This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team. Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: 40,000 - 45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
May 17, 2024
Full time
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team. Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: 40,000 - 45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
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
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.
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
May 14, 2024
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Our Halifax based client are looking for an experienced Administrator to join their well-established business on a temp to perm basis. You will be working within a busy Sales team supporting with a range of Administration tasks. £23,000. Your responsibilities- Ensuring all orders are processed accurately. Resolving customer queries regarding their order. Inputting and uploading of Data. Providing information on inventory levels. Liaising with internal teams. Adhoc tasks for the wider Sales team. About you- Strong customer service background. Attention to detail. Organisational skills. Confident using all Microsoft packages. Please call our office on or Email your cv to Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 14, 2024
Full time
Our Halifax based client are looking for an experienced Administrator to join their well-established business on a temp to perm basis. You will be working within a busy Sales team supporting with a range of Administration tasks. £23,000. Your responsibilities- Ensuring all orders are processed accurately. Resolving customer queries regarding their order. Inputting and uploading of Data. Providing information on inventory levels. Liaising with internal teams. Adhoc tasks for the wider Sales team. About you- Strong customer service background. Attention to detail. Organisational skills. Confident using all Microsoft packages. Please call our office on or Email your cv to Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
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!
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team.Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: £40,000 - £45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
May 14, 2024
Full time
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team.Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: £40,000 - £45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Business Division: Business Function / Department: Job Title: Reporting to (Job Title): Date: 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 Scanning and Correspondence 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 work in your job role 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 Opening/sorting incoming post, packages Scanning documents on to work management system Completing post out duties Other adhoc administration duties such as returning documents, or allocating work to other areas of the business. The job role involves working with post room technology, for examples, printers scanners and enveloping machines and requires a level of problem solving and resilience. Good organisation skills. Attention to detail Someone who works well alone as well as in a team 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. 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 13, 2024
Full time
Business Division: Business Function / Department: Job Title: Reporting to (Job Title): Date: 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 Scanning and Correspondence 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 work in your job role 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 Opening/sorting incoming post, packages Scanning documents on to work management system Completing post out duties Other adhoc administration duties such as returning documents, or allocating work to other areas of the business. The job role involves working with post room technology, for examples, printers scanners and enveloping machines and requires a level of problem solving and resilience. Good organisation skills. Attention to detail Someone who works well alone as well as in a team 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. 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
Are you organized, detail-oriented, and passionate about finance? Are you looking for an opportunity to join a dynamic team in the heart of Telford? If so, we have the perfect role for you! We are currently seeking a dedicated Individual Financial Advisor (IFA) Administrator to join our team. As an IFA Administrator, you will play a crucial role in providing administrative support to our team of financial advisors, ensuring the smooth operation of our office and exceptional service to our clients. Key Responsibilities: Assist financial advisors in preparing client meetings and presentations. Process client documentation accurately and efficiently. Manage client databases and ensure all records are up-to-date. Handle client inquiries and provide excellent customer service. Coordinate with third-party providers such as investment firms and insurance companies. Assist with general office duties including answering phones, scheduling appointments, and maintaining office supplies. Requirements: Previous experience in a similar administrative role within the financial services industry is highly desirable. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Excellent organizational skills and attention to detail. Strong communication and interpersonal skills. Ability to multitask and prioritize workload effectively. Knowledge of financial products and services is an advantage but not essential. A positive attitude and willingness to learn. Why Join Us: Opportunity to work with a reputable financial services firm in Telford. Salary is £30,000, plus benefits package. Ongoing training and development opportunities to enhance your skills. Collaborative and supportive team environment. Chance to make a real difference in the lives of our clients. If you are ready to take the next step in your career and become an integral part of our team, we would love to hear from you! Please submit your resume and a cover letter outlining your suitability for the role. We look forward to welcoming you aboard as our newest IFA Administrator in Telford. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Client Services Administrator, Sales Support, Senior IFA Administrator, IFA Administrator, Technical Administrator
May 13, 2024
Full time
Are you organized, detail-oriented, and passionate about finance? Are you looking for an opportunity to join a dynamic team in the heart of Telford? If so, we have the perfect role for you! We are currently seeking a dedicated Individual Financial Advisor (IFA) Administrator to join our team. As an IFA Administrator, you will play a crucial role in providing administrative support to our team of financial advisors, ensuring the smooth operation of our office and exceptional service to our clients. Key Responsibilities: Assist financial advisors in preparing client meetings and presentations. Process client documentation accurately and efficiently. Manage client databases and ensure all records are up-to-date. Handle client inquiries and provide excellent customer service. Coordinate with third-party providers such as investment firms and insurance companies. Assist with general office duties including answering phones, scheduling appointments, and maintaining office supplies. Requirements: Previous experience in a similar administrative role within the financial services industry is highly desirable. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Excellent organizational skills and attention to detail. Strong communication and interpersonal skills. Ability to multitask and prioritize workload effectively. Knowledge of financial products and services is an advantage but not essential. A positive attitude and willingness to learn. Why Join Us: Opportunity to work with a reputable financial services firm in Telford. Salary is £30,000, plus benefits package. Ongoing training and development opportunities to enhance your skills. Collaborative and supportive team environment. Chance to make a real difference in the lives of our clients. If you are ready to take the next step in your career and become an integral part of our team, we would love to hear from you! Please submit your resume and a cover letter outlining your suitability for the role. We look forward to welcoming you aboard as our newest IFA Administrator in Telford. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Client Services Administrator, Sales Support, Senior IFA Administrator, IFA Administrator, Technical Administrator
Bell Cornwall Recruitment
Sutton Coldfield, West Midlands
Job Title: IFA Administrator Salary: £20,000 - £28,000 DOE Location: Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services company in Sutton Coldfield. The Candidates responsibilities: Answering telephone calls and responding to emails. Ensuring meetings are booked in properly and diaries are maintained according to the companies' standards. Making sure all deadlines are met and work is delivered accurately - Some work would be in the form of compiling reports. Understanding and recording client data correctly. Assisting Financial Advisors with work. Ad hoc Admin duties - supporting the team with general admin work. Skills Needed: Knowledge of General MS, IT and email/internet knowledge is necessary. Attention to detail is key as the successful candidate will be dealing with correspondence and documentation. The ability to use own initiative and work well under pressure. Must have excellent communication and numerical skills. A keen interest and/or previous experience in financial services and investments. Previous experience in an IFA or Financial Administration role. If you are an experienced IFA Administrator or are interested in more information regarding this role, then please get in touch Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
May 13, 2024
Full time
Job Title: IFA Administrator Salary: £20,000 - £28,000 DOE Location: Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services company in Sutton Coldfield. The Candidates responsibilities: Answering telephone calls and responding to emails. Ensuring meetings are booked in properly and diaries are maintained according to the companies' standards. Making sure all deadlines are met and work is delivered accurately - Some work would be in the form of compiling reports. Understanding and recording client data correctly. Assisting Financial Advisors with work. Ad hoc Admin duties - supporting the team with general admin work. Skills Needed: Knowledge of General MS, IT and email/internet knowledge is necessary. Attention to detail is key as the successful candidate will be dealing with correspondence and documentation. The ability to use own initiative and work well under pressure. Must have excellent communication and numerical skills. A keen interest and/or previous experience in financial services and investments. Previous experience in an IFA or Financial Administration role. If you are an experienced IFA Administrator or are interested in more information regarding this role, then please get in touch Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
May 12, 2024
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Job Title/Location: IFA Administrator, West Sussex Salary: To £28,000 Hybrid: Once through training & settled, there is some WFH flexibility Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance The Company/Team: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people. The Role: This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your key responsibilities include: Producing client portfolio valuations from various investment providers Produce quotations, application forms & fund fact sheets for Advisors prior to client meeting Process new business applications by submitting to providers & updating client records Producing Letters of Authority for new clients to service policies Working on producing any Letters/Forms required for switches, encashments etc. Ensuring compliance requirements are met on all new business cases Weekly chasing of all new business cases and existing business enquiries Greeting clients in Reception & assisting with answering telephone enquiries Skills/Experience Required: For this IFA Administrator role you must have previous administration experience gained within an IFA/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure to the platforms mentioned above. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook. Additional Information: The salary for the IFA Administrator role is up to £28,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route. The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
May 12, 2024
Full time
Job Title/Location: IFA Administrator, West Sussex Salary: To £28,000 Hybrid: Once through training & settled, there is some WFH flexibility Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance The Company/Team: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people. The Role: This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your key responsibilities include: Producing client portfolio valuations from various investment providers Produce quotations, application forms & fund fact sheets for Advisors prior to client meeting Process new business applications by submitting to providers & updating client records Producing Letters of Authority for new clients to service policies Working on producing any Letters/Forms required for switches, encashments etc. Ensuring compliance requirements are met on all new business cases Weekly chasing of all new business cases and existing business enquiries Greeting clients in Reception & assisting with answering telephone enquiries Skills/Experience Required: For this IFA Administrator role you must have previous administration experience gained within an IFA/Wealth management business. Experience with Intelligent Office would be very useful, as would previous exposure to the platforms mentioned above. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook. Additional Information: The salary for the IFA Administrator role is up to £28,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route. The IFA Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
May 11, 2024
Full time
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
May 11, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Blakemore Recruitment
High Wycombe, Buckinghamshire
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detail Key Responsibilities: New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits: Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan
May 11, 2024
Full time
We are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced IFA Administrator to join their team. Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team members An understanding of FCA regulations and guidelines relating to financial services clients Willingness to continue to develop knowledge of products and related issues through formal and informal learning Good communication skills (written and verbal) that are effective and meet business needs Ability to prioritise and organise own workload Ability to work under pressure and to deadlines IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial Accuracy of work and attention to detail Key Responsibilities: New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Administration of Group Pension schemes Administration of Group Risk Schemes Liaising with clients, product providers and other relevant third parties Ensure back offices systems are kept up to date including client and provider data Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system Obtaining illustrations and supporting literature Supporting the Financial Planners in research and analysis to meet client needs and objectives Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits: Competitive salary 25 days holiday Company Pension Scheme Group Life insurance Cash plan
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. Business Area EQ has embarked on a Client to Cash (C2C) transformation covering all capabilities for an end-to-end journey from marketing, new business development, opportunity and contract lifecycle management, order to cash, and relationship management through to renewals management. As a result of acquisitions and growth, we currently have multiple ways of working, processes and systems which we are consolidating into a single global approach and platform based on Salesforce Sales Cloud and Conga Quote to Cash. Role Summary Reports to the C2C Product and Programme Director as a key member of the programme leadership team. Provides leadership of the Architecture and Analysis team, and on both business architecture and Salesforce/Conga functional architecture to effectively support the C2C Programme objectives. The role will suit an experienced business-focussed Salesforce Application/Solution Architect who wants to continue in a hands-on capacity as well as lead and develop a team. Core Duties/Responsibilities Lead the collaboration of cross-functional teams in analysing business requirements, design, development, and implementation of complex Salesforce/Quote to Cash solutions to meet business requirements Lead the development and implementation of business architecture frameworks, strategies, and roadmaps to align business goals with technology solutions Manage and mentor architects and business analysts Architect scalable and high-performance solutions on the Salesforce platform and drive the integration of business architecture artifacts with other enterprise architecture domains, including integration, data, and technology architecture Support the implementation of our global C2C capabilities, driving standardisation and out-of-the-box acceptance to minimise the need for customisation of Salesforce/Conga applications Apply an agile approach to defining requirements, scope, technical specifications, features, user stories (solution backlog) and use cases Lead and participate in project planning, estimation, and risk management activities to ensure successful project delivery Ensure delivery to agreed objectives, requirements, schedules, costs and quality objectives, ensuring compliance and alignment with Group and Engineering standards and processes Own and support in the development and maintenance of programme documentation Build and maintain deep working knowledge of the business, platforms and products, and serve as a subject matter expert on business and functional architecture, and design principles. Skills, Capabilities and Attributes Strategic mindset with a focus on driving business innovation and transformation through the effective use of technology and architecture Experience as a Salesforce or Conga QTC Application/Solution Architect leading the design and implementation of enterprise-scale solutions Business Architecture skills in areas such as operating model development, process engineering and value management Experience of CRM and Quote to Cash business capabilities Expertise in Salesforce platform capabilities. Sales Cloud, Marketing Cloud, Service Cloud, and Lightning Platform Proficiency in Salesforce development technologies. Apex, Visualforce, Lightning Web Components, and Salesforce DX Strong understanding of business architecture frameworks, methodologies, and tools such as TOGAF, Zachman, or BPMN Adept at assimilating and correlating disconnecting information using significant analysis skills Experience with Agile development methodologies and tools like Azure DevOps Salesforce certifications (e.g., Application Architect, Administrator) are essential. Certified Technical Architect, B2B Solution Architect, Sharing and Visibility Architect, Data Architect or Integration Architect certifications desirable Certification in Business or Enterprise Architecture (eg Certified Business Architect, ToGAF) highly desirable Certification in Agile methodologies (eg Certified Agile Scrum Master, SAFe Agilist) highly desirable Bachelor's degree in related field (or equivalent experience) is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Matched contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising individuals going above and beyond to help the business succeed 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 10, 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. Business Area EQ has embarked on a Client to Cash (C2C) transformation covering all capabilities for an end-to-end journey from marketing, new business development, opportunity and contract lifecycle management, order to cash, and relationship management through to renewals management. As a result of acquisitions and growth, we currently have multiple ways of working, processes and systems which we are consolidating into a single global approach and platform based on Salesforce Sales Cloud and Conga Quote to Cash. Role Summary Reports to the C2C Product and Programme Director as a key member of the programme leadership team. Provides leadership of the Architecture and Analysis team, and on both business architecture and Salesforce/Conga functional architecture to effectively support the C2C Programme objectives. The role will suit an experienced business-focussed Salesforce Application/Solution Architect who wants to continue in a hands-on capacity as well as lead and develop a team. Core Duties/Responsibilities Lead the collaboration of cross-functional teams in analysing business requirements, design, development, and implementation of complex Salesforce/Quote to Cash solutions to meet business requirements Lead the development and implementation of business architecture frameworks, strategies, and roadmaps to align business goals with technology solutions Manage and mentor architects and business analysts Architect scalable and high-performance solutions on the Salesforce platform and drive the integration of business architecture artifacts with other enterprise architecture domains, including integration, data, and technology architecture Support the implementation of our global C2C capabilities, driving standardisation and out-of-the-box acceptance to minimise the need for customisation of Salesforce/Conga applications Apply an agile approach to defining requirements, scope, technical specifications, features, user stories (solution backlog) and use cases Lead and participate in project planning, estimation, and risk management activities to ensure successful project delivery Ensure delivery to agreed objectives, requirements, schedules, costs and quality objectives, ensuring compliance and alignment with Group and Engineering standards and processes Own and support in the development and maintenance of programme documentation Build and maintain deep working knowledge of the business, platforms and products, and serve as a subject matter expert on business and functional architecture, and design principles. Skills, Capabilities and Attributes Strategic mindset with a focus on driving business innovation and transformation through the effective use of technology and architecture Experience as a Salesforce or Conga QTC Application/Solution Architect leading the design and implementation of enterprise-scale solutions Business Architecture skills in areas such as operating model development, process engineering and value management Experience of CRM and Quote to Cash business capabilities Expertise in Salesforce platform capabilities. Sales Cloud, Marketing Cloud, Service Cloud, and Lightning Platform Proficiency in Salesforce development technologies. Apex, Visualforce, Lightning Web Components, and Salesforce DX Strong understanding of business architecture frameworks, methodologies, and tools such as TOGAF, Zachman, or BPMN Adept at assimilating and correlating disconnecting information using significant analysis skills Experience with Agile development methodologies and tools like Azure DevOps Salesforce certifications (e.g., Application Architect, Administrator) are essential. Certified Technical Architect, B2B Solution Architect, Sharing and Visibility Architect, Data Architect or Integration Architect certifications desirable Certification in Business or Enterprise Architecture (eg Certified Business Architect, ToGAF) highly desirable Certification in Agile methodologies (eg Certified Agile Scrum Master, SAFe Agilist) highly desirable Bachelor's degree in related field (or equivalent experience) is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Matched contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising individuals going above and beyond to help the business succeed 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
Customer Service & Sales Administrator An excellent salary is offered and future career prospects dependent on experience Are you ambitious, hardworking, and looking for a new and exciting opportunity to join a very successful and dynamic Design and Project Management company? The position reporting to the senior management team and working closely with sales. The Job. Supporting with quotations and estimating where necessary across all sectors. Managing order intake via Exostar along with other trading platforms and or portals. Processing a high volume of product orders. Liaising with finance and the senior management team in order to process invoices for all sales transactions Reviewing and checking prices and contracts are up todate. Reporting monthly sales results to the SD/MD. Building and maintaining relationships with clients and key personnel within customer companies and suppliers. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients. Support/attending meetings with clients to build relationships with existing accounts. Achieving client relationship targets and KPI's as set by the SD/MD. Escalating and resolving areas of concern as raised by clients. Updating the CRM and ensuring account managers are aware of changes within clients Communicating internally important feedback from customers. Managing procurement-suppliers,supplier's orders, and direct delivery. About you Competent and experienced in customer service and sales administration Degree qualified Good knowledge o fMicrosoft packages such as excel, and power point are essential Able to work in a fast-paced environment Ambitious and hardworking, able to work in a fast-paced environment Attention to detail, and a good team player Excellent communication skills both written and verbal Good timekeeping and attendance The company You will be joining a very successful and growing design and project management company in their new offices in Manchester. If you have the required skills and experience, please send your CV in confidence to Sue Holden at TRF Technical a specialist division of the Recruitment Fix Ltd
Feb 27, 2022
Full time
Customer Service & Sales Administrator An excellent salary is offered and future career prospects dependent on experience Are you ambitious, hardworking, and looking for a new and exciting opportunity to join a very successful and dynamic Design and Project Management company? The position reporting to the senior management team and working closely with sales. The Job. Supporting with quotations and estimating where necessary across all sectors. Managing order intake via Exostar along with other trading platforms and or portals. Processing a high volume of product orders. Liaising with finance and the senior management team in order to process invoices for all sales transactions Reviewing and checking prices and contracts are up todate. Reporting monthly sales results to the SD/MD. Building and maintaining relationships with clients and key personnel within customer companies and suppliers. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients. Support/attending meetings with clients to build relationships with existing accounts. Achieving client relationship targets and KPI's as set by the SD/MD. Escalating and resolving areas of concern as raised by clients. Updating the CRM and ensuring account managers are aware of changes within clients Communicating internally important feedback from customers. Managing procurement-suppliers,supplier's orders, and direct delivery. About you Competent and experienced in customer service and sales administration Degree qualified Good knowledge o fMicrosoft packages such as excel, and power point are essential Able to work in a fast-paced environment Ambitious and hardworking, able to work in a fast-paced environment Attention to detail, and a good team player Excellent communication skills both written and verbal Good timekeeping and attendance The company You will be joining a very successful and growing design and project management company in their new offices in Manchester. If you have the required skills and experience, please send your CV in confidence to Sue Holden at TRF Technical a specialist division of the Recruitment Fix Ltd