Due to continued growth, an exciting opportunity has arisen for an experienced Payroll Administrator to join our busy Payroll Bureau team in Truro. The role will be 12-20 hours per week over 2 to 3 days. The days will be Monday, Friday and/or Tuesday. The role includes processing Payroll and administrating Auto Enrolment pensions for over 250 clients across Cornwall click apply for full job details
May 02, 2024
Full time
Due to continued growth, an exciting opportunity has arisen for an experienced Payroll Administrator to join our busy Payroll Bureau team in Truro. The role will be 12-20 hours per week over 2 to 3 days. The days will be Monday, Friday and/or Tuesday. The role includes processing Payroll and administrating Auto Enrolment pensions for over 250 clients across Cornwall click apply for full job details
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
Quantum Advisory have an exciting opportunity for a Trainee Employee Benefits Administrator to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £23K - £25K PA (Depending on Experience) Job Type: Full-time, Permanent About Us: At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations. With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Trainee Employee Benefits Administrator - The Role: Are you looking for a role which incorporates numerical and customer service skills Do you want to study towards professional qualifications If so, the world of employee benefits could be for you. As an employee benefits administrator you will be carrying out the day to day management of group insurance schemes. You will gain a knowledge of the different insurance products available in the market and understand how they meet the needs of the client. Trainee Employee Benefits Administrator - Key Responsibilities: In this broad role responsibilities will include (but not limited to): - Preparing insurance renewal documentation - Validating insurance data that is received from clients - Checking scheme specifications are correct - Communicating scheme information to clients - Running reports our employee benefits platform - Carrying our research for clients Trainee Employee Benefits Administrator - You: - Accuracy is essential in this regulated environment - Organised and methodical approach to work - Comfortable working with numbers - Ability to work as part of a small team and meet agreed timescales - Opportunity to start a career in group risk and learn about employee benefits market - Experience with Microsoft Office, particularly Excel, preferred - Enthusiastic and flexible approach to work - A level (or equivalent) education required - Studying towards Chartered Insurance Institute's GR1 qualification beneficial, but not essential Trainee Employee Benefits Administrator - Benefits: - Flexible working hours tailored to accommodate your schedule and lifestyle, ensuring a healthy work-life balance - Performance-related bonus rewarding your dedication and contributions to the team's success - A comprehensive and structured training plan designed to nurture your skills and support your professional growth - Ample opportunities for skill development and career advancement within Quantum, empowering you to reach your full potential and excel in your chosen field To submit your application for this exciting Trainee Employee Benefits Administrator opportunity, please click 'Apply' now.
May 02, 2024
Full time
Quantum Advisory have an exciting opportunity for a Trainee Employee Benefits Administrator to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £23K - £25K PA (Depending on Experience) Job Type: Full-time, Permanent About Us: At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations. With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Trainee Employee Benefits Administrator - The Role: Are you looking for a role which incorporates numerical and customer service skills Do you want to study towards professional qualifications If so, the world of employee benefits could be for you. As an employee benefits administrator you will be carrying out the day to day management of group insurance schemes. You will gain a knowledge of the different insurance products available in the market and understand how they meet the needs of the client. Trainee Employee Benefits Administrator - Key Responsibilities: In this broad role responsibilities will include (but not limited to): - Preparing insurance renewal documentation - Validating insurance data that is received from clients - Checking scheme specifications are correct - Communicating scheme information to clients - Running reports our employee benefits platform - Carrying our research for clients Trainee Employee Benefits Administrator - You: - Accuracy is essential in this regulated environment - Organised and methodical approach to work - Comfortable working with numbers - Ability to work as part of a small team and meet agreed timescales - Opportunity to start a career in group risk and learn about employee benefits market - Experience with Microsoft Office, particularly Excel, preferred - Enthusiastic and flexible approach to work - A level (or equivalent) education required - Studying towards Chartered Insurance Institute's GR1 qualification beneficial, but not essential Trainee Employee Benefits Administrator - Benefits: - Flexible working hours tailored to accommodate your schedule and lifestyle, ensuring a healthy work-life balance - Performance-related bonus rewarding your dedication and contributions to the team's success - A comprehensive and structured training plan designed to nurture your skills and support your professional growth - Ample opportunities for skill development and career advancement within Quantum, empowering you to reach your full potential and excel in your chosen field To submit your application for this exciting Trainee Employee Benefits Administrator opportunity, please click 'Apply' now.
Short term Contract role - Pensions Support Administrator! Up to 40,000pa FTE Wimbledon Join our client's dynamic and forward-thinking team as a Pensions Support FTC! They are an independent supplier of pensions secretariat and trusteeship services, specialising in pensions, employee benefits, HR, and strategic consulting. With a commitment to providing common-sense solutions to HR challenges, our client advises employers and boards of trustees of occupational pension schemes and communicates with scheme members. They are seeking an enthusiastic and self-motivated individual to join their team in delivering secretariat services for new and ongoing occupational pension schemes. As a Pensions Support consultant, you will provide needs-based consulting support to a portfolio of clients, responding to queries, providing regular reporting, and updating them with accurate information. You will also be responsible for managing meeting arrangements, drafting agendas, collating papers, and issuing meeting packs. To excel in this role, you should possess good written skills with a high attention to detail. You'll need to manage conflicting priorities, workload demands, and meet deadlines, using your own initiative. Being proficient in Microsoft Office, particularly Outlook, Word, and Excel, is essential. With 1-5 years' experience in the pensions sector, you will bring your knowledge of defined benefit occupational pension schemes to contribute to the team's success. As part of their team, you will have the flexibility to work at least 2 days per week in our client's Wimbledon office and around 3 days per week from home. It is important to demonstrate an enthusiastic and self-motivated approach to deliver high-quality services to clients. You should possess strong interpersonal skills, manage conflicting situations with diplomacy, and be able to handle ambiguity effectively. Our client values accountability, mutual trust, and respect, and they expect their team members to embody these cultural values. If you are ready to make a positive impact in the pensions sector, working with a supportive and collaborative team, then this is the opportunity for you! Don't miss out on the chance to join our client's exciting journey in providing exceptional pensions secretariat services. 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
Contractor
Short term Contract role - Pensions Support Administrator! Up to 40,000pa FTE Wimbledon Join our client's dynamic and forward-thinking team as a Pensions Support FTC! They are an independent supplier of pensions secretariat and trusteeship services, specialising in pensions, employee benefits, HR, and strategic consulting. With a commitment to providing common-sense solutions to HR challenges, our client advises employers and boards of trustees of occupational pension schemes and communicates with scheme members. They are seeking an enthusiastic and self-motivated individual to join their team in delivering secretariat services for new and ongoing occupational pension schemes. As a Pensions Support consultant, you will provide needs-based consulting support to a portfolio of clients, responding to queries, providing regular reporting, and updating them with accurate information. You will also be responsible for managing meeting arrangements, drafting agendas, collating papers, and issuing meeting packs. To excel in this role, you should possess good written skills with a high attention to detail. You'll need to manage conflicting priorities, workload demands, and meet deadlines, using your own initiative. Being proficient in Microsoft Office, particularly Outlook, Word, and Excel, is essential. With 1-5 years' experience in the pensions sector, you will bring your knowledge of defined benefit occupational pension schemes to contribute to the team's success. As part of their team, you will have the flexibility to work at least 2 days per week in our client's Wimbledon office and around 3 days per week from home. It is important to demonstrate an enthusiastic and self-motivated approach to deliver high-quality services to clients. You should possess strong interpersonal skills, manage conflicting situations with diplomacy, and be able to handle ambiguity effectively. Our client values accountability, mutual trust, and respect, and they expect their team members to embody these cultural values. If you are ready to make a positive impact in the pensions sector, working with a supportive and collaborative team, then this is the opportunity for you! Don't miss out on the chance to join our client's exciting journey in providing exceptional pensions secretariat services. 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.
Portfolio Payroll are working with a well-known business in Crewe, that are seeking a Payroll Administrator to join their team for a period of 6 months. The role is office based and is paying up to 24,000. Key duties and responsibilities. Data entry for new starters and leavers Payroll queries over the telephone and email Year-end responsibilities Processing statutory payments Timesheets and Pensions If you are interested and immediately available, please apply for more information. INDPAYN
May 02, 2024
Contractor
Portfolio Payroll are working with a well-known business in Crewe, that are seeking a Payroll Administrator to join their team for a period of 6 months. The role is office based and is paying up to 24,000. Key duties and responsibilities. Data entry for new starters and leavers Payroll queries over the telephone and email Year-end responsibilities Processing statutory payments Timesheets and Pensions If you are interested and immediately available, please apply for more information. INDPAYN
Amour Recruitment is working in partnership with a great company who due to continued growth is recruiting for a Pensions Administrator to join their team. If you enjoy data entry, number crunching and working with a high level of accuracy, then this is the role for you Key responsibilities: Onboarding of new pensions accounts Vetting of applications and following up in the event of missing information/discrepancies. Processing of applications Document checking. Requirements: Previous Data Entry/Admin experience is vital Experience working with financial data Great attention to detail Strong working experience with the Microsoft Office including Excel Hours: 09:00 - 17:30 Monday to Friday Salary: 24,000 - 26,000 (depending on experience) If you're an experienced administrator, we would love to hear from you! Please click to apply and the Amour Recruitment team will be in touch!
May 02, 2024
Full time
Amour Recruitment is working in partnership with a great company who due to continued growth is recruiting for a Pensions Administrator to join their team. If you enjoy data entry, number crunching and working with a high level of accuracy, then this is the role for you Key responsibilities: Onboarding of new pensions accounts Vetting of applications and following up in the event of missing information/discrepancies. Processing of applications Document checking. Requirements: Previous Data Entry/Admin experience is vital Experience working with financial data Great attention to detail Strong working experience with the Microsoft Office including Excel Hours: 09:00 - 17:30 Monday to Friday Salary: 24,000 - 26,000 (depending on experience) If you're an experienced administrator, we would love to hear from you! Please click to apply and the Amour Recruitment team will be in touch!
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
Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions) Job Type: Permanent Salary: £23,000 - £25,000 Hours: 35 hours Mon-Fri Location: Ellesmere Port This is a great opportunity to join a an established and growing international financial services company, providing a wide range of financial services in the UK and abroad who s focus is on delivering exceptional service to their clients. This is an exciting opportunity to join the Employee Benefits Division team. I am looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. This role will give you the opportunity of working within a forward-thinking and growing international financial services Company where you are not just a number but a valued and respected member of our close team. As The Administrator you will: Maintain client records and our internal system Process new business applications, joiners/ leavers / changes Liaise with insurers and internal stakeholders Process policy renewals Check and process renewal data Check quotes Issue membership documents Check and issue annual renewal accounts Answer client queries and provide an excellent customer experience Prepare reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Experience and Skills Required for this role: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. Experience in a past paced team. Benefits: Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme We want you to benefit from the company s success! A monetary bonus after 5, 10, 15 and 20 years service We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events Recruit a Friend Bonus Scheme' This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
May 02, 2024
Full time
Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions) Job Type: Permanent Salary: £23,000 - £25,000 Hours: 35 hours Mon-Fri Location: Ellesmere Port This is a great opportunity to join a an established and growing international financial services company, providing a wide range of financial services in the UK and abroad who s focus is on delivering exceptional service to their clients. This is an exciting opportunity to join the Employee Benefits Division team. I am looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. This role will give you the opportunity of working within a forward-thinking and growing international financial services Company where you are not just a number but a valued and respected member of our close team. As The Administrator you will: Maintain client records and our internal system Process new business applications, joiners/ leavers / changes Liaise with insurers and internal stakeholders Process policy renewals Check and process renewal data Check quotes Issue membership documents Check and issue annual renewal accounts Answer client queries and provide an excellent customer experience Prepare reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Experience and Skills Required for this role: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. Experience in a past paced team. Benefits: Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme We want you to benefit from the company s success! A monetary bonus after 5, 10, 15 and 20 years service We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events Recruit a Friend Bonus Scheme' This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview The UK and Europe Retirement lead will be responsible for management and oversight of the 70 retirement programs across 25 different countries that Citi sponsors in Europe and the UK and will directly report to Citi's Director Retirement & Allowances. They will be the main Citi contact for various Trustee Boards, Committees/Councils and ensure local country compliance with Citi policies and mandates. They will also involve working closely with the HR Community, other pensions related functional teams, UK/Europe counterparts in other Citigroup businesses, and outsourced vendors/administrators. They will manage a team of 5 in total and will decide how to allocate those resources between the UK and Europe. What you'll do: Ensure local country compliance with Citi's Retirement Plan Guidelines, local laws and regulations, as well as Citi's Benefits Guiding Principles and Philosophy Negotiate with Trustee Boards on contributions into schemes, potential settlement impacts, and US GAAP implications of Trustee Board actions Review strategy of each plan in region and implement changes as needed Coordinate with local country business/management team to ensure proper administration of each retirement program Support the Director of Retirement & Allowances on various governance or strategic initiatives which may include certain allowances projects as well as regular retirement plans management Act as a pensions subject matter expert and work with other specialist areas (eg HR, Risk, Compliance, Finance, Legal, Payroll, Information Technology) as appropriate to provide seamless support for plan impacting employees and members Contribute to pensions projects as well as support the delivery of business-as-usual activities Prepare materials, minutes and present papers/updates to West Retirement Council meetings and Retirement Plan Sponsor Council meetings Oversee team's management of the third-party administrator and outsourced vendors, resolving issues and ensuring Service Level Agreement (SLAs) and Third-Party policy requirements are met. Further ensure relevant changes to schemes or potential developments which impact on administration are acted on appropriately Escalate any issues to the Director of Retirement & Allowances as appropriate Review escalated data, contribution and other administrative issues from team as appropriate Review of communication materials, as appropriate Review UK team management of the selection process for group life insurers (as it's held in the pensions trust) Support and manage budgets and vendor invoices as appropriate What we'll need from you: Extensive technical and/or strategic Pensions Experience Expert understanding of UK, European pension plan structures including pensions trustee role and difference with employer role Actuarial background preferred Broad understanding of HR practices in general and pension and benefits provision in particular Experience dealing with corporate processes, payroll, budgets, and invoice management Experience dealing with a wide range of internal and external third parties Experience presenting technical pensions information to non-technical audiences English language required, additional languages a plus Job Family Group: Human Resources Job Family: Compensation & Benefits Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
May 02, 2024
Full time
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview The UK and Europe Retirement lead will be responsible for management and oversight of the 70 retirement programs across 25 different countries that Citi sponsors in Europe and the UK and will directly report to Citi's Director Retirement & Allowances. They will be the main Citi contact for various Trustee Boards, Committees/Councils and ensure local country compliance with Citi policies and mandates. They will also involve working closely with the HR Community, other pensions related functional teams, UK/Europe counterparts in other Citigroup businesses, and outsourced vendors/administrators. They will manage a team of 5 in total and will decide how to allocate those resources between the UK and Europe. What you'll do: Ensure local country compliance with Citi's Retirement Plan Guidelines, local laws and regulations, as well as Citi's Benefits Guiding Principles and Philosophy Negotiate with Trustee Boards on contributions into schemes, potential settlement impacts, and US GAAP implications of Trustee Board actions Review strategy of each plan in region and implement changes as needed Coordinate with local country business/management team to ensure proper administration of each retirement program Support the Director of Retirement & Allowances on various governance or strategic initiatives which may include certain allowances projects as well as regular retirement plans management Act as a pensions subject matter expert and work with other specialist areas (eg HR, Risk, Compliance, Finance, Legal, Payroll, Information Technology) as appropriate to provide seamless support for plan impacting employees and members Contribute to pensions projects as well as support the delivery of business-as-usual activities Prepare materials, minutes and present papers/updates to West Retirement Council meetings and Retirement Plan Sponsor Council meetings Oversee team's management of the third-party administrator and outsourced vendors, resolving issues and ensuring Service Level Agreement (SLAs) and Third-Party policy requirements are met. Further ensure relevant changes to schemes or potential developments which impact on administration are acted on appropriately Escalate any issues to the Director of Retirement & Allowances as appropriate Review escalated data, contribution and other administrative issues from team as appropriate Review of communication materials, as appropriate Review UK team management of the selection process for group life insurers (as it's held in the pensions trust) Support and manage budgets and vendor invoices as appropriate What we'll need from you: Extensive technical and/or strategic Pensions Experience Expert understanding of UK, European pension plan structures including pensions trustee role and difference with employer role Actuarial background preferred Broad understanding of HR practices in general and pension and benefits provision in particular Experience dealing with corporate processes, payroll, budgets, and invoice management Experience dealing with a wide range of internal and external third parties Experience presenting technical pensions information to non-technical audiences English language required, additional languages a plus Job Family Group: Human Resources Job Family: Compensation & Benefits Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting
HR People Generalist - Theale, hybrid role 3 days per week on-site Main Purpose of Role: To provide subject matter expertise for all People data and systems, and general support within the People team through the co-ordination of key HR activities and projects. A great role for development towards Junior Business Partner role, covering all aspects of the Employee life cycle. HR Systems: System owner for: Sage People System Learning Hub (LMS) People Hub (Reward Gateway) HALO Responsible for proactively managing the people systems in order to maintain integrity and confidentiality of employee and organisational data. Key interface to ensure consistent system provision and that any system improvements are managed and implemented appropriately. First point of contact on People system queries. Data and Reporting: Provide data and reporting across the People team. Drive accuracy of all data with the People administrator. Managing confidential data relating to performance, talent and pay reviews and preparing information for senior stakeholders. Create, review and update controlled HR Documents, ensuring all documents are version controlled and reflected in the Information Management System (IMS), to ensure compliance with ISO guidelines on an ongoing basis. Pension & Payroll: Responsible for the accurate input and reporting for the monthly payroll, pension and associated benefits administration within the agreed timeframes so that both employer and employee contributions are submitted to the provider as required. Projects: Provide support, and lead where relevant, for all HR activities and projects related to: Wellbeing Reward and recognition Compliance & Security To support and contribute actively to health and safety, environmental, business continuity and information security arrangements that meets obligations to customers. Contributing to continual process improvements Experience (technical, managerial, industry): Required At least one or two previous roles within HR, providing HR support and administration Experience of managing payroll process and employee benefits Experience working with multiple HR systems (Sage) Desired Some background and knowledge of the property or telecommunications industry A track record of managing HR processes (eg payroll, benefits, starters, leavers) Experience working with multiple HR systems (Reward Gateway/Access) Education level/Qualifications (professional, vocational) CIPD level 5 qualified, or working towards this qualification Skills/Knowledge Required Team player, as well as able to operate independently and work on own initiative Detail orientated with an understanding of the need for accurate and timely management of information Demonstrates organisation skills, with the ability to manage own time, meet deadlines and prioritise, whilst managing changing demands Inter-personal skills and abilities in interfacing with multiple stakeholders and teams Proficient in Microsoft office with intermediate excel and PowerPoint skills. Desired Able to manage and influence stakeholders at different levels of seniority Delivery and results focused with the minimum of supervision Focus Points Data driven - strong on HR systems CIPD Level 5 Experience of Payroll, Pensions, SAGE HR system Supporting BP on ER Cases, HR legislation, tracking of policies 2nd line Support on systems Project People is acting as an Employment Business in relation to this vacancy.
May 02, 2024
Contractor
HR People Generalist - Theale, hybrid role 3 days per week on-site Main Purpose of Role: To provide subject matter expertise for all People data and systems, and general support within the People team through the co-ordination of key HR activities and projects. A great role for development towards Junior Business Partner role, covering all aspects of the Employee life cycle. HR Systems: System owner for: Sage People System Learning Hub (LMS) People Hub (Reward Gateway) HALO Responsible for proactively managing the people systems in order to maintain integrity and confidentiality of employee and organisational data. Key interface to ensure consistent system provision and that any system improvements are managed and implemented appropriately. First point of contact on People system queries. Data and Reporting: Provide data and reporting across the People team. Drive accuracy of all data with the People administrator. Managing confidential data relating to performance, talent and pay reviews and preparing information for senior stakeholders. Create, review and update controlled HR Documents, ensuring all documents are version controlled and reflected in the Information Management System (IMS), to ensure compliance with ISO guidelines on an ongoing basis. Pension & Payroll: Responsible for the accurate input and reporting for the monthly payroll, pension and associated benefits administration within the agreed timeframes so that both employer and employee contributions are submitted to the provider as required. Projects: Provide support, and lead where relevant, for all HR activities and projects related to: Wellbeing Reward and recognition Compliance & Security To support and contribute actively to health and safety, environmental, business continuity and information security arrangements that meets obligations to customers. Contributing to continual process improvements Experience (technical, managerial, industry): Required At least one or two previous roles within HR, providing HR support and administration Experience of managing payroll process and employee benefits Experience working with multiple HR systems (Sage) Desired Some background and knowledge of the property or telecommunications industry A track record of managing HR processes (eg payroll, benefits, starters, leavers) Experience working with multiple HR systems (Reward Gateway/Access) Education level/Qualifications (professional, vocational) CIPD level 5 qualified, or working towards this qualification Skills/Knowledge Required Team player, as well as able to operate independently and work on own initiative Detail orientated with an understanding of the need for accurate and timely management of information Demonstrates organisation skills, with the ability to manage own time, meet deadlines and prioritise, whilst managing changing demands Inter-personal skills and abilities in interfacing with multiple stakeholders and teams Proficient in Microsoft office with intermediate excel and PowerPoint skills. Desired Able to manage and influence stakeholders at different levels of seniority Delivery and results focused with the minimum of supervision Focus Points Data driven - strong on HR systems CIPD Level 5 Experience of Payroll, Pensions, SAGE HR system Supporting BP on ER Cases, HR legislation, tracking of policies 2nd line Support on systems Project People is acting as an Employment Business in relation to this vacancy.
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.
As our new Payroll Senior Administrator you will be responsible for supporting our Payroll Supervisor in overseeing all aspects of payroll processing, ensuring accuracy, compliance, and timely delivery of payments to employees. About DFS It takes a whole lot of passion to be at the centre of what makes a house feel like home and thats just what we do at DFS. Were the leading sofa retail specialist in the UK, helping people find a comfy seat on their great quality sofas since 1969. We're a market leader in the UK because of one thing: our people. Our people made us who we are and will drive us into our ambitious future, together. We offer incredible opportunities to get stuck into fun and meaningful work as well as learn new skills so you can really find your thing. What you'll be doing Support the Payroll supervisor to ensure key tasks and deadlines are met Shares knowledge and experience with other team members, providing ongoing training and support Knowledge of statutory legislation relating to PAYE, National Insurance, Statutory payments and Pensions Point of contact for queries and escalations for Managers and Employees within the business Process reviews to ensure efficient ways of working within the team Process expert for the relevant payrolls access the team Responsible for the processing and finalising of monthly payrolls in line with the payroll schedules The role is for you if Strong communication (written and verbal) skills Strong analytical skills and attention to detail with a high level of accuracy Time management skills with the ability to work under pressure and to tight deadlines Self-motivation and flexibility with strong organisational, planning and administrative skills. Integrity and Confidentiality 2 years payroll experience (ideally in a retail or manufacturing environment) Demonstrable experience of supporting new technologies and/or system changes Computer literate ideally Experience testing new functionality and training team members Experience of MHR ITrent and Iris Cascade would be beneficial DFS Benefits Excellent salary + Bonus + Benefits Progression and Development opportunities to grow your skills A huge 30% colleague discount, plus 15% friends & family discount across our Group (DFS, Sofology, Dwell) Generous holiday allowance the time you need to rest and relax and the longer youre with us, the more time youll get! Opportunity to purchase additional holidays each year! Enhanced maternity, paternity and adoption leave to give you the time you need to settle in with your new family member Access to a range of high street & online discounts from: Sainsburys, ASOS, Currys PC World, IKEA, John Lewis and more. Discounted Gym and Cinema memberships to help you unwind Group Pension Scheme Group Sharesave Scheme Life Assurance & Company Sick Pay Full comprehensive training Paid days to volunteer each year Any offer is subject to references & DBS Checks Due to the volume of applications, we reserve the right to close this role early and so encourage you to complete your application as soon as possible. JBRP1_UKTJ
May 02, 2024
Full time
As our new Payroll Senior Administrator you will be responsible for supporting our Payroll Supervisor in overseeing all aspects of payroll processing, ensuring accuracy, compliance, and timely delivery of payments to employees. About DFS It takes a whole lot of passion to be at the centre of what makes a house feel like home and thats just what we do at DFS. Were the leading sofa retail specialist in the UK, helping people find a comfy seat on their great quality sofas since 1969. We're a market leader in the UK because of one thing: our people. Our people made us who we are and will drive us into our ambitious future, together. We offer incredible opportunities to get stuck into fun and meaningful work as well as learn new skills so you can really find your thing. What you'll be doing Support the Payroll supervisor to ensure key tasks and deadlines are met Shares knowledge and experience with other team members, providing ongoing training and support Knowledge of statutory legislation relating to PAYE, National Insurance, Statutory payments and Pensions Point of contact for queries and escalations for Managers and Employees within the business Process reviews to ensure efficient ways of working within the team Process expert for the relevant payrolls access the team Responsible for the processing and finalising of monthly payrolls in line with the payroll schedules The role is for you if Strong communication (written and verbal) skills Strong analytical skills and attention to detail with a high level of accuracy Time management skills with the ability to work under pressure and to tight deadlines Self-motivation and flexibility with strong organisational, planning and administrative skills. Integrity and Confidentiality 2 years payroll experience (ideally in a retail or manufacturing environment) Demonstrable experience of supporting new technologies and/or system changes Computer literate ideally Experience testing new functionality and training team members Experience of MHR ITrent and Iris Cascade would be beneficial DFS Benefits Excellent salary + Bonus + Benefits Progression and Development opportunities to grow your skills A huge 30% colleague discount, plus 15% friends & family discount across our Group (DFS, Sofology, Dwell) Generous holiday allowance the time you need to rest and relax and the longer youre with us, the more time youll get! Opportunity to purchase additional holidays each year! Enhanced maternity, paternity and adoption leave to give you the time you need to settle in with your new family member Access to a range of high street & online discounts from: Sainsburys, ASOS, Currys PC World, IKEA, John Lewis and more. Discounted Gym and Cinema memberships to help you unwind Group Pension Scheme Group Sharesave Scheme Life Assurance & Company Sick Pay Full comprehensive training Paid days to volunteer each year Any offer is subject to references & DBS Checks Due to the volume of applications, we reserve the right to close this role early and so encourage you to complete your application as soon as possible. JBRP1_UKTJ
I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
May 02, 2024
Full time
I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
May 02, 2024
Full time
I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
plus full study support, great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator looking for an extremely welcoming team offering hybrid working, variety of work, full study support if required and the opportunity to be part of a helpful supportive small team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, London based firm. Opportunity to become involved in supporting the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Offers an excellent work/life balance. Will suit an established and experienced Administrator looking for an autonomous hybrid working role and the experience of working with clients in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
May 02, 2024
Full time
plus full study support, great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator looking for an extremely welcoming team offering hybrid working, variety of work, full study support if required and the opportunity to be part of a helpful supportive small team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, London based firm. Opportunity to become involved in supporting the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Offers an excellent work/life balance. Will suit an established and experienced Administrator looking for an autonomous hybrid working role and the experience of working with clients in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
May 02, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
Senior Administrator / Paraplanner Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success. Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike. We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue. Key Accountabilities Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships. Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software. Prepare regular Valuation Reports for investment clients. Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices. Submit life /mortgage and investment / pension applications (paper; online) Deal with general (existing) client enquiries (where no advice is required) General administration including setting up and maintaining client files and records. Be confident and have experience of the use of fund platforms. Be familiar and able to build cashflow forecasts for adviser presentation meetings. Skills & Experience At least 2 years in a financial services administrative/paraplanning role Strong technical experience in writing Suitability Letters and Client Reports Working knowledge of office 365 Good organisational skills and interpersonal skills ability to multitask and prioritise effectively. Sound technical knowledge of investments, pensions, and protection Attention to detail is a must; able to work to deadlines; thoroughness. Friendly disposition with clients, work colleagues and business contacts - good telephone manner Honest and reliable, able to maintain client confidentiality. Good working knowledge of Word, Excel, Microsoft Outlook Experience of CRM systems If you want to join a friendly and professional team wanting to grow, please apply below
May 01, 2024
Full time
Senior Administrator / Paraplanner Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success. Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike. We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue. Key Accountabilities Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships. Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software. Prepare regular Valuation Reports for investment clients. Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices. Submit life /mortgage and investment / pension applications (paper; online) Deal with general (existing) client enquiries (where no advice is required) General administration including setting up and maintaining client files and records. Be confident and have experience of the use of fund platforms. Be familiar and able to build cashflow forecasts for adviser presentation meetings. Skills & Experience At least 2 years in a financial services administrative/paraplanning role Strong technical experience in writing Suitability Letters and Client Reports Working knowledge of office 365 Good organisational skills and interpersonal skills ability to multitask and prioritise effectively. Sound technical knowledge of investments, pensions, and protection Attention to detail is a must; able to work to deadlines; thoroughness. Friendly disposition with clients, work colleagues and business contacts - good telephone manner Honest and reliable, able to maintain client confidentiality. Good working knowledge of Word, Excel, Microsoft Outlook Experience of CRM systems If you want to join a friendly and professional team wanting to grow, please apply below
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills/competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths/English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
May 01, 2024
Full time
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills/competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths/English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Job Title: Senior IFA Administrator Salary: £ Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice. As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: R01, CF1 or equivalent is desirable Experience in providing administrative support within a Wealth Management or Financial Planning firm Experience of using Intelliflo would be advantageous A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.
May 01, 2024
Full time
Job Title: Senior IFA Administrator Salary: £ Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice. As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: R01, CF1 or equivalent is desirable Experience in providing administrative support within a Wealth Management or Financial Planning firm Experience of using Intelliflo would be advantageous A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.
Job Title:Financial Planning Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
May 01, 2024
Full time
Job Title:Financial Planning Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data