We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
May 11, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
May 11, 2024
Full time
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
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 11, 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 11, 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 11, 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 11, 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 11, 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.
Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness. Key Responsibilities: Provide administrative support to Independent Financial Advisors in day-to-day operations. Assist in the preparation and processing of client documentation and financial transactions. Maintain accurate and up-to-date client records using our internal systems. Liaise with clients, both in person and over the phone, providing excellent customer service. Timeline: Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible. Application Status: Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! 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 11, 2024
Full time
Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness. Key Responsibilities: Provide administrative support to Independent Financial Advisors in day-to-day operations. Assist in the preparation and processing of client documentation and financial transactions. Maintain accurate and up-to-date client records using our internal systems. Liaise with clients, both in person and over the phone, providing excellent customer service. Timeline: Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible. Application Status: Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! 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 recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period. Accountabilities: Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to: Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators Administration support across client-facing admin teams Training documentation and delivery In addition, the role will encompass some of the following duties: Working with the Compliance Department to ensure that processes meet with their requirements Supporting the team with the provision of accurate MI reporting Providing support and liaison between the accounts department and admin teams. Experience and Qualifications: The successful candidate will have/be: 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role) Excellent written and visual presentation skills with high attention to detail Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge Understanding of the needs of Financial Services teams and FCA rules and compliance A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
May 11, 2024
Full time
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period. Accountabilities: Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to: Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators Administration support across client-facing admin teams Training documentation and delivery In addition, the role will encompass some of the following duties: Working with the Compliance Department to ensure that processes meet with their requirements Supporting the team with the provision of accurate MI reporting Providing support and liaison between the accounts department and admin teams. Experience and Qualifications: The successful candidate will have/be: 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role) Excellent written and visual presentation skills with high attention to detail Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge Understanding of the needs of Financial Services teams and FCA rules and compliance A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
May 11, 2024
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
May 11, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
May 11, 2024
Full time
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Blakemore Recruitment
High Wycombe, Buckinghamshire
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detail Key Responsibilities: New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits: Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan
May 11, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detail Key Responsibilities: New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits: Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan
Are you a highly experienced Financial Advisor in South Yorkshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of 50,000 - 75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations South Yorkshire 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.
May 11, 2024
Full time
Are you a highly experienced Financial Advisor in South Yorkshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of 50,000 - 75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations South Yorkshire 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.
Are you a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Edinburgh 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.
May 11, 2024
Full time
Are you a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Edinburgh 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.
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
May 11, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector. You must be a great team player with excellent IT skills, ideally with extensive experience on Intelligent Office and platforms.Our client are offering a highly competitive salary and hybrid working with the opportunity to work 3 days pw from home.
May 11, 2024
Full time
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector. You must be a great team player with excellent IT skills, ideally with extensive experience on Intelligent Office and platforms.Our client are offering a highly competitive salary and hybrid working with the opportunity to work 3 days pw from home.
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of 50,000 - 75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations West Glasgow 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.
May 11, 2024
Full time
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of 50,000 - 75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations West Glasgow 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.
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 10, 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.
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 10, 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!