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 17, 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.
Blakemore Recruitment
High Wycombe, Buckinghamshire
We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator IFA ADMINISTRATORHigh WycombeLife Insurance / Company pension / On Site Parking They are looking for an experienced administrator to join our team in High Wycombe. The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. MAIN TASKS Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Prepare and issue client annual review packs Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs
May 17, 2024
Full time
We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator IFA ADMINISTRATORHigh WycombeLife Insurance / Company pension / On Site Parking They are looking for an experienced administrator to join our team in High Wycombe. The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. MAIN TASKS Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Prepare and issue client annual review packs Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team. Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: 40,000 - 45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
May 17, 2024
Full time
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team. Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: 40,000 - 45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
May 16, 2024
Full time
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Owing to an exciting period of growth I am looking for an Entry-Level Administrator to join my clients' growing team based in Halifax. The role will involve general office administration, answering the phone, dealing with queries and assisting the Sales team, as well as the wider operational team. This is a full-time, temporary to permanent position working (Apply online only) Monday to Friday. Candidates must have a good level of education and be comfortable with the Microsoft Office suite.
May 16, 2024
Full time
Owing to an exciting period of growth I am looking for an Entry-Level Administrator to join my clients' growing team based in Halifax. The role will involve general office administration, answering the phone, dealing with queries and assisting the Sales team, as well as the wider operational team. This is a full-time, temporary to permanent position working (Apply online only) Monday to Friday. Candidates must have a good level of education and be comfortable with the Microsoft Office suite.
BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance click apply for full job details
May 16, 2024
Full time
BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance click apply for full job details
Salary £25k to £28k DOE Excellent Benefits Package Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis. Your role will be based around providing administrative support to Managing Directors/IFA's, and you will be a primary contact point for the Financial Services business. This role is fully office based with the working hours 09:00am to 17:00pm, Monday to Friday. Your responsibilities include: Typing correspondence, forms, and documents on behalf of the Managing Director/IFA's Checking work for typographical and grammatical errors Ensure all client matter details are recorded, updated, and completed in full on the firm's databases Dealing with telephone calls and recording messages for team members Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA's Contacting clients or team members upon instruction Skills/Qualifications/Experience: Strong administration background, financial or professional services experience would be useful but not essential Excellent written and verbal communication skills Impeccable client service manner You will have knowledge of the local market You will be enthusiastic, committed and motivated to team success and growth The Benefits: 25 days holiday plus bank holidays Access to a Company Pension Scheme Access to Private Medical Insurance Christmas shutdown - no holiday needed Parking Group Critical Insurance and Group Income Protection Employee Assistance Programme DIS x 4 Ref: 10334 Recruitment Consultant: Joanne Howell Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
May 16, 2024
Full time
Salary £25k to £28k DOE Excellent Benefits Package Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis. Your role will be based around providing administrative support to Managing Directors/IFA's, and you will be a primary contact point for the Financial Services business. This role is fully office based with the working hours 09:00am to 17:00pm, Monday to Friday. Your responsibilities include: Typing correspondence, forms, and documents on behalf of the Managing Director/IFA's Checking work for typographical and grammatical errors Ensure all client matter details are recorded, updated, and completed in full on the firm's databases Dealing with telephone calls and recording messages for team members Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA's Contacting clients or team members upon instruction Skills/Qualifications/Experience: Strong administration background, financial or professional services experience would be useful but not essential Excellent written and verbal communication skills Impeccable client service manner You will have knowledge of the local market You will be enthusiastic, committed and motivated to team success and growth The Benefits: 25 days holiday plus bank holidays Access to a Company Pension Scheme Access to Private Medical Insurance Christmas shutdown - no holiday needed Parking Group Critical Insurance and Group Income Protection Employee Assistance Programme DIS x 4 Ref: 10334 Recruitment Consultant: Joanne Howell Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Senior IFA Administrator £25,000 to £28,000 salary We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
May 16, 2024
Full time
Senior IFA Administrator £25,000 to £28,000 salary We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team. Core tasks Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office. Set up client file and ensure any relevant checklist is completed accurately. Preparing New Client meeting packs Issuing Engagement Letters. Upload documentation to back office system Produce valuations Prepare New Business packs for presentation meeting, including illustrations. Servicing existing & new business queries. Maintain effective communications with the client. Oversee administration and processing to completion. Issue policy documents and confirmation letter. Make appointments as required. In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sales support as far as you can? Are you an administration manager in the making? This is a great opportunity to join a business that is established and growing. We are a company that has proven processes yet we're also open to new ideas. If you can suggest things that will improve our efficiency and enhance the service we give to our clients, were happy to hear. The financial planning administrator role is key to our business success, and you can take your administration career with us as far as you wish. Whether you are looking to remain working as part of a team or become an administration manager in the future, wed love to hear from you. The role Reporting to the Operations Manager, this is a full-time role with 2-3 days in the office and the rest of the time at home. Duties will include: Providing administrative support to financial advisers in the processing and submitting of new business, and ongoing servicing of existing clients. Maintaining the client database to ensure it is accurately up to date at every stage of the administrative process and adding all client information/documentation. Responsibility for the shared management of all admin tasks to ensure timely distribution and completion of the departments workload. Liaising with 3rd parties/providers to carry out administrative tasks. Processing incoming and outgoing post. Essential skills Relevant experience gained in a financial planning role either with an IFA or restricted adviser. Desire to work in the administration side of the business. Able to work as part of a team with a good eye for detail. Excellent IT skills including industry systems (knowledge of Intelliflo's Intelligent Office back-office system is desirable, but not essential). Motivated with the ability to work in an often busy environment to tight deadlines. The ability to analyse and query information. About the company Equity and General was established in 2008 and we are directly authorised by the Financial Conduct Authority. We are principally located in London, and we also hold offices in Glasgow, Derby and Solihull. We are a financial planning business, focused on helping our clients understand and plan for their financial future. We provide holistic financial planning advice for (individuals and trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages). Further information We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy. Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found. Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted. In order to give your application the best chance of success, please: Check that you meet the criteria for the role and have the right to work in the UK. Apply with a CV that is clear, concise, and correct. Tailor your CV to highlight your experience and relevant achievements to the position.
May 16, 2024
Full time
IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sales support as far as you can? Are you an administration manager in the making? This is a great opportunity to join a business that is established and growing. We are a company that has proven processes yet we're also open to new ideas. If you can suggest things that will improve our efficiency and enhance the service we give to our clients, were happy to hear. The financial planning administrator role is key to our business success, and you can take your administration career with us as far as you wish. Whether you are looking to remain working as part of a team or become an administration manager in the future, wed love to hear from you. The role Reporting to the Operations Manager, this is a full-time role with 2-3 days in the office and the rest of the time at home. Duties will include: Providing administrative support to financial advisers in the processing and submitting of new business, and ongoing servicing of existing clients. Maintaining the client database to ensure it is accurately up to date at every stage of the administrative process and adding all client information/documentation. Responsibility for the shared management of all admin tasks to ensure timely distribution and completion of the departments workload. Liaising with 3rd parties/providers to carry out administrative tasks. Processing incoming and outgoing post. Essential skills Relevant experience gained in a financial planning role either with an IFA or restricted adviser. Desire to work in the administration side of the business. Able to work as part of a team with a good eye for detail. Excellent IT skills including industry systems (knowledge of Intelliflo's Intelligent Office back-office system is desirable, but not essential). Motivated with the ability to work in an often busy environment to tight deadlines. The ability to analyse and query information. About the company Equity and General was established in 2008 and we are directly authorised by the Financial Conduct Authority. We are principally located in London, and we also hold offices in Glasgow, Derby and Solihull. We are a financial planning business, focused on helping our clients understand and plan for their financial future. We provide holistic financial planning advice for (individuals and trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages). Further information We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy. Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found. Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted. In order to give your application the best chance of success, please: Check that you meet the criteria for the role and have the right to work in the UK. Apply with a CV that is clear, concise, and correct. Tailor your CV to highlight your experience and relevant achievements to the position.
IFA Administrator Based: St Albans, Hertfordshire Salary: £35,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience. Key attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. This is an excellent opportunity to develop your career with a proactive employer who will support your career growth.
May 15, 2024
Full time
IFA Administrator Based: St Albans, Hertfordshire Salary: £35,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience. Key attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. This is an excellent opportunity to develop your career with a proactive employer who will support your career growth.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary MyCSP are currently looking for ambitious and motivated people who will join our energetic telephony-based Pension Administration team. Based in the heart of Liverpool City Centre, we are a well-established pension administrator with over 1.5 million customers across the UK. We pride ourselves on giving the very best service to all our customers and we're now hiring. We're a pension company with a difference; 25% owned by the employees, with the remaining shares owned by our private sector partner EQ Paymaster. We focus on providing first class service to our members. You will be the first point of contact for our callers, discussing everything from joining the pension scheme to retirement and beyond. Full training will be provided, so you'll be able to handle every call confidently and provide exceptional customer service. The role is not sales-related but you will have realistic key performance indicators to meet. Our working hours are on a rotational basis that cover the hours of 08:30 - 17:30 Monday to Friday, which supports our commitment to a healthy work/life balance. You'll be joining a highly engaged and dynamic organisation, which is passionate about delivering excellent customer service. You will be part of a collaborative Enquiry Centre, with constant support from experienced colleagues. Key Responsibilities/Expectations : Great customer service and communication skills Excellent attention to detail Ability to resolve members' telephone enquiries, based on a competent working knowledge of the pension schemes, gained through our in-house training programme Excellent attendance and time-keeping GCSE (or equivalent) Maths and English Grade C or above Ability to form good working relationships Applicants must have resided in the UK for at least 5 years In return for your commitment and hard work we offer internal development opportunities coupled with a generous and competitive benefits package that includes. 28 days holiday + Bank Holidays Buy up to 3 additional days annual leave Annual performance related bonus Eye Care Vouchers Life Assurance MyCSP Discount- 7.5% off major retailers Possible annual dividend Travel Season Ticket Advance Payment Pension Scheme - matching up to 10% contribution Scope for a more varied role as experience is gained Are you passionate about providing excellent customer service? Are you a team player who's looking to start a career in an enthusiastic Enquiry Centre? If you've answered yes to both then please apply! We look forward to meeting you! 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 15, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary MyCSP are currently looking for ambitious and motivated people who will join our energetic telephony-based Pension Administration team. Based in the heart of Liverpool City Centre, we are a well-established pension administrator with over 1.5 million customers across the UK. We pride ourselves on giving the very best service to all our customers and we're now hiring. We're a pension company with a difference; 25% owned by the employees, with the remaining shares owned by our private sector partner EQ Paymaster. We focus on providing first class service to our members. You will be the first point of contact for our callers, discussing everything from joining the pension scheme to retirement and beyond. Full training will be provided, so you'll be able to handle every call confidently and provide exceptional customer service. The role is not sales-related but you will have realistic key performance indicators to meet. Our working hours are on a rotational basis that cover the hours of 08:30 - 17:30 Monday to Friday, which supports our commitment to a healthy work/life balance. You'll be joining a highly engaged and dynamic organisation, which is passionate about delivering excellent customer service. You will be part of a collaborative Enquiry Centre, with constant support from experienced colleagues. Key Responsibilities/Expectations : Great customer service and communication skills Excellent attention to detail Ability to resolve members' telephone enquiries, based on a competent working knowledge of the pension schemes, gained through our in-house training programme Excellent attendance and time-keeping GCSE (or equivalent) Maths and English Grade C or above Ability to form good working relationships Applicants must have resided in the UK for at least 5 years In return for your commitment and hard work we offer internal development opportunities coupled with a generous and competitive benefits package that includes. 28 days holiday + Bank Holidays Buy up to 3 additional days annual leave Annual performance related bonus Eye Care Vouchers Life Assurance MyCSP Discount- 7.5% off major retailers Possible annual dividend Travel Season Ticket Advance Payment Pension Scheme - matching up to 10% contribution Scope for a more varied role as experience is gained Are you passionate about providing excellent customer service? Are you a team player who's looking to start a career in an enthusiastic Enquiry Centre? If you've answered yes to both then please apply! We look forward to meeting you! 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
Client Relations Administrator - Stockport/Hybrid Working - up to £30,000 This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development. The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions. Managing workload using a personal diary system. Addressing client and Adviser queries, and managing client/provider queries via phone and email. While maintaining accurate records and covering reception when needed. Hours can be slightly flexible between Monday and Friday, they are open to anyone looking for reduced hours too and offer hybrid working, 50% in the office, 50% working from home.They need someone who's worked in a similar role before supporting financial advisers. Additional information and benefits: 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home. Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm. 37.5 hours per week Company Pension Scheme Access to Benefit Hub which includes discounts to products, tickets etc Group Life Scheme
May 15, 2024
Full time
Client Relations Administrator - Stockport/Hybrid Working - up to £30,000 This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development. The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions. Managing workload using a personal diary system. Addressing client and Adviser queries, and managing client/provider queries via phone and email. While maintaining accurate records and covering reception when needed. Hours can be slightly flexible between Monday and Friday, they are open to anyone looking for reduced hours too and offer hybrid working, 50% in the office, 50% working from home.They need someone who's worked in a similar role before supporting financial advisers. Additional information and benefits: 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home. Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm. 37.5 hours per week Company Pension Scheme Access to Benefit Hub which includes discounts to products, tickets etc Group Life Scheme
Service Service Employment Agency Limited
Peterborough, Cambridgeshire
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay
May 15, 2024
Full time
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay
plus excellent salary, very comprehensive benefits package, personal development plan Excellent opportunity for an experienced IFA Administrator looking to secure a varied role on a Part Time basis. My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients and is looking to offer this superb part time opportunity to a committed and talented individual. Opportunity Highlights New opening offering part time hours ( mornings across the week) Opportunity to provide dedicated Admin support to a senior Director/Adviser High profile opportunity delivering an outstanding holistic financial planning service to new and existing HNW clients Feel totally included from your first day and totally valued for your contribution. Excellent hybrid working pattern to provide you with a perfect work/life balance. Will suit an experienced IFA Administrator ( 3+ years min) Ability to work autonomously and collaboratively with confidence demonstrating strong initiative in daily responsibilities Please contact me, Camilla Howden.
May 15, 2024
Full time
plus excellent salary, very comprehensive benefits package, personal development plan Excellent opportunity for an experienced IFA Administrator looking to secure a varied role on a Part Time basis. My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients and is looking to offer this superb part time opportunity to a committed and talented individual. Opportunity Highlights New opening offering part time hours ( mornings across the week) Opportunity to provide dedicated Admin support to a senior Director/Adviser High profile opportunity delivering an outstanding holistic financial planning service to new and existing HNW clients Feel totally included from your first day and totally valued for your contribution. Excellent hybrid working pattern to provide you with a perfect work/life balance. Will suit an experienced IFA Administrator ( 3+ years min) Ability to work autonomously and collaboratively with confidence demonstrating strong initiative in daily responsibilities Please contact me, Camilla Howden.
Recruitment Circle Group LTD
Warwick, Warwickshire
Job Title: Financial Administrator Location : Barford, Warwickshire, UK (Office-Based) Type: Permanent, Full-time Salary: Up to £35,000 We are seeking a highly skilled and experienced Senior Administrator to join a dynamic team in Barford, Warwickshire. The ideal candidate should have a minimum of 5 years of administrative experience, with a preference for those who have previously worked within an independent or financial services business. Key Responsibilities: Efficiently manage day-to-day administrative tasks with a keen eye for detail. Coordinate and organize office operations to ensure effectiveness and efficiency. Handle confidential information with discretion and professionalism. Liaise with internal teams and external stakeholders to facilitate smooth business processes. Utilize strong organizational and multitasking skills to meet deadlines. Qualifications and Experience: Minimum of 5 years' experience in a senior administrative role. Previous experience in independent or financial services business is highly desirable. Proficient in office management software and MS Office Suite. Excellent organizational and time-management skills. Strong communication and interpersonal abilities. If you have a proven track record in administration and thrive in a dynamic office environment, we encourage you to apply. Take the next step in your career with us!
May 15, 2024
Full time
Job Title: Financial Administrator Location : Barford, Warwickshire, UK (Office-Based) Type: Permanent, Full-time Salary: Up to £35,000 We are seeking a highly skilled and experienced Senior Administrator to join a dynamic team in Barford, Warwickshire. The ideal candidate should have a minimum of 5 years of administrative experience, with a preference for those who have previously worked within an independent or financial services business. Key Responsibilities: Efficiently manage day-to-day administrative tasks with a keen eye for detail. Coordinate and organize office operations to ensure effectiveness and efficiency. Handle confidential information with discretion and professionalism. Liaise with internal teams and external stakeholders to facilitate smooth business processes. Utilize strong organizational and multitasking skills to meet deadlines. Qualifications and Experience: Minimum of 5 years' experience in a senior administrative role. Previous experience in independent or financial services business is highly desirable. Proficient in office management software and MS Office Suite. Excellent organizational and time-management skills. Strong communication and interpersonal abilities. If you have a proven track record in administration and thrive in a dynamic office environment, we encourage you to apply. Take the next step in your career with us!
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
May 15, 2024
Full time
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2024
Full time
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
IFA Administator Salary £23,000 - £26,000 p.a DoE Bury St Edmunds Hybrid working potential after 12 mths We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded "Best Employer in the Eastern Region". The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team. IFA Administrator - The Role To provide administrative support to the private client team, to ensure that they have timely and accurate information To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems Key Responsibilities Input fact find details onto IO Undertake scanning and ensure information is saved in the right place Collate information and prepare client review meeting packs Input and analyse completed risk profile questionnaires Undertake post review work in accordance with the checklist Liaise with the team regarding reviews that are due each month and keep opportunities up to date Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet Complete Policy analysis Provide general administrative support to private client team members e.g. post Maintain and update my talent development record, ensuring my objectives are up to date and impact of any training is recorded About You Essential Skills Attention to detail/accuracy Computer and data management literate Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to work pro-actively and on own initiative Creativity and innovation Curiosity and willingness to learn and improve Desirable Progress towards the Diploma in Financial Planning Providing accurate and timely administrative support Knowledge of pensions and investments Benefits Life Cover Income Protection Health Cash Plan Subsidised private health care Pension scheme Profit share Free Parking Length of Service awards
May 15, 2024
Full time
IFA Administator Salary £23,000 - £26,000 p.a DoE Bury St Edmunds Hybrid working potential after 12 mths We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded "Best Employer in the Eastern Region". The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team. IFA Administrator - The Role To provide administrative support to the private client team, to ensure that they have timely and accurate information To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems Key Responsibilities Input fact find details onto IO Undertake scanning and ensure information is saved in the right place Collate information and prepare client review meeting packs Input and analyse completed risk profile questionnaires Undertake post review work in accordance with the checklist Liaise with the team regarding reviews that are due each month and keep opportunities up to date Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet Complete Policy analysis Provide general administrative support to private client team members e.g. post Maintain and update my talent development record, ensuring my objectives are up to date and impact of any training is recorded About You Essential Skills Attention to detail/accuracy Computer and data management literate Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to work pro-actively and on own initiative Creativity and innovation Curiosity and willingness to learn and improve Desirable Progress towards the Diploma in Financial Planning Providing accurate and timely administrative support Knowledge of pensions and investments Benefits Life Cover Income Protection Health Cash Plan Subsidised private health care Pension scheme Profit share Free Parking Length of Service awards
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Nicola Walker at Si Recruitment.
May 15, 2024
Full time
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Nicola Walker at Si Recruitment.
Focus Search and Selection
Beaconsfield, Buckinghamshire
IFA Administrator High Wycombe Salary: £25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wycombe office. The ideal candidate must be organised, forward thinking and enjoy a challenge - as well as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn. You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. MAIN TASKS OF JOB Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs Prepare and issue client annual review packs EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. In return you will be offered a salary of £25,000 (pro rata), and generous benefits package. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
May 15, 2024
Full time
IFA Administrator High Wycombe Salary: £25,000 (Pro Rata) We are looking for an IFA Administrator to join a Financial Services firm in High Wycombe. This is a part time position, ideally working up to 20 hours per week and based in our clients High Wycombe office. The ideal candidate must be organised, forward thinking and enjoy a challenge - as well as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn. You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. MAIN TASKS OF JOB Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs Prepare and issue client annual review packs EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. In return you will be offered a salary of £25,000 (pro rata), and generous benefits package. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.