My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester. The role Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Proactively completing research and analysis of the client case and of the market of solutions Drafting high quality advice suitability recommendations Other tasks include dealing with Valuations Information gathering Salesforce management AML HNW certificates Produce and collate all the relevant pre-meeting paperwork Prepare and process all new business applications and documentation Ensure that all fees/invoices are checked, sent and chased as required Follow through all business processing to completion, closely monitoring the progression of each case while ensuring the pod and the clients are kept fully informed Trade reconciliation Payments Initial client onboarding Invoices Custodian report data gathering LOAs/chasing information Experience Good knowledge of HNW and ultra HNW clients and their families and trusts Strong financial planning understanding of markets Should be or be working to level 4 diploma level qualification Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work Strong communication Strong understanding of policies, systems and processes Good task management and basic project skills to provide strong coordination Professionalism - self driven development of technical knowledge and qualifications Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve Identifying and developing solutions to provide innovative client solutions Bring into the firm ideas and concepts to improve what and how we deliver for clients Benefits include 30 days holiday plus bank holidays Private medical insurance - currently provided by Bupa Death in service cover -8x salary Employer pension contribution up to 8% depending on salary Access to Enjoy Benefits Childcare scheme Discretionary bonus scheme Additional holiday allowance for special occasions, wedding, first day of school, graduation etc. For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
May 19, 2024
Full time
My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester. The role Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Proactively completing research and analysis of the client case and of the market of solutions Drafting high quality advice suitability recommendations Other tasks include dealing with Valuations Information gathering Salesforce management AML HNW certificates Produce and collate all the relevant pre-meeting paperwork Prepare and process all new business applications and documentation Ensure that all fees/invoices are checked, sent and chased as required Follow through all business processing to completion, closely monitoring the progression of each case while ensuring the pod and the clients are kept fully informed Trade reconciliation Payments Initial client onboarding Invoices Custodian report data gathering LOAs/chasing information Experience Good knowledge of HNW and ultra HNW clients and their families and trusts Strong financial planning understanding of markets Should be or be working to level 4 diploma level qualification Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work Strong communication Strong understanding of policies, systems and processes Good task management and basic project skills to provide strong coordination Professionalism - self driven development of technical knowledge and qualifications Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve Identifying and developing solutions to provide innovative client solutions Bring into the firm ideas and concepts to improve what and how we deliver for clients Benefits include 30 days holiday plus bank holidays Private medical insurance - currently provided by Bupa Death in service cover -8x salary Employer pension contribution up to 8% depending on salary Access to Enjoy Benefits Childcare scheme Discretionary bonus scheme Additional holiday allowance for special occasions, wedding, first day of school, graduation etc. For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period. Accountabilities: Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to: Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators Administration support across client-facing admin teams Training documentation and delivery In addition, the role will encompass some of the following duties: Working with the Compliance Department to ensure that processes meet with their requirements Supporting the team with the provision of accurate MI reporting Providing support and liaison between the accounts department and admin teams. Experience and Qualifications: The successful candidate will have/be: 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role) Excellent written and visual presentation skills with high attention to detail Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge Understanding of the needs of Financial Services teams and FCA rules and compliance A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
May 18, 2024
Full time
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period. Accountabilities: Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to: Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators Administration support across client-facing admin teams Training documentation and delivery In addition, the role will encompass some of the following duties: Working with the Compliance Department to ensure that processes meet with their requirements Supporting the team with the provision of accurate MI reporting Providing support and liaison between the accounts department and admin teams. Experience and Qualifications: The successful candidate will have/be: 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role) Excellent written and visual presentation skills with high attention to detail Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge Understanding of the needs of Financial Services teams and FCA rules and compliance A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
Job Title: Senior IFA Administrator Location: Northampton Salary: £27,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. If you are interested in discussing this position, then please get in touch with Capio Recruitment.
May 18, 2024
Full time
Job Title: Senior IFA Administrator Location: Northampton Salary: £27,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. If you are interested in discussing this position, then please get in touch with Capio Recruitment.
Paraplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week up to £55,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Newcastle office but can be either office based or hybrid (mix of office and home working). As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home (2 to 3 days per week on a rota) or be office based. The role: Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements: Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. You must have previous Paraplanning experience and should be a competent report writer On offer Competitive salary depending on experience The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 17, 2024
Full time
Paraplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week up to £55,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Newcastle office but can be either office based or hybrid (mix of office and home working). As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home (2 to 3 days per week on a rota) or be office based. The role: Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements: Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. You must have previous Paraplanning experience and should be a competent report writer On offer Competitive salary depending on experience The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
This role has a starting salary of £27,897 per annum based on a 36 hour working week. We are excited to be hiring a Senior Team Administrator to join our fantastic Children's Early Years, Education, Additional Needs & Disabilities Commissioning team. The role is offered as a 12-month fixed-term contract or secondment opportunity. The role is based at Quadrant Court in Woking and is open to hybrid working which means that although you aren't required in the office 5 days a week, there will be some office-based days. The team rotates around a few of the Surrey offices therefore you will need the willingness and ability to travel around the county as required. Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 30 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependents leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days plus 1 team volunteering day per year Learning and development hub where you can access a wealth of resources About the Team The SEND, Education and Early Years Commissioning Team sits within the wider 'Commissioning for Transformation' Directorate and works extremely closely with many other teams across Surrey County Council, such as Education, Inclusion and SEND. We strive to ensure that every child has the best start in life and through collaboration with health, education and social care colleagues, we understand the importance of working holistically to support the outcomes for children and their families. We have been successful over the past couple of years in developing The Best Start for Surrey Strategy and using Inclusion Pathway Planning to understand educational pathways for children and where we can help them thrive. At the heart of our ambition is to develop a deeper understanding of our communities and the challenges they face - but also recognise their strengths, assets and aspirations; working with them to improve outcomes for children, young people and families. About the Role As a Senior Team Administrator, you will be part of a team that is at the centre of children's services in Surrey, driving change and innovation with a relentless focus on improving outcomes for children and their families. It is an exciting time for childcare and early education with the biggest ever expansion of funded childcare starting from April 2024, and with that comes challenges and opportunities. The team works collaboratively with providers, schools, communities, and partners to support children accessing early years settings. The Senior Team Administrator will play a key role in supporting the Assistant Director for Early Years, Education, Additional Needs & Disabilities within Children's Commissioning, and the wider team, by providing effective and efficient administrative duties. The role will involve minute taking for meetings, arranging diaries and booking rooms. The post holder will also be supporting the SEND Support Notification (SSN) process, ensuring accurate recording of advice received from health partners and notifying the appropriate organisation to ensure that individual children are supported, and pipeline sufficiency data is collated. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Experience in supporting colleagues within a local authority or similar, relevant field Good organisational and administrative skills including clear and concise minute taking, effective diary management and inbox prioritisation Excellent IT Skills (Word, Outlook, Excel, MS Teams) Excellent written and verbal communication skills, including diplomacy and discretion Ability to work independently as well as part of a team The willingness and ability to travel around the county to meet the demands of the role The job advert closes at 23:59 on Sunday 28th May 2024 with interviews planned for 5th June. We look forward to receiving your application, please click on the apply online button below to submit. An enhanced DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) and the Children's and Adults' Barred List checks will be required for this role. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applications where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.
May 16, 2024
Full time
This role has a starting salary of £27,897 per annum based on a 36 hour working week. We are excited to be hiring a Senior Team Administrator to join our fantastic Children's Early Years, Education, Additional Needs & Disabilities Commissioning team. The role is offered as a 12-month fixed-term contract or secondment opportunity. The role is based at Quadrant Court in Woking and is open to hybrid working which means that although you aren't required in the office 5 days a week, there will be some office-based days. The team rotates around a few of the Surrey offices therefore you will need the willingness and ability to travel around the county as required. Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 30 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependents leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days plus 1 team volunteering day per year Learning and development hub where you can access a wealth of resources About the Team The SEND, Education and Early Years Commissioning Team sits within the wider 'Commissioning for Transformation' Directorate and works extremely closely with many other teams across Surrey County Council, such as Education, Inclusion and SEND. We strive to ensure that every child has the best start in life and through collaboration with health, education and social care colleagues, we understand the importance of working holistically to support the outcomes for children and their families. We have been successful over the past couple of years in developing The Best Start for Surrey Strategy and using Inclusion Pathway Planning to understand educational pathways for children and where we can help them thrive. At the heart of our ambition is to develop a deeper understanding of our communities and the challenges they face - but also recognise their strengths, assets and aspirations; working with them to improve outcomes for children, young people and families. About the Role As a Senior Team Administrator, you will be part of a team that is at the centre of children's services in Surrey, driving change and innovation with a relentless focus on improving outcomes for children and their families. It is an exciting time for childcare and early education with the biggest ever expansion of funded childcare starting from April 2024, and with that comes challenges and opportunities. The team works collaboratively with providers, schools, communities, and partners to support children accessing early years settings. The Senior Team Administrator will play a key role in supporting the Assistant Director for Early Years, Education, Additional Needs & Disabilities within Children's Commissioning, and the wider team, by providing effective and efficient administrative duties. The role will involve minute taking for meetings, arranging diaries and booking rooms. The post holder will also be supporting the SEND Support Notification (SSN) process, ensuring accurate recording of advice received from health partners and notifying the appropriate organisation to ensure that individual children are supported, and pipeline sufficiency data is collated. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Experience in supporting colleagues within a local authority or similar, relevant field Good organisational and administrative skills including clear and concise minute taking, effective diary management and inbox prioritisation Excellent IT Skills (Word, Outlook, Excel, MS Teams) Excellent written and verbal communication skills, including diplomacy and discretion Ability to work independently as well as part of a team The willingness and ability to travel around the county to meet the demands of the role The job advert closes at 23:59 on Sunday 28th May 2024 with interviews planned for 5th June. We look forward to receiving your application, please click on the apply online button below to submit. An enhanced DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) and the Children's and Adults' Barred List checks will be required for this role. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applications where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.
plus excellent salary, very comprehensive benefits package, personal development plan Excellent opportunity for an experienced IFA Administrator looking to secure a varied role on a Part Time basis. My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients and is looking to offer this superb part time opportunity to a committed and talented individual. Opportunity Highlights New opening offering part time hours ( mornings across the week) Opportunity to provide dedicated Admin support to a senior Director/Adviser High profile opportunity delivering an outstanding holistic financial planning service to new and existing HNW clients Feel totally included from your first day and totally valued for your contribution. Excellent hybrid working pattern to provide you with a perfect work/life balance. Will suit an experienced IFA Administrator ( 3+ years min) Ability to work autonomously and collaboratively with confidence demonstrating strong initiative in daily responsibilities Please contact me, Camilla Howden.
May 15, 2024
Full time
plus excellent salary, very comprehensive benefits package, personal development plan Excellent opportunity for an experienced IFA Administrator looking to secure a varied role on a Part Time basis. My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients and is looking to offer this superb part time opportunity to a committed and talented individual. Opportunity Highlights New opening offering part time hours ( mornings across the week) Opportunity to provide dedicated Admin support to a senior Director/Adviser High profile opportunity delivering an outstanding holistic financial planning service to new and existing HNW clients Feel totally included from your first day and totally valued for your contribution. Excellent hybrid working pattern to provide you with a perfect work/life balance. Will suit an experienced IFA Administrator ( 3+ years min) Ability to work autonomously and collaboratively with confidence demonstrating strong initiative in daily responsibilities Please contact me, Camilla Howden.
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
May 15, 2024
Full time
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
Job Title: Senior Administrator Industry: Wealth Management Location: Thornbury Salary: £27,000 - £37,000 Job Reference: 9042 Job Description: Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team. As a technical administrator, you will support the advisers of the firm with their clients, ensuring a high level of service is offered. There is ample progression opportunities too, be that into management, or paraplanning! One of the best things about this company is the flexible working they offer all their staff. They work core hours, meaning you can fit the rest of the time around you and your personal life. Duties will include but not limited to: Liaising with product providers and clients daily Preparing files for new business letters, illustrations and reports Maintaining the CRM system with all documentation General administration duties Benefits: Competitive salary of up to £37,000 True flexible working, with core office hours Discretionary bonus 25 days annual leave Birthday off Regular pay reviews based on training programmes 4X DIS Health and wellbeing vouchers Skills and experience required: Minimum of 3 years working within Financial Planning Ideally some relevant industry qualifications Strong administration skills
May 14, 2024
Full time
Job Title: Senior Administrator Industry: Wealth Management Location: Thornbury Salary: £27,000 - £37,000 Job Reference: 9042 Job Description: Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team. As a technical administrator, you will support the advisers of the firm with their clients, ensuring a high level of service is offered. There is ample progression opportunities too, be that into management, or paraplanning! One of the best things about this company is the flexible working they offer all their staff. They work core hours, meaning you can fit the rest of the time around you and your personal life. Duties will include but not limited to: Liaising with product providers and clients daily Preparing files for new business letters, illustrations and reports Maintaining the CRM system with all documentation General administration duties Benefits: Competitive salary of up to £37,000 True flexible working, with core office hours Discretionary bonus 25 days annual leave Birthday off Regular pay reviews based on training programmes 4X DIS Health and wellbeing vouchers Skills and experience required: Minimum of 3 years working within Financial Planning Ideally some relevant industry qualifications Strong administration skills
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
May 14, 2024
Full time
Senior IFA Administrator Birmingham Area Salary up to 30,000 Free Parking, annual bonus AND study support NJR are currently working alongside a well-established independent firm of Financial Planners who have experienced year on year growth, and as a result of their continued expansion plans they now have an exciting opportunity for an ambitious and talented IFA Administrator. Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path. The role will involve providing direct Administrative support to the Company Director. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of; New Client input into Client Database Creating New client packs Check Fact Find fully completed Input Fact Find details into Client Database Prepare & send off authority letters and send to client for signature Input policy details of existing plans once received from providers Add Activity entries/workflows Check all Anti Money Laundering information is current and relevant checks have taken place Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation New Business Submission Submit new business to provider or submit applications on line Enter details of case into Client Database Track new business and current position, updating Planner/Para planner accordingly Ensure all new business has been checked and been signed off (if required) Prepare for Client Review Update cashflow models in preparation for review meetings The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulation skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR14168
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
May 14, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
May 14, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a Senior Corporate Administrator to join their dynamic and buoyant organisation. Working from the office based in Wolverhampton, the successful candidate will provide support to the Head of Corporate Administration, Administration Managers, Team Managers and the rest of their team, in delivering a comprehensive service to clients. Following compliance guidelines and internal administration procedures at all times, you will need to ensure that you complete tasks in an efficient, timely and professional manner. Responsibilities: " To support the hybrid advisers in the corporate team to provide a high-class administration service for corporate/wealth clients and scheme members " To maintain detailed data records on all corporate/wealth clients and scheme members ensuring they are kept up to date at all times " To maintain and develop relationships and contacts with corporate/wealth clients/providers to ensure a professional service at all times " Providing general office duties, such as, but not limited to; o Answering the telephones in a professional manner, conforming to Company standards o To be responsible for the opening, scanning and distributing the post working within the company timescales o Ensuring all scanning of hard copy files is completed accurately/readable o Shredding documents as and when required " To liaise with corporate/wealth clients by telephone, in person (as appropriate) and in writing " To liaise with product providers and any third parties as appropriate " To prepare new business applications in accordance with the Company's standard procedures and compliance guidelines " To process all new business applications in a timely manner and in line with internal procedures and compliance guidelines " To provide clients with timely and accurate information " To prepare and compile client meeting packs for corporate client pension clinics containing documentation such as, but not limited to, valuations, policy summary's, forms for the Adviser to use at client meetings. " To attend and actively contribute to team meetings to discuss projects for corporate clients and day to day team issues " To operate within and conform to the Company's existing and continually developing operating systems and procedures and contribute to their further development where required " Work with team members to ensure a 'team approach' in delivering a good service to all clients " To carry out any other reasonable duties as requested by line management or directors. " To provide cover and carry out duties for other Administrators in the team, in their absence. " To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them. " To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner, in line with administration procedures " To issue signed letters of authority to providers and obtain standard policy information " Assist with compiling reports on various maters as appropriate " To assist in training the more junior (or new) team members in administration procedures and provide an understanding of internal compliance guidelines " To support your Team Manager as requried on urgent tasks or requests " To attend (as required) meetings with clients and third parties " To coach and assist your junior colleagues in the team as appropriate " Deal with member movements in Pension and Medical schemes to include leavers, starters, transfers, retirements and deaths as appropriate " To prepare and upload contribution files for Pension schemes as appropriate " To renew (and where applicable rebroke) all Pension and Medical schemes in a timely manner annually as appropriate " Assist with periodic reviews of the various Pension and Medical schemes at the clients or internal request " To peer review the work of more junior colleagues in the team as required " To take ownership of report writing both compiling and checking as required Experience/Skills Required: " Demonstrate varied experience in an Financial Services Administration role " Computer literate in Microsoft Office and other applications " Excellent communication skills both written and verbal " Excellent attendance and punctuality " Client Centric in approach " Organised and highly motivated " Good levels Industry knowledge (preferred but not essential) " Good attention to detail " Accurate data entry and record keeping skills " Willingness to study towards professional qualifications (preferred but not essential) NJR 14515
May 13, 2024
Full time
NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a Senior Corporate Administrator to join their dynamic and buoyant organisation. Working from the office based in Wolverhampton, the successful candidate will provide support to the Head of Corporate Administration, Administration Managers, Team Managers and the rest of their team, in delivering a comprehensive service to clients. Following compliance guidelines and internal administration procedures at all times, you will need to ensure that you complete tasks in an efficient, timely and professional manner. Responsibilities: " To support the hybrid advisers in the corporate team to provide a high-class administration service for corporate/wealth clients and scheme members " To maintain detailed data records on all corporate/wealth clients and scheme members ensuring they are kept up to date at all times " To maintain and develop relationships and contacts with corporate/wealth clients/providers to ensure a professional service at all times " Providing general office duties, such as, but not limited to; o Answering the telephones in a professional manner, conforming to Company standards o To be responsible for the opening, scanning and distributing the post working within the company timescales o Ensuring all scanning of hard copy files is completed accurately/readable o Shredding documents as and when required " To liaise with corporate/wealth clients by telephone, in person (as appropriate) and in writing " To liaise with product providers and any third parties as appropriate " To prepare new business applications in accordance with the Company's standard procedures and compliance guidelines " To process all new business applications in a timely manner and in line with internal procedures and compliance guidelines " To provide clients with timely and accurate information " To prepare and compile client meeting packs for corporate client pension clinics containing documentation such as, but not limited to, valuations, policy summary's, forms for the Adviser to use at client meetings. " To attend and actively contribute to team meetings to discuss projects for corporate clients and day to day team issues " To operate within and conform to the Company's existing and continually developing operating systems and procedures and contribute to their further development where required " Work with team members to ensure a 'team approach' in delivering a good service to all clients " To carry out any other reasonable duties as requested by line management or directors. " To provide cover and carry out duties for other Administrators in the team, in their absence. " To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them. " To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner, in line with administration procedures " To issue signed letters of authority to providers and obtain standard policy information " Assist with compiling reports on various maters as appropriate " To assist in training the more junior (or new) team members in administration procedures and provide an understanding of internal compliance guidelines " To support your Team Manager as requried on urgent tasks or requests " To attend (as required) meetings with clients and third parties " To coach and assist your junior colleagues in the team as appropriate " Deal with member movements in Pension and Medical schemes to include leavers, starters, transfers, retirements and deaths as appropriate " To prepare and upload contribution files for Pension schemes as appropriate " To renew (and where applicable rebroke) all Pension and Medical schemes in a timely manner annually as appropriate " Assist with periodic reviews of the various Pension and Medical schemes at the clients or internal request " To peer review the work of more junior colleagues in the team as required " To take ownership of report writing both compiling and checking as required Experience/Skills Required: " Demonstrate varied experience in an Financial Services Administration role " Computer literate in Microsoft Office and other applications " Excellent communication skills both written and verbal " Excellent attendance and punctuality " Client Centric in approach " Organised and highly motivated " Good levels Industry knowledge (preferred but not essential) " Good attention to detail " Accurate data entry and record keeping skills " Willingness to study towards professional qualifications (preferred but not essential) NJR 14515
Role - Senior Wealth Administrator Location - Reading, M4 corridor Salary - £28,000 - £32,000 (depending on experience) We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team. This role will focus on providing effective administrative support to their Financial Planning Consultants to ensure an efficient processing of business and to deliver a high quality service to clients. With offices based in Reading and training and work facilities in Swindon this would suit someone located along the M4 Corridor Duties and Responsibilities to include but not limited to Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records. To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings. Prepare calculations as required to assist in assessing the clients' investment management needs, critical illness and life insurance needs Produce Client Suitability Reports for personalising and sign off by the Consultant. To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance. To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc. Assist in the successful management of client relationships Knowledge and kills Required Minimum 2 to 5 years' experience in an administrative role based in a Financial Advice business or the Financial Services Industry An understanding of the Financial Services market, the role of a Financial Adviser and the advice process An understanding of fund management, UK taxation, life insurance and investment products Experience in using platforms, cashflow modelling and analytics tools IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint Strong background in client and product administration Strong communication skills gained within a client facing role You will Have a strong personal work ethic Have the ability to work to tight deadlines Have strong organisational skills Be a Proactive team player but with ability to work on own initiative. If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
May 13, 2024
Full time
Role - Senior Wealth Administrator Location - Reading, M4 corridor Salary - £28,000 - £32,000 (depending on experience) We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team. This role will focus on providing effective administrative support to their Financial Planning Consultants to ensure an efficient processing of business and to deliver a high quality service to clients. With offices based in Reading and training and work facilities in Swindon this would suit someone located along the M4 Corridor Duties and Responsibilities to include but not limited to Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records. To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings. Prepare calculations as required to assist in assessing the clients' investment management needs, critical illness and life insurance needs Produce Client Suitability Reports for personalising and sign off by the Consultant. To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance. To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc. Assist in the successful management of client relationships Knowledge and kills Required Minimum 2 to 5 years' experience in an administrative role based in a Financial Advice business or the Financial Services Industry An understanding of the Financial Services market, the role of a Financial Adviser and the advice process An understanding of fund management, UK taxation, life insurance and investment products Experience in using platforms, cashflow modelling and analytics tools IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint Strong background in client and product administration Strong communication skills gained within a client facing role You will Have a strong personal work ethic Have the ability to work to tight deadlines Have strong organisational skills Be a Proactive team player but with ability to work on own initiative. If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
Enterprise Sales Director - CRR Department: Sales/Marketing Employment Type: Permanent - Full Time Location: London, United Kingdom Reporting To: Chris Riggio Description As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will include the full suite of technology solutions including, Regulatory Reporting, Financial Reporting, Global Fund Reporting, Global Transaction Reporting, Shareholder Disclosure, Compliance Services and Managed Services. Your target market will span across Asset Managers, Fund Administrators, Hedge Funds, PE Firms and Broker Dealers in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Sales CRS, this role is critical for expanding the CRS business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts. Travel: Approximately 50% Key Responsibilities • Driving enterprise sales process (Upsell and New) from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with our Inside Sales (Business Development Representatives) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging to effectively capture all important insights, notes, and context from in- person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses Skills, Knowledge & Expertise • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Experience within Managed Service sales. • Experience using Salesforce, Teams, Outlook, LinkedIn • Background in Financial Technology Sales. • Understanding of Investment Management. What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme - Upto $3,000 per successful referral Plus many more! More about the Location We offer flexible working options for all employees. London Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today.
May 13, 2024
Full time
Enterprise Sales Director - CRR Department: Sales/Marketing Employment Type: Permanent - Full Time Location: London, United Kingdom Reporting To: Chris Riggio Description As a member of the Compliance, Regulatory and Reporting (CRR) Sales Team you will be responsible for promoting the CRR Services and Solutions within your territory. This will include the full suite of technology solutions including, Regulatory Reporting, Financial Reporting, Global Fund Reporting, Global Transaction Reporting, Shareholder Disclosure, Compliance Services and Managed Services. Your target market will span across Asset Managers, Fund Administrators, Hedge Funds, PE Firms and Broker Dealers in the designated territory. Other clients, prospects or partners may also be added. As a sales executive you will collaborate with Marketing, Product Management and the Business Line Owners to develop a pipeline of opportunities in your territory, manage the opportunities through the sales process and contract closure. Reporting into the Head of Sales CRS, this role is critical for expanding the CRS business in the territory. You will be responsible for the assigned quota for new sales and professional services into the existing client base and new accounts. Travel: Approximately 50% Key Responsibilities • Driving enterprise sales process (Upsell and New) from identification to proposal to negotiation to close within assigned territory • Achieve sales goals through the prioritizing your activity and sales pipeline. • Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions • Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations • Working hand in hand with our Inside Sales (Business Development Representatives) and Marketing team to ensure a seamless transition from lead generation to sales close • Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by Confluence and our competitors • Leveraging to effectively capture all important insights, notes, and context from in- person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline • Staying current on industry trends and developing in-depth knowledge of clients/prospects and their unique needs to enable you to effectively educate them about how Confluence solutions and services will help them profitably manage and transform their businesses Skills, Knowledge & Expertise • Bachelor's Degree from an Accredited University or equivalent industry experience • 7-10+ years of enterprise sales experience, including experience selling software solutions or data to financial institutions • Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers • Proven experience in a high velocity sales environment with a multi-task ability - Experience identifying prospect needs and concerns • Strong written and oral communication, presentation, and organizational skills. • In-person and virtual presentation skills, exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills • Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services • Ability to work well and creatively under pressure and with deadlines • Strong ability to learn new business, data and technology concepts • Experience within Managed Service sales. • Experience using Salesforce, Teams, Outlook, LinkedIn • Background in Financial Technology Sales. • Understanding of Investment Management. What do we offer? Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme - Upto $3,000 per successful referral Plus many more! More about the Location We offer flexible working options for all employees. London Remote Values We look for people who align with our 4 values. Integrity Face reality with honesty, courage and accountability Imagination Deal creatively with challenges and envision what the world could be Discipline Build good habits into reflexes which become a part of our life Service Committed to the success of others If you would like to find out more about a Career at Confluence, please apply today.
Paraplanner - 100% Home based - Salary negotiable to £50K per annum We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. The role: Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a Senior Financial Planner. The Financial Planner you will be supporting has an established bank of UHNW clients and therefore works on some varied an interesting solutions which you will be involved in, allowing you the opportunity to use your knowledge and experience to the full potential You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements: Candidates should be experienced Paraplanners within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage and will be able to command the higher salaries. Knowledge of Pensions, Investments, EIS, VCT, Pension Transfers, Offshore Bonds etc Candidates must have strong attention to detail and should be excellent report writers. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities. On offer: Salary £40-50K Annual Discretionary Bonus Benefits including; Pension, PMI, Income Protection, DIS, Flexible Benefits etc Buy/ Sell holiday Opportunities for career advancement and professional development
May 13, 2024
Full time
Paraplanner - 100% Home based - Salary negotiable to £50K per annum We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. The role: Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a Senior Financial Planner. The Financial Planner you will be supporting has an established bank of UHNW clients and therefore works on some varied an interesting solutions which you will be involved in, allowing you the opportunity to use your knowledge and experience to the full potential You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Requirements: Candidates should be experienced Paraplanners within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage and will be able to command the higher salaries. Knowledge of Pensions, Investments, EIS, VCT, Pension Transfers, Offshore Bonds etc Candidates must have strong attention to detail and should be excellent report writers. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities. On offer: Salary £40-50K Annual Discretionary Bonus Benefits including; Pension, PMI, Income Protection, DIS, Flexible Benefits etc Buy/ Sell holiday Opportunities for career advancement and professional development
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 13, 2024
Full time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 13, 2024
Full time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Company And Role Overview - Our customer represents a bespoke consultancy in wealth management, asset administration, and personnel benefits consultancy. Being entirely autonomous enables them to offer impartial guidance tailored to each client's needs, provided by seasoned professionals in financial services. Their foundation rests upon principles of integrity and reliance, prioritizing their clients' welfare for the success of their enterprise. The role entails furnishing top-tier personal assistant and general administrative support to the Private Client Director within a dynamic team setting. It demands adeptness in aiding the team in furnishing an unparalleled comprehensive financial planning service to both prospective and current clients. We seek a candidate possessing exceptional precision, the capacity for independent and collaborative work, and the initiative to secure optimal outcomes for clients and the team alike. Main Responsibilities - Follow up with clients to obtain necessary documents and details Collaborate with the Senior Private Client Administrator to oversee and manage the yearly suitability review timetable Assess client risk tolerance levels and conduct anti-money laundering verifications Prepare meeting agendas and gather requisite information ahead of client appointments, as needed Coordinate with product suppliers to guarantee the timely receipt and processing of all applications Requirements - Over three years of involvement in the autonomous domain of the financial services sector, in a pertinent administrative capacity such as family office or catering to High Net Worth/Ultra High Net Worth individuals in Independent Financial Advisor/Wealth Management settings Proven track record of providing top-tier client service Ability to function effectively under self-direction, applying a pragmatic approach to daily task Proficient in IT, particularly Excel, with strong technical capabilities
May 13, 2024
Full time
Company And Role Overview - Our customer represents a bespoke consultancy in wealth management, asset administration, and personnel benefits consultancy. Being entirely autonomous enables them to offer impartial guidance tailored to each client's needs, provided by seasoned professionals in financial services. Their foundation rests upon principles of integrity and reliance, prioritizing their clients' welfare for the success of their enterprise. The role entails furnishing top-tier personal assistant and general administrative support to the Private Client Director within a dynamic team setting. It demands adeptness in aiding the team in furnishing an unparalleled comprehensive financial planning service to both prospective and current clients. We seek a candidate possessing exceptional precision, the capacity for independent and collaborative work, and the initiative to secure optimal outcomes for clients and the team alike. Main Responsibilities - Follow up with clients to obtain necessary documents and details Collaborate with the Senior Private Client Administrator to oversee and manage the yearly suitability review timetable Assess client risk tolerance levels and conduct anti-money laundering verifications Prepare meeting agendas and gather requisite information ahead of client appointments, as needed Coordinate with product suppliers to guarantee the timely receipt and processing of all applications Requirements - Over three years of involvement in the autonomous domain of the financial services sector, in a pertinent administrative capacity such as family office or catering to High Net Worth/Ultra High Net Worth individuals in Independent Financial Advisor/Wealth Management settings Proven track record of providing top-tier client service Ability to function effectively under self-direction, applying a pragmatic approach to daily task Proficient in IT, particularly Excel, with strong technical capabilities
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 13, 2024
Full time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 13, 2024
Full time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.