An established and growing Wealth Management company in North West London are seeking an Administrator to join their team on a permanent basis. This role is suited for someone with previous experience working in Wealth Management or IFA practice. This role will involve cooperating with Financial planners and branch managers whilst dealing with front of house and general administrative tasks. This is an office based role, Monday to Friday, 9am-5.30pm. Key Duties: Deal with clients and general enquiries over email and telephone, including requests for moving funds and maintaining records Process new business and support with new client onboarding Add and update new client data on to back office system Prepare paperwork for client reviews and arrange reviews as they become due and prepare any subsequent follow up material Update and compile new client packs and other marketing documents Produce client valuations and liaise with providers for outstanding statements Diarise and monitor income payments and management fees and monitor asset transfer reports Support client related systems and processes General office management tasks such as managing rent payments Oversee the Junior Administrator Key Skills: 2 years+ experience in Wealth Management / IFA Practice Excellent communication skills and attention to detail Strong work ethic and self-motivated Great organisational skills Strong IT skills and knowledge of Microsoft Office Packages TwentyFour Recruitment is an equal opportunity employer. If your skill set and experience match the above ad then please apply today and if your CV is shortlisted a consultant will contact you to discuss the next stage of the recruitment process
Apr 30, 2024
Full time
An established and growing Wealth Management company in North West London are seeking an Administrator to join their team on a permanent basis. This role is suited for someone with previous experience working in Wealth Management or IFA practice. This role will involve cooperating with Financial planners and branch managers whilst dealing with front of house and general administrative tasks. This is an office based role, Monday to Friday, 9am-5.30pm. Key Duties: Deal with clients and general enquiries over email and telephone, including requests for moving funds and maintaining records Process new business and support with new client onboarding Add and update new client data on to back office system Prepare paperwork for client reviews and arrange reviews as they become due and prepare any subsequent follow up material Update and compile new client packs and other marketing documents Produce client valuations and liaise with providers for outstanding statements Diarise and monitor income payments and management fees and monitor asset transfer reports Support client related systems and processes General office management tasks such as managing rent payments Oversee the Junior Administrator Key Skills: 2 years+ experience in Wealth Management / IFA Practice Excellent communication skills and attention to detail Strong work ethic and self-motivated Great organisational skills Strong IT skills and knowledge of Microsoft Office Packages TwentyFour Recruitment is an equal opportunity employer. If your skill set and experience match the above ad then please apply today and if your CV is shortlisted a consultant will contact you to discuss the next stage of the recruitment process
Main Duties: To provide administration support To assist and prepare the drafting of reports Implementation of new business Accurately maintain back-office systems Liaise with clients and providers Proactively manage renewal process of all schemes Ensure fees and invoicing is submitted and recorded in a timely manner Workplace pensions & auto-enrolment support The successful candidate will need to have previous experience working as an employee benefits Administrator within a Financial Service environment, either from an IFA or Provider background. You will have solid communication and articulation skills as well a strong technical skills and attention to detail is key. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Apr 30, 2024
Full time
Main Duties: To provide administration support To assist and prepare the drafting of reports Implementation of new business Accurately maintain back-office systems Liaise with clients and providers Proactively manage renewal process of all schemes Ensure fees and invoicing is submitted and recorded in a timely manner Workplace pensions & auto-enrolment support The successful candidate will need to have previous experience working as an employee benefits Administrator within a Financial Service environment, either from an IFA or Provider background. You will have solid communication and articulation skills as well a strong technical skills and attention to detail is key. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £25,000 - £28,000 Job Reference: 9024 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities! Duties will include but not limited to: Submitting new business and collating documents for meetings Sending out LOA's Liaising with both client and product provider Ensuring the back office systems are up to date General administration duties Benefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for support Professional development Exam funding and support On-site Parking with modern office Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for an IFA Administrator.
Apr 30, 2024
Full time
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £25,000 - £28,000 Job Reference: 9024 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities! Duties will include but not limited to: Submitting new business and collating documents for meetings Sending out LOA's Liaising with both client and product provider Ensuring the back office systems are up to date General administration duties Benefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for support Professional development Exam funding and support On-site Parking with modern office Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for an IFA Administrator.
We are looking for a friendly, dynamic and experienced Administrator to join the team at established and expanding organisation in the heart of Halifax. This is an excellent opportunity to become an integral member of a team, and you will have the important role of supporting with the administration of a range of projects. Duties: Supporting with the management of projects, from conception to handover. Managing order intake via email and portals. Processing a high volume of quotations and product orders. Liaising with finance and the senior management teams to process invoices for all sales transactions. Reviewing and checking prices against agreed contract rates. Reporting monthly sales results. Building and maintaining relationships with clients. Supporting with, and attending, meetings. Updating internal database and ensuring account managers are aware of changes. Managing calls and emails. Using PowerPoint to create brochures with client specific offerings. About you: An enthusiastic and experienced Administrator. Happy to work as part of a team and autonomously. Can prioritise own workload and work to deadlines. Keen to learn new skills. Excellent organisation skills. If you feel this could be the role for you, please click apply today or call Jo on (phone number removed)! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Apr 30, 2024
Full time
We are looking for a friendly, dynamic and experienced Administrator to join the team at established and expanding organisation in the heart of Halifax. This is an excellent opportunity to become an integral member of a team, and you will have the important role of supporting with the administration of a range of projects. Duties: Supporting with the management of projects, from conception to handover. Managing order intake via email and portals. Processing a high volume of quotations and product orders. Liaising with finance and the senior management teams to process invoices for all sales transactions. Reviewing and checking prices against agreed contract rates. Reporting monthly sales results. Building and maintaining relationships with clients. Supporting with, and attending, meetings. Updating internal database and ensuring account managers are aware of changes. Managing calls and emails. Using PowerPoint to create brochures with client specific offerings. About you: An enthusiastic and experienced Administrator. Happy to work as part of a team and autonomously. Can prioritise own workload and work to deadlines. Keen to learn new skills. Excellent organisation skills. If you feel this could be the role for you, please click apply today or call Jo on (phone number removed)! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Production and Office Administrator £22K plus benefits Monday to Friday - 8am -4PM Our client a leader in their field is actively recruiting for a Production and Office Administrator to join a growing team. If you are a strong Administrator seeking a new opportunity this role could be for you: Main Purpose of job: The main purpose is to ensure the smooth running of production in a timely efficient manner, adhering to process working with other internal departments (Dispatch, Sales, Production, HR). Key Areas of Responsibility: • Ensuring the general office is kept orderly and that the processing of the paperwork is turned around with efficiency and accuracy. • Processing production delivery notes and orders • Processing new starters • Organizing training and induction • Health & Safety daily checks • Scanning and Filing • Managing time and attendance • Managing staff holidays • Processing timesheets for payroll and providing employee information on leaves and employee benefits. • First point of contact for Production staff General Administration . Skills, Knowledge and Personal Attributes: • Excellent oral and written communication skills. • Ability to plan and organise work effectively and efficiently and have a strong attention to detail. • Good knowledge of MS Excel & Word . • Ability to work both independently and as part of a larger team. If you would like any further details please forward your CV for consideration. Mpeople, are a recruitment business acting on behalf of our clients, if you do not receive a response within 5 days please presume you have been unsuccessful on this occasion.
Apr 30, 2024
Full time
Production and Office Administrator £22K plus benefits Monday to Friday - 8am -4PM Our client a leader in their field is actively recruiting for a Production and Office Administrator to join a growing team. If you are a strong Administrator seeking a new opportunity this role could be for you: Main Purpose of job: The main purpose is to ensure the smooth running of production in a timely efficient manner, adhering to process working with other internal departments (Dispatch, Sales, Production, HR). Key Areas of Responsibility: • Ensuring the general office is kept orderly and that the processing of the paperwork is turned around with efficiency and accuracy. • Processing production delivery notes and orders • Processing new starters • Organizing training and induction • Health & Safety daily checks • Scanning and Filing • Managing time and attendance • Managing staff holidays • Processing timesheets for payroll and providing employee information on leaves and employee benefits. • First point of contact for Production staff General Administration . Skills, Knowledge and Personal Attributes: • Excellent oral and written communication skills. • Ability to plan and organise work effectively and efficiently and have a strong attention to detail. • Good knowledge of MS Excel & Word . • Ability to work both independently and as part of a larger team. If you would like any further details please forward your CV for consideration. Mpeople, are a recruitment business acting on behalf of our clients, if you do not receive a response within 5 days please presume you have been unsuccessful on this occasion.
Due to ongoing business growth, our prestigious Halifax based client are looking for an additional Scheduling Administrator to join their team. The role is in a fast-paced environment so candidates must have existing experience with administration and be naturally organised! On a day to days basis you will be dealing with a range of duties such as: Scheduling Planned maintenance works for clients UK wide for all the necessary legal services Coordinating Health and Safety audits bookings Uploading compliance paperwork / certificates once works are completed Accurately Typing and submitting client quotations Dealing with any client enquiries and or complaints We are looking for a candidate who has a high attention to detail and someone who can build rapport with external clients and internal colleagues and engineers. Possible salary increase after 6 month probation plus free parking on site. This is a full-time and permanent role, Monday-Friday 8.30am - 5.pm and is fully office based. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Apr 29, 2024
Full time
Due to ongoing business growth, our prestigious Halifax based client are looking for an additional Scheduling Administrator to join their team. The role is in a fast-paced environment so candidates must have existing experience with administration and be naturally organised! On a day to days basis you will be dealing with a range of duties such as: Scheduling Planned maintenance works for clients UK wide for all the necessary legal services Coordinating Health and Safety audits bookings Uploading compliance paperwork / certificates once works are completed Accurately Typing and submitting client quotations Dealing with any client enquiries and or complaints We are looking for a candidate who has a high attention to detail and someone who can build rapport with external clients and internal colleagues and engineers. Possible salary increase after 6 month probation plus free parking on site. This is a full-time and permanent role, Monday-Friday 8.30am - 5.pm and is fully office based. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office. Role As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you'll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information. Benefits £25,000-£30,000 dependant on experience. 31 Days annual leave (Including bank holidays) Income protection from day 1. Life Insurance. Employee assistance program. Financial and personal well-being support. Virtual GP appointments. Company sick pay. Hybrid work possible. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.
Apr 29, 2024
Full time
This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office. Role As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you'll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information. Benefits £25,000-£30,000 dependant on experience. 31 Days annual leave (Including bank holidays) Income protection from day 1. Life Insurance. Employee assistance program. Financial and personal well-being support. Virtual GP appointments. Company sick pay. Hybrid work possible. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.
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
Customer Service Administrator- Hybrid working! Contract: Permanent Hours: Monday to Friday 08:30 - 5:00 Location: Halifax, HX2 & Home Working - Minimum 2 days in the office per week after successful training period Salary: Between 23,000- 24,000 per annum Start date: ASAP Benefits: Hybrid working, on-site parking, BUPA Cash Plan Scheme, 26 days annual leave rising to 28 (+ Birthday Day office), pension, employee assistance programme, Bike2Work, staff discounts for family and friends Culture: Were excited to be supporting this market leading company again this year. Having supported this employer with numerous recruits across various departments, over the years (due to their continual growth and success) We are always happy to share our placed candidate's feedback of this business being a truly great place to work! Your duties and responsibilities: Order processing and order management Telephone enquiries and customer service calls Generate quotations and deal with administration of paperwork Processing customer complaints Pricing for individual accounts and collating all information accurately Manage and organisation of your own and shared inbox's Efficient, timely and detailed correspondents with external/internal customers To be successful in this role, you will have: Previous Sales Admin/Customer Service experience Excellent communication skills both verbal and written The ability to build strong working relationships Computer skills If this company and position appeals to you then please apply your CV online and we will be in touch if you have been successful! Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 29, 2024
Full time
Customer Service Administrator- Hybrid working! Contract: Permanent Hours: Monday to Friday 08:30 - 5:00 Location: Halifax, HX2 & Home Working - Minimum 2 days in the office per week after successful training period Salary: Between 23,000- 24,000 per annum Start date: ASAP Benefits: Hybrid working, on-site parking, BUPA Cash Plan Scheme, 26 days annual leave rising to 28 (+ Birthday Day office), pension, employee assistance programme, Bike2Work, staff discounts for family and friends Culture: Were excited to be supporting this market leading company again this year. Having supported this employer with numerous recruits across various departments, over the years (due to their continual growth and success) We are always happy to share our placed candidate's feedback of this business being a truly great place to work! Your duties and responsibilities: Order processing and order management Telephone enquiries and customer service calls Generate quotations and deal with administration of paperwork Processing customer complaints Pricing for individual accounts and collating all information accurately Manage and organisation of your own and shared inbox's Efficient, timely and detailed correspondents with external/internal customers To be successful in this role, you will have: Previous Sales Admin/Customer Service experience Excellent communication skills both verbal and written The ability to build strong working relationships Computer skills If this company and position appeals to you then please apply your CV online and we will be in touch if you have been successful! Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
I am looking for an Administrator to provide support to ensure the efficient and smooth running of my clients' internal sales and purchasing team. Main Responsibilitie Maintain office filing systems, both electronic and physical Managing incoming and outgoing correspondence Prepare and edit documents, reports and presentations as required Perform data entry and update records as required Answer and direct phone calls in a polite and professional manner Liaise with internal teams and external partners to coordinate administrative activites Management of goods in transit Processing of sales and purchase orders Scanning documents - daily in line with sales orders Ensuring the Boardroom is ready for meetings on a daily basis The successful candidate will be: Proficient in Microsoft applications - particularly Word and Excel Organised with excellent time management skills and the ability to work to deadlines Methodical with meticulous attention to detail while understanding the requirement for confidentiality Able to work on their own initiative An excellent communictor Experienced in a customer service environment - both with internal and external customers. This is a permanent, part-time role working (Apply online only) Monday to Friday.
Apr 29, 2024
Full time
I am looking for an Administrator to provide support to ensure the efficient and smooth running of my clients' internal sales and purchasing team. Main Responsibilitie Maintain office filing systems, both electronic and physical Managing incoming and outgoing correspondence Prepare and edit documents, reports and presentations as required Perform data entry and update records as required Answer and direct phone calls in a polite and professional manner Liaise with internal teams and external partners to coordinate administrative activites Management of goods in transit Processing of sales and purchase orders Scanning documents - daily in line with sales orders Ensuring the Boardroom is ready for meetings on a daily basis The successful candidate will be: Proficient in Microsoft applications - particularly Word and Excel Organised with excellent time management skills and the ability to work to deadlines Methodical with meticulous attention to detail while understanding the requirement for confidentiality Able to work on their own initiative An excellent communictor Experienced in a customer service environment - both with internal and external customers. This is a permanent, part-time role working (Apply online only) Monday to Friday.
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Office Administrator Location: Kenilworth Benefits: Competitive salary, Pension, Part time considered. Salary: £20,000 to £25,000 depending on qualifications and experience About the Company: Our client is a leading Independent Financial Advisor (IFA) firm dedicated to providing personalised financial solutions to their clients. With a focus on integrity, professionalism, and client satisfaction, they strive to exceed expectations and help their clients achieve their financial goals. They are currently seeking a proactive and detail-oriented Office Administrator to join their team. As an integral part of the company, you will be responsible for supporting the day-to-day administrative operations of the office, ensuring smooth workflow, and delivering exceptional service to both clients and colleagues. What Your Day to Day Duties Will Include: Greet clients and visitors warmly, and ensure their needs are addressed promptly and professionally. Manage incoming calls, emails, and correspondence, directing inquiries to the appropriate team members. Maintain office supplies inventory, place orders, and ensure adequate stock levels are maintained. Assist in the organisation and coordination of client meetings, including scheduling, preparing meeting materials, and arranging facilities. Handle incoming and outgoing mail, including sorting, distributing, and processing mail and packages. Maintain accurate and up-to-date client records and files, ensuring confidentiality and compliance with regulatory requirements. Provide administrative support to financial advisors, including preparing client documentation, processing transactions, and managing client inquiries. Assist with general office duties such as filing, scanning, photocopying, and data entry. Coordinate with external service providers, such as IT support and facilities management, to ensure smooth office operations. Contribute to the development and implementation of office policies, procedures, and best practices to improve efficiency and productivity. What is Needed to Be Considered: Previous experience in an administrative role, preferably in a financial services or IFA environment. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications. Excellent organizational and time management skills, with the ability to prioritise tasks and manage multiple deadlines effectively. Strong communication and interpersonal skills, with a professional and friendly demeanor. Attention to detail and accuracy in all tasks, with a commitment to maintaining high standards of quality and professionalism. Ability to work both independently and collaboratively as part of a team, with a positive attitude and willingness to learn. Knowledge of financial services terminology and regulatory requirements is desirable but not essential Apply today to be considered for this 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. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for
Apr 29, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Office Administrator Location: Kenilworth Benefits: Competitive salary, Pension, Part time considered. Salary: £20,000 to £25,000 depending on qualifications and experience About the Company: Our client is a leading Independent Financial Advisor (IFA) firm dedicated to providing personalised financial solutions to their clients. With a focus on integrity, professionalism, and client satisfaction, they strive to exceed expectations and help their clients achieve their financial goals. They are currently seeking a proactive and detail-oriented Office Administrator to join their team. As an integral part of the company, you will be responsible for supporting the day-to-day administrative operations of the office, ensuring smooth workflow, and delivering exceptional service to both clients and colleagues. What Your Day to Day Duties Will Include: Greet clients and visitors warmly, and ensure their needs are addressed promptly and professionally. Manage incoming calls, emails, and correspondence, directing inquiries to the appropriate team members. Maintain office supplies inventory, place orders, and ensure adequate stock levels are maintained. Assist in the organisation and coordination of client meetings, including scheduling, preparing meeting materials, and arranging facilities. Handle incoming and outgoing mail, including sorting, distributing, and processing mail and packages. Maintain accurate and up-to-date client records and files, ensuring confidentiality and compliance with regulatory requirements. Provide administrative support to financial advisors, including preparing client documentation, processing transactions, and managing client inquiries. Assist with general office duties such as filing, scanning, photocopying, and data entry. Coordinate with external service providers, such as IT support and facilities management, to ensure smooth office operations. Contribute to the development and implementation of office policies, procedures, and best practices to improve efficiency and productivity. What is Needed to Be Considered: Previous experience in an administrative role, preferably in a financial services or IFA environment. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications. Excellent organizational and time management skills, with the ability to prioritise tasks and manage multiple deadlines effectively. Strong communication and interpersonal skills, with a professional and friendly demeanor. Attention to detail and accuracy in all tasks, with a commitment to maintaining high standards of quality and professionalism. Ability to work both independently and collaboratively as part of a team, with a positive attitude and willingness to learn. Knowledge of financial services terminology and regulatory requirements is desirable but not essential Apply today to be considered for this 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. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for
Job Title: Administrator Location: Harrow Council Hub Employer: Pertemps Recruitment Partnership for Harrow Council Contract Type: Temporary ongoing Hours of Work: 20 hours (Part time) Rate: 13.46 to 14.50 PAYE per hour Legal Administrator Opportunity at Harrow Council Are you a self-driven and motivated individual looking for an part time exciting opportunity within Harrow Council? We invite you to join our expanding team as a Legal Administrator. In this role, you'll play a crucial part in the day-to-day administration functions within the Legal & Governance Support Team. Key Responsibilities: " Assist with day-to-day administrative tasks within the Legal & Governance Support Team. " Manage income collection (PBA account), ensuring accurate recording, safekeeping, and banking through the appropriate system. " Chase payments due from courts, including handling refunds where applicable. " Collaborate with the Legal & Governance Support Team, following relevant procedures and maintaining good administrative practices. Experience and Skills: " Strong teamwork and excellent communication skills. " Ability to remain calm, polite, and courteous under pressure. " Keen attention to detail. " Accurate record-keeping, both in writing and orally. " Proficiency in retrieving and inputting database information. " Adherence to deadlines. " Handling complex and sensitive information with confidentiality. " Effective relationship-building across service delivery areas. " Good ICT skills, particularly in typing and Word. " Flexibility to work independently, prioritize tasks, and adapt to changing circumstances. " Experience within a financial environment, including maintaining financial records and providing advice. Benefits: " Competitive pay rate of 13.46 to 14.50 PAYE per hour. " Excellent training and support for career development. " 21 days of holiday (excluding Bank Holidays). Join us in making a difference at Harrow Council! Apply now and be part of our dynamic team. About us " For almost 60 years, Pertemps Recruitment Partnership have been the market leader in providing permanent and temporary staffing solutions and we are one of the most established players within the recruitment industry. The Sunday Times has listed us as one of the Best 100 Companies to work for 14 years running. We are not a big scary faceless company, quite the opposite: we strongly believe in the personal touch with everything we do. We are proud to be accredited 'investor in people' which is reflected across our business in length of service and career progression of our employees. " Harrow Council is the 12th largest London borough and one of the most culturally diverse local authorities in the UK, making it a great place to live, work and visit. Located 10 miles from the city centre and just 13 minutes to Euston from Harrow & Wealdstone station there are great transport links via the Metropolitan Line, Watford DC Line and national rail service. It is easily accessible to the M1, M25 and A406. The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, any your data protection rights, can be found by visiting (url removed)/fpn "
Apr 29, 2024
Seasonal
Job Title: Administrator Location: Harrow Council Hub Employer: Pertemps Recruitment Partnership for Harrow Council Contract Type: Temporary ongoing Hours of Work: 20 hours (Part time) Rate: 13.46 to 14.50 PAYE per hour Legal Administrator Opportunity at Harrow Council Are you a self-driven and motivated individual looking for an part time exciting opportunity within Harrow Council? We invite you to join our expanding team as a Legal Administrator. In this role, you'll play a crucial part in the day-to-day administration functions within the Legal & Governance Support Team. Key Responsibilities: " Assist with day-to-day administrative tasks within the Legal & Governance Support Team. " Manage income collection (PBA account), ensuring accurate recording, safekeeping, and banking through the appropriate system. " Chase payments due from courts, including handling refunds where applicable. " Collaborate with the Legal & Governance Support Team, following relevant procedures and maintaining good administrative practices. Experience and Skills: " Strong teamwork and excellent communication skills. " Ability to remain calm, polite, and courteous under pressure. " Keen attention to detail. " Accurate record-keeping, both in writing and orally. " Proficiency in retrieving and inputting database information. " Adherence to deadlines. " Handling complex and sensitive information with confidentiality. " Effective relationship-building across service delivery areas. " Good ICT skills, particularly in typing and Word. " Flexibility to work independently, prioritize tasks, and adapt to changing circumstances. " Experience within a financial environment, including maintaining financial records and providing advice. Benefits: " Competitive pay rate of 13.46 to 14.50 PAYE per hour. " Excellent training and support for career development. " 21 days of holiday (excluding Bank Holidays). Join us in making a difference at Harrow Council! Apply now and be part of our dynamic team. About us " For almost 60 years, Pertemps Recruitment Partnership have been the market leader in providing permanent and temporary staffing solutions and we are one of the most established players within the recruitment industry. The Sunday Times has listed us as one of the Best 100 Companies to work for 14 years running. We are not a big scary faceless company, quite the opposite: we strongly believe in the personal touch with everything we do. We are proud to be accredited 'investor in people' which is reflected across our business in length of service and career progression of our employees. " Harrow Council is the 12th largest London borough and one of the most culturally diverse local authorities in the UK, making it a great place to live, work and visit. Located 10 miles from the city centre and just 13 minutes to Euston from Harrow & Wealdstone station there are great transport links via the Metropolitan Line, Watford DC Line and national rail service. It is easily accessible to the M1, M25 and A406. The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, any your data protection rights, can be found by visiting (url removed)/fpn "
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Apr 29, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Apr 29, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. 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. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 29, 2024
Full time
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. 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. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
IFA Administrator BCR/AK/11005 Erdington/Castle Bromwich £24,000-28,000 DOE Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below: The Role: Liaise with internal and external parties- first point of contact for clients Updating and ensuring all supporting documentation is maintained Oversee management of annual reviews and portfolio reviews Prepare Platform withdrawals / fund switches / transactions for approval Respond to customer queries with standard letters or draft relevant responses Further ad-hoc administrative duties The Ideal IFA Administrator will have: 2 years or more experience at an IFA Practice (Essential) Experience in Financial Services (Essential) Experience using Intelligent Office Great communication skills both written and verbal Excellent professional presentation Long term plans to remain within a client services role Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Apr 29, 2024
Full time
IFA Administrator BCR/AK/11005 Erdington/Castle Bromwich £24,000-28,000 DOE Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below: The Role: Liaise with internal and external parties- first point of contact for clients Updating and ensuring all supporting documentation is maintained Oversee management of annual reviews and portfolio reviews Prepare Platform withdrawals / fund switches / transactions for approval Respond to customer queries with standard letters or draft relevant responses Further ad-hoc administrative duties The Ideal IFA Administrator will have: 2 years or more experience at an IFA Practice (Essential) Experience in Financial Services (Essential) Experience using Intelligent Office Great communication skills both written and verbal Excellent professional presentation Long term plans to remain within a client services role Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
PA and Reporting Administrator is required for a specialist commercial company who services specialise across the food manufacturing, pharmaceutical and logistics field. We are looking for an experienced Administrator to join the team at the Halifax site. The PA and Reporting Administrator role is working full-time on-site working Monday - Friday 8am - 4pm. In reward you will be paid a salary of 30,000 p.a. plus benefits. Plus there will be a element of some UK travel for the first initial few months which will include overnight stays occasionally. This is an exciting role, as it's not a 'standard, sit at your desk office job', this is a role where every day is different. One moment you will be assisting with booking flights and accommodation for the Manager and next completing reports on Excel. PA and Reporting Administrator Skills and Experience: If you have previous experience working within a manufacturing / FMCG environment previously this will be a great advantage. It is essential that you have previous experience within SAP. Must also be advance in Excel - able to create dashboards and pivot tables. This is a busy varied role so looking for someone who likes to work at pace and with volume and be super organised with excellent attention to detail and communication skills. You would need to be willing to travel to other UK sites from time to time. PA and Reporting Administrator you will be supporting the Group Manufacturing Standards Manager and Compliance Team Managers in an analytical and administration capacity. PA and Reporting Administrator duties will include: Key support to the Manager with PA duties - diary management, travel and expenses. Work alongside Compliance Team Managers to review work instructions and associated documentation. Take complete ownership of the banked hours KPI and report weekly. In conjunction with the third-party cleaning company. Create a central dashboard and lead weekly reviews with Compliance Team Managers. Place orders for all UK sites on the SAP system as required. Support/ implement the development of a budget control document that ensures all site spends are within their individual budgets on a monthly basis. Liaise with suppliers to chase orders, arrange servicing and repairs for equipment when required. If you have the above skills and experience and are keen to learn more then please apply via the job board for consideration.
Apr 29, 2024
Full time
PA and Reporting Administrator is required for a specialist commercial company who services specialise across the food manufacturing, pharmaceutical and logistics field. We are looking for an experienced Administrator to join the team at the Halifax site. The PA and Reporting Administrator role is working full-time on-site working Monday - Friday 8am - 4pm. In reward you will be paid a salary of 30,000 p.a. plus benefits. Plus there will be a element of some UK travel for the first initial few months which will include overnight stays occasionally. This is an exciting role, as it's not a 'standard, sit at your desk office job', this is a role where every day is different. One moment you will be assisting with booking flights and accommodation for the Manager and next completing reports on Excel. PA and Reporting Administrator Skills and Experience: If you have previous experience working within a manufacturing / FMCG environment previously this will be a great advantage. It is essential that you have previous experience within SAP. Must also be advance in Excel - able to create dashboards and pivot tables. This is a busy varied role so looking for someone who likes to work at pace and with volume and be super organised with excellent attention to detail and communication skills. You would need to be willing to travel to other UK sites from time to time. PA and Reporting Administrator you will be supporting the Group Manufacturing Standards Manager and Compliance Team Managers in an analytical and administration capacity. PA and Reporting Administrator duties will include: Key support to the Manager with PA duties - diary management, travel and expenses. Work alongside Compliance Team Managers to review work instructions and associated documentation. Take complete ownership of the banked hours KPI and report weekly. In conjunction with the third-party cleaning company. Create a central dashboard and lead weekly reviews with Compliance Team Managers. Place orders for all UK sites on the SAP system as required. Support/ implement the development of a budget control document that ensures all site spends are within their individual budgets on a monthly basis. Liaise with suppliers to chase orders, arrange servicing and repairs for equipment when required. If you have the above skills and experience and are keen to learn more then please apply via the job board for consideration.
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.
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: £22,000 - £26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising Working in an established practice with strong procedures and processes within a team of 8 The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners Requirements: Minimum 1 year's experience working as an IFA Administrator Excellent attention to detail and competent on CRM systems Fantastic telephone manner and strong inter-personal and relationship building skills So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Apr 29, 2024
Full time
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: £22,000 - £26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising Working in an established practice with strong procedures and processes within a team of 8 The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners Requirements: Minimum 1 year's experience working as an IFA Administrator Excellent attention to detail and competent on CRM systems Fantastic telephone manner and strong inter-personal and relationship building skills So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail