Job Title: Sales Executive Part time Location: Doncaster Salary: £26,(Apply online only) (prorated) Work Type: Office Based Working Hours: 10.30am 5.30pm Shift Pattern: 2 x week days / 1 x Saturday or Sunday (flexible) Essential Requirements: Minimum 2 years new build sales experience. Sales Executive Role: Interaction are delighted to be working with a leading construction company dedicated to delivering high-quality projects with precision and excellence. With a focus on innovation and client satisfaction, they are looking to welcome a part-time Sales Executive with a background in new build sales to join their dynamic team. The successful Sales Executive will be outgoing, organised and self-motivated. You will be responsible for achieving New Homes Sales, in line with achieving / exceeding set targets, maximising revenues wherever possible and positively contributing to the company s growth. Sales Executive Responsibilities: To deal effectively with existing and prospective purchasers in a professional and engaging manner at all times, to ensure the best customer experience. To be proactive and promptly follow up any leads received via email, telephone, Head Office and Rightmove website. Organise the maintenance and presentation of the Marketing Suite, Show Homes and landscaping ensuring that these are to the highest standard at all times. Conduct weekly checks to ensure all on and off-site signage is accurate and in a satisfactory condition, highlighting any issues to the Sales Manager. Conduct weekly checks on the development web site page and Right Move web site, highlighting any errors or amends to the Sales Administrator and Sales Manager responsible for the development. To be familiar with all New Build Competitors in the local area & conduct a monthly report. Generate and maintain a positive working relationship with local Estate Agents to attract new leads to the development. Research the local area to acquire knowledge on all Amenities, Education, Retail Outlets and Transport Links. Utilise and promote Company Purchasing Assistance Incentives effectively and positively promote the features & benefits of the use of company nominated Panel Solicitors. Identify any issues with unsold units and present ideas / action plan in conjunction with the Sales Executive and report to the Sales Manager. Up sell Purchaser Extras from the Excellence Range in order to enhance company revenues. Complete Standard Colour Choices for unsold units as set out by the Sales Manager and company standards. Ensure that all Standard Colour Choices and optional Extras are being installed as per the choices paperwork by inspecting plots at the relevant stages of build. Conduct daily inspections on any completed unsold stock units and compile a report on a weekly basis for the Site Manager to rectify any noted defects, monitoring that the works have been completed. Maintain weekly contact with existing purchasers on all aspects of build progress and any anticipated build date changes, keeping a record of the conversation in the plot file. Maintain weekly contact with the purchaser, their IFA and Solicitor to monitor all ongoing sales through to exchange of contracts within a six-week period from date of reservation. To ensure that all plots are ready for Home Tour by conducting an inspecting upon notification from the Site Manager that the CML Cover Note has been received. Conduct Homer Tour in a professional and knowledgeable manner with the Site Manager. To ensure Plots are ready for legal completion ensuring any defects from The Home Tour have been rectified and report any findings to the Site Manager. To ensure that Legal Completion Handovers are conducted in a professional and knowledgeable manner with the Site Manager. Sales Executive Requirements: Up to date knowledge of The New Build Industry and Housing Market. Excellent verbal and written communication skills. Proven track record in New Build Sales. Excellent knowledge of; GDPR Implications, The Property Mis-descriptions Act, The Data Protection Act, The Consumer Code for House Builders. Excellent organisational and customer service skills. Computer literate on IT systems. Ability to work as part of a team and effectively manage own workload. If you are interested in this Sales Executive role, please submit your CV. For more information, please call (phone number removed) or e-mail (url removed)
May 01, 2024
Full time
Job Title: Sales Executive Part time Location: Doncaster Salary: £26,(Apply online only) (prorated) Work Type: Office Based Working Hours: 10.30am 5.30pm Shift Pattern: 2 x week days / 1 x Saturday or Sunday (flexible) Essential Requirements: Minimum 2 years new build sales experience. Sales Executive Role: Interaction are delighted to be working with a leading construction company dedicated to delivering high-quality projects with precision and excellence. With a focus on innovation and client satisfaction, they are looking to welcome a part-time Sales Executive with a background in new build sales to join their dynamic team. The successful Sales Executive will be outgoing, organised and self-motivated. You will be responsible for achieving New Homes Sales, in line with achieving / exceeding set targets, maximising revenues wherever possible and positively contributing to the company s growth. Sales Executive Responsibilities: To deal effectively with existing and prospective purchasers in a professional and engaging manner at all times, to ensure the best customer experience. To be proactive and promptly follow up any leads received via email, telephone, Head Office and Rightmove website. Organise the maintenance and presentation of the Marketing Suite, Show Homes and landscaping ensuring that these are to the highest standard at all times. Conduct weekly checks to ensure all on and off-site signage is accurate and in a satisfactory condition, highlighting any issues to the Sales Manager. Conduct weekly checks on the development web site page and Right Move web site, highlighting any errors or amends to the Sales Administrator and Sales Manager responsible for the development. To be familiar with all New Build Competitors in the local area & conduct a monthly report. Generate and maintain a positive working relationship with local Estate Agents to attract new leads to the development. Research the local area to acquire knowledge on all Amenities, Education, Retail Outlets and Transport Links. Utilise and promote Company Purchasing Assistance Incentives effectively and positively promote the features & benefits of the use of company nominated Panel Solicitors. Identify any issues with unsold units and present ideas / action plan in conjunction with the Sales Executive and report to the Sales Manager. Up sell Purchaser Extras from the Excellence Range in order to enhance company revenues. Complete Standard Colour Choices for unsold units as set out by the Sales Manager and company standards. Ensure that all Standard Colour Choices and optional Extras are being installed as per the choices paperwork by inspecting plots at the relevant stages of build. Conduct daily inspections on any completed unsold stock units and compile a report on a weekly basis for the Site Manager to rectify any noted defects, monitoring that the works have been completed. Maintain weekly contact with existing purchasers on all aspects of build progress and any anticipated build date changes, keeping a record of the conversation in the plot file. Maintain weekly contact with the purchaser, their IFA and Solicitor to monitor all ongoing sales through to exchange of contracts within a six-week period from date of reservation. To ensure that all plots are ready for Home Tour by conducting an inspecting upon notification from the Site Manager that the CML Cover Note has been received. Conduct Homer Tour in a professional and knowledgeable manner with the Site Manager. To ensure Plots are ready for legal completion ensuring any defects from The Home Tour have been rectified and report any findings to the Site Manager. To ensure that Legal Completion Handovers are conducted in a professional and knowledgeable manner with the Site Manager. Sales Executive Requirements: Up to date knowledge of The New Build Industry and Housing Market. Excellent verbal and written communication skills. Proven track record in New Build Sales. Excellent knowledge of; GDPR Implications, The Property Mis-descriptions Act, The Data Protection Act, The Consumer Code for House Builders. Excellent organisational and customer service skills. Computer literate on IT systems. Ability to work as part of a team and effectively manage own workload. If you are interested in this Sales Executive role, please submit your CV. For more information, please call (phone number removed) or e-mail (url removed)
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management click apply for full job details
May 01, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management click apply for full job details
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. The salary for this role would be £24,000 - £28,000 as a guide with additional benefits. This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable. Situated outside Manchester, to the north, this firm near to Bury have recognised a gap in their support team, with the ideal hire being that of an established Administrator. You will need to have experience working in a busy Financial Planning/Adviser firm and be proactive in your approach to the role. The position is all encompassing covering the processing of new business, updating systems, speaking with product providers, issuing updates to clients, dealing with client queries to name the main areas. The company have dedicated Paraplanning staff who are involved in the complex research for the client portfolios. Your role will see you working closely with all, and through the work, get to know each client's file very well. Many opportunities encourage a steady flow of gaining experienced of administration, then moving to paraplanning then advising, however this company recognises that without sound and consistent administration, not much else gets done. And with that, if you have the experience in such a role, would like to focus on the Adviser Support function and work or live in the area and would like a change, or perhaps live in the area and currently commute to the city centre or beyond, then please do consider applying.
May 01, 2024
Full time
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. The salary for this role would be £24,000 - £28,000 as a guide with additional benefits. This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable. Situated outside Manchester, to the north, this firm near to Bury have recognised a gap in their support team, with the ideal hire being that of an established Administrator. You will need to have experience working in a busy Financial Planning/Adviser firm and be proactive in your approach to the role. The position is all encompassing covering the processing of new business, updating systems, speaking with product providers, issuing updates to clients, dealing with client queries to name the main areas. The company have dedicated Paraplanning staff who are involved in the complex research for the client portfolios. Your role will see you working closely with all, and through the work, get to know each client's file very well. Many opportunities encourage a steady flow of gaining experienced of administration, then moving to paraplanning then advising, however this company recognises that without sound and consistent administration, not much else gets done. And with that, if you have the experience in such a role, would like to focus on the Adviser Support function and work or live in the area and would like a change, or perhaps live in the area and currently commute to the city centre or beyond, then please do consider applying.
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
May 01, 2024
Full time
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Somerset / Devon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
May 01, 2024
Full time
Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Somerset / Devon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Warwickshire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
May 01, 2024
Full time
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Warwickshire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Within EQ's role as a Registrar, our client companies may perform several bespoke activities or specialist tasks which can range from short term projects to long-term services. There can be a wide variety of such things, and the Specialist Boardroom Events team picks up those items that either don't fit anywhere else or would distract another team from the core BAU services those teams provide. The administration team is led by a Team Leader, who is responsibilities primarily lay within People Management. The Team Leader reports and escalates to the Team Manager, who will support the Team Leader in their role through assistance with obtaining appropriate resources, developing consistency with division and the wider group, and alignment to EQ's strategic plans. The Team Manager will also support the Team Leader directly with their own development, expectations, and welfare. Performance will be assessed through Objectives, Behaviours, the successful and smooth completion of tasks performed by the teams, adherence to group policy, governance, or regulatory requirements, remaining within budget, aggregate team SLA and Quality KPIs, as well as client and shareholder feedback and level of losses sustained. The Team Leader role is contractually office-based, at EQ's Worthing location. Occasional Working-From-Home days are acceptable, and days in other offices may also be required. A Team Leader is expected to manage their time within contracted hours but work and team requirements permitting may have some flexibility. Evening and Weekend overtime for the role and the team is typically not required but may be needed in exceptional circumstances. Job share condensed or reduced hours may be considered in exceptional circumstances. Experience/qualifications in Operational Excellence, LEAN or Six Sigma would be an advantage in this role. Core Duties/Responsibilities Coordinates and supervises the daily activities of the operational team. Sets priorities for the team to ensure task completion using the appropriate values and behaviours, KPIs and Capacity Planning. In addition, reduce waste, turnaround times whilst improving quality, right first time. Mentoring and coaching team administrators using Operational Excellent tools and techniques. Manage direct reports flexitime, annual leave, sickness, return to work meetings plus support Team Manager with any Personal Improvement Plans/Attendance Improvement Plans Developing best practices in daily huddles and visual management through regular observation and feedback. Supporting managers in sustaining the discipline of Operational Excellence routines such as huddles, structured weeks, capacity planning, skills matrix and training plans. Conducts regular 1-1 sessions with direct reports, conducts quarterly PDRs providing constructive feedback. Supports Team Manager to build a pipeline of continuous improvement items, tracked through issues and opportunities logs for SECAR activities. Ensure the team are completing daily/weekly/monthly Management Information. Maintain and utilise the Skills Matrix ensuring that training is completed and documented. Skills, Capabilities and Attributes Demonstrate a calm organised approach to staff management. Understand and embrace organisational cultures, diversity and inclusion. Governance driven to ensure appropriate processes are followed, authorities obtained, and risks mitigated. Enthusiastic and proactive to build own skills and capabilities. Ideally holding qualifications in Operational Excellence, Lean or Six Sigma. Build trust within team and across other teams. Support the development of the team through coaching, role modelling values and behaviours whilst managing change effectively. Organisational skills to manage multiple tasks and conflicting priorities. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Within EQ's role as a Registrar, our client companies may perform several bespoke activities or specialist tasks which can range from short term projects to long-term services. There can be a wide variety of such things, and the Specialist Boardroom Events team picks up those items that either don't fit anywhere else or would distract another team from the core BAU services those teams provide. The administration team is led by a Team Leader, who is responsibilities primarily lay within People Management. The Team Leader reports and escalates to the Team Manager, who will support the Team Leader in their role through assistance with obtaining appropriate resources, developing consistency with division and the wider group, and alignment to EQ's strategic plans. The Team Manager will also support the Team Leader directly with their own development, expectations, and welfare. Performance will be assessed through Objectives, Behaviours, the successful and smooth completion of tasks performed by the teams, adherence to group policy, governance, or regulatory requirements, remaining within budget, aggregate team SLA and Quality KPIs, as well as client and shareholder feedback and level of losses sustained. The Team Leader role is contractually office-based, at EQ's Worthing location. Occasional Working-From-Home days are acceptable, and days in other offices may also be required. A Team Leader is expected to manage their time within contracted hours but work and team requirements permitting may have some flexibility. Evening and Weekend overtime for the role and the team is typically not required but may be needed in exceptional circumstances. Job share condensed or reduced hours may be considered in exceptional circumstances. Experience/qualifications in Operational Excellence, LEAN or Six Sigma would be an advantage in this role. Core Duties/Responsibilities Coordinates and supervises the daily activities of the operational team. Sets priorities for the team to ensure task completion using the appropriate values and behaviours, KPIs and Capacity Planning. In addition, reduce waste, turnaround times whilst improving quality, right first time. Mentoring and coaching team administrators using Operational Excellent tools and techniques. Manage direct reports flexitime, annual leave, sickness, return to work meetings plus support Team Manager with any Personal Improvement Plans/Attendance Improvement Plans Developing best practices in daily huddles and visual management through regular observation and feedback. Supporting managers in sustaining the discipline of Operational Excellence routines such as huddles, structured weeks, capacity planning, skills matrix and training plans. Conducts regular 1-1 sessions with direct reports, conducts quarterly PDRs providing constructive feedback. Supports Team Manager to build a pipeline of continuous improvement items, tracked through issues and opportunities logs for SECAR activities. Ensure the team are completing daily/weekly/monthly Management Information. Maintain and utilise the Skills Matrix ensuring that training is completed and documented. Skills, Capabilities and Attributes Demonstrate a calm organised approach to staff management. Understand and embrace organisational cultures, diversity and inclusion. Governance driven to ensure appropriate processes are followed, authorities obtained, and risks mitigated. Enthusiastic and proactive to build own skills and capabilities. Ideally holding qualifications in Operational Excellence, Lean or Six Sigma. Build trust within team and across other teams. Support the development of the team through coaching, role modelling values and behaviours whilst managing change effectively. Organisational skills to manage multiple tasks and conflicting priorities. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice. You should have good Financial Servicesknowledge and IFA Administrator experience. What Your Day to Day Duties Will Include as a Senior Administrator: Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firms policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. What is Needed to Be Considered to be a Trainee Paraplanner: At least 2 years Financial Services industry experience. Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred. Experience of working in a team, as well as corresponding directly with clients and third party providers. Excellent verbal and written communication skills. A professional telephone manner is important. Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ
May 01, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice. You should have good Financial Servicesknowledge and IFA Administrator experience. What Your Day to Day Duties Will Include as a Senior Administrator: Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firms policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. What is Needed to Be Considered to be a Trainee Paraplanner: At least 2 years Financial Services industry experience. Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred. Experience of working in a team, as well as corresponding directly with clients and third party providers. Excellent verbal and written communication skills. A professional telephone manner is important. Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ
Mainframe Database Administrator x2 Lloyds Banking Group Location: Edinburgh or London Hybrid working: 2 days per week in the office and the rest from home Working Hours - Please note that this role will require you to be on call outside of normal working hours on a rota system. Salary & Benefits: £62,874 to £89,859 per annum (location AND experience dependent), plus on-call bonus, plus annual personal bonus, 15% employer pension contribution, flexible benefits package, private medical insurance, 30 days holiday plus bank holidays. Where does the role sit in Lloyds? We're the Mainframe Services Teams! We're the team that looks after the customer data for the whole of Lloyds Banking Group. Our mission is to make this data available for the right purpose with the appropriate confidentiality and always ensuring a phenomenal engineering experience, performances, resilience, and integrity. The systems we support, underpin almost everything we do as Lloyds Banking Group. We maintain these systems with the highest standard, with an ambition to take ownership of the operational support 24/7 using site reliability engineering (SRE) principles. What will you focus on in this role? As a Mainframe DBA you'll be one of the technical authorities for this area and act as SME for relevant systems. This is a hands-on role where you'll configure and maintain products and services according to Group standards and policies (and to agreed service levels), while assisting with the delivery of projects within the teams' focus - this includes out of hours. Additionally, you'll provide technical support (including incident and problem resolution for systems and processes in complex environments) Specific activities you could carry out may include; Support and implement changes to our estate within LBG as required. Resolution of incidents and problems across the LBG estate in line with LBG KPI's. Lead the Sign-off that solution/service is fit for Production environment as part of Gateway, working effectively with the project teams to ensure an efficient handover to support. Represent our support team in WAR room/conference calls with incident management and technical teams collaborating to restore service. Support testing cycles and cycling this back with collaboration to test managers on results Provide 24x7 support and provide support for projects and team workload as the need arises. Work effectively with the wider Mainframe teams in order to run the smooth transition of projects into live service. Provide consultancy skills to Application teams as required. What we're looking for in your application; We'd welcome applicants from diverse cultural and industry backgrounds and believe this is critical to success. This is a niche technical role, so as a minimum to be considered for shortlisting we need to see evidence of the following in your CV; Career background having already be an experienced Mainframe Db2 DBA. Experience of performance tuning and diagnosis. Expert Db2 knowledge on the Mainframe Strong delivery experience ideally operating in multifaceted IT environments or companies. Commercial and interpersonal awareness of how to work with 3rd Parties. About working for us; Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. If you're excited by the thought of becoming part of our Mainframe team, get in touch. We'd love to hear from you
May 01, 2024
Full time
Mainframe Database Administrator x2 Lloyds Banking Group Location: Edinburgh or London Hybrid working: 2 days per week in the office and the rest from home Working Hours - Please note that this role will require you to be on call outside of normal working hours on a rota system. Salary & Benefits: £62,874 to £89,859 per annum (location AND experience dependent), plus on-call bonus, plus annual personal bonus, 15% employer pension contribution, flexible benefits package, private medical insurance, 30 days holiday plus bank holidays. Where does the role sit in Lloyds? We're the Mainframe Services Teams! We're the team that looks after the customer data for the whole of Lloyds Banking Group. Our mission is to make this data available for the right purpose with the appropriate confidentiality and always ensuring a phenomenal engineering experience, performances, resilience, and integrity. The systems we support, underpin almost everything we do as Lloyds Banking Group. We maintain these systems with the highest standard, with an ambition to take ownership of the operational support 24/7 using site reliability engineering (SRE) principles. What will you focus on in this role? As a Mainframe DBA you'll be one of the technical authorities for this area and act as SME for relevant systems. This is a hands-on role where you'll configure and maintain products and services according to Group standards and policies (and to agreed service levels), while assisting with the delivery of projects within the teams' focus - this includes out of hours. Additionally, you'll provide technical support (including incident and problem resolution for systems and processes in complex environments) Specific activities you could carry out may include; Support and implement changes to our estate within LBG as required. Resolution of incidents and problems across the LBG estate in line with LBG KPI's. Lead the Sign-off that solution/service is fit for Production environment as part of Gateway, working effectively with the project teams to ensure an efficient handover to support. Represent our support team in WAR room/conference calls with incident management and technical teams collaborating to restore service. Support testing cycles and cycling this back with collaboration to test managers on results Provide 24x7 support and provide support for projects and team workload as the need arises. Work effectively with the wider Mainframe teams in order to run the smooth transition of projects into live service. Provide consultancy skills to Application teams as required. What we're looking for in your application; We'd welcome applicants from diverse cultural and industry backgrounds and believe this is critical to success. This is a niche technical role, so as a minimum to be considered for shortlisting we need to see evidence of the following in your CV; Career background having already be an experienced Mainframe Db2 DBA. Experience of performance tuning and diagnosis. Expert Db2 knowledge on the Mainframe Strong delivery experience ideally operating in multifaceted IT environments or companies. Commercial and interpersonal awareness of how to work with 3rd Parties. About working for us; Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. If you're excited by the thought of becoming part of our Mainframe team, get in touch. We'd love to hear from you
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
May 01, 2024
Full time
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
We are looking for an Internal Audit Reporting Assistant for a Permanent opportunity (full time) based in Milton Keynes to support the work of the department in reporting and administration. Join Our Team as an Internal Audit Reporting Assistant in Milton Keynes! Are you ready to embark on an exciting career journey where your skills and passion make a real impact? We're on the lookout for a dedicated and dynamic Internal Audit Reporting Assistant to join our team in Milton Keynes on a Permanent basis. Who Are We? We are a forward-thinking organization committed to excellence, and we're looking for someone like you to be a crucial part of our Risk & Assurance team. As our Internal Audit Reporting Assistant, you'll play a pivotal role in administrating our integrated audit database and providing essential support services. What's Your Average Day Like? In this multifaceted role, your day-to-day activities will be diverse and engaging. You'll have the opportunity to: Produce Impactful Reports: Create regular and ad hoc reports for our Internal Audit team. You'll also have the chance to produce new and additional reports as needed by our Director of Risk & Assurance and Deputy Head of Internal Audit. Produce Papers for Audit and Risk Committee: Being responsible for pulling together our reporting to our Audit and Risk committee as well as our Business Assurance committees on the work of the department and the status of audits and audit actions. Support Audit Action Tracking: Be the first point of contact for the Internal Audit team on audit action tracking and reporting through Pentana and CMO compliance. Collate and Review Data: Compile, review, and provide audit and action status for crucial committee meetings, including Business Assurance Committee, Audit & Risk Committee (ARC), and Safety, Health, and Environment (SHE) Committee meetings. Ensure Consistent Quality: Manage an effective review process to ensure that all reports maintain consistent quality standards. Process Improvement: Contribute to the identification and improvement of inefficient processes within the Internal Audit Team, adherence to audit manual documentation and sampling guidance , fostering a culture of continuous improvement. Performance Metrics: Assist in the preparation of periodic Internal Audit performance metrics for the Director of Risk & Assurance. ️ Workshop Preparation: Play a key role in the running and preparation of Internal Audit workshops, contributing your valuable insights. General Administration: Provide support in the general administration of the department, ensuring smooth operations. What essential skills and experiences are required? The successful candidate for this role will be required to be/have: - 1. Strong inter-personal skills. 2. Ability to work as a member of a team delivering audits. 3. Excellent organisational and time management skills - a good administrator. 4. Good database operation and other I.T skills (e.g. Word, Excel, SharePoint) Duration: Permanent Location: This role is based at The Quadrant:MK. For roles based in the Quadrant:MK, you must live within 90 minutes of The Quadrant. Closing date: 29th March 2024. Late applications will not be accepted. Interviews will be held W/C TBC Band & Salary: Band 5
May 01, 2024
Full time
We are looking for an Internal Audit Reporting Assistant for a Permanent opportunity (full time) based in Milton Keynes to support the work of the department in reporting and administration. Join Our Team as an Internal Audit Reporting Assistant in Milton Keynes! Are you ready to embark on an exciting career journey where your skills and passion make a real impact? We're on the lookout for a dedicated and dynamic Internal Audit Reporting Assistant to join our team in Milton Keynes on a Permanent basis. Who Are We? We are a forward-thinking organization committed to excellence, and we're looking for someone like you to be a crucial part of our Risk & Assurance team. As our Internal Audit Reporting Assistant, you'll play a pivotal role in administrating our integrated audit database and providing essential support services. What's Your Average Day Like? In this multifaceted role, your day-to-day activities will be diverse and engaging. You'll have the opportunity to: Produce Impactful Reports: Create regular and ad hoc reports for our Internal Audit team. You'll also have the chance to produce new and additional reports as needed by our Director of Risk & Assurance and Deputy Head of Internal Audit. Produce Papers for Audit and Risk Committee: Being responsible for pulling together our reporting to our Audit and Risk committee as well as our Business Assurance committees on the work of the department and the status of audits and audit actions. Support Audit Action Tracking: Be the first point of contact for the Internal Audit team on audit action tracking and reporting through Pentana and CMO compliance. Collate and Review Data: Compile, review, and provide audit and action status for crucial committee meetings, including Business Assurance Committee, Audit & Risk Committee (ARC), and Safety, Health, and Environment (SHE) Committee meetings. Ensure Consistent Quality: Manage an effective review process to ensure that all reports maintain consistent quality standards. Process Improvement: Contribute to the identification and improvement of inefficient processes within the Internal Audit Team, adherence to audit manual documentation and sampling guidance , fostering a culture of continuous improvement. Performance Metrics: Assist in the preparation of periodic Internal Audit performance metrics for the Director of Risk & Assurance. ️ Workshop Preparation: Play a key role in the running and preparation of Internal Audit workshops, contributing your valuable insights. General Administration: Provide support in the general administration of the department, ensuring smooth operations. What essential skills and experiences are required? The successful candidate for this role will be required to be/have: - 1. Strong inter-personal skills. 2. Ability to work as a member of a team delivering audits. 3. Excellent organisational and time management skills - a good administrator. 4. Good database operation and other I.T skills (e.g. Word, Excel, SharePoint) Duration: Permanent Location: This role is based at The Quadrant:MK. For roles based in the Quadrant:MK, you must live within 90 minutes of The Quadrant. Closing date: 29th March 2024. Late applications will not be accepted. Interviews will be held W/C TBC Band & Salary: Band 5
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
May 01, 2024
Full time
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced FS Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The role is office based in Horsham Immediate start
Apr 30, 2024
Full time
Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced FS Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The role is office based in Horsham Immediate start
This IFA Administrator job in Warwick is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £26,000 - £32,000 depending on experience Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days Office based role 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Warwick Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 30, 2024
Full time
This IFA Administrator job in Warwick is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £26,000 - £32,000 depending on experience Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days Office based role 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Warwick Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m. Opportunity Highlights Provide full Admin support to 2 Advisers as part of a very friendly team culture. Strong balance between career development and personal well bring to help you maximise your potential. Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation. Full study support, personal development programme, excellent social environment, bonus, and hybrid working. Only 6 months wealth management experience required To register your interest, contact Camilla Howden.
Apr 30, 2024
Full time
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m. Opportunity Highlights Provide full Admin support to 2 Advisers as part of a very friendly team culture. Strong balance between career development and personal well bring to help you maximise your potential. Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation. Full study support, personal development programme, excellent social environment, bonus, and hybrid working. Only 6 months wealth management experience required To register your interest, contact Camilla Howden.
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £22,000 to £26,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Apr 30, 2024
Full time
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £22,000 to £26,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Recruitment Circle Group LTD
Warwick, Warwickshire
Job Title: Financial Administrator Location : Barford, Warwickshire, UK (Office-Based) Type: Permanent, Full-time Salary: Up to £35,000 We are seeking a highly skilled and experienced Senior Administrator to join a dynamic team in Barford, Warwickshire. The ideal candidate should have a minimum of 5 years of administrative experience, with a preference for those who have previously worked within an independent or financial services business. Key Responsibilities: Efficiently manage day-to-day administrative tasks with a keen eye for detail. Coordinate and organize office operations to ensure effectiveness and efficiency. Handle confidential information with discretion and professionalism. Liaise with internal teams and external stakeholders to facilitate smooth business processes. Utilize strong organizational and multitasking skills to meet deadlines. Qualifications and Experience: Minimum of 5 years' experience in a senior administrative role. Previous experience in independent or financial services business is highly desirable. Proficient in office management software and MS Office Suite. Excellent organizational and time-management skills. Strong communication and interpersonal abilities. If you have a proven track record in administration and thrive in a dynamic office environment, we encourage you to apply. Take the next step in your career with us!
Apr 30, 2024
Full time
Job Title: Financial Administrator Location : Barford, Warwickshire, UK (Office-Based) Type: Permanent, Full-time Salary: Up to £35,000 We are seeking a highly skilled and experienced Senior Administrator to join a dynamic team in Barford, Warwickshire. The ideal candidate should have a minimum of 5 years of administrative experience, with a preference for those who have previously worked within an independent or financial services business. Key Responsibilities: Efficiently manage day-to-day administrative tasks with a keen eye for detail. Coordinate and organize office operations to ensure effectiveness and efficiency. Handle confidential information with discretion and professionalism. Liaise with internal teams and external stakeholders to facilitate smooth business processes. Utilize strong organizational and multitasking skills to meet deadlines. Qualifications and Experience: Minimum of 5 years' experience in a senior administrative role. Previous experience in independent or financial services business is highly desirable. Proficient in office management software and MS Office Suite. Excellent organizational and time-management skills. Strong communication and interpersonal abilities. If you have a proven track record in administration and thrive in a dynamic office environment, we encourage you to apply. Take the next step in your career with us!
Focus Search and Selection
Beaconsfield, Buckinghamshire
IFA Administrator High Wycombe Salary: £25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wycombe office. The ideal candidate must be organised, forward thinking and enjoy a challenge - as well as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn. You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. MAIN TASKS OF JOB Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs Prepare and issue client annual review packs EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. In return you will be offered a salary of £25,000 (pro rata), and generous benefits package. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Apr 30, 2024
Full time
IFA Administrator High Wycombe Salary: £25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wycombe office. The ideal candidate must be organised, forward thinking and enjoy a challenge - as well as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn. You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. MAIN TASKS OF JOB Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs Prepare and issue client annual review packs EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. In return you will be offered a salary of £25,000 (pro rata), and generous benefits package. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £22,000 to £26,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Apr 30, 2024
Full time
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £22,000 to £26,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.