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
Our client is a specialist consultancy and outsourcing firm who work in collaboration with financial advice and wealth management firms to support and improve their operations. They deliver a suite of services which add value and support the business requirements of their clients. Suitable for candidates wanting Flexible Hours / Part Time Role Purpose: We are seeking a Business Practitioner / Administrator to support the Managing Director and their wider team interacting with customers and suppliers to answer and manage enquiries, organise meetings and schedule work across a busy team of consultants and contractors. What you will be doing: As a Business Practitioner / Administrator you will be the first point of contact for customer and supplier enquiries, supporting the Managing Director in her role to organise meetings and schedule project work, responsible for issuing standard documentation both internally and externally, organising database assessments, and reviewing any documentation prior to it being issued to clients. What experience you'll have: • Minimum of 2 years experience of working within an PA, EA or administration type role • Highly organised with excellent communication skills • Good attention to detail with accuracy • Ability to work under pressure and to tight deadlines About you: • Provide a great first impression. • Willing to learn all aspects of the business. • Willing to gain a clear understanding of the Financial Services industry • Ability to create positive working relationships. • Be able have good communication skills at all levels. • Flexible in working approach and hours needed to get the job done. • Good written and verbal communication skills • Ability to take responsibility and ownership Suitable for candidates wanting Flexible Hours / Part Time Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as required to meet the ongoing needs of the organisation. Concerned that you might not perfectly meet all the criteria for this role? At Recruitment Collective, we hold a strong commitment to fostering inclusivity for all and establishing opportunities where individuals from diverse personal and professional backgrounds can excel. Therefore, if you're enthusiastic about this position but find that your previous experiences don't align precisely with every aspect of the job description, we strongly encourage you to register with us. You may well be the ideal candidate for another role or opportunity, and our recruitment team is here to assist in evaluating how your skills can be a valuable fit for our clients.
Apr 29, 2024
Full time
Our client is a specialist consultancy and outsourcing firm who work in collaboration with financial advice and wealth management firms to support and improve their operations. They deliver a suite of services which add value and support the business requirements of their clients. Suitable for candidates wanting Flexible Hours / Part Time Role Purpose: We are seeking a Business Practitioner / Administrator to support the Managing Director and their wider team interacting with customers and suppliers to answer and manage enquiries, organise meetings and schedule work across a busy team of consultants and contractors. What you will be doing: As a Business Practitioner / Administrator you will be the first point of contact for customer and supplier enquiries, supporting the Managing Director in her role to organise meetings and schedule project work, responsible for issuing standard documentation both internally and externally, organising database assessments, and reviewing any documentation prior to it being issued to clients. What experience you'll have: • Minimum of 2 years experience of working within an PA, EA or administration type role • Highly organised with excellent communication skills • Good attention to detail with accuracy • Ability to work under pressure and to tight deadlines About you: • Provide a great first impression. • Willing to learn all aspects of the business. • Willing to gain a clear understanding of the Financial Services industry • Ability to create positive working relationships. • Be able have good communication skills at all levels. • Flexible in working approach and hours needed to get the job done. • Good written and verbal communication skills • Ability to take responsibility and ownership Suitable for candidates wanting Flexible Hours / Part Time Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as required to meet the ongoing needs of the organisation. Concerned that you might not perfectly meet all the criteria for this role? At Recruitment Collective, we hold a strong commitment to fostering inclusivity for all and establishing opportunities where individuals from diverse personal and professional backgrounds can excel. Therefore, if you're enthusiastic about this position but find that your previous experiences don't align precisely with every aspect of the job description, we strongly encourage you to register with us. You may well be the ideal candidate for another role or opportunity, and our recruitment team is here to assist in evaluating how your skills can be a valuable fit for our clients.
Eventus Recruitment are seeking a Senior Financial Planning Administrator based in Altrincham, Cheshire. This is a full time, permanent job role. However, they will look at candidates who potentially want to do a 4-day week. You will benefit from 25 days holiday plus bank holidays, company pension and free parking. Role Responsibilities The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: Assisting with monitoring emails to ensure all client queries are responded to within the appropriate timescale Produce EIS & VCT summaries for clients when requested Liaise with providers to resolve queries Overseeing withdrawal requests Processing new business submissions Preparing meeting packs Ensuring compliance is strictly adhered to Preparing stock transfer forms Processing stock transfer forms Processing trusts Support advisers and Ops Manager when required Person Specification The successful Senior Financial Planning Administrator will be a clear and confident communicator. You will also have the following skills and attributes: Experience working in client relationship administration Excellent Organisational and time management skills Be a good communicator Benefits and Rewards The incoming Senior Financial Planning Administrator will benefit from: 25 days holiday plus bank holidays. Excellent Pension Discretionary bonus scheme Free parking Option to work remotely 2 days a week after probation period Flexible working hours with the option to work a four day week About the Company This job opportunity is within a wealth management company based in Altrincham, Cheshire. They specialise in wealth management and financial planning, providing advice to both individuals and businesses. In addition, the company are dedicated to building long standing relationships and offering a bespoke service to their clients. They are now looking for a Senior Client Relationship Administrator to join their team. Next Steps Apply now if your skills and experience align with this Senior Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 29, 2024
Full time
Eventus Recruitment are seeking a Senior Financial Planning Administrator based in Altrincham, Cheshire. This is a full time, permanent job role. However, they will look at candidates who potentially want to do a 4-day week. You will benefit from 25 days holiday plus bank holidays, company pension and free parking. Role Responsibilities The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: Assisting with monitoring emails to ensure all client queries are responded to within the appropriate timescale Produce EIS & VCT summaries for clients when requested Liaise with providers to resolve queries Overseeing withdrawal requests Processing new business submissions Preparing meeting packs Ensuring compliance is strictly adhered to Preparing stock transfer forms Processing stock transfer forms Processing trusts Support advisers and Ops Manager when required Person Specification The successful Senior Financial Planning Administrator will be a clear and confident communicator. You will also have the following skills and attributes: Experience working in client relationship administration Excellent Organisational and time management skills Be a good communicator Benefits and Rewards The incoming Senior Financial Planning Administrator will benefit from: 25 days holiday plus bank holidays. Excellent Pension Discretionary bonus scheme Free parking Option to work remotely 2 days a week after probation period Flexible working hours with the option to work a four day week About the Company This job opportunity is within a wealth management company based in Altrincham, Cheshire. They specialise in wealth management and financial planning, providing advice to both individuals and businesses. In addition, the company are dedicated to building long standing relationships and offering a bespoke service to their clients. They are now looking for a Senior Client Relationship Administrator to join their team. Next Steps Apply now if your skills and experience align with this Senior Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Job Description & Summary A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location. Grade Responsibilities As a Manager, you'll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above Assist in the management and delivering of large projects Be involved in the financial management and commercials of client engagements Be actively involved in business development activities to help identify and research opportunities on new/existing clients Contribute to the development of your own and team's technical acumen Train, coach, and supervise staff Develop strategies to solve complex technical challenges Keep up to date with local and national business and economic issues Continue to develop internal relationships and your PwC brand The role This is a consulting role with an equal emphasis on technical delivery and strong client management. You will be the clients' primary point of contact for the scope, requirements and Salesforce solution; taking overall accountability for individual projects, delivering client solutions using Salesforce and wider technology sets. You will be hands on both in terms of client engagement and technical implementation. You will operate across the project lifecycle from pre-sales & discovery through to development, testing, deployments and training. Role Responsibilities: Development of client solutions: Owning and Managing engagement deliverables pertaining to all aspects of Salesforce Technology. Managing and leading discovery & design workshops to identify client requirements. Designing and/or Reviewing of Salesforce solutions to meet client requirements. Owning and managing the estimation of engagements in discovery, pre-build and in-build phases. Managing the build of Salesforce solutions using configuration. Responsibility for the quality and timeliness of all build deliverables. Ability to perform Customisation of Salesforce using Configuration, Apex and LEX/Aura. Managing the delivery of Data migration & integration using data transfer/ETL tools. Overseeing and/or leading End User Training and other user adoption activity. Work in an agile culture and work in a high performance driven environment Identify and maintain key client and stakeholder relationships. Recommend new features and improvements to optimize and increase use of the client's platform. Provide technical specifications and help maintain overall documentation for the business. Adhere to and promote best practices, and design the guidelines. Commercial: Supporting Pre-sales during development of new business with new or existing clients Producing proposals & working with Salesforce to present proposals Review of proposals during the pre-sales process to ensure proposal accuracy Working with the commercial team to ensure a smooth handover in to Delivery processes Ability to work with engagement leadership to ensure accurate and achievable resourcing planning Ability to balance required engagement skills with commercial profitability General Maintain certification in selected salesforce products Maintain and improve internal team skills, processes and ways of working. Manage, mentor and coach other colleagues. Participate in the PwC culture, practices and teams. Certifications: Salesforce Certified Administrator Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Salesforce Certified Service Cloud Salesforce Certified Community Cloud (desirable) Certified Agile Practitioner (desirable) Salesforce Accredited Financial Services Cloud (desirable) Salesforce Certified Business Analyst (optional) Required Skills: Proven experience in full cycle software development with demonstrated achievements and progressive responsibilities. Advanced experience with Salesforce configurations Background in CRM process design and implementation Strong presentation and communication skills Strong aptitude; logical and analytical ability Optional Skills Support change control best practices, including management of multiple code/configuration streams, code/Configuration merging, and promoting changes to production. Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth Management) Understanding of Enterprise Architecture and Mulesoft. Experience with integrated packages e.g. AdobeSign,.DocuSign, CTI, Marketing Tools
Apr 29, 2024
Full time
Job Description & Summary A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location. Grade Responsibilities As a Manager, you'll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above Assist in the management and delivering of large projects Be involved in the financial management and commercials of client engagements Be actively involved in business development activities to help identify and research opportunities on new/existing clients Contribute to the development of your own and team's technical acumen Train, coach, and supervise staff Develop strategies to solve complex technical challenges Keep up to date with local and national business and economic issues Continue to develop internal relationships and your PwC brand The role This is a consulting role with an equal emphasis on technical delivery and strong client management. You will be the clients' primary point of contact for the scope, requirements and Salesforce solution; taking overall accountability for individual projects, delivering client solutions using Salesforce and wider technology sets. You will be hands on both in terms of client engagement and technical implementation. You will operate across the project lifecycle from pre-sales & discovery through to development, testing, deployments and training. Role Responsibilities: Development of client solutions: Owning and Managing engagement deliverables pertaining to all aspects of Salesforce Technology. Managing and leading discovery & design workshops to identify client requirements. Designing and/or Reviewing of Salesforce solutions to meet client requirements. Owning and managing the estimation of engagements in discovery, pre-build and in-build phases. Managing the build of Salesforce solutions using configuration. Responsibility for the quality and timeliness of all build deliverables. Ability to perform Customisation of Salesforce using Configuration, Apex and LEX/Aura. Managing the delivery of Data migration & integration using data transfer/ETL tools. Overseeing and/or leading End User Training and other user adoption activity. Work in an agile culture and work in a high performance driven environment Identify and maintain key client and stakeholder relationships. Recommend new features and improvements to optimize and increase use of the client's platform. Provide technical specifications and help maintain overall documentation for the business. Adhere to and promote best practices, and design the guidelines. Commercial: Supporting Pre-sales during development of new business with new or existing clients Producing proposals & working with Salesforce to present proposals Review of proposals during the pre-sales process to ensure proposal accuracy Working with the commercial team to ensure a smooth handover in to Delivery processes Ability to work with engagement leadership to ensure accurate and achievable resourcing planning Ability to balance required engagement skills with commercial profitability General Maintain certification in selected salesforce products Maintain and improve internal team skills, processes and ways of working. Manage, mentor and coach other colleagues. Participate in the PwC culture, practices and teams. Certifications: Salesforce Certified Administrator Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Salesforce Certified Service Cloud Salesforce Certified Community Cloud (desirable) Certified Agile Practitioner (desirable) Salesforce Accredited Financial Services Cloud (desirable) Salesforce Certified Business Analyst (optional) Required Skills: Proven experience in full cycle software development with demonstrated achievements and progressive responsibilities. Advanced experience with Salesforce configurations Background in CRM process design and implementation Strong presentation and communication skills Strong aptitude; logical and analytical ability Optional Skills Support change control best practices, including management of multiple code/configuration streams, code/Configuration merging, and promoting changes to production. Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth Management) Understanding of Enterprise Architecture and Mulesoft. Experience with integrated packages e.g. AdobeSign,.DocuSign, CTI, Marketing Tools
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.
This part-time position has a starting salary of £12,489 per annum based on an 18 hour working week, pro-rata to £24,977 full-time equivalent. We operate an agile work style meaning you can undertake the role though a combination of working from our Woking offices with the flexibility to work remotely at home , or wherever you feel most productive. A laptop and mobile phone will be provided. This can be discussed further at interview. We are excited to be hiring a new Team Administrator to join our fantastic Adoption team in Woking. This is a varied and rewarding role where you will contribute to making a real difference for the children and adults whose lives are touched by adoption. 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 Adoption South East (ASE) is a regional adoption agency which launched on April 1st 2020. We provide adoption services on behalf of four Local Authorities: Surrey, West Sussex, East Sussex and Brighton and Hove, under a partnership agreement. We already have nearly 100 staff working in ASE, including Social Workers, Managers, Support Workers and dedicated Business Support staff. We are now searching for a Team Administrator to join our friendly and supportive Woking team. About the Role Within your role as Team Administrator you will be responsible for letter exchanges between families of origin and adoptive families, dealing with enquiries, handling adoption records and updating our case management system. As a member of the wider Business Support team, which consists of six Administrators, you will offer additional help when others have a peak of work and will also benefit from the same level of support. Shortlisting Criteria As part of your application you will be asked to submit a CV and answer the following questions: Please tell us about your motivations for applying for this role. Please tell us about, and provide examples of, your experience of dealing with sensitive customer data? Having read the job advert please tell us what you think good customer service looks like from a Team Administrator in the Adoption Team? Please tell us about your experience of using Sharepoint, Microsoft Office or case management systems? To be considered for shortlisting for this position your CV and answers to the questions above will clearly evidence: A solid background in administration and working with highly confidential information Good attention to detail Excellent customer service and communication skills and confident liaising with a wide range of professionals and service users You are confident, organised and able to implement a proactive approach to your work with the ability to work to tight deadlines Excellent IT skills and be proficient in using Microsoft Office The job advert closes at 23:59 on 28th April 2024 with interviews planned for week commencing 6th May 2024. We look forward to receiving your application, please click on the apply online button below to submit. An enhanced DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) and the Children's and Adults' Barred List checks will be required for this role. 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 part-time position has a starting salary of £12,489 per annum based on an 18 hour working week, pro-rata to £24,977 full-time equivalent. We operate an agile work style meaning you can undertake the role though a combination of working from our Woking offices with the flexibility to work remotely at home , or wherever you feel most productive. A laptop and mobile phone will be provided. This can be discussed further at interview. We are excited to be hiring a new Team Administrator to join our fantastic Adoption team in Woking. This is a varied and rewarding role where you will contribute to making a real difference for the children and adults whose lives are touched by adoption. 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 Adoption South East (ASE) is a regional adoption agency which launched on April 1st 2020. We provide adoption services on behalf of four Local Authorities: Surrey, West Sussex, East Sussex and Brighton and Hove, under a partnership agreement. We already have nearly 100 staff working in ASE, including Social Workers, Managers, Support Workers and dedicated Business Support staff. We are now searching for a Team Administrator to join our friendly and supportive Woking team. About the Role Within your role as Team Administrator you will be responsible for letter exchanges between families of origin and adoptive families, dealing with enquiries, handling adoption records and updating our case management system. As a member of the wider Business Support team, which consists of six Administrators, you will offer additional help when others have a peak of work and will also benefit from the same level of support. Shortlisting Criteria As part of your application you will be asked to submit a CV and answer the following questions: Please tell us about your motivations for applying for this role. Please tell us about, and provide examples of, your experience of dealing with sensitive customer data? Having read the job advert please tell us what you think good customer service looks like from a Team Administrator in the Adoption Team? Please tell us about your experience of using Sharepoint, Microsoft Office or case management systems? To be considered for shortlisting for this position your CV and answers to the questions above will clearly evidence: A solid background in administration and working with highly confidential information Good attention to detail Excellent customer service and communication skills and confident liaising with a wide range of professionals and service users You are confident, organised and able to implement a proactive approach to your work with the ability to work to tight deadlines Excellent IT skills and be proficient in using Microsoft Office The job advert closes at 23:59 on 28th April 2024 with interviews planned for week commencing 6th May 2024. We look forward to receiving your application, please click on the apply online button below to submit. An enhanced DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) and the Children's and Adults' Barred List checks will be required for this role. 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.
HDI Global Specialty SE is a specialty lines insurer. It is owned by HDI Global SE, part of the Talanx Group. HDI Global Specialty's focus is on writing agency and specialty insurance business with operations in 9 locations and access to a global network of more than 175 countries through the HDI Global SE network. HDI Global Specialty also enjoys the same financial strength as HDI Global SE. The role Support the delivery of the functional strategic plans by being responsible for certain legal activities, which includes planning and organising own workload/resources to ensure responsibilities and commitments are performed to the required standards, timescales and targets. Responsible for ensuring that all activities performed by HDI Specialty UK Branch or those which are co-sourced are conducted in accordance with relevant regulations and to ensure maintenance of required standards of legal compliance. Key accountabilities Provision of legal and regulatory advice to HDI Specialty UK Branch Provide legal experience and expertise, including drafting, negotiation and review of all relevant commercial agreements in accordance with regulatory requirements and internal controls (for example: agency agreements, binding authority agreements, third party administrator agreements, agreements for services, SLAs, non-standard TOBAs, run-off agreements, co-insurance agreements, re-insurance agreements, share purchase agreements, software & licence agreements and confidentiality agreements) To maintain knowledge and work with the rest of the legal team on local data protection and privacy law Work in a cross-border team to resolve legal issues Horizon scanning and monitoring all relevant legal developments for circulation to the department, business, and in order to strategically advise senior management and Home Office (where applicable) Provide assistance with maintaining the UK legal precedent bank When required, review and adapt UK policies for local laws and regulations To provide assistance on non-Claims department disputes and settlement discussions and, where necessary, oversee instructions of external legal counsel Assist with and where necessary advise the business on HSUB-related corporate legal matters, including Part VII/portfolio transfers and M&A activities Develop client relationships in conjunction with underwriting functions, including participating in Principal's Meetings where necessary Escalate any issues and inefficiencies identified within the department and assist with revising working methods/processes to enhance effectiveness, quality and processes for the department, including identifying appropriate legal technology Provide training to the business on new and ongoing legal issues Identify courses and seminars relevant to the legal team and make recommendations for their attendance to ensure CPD maintenance Skills & experience Law degree (or equivalent) and admission to practice in a Commonwealth Jurisdiction with at least NQ to 4 years' post qualification experience (obtained either in private practice or in-house) Experience within general insurance, preferably non-life Proactive and highly motivated Other If you require support with your application, please contact
Apr 28, 2024
Full time
HDI Global Specialty SE is a specialty lines insurer. It is owned by HDI Global SE, part of the Talanx Group. HDI Global Specialty's focus is on writing agency and specialty insurance business with operations in 9 locations and access to a global network of more than 175 countries through the HDI Global SE network. HDI Global Specialty also enjoys the same financial strength as HDI Global SE. The role Support the delivery of the functional strategic plans by being responsible for certain legal activities, which includes planning and organising own workload/resources to ensure responsibilities and commitments are performed to the required standards, timescales and targets. Responsible for ensuring that all activities performed by HDI Specialty UK Branch or those which are co-sourced are conducted in accordance with relevant regulations and to ensure maintenance of required standards of legal compliance. Key accountabilities Provision of legal and regulatory advice to HDI Specialty UK Branch Provide legal experience and expertise, including drafting, negotiation and review of all relevant commercial agreements in accordance with regulatory requirements and internal controls (for example: agency agreements, binding authority agreements, third party administrator agreements, agreements for services, SLAs, non-standard TOBAs, run-off agreements, co-insurance agreements, re-insurance agreements, share purchase agreements, software & licence agreements and confidentiality agreements) To maintain knowledge and work with the rest of the legal team on local data protection and privacy law Work in a cross-border team to resolve legal issues Horizon scanning and monitoring all relevant legal developments for circulation to the department, business, and in order to strategically advise senior management and Home Office (where applicable) Provide assistance with maintaining the UK legal precedent bank When required, review and adapt UK policies for local laws and regulations To provide assistance on non-Claims department disputes and settlement discussions and, where necessary, oversee instructions of external legal counsel Assist with and where necessary advise the business on HSUB-related corporate legal matters, including Part VII/portfolio transfers and M&A activities Develop client relationships in conjunction with underwriting functions, including participating in Principal's Meetings where necessary Escalate any issues and inefficiencies identified within the department and assist with revising working methods/processes to enhance effectiveness, quality and processes for the department, including identifying appropriate legal technology Provide training to the business on new and ongoing legal issues Identify courses and seminars relevant to the legal team and make recommendations for their attendance to ensure CPD maintenance Skills & experience Law degree (or equivalent) and admission to practice in a Commonwealth Jurisdiction with at least NQ to 4 years' post qualification experience (obtained either in private practice or in-house) Experience within general insurance, preferably non-life Proactive and highly motivated Other If you require support with your application, please contact
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: Acting a main liaison between the Paraplanners and Financial Advisors Updating and managing the diary system for a busy Financial Advisor Liaising with clients Preparing client review packs and documentation Acting on post-meeting tasks Dealing with letters of authority and liaising with providers to ensure new business is processed Writing suitability letters Processing new business on different platforms, including their own in-house DFM If you would like to undertake study towards professional qualifications, our client would happily support this. IFA Administrator Requirements You must have experience within financial planning (ideally, 5+ years') You must have good knowledge of investments, pensions and protection products The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. IFA Administrator Benefits Salary of £26,000 - £30,000 depending on experience Pension contribution of 8%, plus BUPA private healthcare Full-time or part-time roles available Office based role initially, with some flexible working thereafter Free car parking Culture This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas. Location Near Coventry Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 28, 2024
Full time
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: Acting a main liaison between the Paraplanners and Financial Advisors Updating and managing the diary system for a busy Financial Advisor Liaising with clients Preparing client review packs and documentation Acting on post-meeting tasks Dealing with letters of authority and liaising with providers to ensure new business is processed Writing suitability letters Processing new business on different platforms, including their own in-house DFM If you would like to undertake study towards professional qualifications, our client would happily support this. IFA Administrator Requirements You must have experience within financial planning (ideally, 5+ years') You must have good knowledge of investments, pensions and protection products The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. IFA Administrator Benefits Salary of £26,000 - £30,000 depending on experience Pension contribution of 8%, plus BUPA private healthcare Full-time or part-time roles available Office based role initially, with some flexible working thereafter Free car parking Culture This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas. Location Near Coventry Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports. Candidates need to have proven financial services / wealth management adminstration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.
Apr 28, 2024
Full time
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports. Candidates need to have proven financial services / wealth management adminstration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.
Carousel Consultancy Ltd
Bury St. Edmunds, Suffolk
Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid Working - c£35k + benefits and bonus Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team Provide administrative support to investment service activities Competitive salary and benefits package offered On-site parking available Hybrid working - 3 days per week in the office Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Investment Management Secretary / Wealth Management Administrator or Finance Secretary 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 administrative 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 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. 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 - Investment 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 c2 years experience in Investment / Wealth Management at some point in your career 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 An understanding of the UK Regulatory framework is desirable Interested in this Investment Secretary / Desk Administrator 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 - Investment Management'
Apr 28, 2024
Full time
Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid Working - c£35k + benefits and bonus Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team Provide administrative support to investment service activities Competitive salary and benefits package offered On-site parking available Hybrid working - 3 days per week in the office Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Investment Management Secretary / Wealth Management Administrator or Finance Secretary 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 administrative 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 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. 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 - Investment 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 c2 years experience in Investment / Wealth Management at some point in your career 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 An understanding of the UK Regulatory framework is desirable Interested in this Investment Secretary / Desk Administrator 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 - Investment Management'
Scottish Rowing: Chief Executive Officer Position: Chief Executive Officer Re sponsible to: President of Scottish Rowing and Board of Directors Contract Type: Full Time Permanent Location: Scotland Background Scottish Rowing is the Governing Body for rowing in Scotland. Our vision is a successful and thriving rowing community and our mission is to support and empower people in Scotland to enjoy rowing and achieve their potential. Since 2022, Scottish Rowing has gone through a period of significant change with the introduction of a new Olympic and Commonwealth discipline, the expansion of the performance programme and a specific focus on extending the reach of the sport of rowing. We are about to undertake our next strategic review - setting the direction for Scottish Rowing for 2026-29 and beyond and are seeking a new CEO to lead the organisation through this review and on to the next exciting phase in its development. Scottish Rowing currently employs a team of 14 staff, including three dedicated coaching posts and is based at the Scottish Rowing Centre - its own dedicated training facility at Strathclyde Country Park. The CEO will be responsible to the President and Board of Directors and is charged with delivering the organisation's strategic objectives, and providing leadership, support and guidance to the Scottish Rowing team, and leading the rowing community across Scotland. The CEO is expected to work closely with the rowing community to widen participation in rowing and improve performance across all disciplines. These aims will be underpinned by a commitment to outstanding governance and leadership and an effective communication strategy. This role requires a strong and dynamic leader who is passionate about the power sport has to change lives and is driven to make a difference through the continued development and growth of rowing across Scotland. This opportunity would suit an experienced sports administrator, but equally we are interested to receive applications from ambitious early career leaders who can demonstrate that they have the skills and experience to step up to a CEO role in a growing Scottish Governing Body of Sport. Key Re sponsibilities: Strategic and operational Delivery The Chief Executive Officer will: lead the development, implementation and delivery of the Scottish Rowing strategic plan, in collaboration with the Board, Scottish Rowing community, and other key stakeholders work with the Board to monitor and develop the strategic plan and be accountable for performance against it establish annual targets, aligned to the strategic goals deliver annual operational plans and budgets aligned to the achievement of annual targets maintain policies and procedures to ensure that the organisation remains compliant with all relevant legislation and best practice work with the Finance Director and relevant committees to ensure that the organisation manages its finances in accordance with company policy oversee continual improvement in the organisation's ability to communicate with its stakeholders develop an asset base that provides the opportunity to attract commercial income and sponsorship to diversify the company's income streams Leadership The Chief Executive Officer will: ensure that Scottish Rowing enhances its position as a modern, forward thinking and high-achieving governing body work with the Board and relevant committees to ensure that the organisation upholds the highest standards of governance, in accordance with current best practice recruit and develop staff, establishing an optimal structure and developing a performance culture and clarity of purpose, responsibility and accountability establish a collaborative approach to the achievement of strategic and annual goals Management, Administration & Governance The Chief Executive Officer will: serve as the senior employee and ultimate line manager for Scottish Rowing's staff actively work to train and develop staff members to ensure they reach full potential ensure the personnel systems are sound and provide a framework within which employees are continuously evaluated and encouraged to assume greater levels of responsibility continuously review and improve existing management systems in order to improve efficiency continuously evaluate the financial condition of Scottish Rowing and ensure that proper controls are in place to ensure its long-term viability ensure accurate information on the current financial situation is presented to the Board of Directors on at least a quarterly basis Partnerships The Chief Executive Officer will develop and maintain effective partnerships to maximise the impact of Scottish Rowing with the following key partners and stakeholders: Clubs and Scottish Rowing membership Scottish Government Active Scotland British Rowing Welsh Rowing Local Authorities / Leisure Trusts HE partners Commonwealth Games Scotland Commonwealth Rowing Federation Person Specification Applicants for the position of CEO of Scottish Rowing should meet the following personal specifications. Ke y skills and experience required: Experience in a senior leadership role within a sport-related organisation Hands-on management and team leadership experience Demonstrable experience of financial management Strong strategic and operational planning skills, and the ability to prioritise work by using resources effectively and efficiently An ability to build trust and work in partnership with a Board and to harness their knowledge and experience Excellent communication skills with evidence of an ability to communicate with a variety of diverse stakeholders including the media when required A track record of producing innovative solutions to business challenges A sound working knowledge of the relationship between sport and the public and private sectors Abilityto build and maintain strong, transparent relationships with key stakeholders Ability to support, challenge and manage a relationship with Directors, Committee Members and Staff B e h a vi o u r a l competencies and qualities required: Outstanding personal and professional integrity A willingness to take direction and advice from the Chair and Board, whilst also feeling confident enough to challenge and listen to alternative views Strategic perspective, vision and ability to work positively within a team Drive and commitment and the ability to demonstrate this to others Strong interpersonal, communication and negotiation skills and the ability to develop effective, sustainable partnerships Selflessness, integrity, objectivity, accountability, openness, honesty and leadership A commitment to the sport and the organisation Strong intellectual and analytical abilities Innovative thinker and ability to focus on the issues to be dealt with Dynamic, enthusiastic and energetic Resilience and ability to make things happen Qualifications/skills required: Undergraduate degree or equivalent qualification/ work experience Highly computer literate How to apply Scottish Rowing is committed to selecting staff solely based on their ability to do the job for which they are being recruited and welcomes applications from all sections of the community. Applicants should return a completed application form and CV by email to , or by post to Scottish Rowing, Scottish Rowing Centre, 366 Hamilton Road, Motherwell, ML1 3ED. Our Equality monitoring form should be completed using the link below. Applications for this position close at 11:59pm on Monday 15 th April 2024. Interviews will be held on 25 th April 2024.
Apr 28, 2024
Full time
Scottish Rowing: Chief Executive Officer Position: Chief Executive Officer Re sponsible to: President of Scottish Rowing and Board of Directors Contract Type: Full Time Permanent Location: Scotland Background Scottish Rowing is the Governing Body for rowing in Scotland. Our vision is a successful and thriving rowing community and our mission is to support and empower people in Scotland to enjoy rowing and achieve their potential. Since 2022, Scottish Rowing has gone through a period of significant change with the introduction of a new Olympic and Commonwealth discipline, the expansion of the performance programme and a specific focus on extending the reach of the sport of rowing. We are about to undertake our next strategic review - setting the direction for Scottish Rowing for 2026-29 and beyond and are seeking a new CEO to lead the organisation through this review and on to the next exciting phase in its development. Scottish Rowing currently employs a team of 14 staff, including three dedicated coaching posts and is based at the Scottish Rowing Centre - its own dedicated training facility at Strathclyde Country Park. The CEO will be responsible to the President and Board of Directors and is charged with delivering the organisation's strategic objectives, and providing leadership, support and guidance to the Scottish Rowing team, and leading the rowing community across Scotland. The CEO is expected to work closely with the rowing community to widen participation in rowing and improve performance across all disciplines. These aims will be underpinned by a commitment to outstanding governance and leadership and an effective communication strategy. This role requires a strong and dynamic leader who is passionate about the power sport has to change lives and is driven to make a difference through the continued development and growth of rowing across Scotland. This opportunity would suit an experienced sports administrator, but equally we are interested to receive applications from ambitious early career leaders who can demonstrate that they have the skills and experience to step up to a CEO role in a growing Scottish Governing Body of Sport. Key Re sponsibilities: Strategic and operational Delivery The Chief Executive Officer will: lead the development, implementation and delivery of the Scottish Rowing strategic plan, in collaboration with the Board, Scottish Rowing community, and other key stakeholders work with the Board to monitor and develop the strategic plan and be accountable for performance against it establish annual targets, aligned to the strategic goals deliver annual operational plans and budgets aligned to the achievement of annual targets maintain policies and procedures to ensure that the organisation remains compliant with all relevant legislation and best practice work with the Finance Director and relevant committees to ensure that the organisation manages its finances in accordance with company policy oversee continual improvement in the organisation's ability to communicate with its stakeholders develop an asset base that provides the opportunity to attract commercial income and sponsorship to diversify the company's income streams Leadership The Chief Executive Officer will: ensure that Scottish Rowing enhances its position as a modern, forward thinking and high-achieving governing body work with the Board and relevant committees to ensure that the organisation upholds the highest standards of governance, in accordance with current best practice recruit and develop staff, establishing an optimal structure and developing a performance culture and clarity of purpose, responsibility and accountability establish a collaborative approach to the achievement of strategic and annual goals Management, Administration & Governance The Chief Executive Officer will: serve as the senior employee and ultimate line manager for Scottish Rowing's staff actively work to train and develop staff members to ensure they reach full potential ensure the personnel systems are sound and provide a framework within which employees are continuously evaluated and encouraged to assume greater levels of responsibility continuously review and improve existing management systems in order to improve efficiency continuously evaluate the financial condition of Scottish Rowing and ensure that proper controls are in place to ensure its long-term viability ensure accurate information on the current financial situation is presented to the Board of Directors on at least a quarterly basis Partnerships The Chief Executive Officer will develop and maintain effective partnerships to maximise the impact of Scottish Rowing with the following key partners and stakeholders: Clubs and Scottish Rowing membership Scottish Government Active Scotland British Rowing Welsh Rowing Local Authorities / Leisure Trusts HE partners Commonwealth Games Scotland Commonwealth Rowing Federation Person Specification Applicants for the position of CEO of Scottish Rowing should meet the following personal specifications. Ke y skills and experience required: Experience in a senior leadership role within a sport-related organisation Hands-on management and team leadership experience Demonstrable experience of financial management Strong strategic and operational planning skills, and the ability to prioritise work by using resources effectively and efficiently An ability to build trust and work in partnership with a Board and to harness their knowledge and experience Excellent communication skills with evidence of an ability to communicate with a variety of diverse stakeholders including the media when required A track record of producing innovative solutions to business challenges A sound working knowledge of the relationship between sport and the public and private sectors Abilityto build and maintain strong, transparent relationships with key stakeholders Ability to support, challenge and manage a relationship with Directors, Committee Members and Staff B e h a vi o u r a l competencies and qualities required: Outstanding personal and professional integrity A willingness to take direction and advice from the Chair and Board, whilst also feeling confident enough to challenge and listen to alternative views Strategic perspective, vision and ability to work positively within a team Drive and commitment and the ability to demonstrate this to others Strong interpersonal, communication and negotiation skills and the ability to develop effective, sustainable partnerships Selflessness, integrity, objectivity, accountability, openness, honesty and leadership A commitment to the sport and the organisation Strong intellectual and analytical abilities Innovative thinker and ability to focus on the issues to be dealt with Dynamic, enthusiastic and energetic Resilience and ability to make things happen Qualifications/skills required: Undergraduate degree or equivalent qualification/ work experience Highly computer literate How to apply Scottish Rowing is committed to selecting staff solely based on their ability to do the job for which they are being recruited and welcomes applications from all sections of the community. Applicants should return a completed application form and CV by email to , or by post to Scottish Rowing, Scottish Rowing Centre, 366 Hamilton Road, Motherwell, ML1 3ED. Our Equality monitoring form should be completed using the link below. Applications for this position close at 11:59pm on Monday 15 th April 2024. Interviews will be held on 25 th April 2024.
Job Title: Senior IFA Administrator Location: Northampton Salary: £25,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
Apr 27, 2024
Full time
Job Title: Senior IFA Administrator Location: Northampton Salary: £25,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Leeds
Apr 27, 2024
Full time
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Leeds
Financial Planning Administrator - Knutsford, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Knutsford
Apr 27, 2024
Full time
Financial Planning Administrator - Knutsford, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Knutsford
Job Title: ?IFA Administrator Industry:? Financial Services Location:? Nottingham Salary:? £25,000 - £30,000 Job ref: 8991 Job Description: Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an?IFA?administrator to join their team. The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice. They are looking for someone to liaise with third-party providers, process new business, obtain valuations and illustrations and help with general?administration tasks. Are you an experienced, professional with excellent interpersonal skills seeking the next step in your career? Well, look no further! Our clients are a long-established Financial Advice Firm and are seeking a proactive?IFA?administrator to join their ever-growing team. What's in it for you: Salary ranging from £25,000-£30,000 Annual discretionary bonus Generous Holiday allowance - increasing over time served Long-Term Sickness Policy Death in Service Pension contribution Continued exam support Working from home flexibility past probation Skills and experience required: A minimum of 2 years' financial planning administration experience Some R0 exams would be advantageous but not essential 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 wealth management firm based in Nottingham on a financial planning administration role. Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience
Apr 27, 2024
Full time
Job Title: ?IFA Administrator Industry:? Financial Services Location:? Nottingham Salary:? £25,000 - £30,000 Job ref: 8991 Job Description: Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an?IFA?administrator to join their team. The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice. They are looking for someone to liaise with third-party providers, process new business, obtain valuations and illustrations and help with general?administration tasks. Are you an experienced, professional with excellent interpersonal skills seeking the next step in your career? Well, look no further! Our clients are a long-established Financial Advice Firm and are seeking a proactive?IFA?administrator to join their ever-growing team. What's in it for you: Salary ranging from £25,000-£30,000 Annual discretionary bonus Generous Holiday allowance - increasing over time served Long-Term Sickness Policy Death in Service Pension contribution Continued exam support Working from home flexibility past probation Skills and experience required: A minimum of 2 years' financial planning administration experience Some R0 exams would be advantageous but not essential 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 wealth management firm based in Nottingham on a financial planning administration role. Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience
North Oak Recruitment Ltd
Nottingham, Nottinghamshire
IFA ADMINISTRATOR - WEALTH MANAGEMENT West Bridgford, Nottinghamshire (our Ref AL1285) Salary to c£26,000 - £30,000 plus bonus and benefits, depending on experience Working from home part of the week can be agreed My client is an established and professional wealth management organisation and they are now looking to appoint an experienced IFA Administrator who has preferably worked within an IFA / Wealth Management environment and has a positive and professional attitude with strong interpersonal skills. Responsibilities of the role Administrative support to encompass the processing of new business and client valuations To compile basic suitability reports from structured templates Preparing agendas and paperwork for client review meetings To act as a liaison, point for clients and providers To maintain and update client information within Xplan and AWS Morningstar To assist the Practice Manager with operational projects Pursue personal development of skills and knowledge necessary for the effective performance of the role Skills required Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative Numerate - have good analytical skills Excellent standard of written & verbal communication Ability to empathise and build strong business relationships with our client's other staff and strategic partners Attention to detail Organised, being able to work on your own initiative and able to prioritise workloads Proactive, with an ability to multi-task and possess the ability to search out solutions Ability to interpret data and produce recommendations with supporting evidence IT Literate and be competent in the use of: ? Back office systems, preferable Xplan ? MS Office and Excel 4. Qualifications/knowledge/experience Good working knowledge of Microsoft Office & Outlook Knowledge of XPLAN Software and AWS Morningstar would be an advantage Have at least 2 years' relevant experience within Financial Services Professional qualifications are an advantage Benefits Salary dependent upon experience and qualifications Discretionary annual bonus following a year's service 25 days holiday plus Bank Holidays Enrolment into the Workplace pension scheme Death in Service - 2x salary Discretionary Long-Term Sickness Policy Examinations and study material paid for by the company Hours - Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit) If this role is of interest, please submit an up-to-date CV for consideration. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Apr 27, 2024
Full time
IFA ADMINISTRATOR - WEALTH MANAGEMENT West Bridgford, Nottinghamshire (our Ref AL1285) Salary to c£26,000 - £30,000 plus bonus and benefits, depending on experience Working from home part of the week can be agreed My client is an established and professional wealth management organisation and they are now looking to appoint an experienced IFA Administrator who has preferably worked within an IFA / Wealth Management environment and has a positive and professional attitude with strong interpersonal skills. Responsibilities of the role Administrative support to encompass the processing of new business and client valuations To compile basic suitability reports from structured templates Preparing agendas and paperwork for client review meetings To act as a liaison, point for clients and providers To maintain and update client information within Xplan and AWS Morningstar To assist the Practice Manager with operational projects Pursue personal development of skills and knowledge necessary for the effective performance of the role Skills required Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative Numerate - have good analytical skills Excellent standard of written & verbal communication Ability to empathise and build strong business relationships with our client's other staff and strategic partners Attention to detail Organised, being able to work on your own initiative and able to prioritise workloads Proactive, with an ability to multi-task and possess the ability to search out solutions Ability to interpret data and produce recommendations with supporting evidence IT Literate and be competent in the use of: ? Back office systems, preferable Xplan ? MS Office and Excel 4. Qualifications/knowledge/experience Good working knowledge of Microsoft Office & Outlook Knowledge of XPLAN Software and AWS Morningstar would be an advantage Have at least 2 years' relevant experience within Financial Services Professional qualifications are an advantage Benefits Salary dependent upon experience and qualifications Discretionary annual bonus following a year's service 25 days holiday plus Bank Holidays Enrolment into the Workplace pension scheme Death in Service - 2x salary Discretionary Long-Term Sickness Policy Examinations and study material paid for by the company Hours - Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit) If this role is of interest, please submit an up-to-date CV for consideration. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location: London, NW11 Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED Salary: £30K - £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material Diarising and monitoring income payments and management fees and monitoring asset transfer reports Producing client valuations andliaising with providers for outstanding statements and dealing with queries Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients Some general office management tasks such as managing rent payments Overseeing the Junior Administrator Person Specification Knowledge and Experience IT literate in particular with Microsoft Office packages A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice Excellent written and verbal communication skills Excellent attention to detail Comfortable with numbers Personal Attributes Strong work ethic and ability to work independently and as part of a team Articulate and detail-oriented with excellent interpersonal, written and verbal skills Organised and able to manage a changing to-do list Personable with a friendly and welcoming manner
Apr 27, 2024
Full time
Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location: London, NW11 Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED Salary: £30K - £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material Diarising and monitoring income payments and management fees and monitoring asset transfer reports Producing client valuations andliaising with providers for outstanding statements and dealing with queries Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients Some general office management tasks such as managing rent payments Overseeing the Junior Administrator Person Specification Knowledge and Experience IT literate in particular with Microsoft Office packages A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice Excellent written and verbal communication skills Excellent attention to detail Comfortable with numbers Personal Attributes Strong work ethic and ability to work independently and as part of a team Articulate and detail-oriented with excellent interpersonal, written and verbal skills Organised and able to manage a changing to-do list Personable with a friendly and welcoming manner