M365 Administrator - Teams, SharePoint, Applications, Platform, Microsoft 365, Financial Services - Permanent - Up to £75,000 Base + Bonus + Benefits Our client, a well-established and growing independent Private Bank offering Banking, Wealth Management and Investment Management services based in London are looking to hire a permanent M365 Administrator to join their Infrastructure team. You will be reporting directly in to the Infrastructure Platform Lead in an independent contributor capacity, in which you will be providing end to end administration and maintenance of M365 and its related applications (including but not limited to MS Team and SharePoint on-line). This will include developing and implementing changes to the M365 Platform, champion new functionalities, work with internal teams to develop system integrations and make sure business requirements of the applications are met. Further to this you will lead the migration from shared services on to SharePoint. To be successful in this role you will need; Proven M365 Administration experience (preferably within the Financial Services industry) Generalist Microsoft 365 experience and exposure across all of the related applications Ability to work with multiple stakeholders and different business lines, ensuring the desired business outcomes are understood and met Previous experience managing and delivering changes to the M365 Platform Experience managing risks inherent to the role (both internal policies and wider financial services regulation adherence) Proven experience with MS Teams and SharePoint on-line This is an exciting opportunity for an experience M365 Administrator to join a growing organisation and take the lead on some exciting new developments within their M365 estate. Cornwallis Elt is an Employment Agency & Employment Business and has been listed 3 times in The Sunday Times Virgin Fast Track 100 of the UKs fastest growing private companies, as well as in the Recruitment International Top 250, Top 50 in IT and the Recruiter Fast 50 & Hot 100 reports.
Apr 30, 2024
Full time
M365 Administrator - Teams, SharePoint, Applications, Platform, Microsoft 365, Financial Services - Permanent - Up to £75,000 Base + Bonus + Benefits Our client, a well-established and growing independent Private Bank offering Banking, Wealth Management and Investment Management services based in London are looking to hire a permanent M365 Administrator to join their Infrastructure team. You will be reporting directly in to the Infrastructure Platform Lead in an independent contributor capacity, in which you will be providing end to end administration and maintenance of M365 and its related applications (including but not limited to MS Team and SharePoint on-line). This will include developing and implementing changes to the M365 Platform, champion new functionalities, work with internal teams to develop system integrations and make sure business requirements of the applications are met. Further to this you will lead the migration from shared services on to SharePoint. To be successful in this role you will need; Proven M365 Administration experience (preferably within the Financial Services industry) Generalist Microsoft 365 experience and exposure across all of the related applications Ability to work with multiple stakeholders and different business lines, ensuring the desired business outcomes are understood and met Previous experience managing and delivering changes to the M365 Platform Experience managing risks inherent to the role (both internal policies and wider financial services regulation adherence) Proven experience with MS Teams and SharePoint on-line This is an exciting opportunity for an experience M365 Administrator to join a growing organisation and take the lead on some exciting new developments within their M365 estate. Cornwallis Elt is an Employment Agency & Employment Business and has been listed 3 times in The Sunday Times Virgin Fast Track 100 of the UKs fastest growing private companies, as well as in the Recruitment International Top 250, Top 50 in IT and the Recruiter Fast 50 & Hot 100 reports.
TheNational Liberty Museum(NLM) seeks a dynamic leader to oversee itsOperationsDepartment and diversebusinessinitiatives. Reporting to the Museum'sChief Executive Officer, the successful candidate will play an integral role on the Museum's senior leadership team andwill possess an entrepreneurial spirit as well as excellent strategic and tactical skills to manage agrowingorganization with numerous revenue streams and an overall budget of approximately $3.5million. The COO is responsible for the effective operational, administrative, and financial management of theMuseum, providing strategic and daily operational leadership in the areas of Finance, Operations & Information Technology, Human Resources, and earned income generation. The COO will work in close cooperation with the Board of Directors and staff leadership to enhance the organization's infrastructure through thoughtful planning and the execution of sound, sustainable business practices. In addition, the COO will be expected to interface and build trusting relationships within the organization, including staff and volunteers, as well as with external entities such as auditors, information technology vendors, local and state officials, and other key stakeholders. About NLM Located in the historic district of Center City Philadelphia, the National Liberty Museum illuminates the strength and fragility of liberty through creative and meaningful exhibitions, programs and events that inspire and empower us all to put liberty into action. After 20 years, we are reimagining NLM - and the importance of liberty - for the 21stcentury and beyond. A new CEO is now in place and with investments in interpretive planning, audience engagement and design, we are transforming the Museum at a time when our mission is more critical than ever. Essential Duties and Responsibilities In partnership with the CEO, the COO will oversee the day-to-day responsibilities for planning and managing all finance-related activities of theMuseum, including institutional assurance/audit, risk management, and budgeting/forecasting. Ensure appropriate accounting control over the Museum's endowment and other investment funds. Monitor the investment portfolio and act as direct liaison with investment advisors as directed by the Board's Finance Committee. Develop new business opportunities to enhance earned income for theMuseum. Oversee and ensure the successful implementation of risk management, legal, business insurance, property management, human resources, and information technology activities, policies, and procedures. Recommend and oversee the implementation of information systems to improveNLMoperations and to provide for successful integration of Museum wide activities. Participate in ongoing strategic and tactical planning efforts that strengthen the organization's infrastructure, sustainability, and impact in the communities it serves. Act as chief compliance officer forNLMwith overall responsibility for internal control, records retention, contract administration and ethics/conflict of interest policies under the oversight of the CEO andFinanceCommittee. Understand and apply applicable laws, policies, and procedures quickly and succinctly to assure timely, consistent, and accurate implementation. Oversee HR management ofNLMemployees, including recruitment, hiring, termination, compensation, benefits administration, and professional training and development. In consultation with the CEO, oversee the performance ofMuseumsenior management staff including hiring, appraisal, and dismissal and provide day-to-day operational support to the Operations team. Oversee theMuseum's employee benefit programs and act as administrator ofMuseum's 401(k) plan. Lead, prepare, empower, delegate, and evaluate the performance of a diverse team of professional and technical personnel, ensuring staff receives effective orientation, training, and performance management guidance. Direct and oversee the activities of multiple contract service providers. Serve as primary liaison to the Finance Committeeof the Board of Directors. Grow and supervise a department offivefull-time staff. Experience & Qualifications A Bachelor's degree, with an MBA, MPA, or CPA credentials preferred. Alternately, commensurate experience that demonstrates strategic financial acumen will be considered. A minimum of eight years of financial and operational management experience; at least three years of experience at a managerial level. Strong knowledge of corporate and/or non-profit governance with significant experience interfacing with governing boards. Strong leadership and management skills that have influenced business culture through the development and implementation of strategic initiatives. Effective communication, presentation, negotiation, and problem-solving skills. Team building skills with a collaborative management style. Creative, conceptual, and analytical thinker, with sensitivity to both the artistic and business worlds. Ability to forge and maintain effective working relationships with a variety of representatives of public and private organizations, Board members, volunteers, vendors, Museum staff and the public. Proficiency in CRM systems,Altrupreferred. A passion for and commitment to theMuseum'smission. Staff will be asked to maintain a hybrid schedule with work being completed both in office and at home. Fully vaccinated against COVID-19 with a Centers for Disease Control (CDC) or World Health Organization (WHO) authorized vaccine (or approved for an exemption as a reasonable. accommodation due to a qualified disability or sincerely held religious belief oranotherlegal basis). Salary range of 100K - 135K is based on experience and includes excellent benefits. We are proud of the work environment we have built at the Museum and work each day to create an atmosphere in which everyone can contribute their ideas, energy, and enthusiasm for the important services we provide to the public. We emphasize working together as a team that is cooperative and supportive of each other; open communication is our highest priority. To Apply To Apply The National Liberty Museum is an Equal Opportunity Employer seeking a diverse workforce. Interested applicants are asked to please forward a cover letter and resume for consideration .
Apr 30, 2024
Full time
TheNational Liberty Museum(NLM) seeks a dynamic leader to oversee itsOperationsDepartment and diversebusinessinitiatives. Reporting to the Museum'sChief Executive Officer, the successful candidate will play an integral role on the Museum's senior leadership team andwill possess an entrepreneurial spirit as well as excellent strategic and tactical skills to manage agrowingorganization with numerous revenue streams and an overall budget of approximately $3.5million. The COO is responsible for the effective operational, administrative, and financial management of theMuseum, providing strategic and daily operational leadership in the areas of Finance, Operations & Information Technology, Human Resources, and earned income generation. The COO will work in close cooperation with the Board of Directors and staff leadership to enhance the organization's infrastructure through thoughtful planning and the execution of sound, sustainable business practices. In addition, the COO will be expected to interface and build trusting relationships within the organization, including staff and volunteers, as well as with external entities such as auditors, information technology vendors, local and state officials, and other key stakeholders. About NLM Located in the historic district of Center City Philadelphia, the National Liberty Museum illuminates the strength and fragility of liberty through creative and meaningful exhibitions, programs and events that inspire and empower us all to put liberty into action. After 20 years, we are reimagining NLM - and the importance of liberty - for the 21stcentury and beyond. A new CEO is now in place and with investments in interpretive planning, audience engagement and design, we are transforming the Museum at a time when our mission is more critical than ever. Essential Duties and Responsibilities In partnership with the CEO, the COO will oversee the day-to-day responsibilities for planning and managing all finance-related activities of theMuseum, including institutional assurance/audit, risk management, and budgeting/forecasting. Ensure appropriate accounting control over the Museum's endowment and other investment funds. Monitor the investment portfolio and act as direct liaison with investment advisors as directed by the Board's Finance Committee. Develop new business opportunities to enhance earned income for theMuseum. Oversee and ensure the successful implementation of risk management, legal, business insurance, property management, human resources, and information technology activities, policies, and procedures. Recommend and oversee the implementation of information systems to improveNLMoperations and to provide for successful integration of Museum wide activities. Participate in ongoing strategic and tactical planning efforts that strengthen the organization's infrastructure, sustainability, and impact in the communities it serves. Act as chief compliance officer forNLMwith overall responsibility for internal control, records retention, contract administration and ethics/conflict of interest policies under the oversight of the CEO andFinanceCommittee. Understand and apply applicable laws, policies, and procedures quickly and succinctly to assure timely, consistent, and accurate implementation. Oversee HR management ofNLMemployees, including recruitment, hiring, termination, compensation, benefits administration, and professional training and development. In consultation with the CEO, oversee the performance ofMuseumsenior management staff including hiring, appraisal, and dismissal and provide day-to-day operational support to the Operations team. Oversee theMuseum's employee benefit programs and act as administrator ofMuseum's 401(k) plan. Lead, prepare, empower, delegate, and evaluate the performance of a diverse team of professional and technical personnel, ensuring staff receives effective orientation, training, and performance management guidance. Direct and oversee the activities of multiple contract service providers. Serve as primary liaison to the Finance Committeeof the Board of Directors. Grow and supervise a department offivefull-time staff. Experience & Qualifications A Bachelor's degree, with an MBA, MPA, or CPA credentials preferred. Alternately, commensurate experience that demonstrates strategic financial acumen will be considered. A minimum of eight years of financial and operational management experience; at least three years of experience at a managerial level. Strong knowledge of corporate and/or non-profit governance with significant experience interfacing with governing boards. Strong leadership and management skills that have influenced business culture through the development and implementation of strategic initiatives. Effective communication, presentation, negotiation, and problem-solving skills. Team building skills with a collaborative management style. Creative, conceptual, and analytical thinker, with sensitivity to both the artistic and business worlds. Ability to forge and maintain effective working relationships with a variety of representatives of public and private organizations, Board members, volunteers, vendors, Museum staff and the public. Proficiency in CRM systems,Altrupreferred. A passion for and commitment to theMuseum'smission. Staff will be asked to maintain a hybrid schedule with work being completed both in office and at home. Fully vaccinated against COVID-19 with a Centers for Disease Control (CDC) or World Health Organization (WHO) authorized vaccine (or approved for an exemption as a reasonable. accommodation due to a qualified disability or sincerely held religious belief oranotherlegal basis). Salary range of 100K - 135K is based on experience and includes excellent benefits. We are proud of the work environment we have built at the Museum and work each day to create an atmosphere in which everyone can contribute their ideas, energy, and enthusiasm for the important services we provide to the public. We emphasize working together as a team that is cooperative and supportive of each other; open communication is our highest priority. To Apply To Apply The National Liberty Museum is an Equal Opportunity Employer seeking a diverse workforce. Interested applicants are asked to please forward a cover letter and resume for consideration .
Job Title: Senior Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Apr 30, 2024
Full time
Job Title: Senior Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
SNG Formerly Sovereign Housing Association
Basingstoke, Hampshire
We have an opportunity for a Project Administrator to join us here at Sovereign Network Group. This is a hybrid role where you'll be in our Basingstoke office at least two days a week. The starting salary is £24,000 - £26,000 depending on experience. The role SNG has formed an Investment Partnership with an experienced housing developer, Hill, to review the challenges of two connected neighbourhoods in Basingstoke. Together with the community we want to shape a plan for the future, and the project administrator will play a key part in the team's success. This is an opportunity to be involved with an exciting, busy project from the beginning and support a growing team. You'll be involved in setting up meetings with key stakeholders, helping to plan and facilitate community events, and assist the delivery of our strategies designed to bring about positive change to both communities. You'll also be maintaining project documents, raising purchase orders and managing invoices. What we're looking for: A high level of organisational skills The ability to work independently and as part of a team A proactive approach Experience building and maintaining strong working relationships both internally and externally Demonstratable administration skills in a busy team An interest to developing your knowledge to support and enhance the delivery of the project. The interviews will be held on Thursday 16th May. What we can offer you As a member of the Regeneration Team you will be part of a friendly, dynamic and supportive working environment. We invest in our people, and you will be able to develop your skills and learn new ones. This role can give you the opportunity for a career within a successful and diverse organisation. Some of our benefits include: £450 yearly flexible benefit pot to use against benefits of your choice Flexible working 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days) A chance to buy or sell holiday as part of our flexible benefits package A generous pension scheme matching up to 12% Life cover as soon as you join us You will be a part of our Recognition scheme where you can be gifted retail vouchers A range of wellbeing discounts including Gym Memberships A wide selection of other benefits available About us It's an exciting time to be a part of the team as Sovereign have joined forces with Network Homes to form SNG (Sovereign Network Group). Together we provide over 84,000 homes and invest in communities across London and the South of England. Our purpose is to provide good affordable homes in thriving communities that people love for generations. We invest for the long term, in individual homes, our customers and work with partners to make a lasting difference to our neighbourhoods. Sovereign Network Group's financial strength will enable us to meet housing needs, regenerate places and build on the existing strengths in our communities. We are committed to our Equality Diversity and Inclusion strategy and believe that you can truly be yourself at SNG. Take a look at our careers site to learn more about us and our values.
Apr 30, 2024
Full time
We have an opportunity for a Project Administrator to join us here at Sovereign Network Group. This is a hybrid role where you'll be in our Basingstoke office at least two days a week. The starting salary is £24,000 - £26,000 depending on experience. The role SNG has formed an Investment Partnership with an experienced housing developer, Hill, to review the challenges of two connected neighbourhoods in Basingstoke. Together with the community we want to shape a plan for the future, and the project administrator will play a key part in the team's success. This is an opportunity to be involved with an exciting, busy project from the beginning and support a growing team. You'll be involved in setting up meetings with key stakeholders, helping to plan and facilitate community events, and assist the delivery of our strategies designed to bring about positive change to both communities. You'll also be maintaining project documents, raising purchase orders and managing invoices. What we're looking for: A high level of organisational skills The ability to work independently and as part of a team A proactive approach Experience building and maintaining strong working relationships both internally and externally Demonstratable administration skills in a busy team An interest to developing your knowledge to support and enhance the delivery of the project. The interviews will be held on Thursday 16th May. What we can offer you As a member of the Regeneration Team you will be part of a friendly, dynamic and supportive working environment. We invest in our people, and you will be able to develop your skills and learn new ones. This role can give you the opportunity for a career within a successful and diverse organisation. Some of our benefits include: £450 yearly flexible benefit pot to use against benefits of your choice Flexible working 25 Days Holiday + Bank Holidays (with an extra day every year up to 30 days) A chance to buy or sell holiday as part of our flexible benefits package A generous pension scheme matching up to 12% Life cover as soon as you join us You will be a part of our Recognition scheme where you can be gifted retail vouchers A range of wellbeing discounts including Gym Memberships A wide selection of other benefits available About us It's an exciting time to be a part of the team as Sovereign have joined forces with Network Homes to form SNG (Sovereign Network Group). Together we provide over 84,000 homes and invest in communities across London and the South of England. Our purpose is to provide good affordable homes in thriving communities that people love for generations. We invest for the long term, in individual homes, our customers and work with partners to make a lasting difference to our neighbourhoods. Sovereign Network Group's financial strength will enable us to meet housing needs, regenerate places and build on the existing strengths in our communities. We are committed to our Equality Diversity and Inclusion strategy and believe that you can truly be yourself at SNG. Take a look at our careers site to learn more about us and our values.
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
Administrator Location: Liverpool Salary: 24,000 Duration: 12 Months Fixed Term Contract Benefits include: Great pension package Private medical insurance 25 days holidays + bank holidays Opportunity to buy extra holidays Duties and responsibilities: Provide a professional and reliable service for clients, investment managers, advisers, and product providers. Ensure you are adhering to the teams current SLAs and to all regulatory requirements. Accountable for administrative tasks within the team in line with the team's procedures manual. Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager Build and maintain relationships with all stakeholders, both internal and external Experience: Financial services experience A minimum of 5 GCSE's (grade A-C/ 5-9) including Maths & English Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Apr 29, 2024
Contractor
Administrator Location: Liverpool Salary: 24,000 Duration: 12 Months Fixed Term Contract Benefits include: Great pension package Private medical insurance 25 days holidays + bank holidays Opportunity to buy extra holidays Duties and responsibilities: Provide a professional and reliable service for clients, investment managers, advisers, and product providers. Ensure you are adhering to the teams current SLAs and to all regulatory requirements. Accountable for administrative tasks within the team in line with the team's procedures manual. Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager Build and maintain relationships with all stakeholders, both internal and external Experience: Financial services experience A minimum of 5 GCSE's (grade A-C/ 5-9) including Maths & English Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Part-time Administrator required to join an award-winning consultancy who provided advice on pensions, investments, insurance, energy, health analytics and employee benefit to nearly one quarter of the FTSE250 and half of the FTSE100 firms. Working within a team of over 1000 across the UK, this is a great opportunity to work with a company who really invest and appreciate their staff. Offering amazing benefits, an inclusive environment, the opportunity to upskill and learn, a long with lots of fun socials and hybrid working, this truly is a great place to work. Supporting the Pensions Admin Team, they are looking for someone with some office admin experience, but personality and the ability to muck in and learn is key. The role will be working 3 days per week / 21 hours - and you must be available to work on Thursdays and Fridays. Daily duties to include: Answering client helplines where you will be required to perform security checks prior to assisting with queries, or taking change of details by telephone in connection with an individual case Opening and scanning of post each day; scanning it to the workflow system and distributing to team members Updating and reconciling postal logs Retrieving archive files on a daily basis, scanning the required case history to the workflow system Provide regular support in the scanning of documentation in line with the departmental paperless policy Supporting the departments daily printing needs with individual cases Supporting bulk print and mailout exercises in accordance with internal deadlines Monitoring of the team's mailbox, including the allocation of work to the workflow system Updating the Portal post log with any submissions received to the mailbox Monitoring our Pension Enquires box, forwarding on the emails to the relevant teams Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements Support ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and make travel arrangements. Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR Update and inform the team leader and others on the current state of all work in progress and outstanding work
Apr 29, 2024
Full time
Part-time Administrator required to join an award-winning consultancy who provided advice on pensions, investments, insurance, energy, health analytics and employee benefit to nearly one quarter of the FTSE250 and half of the FTSE100 firms. Working within a team of over 1000 across the UK, this is a great opportunity to work with a company who really invest and appreciate their staff. Offering amazing benefits, an inclusive environment, the opportunity to upskill and learn, a long with lots of fun socials and hybrid working, this truly is a great place to work. Supporting the Pensions Admin Team, they are looking for someone with some office admin experience, but personality and the ability to muck in and learn is key. The role will be working 3 days per week / 21 hours - and you must be available to work on Thursdays and Fridays. Daily duties to include: Answering client helplines where you will be required to perform security checks prior to assisting with queries, or taking change of details by telephone in connection with an individual case Opening and scanning of post each day; scanning it to the workflow system and distributing to team members Updating and reconciling postal logs Retrieving archive files on a daily basis, scanning the required case history to the workflow system Provide regular support in the scanning of documentation in line with the departmental paperless policy Supporting the departments daily printing needs with individual cases Supporting bulk print and mailout exercises in accordance with internal deadlines Monitoring of the team's mailbox, including the allocation of work to the workflow system Updating the Portal post log with any submissions received to the mailbox Monitoring our Pension Enquires box, forwarding on the emails to the relevant teams Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements Support ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and make travel arrangements. Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR Update and inform the team leader and others on the current state of all work in progress and outstanding work
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
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Apr 29, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Apr 29, 2024
Full time
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Apr 29, 2024
Full time
Principal Pensions Administrator Monday - Friday Competitive Salary - Permanent position Requirement: Pensions Experience To administer occupational pension schemes in accordance with contracts to the required standards and deadlines. Responsible for day-to-day administration for a portfolio of occupational pension schemes plus responsibility for up to 5 staff. Principal Pension Administrator responsibilities: Carry out complex pension administration tasks and calculations including overseeing the management of treasury and payroll in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct. Accountable for ensuring the delivery of specific client/workloads. Managing and co-ordinating the delivery of admin projects Checking of non-standard correspondence and reports. Management of errors and complaints to ensure they are handled effectively and in accordance with agreed process. Supervise, train, coach and mentor staff. Assist team members as required and provide support to CSD Team Manager Check and authorise other administrators work. Attendance at Trustee and ad hoc client meetings as required. Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner. Management of trustee bank accounts. Management of investment of contributions. Assisting the client account manager with any documentation they require with carrying out their responsibilities. Ensure client work is processed accurately and in a timely manner within target dates. Prioritise work to ensure Service Level Agreements are maintained. Assisting CSD Team Manager with the monitoring of transactional activity for Tariff and Fixed fee clients. Deal with non-standard client/member queries. Carry out such other duties and take on additional responsibilities as may be agreed from time to time. To ensure timesheets are completed daily. To update agreed goals on a monthly basis. Provide feedback to CSD Team Manager on staff performance and progress against goals, highlighting any concerns to the CSD Team Manager. What we look for: Usually a minimum of 5 years' experience of occupational pension scheme administration including management and or mentoring of team members Logical approach to problem solving. Process, collect and input data and information. Ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Attention to detail. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Confidence in providing feedback. Act as mentor to Senior Administrator. Provide positive reinforcement to motivate direct reports. Arrange quarterly review meetings with direct reports and ensure they are documented. Our Benefits: 25 days annual leave allowance Private Medical insurance Pension Scheme Life Assurance Income Protections Company Bonus Scheme
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme s benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required. • Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this. • Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration. • Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved. • Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager • Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes. • Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience. • Administration experience • Customer service experience • Accuracy and ability to follow instructions • Computer literacy • Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator • Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period) • Flexi time with the ability to generate additional leave • 26 days holiday entitlement, including Christmas closure • Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you re paying in • Getting to work schemes • Private Medical Insurance • Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We re a Hybrid scheme and having recently become a Master Trust. We re the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL • managing where that money is invested • making sure we pay the right pension to the right person at the right time.
Apr 29, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme s benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required. • Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this. • Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration. • Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved. • Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager • Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes. • Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience. • Administration experience • Customer service experience • Accuracy and ability to follow instructions • Computer literacy • Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator • Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period) • Flexi time with the ability to generate additional leave • 26 days holiday entitlement, including Christmas closure • Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you re paying in • Getting to work schemes • Private Medical Insurance • Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We re a Hybrid scheme and having recently become a Master Trust. We re the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL • managing where that money is invested • making sure we pay the right pension to the right person at the right time.
Service Administrator £25,500 per annum Ready to join a company that puts employee development and progression at the forefront?! At Wireless CCTV we appreciate all our employees and know they are our strongest assets; this is the reason we are passionate about providing long-lasting careers. The Service Administrator Role Overview: Responsible for monitoring and uploading of daily service reports. Investigating incidents and giving feedback to our clients. Working as a customer liaison regarding any issues, activity, or maintenance on site. Providing assistance to the field engineering team. Logging service requirements onto the CRM system. Completing daily site reports. The Benefits: Annual Salary of £25,500 increasing to £27,000 upon successful completion of the probationary period. Private Equity backed employer, we will provide continuous support and development throughout your career. 23 days annual leave plus bank holidays, entitlement increasing with length of service from year two. Private healthcare and dental care schemes, supplying wellness and mental health support services. Company pension scheme, with employer contributions increasing with length of service. Newly refurbished open plan office, encouraging an inter-department supportive environment. Your Experience: 1 years experience within a customer service role. Excellent communication and interpersonal skills. Outstanding customer service credentials. Good computer skills. Strong organisational and time management skills. Enjoy working in a fast-paced dynamic environment. Ability to work within a team. This role will require the BS7858 clearance . Who are we?! Wireless CCTV (WCCTV) was founded in 2001 and we are established as the market leader for rapidly deployable mobile surveillance systems. We strive to maintain this by ensuring our core values of Quality, Innovation and Customer First are the focus of everything we do. In 2021, Private Equity Firm LDC made a substantial investment in WCCTV. This investment is allowing us to rapidly scale and grow in the UK and establish a larger presence and explore new opportunities within the US. In addition to this investment, we were also recently named the overall winner on the top 100 Profit Track, Ones to Watch list in the UK. We firmly believe our employees are our strongest asset, and for that reason, we are dedicated to supporting their professional and personal development. WCCTV is an equal opportunities employer and encourages applications from a broad range of backgrounds.
Apr 29, 2024
Full time
Service Administrator £25,500 per annum Ready to join a company that puts employee development and progression at the forefront?! At Wireless CCTV we appreciate all our employees and know they are our strongest assets; this is the reason we are passionate about providing long-lasting careers. The Service Administrator Role Overview: Responsible for monitoring and uploading of daily service reports. Investigating incidents and giving feedback to our clients. Working as a customer liaison regarding any issues, activity, or maintenance on site. Providing assistance to the field engineering team. Logging service requirements onto the CRM system. Completing daily site reports. The Benefits: Annual Salary of £25,500 increasing to £27,000 upon successful completion of the probationary period. Private Equity backed employer, we will provide continuous support and development throughout your career. 23 days annual leave plus bank holidays, entitlement increasing with length of service from year two. Private healthcare and dental care schemes, supplying wellness and mental health support services. Company pension scheme, with employer contributions increasing with length of service. Newly refurbished open plan office, encouraging an inter-department supportive environment. Your Experience: 1 years experience within a customer service role. Excellent communication and interpersonal skills. Outstanding customer service credentials. Good computer skills. Strong organisational and time management skills. Enjoy working in a fast-paced dynamic environment. Ability to work within a team. This role will require the BS7858 clearance . Who are we?! Wireless CCTV (WCCTV) was founded in 2001 and we are established as the market leader for rapidly deployable mobile surveillance systems. We strive to maintain this by ensuring our core values of Quality, Innovation and Customer First are the focus of everything we do. In 2021, Private Equity Firm LDC made a substantial investment in WCCTV. This investment is allowing us to rapidly scale and grow in the UK and establish a larger presence and explore new opportunities within the US. In addition to this investment, we were also recently named the overall winner on the top 100 Profit Track, Ones to Watch list in the UK. We firmly believe our employees are our strongest asset, and for that reason, we are dedicated to supporting their professional and personal development. WCCTV is an equal opportunities employer and encourages applications from a broad range of backgrounds.
Payments Administrator 26,000 - 30,000 DOE Permanent Nottingham - Flexible working/Hybrid Full Time Monday - Friday Harper Recruitment Group are working in partnership with a successful and expanding business based in South Nottingham. Due to continued success, they are looking for a bright, skilled communicator to function as the link between their clients and banking partners. The role is suited to a graduate or similar with superb Customer Service skills and an aptitude for working with figures and processing payments. What will the role involve? Opening and closing customer accounts Setting up payment processes, ensuring accuracy and compliance Conducting regular reconciliations with banking partners Processing invoices, ensuring a timely billing process Participate in compliance audits. Engage with clients via telephone, email and chatbot. Who are we looking for? Experience in Customer Service support essential. Graduate level or qualified by experience. Knowledge of Excel Positive, team player Ability to adapt to a fast paced and dynamic work environment. Experience in financial services or similar advantageous. What is in it for you? Vibrant democratic office culture based on trust and respect. Working as part of an established team of likeminded, driven high performing individuals. Investment in your learning and development - long term career opportunities Fast growing tech forward business Hybrid working Open plan office with great facilities and good energy! Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. About Harper Recruitment Group: Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby, and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis. Looking for something different? Visit our website today for a list of live vacancies or send an up-to-date CV .
Apr 29, 2024
Full time
Payments Administrator 26,000 - 30,000 DOE Permanent Nottingham - Flexible working/Hybrid Full Time Monday - Friday Harper Recruitment Group are working in partnership with a successful and expanding business based in South Nottingham. Due to continued success, they are looking for a bright, skilled communicator to function as the link between their clients and banking partners. The role is suited to a graduate or similar with superb Customer Service skills and an aptitude for working with figures and processing payments. What will the role involve? Opening and closing customer accounts Setting up payment processes, ensuring accuracy and compliance Conducting regular reconciliations with banking partners Processing invoices, ensuring a timely billing process Participate in compliance audits. Engage with clients via telephone, email and chatbot. Who are we looking for? Experience in Customer Service support essential. Graduate level or qualified by experience. Knowledge of Excel Positive, team player Ability to adapt to a fast paced and dynamic work environment. Experience in financial services or similar advantageous. What is in it for you? Vibrant democratic office culture based on trust and respect. Working as part of an established team of likeminded, driven high performing individuals. Investment in your learning and development - long term career opportunities Fast growing tech forward business Hybrid working Open plan office with great facilities and good energy! Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. About Harper Recruitment Group: Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby, and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis. Looking for something different? Visit our website today for a list of live vacancies or send an up-to-date CV .
For your information: Our clients have been operating in the financial services industry since 2004, advising clients on how best to manage their investments. They are now looking for you to join their team on a temporary basis! Your new role : Work supporting in the resourcing team filling and processing post. AD-Hoc administration tasks. Organising and supporting internal teams. What you'll need to succeed Organised. Be confident working as part of a team. Be available ASAP. Used to handling post and experience in filing. Work with internal teams. What you'll get in return Minimum wage dependent on age. Be available to start ASAP. 23 Days + Bank holidays. Be part of a growing and well-established company. Learn on the job. What you need to do now Call Kim now on (phone number removed), or make sure you upload an updated CV now! If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Apr 29, 2024
Seasonal
For your information: Our clients have been operating in the financial services industry since 2004, advising clients on how best to manage their investments. They are now looking for you to join their team on a temporary basis! Your new role : Work supporting in the resourcing team filling and processing post. AD-Hoc administration tasks. Organising and supporting internal teams. What you'll need to succeed Organised. Be confident working as part of a team. Be available ASAP. Used to handling post and experience in filing. Work with internal teams. What you'll get in return Minimum wage dependent on age. Be available to start ASAP. 23 Days + Bank holidays. Be part of a growing and well-established company. Learn on the job. What you need to do now Call Kim now on (phone number removed), or make sure you upload an updated CV now! If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Three Rivers Recruitment Ltd
Middlesbrough, Yorkshire
Exciting Career Opportunity for a Business Administrator! Are you a talented Business Administrator seeking a new challenge? Look no further! 3 Rivers Recruitment is thrilled to partner with a leading specialist business in their sector to fill this pivotal role. We are currently seeking a dedicated Business Administrator to join this esteemed company based in Teesside. As a key member of the team, you will play a crucial role in supporting the factory manager with a variety of administrative tasks. From handling invoicing to managing stocktaking and timesheets, your expertise in Business Administration and MS Excel will be instrumental in ensuring smooth operations. Our client is a renowned leader in their industry, boasting a strong order book that extends well into 2025. With recent investments in state-of-the-art machinery to enhance production capabilities, this is an excellent time to join a company on the forefront of innovation. The ideal candidate will possess a demonstrated background in Business Administration, office support, or health and safety administration. Problem-solving skills, effective communication, and a keen eye for detail are essential traits for success in this Business Administrator role. If you thrive in a fast-paced environment, excel at building relationships, and have a knack for identifying discrepancies, we want to hear from you! Don't miss out on this fantastic opportunity to advance your career with a thriving company offering long-term prospects. Apply now and take the first step towards a rewarding future as a Business Administrator! Applicants must have full right to work in the UK to be considered for this role.
Apr 29, 2024
Full time
Exciting Career Opportunity for a Business Administrator! Are you a talented Business Administrator seeking a new challenge? Look no further! 3 Rivers Recruitment is thrilled to partner with a leading specialist business in their sector to fill this pivotal role. We are currently seeking a dedicated Business Administrator to join this esteemed company based in Teesside. As a key member of the team, you will play a crucial role in supporting the factory manager with a variety of administrative tasks. From handling invoicing to managing stocktaking and timesheets, your expertise in Business Administration and MS Excel will be instrumental in ensuring smooth operations. Our client is a renowned leader in their industry, boasting a strong order book that extends well into 2025. With recent investments in state-of-the-art machinery to enhance production capabilities, this is an excellent time to join a company on the forefront of innovation. The ideal candidate will possess a demonstrated background in Business Administration, office support, or health and safety administration. Problem-solving skills, effective communication, and a keen eye for detail are essential traits for success in this Business Administrator role. If you thrive in a fast-paced environment, excel at building relationships, and have a knack for identifying discrepancies, we want to hear from you! Don't miss out on this fantastic opportunity to advance your career with a thriving company offering long-term prospects. Apply now and take the first step towards a rewarding future as a Business Administrator! Applicants must have full right to work in the UK to be considered for this role.
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers. Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards. Key Responsibilities: Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes. Cultivate and maintain strong client relationships through regular communication and interaction. Maintain accurate records and manage back-office systems in alignment with company policies. Coordinate with third-party policy providers to obtain necessary information. Liaise with operational teams to provide support on various activities, including scripts, transfers, and data changes. Prepare meeting packs and valuations as required. Assist Investment Managers in crafting new business pitches and presentations. Manage cash transfers, foreign exchange transactions, and client account balances as needed. Execute all business processes meticulously, including establishing new accounts and handling AML documentation. Identify and report risks, breaches, or errors, ensuring appropriate mitigation measures. Promote the use of digital tools among clients and provide guidance as necessary. Foster a culture of collaboration by sharing best practices with colleagues. Key Skills and Experience: Demonstrated experience in the financial services industry, ideally 2 to 5 years. Strong dedication to delivering exceptional client service. Ability to thrive under pressure and effectively prioritize tasks. Excellent written and verbal communication skills, coupled with strong organizational abilities. Proficiency in exercising judgment and proposing effective solutions to challenges. Professional Qualifications and Education: Excellent educational background, ideally with a degree, although not mandatory. Eagerness for continuous professional development through additional qualifications. Their Offer A salary of up to £40,000 commensurate with experience. A market-leading comprehensive benefits package. Support with relevant professional qualifications. If you are passionate about providing exceptional administrative support in the realm of financial services, we invite you to apply to join one of the UK's leading firms in that sector.
Apr 29, 2024
Full time
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers. Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards. Key Responsibilities: Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes. Cultivate and maintain strong client relationships through regular communication and interaction. Maintain accurate records and manage back-office systems in alignment with company policies. Coordinate with third-party policy providers to obtain necessary information. Liaise with operational teams to provide support on various activities, including scripts, transfers, and data changes. Prepare meeting packs and valuations as required. Assist Investment Managers in crafting new business pitches and presentations. Manage cash transfers, foreign exchange transactions, and client account balances as needed. Execute all business processes meticulously, including establishing new accounts and handling AML documentation. Identify and report risks, breaches, or errors, ensuring appropriate mitigation measures. Promote the use of digital tools among clients and provide guidance as necessary. Foster a culture of collaboration by sharing best practices with colleagues. Key Skills and Experience: Demonstrated experience in the financial services industry, ideally 2 to 5 years. Strong dedication to delivering exceptional client service. Ability to thrive under pressure and effectively prioritize tasks. Excellent written and verbal communication skills, coupled with strong organizational abilities. Proficiency in exercising judgment and proposing effective solutions to challenges. Professional Qualifications and Education: Excellent educational background, ideally with a degree, although not mandatory. Eagerness for continuous professional development through additional qualifications. Their Offer A salary of up to £40,000 commensurate with experience. A market-leading comprehensive benefits package. Support with relevant professional qualifications. If you are passionate about providing exceptional administrative support in the realm of financial services, we invite you to apply to join one of the UK's leading firms in that sector.
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the 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 an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the 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.
Service Administrator The role is full time Monday to Friday 7:30am-5pm plus Saturday morning every 1 in 3. The Service Administrator plays a crucial role across the workshop and service teams. Instrumental in ensuring exceptional service, smooth operational flow, and efficient administration, this is a great opportunity for an experienced administrator with excellent attention to detail and multi-tasking skills. You'll serve as a pivotal point of contact for our engineers, customers, and fellow managers, contributing significantly to the day-to-day workshop operations. Responsibilities of Service Administrators include: Acting as a primary contact for external customer inquiries. Managing work bookings Coordinating with customers regarding additional work, updates, and job-related quotes. Notifying customers when machines are ready for collection. Ensuring all engineer paperwork, such as job cards, timesheets, and warranty documents, is completed accurately and promptly. Assisting the Service Manager in preparing invoices and credits. Regularly monitoring and controlling Work in Progress (WIP) Registering new machine warranties with suppliers upon collection or delivery. Engaging in activities related to machinery sales to enhance customer service. Processing paperwork promptly for accurate reporting. Supporting the smooth functioning of the service department as needed. Experience required: Relevant experience as a Service Administrator (or similar) in a fast-paced dealership environment. Proficiency in handling warranty paperwork. Strong background in customer service. Excellent communication and engagement skills In return for your hard work: An annual salary of 26,000- 29,0000 per annum (salaried role) An annual bonus (% of salary if annual targets are met) Seasonal bonus Continuous investment in your personal and professional growth, without the confines of a training budget. 22 days annual leave plus bank holidays (increasing with length of service) Sick pay scheme Employee Assistance Programme
Apr 29, 2024
Full time
Service Administrator The role is full time Monday to Friday 7:30am-5pm plus Saturday morning every 1 in 3. The Service Administrator plays a crucial role across the workshop and service teams. Instrumental in ensuring exceptional service, smooth operational flow, and efficient administration, this is a great opportunity for an experienced administrator with excellent attention to detail and multi-tasking skills. You'll serve as a pivotal point of contact for our engineers, customers, and fellow managers, contributing significantly to the day-to-day workshop operations. Responsibilities of Service Administrators include: Acting as a primary contact for external customer inquiries. Managing work bookings Coordinating with customers regarding additional work, updates, and job-related quotes. Notifying customers when machines are ready for collection. Ensuring all engineer paperwork, such as job cards, timesheets, and warranty documents, is completed accurately and promptly. Assisting the Service Manager in preparing invoices and credits. Regularly monitoring and controlling Work in Progress (WIP) Registering new machine warranties with suppliers upon collection or delivery. Engaging in activities related to machinery sales to enhance customer service. Processing paperwork promptly for accurate reporting. Supporting the smooth functioning of the service department as needed. Experience required: Relevant experience as a Service Administrator (or similar) in a fast-paced dealership environment. Proficiency in handling warranty paperwork. Strong background in customer service. Excellent communication and engagement skills In return for your hard work: An annual salary of 26,000- 29,0000 per annum (salaried role) An annual bonus (% of salary if annual targets are met) Seasonal bonus Continuous investment in your personal and professional growth, without the confines of a training budget. 22 days annual leave plus bank holidays (increasing with length of service) Sick pay scheme Employee Assistance Programme
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.