Administrator Location: Liverpool Salary: 24,000 Duration: 12 Months Fixed Term Contract Benefits include: Great pension package Private medical insurance 25 days holidays + bank holidays Opportunity to buy extra holidays Duties and responsibilities: Provide a professional and reliable service for clients, investment managers, advisers, and product providers. Ensure you are adhering to the teams current SLAs and to all regulatory requirements. Accountable for administrative tasks within the team in line with the team's procedures manual. Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager Build and maintain relationships with all stakeholders, both internal and external Experience: Financial services experience A minimum of 5 GCSE's (grade A-C/ 5-9) including Maths & English Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
May 03, 2024
Contractor
Administrator Location: Liverpool Salary: 24,000 Duration: 12 Months Fixed Term Contract Benefits include: Great pension package Private medical insurance 25 days holidays + bank holidays Opportunity to buy extra holidays Duties and responsibilities: Provide a professional and reliable service for clients, investment managers, advisers, and product providers. Ensure you are adhering to the teams current SLAs and to all regulatory requirements. Accountable for administrative tasks within the team in line with the team's procedures manual. Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager Build and maintain relationships with all stakeholders, both internal and external Experience: Financial services experience A minimum of 5 GCSE's (grade A-C/ 5-9) including Maths & English Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Personal Lines Insurance Adviser Location: Bridgewater (On-site) Salary: Negotiable + Benefits We've been looking after our client's personal insurance needs for over 30 years across the South West from our 10+ branches. We invest heavily in training and development of our team and as such can provide you with a career path rather than just another job. The day to day: Provide an excellent customer experience ensuring that everyone is treated in a warm, friendly and respectful manner that shows interest in their genuine needs and leaves them feeling valued as a customer. Meet and exceed personal sales and/or other relevant targets, contributing towards the team's overall service and sales objectives/KPI's. Carry out a range of administrative duties ensuring prompt and accurate completion of all administration requirements within Company standards. Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to. As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives. What's on offer: An environment focused on putting the client first with full support for professional qualifications and career development. A negotiable basic salary + bonus and all the normal benefits (Pension, Holidays etc.) Your experience: Ideally you'll have a solid grounding in looking after Personal Insurance clients covering Home, Motor, Travel requirements - alternatively a background in banking or financial services Working knowledge of insurance broking platforms (we're on Acturis) A well-rounded skill set which includes strong Communication, Negotiation, Sales and stakeholder management skills coupled with an eye for detail around paperwork Experience within the insurance market from either the broking or insurer side
May 03, 2024
Full time
Personal Lines Insurance Adviser Location: Bridgewater (On-site) Salary: Negotiable + Benefits We've been looking after our client's personal insurance needs for over 30 years across the South West from our 10+ branches. We invest heavily in training and development of our team and as such can provide you with a career path rather than just another job. The day to day: Provide an excellent customer experience ensuring that everyone is treated in a warm, friendly and respectful manner that shows interest in their genuine needs and leaves them feeling valued as a customer. Meet and exceed personal sales and/or other relevant targets, contributing towards the team's overall service and sales objectives/KPI's. Carry out a range of administrative duties ensuring prompt and accurate completion of all administration requirements within Company standards. Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to. As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives. What's on offer: An environment focused on putting the client first with full support for professional qualifications and career development. A negotiable basic salary + bonus and all the normal benefits (Pension, Holidays etc.) Your experience: Ideally you'll have a solid grounding in looking after Personal Insurance clients covering Home, Motor, Travel requirements - alternatively a background in banking or financial services Working knowledge of insurance broking platforms (we're on Acturis) A well-rounded skill set which includes strong Communication, Negotiation, Sales and stakeholder management skills coupled with an eye for detail around paperwork Experience within the insurance market from either the broking or insurer side
FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical package NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their growing team. Candidates applying for the role MUST be happy to work in a varied and challenging environment and really enjoy variety in the role. Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include; " Overseeing and processing of new business " Proactive ongoing client management " Servicing existing business " Managing Client relationships " Preparing pre-meeting documentation " Paraplanning support and working closely with the Paraplanning team " Platform based work " Illustrations & regular contact directly with clients & wrap/platform providers " Responsible for the day to day oversight of your own workflow and the Directors diary Our Client is looking for someone who offers a strong background within Financial Planning who understands Pensions & Investments, can do basic Paraplanning and who is extremely organised with the capability of managing a busy workload. It is also essential that those applying offer strong problem solving skills and are able to think outside of the box. NJR 14827
May 02, 2024
Full time
FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical package NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their growing team. Candidates applying for the role MUST be happy to work in a varied and challenging environment and really enjoy variety in the role. Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include; " Overseeing and processing of new business " Proactive ongoing client management " Servicing existing business " Managing Client relationships " Preparing pre-meeting documentation " Paraplanning support and working closely with the Paraplanning team " Platform based work " Illustrations & regular contact directly with clients & wrap/platform providers " Responsible for the day to day oversight of your own workflow and the Directors diary Our Client is looking for someone who offers a strong background within Financial Planning who understands Pensions & Investments, can do basic Paraplanning and who is extremely organised with the capability of managing a busy workload. It is also essential that those applying offer strong problem solving skills and are able to think outside of the box. NJR 14827
Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference combined with creating a safe and inclusive working environment for all colleagues. This means we are positive about making adjustments as well as providing flexible working and we would be happy to talk to you about how this could work for you. There is an exciting opportunity to join Bellway, one of the UKs largest house builders. Our Kent Division is looking to recruit a Sales Advisor to join the Divisions Sales team. The Role The role of Sales Advisor, reports to the Sales Manager and carries out all aspects of the day to day running of the site sales complex, ensuring that outstanding customer service is delivered throughout the customer journey. This includes achieving qualified sales reservations and meeting or exceeding sales targets, as well as efficiently progressing reservations through to exchange of contracts and legal completion. Principle accountabilities of the role include: Ensure that the general presentation of the site and that of the sales complex is maintained to a high standard. Ensure that all relevant information required to be able to give full and accurate information to purchasers is available and maintained at all times. Guide potential purchasers around show homes, stock plots and site to fully demonstrate the product. Ensure visitors and potential purchasers to site are aware of Bellways Health and Safety Policy and they are always accompanied by a Bellway representative. Maintain accurate records using Bellways in-house CRM system. Liaise with purchases, solicitors and financial advisers on a regular basis. Arrange for a customer to attend a home demonstration with the Site Manager and carry out the Companys handover policy. Assist purchasers following legal completion with any defects or customer care issues Attend and minute a weekly Sales/Site Meeting with your Site Manager. Proactively work with Sales Managers and colleagues to suggest ideas to achieve increased sales. Experience, Qualifications and Skills Experience Experience of working within a face to face sales environment. Experience of working as a Sales Advisor for a residential house builder is desirable. Qualifications and Training GCSE Maths and English Grade 4/C or above (or equivalent) Skills and Aptitude Effective negotiation and sales skills Good administration skills Strong communication and listening skills Ability to work on own as well as part of a team IT literate and the ability to adapt to new systems Committed to diversity and inclusion The Role and Working Conditions Willing to be flexible in respect to day to day duties and hours worked. Lone working, dependant on site. Ability to travel to all sales sites, including divisional offices. Able to work weekends and bank holidays. In return we can offer you: Competitive basic salary + monthly commission Contributory pension scheme 25 days holiday, plus bank holidays Access to discounts and benefits portal ShareSave Scheme Cycle to Work Scheme Life assurance We reserve the right to close this vacancy if a large volume of applications are received. JBRP1_UKTJ
May 02, 2024
Full time
Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference combined with creating a safe and inclusive working environment for all colleagues. This means we are positive about making adjustments as well as providing flexible working and we would be happy to talk to you about how this could work for you. There is an exciting opportunity to join Bellway, one of the UKs largest house builders. Our Kent Division is looking to recruit a Sales Advisor to join the Divisions Sales team. The Role The role of Sales Advisor, reports to the Sales Manager and carries out all aspects of the day to day running of the site sales complex, ensuring that outstanding customer service is delivered throughout the customer journey. This includes achieving qualified sales reservations and meeting or exceeding sales targets, as well as efficiently progressing reservations through to exchange of contracts and legal completion. Principle accountabilities of the role include: Ensure that the general presentation of the site and that of the sales complex is maintained to a high standard. Ensure that all relevant information required to be able to give full and accurate information to purchasers is available and maintained at all times. Guide potential purchasers around show homes, stock plots and site to fully demonstrate the product. Ensure visitors and potential purchasers to site are aware of Bellways Health and Safety Policy and they are always accompanied by a Bellway representative. Maintain accurate records using Bellways in-house CRM system. Liaise with purchases, solicitors and financial advisers on a regular basis. Arrange for a customer to attend a home demonstration with the Site Manager and carry out the Companys handover policy. Assist purchasers following legal completion with any defects or customer care issues Attend and minute a weekly Sales/Site Meeting with your Site Manager. Proactively work with Sales Managers and colleagues to suggest ideas to achieve increased sales. Experience, Qualifications and Skills Experience Experience of working within a face to face sales environment. Experience of working as a Sales Advisor for a residential house builder is desirable. Qualifications and Training GCSE Maths and English Grade 4/C or above (or equivalent) Skills and Aptitude Effective negotiation and sales skills Good administration skills Strong communication and listening skills Ability to work on own as well as part of a team IT literate and the ability to adapt to new systems Committed to diversity and inclusion The Role and Working Conditions Willing to be flexible in respect to day to day duties and hours worked. Lone working, dependant on site. Ability to travel to all sales sites, including divisional offices. Able to work weekends and bank holidays. In return we can offer you: Competitive basic salary + monthly commission Contributory pension scheme 25 days holiday, plus bank holidays Access to discounts and benefits portal ShareSave Scheme Cycle to Work Scheme Life assurance We reserve the right to close this vacancy if a large volume of applications are received. JBRP1_UKTJ
A fantastic international law firm with an office based in Birmingham City Centre, is looking for an experienced Billing Assistant for a brand new opportunity. Working in a busy team, you must have a strong working knowledge of professional billing processes alongisde extensive people managment experience ideally within a professional services environment and have solid billing experience and understanding of the process. This firm boasts a fantastic working environment and excellent benefits package working only 1 day a week in one of their offices and 4 days a week from home. You will be responsible for the following: LWorking closely with the legal advisers and other fee earners in order to ensure compliance and adherence to policies throughout the financial billing process Processing of invoices, preparation of monthly reports and liaison with clients Regular billing runs in order to ensure effective management of client accounts including communication with international offices and management of ebilling systems Expert database and email inbox management in order to ensure efficient closure of files and chasing of any outstanding payments Prior People Managment experience is essential for this role and candidates who are not able to demonostrate this experience will not be considered. You must be experienced in the above listed tasks and possess a passion for the provision of first class support within a professional capacity. Ideally you will have exposure to professional services and be capable with high volumes roles. Salary is dependent upon experience. If you think this is the role for you, please apply online or call Bard on to find out more information. Please contact your consultant directly if you are already registered with Katie Bard. Katie Bard is an Equal Opportunities Employer. Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018 and in line with the Employment Agencies and Employment Businesses Regulations 2003. Please refer to the privacy notice on our website which will explain how we as an organisation will manage your data. If your application is successful we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful we will delete your application within 6 weeks and all record of your data.
May 02, 2024
Full time
A fantastic international law firm with an office based in Birmingham City Centre, is looking for an experienced Billing Assistant for a brand new opportunity. Working in a busy team, you must have a strong working knowledge of professional billing processes alongisde extensive people managment experience ideally within a professional services environment and have solid billing experience and understanding of the process. This firm boasts a fantastic working environment and excellent benefits package working only 1 day a week in one of their offices and 4 days a week from home. You will be responsible for the following: LWorking closely with the legal advisers and other fee earners in order to ensure compliance and adherence to policies throughout the financial billing process Processing of invoices, preparation of monthly reports and liaison with clients Regular billing runs in order to ensure effective management of client accounts including communication with international offices and management of ebilling systems Expert database and email inbox management in order to ensure efficient closure of files and chasing of any outstanding payments Prior People Managment experience is essential for this role and candidates who are not able to demonostrate this experience will not be considered. You must be experienced in the above listed tasks and possess a passion for the provision of first class support within a professional capacity. Ideally you will have exposure to professional services and be capable with high volumes roles. Salary is dependent upon experience. If you think this is the role for you, please apply online or call Bard on to find out more information. Please contact your consultant directly if you are already registered with Katie Bard. Katie Bard is an Equal Opportunities Employer. Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018 and in line with the Employment Agencies and Employment Businesses Regulations 2003. Please refer to the privacy notice on our website which will explain how we as an organisation will manage your data. If your application is successful we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful we will delete your application within 6 weeks and all record of your data.
Company description: SGB Job description: Customer Service Apprentice - Newhouse VMU Salary starting from £14,600 with yearly pay increases Annual bonus Designated on site mentor You do not need any previous experience. Our proven apprenticeship programme, dedicated staff and supportive leadership team will help you learn and grow. You will be a key member of our family from day one, welcomed and trained by our own inhouse professionals, who are committed to helping you grow and succeed. Delivering a first-class customer service is at the heart of all we do, putting our customer first is at the core of every department, which is why this apprenticeship offers multiple career opportunities. You will have an enthusiasm for learning and a dedication to grow within a well-established business. Scania are committed to providing you with knowledge you need along the way! Have a look at what your peers have to say: Quote from 'Amy' - apprentice of the year award winner 2023 Amy started her apprenticeship with Scania, without any previous experience - a week after leaving school. A year and a half down the line and Amy is a qualified and key member of the Scania Family, offering a first class service to our customers and the winner of our 2023 Apprentice of the Year Award. "I was only out of school for a week before starting my apprenticeship, at the age of 16. From the beginning, I was allocated a mentor who supported me throughout my apprenticeship journey. I was very much welcomed with open arms. I feel I have developed more as an individual in this job role, I believe I have become a more confident and independent person. Having the opportunity to fulfil the role of being service adviser and getting the chance to be nominated of apprentice of the year is one thing but to actually be the one to win the competition is something I could only have dreamt of". Quote from our MD, Chris Newitt "Apprentices are a vital part of Scania. They represent the future not just for us but also the wider automotive industry. As a large global organisation, it is essential that we invest in our young people's futures. By doing so it allows us to help young people start their working life with the opportunity to grow and develop, all with the peace of mind that being part of a successful global company brings. As the Managing Director of Scania UK, it is my job to ensure we have a diverse and dynamic group of apprentices that we can help shape and nurture to enjoy a successful career, and together, as a team, ensure the future success of Scania". If you are looking for a career centred around customer service, please apply today. When you apply for this role we may share your details with our apprentice recruitment partner and training provider, in accordance with our recruitment privacy notice. For further information on how we collect and use personal data about you or your rights over your information please review our privacy notice Privacy statement Scania United Kingdom Working for Scania is not just about the job. It's about you too, and this is where the company goes the extra mile and provides an industry leading employment package. We offer an excellent benefits package which includes a pension scheme, complementary life insurance, financial incentive schemes and discounts on major retail outlets including groceries. At Scania we invest considerably in colleague development, and you can expect to receive comprehensive training and career progression not only in the UK but throughout our Global organisation. We have a strong and supportive culture, where each individual is seen, respected and has the potential to contribute. We trust each other to act and make decisions, and we believe in a more flexible future workplace based on individual needs. For us, diversity and inclusion is a strategic necessity. By having colleagues with the widest possible range of skills, knowledge, backgrounds, and experiences, we ensure we have the right people and together with an inclusive corporate culture, this drives our business forward. We want our colleagues to feel proud and happy to work for us, no matter where they are from or who they are, and we strive to achieve an inclusive and family-friendly environment for everyone. Scania is dedicated to delivering exceptional products and services to our customers and the successful candidate will reflect our core values; CUSTOMER FIRST, RESPECT, ELIMINATION OF WASTE, RESPONSIBILITY and TEAM SPIRIT in all we do.
May 02, 2024
Full time
Company description: SGB Job description: Customer Service Apprentice - Newhouse VMU Salary starting from £14,600 with yearly pay increases Annual bonus Designated on site mentor You do not need any previous experience. Our proven apprenticeship programme, dedicated staff and supportive leadership team will help you learn and grow. You will be a key member of our family from day one, welcomed and trained by our own inhouse professionals, who are committed to helping you grow and succeed. Delivering a first-class customer service is at the heart of all we do, putting our customer first is at the core of every department, which is why this apprenticeship offers multiple career opportunities. You will have an enthusiasm for learning and a dedication to grow within a well-established business. Scania are committed to providing you with knowledge you need along the way! Have a look at what your peers have to say: Quote from 'Amy' - apprentice of the year award winner 2023 Amy started her apprenticeship with Scania, without any previous experience - a week after leaving school. A year and a half down the line and Amy is a qualified and key member of the Scania Family, offering a first class service to our customers and the winner of our 2023 Apprentice of the Year Award. "I was only out of school for a week before starting my apprenticeship, at the age of 16. From the beginning, I was allocated a mentor who supported me throughout my apprenticeship journey. I was very much welcomed with open arms. I feel I have developed more as an individual in this job role, I believe I have become a more confident and independent person. Having the opportunity to fulfil the role of being service adviser and getting the chance to be nominated of apprentice of the year is one thing but to actually be the one to win the competition is something I could only have dreamt of". Quote from our MD, Chris Newitt "Apprentices are a vital part of Scania. They represent the future not just for us but also the wider automotive industry. As a large global organisation, it is essential that we invest in our young people's futures. By doing so it allows us to help young people start their working life with the opportunity to grow and develop, all with the peace of mind that being part of a successful global company brings. As the Managing Director of Scania UK, it is my job to ensure we have a diverse and dynamic group of apprentices that we can help shape and nurture to enjoy a successful career, and together, as a team, ensure the future success of Scania". If you are looking for a career centred around customer service, please apply today. When you apply for this role we may share your details with our apprentice recruitment partner and training provider, in accordance with our recruitment privacy notice. For further information on how we collect and use personal data about you or your rights over your information please review our privacy notice Privacy statement Scania United Kingdom Working for Scania is not just about the job. It's about you too, and this is where the company goes the extra mile and provides an industry leading employment package. We offer an excellent benefits package which includes a pension scheme, complementary life insurance, financial incentive schemes and discounts on major retail outlets including groceries. At Scania we invest considerably in colleague development, and you can expect to receive comprehensive training and career progression not only in the UK but throughout our Global organisation. We have a strong and supportive culture, where each individual is seen, respected and has the potential to contribute. We trust each other to act and make decisions, and we believe in a more flexible future workplace based on individual needs. For us, diversity and inclusion is a strategic necessity. By having colleagues with the widest possible range of skills, knowledge, backgrounds, and experiences, we ensure we have the right people and together with an inclusive corporate culture, this drives our business forward. We want our colleagues to feel proud and happy to work for us, no matter where they are from or who they are, and we strive to achieve an inclusive and family-friendly environment for everyone. Scania is dedicated to delivering exceptional products and services to our customers and the successful candidate will reflect our core values; CUSTOMER FIRST, RESPECT, ELIMINATION OF WASTE, RESPONSIBILITY and TEAM SPIRIT in all we do.
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
May 02, 2024
Full time
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Top 40 national law firm has opportunities for Corporate Solicitor, c.6 years+ PQE, to join the Corporate team in Manchester as a Senior Associate. Key duties and responsibilities: Manage own workload of corporate transactional and company law advisory work (to include structuring and governance) for a variety of clients including owner managed businesses, private and public companies, public sector bodies, LLPs, partnerships and individuals. Assist other lawyers in the team with their work as required including supporting lead advisers in transactional work and supervision of more junior lawyers. Draft, review and negotiate a variety of transactional and corporate documents. To develop and build upon own case load of corporate/company law matters whilst supporting partners with larger scale matters Advise clients in relation to the various areas set out above Ensure clients are kept informed as often as may be required To take an active role in business development Attend client meetings and visit clients premises as necessary Liaise with internal and external parties such as colleagues, clients, other lawyers. Achieve set financial and chargeable targets. About You: Corporate Lawyer 6 years+ PQE. Proven experience in all aspects of private M&A transactions. High level of commercial awareness with strong attention to detail and good drafting skills. Conscientious, self motivated, hard working, responsive, with critical thinking abilities and excellent communication, organisation and analytical skills. Self-motivated and able to work on own initiative and as part of a team within the national corporate teams supporting more senior and junior staff and across the wider firm on larger projects. Methodical, organised, logical approach. Passionate about operational excellence generating work opportunities through great service delivery and improving the client experience. Ability to work to strict deadlines, tight timetables, targets and client protocols while maintaining high standards in terms of accuracy and quality. On offer: 28 days annual leave plus bank holidays (pro-rated for part time) Agile / working from home including provision of home office equipment. Healthcare cover/ Medicash. Pension plan. Life Insurance 4 x salary. Interest free travel loan scheme. Employee Assistance Programme including counselling, legal and consumer advice service. Discounted gym membership. Discounted dental scheme. If you are currently working as a Corporate Solicitor, and would like to find out more information, apply online for immediate consideration.
May 02, 2024
Full time
Top 40 national law firm has opportunities for Corporate Solicitor, c.6 years+ PQE, to join the Corporate team in Manchester as a Senior Associate. Key duties and responsibilities: Manage own workload of corporate transactional and company law advisory work (to include structuring and governance) for a variety of clients including owner managed businesses, private and public companies, public sector bodies, LLPs, partnerships and individuals. Assist other lawyers in the team with their work as required including supporting lead advisers in transactional work and supervision of more junior lawyers. Draft, review and negotiate a variety of transactional and corporate documents. To develop and build upon own case load of corporate/company law matters whilst supporting partners with larger scale matters Advise clients in relation to the various areas set out above Ensure clients are kept informed as often as may be required To take an active role in business development Attend client meetings and visit clients premises as necessary Liaise with internal and external parties such as colleagues, clients, other lawyers. Achieve set financial and chargeable targets. About You: Corporate Lawyer 6 years+ PQE. Proven experience in all aspects of private M&A transactions. High level of commercial awareness with strong attention to detail and good drafting skills. Conscientious, self motivated, hard working, responsive, with critical thinking abilities and excellent communication, organisation and analytical skills. Self-motivated and able to work on own initiative and as part of a team within the national corporate teams supporting more senior and junior staff and across the wider firm on larger projects. Methodical, organised, logical approach. Passionate about operational excellence generating work opportunities through great service delivery and improving the client experience. Ability to work to strict deadlines, tight timetables, targets and client protocols while maintaining high standards in terms of accuracy and quality. On offer: 28 days annual leave plus bank holidays (pro-rated for part time) Agile / working from home including provision of home office equipment. Healthcare cover/ Medicash. Pension plan. Life Insurance 4 x salary. Interest free travel loan scheme. Employee Assistance Programme including counselling, legal and consumer advice service. Discounted gym membership. Discounted dental scheme. If you are currently working as a Corporate Solicitor, and would like to find out more information, apply online for immediate consideration.
REMOTE WORKING CONSIDERED. Great new opportunity for Pensions Administrators with SIPP experience offering opportunities to work on a remote basis for those with relevant experience for a leading pensions software & services provider to the Financial Services sector. Due to rapid growth additional Pensions Administrators are required to join an expanding team to help service outsourced clients to the highest standards. In this role you will work alongside other members of the outsourcing team to deliver an excellent outcome to clients, their advisers and end investors. The Role Working in a busy and varied role the successful candidate will be joining a small but growing team and assisting with the daily administration processes. As part of the role, you will carry out and validate the following activities for pension administration services: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company Pension establishment, setting up member records and issuing welcome information Contribution processing Processing and calculating pension benefits Payment of benefits using payroll systems and monitoring ongoing pension benefit cases Bank reconciliation and payment processing Death benefit calculations Transfers in and out both as cash and in specie Annual Statements Participating in annual projects such as tax code uplifts, regulatory reporting, residency tax status updates Taking responsibility for ad-hoc projects and exercises. Monitoring on going procedural developments and implementing changes to procedures where required. Developing a relationship with the client and an understanding of their working practices Skills, abilities, and personal qualities Calm and positive under pressure and happy to take the lead in challenging times Sharing knowledge with colleagues Self-motivated approach to professional and personal development Willingness to learn Enthusiastic, positive, and flexible approach to work Excellent customer service skills Able to organise workloads, prioritise and meet deadlines Strong communication skills, both written and verbal Proficient IT skills Strong team player with excellent attention to detail Able to work alone as well as within a team Able to think logically and hold good problem-solving skills An active listener and able to follow through on the instructions given Pension qualifications are advantageous
May 02, 2024
Full time
REMOTE WORKING CONSIDERED. Great new opportunity for Pensions Administrators with SIPP experience offering opportunities to work on a remote basis for those with relevant experience for a leading pensions software & services provider to the Financial Services sector. Due to rapid growth additional Pensions Administrators are required to join an expanding team to help service outsourced clients to the highest standards. In this role you will work alongside other members of the outsourcing team to deliver an excellent outcome to clients, their advisers and end investors. The Role Working in a busy and varied role the successful candidate will be joining a small but growing team and assisting with the daily administration processes. As part of the role, you will carry out and validate the following activities for pension administration services: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company Pension establishment, setting up member records and issuing welcome information Contribution processing Processing and calculating pension benefits Payment of benefits using payroll systems and monitoring ongoing pension benefit cases Bank reconciliation and payment processing Death benefit calculations Transfers in and out both as cash and in specie Annual Statements Participating in annual projects such as tax code uplifts, regulatory reporting, residency tax status updates Taking responsibility for ad-hoc projects and exercises. Monitoring on going procedural developments and implementing changes to procedures where required. Developing a relationship with the client and an understanding of their working practices Skills, abilities, and personal qualities Calm and positive under pressure and happy to take the lead in challenging times Sharing knowledge with colleagues Self-motivated approach to professional and personal development Willingness to learn Enthusiastic, positive, and flexible approach to work Excellent customer service skills Able to organise workloads, prioritise and meet deadlines Strong communication skills, both written and verbal Proficient IT skills Strong team player with excellent attention to detail Able to work alone as well as within a team Able to think logically and hold good problem-solving skills An active listener and able to follow through on the instructions given Pension qualifications are advantageous
Ranked International Law Firm Private Equity Senior Associate 5-7PQE London This award winning international law firm have been accredited as Best Legal Adviser for over a decade for their expertise and client services. The firm specialise in insurance, technology and media, regulatory, commercial and financial disputes and retail and consumer. The firm advise clients ranging from large multinationals, growing corporates, financial institutions and other professional practices. The firm's thriving corporate team is continuing to build its private equity offering, acting for private equity investors, investee companies and management teams. They advise institutional investors and management teams on all areas of private equity buy-outs, exits and portfolio company M&A. Additionally, they are active for a number of their industry clients with investment/ventures businesses. With a five partner team in London and Singapore, the team is now acting regularly on private equity driven transactions. They are best known for PE work within the insurance sector, regularly acting on double digit deals each year, and have acted on a number of high profile tech/data deals recently. They act for household brand retailers that are PE backed. The team are seeking a Senior Associate to help further build the practice. The role would involve acting for private equity sponsors on a range of mid-market and upper mid-market deals, management advisory work and bolt on acquisitions for private equity backed portfolio companies. The ideal candidate will: 5-7 years of PQE, you will be a specialist in private equity with a strong grounding in this area. Able to deliver sound legal and commercial solutions and work collaboratively with partners and clients to achieve objectives and provide an outstanding client experience. Ability to manage and complete a deal effectively from start to finish. Committed to business development to further grow the practice, you will be able to spot and drive commercial opportunities forward. Ability to establish strong client relationships based on mutual trust and understanding. Work efficiently and commercially to maximise profitability. Committed to creating a supportive, inclusive, and collaborative team culture recognising and celebrating achievements. Ability to be an effective leader within the team who coaches and develops junior team members to achieve their full potential. Please apply as directed or confidentially contact Aidan McAvinue at Search Legal for more information. Alternatively, if this role is not for you, I am working a variety of other corporate opportunities with ranked teams in the City London so would be interested to talk to any corporate lawyer. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 02, 2024
Full time
Ranked International Law Firm Private Equity Senior Associate 5-7PQE London This award winning international law firm have been accredited as Best Legal Adviser for over a decade for their expertise and client services. The firm specialise in insurance, technology and media, regulatory, commercial and financial disputes and retail and consumer. The firm advise clients ranging from large multinationals, growing corporates, financial institutions and other professional practices. The firm's thriving corporate team is continuing to build its private equity offering, acting for private equity investors, investee companies and management teams. They advise institutional investors and management teams on all areas of private equity buy-outs, exits and portfolio company M&A. Additionally, they are active for a number of their industry clients with investment/ventures businesses. With a five partner team in London and Singapore, the team is now acting regularly on private equity driven transactions. They are best known for PE work within the insurance sector, regularly acting on double digit deals each year, and have acted on a number of high profile tech/data deals recently. They act for household brand retailers that are PE backed. The team are seeking a Senior Associate to help further build the practice. The role would involve acting for private equity sponsors on a range of mid-market and upper mid-market deals, management advisory work and bolt on acquisitions for private equity backed portfolio companies. The ideal candidate will: 5-7 years of PQE, you will be a specialist in private equity with a strong grounding in this area. Able to deliver sound legal and commercial solutions and work collaboratively with partners and clients to achieve objectives and provide an outstanding client experience. Ability to manage and complete a deal effectively from start to finish. Committed to business development to further grow the practice, you will be able to spot and drive commercial opportunities forward. Ability to establish strong client relationships based on mutual trust and understanding. Work efficiently and commercially to maximise profitability. Committed to creating a supportive, inclusive, and collaborative team culture recognising and celebrating achievements. Ability to be an effective leader within the team who coaches and develops junior team members to achieve their full potential. Please apply as directed or confidentially contact Aidan McAvinue at Search Legal for more information. Alternatively, if this role is not for you, I am working a variety of other corporate opportunities with ranked teams in the City London so would be interested to talk to any corporate lawyer. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Lead PHP (Laravel) Developer- £80k + 20% Bonus - Join a fintech specialist supporting financial advisers, property developers and homeowners. As a Lead PHP Developer, your primary focus will be to build a greenfield platform using PHP/Laravel to replace their Legacy system (Zend). You will contribute to architectural decisions, design patterns, engineering practices and implementation. Location: X1-2 week in Watford Office, WD17 1EU Salary: £75,000-£80,000 + 20% bonus Key responsibilities: Assist in architecting, design, development, and implementation of complex web-based applications and core utilities Collaborate with divisional architects, lead engineers and other engineers to set web-based architectural standards for the division Provide a level of mentorship to junior developers (when necessary) Effectively manage time and convey progress whilst working on multiple tasks Assist in improving the company's deployment processes Interpret and evaluate business requirements and contribute to the design of applications Our Expectations for the Ideal Candidate Senior-level Knowledge and Experience with PHP and Laravel Senior-level Knowledge and Experience in JavaScript (Preferable Vue.js) Strong command line use of Git. Knowledge of Zend framework. In-depth experience with MySQL Robust knowledge of cyber security (vulnerabilities, mitigation's, dependencies) Previous experience designing and building cloud SaaS Applications If you're interested in joining a Fintech company that strives to modernise its technology and prides itself on having a strong calibre of in-house engineers. Please get in touch with an up-to-date CV to get a conversation rolling. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
May 02, 2024
Full time
Lead PHP (Laravel) Developer- £80k + 20% Bonus - Join a fintech specialist supporting financial advisers, property developers and homeowners. As a Lead PHP Developer, your primary focus will be to build a greenfield platform using PHP/Laravel to replace their Legacy system (Zend). You will contribute to architectural decisions, design patterns, engineering practices and implementation. Location: X1-2 week in Watford Office, WD17 1EU Salary: £75,000-£80,000 + 20% bonus Key responsibilities: Assist in architecting, design, development, and implementation of complex web-based applications and core utilities Collaborate with divisional architects, lead engineers and other engineers to set web-based architectural standards for the division Provide a level of mentorship to junior developers (when necessary) Effectively manage time and convey progress whilst working on multiple tasks Assist in improving the company's deployment processes Interpret and evaluate business requirements and contribute to the design of applications Our Expectations for the Ideal Candidate Senior-level Knowledge and Experience with PHP and Laravel Senior-level Knowledge and Experience in JavaScript (Preferable Vue.js) Strong command line use of Git. Knowledge of Zend framework. In-depth experience with MySQL Robust knowledge of cyber security (vulnerabilities, mitigation's, dependencies) Previous experience designing and building cloud SaaS Applications If you're interested in joining a Fintech company that strives to modernise its technology and prides itself on having a strong calibre of in-house engineers. Please get in touch with an up-to-date CV to get a conversation rolling. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Investigo is delighted to be working in partnership with an SME investment manager with a global footprint on their search for an ambtiious Management Accountant to join their Group finance team in London. This broad role will offer exposure to group consolidations, budgeting & forecasting, tax and also ofer the chance to act as a mentor to a junior in the team. If you aspire to become a future Leader in finance, this role could be the way to kick start your journey. The day to day of the role will include Management Accounting Preparation of monthly consolidated management accounts for corporate group Review of overseas offices monthly packs produced by outsourced providers Consolidation of UK, US and Luxembourg entities Provide variance analysis, commentary and insights within management accounts Oversee the work of the Finance Assistant across accounts payables, expenses, credit cards and entry level book-keeping Ensure all book-keeping tasks are completed on a timely basis (purchase ledger, bank reconciliations, journals) Lead on year end audit; including timetable, provision of information and acting as key contact for the auditors FCA compliance fillings Support in project work surrounding systems and process improvement Budgeting & Forecasting Responsible for preparing the annual budget; including planning, collection of data from department heads, modelling and presentation to the partner group Support on annual ICARA forecasts Involvement in ongoing P&L forecasting and scenario analysis to support key decisions Assist in preparation of short and long term group cashflow projections Tax Preparation of VAT returns; including application of PESM, and CGS adjustments Lead preparation of annual filings with external tax adviser Work with tax colleagues and external advisers to prepare US tax returns and 1099s Assist with review of UK corporate and partnership tax returns Supporting on review of UK transfer pricing requirements Requirements for the role: ACA / ACCA/ CIMA qualified either from a small/mid sized practice (exprience with audit and accounts prep) or with industry experience / industry qualified Sound knowledge of double entry bookkeeping and accounts prep Experienced working with group consolidations or multi entity management accounts Intermediate excel skills and confident communicator Experience within financial services is advantageous What is on offer: Market rate base salary and strong bonus potential Flexible working - 3 days in the office Enhanced pension offering 8% employer contribution Personal development plans for each employee To find out more, please contact Cheryl Aust at Investigo or apply.
May 02, 2024
Full time
Investigo is delighted to be working in partnership with an SME investment manager with a global footprint on their search for an ambtiious Management Accountant to join their Group finance team in London. This broad role will offer exposure to group consolidations, budgeting & forecasting, tax and also ofer the chance to act as a mentor to a junior in the team. If you aspire to become a future Leader in finance, this role could be the way to kick start your journey. The day to day of the role will include Management Accounting Preparation of monthly consolidated management accounts for corporate group Review of overseas offices monthly packs produced by outsourced providers Consolidation of UK, US and Luxembourg entities Provide variance analysis, commentary and insights within management accounts Oversee the work of the Finance Assistant across accounts payables, expenses, credit cards and entry level book-keeping Ensure all book-keeping tasks are completed on a timely basis (purchase ledger, bank reconciliations, journals) Lead on year end audit; including timetable, provision of information and acting as key contact for the auditors FCA compliance fillings Support in project work surrounding systems and process improvement Budgeting & Forecasting Responsible for preparing the annual budget; including planning, collection of data from department heads, modelling and presentation to the partner group Support on annual ICARA forecasts Involvement in ongoing P&L forecasting and scenario analysis to support key decisions Assist in preparation of short and long term group cashflow projections Tax Preparation of VAT returns; including application of PESM, and CGS adjustments Lead preparation of annual filings with external tax adviser Work with tax colleagues and external advisers to prepare US tax returns and 1099s Assist with review of UK corporate and partnership tax returns Supporting on review of UK transfer pricing requirements Requirements for the role: ACA / ACCA/ CIMA qualified either from a small/mid sized practice (exprience with audit and accounts prep) or with industry experience / industry qualified Sound knowledge of double entry bookkeeping and accounts prep Experienced working with group consolidations or multi entity management accounts Intermediate excel skills and confident communicator Experience within financial services is advantageous What is on offer: Market rate base salary and strong bonus potential Flexible working - 3 days in the office Enhanced pension offering 8% employer contribution Personal development plans for each employee To find out more, please contact Cheryl Aust at Investigo or apply.
We're now looking to recruit a CASS Audit Lead! Reporting tothe CASS Manager, the CASS Audit Lead will be responsible for leading and coordinating external CASS audits. This includes ensuring audits are delivered in accordance with the audit plan, coordinating audit activities, providing appropriate management information and tracking audit actions through to closure. What does the job involve? Understanding in detail how CASS applies to AJ Bell group entities, including CASS governance and the controls in place to ensure client money and assets are segregated and protected. Understanding the firms systems and IT controls that supports the firms adherence to CASS. Responsible for managing external audits from planning through to fieldwork, testing, reporting and closure. Managing inter-dependencies between CASS and Statutory audits. Working closely with external audit teams and internal business areas to ensure audit work is managed efficiently and effectively from start to finish. Planning and facilitating audit walkthroughs with external auditors and internal business areas. Providing CASS technical support as required. Taking ownership of and managing sample requests from auditors, liaising with business areas to provide relevant evidence. Performing a final quality review of audit evidence before submission to the auditor. Monitoring overall progress of the audit and resources, highlighting inefficiencies, risks and issues. Preparing and maintaining appropriate management information, including status reports and end-stage assessments. Action tracking and reporting. Production of a quarterly aggregated breach schedule report, including rule mapping. Identifying areas for improvement and proactively making recommendations for change. In addition, support the firms wider CASS function by: Providing regular audit status updates to CASS Forum and other forums and committees Undertaking root cause and trend analysis to enable the production of MI Providing support and assisting in the delivery of training to operational teams Supporting change initiatives, assessing the impact on CASS processes Representing the CASS team in relevant discussions and meetings Competence, Knowledge and Skills: Strong CASS understanding and knowledge, particularly of chapters 6, 7, 8 & 10 of the CASS handbook. Previous audit/CASS audit experience Strong planning and organisation skills The ability to effectively manage cross-functional teams and co-ordinate work to be undertaken by different teams and departments Experience working with Microsoft Office, including Excel, Word and PowerPoint Excellent problem solving and decision-making skills with the ability to compile and evaluate data for decision making Excellent communication skills both verbal and written Good understanding of financial services The ability to work well under pressure About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For forsix consecutive years. What we offer: Starting salary of £45,000 Generous holiday allowance increasing up to 31 days with service, plus bank holidays Holiday buy/sell scheme Hybrid working policy Casual dress code Discretionary bonus Contributory pension scheme Buy as you earn share scheme Free shares scheme Paid study support for qualifications Enhanced maternity/paternity scheme from day one Bike loan Season ticket loan portal Discounted PMI and Dental On-site gym and personal trainer led classes Paid volunteering opportunities Free social events and more AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. JBRP1_UKTJ
May 02, 2024
Full time
We're now looking to recruit a CASS Audit Lead! Reporting tothe CASS Manager, the CASS Audit Lead will be responsible for leading and coordinating external CASS audits. This includes ensuring audits are delivered in accordance with the audit plan, coordinating audit activities, providing appropriate management information and tracking audit actions through to closure. What does the job involve? Understanding in detail how CASS applies to AJ Bell group entities, including CASS governance and the controls in place to ensure client money and assets are segregated and protected. Understanding the firms systems and IT controls that supports the firms adherence to CASS. Responsible for managing external audits from planning through to fieldwork, testing, reporting and closure. Managing inter-dependencies between CASS and Statutory audits. Working closely with external audit teams and internal business areas to ensure audit work is managed efficiently and effectively from start to finish. Planning and facilitating audit walkthroughs with external auditors and internal business areas. Providing CASS technical support as required. Taking ownership of and managing sample requests from auditors, liaising with business areas to provide relevant evidence. Performing a final quality review of audit evidence before submission to the auditor. Monitoring overall progress of the audit and resources, highlighting inefficiencies, risks and issues. Preparing and maintaining appropriate management information, including status reports and end-stage assessments. Action tracking and reporting. Production of a quarterly aggregated breach schedule report, including rule mapping. Identifying areas for improvement and proactively making recommendations for change. In addition, support the firms wider CASS function by: Providing regular audit status updates to CASS Forum and other forums and committees Undertaking root cause and trend analysis to enable the production of MI Providing support and assisting in the delivery of training to operational teams Supporting change initiatives, assessing the impact on CASS processes Representing the CASS team in relevant discussions and meetings Competence, Knowledge and Skills: Strong CASS understanding and knowledge, particularly of chapters 6, 7, 8 & 10 of the CASS handbook. Previous audit/CASS audit experience Strong planning and organisation skills The ability to effectively manage cross-functional teams and co-ordinate work to be undertaken by different teams and departments Experience working with Microsoft Office, including Excel, Word and PowerPoint Excellent problem solving and decision-making skills with the ability to compile and evaluate data for decision making Excellent communication skills both verbal and written Good understanding of financial services The ability to work well under pressure About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For forsix consecutive years. What we offer: Starting salary of £45,000 Generous holiday allowance increasing up to 31 days with service, plus bank holidays Holiday buy/sell scheme Hybrid working policy Casual dress code Discretionary bonus Contributory pension scheme Buy as you earn share scheme Free shares scheme Paid study support for qualifications Enhanced maternity/paternity scheme from day one Bike loan Season ticket loan portal Discounted PMI and Dental On-site gym and personal trainer led classes Paid volunteering opportunities Free social events and more AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. JBRP1_UKTJ
Head of Architecture, Europe page is loaded Head of Architecture, Europe Apply locations London, United Kingdom Manchester, United Kingdom time type Full time posted on Posted 2 Days Ago job requisition id 161326 To work collaboratively with Architects. To provide the vision, strategic direction, and initiative roadmap for enterprise-impacting, transformational, technology imperatives. To define the reference and implementation Architectures for enterprise-impacting, transformational, technology imperatives. To persuade and influences senior Business & IT leaders on the architectural direction for enterprise-wide, transformational, technology imperatives. Head of Architecture, Europe Job Description More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. Our Team & Opportunity At the core of our strategy is our technology and crew - providing best in class technology services that are designed to scale with our growing business. We encourage reuse across business lines, and a service-based architecture that enables agile delivery aligned to client outcomes. As part of the Technology team, the Head of Architecture will report into the HO International Technology Office. You will provide the vision, strategic direction, and initiative roadmap for enterprise-wide, transformational, technology imperatives across the local and international market. The Head of Architecture will provide the strategic direction and lead team of technical support staff who design, develop, test, implement and monitor software and tools. Act as a subject matter expert and thought leader, and manage the implementation and evaluation of products. Additionally, will partner with leaders to strategise and effectively shape IT demand that will deliver business impact. What you will do Define the reference and implementation architectures for enterprise-impacting, transformational, technology imperatives. Influence senior business & IT leaders on the architectural direction for enterprise-wide, transformational, technology imperatives. Build commitments to information strategy by considering and evaluating different points of view, creating a cohesive argument. Enhance organisation reputation by accepting ownership for accomplishing new and different opportunities to add value to job accomplishments. Confirm architecture capability and flexibility by developing analytical models; completing validation tests. Continuously pursue an advance-level technical acumen, establish working relationships with strategic and boutique technology providers, leverages the Internet as a critical resource for related knowledge capital, inclusive of blogs, podcasts, webinar, etc.; attends conferences and engages in associated activities (e.g., conducting presentations, leading workshops), consume and contribute content from and to Open Source communities. Meet the information architecture financial objectives by forecasting requirements preparing annual budgets; scheduling expenditures, variances, initiating corrective actions. Participate in special projects and performs other duties as assigned. Provide guidance and training as necessary to develop crew. Build and develop a teams, allocate architects across a portfolio of strategic initiatives, whilst working directly with architects in conceptualising business technology solutions that have the potential to produce transformational outcomes. What are we looking for Domain Expertise A recognised reputation as a technical expert in the relevant technical platforms and systems Domain-driven or object-oriented design, cloud platforms, microservice and SOA architectures, API's, mobile and web development, data layer design and analytics platforms Development experience as a technical leader and detailed knowledge of appropriate technology and technical trends Proven ability to make architecture decisions and drive them through implementation at the product family and product level Mindset and Behaviours Visible passion of their subject area, participation in domain activities and groups Ability to find new solutions outside conventional frameworks and to make change while maintaining compliance with standards or addressing standards as they go out of date Develop strong and authentic relationships with peers, clients and key stakeholders that empower them to lead long-term collaborations and deliver successful business outcomes Openness to new ideas and desire to develop them together with the teams Creative, forward-thinking ability to envision scaled solutions and new capabilities. Ability to plan and execute pathways to achieving these across technology, process, people Agile / Digital Experience Experience in agile as a manager, architect, developer or engineer (or similar ) Understanding of their role in agile as an active participant in solution development and enforcing compliance with standards, (in contrast to a theorist architect creating "ideal" solutions) Experience leading a high-functioning, highly agile team of engineers that delivers scalable and responsive web-based cloud solutions Individual Skills Strong communication skills e.g., concise and clear explanation of complex technical ideas, solutions and alternatives to the SPO, the teams and all parties involved; proven ability to coach and mentor Contribution and collaboration internationally across APAC & USA, to uplift and support the team strategically based on best practice and transparency Specialisations that will make an impact Experience with Technology Architecture (industry) frameworks, practice and strategy Extensive (deep) experience in design, development and implementation of cloud native platforms Strategic technology plan development; expert knowledge of multiple IT platforms and an understanding of large, complex technology ecosystems and can effectively navigate both legacy (e.g. IBM mainframe) and modern technology platforms (e.g. AWS and cloud native development) with experience modernizing systems and leading large transformations. Experience with R&D, innovation, development and scaling of technology platforms Software development experience including experience as a top technologist with established world-renowned expertise, authority and leadership in the technology architect field Experience in leading people and building highly effective (new product/platform focused) software development teams Experience in operating in complex global operating environment Knowledge, skills and demonstrated experience in transformation transformative initiatives and complex programs Solution focused with mix of creativity, strategic thinking and business acumen Innovative mindset with ability to map new technologies, trends, emergent practice to business opportunities for Vanguard Knowledge of information security concepts and how they relate to digital development Expert knowledge in a broad base of legacy and emerging cloud technologies and their life cycles. Strong collaboration skills as well as excellent written and oral communication skills, including interviewing and presentation skills Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. About Us Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests click apply for full job details
May 02, 2024
Full time
Head of Architecture, Europe page is loaded Head of Architecture, Europe Apply locations London, United Kingdom Manchester, United Kingdom time type Full time posted on Posted 2 Days Ago job requisition id 161326 To work collaboratively with Architects. To provide the vision, strategic direction, and initiative roadmap for enterprise-impacting, transformational, technology imperatives. To define the reference and implementation Architectures for enterprise-impacting, transformational, technology imperatives. To persuade and influences senior Business & IT leaders on the architectural direction for enterprise-wide, transformational, technology imperatives. Head of Architecture, Europe Job Description More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. Our Team & Opportunity At the core of our strategy is our technology and crew - providing best in class technology services that are designed to scale with our growing business. We encourage reuse across business lines, and a service-based architecture that enables agile delivery aligned to client outcomes. As part of the Technology team, the Head of Architecture will report into the HO International Technology Office. You will provide the vision, strategic direction, and initiative roadmap for enterprise-wide, transformational, technology imperatives across the local and international market. The Head of Architecture will provide the strategic direction and lead team of technical support staff who design, develop, test, implement and monitor software and tools. Act as a subject matter expert and thought leader, and manage the implementation and evaluation of products. Additionally, will partner with leaders to strategise and effectively shape IT demand that will deliver business impact. What you will do Define the reference and implementation architectures for enterprise-impacting, transformational, technology imperatives. Influence senior business & IT leaders on the architectural direction for enterprise-wide, transformational, technology imperatives. Build commitments to information strategy by considering and evaluating different points of view, creating a cohesive argument. Enhance organisation reputation by accepting ownership for accomplishing new and different opportunities to add value to job accomplishments. Confirm architecture capability and flexibility by developing analytical models; completing validation tests. Continuously pursue an advance-level technical acumen, establish working relationships with strategic and boutique technology providers, leverages the Internet as a critical resource for related knowledge capital, inclusive of blogs, podcasts, webinar, etc.; attends conferences and engages in associated activities (e.g., conducting presentations, leading workshops), consume and contribute content from and to Open Source communities. Meet the information architecture financial objectives by forecasting requirements preparing annual budgets; scheduling expenditures, variances, initiating corrective actions. Participate in special projects and performs other duties as assigned. Provide guidance and training as necessary to develop crew. Build and develop a teams, allocate architects across a portfolio of strategic initiatives, whilst working directly with architects in conceptualising business technology solutions that have the potential to produce transformational outcomes. What are we looking for Domain Expertise A recognised reputation as a technical expert in the relevant technical platforms and systems Domain-driven or object-oriented design, cloud platforms, microservice and SOA architectures, API's, mobile and web development, data layer design and analytics platforms Development experience as a technical leader and detailed knowledge of appropriate technology and technical trends Proven ability to make architecture decisions and drive them through implementation at the product family and product level Mindset and Behaviours Visible passion of their subject area, participation in domain activities and groups Ability to find new solutions outside conventional frameworks and to make change while maintaining compliance with standards or addressing standards as they go out of date Develop strong and authentic relationships with peers, clients and key stakeholders that empower them to lead long-term collaborations and deliver successful business outcomes Openness to new ideas and desire to develop them together with the teams Creative, forward-thinking ability to envision scaled solutions and new capabilities. Ability to plan and execute pathways to achieving these across technology, process, people Agile / Digital Experience Experience in agile as a manager, architect, developer or engineer (or similar ) Understanding of their role in agile as an active participant in solution development and enforcing compliance with standards, (in contrast to a theorist architect creating "ideal" solutions) Experience leading a high-functioning, highly agile team of engineers that delivers scalable and responsive web-based cloud solutions Individual Skills Strong communication skills e.g., concise and clear explanation of complex technical ideas, solutions and alternatives to the SPO, the teams and all parties involved; proven ability to coach and mentor Contribution and collaboration internationally across APAC & USA, to uplift and support the team strategically based on best practice and transparency Specialisations that will make an impact Experience with Technology Architecture (industry) frameworks, practice and strategy Extensive (deep) experience in design, development and implementation of cloud native platforms Strategic technology plan development; expert knowledge of multiple IT platforms and an understanding of large, complex technology ecosystems and can effectively navigate both legacy (e.g. IBM mainframe) and modern technology platforms (e.g. AWS and cloud native development) with experience modernizing systems and leading large transformations. Experience with R&D, innovation, development and scaling of technology platforms Software development experience including experience as a top technologist with established world-renowned expertise, authority and leadership in the technology architect field Experience in leading people and building highly effective (new product/platform focused) software development teams Experience in operating in complex global operating environment Knowledge, skills and demonstrated experience in transformation transformative initiatives and complex programs Solution focused with mix of creativity, strategic thinking and business acumen Innovative mindset with ability to map new technologies, trends, emergent practice to business opportunities for Vanguard Knowledge of information security concepts and how they relate to digital development Expert knowledge in a broad base of legacy and emerging cloud technologies and their life cycles. Strong collaboration skills as well as excellent written and oral communication skills, including interviewing and presentation skills Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. About Us Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests click apply for full job details
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new busi click apply for full job details
May 02, 2024
Full time
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new busi click apply for full job details
This employed Financial Adviser job in Broadstone provides the opportunity to takeover an existing client bank £10m+. As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the portfolio. Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements. In addition, the business is actively undertaking acquisitions and will be able to supplement you with some recently acquired clients. You will receive full paraplanning and administration support from their back-office team Financial Adviser Requirements You should have 3+ years experience as a Financial Adviser You should hold full Level 4 Diploma in Financial Planning or equivalent and ideally keen to work towards Chartered status The Company The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £750m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1.5bn AuM and are already on their way to achieving this. Financial Adviser Benefits Salary of £60,000 with OTE of £80,000+ Company benefits include: £300 pm car allowance,25 days holiday plus bank holidays, access to private healthcare, company death in service and membership to the company pension scheme after 3 months Connected to one of their regional offices, with flexibility to work from home and the office Joining a team of likeminded Financial Advisers and support staff No desire to micro-manage, with view that their Financial Advisers should be competent to manage their performance 3pm finish on a Friday, with flexibility how you manage your week and time Locations Broadstone 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 02, 2024
Full time
This employed Financial Adviser job in Broadstone provides the opportunity to takeover an existing client bank £10m+. As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the portfolio. Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements. In addition, the business is actively undertaking acquisitions and will be able to supplement you with some recently acquired clients. You will receive full paraplanning and administration support from their back-office team Financial Adviser Requirements You should have 3+ years experience as a Financial Adviser You should hold full Level 4 Diploma in Financial Planning or equivalent and ideally keen to work towards Chartered status The Company The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £750m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1.5bn AuM and are already on their way to achieving this. Financial Adviser Benefits Salary of £60,000 with OTE of £80,000+ Company benefits include: £300 pm car allowance,25 days holiday plus bank holidays, access to private healthcare, company death in service and membership to the company pension scheme after 3 months Connected to one of their regional offices, with flexibility to work from home and the office Joining a team of likeminded Financial Advisers and support staff No desire to micro-manage, with view that their Financial Advisers should be competent to manage their performance 3pm finish on a Friday, with flexibility how you manage your week and time Locations Broadstone 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
Clark James Recruitment have registered a fantastic opportunity working within a leading and highly recognised business. Due to further growth within the business our client is keen to recruit a Protection Adviser to join the business. Are you seeking a new and exciting opportunity that will allow you to earn excellent levels of commission? Are you someone who is ambitious and prepared to work hard in return for career progression and excellent financial rewards? Role Working within a forward thinking and professional organisation that has a highly successful and sales focused environment. Working with new and existing clients to gather information and understand their requirements. Working with professional partners daily. Option to be home based, office based or, a mixture of home/office based - Essential that candidates live in the Kent area as some appointments will be face to face with clients. All qualified leads, business is passed from the Mortgage Broker and will be ready to sign up. Candidate Previous experience as a Mortgage Adviser or Protection Adviser essential. Candidates will be professional, ambitious, target driven. Able to demonstrate a successful sales record/history. Excellent communication and presentation skills. Motivated to provide clients the highest level of service. An individual who is keen to build a career for themselves. CeMAP or equivalent qualification. The successful applicant will have the opportunity to work part home and part office. Package Employed or, self employed. Competitive basic salary. Excellent earning opportunity. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
May 02, 2024
Full time
Clark James Recruitment have registered a fantastic opportunity working within a leading and highly recognised business. Due to further growth within the business our client is keen to recruit a Protection Adviser to join the business. Are you seeking a new and exciting opportunity that will allow you to earn excellent levels of commission? Are you someone who is ambitious and prepared to work hard in return for career progression and excellent financial rewards? Role Working within a forward thinking and professional organisation that has a highly successful and sales focused environment. Working with new and existing clients to gather information and understand their requirements. Working with professional partners daily. Option to be home based, office based or, a mixture of home/office based - Essential that candidates live in the Kent area as some appointments will be face to face with clients. All qualified leads, business is passed from the Mortgage Broker and will be ready to sign up. Candidate Previous experience as a Mortgage Adviser or Protection Adviser essential. Candidates will be professional, ambitious, target driven. Able to demonstrate a successful sales record/history. Excellent communication and presentation skills. Motivated to provide clients the highest level of service. An individual who is keen to build a career for themselves. CeMAP or equivalent qualification. The successful applicant will have the opportunity to work part home and part office. Package Employed or, self employed. Competitive basic salary. Excellent earning opportunity. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
Exciting Opportunity for an Senior Employee Benefits Administrator in the Finance Industry! Location: Brighton, East Sussex Salary: 26,000- 35,000 p/a + quarterly bonus Contract Type: Permanent, Full Time Are you ready to build a thriving career in the finance industry? Our client, a leading financial adviser firm, is seeking a Senior Employee Benefits Administrator to join their dynamic team in Brighton. About Our Client: Highly respected in the industry with multiple awards A vibrant, entrepreneurial environment that values everyone's input Strong team spirit and a supportive, social atmosphere About the Role: As a Senior Employee Benefits Administrator, you will work alongside a team of experienced administrators and consultants, providing support in delivering top-notch group insurance solutions to clients. Your responsibilities will include: Obtaining quotes from leading insurance providers Preparing client-facing reports on market research findings Assisting with scheme underwriting and claims Collaborating with clients and insurers Supporting Consultants with new business processing and renewals Producing suitability letters for clients General administration and addressing client queries Answering group phone calls Assisting with training team members What We're Looking For: High levels of accuracy and attention to detail Polite and responsive client communication skills Excellent organisational skills to thrive in a fast-paced environment Proficiency in standard office software (Word, Outlook, Excel) Experience in the financial services industry is desirable What we can offer you: Competitive salary of 26,000 - 35,000 p/a Quarterly bonus structure Flexible working patterns, full-time or part-time working hours available 24 days paid holiday + bank holidays Paid day off for your birthday 5% employer pension contribution 4x salary death in service benefit Health cash plan insurance Access to remote GP services Health & well-being app with rewards Exam support Flexibility to work from home after training Join Our Client's team and be part of a dynamic and supportive environment that nurtures career growth and values work-life balance. Don't miss out on this fantastic opportunity! Apply now by submitting your CV. Office Angels are an equal opportunity employer and are acting as a recruitment agency for this vacancy. Please be aware we receive a lot of applicants for our roles if you have not been contacted within the next 5 days of applying for this role on this occasion you have not been successful but please go to our website for more vacancies - (url removed). Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 02, 2024
Full time
Exciting Opportunity for an Senior Employee Benefits Administrator in the Finance Industry! Location: Brighton, East Sussex Salary: 26,000- 35,000 p/a + quarterly bonus Contract Type: Permanent, Full Time Are you ready to build a thriving career in the finance industry? Our client, a leading financial adviser firm, is seeking a Senior Employee Benefits Administrator to join their dynamic team in Brighton. About Our Client: Highly respected in the industry with multiple awards A vibrant, entrepreneurial environment that values everyone's input Strong team spirit and a supportive, social atmosphere About the Role: As a Senior Employee Benefits Administrator, you will work alongside a team of experienced administrators and consultants, providing support in delivering top-notch group insurance solutions to clients. Your responsibilities will include: Obtaining quotes from leading insurance providers Preparing client-facing reports on market research findings Assisting with scheme underwriting and claims Collaborating with clients and insurers Supporting Consultants with new business processing and renewals Producing suitability letters for clients General administration and addressing client queries Answering group phone calls Assisting with training team members What We're Looking For: High levels of accuracy and attention to detail Polite and responsive client communication skills Excellent organisational skills to thrive in a fast-paced environment Proficiency in standard office software (Word, Outlook, Excel) Experience in the financial services industry is desirable What we can offer you: Competitive salary of 26,000 - 35,000 p/a Quarterly bonus structure Flexible working patterns, full-time or part-time working hours available 24 days paid holiday + bank holidays Paid day off for your birthday 5% employer pension contribution 4x salary death in service benefit Health cash plan insurance Access to remote GP services Health & well-being app with rewards Exam support Flexibility to work from home after training Join Our Client's team and be part of a dynamic and supportive environment that nurtures career growth and values work-life balance. Don't miss out on this fantastic opportunity! Apply now by submitting your CV. Office Angels are an equal opportunity employer and are acting as a recruitment agency for this vacancy. Please be aware we receive a lot of applicants for our roles if you have not been contacted within the next 5 days of applying for this role on this occasion you have not been successful but please go to our website for more vacancies - (url removed). Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Exciting Opportunity for an Employee Benefits Administrator in the Finance Industry! Location: Brighton, East Sussex Salary: 24,000- 26,000 depending on experience Contract Type: Permanent, Full Time Are you ready to build a thriving career in the finance industry? Our client, a leading financial adviser firm, is seeking an Employee Benefits Administrator to join their dynamic team in Brighton. About Our Client: Highly respected in the industry with multiple awards A vibrant, entrepreneurial environment that values everyone's input Strong team spirit and a supportive, social atmosphere About the Role: As an Employee Benefits Administrator, you will work alongside a team of experienced administrators and consultants, providing support in delivering top-notch group insurance solutions to clients. Your responsibilities will include: Obtaining quotes from leading insurance providers Preparing client-facing reports on market research findings Assisting with scheme underwriting and claims Collaborating with clients and insurers Supporting Consultants with new business processing and renewals Producing suitability letters for clients General administration and addressing client queries Answering group phone calls Assisting with training team members What We're Looking For: High levels of accuracy and attention to detail Polite and responsive client communication skills Excellent organisational skills to thrive in a fast-paced environment Proficiency in standard office software (Word, Outlook, Excel) Experience in the financial services industry is desirable What we can offer you: Competitive salary of 24,000 - 26,000 p/a Quarterly bonus structure Flexible working patterns, full-time or part-time working hours available 24 days paid holiday + bank holidays Paid day off for your birthday 5% employer pension contribution 4x salary death in service benefit Health cash plan insurance Access to remote GP services Health & well-being app with rewards Exam support Flexibility to work from home after training Join Our Client's team and be part of a dynamic and supportive environment that nurtures career growth and values work-life balance. Don't miss out on this fantastic opportunity! Apply now by submitting your CV. Office Angels is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels are an equal opportunity employer and are acting as a recruitment agency for this vacancy. Please be aware we receive a lot of applicants for our roles if you have not been contacted within the next 5 days of applying for this role on this occasion you have not been successful but please go to our website for more vacancies - (url removed). Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 02, 2024
Full time
Exciting Opportunity for an Employee Benefits Administrator in the Finance Industry! Location: Brighton, East Sussex Salary: 24,000- 26,000 depending on experience Contract Type: Permanent, Full Time Are you ready to build a thriving career in the finance industry? Our client, a leading financial adviser firm, is seeking an Employee Benefits Administrator to join their dynamic team in Brighton. About Our Client: Highly respected in the industry with multiple awards A vibrant, entrepreneurial environment that values everyone's input Strong team spirit and a supportive, social atmosphere About the Role: As an Employee Benefits Administrator, you will work alongside a team of experienced administrators and consultants, providing support in delivering top-notch group insurance solutions to clients. Your responsibilities will include: Obtaining quotes from leading insurance providers Preparing client-facing reports on market research findings Assisting with scheme underwriting and claims Collaborating with clients and insurers Supporting Consultants with new business processing and renewals Producing suitability letters for clients General administration and addressing client queries Answering group phone calls Assisting with training team members What We're Looking For: High levels of accuracy and attention to detail Polite and responsive client communication skills Excellent organisational skills to thrive in a fast-paced environment Proficiency in standard office software (Word, Outlook, Excel) Experience in the financial services industry is desirable What we can offer you: Competitive salary of 24,000 - 26,000 p/a Quarterly bonus structure Flexible working patterns, full-time or part-time working hours available 24 days paid holiday + bank holidays Paid day off for your birthday 5% employer pension contribution 4x salary death in service benefit Health cash plan insurance Access to remote GP services Health & well-being app with rewards Exam support Flexibility to work from home after training Join Our Client's team and be part of a dynamic and supportive environment that nurtures career growth and values work-life balance. Don't miss out on this fantastic opportunity! Apply now by submitting your CV. Office Angels is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels are an equal opportunity employer and are acting as a recruitment agency for this vacancy. Please be aware we receive a lot of applicants for our roles if you have not been contacted within the next 5 days of applying for this role on this occasion you have not been successful but please go to our website for more vacancies - (url removed). Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Job Title: Senior Employee Benefits Administrator Location : Brighton Salary: 30,000 - 35,000 per annum Hours: Monday - Friday, Flexible hours between 8am - 7pm (37.5 hours, hybrid working) Our client, a leading financial adviser firm in the UK, is seeking an enthusiastic and detail-oriented individual to join their team as a Senior Employee Benefits Administrator. As a Senior Employee Benefits Administrator, you will work closely with the Employee Benefits Consultants, providing support in the areas of group income protection insurance, group life insurance, group health insurances, and group pensions. You will have the opportunity to collaborate with clients and insurers, ensuring smooth processes and excellent service delivery. About your new role: Conducting market research to obtain quotations from leading group pension, group risk, and health providers Compiling client-facing reports based on market research findings Assisting Consultants in processing new business and meeting deadlines Preparing materials for pension governance meetings Liaising with clients and insurers for scheme underwriting and claims support Producing suitability letters to communicate recommendations to clients Migrating client file information for external compliance checks Providing general administration support and addressing client queries Answering group phone calls Assisting in training team members About you: Minimum of 5 years of experience in the financial services industry, ideally in Pensions High levels of accuracy Attention to detail Strong organisational skills Excellent client communication skills, both written and verbal IT proficient with Microsoft Packages and internal IT software By joining our client's team, you can expect the following benefits: Quarterly bonus structure 24 days paid holiday + bank holidays! Paid day off for your birthday 5% employer pension contribution 4x salary death in service (life insurance) benefit And more! If you are passionate about the finance industry and eager to contribute to a vibrant and successful organisation, apply now to be considered for this exciting opportunity. Join our client's team and take the first step towards a rewarding career in employee benefits administration. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 02, 2024
Full time
Job Title: Senior Employee Benefits Administrator Location : Brighton Salary: 30,000 - 35,000 per annum Hours: Monday - Friday, Flexible hours between 8am - 7pm (37.5 hours, hybrid working) Our client, a leading financial adviser firm in the UK, is seeking an enthusiastic and detail-oriented individual to join their team as a Senior Employee Benefits Administrator. As a Senior Employee Benefits Administrator, you will work closely with the Employee Benefits Consultants, providing support in the areas of group income protection insurance, group life insurance, group health insurances, and group pensions. You will have the opportunity to collaborate with clients and insurers, ensuring smooth processes and excellent service delivery. About your new role: Conducting market research to obtain quotations from leading group pension, group risk, and health providers Compiling client-facing reports based on market research findings Assisting Consultants in processing new business and meeting deadlines Preparing materials for pension governance meetings Liaising with clients and insurers for scheme underwriting and claims support Producing suitability letters to communicate recommendations to clients Migrating client file information for external compliance checks Providing general administration support and addressing client queries Answering group phone calls Assisting in training team members About you: Minimum of 5 years of experience in the financial services industry, ideally in Pensions High levels of accuracy Attention to detail Strong organisational skills Excellent client communication skills, both written and verbal IT proficient with Microsoft Packages and internal IT software By joining our client's team, you can expect the following benefits: Quarterly bonus structure 24 days paid holiday + bank holidays! Paid day off for your birthday 5% employer pension contribution 4x salary death in service (life insurance) benefit And more! If you are passionate about the finance industry and eager to contribute to a vibrant and successful organisation, apply now to be considered for this exciting opportunity. Join our client's team and take the first step towards a rewarding career in employee benefits administration. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.