Job Description At William H Brown , part of the Connells Group, we're looking for a highly motivated Branch Administrator to support our fantastic team in branch in Halifax . This role is on a 6 month fixed term contract .As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) William H Brown Estate Agents?are part of? Sequence Home, one of the largest and most successful estate agency and property services providers in the UK and we operate under 11 different trading names. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04226
May 18, 2024
Full time
Job Description At William H Brown , part of the Connells Group, we're looking for a highly motivated Branch Administrator to support our fantastic team in branch in Halifax . This role is on a 6 month fixed term contract .As our Branch Administrator you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. What's in it for you as our Branch Administrator? Industry leading training and development Demonstrable career ladder Opportunities for progression Supportive , rewarding and fun environment Team incentives Understanding of operations within an estate agency business Key responsibilities of a Branch Administrator The main purpose of your role is to support the sales team within the office with administrative duties. This will involve uploading property details onto major property portals, dealing with customer enquiries both in branch and over the phone and ensuring office expenditure is maintained within budgeted levels. Skills and experience required to be a successful Branch Administrator Preferably experience as an Administrator / Secretary or similar role Customer focussed and comfortable in a client facing role Resilient , positive , numerate and detail oriented Organised and able to prioritise workload in a faced paced environment Keen interest in learning and keeping up to date with industry changes Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) William H Brown Estate Agents?are part of? Sequence Home, one of the largest and most successful estate agency and property services providers in the UK and we operate under 11 different trading names. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.EACS04226
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
May 18, 2024
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period. Accountabilities: Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to: Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators Administration support across client-facing admin teams Training documentation and delivery In addition, the role will encompass some of the following duties: Working with the Compliance Department to ensure that processes meet with their requirements Supporting the team with the provision of accurate MI reporting Providing support and liaison between the accounts department and admin teams. Experience and Qualifications: The successful candidate will have/be: 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role) Excellent written and visual presentation skills with high attention to detail Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge Understanding of the needs of Financial Services teams and FCA rules and compliance A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
May 18, 2024
Full time
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period. Accountabilities: Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to: Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators Administration support across client-facing admin teams Training documentation and delivery In addition, the role will encompass some of the following duties: Working with the Compliance Department to ensure that processes meet with their requirements Supporting the team with the provision of accurate MI reporting Providing support and liaison between the accounts department and admin teams. Experience and Qualifications: The successful candidate will have/be: 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role) Excellent written and visual presentation skills with high attention to detail Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge Understanding of the needs of Financial Services teams and FCA rules and compliance A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
May 18, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Blakemore Recruitment
High Wycombe, Buckinghamshire
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detail Key Responsibilities: New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits: Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan
May 18, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detail Key Responsibilities: New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits: Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
May 18, 2024
Full time
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
May 18, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector. You must be a great team player with excellent IT skills, ideally with extensive experience on Intelligent Office and platforms.Our client are offering a highly competitive salary and hybrid working with the opportunity to work 3 days pw from home.
May 18, 2024
Full time
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector. You must be a great team player with excellent IT skills, ideally with extensive experience on Intelligent Office and platforms.Our client are offering a highly competitive salary and hybrid working with the opportunity to work 3 days pw from home.
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
Job Title: Senior IFA Administrator Location: Northampton Salary: £27,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. If you are interested in discussing this position, then please get in touch with Capio Recruitment.
May 18, 2024
Full time
Job Title: Senior IFA Administrator Location: Northampton Salary: £27,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. If you are interested in discussing this position, then please get in touch with Capio Recruitment.
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business The business are a directly authorised, well established Financial advisory firm who have been in operation for over 15 years, with over £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals. The role Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings. The benefits Salary up to £35,000 (Dependent on experience). Progression opportunities. 22.5 days annual leave + Bank holidays. Birthday off. Last day before Christmas off. Death in service 3x. Company pension. Onsite parking. Mid-day finish on a Friday. Full benefits to be confirmed. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
May 18, 2024
Full time
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business The business are a directly authorised, well established Financial advisory firm who have been in operation for over 15 years, with over £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals. The role Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings. The benefits Salary up to £35,000 (Dependent on experience). Progression opportunities. 22.5 days annual leave + Bank holidays. Birthday off. Last day before Christmas off. Death in service 3x. Company pension. Onsite parking. Mid-day finish on a Friday. Full benefits to be confirmed. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Correspo click apply for full job details
May 18, 2024
Full time
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Correspo click apply for full job details
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Corresponding with clients via written and verbal Processing new business Preparing client review packs Arranging client meetings and managing the Financial Advisor's diary Maintain accurate client records IFA Administrator Requirements You must have experience as an Administrator within a financial planning firm Experience of using Intelligent Office and Platforms is desirable An understanding of model portfolios and DFMs is desirable The Company This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach. IFA Administrator Benefits Salary of £24,000 - £28,000 depending on experience and qualifications Monday to Thursday, 9am - 5pm and Friday, 9am - 4pm 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension Office based role Locations Marlborough 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 18, 2024
Full time
This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: Taking phone calls and handling appropriately Corresponding with clients via written and verbal Processing new business Preparing client review packs Arranging client meetings and managing the Financial Advisor's diary Maintain accurate client records IFA Administrator Requirements You must have experience as an Administrator within a financial planning firm Experience of using Intelligent Office and Platforms is desirable An understanding of model portfolios and DFMs is desirable The Company This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach. IFA Administrator Benefits Salary of £24,000 - £28,000 depending on experience and qualifications Monday to Thursday, 9am - 5pm and Friday, 9am - 4pm 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension Office based role Locations Marlborough 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.
Permanent Administrator - Maternity Cover Location: Kirton in Lindsey, East Midlands Our client, an IFA company, is seeking an experienced Administrator to cover maternity leave with possibility of going permanent. The successful candidate will be responsible for supporting the Adviser Team, ensuring exceptional service for clients and handling various administrative tasks. Key Responsibilities: Maintain an effective diary system for client review meetings. Prepare meeting packs for Advisers and ensure all relevant documents are included. Record client meeting notes and update systems accordingly. Act as a point of contact for clients and handle routine queries. Manage stationery stocks and maintain documentation. Coordinate client celebration and sympathy cards as required. Process change of address requests and death notifications. Skills and Experience: Knowledge of SJP and RWM systems preferred, but not essential At least 6 month experience working within a Wealth Management or Financial Advice (restricted or IFA) firm required. Professional telephone manner. Ability to work effectively in a team. Product and market knowledge desirable. Competencies: Strong communication and collaboration skills. Effective planning and organisational abilities. Adaptability in a dynamic work environment. Hybrid role (unless covering PTO) and generous salary up-to £25K depending on experience. If you have experience as an Administrator within wealth management and are looking for a new role, we encourage you to apply for this exciting opportunity.
May 18, 2024
Full time
Permanent Administrator - Maternity Cover Location: Kirton in Lindsey, East Midlands Our client, an IFA company, is seeking an experienced Administrator to cover maternity leave with possibility of going permanent. The successful candidate will be responsible for supporting the Adviser Team, ensuring exceptional service for clients and handling various administrative tasks. Key Responsibilities: Maintain an effective diary system for client review meetings. Prepare meeting packs for Advisers and ensure all relevant documents are included. Record client meeting notes and update systems accordingly. Act as a point of contact for clients and handle routine queries. Manage stationery stocks and maintain documentation. Coordinate client celebration and sympathy cards as required. Process change of address requests and death notifications. Skills and Experience: Knowledge of SJP and RWM systems preferred, but not essential At least 6 month experience working within a Wealth Management or Financial Advice (restricted or IFA) firm required. Professional telephone manner. Ability to work effectively in a team. Product and market knowledge desirable. Competencies: Strong communication and collaboration skills. Effective planning and organisational abilities. Adaptability in a dynamic work environment. Hybrid role (unless covering PTO) and generous salary up-to £25K depending on experience. If you have experience as an Administrator within wealth management and are looking for a new role, we encourage you to apply for this exciting opportunity.
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
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed. Benefits 25 days holiday Study support Bonus opportunity On site parking What are the day-to-day responsibilities of the IFA Administrator: Onboarding new clients Compile investment illustrations on behalf of Paraplanner Liaise with clients and providers regularly on queries, valuations, plan alterations etc Required Skills and Qualifications: Previous experience as an IFA Administrator Strong communication skills both verbal and written Detail focused with a strong work ethic If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!
May 18, 2024
Full time
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed. Benefits 25 days holiday Study support Bonus opportunity On site parking What are the day-to-day responsibilities of the IFA Administrator: Onboarding new clients Compile investment illustrations on behalf of Paraplanner Liaise with clients and providers regularly on queries, valuations, plan alterations etc Required Skills and Qualifications: Previous experience as an IFA Administrator Strong communication skills both verbal and written Detail focused with a strong work ethic If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!
A dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team. As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include: Preparing Documentation for Adviser Meetings Maintenance of Records on Back-Office System Tasking All Post Received Processing New Business Applications Corresponding with Both Insurers/Platforms and Clients Ongoing Maintenance of Client Portfolios: To be considered: Maths and English GCSE Pass: Strong attention to detail and accuracy. Proficiency in Microsoft Word, Excel, and Outlook: Ability to create and edit documents, spreadsheets, and emails. Experience in Administration at a Financial Adviser: Familiarity with financial services processes. Experience Using Intelligent Office (Desirable): While not essential, experience with this software would be advantageous.
May 17, 2024
Full time
A dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team. As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include: Preparing Documentation for Adviser Meetings Maintenance of Records on Back-Office System Tasking All Post Received Processing New Business Applications Corresponding with Both Insurers/Platforms and Clients Ongoing Maintenance of Client Portfolios: To be considered: Maths and English GCSE Pass: Strong attention to detail and accuracy. Proficiency in Microsoft Word, Excel, and Outlook: Ability to create and edit documents, spreadsheets, and emails. Experience in Administration at a Financial Adviser: Familiarity with financial services processes. Experience Using Intelligent Office (Desirable): While not essential, experience with this software would be advantageous.
Blakemore Recruitment
High Wycombe, Buckinghamshire
We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator IFA ADMINISTRATORHigh WycombeLife Insurance / Company pension / On Site Parking They are looking for an experienced administrator to join our team in High Wycombe. The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. MAIN TASKS Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Prepare and issue client annual review packs Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs
May 17, 2024
Full time
We are currently recruiting for a boutique Wealth Management firm in High Wycombe who are looking to recruit an IFA Administrator IFA ADMINISTRATORHigh WycombeLife Insurance / Company pension / On Site Parking They are looking for an experienced administrator to join our team in High Wycombe. The ideal candidate must be organised, forward thinking and enjoy a challenge - aswell as having excellent attention to detail, good IT skills and a self-motivated enthusiasm to develop and learn.You will have the ability to work autonomously where appropriate and also be a team player. A key characteristic is a positive "can-do" attitude and the capability to deliver desired results successfully. EXPERIENCE AND QUALIFICATIONS Experience working in Financial Services and/or one or more IFA firms. A working knowledge of Intelligent Office (IO) software essential. MAIN TASKS Take responsibility for the smooth processing and tracking of administrative actions. Ensure commission/Adviser Charging expectations are input correctly on systems Prepare and process new business submissions, confidently using different investment platforms and monitoring through to completion Issue Letters of Authority and complete ID checks as required Prepare and issue client annual review packs Use full range of available software, including but not limited to Microsoft Office, Intelligent Office, Papercloud and other provider platforms Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Daily general administrative activities such as dealing with the post. Liaise with Clients and IFAs