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.
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an 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 £22,000 to £26,000, 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 15, 2024
Full time
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an 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 £22,000 to £26,000, 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 Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an 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 £22,000 to £26,000, 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 15, 2024
Full time
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided. As an 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 £22,000 to £26,000, 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.
Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and a good pension plan. Role Responsibilities The incoming Junior Paraplanning Administrator will be able to conduct themselves professionally and ideally possess previous administrative / office experience. They should have good GCSE / A-Level results or a degree. In addition, you should have a keen desire to work and develop in the Financial Planning sector and have ambitions to work in this sector. Responsibilities include: Ensuring all client work is compliant and supported with relevant paperwork. Researching on behalf of the financial planners Dealing with ceding schemes Letter writing Ensuring all client queries are appropriately investigated and accurate responses given. Providing support with preparation of new business reports and review letters. Person Specification The successful Junior Paraplanning Administrator will have: Excellent administrative skills Ability to pickup new IT systems quickly Desire to work within an IFA / Financial Planning environment Ability to work well within a team Great attention to detail and accuracy Proactive approach to their work Benefits and Rewards The incoming Junior Paraplanning Administrator will benefit from working within a supportive and approachable team. You will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Flexible working options. Hybrid working model. Bonus scheme. About the Company A well-established Financial Planning Firm in Knutsford, Cheshire, specialising in retirement planning work and personal investments. They show a keen interest in their employees' careers and will offer development opportunities to help you progress in the Financial Planning sector. Next Steps Apply now if your skills and experience align with this Junior Paraplanning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website
May 15, 2024
Full time
Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and a good pension plan. Role Responsibilities The incoming Junior Paraplanning Administrator will be able to conduct themselves professionally and ideally possess previous administrative / office experience. They should have good GCSE / A-Level results or a degree. In addition, you should have a keen desire to work and develop in the Financial Planning sector and have ambitions to work in this sector. Responsibilities include: Ensuring all client work is compliant and supported with relevant paperwork. Researching on behalf of the financial planners Dealing with ceding schemes Letter writing Ensuring all client queries are appropriately investigated and accurate responses given. Providing support with preparation of new business reports and review letters. Person Specification The successful Junior Paraplanning Administrator will have: Excellent administrative skills Ability to pickup new IT systems quickly Desire to work within an IFA / Financial Planning environment Ability to work well within a team Great attention to detail and accuracy Proactive approach to their work Benefits and Rewards The incoming Junior Paraplanning Administrator will benefit from working within a supportive and approachable team. You will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Flexible working options. Hybrid working model. Bonus scheme. About the Company A well-established Financial Planning Firm in Knutsford, Cheshire, specialising in retirement planning work and personal investments. They show a keen interest in their employees' careers and will offer development opportunities to help you progress in the Financial Planning sector. Next Steps Apply now if your skills and experience align with this Junior Paraplanning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website
Senior IFA Administrator£30,000 - £37,000 DOE (for 32.5 hour week across 5 days) + Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality' environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball' work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more The Job: To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired. Key duties and responsibilities: Provide high level technical and administrative support to the PracticeDeal efficiently with queries from clients and third parties through effective communication via telephone and emailPrepare files including compliance required documentation; research; illustrations, 'new business' suitability letters and supporting documentationEnsure that files are complete with all required client identification documentation and necessary application forms; maintaining client records on CRM system i.e. Salesforce.Process applications accurately through online systems and record the required management information.Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.Work within your Administration Pod to ensure the annual servicing of clients is on track and recorded accurately; creating client meeting packs, writing review letters, updating the CRM system, booking in review meetings when required.Work effectively and proactively as part of the Administration Team to achieve agreed Pod business targets.Responsible for managing individual client casework assigned to you from start to finish, with ability to assist other team members at different stages when required. Responsible for more senior cases and assisting the junior administrators with technical queries as and when required. The Person: Must have previous financial services experience working within an IFA practice, industry qualifications would be ideal but not essential. Diligent, on the ball with a flexible approach to work and a genuine team player who takes pride in their work and passionate about doing a good job. The Benefits: 25 days holiday + 8 days BH + 1 extra day for your Birthday. Flexitime policy (10am - 3pm core office hours, flexibility to work when you want around these hours to suit your lifestyle (6.5 hours per day + 30min unpaid lunch). Discretionary quarterly bonus scheme linked to performance of individuals and overall business performance. Accredited training and development programme (with payment reward structure). Personal Development Plan with regular 1:1 reviews for support with career and skills progression. Death in Service benefit. Health & Wellbeing Voucher Scheme.
May 15, 2024
Full time
Senior IFA Administrator£30,000 - £37,000 DOE (for 32.5 hour week across 5 days) + Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality' environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball' work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more The Job: To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired. Key duties and responsibilities: Provide high level technical and administrative support to the PracticeDeal efficiently with queries from clients and third parties through effective communication via telephone and emailPrepare files including compliance required documentation; research; illustrations, 'new business' suitability letters and supporting documentationEnsure that files are complete with all required client identification documentation and necessary application forms; maintaining client records on CRM system i.e. Salesforce.Process applications accurately through online systems and record the required management information.Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.Work within your Administration Pod to ensure the annual servicing of clients is on track and recorded accurately; creating client meeting packs, writing review letters, updating the CRM system, booking in review meetings when required.Work effectively and proactively as part of the Administration Team to achieve agreed Pod business targets.Responsible for managing individual client casework assigned to you from start to finish, with ability to assist other team members at different stages when required. Responsible for more senior cases and assisting the junior administrators with technical queries as and when required. The Person: Must have previous financial services experience working within an IFA practice, industry qualifications would be ideal but not essential. Diligent, on the ball with a flexible approach to work and a genuine team player who takes pride in their work and passionate about doing a good job. The Benefits: 25 days holiday + 8 days BH + 1 extra day for your Birthday. Flexitime policy (10am - 3pm core office hours, flexibility to work when you want around these hours to suit your lifestyle (6.5 hours per day + 30min unpaid lunch). Discretionary quarterly bonus scheme linked to performance of individuals and overall business performance. Accredited training and development programme (with payment reward structure). Personal Development Plan with regular 1:1 reviews for support with career and skills progression. Death in Service benefit. Health & Wellbeing Voucher Scheme.
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed. Benefits 25 days holiday Study support Bonus opportunity On site parking What are the day-to-day responsibilities of the IFA Administrator: Onboarding new clients Compile investment illustrations on behalf of Paraplanner Liaise with clients and providers regularly on queries, valuations, plan alterations etc Required Skills and Qualifications: Previous experience as an IFA Administrator Strong communication skills both verbal and written Detail focused with a strong work ethic If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!
May 15, 2024
Full time
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed. Benefits 25 days holiday Study support Bonus opportunity On site parking What are the day-to-day responsibilities of the IFA Administrator: Onboarding new clients Compile investment illustrations on behalf of Paraplanner Liaise with clients and providers regularly on queries, valuations, plan alterations etc Required Skills and Qualifications: Previous experience as an IFA Administrator Strong communication skills both verbal and written Detail focused with a strong work ethic If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
May 14, 2024
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
My client is a dynamic and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills. You will be supporting a director with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations and managing client relationships. This is an amazing opportunity to work with a very talented and dynamic group of people, who are ambitious and successful. They have a great culture, professional and friendly, with a busy social calendar over the year and offer excellent benefits. The role is fully hybrid, once completed probation. The Company offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, and a minimum of 1 years' experience in Wealth Management. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
May 14, 2024
Full time
My client is a dynamic and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills. You will be supporting a director with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations and managing client relationships. This is an amazing opportunity to work with a very talented and dynamic group of people, who are ambitious and successful. They have a great culture, professional and friendly, with a busy social calendar over the year and offer excellent benefits. The role is fully hybrid, once completed probation. The Company offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, and a minimum of 1 years' experience in Wealth Management. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and a particularly strong presence in the south west of England. The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships. In this position you will provide closeknit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book. Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements. Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality. The client is offering a competitive salary and overall package: Basic salary to £38,000 Discretionary bonus 25 days holiday + bank holidays Group Life Assurance, Pension, PMI, Income Protection Full exam support Hybrid working - 2 days in the office & 3 days working from home
May 14, 2024
Full time
Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and a particularly strong presence in the south west of England. The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships. In this position you will provide closeknit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book. Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements. Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality. The client is offering a competitive salary and overall package: Basic salary to £38,000 Discretionary bonus 25 days holiday + bank holidays Group Life Assurance, Pension, PMI, Income Protection Full exam support Hybrid working - 2 days in the office & 3 days working from home
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9 click apply for full job details
May 14, 2024
Full time
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9 click apply for full job details
We have an amazing opportunity for an enthusiastic individual to join our team at Royal & Derngate as a Producing and Programming Assistant. In this role, you will work collaboratively with different teams within the organisation to ensure smooth planning, scheduling, communication, and other administrative duties. Furthermore, the Producing and Programming Assistant will carry out research tasks concerning artists and existing and new work to support future programming decisions. We are looking for a highly organised individual with excellent attention to detail and time management skills. If you are a confident communicator and skilled administrator who is passionate about the arts, we would love to hear from you! Job Purpose To support the work of the Producing and Programming teams, providing general administrative and planning support. To work closely with the Artistic Director and Senior Producer in the planning and administration of the produced programme. To provide administrative support to the Senior Programmer in co-ordinating the Royal & Derngate's presented and film programme Key Duties & Responsibilities Maintain the administration of the department across Artifax and internal IT systems, supporting the preparation of contracts, schedules and other performance-related paperwork. Be the first point of contact for the Artistic Director and Producing and Programming team in general. Maintain the Artistic Director's diary, arranging appointments and replying to correspondence where necessary. Ensure regular, timely and comprehensive information is distributed to the appropriate teams. Undertake research tasks for the teams around artists and existing and new work, as directed, to support future programming decision-making. Prepare and minute internal meetings for the department where required, including Arts Team, Programming and Programming Information Group. Plan and implement access and assisted live and film performances across the programme in liaison with marketing and operations. Update and maintain databases and records and gather all relevant data to feed into reporting for Trustees and funders. Collate management and board reports. Maintain good relationships internally within the venue and externally with promoters, artists, suppliers and other partners involved in the department. Support the Senior Producer in preparing press nights, including maintaining lists, distributing invites and allocating tickets. Take account of any production expenses and forward to the Finance team. Generate contact sheets, maintain the digs list and cultivate relationships with local hotels and accommodation for actors and creatives. Liaise with Arts and Marketing regarding brochure and website copy for the produced and presented programme. Work closely with the Creative Engagement Administrator around the administration of Creative Engagement productions to ensure joined-up communication across the teams. For the full job description, please see our website. Essential Skills Experience Experience working in a busy office environment, preferably in an arts or education setting. Experience in implementing/maintaining administrative systems/procedures Attending meetings and producing accurate minutes Knowledge/Qualifications Understanding of theatre operations Passion for the arts, particularly theatre and live performance Good knowledge of office administration systems Skills/Abilities Excellent IT skills Excellent communication skills Ability to work to tight deadlines Excellent attention to detail Excellent time management and organisational skills Ability to act using initiative Desirable Skills Knowledge/Qualifications Arts Administration training Health & Safety practices Knowledge of safeguarding policies and procedures Knowledge of GDPR requirements How To Apply Please submit a covering letter (no more than 2 sides of A4) stating your relevant experience, knowledge, and skills for this Producing and Programming Assistant role along with your CV. Closing Date: Wednesday 5th June 2024Interviews: Thursday 13th June 2024 About Company Royal & Derngate Northampton is the main venue for arts and entertainment in Northamptonshire and one of the major regional producing theatres in the country, with its acclaimed Made in Northampton work touring nationally and internationally. The theatre was nominated for Theatre of the Year in The Stage Awards 2022. Eight of its productions transferred to London and the West End in 2019, with T he Worst Witch winning the 2020 Olivier Award for Best Family Show and Our Lady of Kibeho being nominated for the 2020 Olivier Award for Outstanding Achievement in an Affiliate Theatre and named by The Guardian as one of the 20 Best Shows of the 21st Century. Meanwhile, recently artists have won The Stage Ensemble Award, The Stage Debut Award and the Ian Charleson Award for their work on Made in Northampton productions and the adapted screenplay from Royal & Derngate's original play commission of The Pope was nominated for Best Adapted Screenplay at the Academy Awards as Netflix's The Two Popes .
May 14, 2024
Full time
We have an amazing opportunity for an enthusiastic individual to join our team at Royal & Derngate as a Producing and Programming Assistant. In this role, you will work collaboratively with different teams within the organisation to ensure smooth planning, scheduling, communication, and other administrative duties. Furthermore, the Producing and Programming Assistant will carry out research tasks concerning artists and existing and new work to support future programming decisions. We are looking for a highly organised individual with excellent attention to detail and time management skills. If you are a confident communicator and skilled administrator who is passionate about the arts, we would love to hear from you! Job Purpose To support the work of the Producing and Programming teams, providing general administrative and planning support. To work closely with the Artistic Director and Senior Producer in the planning and administration of the produced programme. To provide administrative support to the Senior Programmer in co-ordinating the Royal & Derngate's presented and film programme Key Duties & Responsibilities Maintain the administration of the department across Artifax and internal IT systems, supporting the preparation of contracts, schedules and other performance-related paperwork. Be the first point of contact for the Artistic Director and Producing and Programming team in general. Maintain the Artistic Director's diary, arranging appointments and replying to correspondence where necessary. Ensure regular, timely and comprehensive information is distributed to the appropriate teams. Undertake research tasks for the teams around artists and existing and new work, as directed, to support future programming decision-making. Prepare and minute internal meetings for the department where required, including Arts Team, Programming and Programming Information Group. Plan and implement access and assisted live and film performances across the programme in liaison with marketing and operations. Update and maintain databases and records and gather all relevant data to feed into reporting for Trustees and funders. Collate management and board reports. Maintain good relationships internally within the venue and externally with promoters, artists, suppliers and other partners involved in the department. Support the Senior Producer in preparing press nights, including maintaining lists, distributing invites and allocating tickets. Take account of any production expenses and forward to the Finance team. Generate contact sheets, maintain the digs list and cultivate relationships with local hotels and accommodation for actors and creatives. Liaise with Arts and Marketing regarding brochure and website copy for the produced and presented programme. Work closely with the Creative Engagement Administrator around the administration of Creative Engagement productions to ensure joined-up communication across the teams. For the full job description, please see our website. Essential Skills Experience Experience working in a busy office environment, preferably in an arts or education setting. Experience in implementing/maintaining administrative systems/procedures Attending meetings and producing accurate minutes Knowledge/Qualifications Understanding of theatre operations Passion for the arts, particularly theatre and live performance Good knowledge of office administration systems Skills/Abilities Excellent IT skills Excellent communication skills Ability to work to tight deadlines Excellent attention to detail Excellent time management and organisational skills Ability to act using initiative Desirable Skills Knowledge/Qualifications Arts Administration training Health & Safety practices Knowledge of safeguarding policies and procedures Knowledge of GDPR requirements How To Apply Please submit a covering letter (no more than 2 sides of A4) stating your relevant experience, knowledge, and skills for this Producing and Programming Assistant role along with your CV. Closing Date: Wednesday 5th June 2024Interviews: Thursday 13th June 2024 About Company Royal & Derngate Northampton is the main venue for arts and entertainment in Northamptonshire and one of the major regional producing theatres in the country, with its acclaimed Made in Northampton work touring nationally and internationally. The theatre was nominated for Theatre of the Year in The Stage Awards 2022. Eight of its productions transferred to London and the West End in 2019, with T he Worst Witch winning the 2020 Olivier Award for Best Family Show and Our Lady of Kibeho being nominated for the 2020 Olivier Award for Outstanding Achievement in an Affiliate Theatre and named by The Guardian as one of the 20 Best Shows of the 21st Century. Meanwhile, recently artists have won The Stage Ensemble Award, The Stage Debut Award and the Ian Charleson Award for their work on Made in Northampton productions and the adapted screenplay from Royal & Derngate's original play commission of The Pope was nominated for Best Adapted Screenplay at the Academy Awards as Netflix's The Two Popes .
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
May 14, 2024
Full time
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc. Day to day responsibilities: Administration and maintenance of company records Developing the use of the back-office system Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases. Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress. Overseeing and managing the administration team. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. Required Skills and Qualifications: Experience of working within an IFA or Wealth Management environment Proven experience of building strong client relationships Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems Great IT skills and willingness to embrace technology Ability to mentor and manage staff members The successful candidate will need to be resourceful and possess a 'can-do' attitude The most important attribute is the ability to put your clients at the centre of everything you do How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
May 14, 2024
Full time
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc. Day to day responsibilities: Administration and maintenance of company records Developing the use of the back-office system Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases. Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress. Overseeing and managing the administration team. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. Required Skills and Qualifications: Experience of working within an IFA or Wealth Management environment Proven experience of building strong client relationships Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems Great IT skills and willingness to embrace technology Ability to mentor and manage staff members The successful candidate will need to be resourceful and possess a 'can-do' attitude The most important attribute is the ability to put your clients at the centre of everything you do How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and progress to a permanent paraplanning position. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including 8% Pension contribution, Discretionary Bonus, 4 x Death in Service, free car parking, etc. How to Apply: Please send your CV immediately or contact Stuart on
May 14, 2024
Full time
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and progress to a permanent paraplanning position. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including 8% Pension contribution, Discretionary Bonus, 4 x Death in Service, free car parking, etc. How to Apply: Please send your CV immediately or contact Stuart on
Our Halifax based client are looking for an experienced Administrator to join their well-established business on a temp to perm basis. You will be working within a busy Sales team supporting with a range of Administration tasks. £23,000. Your responsibilities- Ensuring all orders are processed accurately. Resolving customer queries regarding their order. Inputting and uploading of Data. Providing information on inventory levels. Liaising with internal teams. Adhoc tasks for the wider Sales team. About you- Strong customer service background. Attention to detail. Organisational skills. Confident using all Microsoft packages. Please call our office on or Email your cv to Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 14, 2024
Full time
Our Halifax based client are looking for an experienced Administrator to join their well-established business on a temp to perm basis. You will be working within a busy Sales team supporting with a range of Administration tasks. £23,000. Your responsibilities- Ensuring all orders are processed accurately. Resolving customer queries regarding their order. Inputting and uploading of Data. Providing information on inventory levels. Liaising with internal teams. Adhoc tasks for the wider Sales team. About you- Strong customer service background. Attention to detail. Organisational skills. Confident using all Microsoft packages. Please call our office on or Email your cv to Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.