TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management click apply for full job details
May 01, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management click apply for full job details
Administrator - Accountancy - London - upto £29,000 Wise May are looking for an Office Administrator to join a busy Accountancy business in London. This role is a great opportunity to work with a selection of clients in the client development development. We are looking for a bright, friendly, enthusiastic candidate to join the newly acquired contemporary office. The candidate should be flexible and able to work under pressure to ensure the company delivers against its objectives in a timely manner. Duties include: Assisting on coordinating the financial affairs of Private Office clients Providing bespoke services to each client, with intimate knowledge of their affairs and personalised execution of plans Tracking investments and reporting on family wealth Managing client invoices to ensure they are paid on time Working closely with the company's managing partner, organising meetings with clients and key stakeholders Assisting with any other general administrative assistance when required Ensuring all related administrative tasks are completed in a timely manner Skills required: Excellent written and verbal communication skills Sound knowledge of Excel, MS Word and Outlook Confident in dealing with people at all levels Highly organised Strong time management skills, ability to work to deadlines Great attention to detail Hybrid working offered
May 01, 2024
Full time
Administrator - Accountancy - London - upto £29,000 Wise May are looking for an Office Administrator to join a busy Accountancy business in London. This role is a great opportunity to work with a selection of clients in the client development development. We are looking for a bright, friendly, enthusiastic candidate to join the newly acquired contemporary office. The candidate should be flexible and able to work under pressure to ensure the company delivers against its objectives in a timely manner. Duties include: Assisting on coordinating the financial affairs of Private Office clients Providing bespoke services to each client, with intimate knowledge of their affairs and personalised execution of plans Tracking investments and reporting on family wealth Managing client invoices to ensure they are paid on time Working closely with the company's managing partner, organising meetings with clients and key stakeholders Assisting with any other general administrative assistance when required Ensuring all related administrative tasks are completed in a timely manner Skills required: Excellent written and verbal communication skills Sound knowledge of Excel, MS Word and Outlook Confident in dealing with people at all levels Highly organised Strong time management skills, ability to work to deadlines Great attention to detail Hybrid working offered
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
May 01, 2024
Full time
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
Role: Administrator Location: Salford Salary: £26,000 My client, a reputable wealth management company based in Salford, are looking for an experienced administrator to join their busy team. It is essential that you have previous administrative experience in order to hit the ground running in this role. This is a great opportunity for a hard working individual to join a well established business and further their career, as there are lots of opportunities to progress within. Duties: - Providing comprehensive administrative support to a finance team, working within a team of 3 - Update and maintain the internal system - Logging invoices - Diary management - Be the first point of contact for clients on day to day enquiries, and ensuring that the appropriate advisors receive messages - Liaising with third parties In return, you will receive: - 25 days holiday, with an extra 0.5 days every year (up to 28 days) - Excellent progression plan - Free onsite parking - Hybrid working after completion of probation period If this sounds like the role for you, please apply for immediate consideration.
May 01, 2024
Full time
Role: Administrator Location: Salford Salary: £26,000 My client, a reputable wealth management company based in Salford, are looking for an experienced administrator to join their busy team. It is essential that you have previous administrative experience in order to hit the ground running in this role. This is a great opportunity for a hard working individual to join a well established business and further their career, as there are lots of opportunities to progress within. Duties: - Providing comprehensive administrative support to a finance team, working within a team of 3 - Update and maintain the internal system - Logging invoices - Diary management - Be the first point of contact for clients on day to day enquiries, and ensuring that the appropriate advisors receive messages - Liaising with third parties In return, you will receive: - 25 days holiday, with an extra 0.5 days every year (up to 28 days) - Excellent progression plan - Free onsite parking - Hybrid working after completion of probation period If this sounds like the role for you, please apply for immediate consideration.
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You will be part or fully qualified, with fully funded support (and salary enhancements) available as you progress to Diploma or Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. Jamess Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £168.2bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. JBRP1_UKTJ
May 01, 2024
Full time
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You will be part or fully qualified, with fully funded support (and salary enhancements) available as you progress to Diploma or Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. Jamess Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £168.2bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. JBRP1_UKTJ
Enterprise Sales Director - CRR Department: Sales/Marketing Employment Type: Permanent - Full Time Location: London, United Kingdom Reporting To: Chris Riggio Description As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will include the full suite of technology solutions including, Regulatory Reporting, Financial Reporting, Global Fund Reporting, Global Transaction Reporting, Shareholder Disclosure, Compliance Services and Managed Services. Your target market will span across Asset Managers, Fund Administrators, Hedge Funds, PE Firms and Broker Dealers in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Sales CRS, this role is critical for expanding the CRS business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts. Travel: Approximately 50% Key Responsibilities • Driving enterprise sales process (Upsell and New) from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with our Inside Sales (Business Development Representatives) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging to effectively capture all important insights, notes, and context from in- person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses Skills, Knowledge & Expertise • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Experience within Managed Service sales. • Experience using Salesforce, Teams, Outlook, LinkedIn • Background in Financial Technology Sales. • Understanding of Investment Management. What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme - Upto $3,000 per successful referral Plus many more! More about the Location We offer flexible working options for all employees. London Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today.
May 01, 2024
Full time
Enterprise Sales Director - CRR Department: Sales/Marketing Employment Type: Permanent - Full Time Location: London, United Kingdom Reporting To: Chris Riggio Description As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will include the full suite of technology solutions including, Regulatory Reporting, Financial Reporting, Global Fund Reporting, Global Transaction Reporting, Shareholder Disclosure, Compliance Services and Managed Services. Your target market will span across Asset Managers, Fund Administrators, Hedge Funds, PE Firms and Broker Dealers in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Sales CRS, this role is critical for expanding the CRS business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts. Travel: Approximately 50% Key Responsibilities • Driving enterprise sales process (Upsell and New) from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with our Inside Sales (Business Development Representatives) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging to effectively capture all important insights, notes, and context from in- person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses Skills, Knowledge & Expertise • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Experience within Managed Service sales. • Experience using Salesforce, Teams, Outlook, LinkedIn • Background in Financial Technology Sales. • Understanding of Investment Management. What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme - Upto $3,000 per successful referral Plus many more! More about the Location We offer flexible working options for all employees. London Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today.
Wealth / Investment Management Desk Assistant - City of London / Hybrid Working - c£40k-£45k + generous benefits and bonus (DoE) Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant A true career role with potential for development into senior roles Provide administrative support to investment service activities Competitive salary (up to £45k) and benefits package offered Incredible offices, great location and dynamic and sociable environment Hybrid working - 3 days per week in the office Our client, a City based Wealth Management company, is looking for an enthusiastic, motivated and highly organised Investment Management Administrator / Wealth Management Assistant / Finance Secretary or Client Services Executive to join them as a Desk Administrator. The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administration role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles. Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced, dynamic and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial. Opportunity: Our client is a well-established, successful investment / wealth management firm, based in genuinely stunning offices near Liverpool Street station. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience. Key responsibilities in this Desk Administrator / Assistant - Wealth Management role will include: Assisting with new client account opening process Drafting client reports, documentation and correspondence Developing and maintaining client relationships, arranging and assisting at meetings as needed Extensive typing and filing Proofreading and checking all documentation Maintaining all records and ensuring the CRM is up-to-date Preparing payment, transfer and other Investment Administration forms Ad hoc projects Providing secretarial cover when necessary And more What we're looking for: Previous relevant financial administration experience (ideally 2 years+) Experience of dealing with processes and procedures Excellent written and verbal communication skills Fast, accurate typing skills Demonstrable ability to build and maintain business relationships Highly organised, methodical and meticulous nature Analytical and numerate Ability to multi-task, prioritise and work to deadlines PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint IAD qualification is advantageous Demonstrable interest in finance - City Markets and Private Client Fund Management is preferable An understanding of the UK Regulatory framework is desirable Interested in this Wealth Management Desk Assistant role? This incredibly interesting role will challenge the right candidate; if this is what you're looking for, please submit your CV ASAP, quoting 'AE - Desk Administrator - Wealth Management'
May 01, 2024
Full time
Wealth / Investment Management Desk Assistant - City of London / Hybrid Working - c£40k-£45k + generous benefits and bonus (DoE) Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant A true career role with potential for development into senior roles Provide administrative support to investment service activities Competitive salary (up to £45k) and benefits package offered Incredible offices, great location and dynamic and sociable environment Hybrid working - 3 days per week in the office Our client, a City based Wealth Management company, is looking for an enthusiastic, motivated and highly organised Investment Management Administrator / Wealth Management Assistant / Finance Secretary or Client Services Executive to join them as a Desk Administrator. The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administration role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles. Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced, dynamic and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial. Opportunity: Our client is a well-established, successful investment / wealth management firm, based in genuinely stunning offices near Liverpool Street station. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience. Key responsibilities in this Desk Administrator / Assistant - Wealth Management role will include: Assisting with new client account opening process Drafting client reports, documentation and correspondence Developing and maintaining client relationships, arranging and assisting at meetings as needed Extensive typing and filing Proofreading and checking all documentation Maintaining all records and ensuring the CRM is up-to-date Preparing payment, transfer and other Investment Administration forms Ad hoc projects Providing secretarial cover when necessary And more What we're looking for: Previous relevant financial administration experience (ideally 2 years+) Experience of dealing with processes and procedures Excellent written and verbal communication skills Fast, accurate typing skills Demonstrable ability to build and maintain business relationships Highly organised, methodical and meticulous nature Analytical and numerate Ability to multi-task, prioritise and work to deadlines PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint IAD qualification is advantageous Demonstrable interest in finance - City Markets and Private Client Fund Management is preferable An understanding of the UK Regulatory framework is desirable Interested in this Wealth Management Desk Assistant role? This incredibly interesting role will challenge the right candidate; if this is what you're looking for, please submit your CV ASAP, quoting 'AE - Desk Administrator - Wealth Management'
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice. You should have good Financial Servicesknowledge and IFA Administrator experience. What Your Day to Day Duties Will Include as a Senior Administrator: Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firms policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. What is Needed to Be Considered to be a Trainee Paraplanner: At least 2 years Financial Services industry experience. Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred. Experience of working in a team, as well as corresponding directly with clients and third party providers. Excellent verbal and written communication skills. A professional telephone manner is important. Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ
May 01, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice. You should have good Financial Servicesknowledge and IFA Administrator experience. What Your Day to Day Duties Will Include as a Senior Administrator: Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firms policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. What is Needed to Be Considered to be a Trainee Paraplanner: At least 2 years Financial Services industry experience. Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred. Experience of working in a team, as well as corresponding directly with clients and third party providers. Excellent verbal and written communication skills. A professional telephone manner is important. Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m. Opportunity Highlights Provide full Admin support to 2 Advisers as part of a very friendly team culture. Strong balance between career development and personal well bring to help you maximise your potential. Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation. Full study support, personal development programme, excellent social environment, bonus, and hybrid working. Only 6 months wealth management experience required To register your interest, contact Camilla Howden.
Apr 30, 2024
Full time
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m. Opportunity Highlights Provide full Admin support to 2 Advisers as part of a very friendly team culture. Strong balance between career development and personal well bring to help you maximise your potential. Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation. Full study support, personal development programme, excellent social environment, bonus, and hybrid working. Only 6 months wealth management experience required To register your interest, contact Camilla Howden.
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey. Key Responsibilities: Provide administrative support to enhance team operations and client experience. Manage client accounts throughout their lifecycle, ensuring accurate and timely administration. Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation. Process client queries and liaise effectively with Investment Managers and Advisers. Update internal systems and dispatch client documentation as required. Support the team by handling inbound client calls and communicating effectively across departments. Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns. Qualifications & Experience: Previous experience in a similar role within Financial Services is preferred but not essential. Minimum GCSE (or equivalent) in English and Maths at grade C or above. Proficiency in MS Office, particularly Excel. Strong organisational skills and a methodical approach to work. Excellent written and verbal communication skills. Understanding of the regulatory environment and familiarity with financial products and services. This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today. Location: Glasgow Salary: Up to £30,000 per annum Contract: 12-month fixed term REF: 9023
Apr 30, 2024
Full time
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey. Key Responsibilities: Provide administrative support to enhance team operations and client experience. Manage client accounts throughout their lifecycle, ensuring accurate and timely administration. Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation. Process client queries and liaise effectively with Investment Managers and Advisers. Update internal systems and dispatch client documentation as required. Support the team by handling inbound client calls and communicating effectively across departments. Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns. Qualifications & Experience: Previous experience in a similar role within Financial Services is preferred but not essential. Minimum GCSE (or equivalent) in English and Maths at grade C or above. Proficiency in MS Office, particularly Excel. Strong organisational skills and a methodical approach to work. Excellent written and verbal communication skills. Understanding of the regulatory environment and familiarity with financial products and services. This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today. Location: Glasgow Salary: Up to £30,000 per annum Contract: 12-month fixed term REF: 9023
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
Apr 30, 2024
Full time
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Nicola Walker at Si Recruitment.
Apr 30, 2024
Full time
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Nicola Walker at Si Recruitment.
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
Apr 30, 2024
Full time
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
Apr 30, 2024
Full time
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc. Day to day responsibilities: Administration and maintenance of company records Developing the use of the back-office system Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases. Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress. Overseeing and managing the administration team. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. Required Skills and Qualifications: Experience of working within an IFA or Wealth Management environment Proven experience of building strong client relationships Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems Great IT skills and willingness to embrace technology Ability to mentor and manage staff members The successful candidate will need to be resourceful and possess a 'can-do' attitude The most important attribute is the ability to put your clients at the centre of everything you do How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 30, 2024
Full time
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc. Day to day responsibilities: Administration and maintenance of company records Developing the use of the back-office system Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases. Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress. Overseeing and managing the administration team. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. Required Skills and Qualifications: Experience of working within an IFA or Wealth Management environment Proven experience of building strong client relationships Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems Great IT skills and willingness to embrace technology Ability to mentor and manage staff members The successful candidate will need to be resourceful and possess a 'can-do' attitude The most important attribute is the ability to put your clients at the centre of everything you do How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. The role: The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties. For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications On offer: Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus. The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000
Apr 29, 2024
Full time
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. The role: The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties. For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications On offer: Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus. The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Apr 29, 2024
Full time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
This role has a starting salary of £24,977 per annum, based on working 36-hours per week. This is a 12-month fixed term / secondment opportunity. We are excited to be hiring a new Administrator to join our fantastic Trading Standards South East (TSSE) team. Our team works remotely, with flexible working being supported, laptop and mobile supplied. You will be homebased for the majority of the working week, however you may work from Woodhatch Place, Reigate or other Surrey offices. You will need to travel on a business need basis (this will be very minimal). Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 30 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependants leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days plus 1 team volunteering day per year Learning and development hub where you can access a wealth of resources About the Team You will be a member of the TSSE team which consists of 4 friendly members of staff supporting 19 local authority Trading Standards services across the South East of England. The purpose of the partnership is to deliver greater value to achieve maximum efficiency and effectiveness. This is achieved as a result of adopting a coordinated, joined-up approach by sharing resources, knowledge and expertise. TSSE prides itself on a collaborative and inclusive approach. We have a proactive, can do attitude. We support Trading Standards professionals to identify new and innovative ways of working and to facilitate the sharing of best practice. About the Role Would you like to support a dynamic Trading Standards partnership by providing a wide range of administrative services? Are you able to process complex information and produce a short & clear bullet point summary? For this role, you will need to be able to work on your own initiative and deal with changing priorities. Being self-motivated, able to work remotely and with minimum supervision are also essential to this role. Using your excellent interpersonal skills, you will display your pragmatic 'can do' approach. To deliver a high quality service, some of your tasks will include: Organising online 'MS Teams' meetings, Liaising with members of staff across 19 Local Authorities and external stakeholders to support a co-ordinated partnership approach. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Good general standard of education with GCSE grade C or above Maths & English (or equivalent) Excellent keyboard skills and competency in Microsoft Teams, Word, Excel, and PowerPoint Your ability to process complex information and produce a short and clear bullet point summary Your ability to organise and prioritise your own workload Your ability to demonstrate good time management skills Confident working within a team, as well as being flexible and can cope well with change. The job advert closes at 23:59 on 01/05/2024 with interviews planned for 20/05/2024. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applications where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.
Apr 28, 2024
Full time
This role has a starting salary of £24,977 per annum, based on working 36-hours per week. This is a 12-month fixed term / secondment opportunity. We are excited to be hiring a new Administrator to join our fantastic Trading Standards South East (TSSE) team. Our team works remotely, with flexible working being supported, laptop and mobile supplied. You will be homebased for the majority of the working week, however you may work from Woodhatch Place, Reigate or other Surrey offices. You will need to travel on a business need basis (this will be very minimal). Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 30 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependants leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days plus 1 team volunteering day per year Learning and development hub where you can access a wealth of resources About the Team You will be a member of the TSSE team which consists of 4 friendly members of staff supporting 19 local authority Trading Standards services across the South East of England. The purpose of the partnership is to deliver greater value to achieve maximum efficiency and effectiveness. This is achieved as a result of adopting a coordinated, joined-up approach by sharing resources, knowledge and expertise. TSSE prides itself on a collaborative and inclusive approach. We have a proactive, can do attitude. We support Trading Standards professionals to identify new and innovative ways of working and to facilitate the sharing of best practice. About the Role Would you like to support a dynamic Trading Standards partnership by providing a wide range of administrative services? Are you able to process complex information and produce a short & clear bullet point summary? For this role, you will need to be able to work on your own initiative and deal with changing priorities. Being self-motivated, able to work remotely and with minimum supervision are also essential to this role. Using your excellent interpersonal skills, you will display your pragmatic 'can do' approach. To deliver a high quality service, some of your tasks will include: Organising online 'MS Teams' meetings, Liaising with members of staff across 19 Local Authorities and external stakeholders to support a co-ordinated partnership approach. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Good general standard of education with GCSE grade C or above Maths & English (or equivalent) Excellent keyboard skills and competency in Microsoft Teams, Word, Excel, and PowerPoint Your ability to process complex information and produce a short and clear bullet point summary Your ability to organise and prioritise your own workload Your ability to demonstrate good time management skills Confident working within a team, as well as being flexible and can cope well with change. The job advert closes at 23:59 on 01/05/2024 with interviews planned for 20/05/2024. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applications where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.