Senior IFA Administrator based in Bristol, competitive basic salary with good benefits Responsibilities: Dealing with new business processing, valuations, illustrations and portfolio research Understanding the Financial Planning process and ensuring compliance with FCA rules and principles. Systems management and development, including management of the CRM system. Producing management information for the board of directors. Monitoring client service delivery. Reviewing and developing processes and templates to improve business efficiency. Requirements: Highly effective time management and organisational skills. Ability to lead a busy team. Proficiency in MS Office and CRM system. Excellent communication and interpersonal skills (verbal and written) Articulate with particular attention to detail. Ability to work within and develop defined business processes. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 04, 2024
Full time
Senior IFA Administrator based in Bristol, competitive basic salary with good benefits Responsibilities: Dealing with new business processing, valuations, illustrations and portfolio research Understanding the Financial Planning process and ensuring compliance with FCA rules and principles. Systems management and development, including management of the CRM system. Producing management information for the board of directors. Monitoring client service delivery. Reviewing and developing processes and templates to improve business efficiency. Requirements: Highly effective time management and organisational skills. Ability to lead a busy team. Proficiency in MS Office and CRM system. Excellent communication and interpersonal skills (verbal and written) Articulate with particular attention to detail. Ability to work within and develop defined business processes. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Senior IFA Administrator Position: IFA Administrator / Team Lead Location: Crosby Salary: £25,000 to £35,000 per annum plus bonus + Benefits (will pay more for the right background ) Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on! My client is a boutique financial planning firm in Harrow, changing the way Financial Advice is given, working to values such as empathy, decency, expertise, and hard work - this is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business. Role Overview: As a Senior IFA Administrator, you will play a pivotal role in providing crucial administrative and technical support to a dynamic business, acting as the lead to the admin team and running a small but busy office. What we are looking for: Background in IFA Leading junior team members, preferably IFA Admin teams Able to support the running of a small office. Able to work on site 5 days per week (with some flexibility) Ideally R01 qualified, or working towards (not essential) What you will be doing: Support paraplanners in research and analysis to meet client needs and objectives. Assist paraplanners in the implementation of new business. Develop and maintain internal relationships to ensure business flow and meet targets. Contribute to the smooth running of the administrative function within the business. Ensure all business activities are responsible, compliant, and meet legislative requirements. Manage new business recording and submission. Communicate and record product and planning analysis results. Liaise with product providers and relevant third parties. Handle individual workflow and task delivery. Assist the business with: Preparing paperwork for client meetings Conducting planning and product research Tracking new business submissions to conclusion Performing technical filing on business systems Booking client appointments Greeting clients Apply now to be part of a dynamic environment where your skills make a tangible impact. (Confidentiality guaranteed. Our client is an equal opportunity employer.)
May 04, 2024
Full time
Senior IFA Administrator Position: IFA Administrator / Team Lead Location: Crosby Salary: £25,000 to £35,000 per annum plus bonus + Benefits (will pay more for the right background ) Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on! My client is a boutique financial planning firm in Harrow, changing the way Financial Advice is given, working to values such as empathy, decency, expertise, and hard work - this is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business. Role Overview: As a Senior IFA Administrator, you will play a pivotal role in providing crucial administrative and technical support to a dynamic business, acting as the lead to the admin team and running a small but busy office. What we are looking for: Background in IFA Leading junior team members, preferably IFA Admin teams Able to support the running of a small office. Able to work on site 5 days per week (with some flexibility) Ideally R01 qualified, or working towards (not essential) What you will be doing: Support paraplanners in research and analysis to meet client needs and objectives. Assist paraplanners in the implementation of new business. Develop and maintain internal relationships to ensure business flow and meet targets. Contribute to the smooth running of the administrative function within the business. Ensure all business activities are responsible, compliant, and meet legislative requirements. Manage new business recording and submission. Communicate and record product and planning analysis results. Liaise with product providers and relevant third parties. Handle individual workflow and task delivery. Assist the business with: Preparing paperwork for client meetings Conducting planning and product research Tracking new business submissions to conclusion Performing technical filing on business systems Booking client appointments Greeting clients Apply now to be part of a dynamic environment where your skills make a tangible impact. (Confidentiality guaranteed. Our client is an equal opportunity employer.)
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team. Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: 40,000 - 45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
May 02, 2024
Full time
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team. Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: 40,000 - 45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Senior Technical Administrator (including some Report writing) Location : Thornbury (Bristol), with other locations at Chipping Sodbury & Wotton-under-Edge. Salary: £35,000 + Bonus and entensive benefits package including 5% ER Pension, Vitality vouchers and Flexi-working hours. This is a full-time (35 hours), office based role. We operate a flexi-working hours policy where everyone is required to be in the office between 10am and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. James's Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Senior Partner Practice. You will be based in Thornbury, with flexible working available across our locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include: Checking CFR's Collating client information Preparing suitability letters and illustrations Managing cases to completion Working with internal processing systems Ensuring that the business obtained is being processed compliantly and in a timely way Liaising with third parties on a daily basis You will have the opportunity to progress with professional development and qualifications Assisting Junior Administrators to understand the processes and systems. The Person: Senior Technical Administrator This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a 'can do' working style. It is essential that you are a self-starter and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified and/or have significant industry experience Ideally you have used the CRM, Salesforce You will need to have experience of the administration of IHT and/or Pension and/or Investment products You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion SJP Platinum PSS Accrediation preferably. St. James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has Funds Under Management in excess of £150bn.Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 02, 2024
Full time
Senior Technical Administrator (including some Report writing) Location : Thornbury (Bristol), with other locations at Chipping Sodbury & Wotton-under-Edge. Salary: £35,000 + Bonus and entensive benefits package including 5% ER Pension, Vitality vouchers and Flexi-working hours. This is a full-time (35 hours), office based role. We operate a flexi-working hours policy where everyone is required to be in the office between 10am and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. James's Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Senior Partner Practice. You will be based in Thornbury, with flexible working available across our locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include: Checking CFR's Collating client information Preparing suitability letters and illustrations Managing cases to completion Working with internal processing systems Ensuring that the business obtained is being processed compliantly and in a timely way Liaising with third parties on a daily basis You will have the opportunity to progress with professional development and qualifications Assisting Junior Administrators to understand the processes and systems. The Person: Senior Technical Administrator This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a 'can do' working style. It is essential that you are a self-starter and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified and/or have significant industry experience Ideally you have used the CRM, Salesforce You will need to have experience of the administration of IHT and/or Pension and/or Investment products You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion SJP Platinum PSS Accrediation preferably. St. James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has Funds Under Management in excess of £150bn.Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Minimum 6 months administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £28,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Liverpool
May 01, 2024
Full time
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Minimum 6 months administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £28,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Liverpool
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Shoreham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new entrants (Administrators) The ideal candidate will be a Senior Administrator with training or management experience Knowledge of Intelligent Office would be a big help as well Base £40-50000 plus a benefits package This is an office based role full time perm This is a new to market opportunity
May 01, 2024
Full time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Shoreham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new entrants (Administrators) The ideal candidate will be a Senior Administrator with training or management experience Knowledge of Intelligent Office would be a big help as well Base £40-50000 plus a benefits package This is an office based role full time perm This is a new to market opportunity
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.
Senior IFA Administrator £25,000 to £28,000 salary We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
May 01, 2024
Full time
Senior IFA Administrator £25,000 to £28,000 salary We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
May 01, 2024
Full time
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
May 01, 2024
Full time
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
May 01, 2024
Full time
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
Recruitment Circle Group LTD
Warwick, Warwickshire
Job Title: Financial Administrator Location : Barford, Warwickshire, UK (Office-Based) Type: Permanent, Full-time Salary: Up to £35,000 We are seeking a highly skilled and experienced Senior Administrator to join a dynamic team in Barford, Warwickshire. The ideal candidate should have a minimum of 5 years of administrative experience, with a preference for those who have previously worked within an independent or financial services business. Key Responsibilities: Efficiently manage day-to-day administrative tasks with a keen eye for detail. Coordinate and organize office operations to ensure effectiveness and efficiency. Handle confidential information with discretion and professionalism. Liaise with internal teams and external stakeholders to facilitate smooth business processes. Utilize strong organizational and multitasking skills to meet deadlines. Qualifications and Experience: Minimum of 5 years' experience in a senior administrative role. Previous experience in independent or financial services business is highly desirable. Proficient in office management software and MS Office Suite. Excellent organizational and time-management skills. Strong communication and interpersonal abilities. If you have a proven track record in administration and thrive in a dynamic office environment, we encourage you to apply. Take the next step in your career with us!
Apr 30, 2024
Full time
Job Title: Financial Administrator Location : Barford, Warwickshire, UK (Office-Based) Type: Permanent, Full-time Salary: Up to £35,000 We are seeking a highly skilled and experienced Senior Administrator to join a dynamic team in Barford, Warwickshire. The ideal candidate should have a minimum of 5 years of administrative experience, with a preference for those who have previously worked within an independent or financial services business. Key Responsibilities: Efficiently manage day-to-day administrative tasks with a keen eye for detail. Coordinate and organize office operations to ensure effectiveness and efficiency. Handle confidential information with discretion and professionalism. Liaise with internal teams and external stakeholders to facilitate smooth business processes. Utilize strong organizational and multitasking skills to meet deadlines. Qualifications and Experience: Minimum of 5 years' experience in a senior administrative role. Previous experience in independent or financial services business is highly desirable. Proficient in office management software and MS Office Suite. Excellent organizational and time-management skills. Strong communication and interpersonal abilities. If you have a proven track record in administration and thrive in a dynamic office environment, we encourage you to apply. Take the next step in your career with us!
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
Apr 30, 2024
Full time
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 30, 2024
Full time
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
Apr 30, 2024
Full time
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
Apr 30, 2024
Full time
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Apr 29, 2024
Full time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.