Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9am-5pm - (rigid - no working late here!) 25 days holiday, increasing with service Pension 5% 4x DIS Annual bonus (up to 7% of salary), paid November Study Support Free parking Role: Are you an experienced IFA Administrator looking for a new challenge, in a smaller environment? Or an Administrator at the beginning of your career, keen to move into Financial Services and be part of a great, privately-owned business? Due to internal promotion and increasing levels of business, our client in Teesside (North), has an immediate opportunity for an IFA Administrator and an additional trainee Administrator. The team are inclusive and friendly, share and support each other and the business has a true family feel. Youll be encouraged to develop your career (if desired) and youll be proud to work with a team who excel in looking after their clients and providing a quality service. Additionally, the benefits are great, including team days, free parking and annual bonus. Responsibilities: Liaising with advisers, clients and providers Oversee administration and processing to completion Obtain illustrations and ensure support material is available Processing of commissions and payments Complete online processing of business on provider portals Check provider reports Raise invoices Enter and maintain client information on XPLAN system Able to take on additional office administration including typing, photocopying, maintaining filing system, dealing with post etc. Qualifications: Industry qualifications are not essential Know someone who the above job would be a perfect fit for? REFER THEM and receive £250 when they start in their new role! JBRP1_UKTJ
May 05, 2024
Full time
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9am-5pm - (rigid - no working late here!) 25 days holiday, increasing with service Pension 5% 4x DIS Annual bonus (up to 7% of salary), paid November Study Support Free parking Role: Are you an experienced IFA Administrator looking for a new challenge, in a smaller environment? Or an Administrator at the beginning of your career, keen to move into Financial Services and be part of a great, privately-owned business? Due to internal promotion and increasing levels of business, our client in Teesside (North), has an immediate opportunity for an IFA Administrator and an additional trainee Administrator. The team are inclusive and friendly, share and support each other and the business has a true family feel. Youll be encouraged to develop your career (if desired) and youll be proud to work with a team who excel in looking after their clients and providing a quality service. Additionally, the benefits are great, including team days, free parking and annual bonus. Responsibilities: Liaising with advisers, clients and providers Oversee administration and processing to completion Obtain illustrations and ensure support material is available Processing of commissions and payments Complete online processing of business on provider portals Check provider reports Raise invoices Enter and maintain client information on XPLAN system Able to take on additional office administration including typing, photocopying, maintaining filing system, dealing with post etc. Qualifications: Industry qualifications are not essential Know someone who the above job would be a perfect fit for? REFER THEM and receive £250 when they start in their new role! JBRP1_UKTJ
This is for you if you have experience as an IFA Administrator and you're looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Cheltenham office. The Role As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately. Benefits Salary - up to £32,000 (depending on experience) Hybrid working Private medical insurance Healthcare cash plan Group income protection. Group life assurance (4 x basic annual salary) Group pension scheme, 5% employer contribution, 3% employee contribution Discretionary company bonus award opportunity 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days) If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We'll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
May 05, 2024
Full time
This is for you if you have experience as an IFA Administrator and you're looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Cheltenham office. The Role As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately. Benefits Salary - up to £32,000 (depending on experience) Hybrid working Private medical insurance Healthcare cash plan Group income protection. Group life assurance (4 x basic annual salary) Group pension scheme, 5% employer contribution, 3% employee contribution Discretionary company bonus award opportunity 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days) If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We'll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
May 05, 2024
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing new business and renewals Process fund switches Assisting with research Sending letters of authority Booking client appointments for the IFA Updating the pending work list regularly You must have experience as an IFA Administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
May 05, 2024
Full time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing new business and renewals Process fund switches Assisting with research Sending letters of authority Booking client appointments for the IFA Updating the pending work list regularly You must have experience as an IFA Administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IFA Administrator £25,000-£29,000 plus benefits We are delighted to supported this excellent directly authorised Financial Planning company. Experts in the deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years, the company is now looking for an employed Financial Adviser to join the team, to continue developing on their solid foundations and excellent reputation. Client work: Deal effectively with queries from clients and other parties through effective communication. Recording client or third-party communications. Liaise with Product providers and other third parties to acquire required client information that may be required, including retrieving new and historic information about individual clients. Assist the Paraplanner and Adviser in preparing the client file and relevant paperwork prior to client meetings. Issue letters of authority efficiently ensuring information checklist is completed accurately before being passed to paraplanner to review. Process new business applications and ensure follow up with provider, updating notes on client file. Ensure electronic client files are up-to-date and compliant. Assist Paraplanner and Adviser in maintaining a high standard of file maintenance and administration of new business to meet exacting Compliance regulations Office duties: First point of contact for incoming calls Open and distribute mail in line with company process. Ensure incoming and outgoing mail is dealt with in line with the company process. Photocopies and scans appropriate documents accurately into electronic client files in line with company process. Responsible for ensuring meeting rooms are prepped prior to meetings IFA Administrator Key skills and Experience: At least 2 years experience in a IFA Administrative role Experience and knowledge in all aspects of financial services administration Ability to proactively work as part of a team Hard-working and enthusiastic about working within financial services A keen eye for detail Strong time management and prioritisation skills Excellent organisational skills with the ability to multitask and manage workloads Excellent IT skills and familiarisation with Microsoft Office Excellent communication skills and a professional telephone manner Relevant financial services qualifications would be preferred, or a willingness to take relevant exams Benefits: A competitive salary based on experience and qualifications. Support with additional Professional Qualifications 20 days holiday plus bank holiday. Pension via Auto-enrolment for the 1st year. Enrolment into the firms full Pension scheme thereafter Optional Private Healthcare scheme after 2 years' service Car parking
May 04, 2024
Full time
IFA Administrator £25,000-£29,000 plus benefits We are delighted to supported this excellent directly authorised Financial Planning company. Experts in the deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years, the company is now looking for an employed Financial Adviser to join the team, to continue developing on their solid foundations and excellent reputation. Client work: Deal effectively with queries from clients and other parties through effective communication. Recording client or third-party communications. Liaise with Product providers and other third parties to acquire required client information that may be required, including retrieving new and historic information about individual clients. Assist the Paraplanner and Adviser in preparing the client file and relevant paperwork prior to client meetings. Issue letters of authority efficiently ensuring information checklist is completed accurately before being passed to paraplanner to review. Process new business applications and ensure follow up with provider, updating notes on client file. Ensure electronic client files are up-to-date and compliant. Assist Paraplanner and Adviser in maintaining a high standard of file maintenance and administration of new business to meet exacting Compliance regulations Office duties: First point of contact for incoming calls Open and distribute mail in line with company process. Ensure incoming and outgoing mail is dealt with in line with the company process. Photocopies and scans appropriate documents accurately into electronic client files in line with company process. Responsible for ensuring meeting rooms are prepped prior to meetings IFA Administrator Key skills and Experience: At least 2 years experience in a IFA Administrative role Experience and knowledge in all aspects of financial services administration Ability to proactively work as part of a team Hard-working and enthusiastic about working within financial services A keen eye for detail Strong time management and prioritisation skills Excellent organisational skills with the ability to multitask and manage workloads Excellent IT skills and familiarisation with Microsoft Office Excellent communication skills and a professional telephone manner Relevant financial services qualifications would be preferred, or a willingness to take relevant exams Benefits: A competitive salary based on experience and qualifications. Support with additional Professional Qualifications 20 days holiday plus bank holiday. Pension via Auto-enrolment for the 1st year. Enrolment into the firms full Pension scheme thereafter Optional Private Healthcare scheme after 2 years' service Car parking
PA and Reporting Administrator is required for a specialist commercial company who services specialise across the food manufacturing, pharmaceutical and logistics field. We are looking for an experienced Administrator to join the team at the Halifax site. The PA and Reporting Administrator role is working full-time on-site working Monday - Friday 8am - 4pm. In reward you will be paid a salary of £30,000 p.a. plus benefits. Plus there will be a element of some UK travel for the first initial few months which will include overnight stays occasionally. This is an exciting role, as it's not a 'standard, sit at your desk office job', this is a role where every day is different. One moment you will be assisting with booking flights and accommodation for the Manager and next completing reports on Excel. PA and Reporting Administrator Skills and Experience: If you have previous experience working within a manufacturing / FMCG environment previously this will be a great advantage. It is essential that you have previous experience within SAP. Must also be advance in Excel - able to create dashboards and pivot tables. This is a busy varied role so looking for someone who likes to work at pace and with volume and be super organised with excellent attention to detail and communication skills. You would need to be willing to travel to other UK sites from time to time. PA and Reporting Administrator you will be supporting the Group Manufacturing Standards Manager and Compliance Team Managers in an analytical and administration capacity. PA and Reporting Administrator duties will include: Key support to the Manager with PA duties - diary management, travel and expenses. Work alongside Compliance Team Managers to review work instructions and associated documentation. Take complete ownership of the banked hours KPI and report weekly. In conjunction with the third-party cleaning company. Create a central dashboard and lead weekly reviews with Compliance Team Managers. Place orders for all UK sites on the SAP system as required. Support/ implement the development of a budget control document that ensures all site spends are within their individual budgets on a monthly basis. Liaise with suppliers to chase orders, arrange servicing and repairs for equipment when required. If you have the above skills and experience and are keen to learn more then please apply via the job board for consideration.
May 04, 2024
Full time
PA and Reporting Administrator is required for a specialist commercial company who services specialise across the food manufacturing, pharmaceutical and logistics field. We are looking for an experienced Administrator to join the team at the Halifax site. The PA and Reporting Administrator role is working full-time on-site working Monday - Friday 8am - 4pm. In reward you will be paid a salary of £30,000 p.a. plus benefits. Plus there will be a element of some UK travel for the first initial few months which will include overnight stays occasionally. This is an exciting role, as it's not a 'standard, sit at your desk office job', this is a role where every day is different. One moment you will be assisting with booking flights and accommodation for the Manager and next completing reports on Excel. PA and Reporting Administrator Skills and Experience: If you have previous experience working within a manufacturing / FMCG environment previously this will be a great advantage. It is essential that you have previous experience within SAP. Must also be advance in Excel - able to create dashboards and pivot tables. This is a busy varied role so looking for someone who likes to work at pace and with volume and be super organised with excellent attention to detail and communication skills. You would need to be willing to travel to other UK sites from time to time. PA and Reporting Administrator you will be supporting the Group Manufacturing Standards Manager and Compliance Team Managers in an analytical and administration capacity. PA and Reporting Administrator duties will include: Key support to the Manager with PA duties - diary management, travel and expenses. Work alongside Compliance Team Managers to review work instructions and associated documentation. Take complete ownership of the banked hours KPI and report weekly. In conjunction with the third-party cleaning company. Create a central dashboard and lead weekly reviews with Compliance Team Managers. Place orders for all UK sites on the SAP system as required. Support/ implement the development of a budget control document that ensures all site spends are within their individual budgets on a monthly basis. Liaise with suppliers to chase orders, arrange servicing and repairs for equipment when required. If you have the above skills and experience and are keen to learn more then please apply via the job board for consideration.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business. Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management. You will take accountability for specific cases, tasks and deadlines in relation to preparing client accounts and meeting packs. To submit & process any new business in line with company procedures and service level agreements to meet and exceed the targets set by the practice. Specifically you'll be focused in a few areas: Day-to-day support to the practice management Processing new business Constructing compliant Suitability Letters General Administration We are ideally seeking someone who has worked within an IFA firm previously and has good knowledge surrounding Pensions & Investments, it would be to your advantage if you've had experience in dealing with the Corporate side of Advice including Group Life, Group Risk etc. It would also be to your advantage if you have any additional qualification, such as studying towards a Diploma in Financial Advice, or GR1. A great salary and benefits are offered with this role.
May 04, 2024
Full time
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business. Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management. You will take accountability for specific cases, tasks and deadlines in relation to preparing client accounts and meeting packs. To submit & process any new business in line with company procedures and service level agreements to meet and exceed the targets set by the practice. Specifically you'll be focused in a few areas: Day-to-day support to the practice management Processing new business Constructing compliant Suitability Letters General Administration We are ideally seeking someone who has worked within an IFA firm previously and has good knowledge surrounding Pensions & Investments, it would be to your advantage if you've had experience in dealing with the Corporate side of Advice including Group Life, Group Risk etc. It would also be to your advantage if you have any additional qualification, such as studying towards a Diploma in Financial Advice, or GR1. A great salary and benefits are offered with this role.
Job Title/Location: IFA Administrator, West Sussex Salary: To £28,000 Hybrid: Once through training & settled, there is some WFH flexibility Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance The Company/Team: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people. The Role: This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your key responsibilities include: Producing client portfolio valuations from various investment providers Produce quotations, application forms & fund fact sheets for Advisors prior to client meeting Process new business applications by submitting to providers & updating client records Producing Letters of Authority for new clients to service policies Working on producing any Letters/Forms required for switches, encashments etc. Ensuring compliance requirements are met on all new business cases Weekly chasing of all new business cases and existing business enquiries Greeting clients in Reception & assisting with answering telephone enquiries Skills/Experience Required: For this IFA Administrator role you must have previous administration experience gained within an IFA/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure to the platforms mentioned above. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook. Additional Information: The salary for the IFA Administrator role is up to £28,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route. The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
May 04, 2024
Full time
Job Title/Location: IFA Administrator, West Sussex Salary: To £28,000 Hybrid: Once through training & settled, there is some WFH flexibility Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance The Company/Team: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people. The Role: This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your key responsibilities include: Producing client portfolio valuations from various investment providers Produce quotations, application forms & fund fact sheets for Advisors prior to client meeting Process new business applications by submitting to providers & updating client records Producing Letters of Authority for new clients to service policies Working on producing any Letters/Forms required for switches, encashments etc. Ensuring compliance requirements are met on all new business cases Weekly chasing of all new business cases and existing business enquiries Greeting clients in Reception & assisting with answering telephone enquiries Skills/Experience Required: For this IFA Administrator role you must have previous administration experience gained within an IFA/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure to the platforms mentioned above. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook. Additional Information: The salary for the IFA Administrator role is up to £28,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route. The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Business Division: Investment Services Business Function / Department: Postal Sharedealing Job Title: Administrator Reporting to Manager: Lisa Rodgers Date: Job Summary Equiniti are seeking a candidate with administration skills to join our Postal Sharedealing Operations team in Worthing. This is an ideal role for someone who thrives on working in a busy office environment, and it will provide you with opportunities to learn new skills and the potential to progress with the company. If you have administration experience ideally within the Financial Industry and can demonstrate the following skills, experience, and behaviours, then this is a great opportunity for you to join Equiniti and progress. Equiniti is committed to promoting from within our business and for driven and ambitious candidates, future roles may include team leadership or more strategic operations roles across our business sectors. Your tasks will include responding to internal and external customer queries, carrying activities linked to the sale and purchase of shares and ensuring the customer instructions se are all processed on the day of receipt as per the Terms of the Product. Core Duties/Responsibilities Customer satisfaction Meeting targets for accuracy, quality and volume and agreed service levels. Contribution to team service levels Willingness to contribute to wider department objectives. Core Competencies Providing Excellent Customer Service : Delivers courteous and prompt service. Takes personal responsibility for resolving customer concerns. Presents a good image of the company to customers. Delivering Business Results : Applies skill, effort, and judgement to get the job done. Ensures own role and objectives are clear. Identifies opportunities to develop business and meet customer needs. Communication - written and oral Working with others / team player Skills & Knowledge and Qualification Good working knowledge of IT applications that may include but is not limited to Microsoft Office, Xanite & Sirius. Ability to learn new tasks with minimal supervision. Ability to identify system/process improvements. Good communication skills (both written and oral). Procedural/Product/Specialist Knowledge. 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 04, 2024
Full time
Business Division: Investment Services Business Function / Department: Postal Sharedealing Job Title: Administrator Reporting to Manager: Lisa Rodgers Date: Job Summary Equiniti are seeking a candidate with administration skills to join our Postal Sharedealing Operations team in Worthing. This is an ideal role for someone who thrives on working in a busy office environment, and it will provide you with opportunities to learn new skills and the potential to progress with the company. If you have administration experience ideally within the Financial Industry and can demonstrate the following skills, experience, and behaviours, then this is a great opportunity for you to join Equiniti and progress. Equiniti is committed to promoting from within our business and for driven and ambitious candidates, future roles may include team leadership or more strategic operations roles across our business sectors. Your tasks will include responding to internal and external customer queries, carrying activities linked to the sale and purchase of shares and ensuring the customer instructions se are all processed on the day of receipt as per the Terms of the Product. Core Duties/Responsibilities Customer satisfaction Meeting targets for accuracy, quality and volume and agreed service levels. Contribution to team service levels Willingness to contribute to wider department objectives. Core Competencies Providing Excellent Customer Service : Delivers courteous and prompt service. Takes personal responsibility for resolving customer concerns. Presents a good image of the company to customers. Delivering Business Results : Applies skill, effort, and judgement to get the job done. Ensures own role and objectives are clear. Identifies opportunities to develop business and meet customer needs. Communication - written and oral Working with others / team player Skills & Knowledge and Qualification Good working knowledge of IT applications that may include but is not limited to Microsoft Office, Xanite & Sirius. Ability to learn new tasks with minimal supervision. Ability to identify system/process improvements. Good communication skills (both written and oral). Procedural/Product/Specialist Knowledge. 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
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.
IFA Administrator based in Hampshire, 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. 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
IFA Administrator based in Hampshire, 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. 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.
Job Title: IFA Administrator - Part-time Industry: Wealth Management Location: Bristol Salary: £26,000 - £30,000 Job reference: Job Description: Do you have previous financial planning administration experience and seeking your next role? Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team. They will provide you long-term career opportunities, and you will be working with Financial Planners to provide full administrative support. This is a part-time position, but you must be available on Fridays to support. Duties will include: Letters of authority Quotations Client servicing Providing support to Financial Planners Utilising platforms Withdrawals Processing new business Valuations Benefits: Part time role Salary up to £30,000 Discretionary bonus Progression structure & exam support Annual pay reviews Death in service Skills and experience required: Previous experience within wealth management administration Attention to detail Excellent communication skills Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bristol on an IFA Administration role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 04, 2024
Full time
Job Title: IFA Administrator - Part-time Industry: Wealth Management Location: Bristol Salary: £26,000 - £30,000 Job reference: Job Description: Do you have previous financial planning administration experience and seeking your next role? Recruit UK are proud to be working with a wealth management firm in Bristol that are looking to bring on a part-time IFA Administrator to join the team. They will provide you long-term career opportunities, and you will be working with Financial Planners to provide full administrative support. This is a part-time position, but you must be available on Fridays to support. Duties will include: Letters of authority Quotations Client servicing Providing support to Financial Planners Utilising platforms Withdrawals Processing new business Valuations Benefits: Part time role Salary up to £30,000 Discretionary bonus Progression structure & exam support Annual pay reviews Death in service Skills and experience required: Previous experience within wealth management administration Attention to detail Excellent communication skills Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bristol on an IFA Administration role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: IFA AdministratorLocation: Nottingham, UKSalary: £25,000 - £30,000 (DOE) Benefits: Flexible working hours (35 hours per week) Option to work from home on specific days Discretionary annual bonus 25 days holiday plus Bank Holidays Workplace pension scheme Death in Service (2x salary) Long-Term Sickness Policy Employee Assistance Programme (EAP) Examinations and study material paid for by the company We are working with a reputable wealth management firm located in central Nottingham. They offer bespoke financial solutions to clients, providing expert advice and exceptional service. Recently relocated to new offices near the cricket ground, we offer a modern, vibrant working environment with convenient access to local amenities. Role Overview: We are seeking an experienced and self-motivated IFA Administrator to join our dynamic team. The successful candidate will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our wealth management processes. While primarily responsible for administrative tasks, this role may involve working closely with one or more advisers to balance workloads effectively. Key Responsibilities: Processing investments, including setting up ISAs, unit trust/OEIC applications, and obtaining illustrations Providing administrative support to financial advisers, including preparing client documentation and managing client queries Maintaining accurate client records and files in compliance with regulatory requirements Liaising with external stakeholders, such as product providers and clients, to facilitate efficient service delivery Requirements: Ideally 2-3 years' experience in a similar role within an IFA firm or financial services environment Strong knowledge of wealth management and investment processing procedures Excellent organisational skills and attention to detail Effective communication skills, both verbal and written What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
May 04, 2024
Full time
Job Title: IFA AdministratorLocation: Nottingham, UKSalary: £25,000 - £30,000 (DOE) Benefits: Flexible working hours (35 hours per week) Option to work from home on specific days Discretionary annual bonus 25 days holiday plus Bank Holidays Workplace pension scheme Death in Service (2x salary) Long-Term Sickness Policy Employee Assistance Programme (EAP) Examinations and study material paid for by the company We are working with a reputable wealth management firm located in central Nottingham. They offer bespoke financial solutions to clients, providing expert advice and exceptional service. Recently relocated to new offices near the cricket ground, we offer a modern, vibrant working environment with convenient access to local amenities. Role Overview: We are seeking an experienced and self-motivated IFA Administrator to join our dynamic team. The successful candidate will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our wealth management processes. While primarily responsible for administrative tasks, this role may involve working closely with one or more advisers to balance workloads effectively. Key Responsibilities: Processing investments, including setting up ISAs, unit trust/OEIC applications, and obtaining illustrations Providing administrative support to financial advisers, including preparing client documentation and managing client queries Maintaining accurate client records and files in compliance with regulatory requirements Liaising with external stakeholders, such as product providers and clients, to facilitate efficient service delivery Requirements: Ideally 2-3 years' experience in a similar role within an IFA firm or financial services environment Strong knowledge of wealth management and investment processing procedures Excellent organisational skills and attention to detail Effective communication skills, both verbal and written What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
We are currently seeking a Lettings Administrator to join our client. As a Lettings Administrator , you will play a key role in providing administrative support to the Home Ownership & Commercial Team. You will be responsible for assisting with the sale and resale of shared ownership properties, leasehold administration, and handling commercial lettings. Outline of key responsibilities for the Lettings Administrator Provide administrative support to the Home Ownership & Commercial Team, including maintaining records, preparing documentation, and managing correspondence. Assist with the sale and resale of shared ownership properties, ensuring all legal, financial, and administrative requirements are met. Support leasehold administration, including processing assignments, subletting, and lease extensions. Handle commercial lettings, including lease agreements, rent reviews, and tenant queries. Liaise with internal departments, external agencies, and stakeholders to ensure smooth coordination and delivery of services. Respond to customer enquiries and provide excellent customer service, resolving issues in a timely and efficient manner. Contribute to the continuous improvement of processes and procedures within the Home Ownership & Commercial Team. Requirements: We are looking for someone who has Experience in a similar administrative role, preferably within the housing/property sector. Strong attention to detail and accuracy in record-keeping and documentation. Excellent organisational and time management skills, with the ability to prioritise tasks effectively. Good communication and interpersonal skills, with the ability to liaise professionally with colleagues, customers, and stakeholders. Proficiency in using computer systems and software, including MS Office. Knowledge of shared ownership schemes and leasehold administration processes is desirable. An understanding of property management and relevant legislation would be advantageous. In return, we are offering the successful candidate in the Lettings Administrator role Salary of £23,088 per annum Annual pay scale increase 27 days holiday (rising to 32 over 5 years' service) + bank holidays Hybrid based from any of our clients offices (Blackburn, Wakefield or Halifax) You will be working 37 hours per week , Monday - Friday Attractive pension scheme In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
May 04, 2024
Full time
We are currently seeking a Lettings Administrator to join our client. As a Lettings Administrator , you will play a key role in providing administrative support to the Home Ownership & Commercial Team. You will be responsible for assisting with the sale and resale of shared ownership properties, leasehold administration, and handling commercial lettings. Outline of key responsibilities for the Lettings Administrator Provide administrative support to the Home Ownership & Commercial Team, including maintaining records, preparing documentation, and managing correspondence. Assist with the sale and resale of shared ownership properties, ensuring all legal, financial, and administrative requirements are met. Support leasehold administration, including processing assignments, subletting, and lease extensions. Handle commercial lettings, including lease agreements, rent reviews, and tenant queries. Liaise with internal departments, external agencies, and stakeholders to ensure smooth coordination and delivery of services. Respond to customer enquiries and provide excellent customer service, resolving issues in a timely and efficient manner. Contribute to the continuous improvement of processes and procedures within the Home Ownership & Commercial Team. Requirements: We are looking for someone who has Experience in a similar administrative role, preferably within the housing/property sector. Strong attention to detail and accuracy in record-keeping and documentation. Excellent organisational and time management skills, with the ability to prioritise tasks effectively. Good communication and interpersonal skills, with the ability to liaise professionally with colleagues, customers, and stakeholders. Proficiency in using computer systems and software, including MS Office. Knowledge of shared ownership schemes and leasehold administration processes is desirable. An understanding of property management and relevant legislation would be advantageous. In return, we are offering the successful candidate in the Lettings Administrator role Salary of £23,088 per annum Annual pay scale increase 27 days holiday (rising to 32 over 5 years' service) + bank holidays Hybrid based from any of our clients offices (Blackburn, Wakefield or Halifax) You will be working 37 hours per week , Monday - Friday Attractive pension scheme In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
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.)
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity. To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system. The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover. Financial Advisor Requirements You should be a current Financial Advisor with experience of delivering quality client service You should have 3+ years financial planning experience You must be fully Diploma qualified in financial planning You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues The Company This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously. Financial Advisor Benefits Salary up to £60,000 depending on experience with an uncapped OTE Uncapped bonuses Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges Excellent ongoing employee well being programmes Home based role with some face-to-face client meetings and visits to the office Locations Oldham, Huddersfield, Manchester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ
May 03, 2024
Full time
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity. To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system. The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover. Financial Advisor Requirements You should be a current Financial Advisor with experience of delivering quality client service You should have 3+ years financial planning experience You must be fully Diploma qualified in financial planning You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues The Company This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously. Financial Advisor Benefits Salary up to £60,000 depending on experience with an uncapped OTE Uncapped bonuses Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges Excellent ongoing employee well being programmes Home based role with some face-to-face client meetings and visits to the office Locations Oldham, Huddersfield, Manchester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ
Sales and Purchasing Administrator Salary - 12.8k p/a Hours - 10am - 2pm Monday - Friday (20 Hours per Week) Location - Halifax Site based Permanent Are you an organised and detail-oriented individual with excellent communication skills? Our client, a leading company in their industry, is seeking an experienced Administrative Assistant to join their successful, growing team. We are looking for a candidate with sales administration experience/knowledge. To be successful in this position, you must possess proficiency in Microsoft Office applications, especially Word and Excel, with excellent organisational and time management skills, allowing you to work effectively under deadlines. You should be methodical, with meticulous attention to detail and an understanding of the need for confidentiality. The ability to work independently, multi-task, and prioritise tasks is essential. Excellent communication skills (listening, telephone, email, and report writing) are a must, as well as experience in a customer service environment, including managing both internal and external customers. Assertiveness, teamwork, and the ability to manage working relationships at all levels are crucial qualities we seek. Key Responsibilities: Providing comprehensive administrative support to ensure the efficient and smooth running of the department's operations Maintaining office filing systems (electronic and physical) Managing incoming and outgoing correspondence Preparing and editing documents, reports, and presentations Performing data entry and updating records as required Answering and directing phone calls in a polite and professional manner Liaising with internal teams and external partners to coordinate administrative activities Managing goods in transit Processing sales and purchase orders Scanning documents in line with sales orders Key requirements of the Administrative Assistant: Good knowledge of Excel spreadsheets & Word processing Willingness to learn and adapt. Knowledge of Sage not essential but preferred. Ability to prioritise tasks and work efficiently under pressure. Strong communication skills and the ability to collaborate effectively. Proficiency in IT and management systems. This role offer a great opportunity for an ambitious individual who is looking at growing/expanding with a successful company. If you are a highly organised and detail-oriented professional with exceptional administrative and customer service skills, we encourage you to apply for this exciting opportunity. Please note this is a permanent part-time vacancy.
May 03, 2024
Full time
Sales and Purchasing Administrator Salary - 12.8k p/a Hours - 10am - 2pm Monday - Friday (20 Hours per Week) Location - Halifax Site based Permanent Are you an organised and detail-oriented individual with excellent communication skills? Our client, a leading company in their industry, is seeking an experienced Administrative Assistant to join their successful, growing team. We are looking for a candidate with sales administration experience/knowledge. To be successful in this position, you must possess proficiency in Microsoft Office applications, especially Word and Excel, with excellent organisational and time management skills, allowing you to work effectively under deadlines. You should be methodical, with meticulous attention to detail and an understanding of the need for confidentiality. The ability to work independently, multi-task, and prioritise tasks is essential. Excellent communication skills (listening, telephone, email, and report writing) are a must, as well as experience in a customer service environment, including managing both internal and external customers. Assertiveness, teamwork, and the ability to manage working relationships at all levels are crucial qualities we seek. Key Responsibilities: Providing comprehensive administrative support to ensure the efficient and smooth running of the department's operations Maintaining office filing systems (electronic and physical) Managing incoming and outgoing correspondence Preparing and editing documents, reports, and presentations Performing data entry and updating records as required Answering and directing phone calls in a polite and professional manner Liaising with internal teams and external partners to coordinate administrative activities Managing goods in transit Processing sales and purchase orders Scanning documents in line with sales orders Key requirements of the Administrative Assistant: Good knowledge of Excel spreadsheets & Word processing Willingness to learn and adapt. Knowledge of Sage not essential but preferred. Ability to prioritise tasks and work efficiently under pressure. Strong communication skills and the ability to collaborate effectively. Proficiency in IT and management systems. This role offer a great opportunity for an ambitious individual who is looking at growing/expanding with a successful company. If you are a highly organised and detail-oriented professional with exceptional administrative and customer service skills, we encourage you to apply for this exciting opportunity. Please note this is a permanent part-time vacancy.
PA and Reporting Administrator is required for a specialist commercial company who services specialise across the food manufacturing, pharmaceutical and logistics field. We are looking for an experienced Administrator to join the team at the Halifax site. The PA and Reporting Administrator role is working full-time on-site working Monday - Friday 8am - 4pm. In reward you will be paid a salary of 30,000 p.a. plus benefits. Plus there will be a element of some UK travel for the first initial few months which will include overnight stays occasionally. This is an exciting role, as it's not a 'standard, sit at your desk office job', this is a role where every day is different. One moment you will be assisting with booking flights and accommodation for the Manager and next completing reports on Excel. PA and Reporting Administrator Skills and Experience: If you have previous experience working within a manufacturing / FMCG environment previously this will be a great advantage. It is essential that you have previous experience within SAP. Must also be advance in Excel - able to create dashboards and pivot tables. This is a busy varied role so looking for someone who likes to work at pace and with volume and be super organised with excellent attention to detail and communication skills. You would need to be willing to travel to other UK sites from time to time. PA and Reporting Administrator you will be supporting the Group Manufacturing Standards Manager and Compliance Team Managers in an analytical and administration capacity. PA and Reporting Administrator duties will include: Key support to the Manager with PA duties - diary management, travel and expenses. Work alongside Compliance Team Managers to review work instructions and associated documentation. Take complete ownership of the banked hours KPI and report weekly. In conjunction with the third-party cleaning company. Create a central dashboard and lead weekly reviews with Compliance Team Managers. Place orders for all UK sites on the SAP system as required. Support/ implement the development of a budget control document that ensures all site spends are within their individual budgets on a monthly basis. Liaise with suppliers to chase orders, arrange servicing and repairs for equipment when required. If you have the above skills and experience and are keen to learn more then please apply via the job board for consideration.
May 03, 2024
Full time
PA and Reporting Administrator is required for a specialist commercial company who services specialise across the food manufacturing, pharmaceutical and logistics field. We are looking for an experienced Administrator to join the team at the Halifax site. The PA and Reporting Administrator role is working full-time on-site working Monday - Friday 8am - 4pm. In reward you will be paid a salary of 30,000 p.a. plus benefits. Plus there will be a element of some UK travel for the first initial few months which will include overnight stays occasionally. This is an exciting role, as it's not a 'standard, sit at your desk office job', this is a role where every day is different. One moment you will be assisting with booking flights and accommodation for the Manager and next completing reports on Excel. PA and Reporting Administrator Skills and Experience: If you have previous experience working within a manufacturing / FMCG environment previously this will be a great advantage. It is essential that you have previous experience within SAP. Must also be advance in Excel - able to create dashboards and pivot tables. This is a busy varied role so looking for someone who likes to work at pace and with volume and be super organised with excellent attention to detail and communication skills. You would need to be willing to travel to other UK sites from time to time. PA and Reporting Administrator you will be supporting the Group Manufacturing Standards Manager and Compliance Team Managers in an analytical and administration capacity. PA and Reporting Administrator duties will include: Key support to the Manager with PA duties - diary management, travel and expenses. Work alongside Compliance Team Managers to review work instructions and associated documentation. Take complete ownership of the banked hours KPI and report weekly. In conjunction with the third-party cleaning company. Create a central dashboard and lead weekly reviews with Compliance Team Managers. Place orders for all UK sites on the SAP system as required. Support/ implement the development of a budget control document that ensures all site spends are within their individual budgets on a monthly basis. Liaise with suppliers to chase orders, arrange servicing and repairs for equipment when required. If you have the above skills and experience and are keen to learn more then please apply via the job board for consideration.
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. Business Area EQ has embarked on a Client to Cash (C2C) transformation covering all capabilities for an end-to-end journey from marketing, new business development, opportunity and contract lifecycle management, order to cash, and relationship management through to renewals management. As a result of acquisitions and growth, we currently have multiple ways of working, processes and systems which we are consolidating into a single global approach and platform based on Salesforce Sales Cloud and Conga Quote to Cash. Role Summary Reports to the C2C Product and Programme Director as a key member of the programme leadership team. Provides leadership of the Architecture and Analysis team, and on both business architecture and Salesforce/Conga functional architecture to effectively support the C2C Programme objectives. The role will suit an experienced business-focussed Salesforce Application/Solution Architect who wants to continue in a hands-on capacity as well as lead and develop a team. Core Duties/Responsibilities Lead the collaboration of cross-functional teams in analysing business requirements, design, development, and implementation of complex Salesforce/Quote to Cash solutions to meet business requirements Lead the development and implementation of business architecture frameworks, strategies, and roadmaps to align business goals with technology solutions Manage and mentor architects and business analysts Architect scalable and high-performance solutions on the Salesforce platform and drive the integration of business architecture artifacts with other enterprise architecture domains, including integration, data, and technology architecture Support the implementation of our global C2C capabilities, driving standardisation and out-of-the-box acceptance to minimise the need for customisation of Salesforce/Conga applications Apply an agile approach to defining requirements, scope, technical specifications, features, user stories (solution backlog) and use cases Lead and participate in project planning, estimation, and risk management activities to ensure successful project delivery Ensure delivery to agreed objectives, requirements, schedules, costs and quality objectives, ensuring compliance and alignment with Group and Engineering standards and processes Own and support in the development and maintenance of programme documentation Build and maintain deep working knowledge of the business, platforms and products, and serve as a subject matter expert on business and functional architecture, and design principles. Skills, Capabilities and Attributes Strategic mindset with a focus on driving business innovation and transformation through the effective use of technology and architecture Experience as a Salesforce or Conga QTC Application/Solution Architect leading the design and implementation of enterprise-scale solutions Business Architecture skills in areas such as operating model development, process engineering and value management Experience of CRM and Quote to Cash business capabilities Expertise in Salesforce platform capabilities. Sales Cloud, Marketing Cloud, Service Cloud, and Lightning Platform Proficiency in Salesforce development technologies. Apex, Visualforce, Lightning Web Components, and Salesforce DX Strong understanding of business architecture frameworks, methodologies, and tools such as TOGAF, Zachman, or BPMN Adept at assimilating and correlating disconnecting information using significant analysis skills Experience with Agile development methodologies and tools like Azure DevOps Salesforce certifications (e.g., Application Architect, Administrator) are essential. Certified Technical Architect, B2B Solution Architect, Sharing and Visibility Architect, Data Architect or Integration Architect certifications desirable Certification in Business or Enterprise Architecture (eg Certified Business Architect, ToGAF) highly desirable Certification in Agile methodologies (eg Certified Agile Scrum Master, SAFe Agilist) highly desirable Bachelor's degree in related field (or equivalent experience) is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Matched 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 Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising 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 03, 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. Business Area EQ has embarked on a Client to Cash (C2C) transformation covering all capabilities for an end-to-end journey from marketing, new business development, opportunity and contract lifecycle management, order to cash, and relationship management through to renewals management. As a result of acquisitions and growth, we currently have multiple ways of working, processes and systems which we are consolidating into a single global approach and platform based on Salesforce Sales Cloud and Conga Quote to Cash. Role Summary Reports to the C2C Product and Programme Director as a key member of the programme leadership team. Provides leadership of the Architecture and Analysis team, and on both business architecture and Salesforce/Conga functional architecture to effectively support the C2C Programme objectives. The role will suit an experienced business-focussed Salesforce Application/Solution Architect who wants to continue in a hands-on capacity as well as lead and develop a team. Core Duties/Responsibilities Lead the collaboration of cross-functional teams in analysing business requirements, design, development, and implementation of complex Salesforce/Quote to Cash solutions to meet business requirements Lead the development and implementation of business architecture frameworks, strategies, and roadmaps to align business goals with technology solutions Manage and mentor architects and business analysts Architect scalable and high-performance solutions on the Salesforce platform and drive the integration of business architecture artifacts with other enterprise architecture domains, including integration, data, and technology architecture Support the implementation of our global C2C capabilities, driving standardisation and out-of-the-box acceptance to minimise the need for customisation of Salesforce/Conga applications Apply an agile approach to defining requirements, scope, technical specifications, features, user stories (solution backlog) and use cases Lead and participate in project planning, estimation, and risk management activities to ensure successful project delivery Ensure delivery to agreed objectives, requirements, schedules, costs and quality objectives, ensuring compliance and alignment with Group and Engineering standards and processes Own and support in the development and maintenance of programme documentation Build and maintain deep working knowledge of the business, platforms and products, and serve as a subject matter expert on business and functional architecture, and design principles. Skills, Capabilities and Attributes Strategic mindset with a focus on driving business innovation and transformation through the effective use of technology and architecture Experience as a Salesforce or Conga QTC Application/Solution Architect leading the design and implementation of enterprise-scale solutions Business Architecture skills in areas such as operating model development, process engineering and value management Experience of CRM and Quote to Cash business capabilities Expertise in Salesforce platform capabilities. Sales Cloud, Marketing Cloud, Service Cloud, and Lightning Platform Proficiency in Salesforce development technologies. Apex, Visualforce, Lightning Web Components, and Salesforce DX Strong understanding of business architecture frameworks, methodologies, and tools such as TOGAF, Zachman, or BPMN Adept at assimilating and correlating disconnecting information using significant analysis skills Experience with Agile development methodologies and tools like Azure DevOps Salesforce certifications (e.g., Application Architect, Administrator) are essential. Certified Technical Architect, B2B Solution Architect, Sharing and Visibility Architect, Data Architect or Integration Architect certifications desirable Certification in Business or Enterprise Architecture (eg Certified Business Architect, ToGAF) highly desirable Certification in Agile methodologies (eg Certified Agile Scrum Master, SAFe Agilist) highly desirable Bachelor's degree in related field (or equivalent experience) is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Matched 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 Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising 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
FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical package NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their growing team. Candidates applying for the role MUST be happy to work in a varied and challenging environment and really enjoy variety in the role. Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include; " Overseeing and processing of new business " Proactive ongoing client management " Servicing existing business " Managing Client relationships " Preparing pre-meeting documentation " Paraplanning support and working closely with the Paraplanning team " Platform based work " Illustrations & regular contact directly with clients & wrap/platform providers " Responsible for the day to day oversight of your own workflow and the Directors diary Our Client is looking for someone who offers a strong background within Financial Planning who understands Pensions & Investments, can do basic Paraplanning and who is extremely organised with the capability of managing a busy workload. It is also essential that those applying offer strong problem solving skills and are able to think outside of the box. NJR 14827
May 02, 2024
Full time
FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical package NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their growing team. Candidates applying for the role MUST be happy to work in a varied and challenging environment and really enjoy variety in the role. Covering all aspects such as; Client Care; IFA Admin, and Paraplanning Support the role will include; " Overseeing and processing of new business " Proactive ongoing client management " Servicing existing business " Managing Client relationships " Preparing pre-meeting documentation " Paraplanning support and working closely with the Paraplanning team " Platform based work " Illustrations & regular contact directly with clients & wrap/platform providers " Responsible for the day to day oversight of your own workflow and the Directors diary Our Client is looking for someone who offers a strong background within Financial Planning who understands Pensions & Investments, can do basic Paraplanning and who is extremely organised with the capability of managing a busy workload. It is also essential that those applying offer strong problem solving skills and are able to think outside of the box. NJR 14827