Independent Forgings and Alloys
Sheffield, Yorkshire
Quality Administrator Key Details Work hours: 37 hours per week Location: Hillsborough, Sheffield Job type: Permanent, Full-time Independent Forgings and Alloys (IFA) is one of the UK's leading independent aerospace and industrial forgers. The unique feature about IFA is the combination of open and closed-die forging while also undertaking the whole production process from raw material to the finished product in one location. Operating from a ft2 facility in Sheffield, we manufacture high-integrity, open-die and closed-die forged components in nickel alloy, titanium, stainless steel and carbon alloys for customers and tier-one suppliers within the aerospace, nuclear, power generation, marine as well as oil and gas sector. Main Purpose of the Role Reporting to the Quality Manager, you will be part of a team responsible for ensuring that IFA product meets customer requirements. The primary aspect of the role involves the production of a variety of quality documents to the highest standards of the Aerospace & Defence industry. Key Accountabilities Liaise with departments to promote a standard of product and documentation excellence. Review works route cards and other quality release documents for compliance to customer purchase order requirements. Produce final release documentation (Certificates of conformity, Customer concession documentation, Despatch documentation etc.) Produce and submit first article inspection reports packages to customer requirements. Produce departmental purchase orders. Approved final release signatory for IFA product. Any other duties as may reasonably be required such as: Analysis of quality and product data as required. Drafting quality procedures as required. Skills and Experience Essential: Excellent attention to detail and organisational skills. Excellent knowledge of Excel, Word and Windows-based data systems. Ability to work to deadlines and keep calm in stressful times. Excellent communication skills. Flexible and proactive approach. Ability to work in a team as well as on your own initiative. Qualifications Essential: Educated to 5 GCSE's A-C or equivalent, including Maths and English. Company principles and culture Our vision of success through integrity is supported by our core values: Working safely - safety is a priority in all that we do, both the safety of all on site and the provision of a safe product. Teamwork - by working respectfully together on teams across our business, we build great relationships, recognize outstanding contributions and create the environment for our highly skilled workforce to support our customers in meetings their requirements. Continually Improving Quality and Performance - our teams are excellent at what they do and are constantly working to improve our processes. Why work for us? At IFA we pride ourselves on being a great place to work. As one of the UK's leading forge manufacturers we want to ensure that we attract, motivate and retain the best people who can deliver the best service to the company and our customers. We offer you: Competitive pay. Holidays - you will have 33 days holiday, including bank holidays. Pension scheme - IFA wants to provide its employees a good foundation for the life after work and hence offers a 5% contribution. The pension scheme comes along with further discounts on health, travel and rescue insurances. Bonus scheme - this is linked to team and company performance. Westfield cash plan - IFA provides level 1 health cash plan which comes along with numerous discounts and special offers, including gym discounts, online, high street and grocery retailers and many more. Death in service payment, full company sick pay and long service rewards. Tax efficiency schemes: Childcare vouchers and Cycle to Work. Free work wear and PPE. On-site parking is available. Focus on wellbeing and mental health awareness. Trust - we encourage you to come up with ideas and get the most out of your job with us. Development - we offer genuine development opportunities to progress your career. If this has drawn your interest, we would be delighted to hear from you! Please hit the apply now button and upload your CV. For further information please visit our company website.
May 18, 2024
Full time
Quality Administrator Key Details Work hours: 37 hours per week Location: Hillsborough, Sheffield Job type: Permanent, Full-time Independent Forgings and Alloys (IFA) is one of the UK's leading independent aerospace and industrial forgers. The unique feature about IFA is the combination of open and closed-die forging while also undertaking the whole production process from raw material to the finished product in one location. Operating from a ft2 facility in Sheffield, we manufacture high-integrity, open-die and closed-die forged components in nickel alloy, titanium, stainless steel and carbon alloys for customers and tier-one suppliers within the aerospace, nuclear, power generation, marine as well as oil and gas sector. Main Purpose of the Role Reporting to the Quality Manager, you will be part of a team responsible for ensuring that IFA product meets customer requirements. The primary aspect of the role involves the production of a variety of quality documents to the highest standards of the Aerospace & Defence industry. Key Accountabilities Liaise with departments to promote a standard of product and documentation excellence. Review works route cards and other quality release documents for compliance to customer purchase order requirements. Produce final release documentation (Certificates of conformity, Customer concession documentation, Despatch documentation etc.) Produce and submit first article inspection reports packages to customer requirements. Produce departmental purchase orders. Approved final release signatory for IFA product. Any other duties as may reasonably be required such as: Analysis of quality and product data as required. Drafting quality procedures as required. Skills and Experience Essential: Excellent attention to detail and organisational skills. Excellent knowledge of Excel, Word and Windows-based data systems. Ability to work to deadlines and keep calm in stressful times. Excellent communication skills. Flexible and proactive approach. Ability to work in a team as well as on your own initiative. Qualifications Essential: Educated to 5 GCSE's A-C or equivalent, including Maths and English. Company principles and culture Our vision of success through integrity is supported by our core values: Working safely - safety is a priority in all that we do, both the safety of all on site and the provision of a safe product. Teamwork - by working respectfully together on teams across our business, we build great relationships, recognize outstanding contributions and create the environment for our highly skilled workforce to support our customers in meetings their requirements. Continually Improving Quality and Performance - our teams are excellent at what they do and are constantly working to improve our processes. Why work for us? At IFA we pride ourselves on being a great place to work. As one of the UK's leading forge manufacturers we want to ensure that we attract, motivate and retain the best people who can deliver the best service to the company and our customers. We offer you: Competitive pay. Holidays - you will have 33 days holiday, including bank holidays. Pension scheme - IFA wants to provide its employees a good foundation for the life after work and hence offers a 5% contribution. The pension scheme comes along with further discounts on health, travel and rescue insurances. Bonus scheme - this is linked to team and company performance. Westfield cash plan - IFA provides level 1 health cash plan which comes along with numerous discounts and special offers, including gym discounts, online, high street and grocery retailers and many more. Death in service payment, full company sick pay and long service rewards. Tax efficiency schemes: Childcare vouchers and Cycle to Work. Free work wear and PPE. On-site parking is available. Focus on wellbeing and mental health awareness. Trust - we encourage you to come up with ideas and get the most out of your job with us. Development - we offer genuine development opportunities to progress your career. If this has drawn your interest, we would be delighted to hear from you! Please hit the apply now button and upload your CV. For further information please visit our company website.
Exchange Street Claims & Financial Services
Stockport, Cheshire
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours, when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.One thing that isn't on offer in the short-medium term is advancement. They're happy to pay for your exams but they have a large number of people on a pathway to paraplanning and advice already. They don't want to over-promise and under-deliver. Salary is to c£30,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE:You'll have experience of working as an administrator in a financial planning firm.You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. -It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.Everyone will receive a response.
May 18, 2024
Full time
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours, when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.One thing that isn't on offer in the short-medium term is advancement. They're happy to pay for your exams but they have a large number of people on a pathway to paraplanning and advice already. They don't want to over-promise and under-deliver. Salary is to c£30,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE:You'll have experience of working as an administrator in a financial planning firm.You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. -It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.Everyone will receive a response.
Job Title: Administrator Industry: Financial Service Location: Bridgwater, Somerset Salary: £23,000 Reference Number: 9059 Job Description: Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Bridgwater to join an Independent Financial Services Firm. The position is with an IFA company who provide a personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the Office. Your role will include but not be limited to the following: Ensuring that client files are maintained in line with internal policies and professional standards Liaising with and chasing lenders and providers Dealing with death claims / probate Valuations Client review reports Application processing General Administration Duties What's in it for you: Salary £23,000 per annum Part time applications considered Great culture and working environment Generous benefits package Progression, training and development Skills and experience required: Administration experience within finance, law or other corporate environment Excellent communication skills both written and verbal Ability to meet deadlines and manage own workload Interest in studying Financial Services qualifications in the future Confident with interacting with clients Being able to work both independently and as a team
May 18, 2024
Full time
Job Title: Administrator Industry: Financial Service Location: Bridgwater, Somerset Salary: £23,000 Reference Number: 9059 Job Description: Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Bridgwater to join an Independent Financial Services Firm. The position is with an IFA company who provide a personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the Office. Your role will include but not be limited to the following: Ensuring that client files are maintained in line with internal policies and professional standards Liaising with and chasing lenders and providers Dealing with death claims / probate Valuations Client review reports Application processing General Administration Duties What's in it for you: Salary £23,000 per annum Part time applications considered Great culture and working environment Generous benefits package Progression, training and development Skills and experience required: Administration experience within finance, law or other corporate environment Excellent communication skills both written and verbal Ability to meet deadlines and manage own workload Interest in studying Financial Services qualifications in the future Confident with interacting with clients Being able to work both independently and as a team
Premier Jobs UK Limited
Gerrards Cross, Buckinghamshire
This Graduate Administrator job in Gerrards Cross provides opportunity for a career minded individual, to join a well-established IFA firm, providing holistic financial planning to private clients. Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business. You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks. Graduate Administrator Requirements You should ideally have a degree or be degree-calibre You should have administrative experience with transferable skills, for instance from a professional services industry You should be local to their office in Gerrards Cross (ideally no more than 30 minute commute) The Company This well established independent financial advisory firm has an excellent reputation for providing high quality financial planning to private clients. The business is led by a highly experienced Director and Financial Advisor. To ensure the business continues to provide high quality service, they are keen to recruit an IFA Administrator to join their team Graduate Administrator Benefits Salary of circa £30,000 depending on experience plus company benefits Office based with possibly 1 day a week from home Free car parking available nearby Excellent team spirit with many being part of the team for many years Locations Gerrards Cross
May 18, 2024
Full time
This Graduate Administrator job in Gerrards Cross provides opportunity for a career minded individual, to join a well-established IFA firm, providing holistic financial planning to private clients. Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business. You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks. Graduate Administrator Requirements You should ideally have a degree or be degree-calibre You should have administrative experience with transferable skills, for instance from a professional services industry You should be local to their office in Gerrards Cross (ideally no more than 30 minute commute) The Company This well established independent financial advisory firm has an excellent reputation for providing high quality financial planning to private clients. The business is led by a highly experienced Director and Financial Advisor. To ensure the business continues to provide high quality service, they are keen to recruit an IFA Administrator to join their team Graduate Administrator Benefits Salary of circa £30,000 depending on experience plus company benefits Office based with possibly 1 day a week from home Free car parking available nearby Excellent team spirit with many being part of the team for many years Locations Gerrards Cross
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.
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
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.
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.
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.
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.
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
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 .
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 .
IFA ADMINISTRATOR - Chartered Practice SALARY; 25,000 + Structured Career Path & Exam Support LOCATION : Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial Advisers. Currently based in Hyde, Cheshire our Client will soon be moving to the Stockport area in to a newly renovated and state of the Art building where then will continue with their exciting growth plans. A new opportunity is now available for an additional Administrator to join their professional support team. Working under two Directors who are both Fellows, have Chartered Status and MBA's, it is quite clear to see that as a business they are massive ambassadors of self-development, and really value education. Advising High Net Worth Individuals on all aspects of Investments and complex matters relating to Bonds, Hedge Funds, Unit Trusts, IHT Planning, SIPP's & ISA's, the successful Candidate will offer first class Administrative support to the Directors / Financial Advisers. Duties will consist of; " Produce client valuations " Process both on-line and paper based new business applications " Record details of new business and fees " Tying of reports & letters " Obtain and store quotations " Produce analysis " Create Client Valuations and uploading documents to Provider Platforms Those offering use of WRAP Platforms: Cofunds, and AJ Bell InvestCentre are also of strong interest along with use of Back Office System; Intelligent Office are advantageous however this is not essential. Our Client is looking for someone who is ambitious and committed to developing with the buoyant Financial Planning. You will have a professional and outgoing personality with the ability to be able to form part of a close knit and growing team. NJR 14796
May 14, 2024
Full time
IFA ADMINISTRATOR - Chartered Practice SALARY; 25,000 + Structured Career Path & Exam Support LOCATION : Stockport NJR Recruitment are working in Partnership with a well-established and highly professional firm of Independent and Chartered Financial Advisers. Currently based in Hyde, Cheshire our Client will soon be moving to the Stockport area in to a newly renovated and state of the Art building where then will continue with their exciting growth plans. A new opportunity is now available for an additional Administrator to join their professional support team. Working under two Directors who are both Fellows, have Chartered Status and MBA's, it is quite clear to see that as a business they are massive ambassadors of self-development, and really value education. Advising High Net Worth Individuals on all aspects of Investments and complex matters relating to Bonds, Hedge Funds, Unit Trusts, IHT Planning, SIPP's & ISA's, the successful Candidate will offer first class Administrative support to the Directors / Financial Advisers. Duties will consist of; " Produce client valuations " Process both on-line and paper based new business applications " Record details of new business and fees " Tying of reports & letters " Obtain and store quotations " Produce analysis " Create Client Valuations and uploading documents to Provider Platforms Those offering use of WRAP Platforms: Cofunds, and AJ Bell InvestCentre are also of strong interest along with use of Back Office System; Intelligent Office are advantageous however this is not essential. Our Client is looking for someone who is ambitious and committed to developing with the buoyant Financial Planning. You will have a professional and outgoing personality with the ability to be able to form part of a close knit and growing team. NJR 14796
Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm. Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred. Main duties & responsibilities Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. Experience & Skills The successful candidate will have a minimum of 1 years 'experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills: Excellent interpersonal and communication skills Efficiency, accuracy & attention to detail Self-motivated and willing to take the initiative Strong organisational skills with the ability to adapt and successfully multitask Excellent telephone manner IO experience would be desirable Salary & Benefits Salary is dependent on experience. 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 14, 2024
Full time
Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm. Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred. Main duties & responsibilities Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. Experience & Skills The successful candidate will have a minimum of 1 years 'experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills: Excellent interpersonal and communication skills Efficiency, accuracy & attention to detail Self-motivated and willing to take the initiative Strong organisational skills with the ability to adapt and successfully multitask Excellent telephone manner IO experience would be desirable Salary & Benefits Salary is dependent on experience. 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
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
May 14, 2024
Full time
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
May 14, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
May 14, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.