My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking to carve out a career in Wealth Management. This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills. You will be responsible for administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations, fund switches and ensuring all documentation is compliant. There will be some basic report writing and the opportunity to be part of an internal paraplanning training hup to support your career growth. This is an amazing opportunity to work with a talented group of people, who are successful and happy to mentor, nurture and develop new starters. You will be part of a dynamic and friendly team. The role is fully hybrid with 2 days in the office and 3 days remotely. The Company offers excellent benefits, very generous bonuses, and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, good academics, and minimum of 18 months experience alongside passed at least 1 RO exam. If you are looking for a technical IFA Administration role and a new exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
Apr 18, 2024
Full time
My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking to carve out a career in Wealth Management. This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills. You will be responsible for administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations, fund switches and ensuring all documentation is compliant. There will be some basic report writing and the opportunity to be part of an internal paraplanning training hup to support your career growth. This is an amazing opportunity to work with a talented group of people, who are successful and happy to mentor, nurture and develop new starters. You will be part of a dynamic and friendly team. The role is fully hybrid with 2 days in the office and 3 days remotely. The Company offers excellent benefits, very generous bonuses, and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, good academics, and minimum of 18 months experience alongside passed at least 1 RO exam. If you are looking for a technical IFA Administration role and a new exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
? Join Our Clients Team as a Financial Planning Administrator in Aberdeen ? Are you passionate about financial planning and administrative excellence? Do you thrive in a dynamic, client-focused environment? Look no further! Our client, a leading financial services business, is seeking a Financial Planning Administrator to join their team in Aberdeen . As a Financial Planning Administrator , you'll play a crucial role in supporting Paraplanners and Financial Planners. Your attention to detail, organisational skills, and commitment to excellence will contribute to our clients' financial success. Key Responsibilities: Collate information to support financial planning processes using various software systems Compare products and providers using different systems Assist with preparing paperwork for various products (e.g., pension, ISA, Bond) Draft letters for new business, including pension contributions, transfers, ISA contributions, and more Set up products/investments with various providers (both paper-based and electronically) Handle printing, scanning, binding, and filing of reports Provide overflow reception support Skills: Previous experience in a similar role or working in a financial services administration is preferred but not essential Highly organised with good time management skills Ability to deliver exceptional service to clients Strong communication skills, both written and verbal Collaborative team member with a can-do attitude Good IT skills On offer Comprehensive salary + discretionary bonus Hybrid/flexible working policy to fit around commitments 30 days holiday which increases up to 35 days after 5 years - holiday purchase scheme Continual development with study support towards professional qualifications Generous pension contribution Benefits package includes Life Assurance and PMI amongst other Additional employee benefits such as a day of for your birthday and for a charity day Work with a team that values approachability and collaboration If you want to be part of a supportive team in a fast-paced, dynamic environment and are ready to contribute your skills and passion towards a rewarding career in Financial Services, apply today! Submit your CV or contact Pauline Low at Reed on .
Apr 17, 2024
Full time
? Join Our Clients Team as a Financial Planning Administrator in Aberdeen ? Are you passionate about financial planning and administrative excellence? Do you thrive in a dynamic, client-focused environment? Look no further! Our client, a leading financial services business, is seeking a Financial Planning Administrator to join their team in Aberdeen . As a Financial Planning Administrator , you'll play a crucial role in supporting Paraplanners and Financial Planners. Your attention to detail, organisational skills, and commitment to excellence will contribute to our clients' financial success. Key Responsibilities: Collate information to support financial planning processes using various software systems Compare products and providers using different systems Assist with preparing paperwork for various products (e.g., pension, ISA, Bond) Draft letters for new business, including pension contributions, transfers, ISA contributions, and more Set up products/investments with various providers (both paper-based and electronically) Handle printing, scanning, binding, and filing of reports Provide overflow reception support Skills: Previous experience in a similar role or working in a financial services administration is preferred but not essential Highly organised with good time management skills Ability to deliver exceptional service to clients Strong communication skills, both written and verbal Collaborative team member with a can-do attitude Good IT skills On offer Comprehensive salary + discretionary bonus Hybrid/flexible working policy to fit around commitments 30 days holiday which increases up to 35 days after 5 years - holiday purchase scheme Continual development with study support towards professional qualifications Generous pension contribution Benefits package includes Life Assurance and PMI amongst other Additional employee benefits such as a day of for your birthday and for a charity day Work with a team that values approachability and collaboration If you want to be part of a supportive team in a fast-paced, dynamic environment and are ready to contribute your skills and passion towards a rewarding career in Financial Services, apply today! Submit your CV or contact Pauline Low at Reed on .
£28-£35k DOE On-Site Exeter Our client an award-winning Finance and Wealth Management company is seeking an Investment Administrator to join their experienced and friendly Investment Services department based in Exeter. As the Investments Administrator, you will provide administrative support to Investment colleagues. Ensuring the team remains compliant and provides excellent client service. This role is 100% based on-site in the Exeter Office. Responsibilities of the Investment Administrator: Assist in the administration of client accounts and onboard new clients, through the collating of data and documents, and ensuring the data is input accurately Processing the movement of funds between accounts, as well as client payments and ISA Subscriptions Assisting with general client phone and email enquiries and ad-hoc requests Reporting any risk which may be detrimental to clients or to the firm's reputation, which arises from inadequate procedures, systems or data handling Ensuring compliance with FCA requirements, the Branch Manual, Code of Conduct policies and framework Skills/Qualifications for the Investment Administrator: Educated to A-level standard, including 5/GCSEs in Maths and English Previous working knowledge of Financial Services and the FCA Experience working in an administrative role and analysing complex information Proven experience and confidence using Microsoft Office Applications (Intermediate level) The benefits for the Investment Administrator: Pension (Standard Life) - Employer contribution = 5% of qualifying earnings Private Medical Insurance 25 days Annual Leave + Bank Holidays (with extra holidays available for length of service increasing to 29 days) Employee Assistance Programme Travel Loans Cycle to Work Scheme Commission-free Dealing Group Life Assurance (4 x basic salary) Plus perks Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship. Recruitment Consultant: Joanne Howell Ref: 10387
Apr 17, 2024
Full time
£28-£35k DOE On-Site Exeter Our client an award-winning Finance and Wealth Management company is seeking an Investment Administrator to join their experienced and friendly Investment Services department based in Exeter. As the Investments Administrator, you will provide administrative support to Investment colleagues. Ensuring the team remains compliant and provides excellent client service. This role is 100% based on-site in the Exeter Office. Responsibilities of the Investment Administrator: Assist in the administration of client accounts and onboard new clients, through the collating of data and documents, and ensuring the data is input accurately Processing the movement of funds between accounts, as well as client payments and ISA Subscriptions Assisting with general client phone and email enquiries and ad-hoc requests Reporting any risk which may be detrimental to clients or to the firm's reputation, which arises from inadequate procedures, systems or data handling Ensuring compliance with FCA requirements, the Branch Manual, Code of Conduct policies and framework Skills/Qualifications for the Investment Administrator: Educated to A-level standard, including 5/GCSEs in Maths and English Previous working knowledge of Financial Services and the FCA Experience working in an administrative role and analysing complex information Proven experience and confidence using Microsoft Office Applications (Intermediate level) The benefits for the Investment Administrator: Pension (Standard Life) - Employer contribution = 5% of qualifying earnings Private Medical Insurance 25 days Annual Leave + Bank Holidays (with extra holidays available for length of service increasing to 29 days) Employee Assistance Programme Travel Loans Cycle to Work Scheme Commission-free Dealing Group Life Assurance (4 x basic salary) Plus perks Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship. Recruitment Consultant: Joanne Howell Ref: 10387
plus great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator with a minimum of 12 months relevant experience looking for a supportive team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, successful practice based in London. Opportunity has arisen due to expansion of the business. Provide full Admin support to the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Excellent work/life balance. Ability to build client relationships in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
Apr 17, 2024
Full time
plus great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator with a minimum of 12 months relevant experience looking for a supportive team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, successful practice based in London. Opportunity has arisen due to expansion of the business. Provide full Admin support to the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Excellent work/life balance. Ability to build client relationships in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
IFA ADMINISTRATOR - Sports Professionals Location: Altrincham Salary: Up to £28,500 NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; " Processing new business applications - Pensions & Investments " Creating Client Illustrations & Valuations " Use of Provider Platforms " Liaising with very HNW Clients and Sports professionals " Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. NJR REF: 14157
Apr 16, 2024
Full time
IFA ADMINISTRATOR - Sports Professionals Location: Altrincham Salary: Up to £28,500 NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; " Processing new business applications - Pensions & Investments " Creating Client Illustrations & Valuations " Use of Provider Platforms " Liaising with very HNW Clients and Sports professionals " Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. NJR REF: 14157
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Apr 16, 2024
Full time
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Position: Senior IFA Administrator - £25,000 - £30,000 per annum. Location: Longbridge, UK Were excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals. The Role: An established Financial Services Firm are looking for an experienced Senior IFA Administrator to join the team based at their offices near Longbridge office. They are looking for someone who can bring some prior work experience in a Financial Services environment, along with strong admin skills and high attention to detail. You will be confident working closely with the Advisors and must have prior experience submitting new business. Requirements: Minimum of 1-2 years' experience in a Financial Services environment Existing understanding of pensions and investments eed to be comfortable supporting others on the admin team. Highly organised Excellent attention to detail Previous experience submitting new business is essential. Strong administration experience Can carry out work within agreed timescales. In return the company offers: 28 days holiday (Including Bank Holiday) - Rising with years' service. Company Pension Plan Career progression Team Social Events If you would like to work for a reputable company as a Senior IFA Administrator apply today to find out more.
Apr 16, 2024
Full time
Position: Senior IFA Administrator - £25,000 - £30,000 per annum. Location: Longbridge, UK Were excited to announce a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals. The Role: An established Financial Services Firm are looking for an experienced Senior IFA Administrator to join the team based at their offices near Longbridge office. They are looking for someone who can bring some prior work experience in a Financial Services environment, along with strong admin skills and high attention to detail. You will be confident working closely with the Advisors and must have prior experience submitting new business. Requirements: Minimum of 1-2 years' experience in a Financial Services environment Existing understanding of pensions and investments eed to be comfortable supporting others on the admin team. Highly organised Excellent attention to detail Previous experience submitting new business is essential. Strong administration experience Can carry out work within agreed timescales. In return the company offers: 28 days holiday (Including Bank Holiday) - Rising with years' service. Company Pension Plan Career progression Team Social Events If you would like to work for a reputable company as a Senior IFA Administrator apply today to find out more.
Eng4ge Business Consultancy ltd
Newbury, Berkshire
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc. Duties: Post- meeting Summary emails & Letters for all BB meetings (and attaching to Related Tab) Submission of all replacement cases to the paraplanners Business submission and administration Assisting with any follow up actions from client meetings. Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case. Obtaining updates on cases with Paraplanners and liaising with other team members to book meetings Liaising with SJP/Technical departments for effective business support/ complex queries Administration and collating relevant documentation for client service, liaising with 3rd parties to obtain updates and further info Reviewing and proofing reading financial reports Promptly notifying/handover to Office Support Team of any actions following a meeting summary reply from the client (such as switches/withdrawals etc) Managing the client's financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents Requirements:- Strong analytical skills with the ability to interpret complex financial data.- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.- Excellent written and verbal communication skills.- Detail-oriented with strong organizational skills.- Ability to work independently and as part of a team.- Knowledge of financial planning software is a plus.- Previous experience in the financial services industry is preferred but not required. This is an excellent opportunity for a motivated individual looking to gain experience in the financial planning industry. As Senior administrator you will have the opportunity to work closely with experienced professionals and develop your skills in paraplanning, financial analysis and client management. We offer opportunities for career growth within our organization. If you are passionate about finance and eager to learn, we encourage you to apply for this position. St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James's Place Wealth Management has funds under management in excess of £157.5bn. The Role We are looking for person who can be integral part of the back office team by providing a high level of support to the Advisory team. Working alongside the Advisers, they will build relationships and establish themselves as the primary point of contact within the business for clients and 3rd parties. They will support the paraplanner and business admin team in business submission. They are responsible managing client data, 'placing' of investments and other administration generated from client meetings and other incoming telephone, email and postal queries. The successful candidate will have opportunity to further develop skills and knowledge within the financial services industry. The Person We are looking for a positive, reliable, flexible and motivated individual who can work well within a busy office environment and should be capable of working on their own, with a high level of attention to detail. Preferably with a minimum of 2 years admin experience They will play a vital role in enabling the partner to focus on seeing clients whilst the business is managed effectively from the back office. As you will have regular contact with clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You will have excellent communication and organisational skills, a keen eye for detail and will thrive under pressure. You will be IT proficient, enjoy problem solving and be a confident decision maker. Client service is paramount and therefore they will need to be fully immersed in all areas of the business and have a passion for giving excellent client service in a timely fashion whilst working closely with the partner on business development. They will be provided with training support and have the opportunity to develop within their role with opportunities to specialise in areas of planning. The successful candidate will be able to work under pressure with a high level of attention to detail. The role is essential to further business growth and will provide career opportunities to the successful candidate. This is a full time (9.00 am - 5.00 pm, Mon-Fri) position based in Newbury Experience within Financial Services, Wealth Management, IFA is highly desirable.
Apr 16, 2024
Full time
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc. Duties: Post- meeting Summary emails & Letters for all BB meetings (and attaching to Related Tab) Submission of all replacement cases to the paraplanners Business submission and administration Assisting with any follow up actions from client meetings. Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case. Obtaining updates on cases with Paraplanners and liaising with other team members to book meetings Liaising with SJP/Technical departments for effective business support/ complex queries Administration and collating relevant documentation for client service, liaising with 3rd parties to obtain updates and further info Reviewing and proofing reading financial reports Promptly notifying/handover to Office Support Team of any actions following a meeting summary reply from the client (such as switches/withdrawals etc) Managing the client's financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents Requirements:- Strong analytical skills with the ability to interpret complex financial data.- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.- Excellent written and verbal communication skills.- Detail-oriented with strong organizational skills.- Ability to work independently and as part of a team.- Knowledge of financial planning software is a plus.- Previous experience in the financial services industry is preferred but not required. This is an excellent opportunity for a motivated individual looking to gain experience in the financial planning industry. As Senior administrator you will have the opportunity to work closely with experienced professionals and develop your skills in paraplanning, financial analysis and client management. We offer opportunities for career growth within our organization. If you are passionate about finance and eager to learn, we encourage you to apply for this position. St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James's Place Wealth Management has funds under management in excess of £157.5bn. The Role We are looking for person who can be integral part of the back office team by providing a high level of support to the Advisory team. Working alongside the Advisers, they will build relationships and establish themselves as the primary point of contact within the business for clients and 3rd parties. They will support the paraplanner and business admin team in business submission. They are responsible managing client data, 'placing' of investments and other administration generated from client meetings and other incoming telephone, email and postal queries. The successful candidate will have opportunity to further develop skills and knowledge within the financial services industry. The Person We are looking for a positive, reliable, flexible and motivated individual who can work well within a busy office environment and should be capable of working on their own, with a high level of attention to detail. Preferably with a minimum of 2 years admin experience They will play a vital role in enabling the partner to focus on seeing clients whilst the business is managed effectively from the back office. As you will have regular contact with clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You will have excellent communication and organisational skills, a keen eye for detail and will thrive under pressure. You will be IT proficient, enjoy problem solving and be a confident decision maker. Client service is paramount and therefore they will need to be fully immersed in all areas of the business and have a passion for giving excellent client service in a timely fashion whilst working closely with the partner on business development. They will be provided with training support and have the opportunity to develop within their role with opportunities to specialise in areas of planning. The successful candidate will be able to work under pressure with a high level of attention to detail. The role is essential to further business growth and will provide career opportunities to the successful candidate. This is a full time (9.00 am - 5.00 pm, Mon-Fri) position based in Newbury Experience within Financial Services, Wealth Management, IFA is highly desirable.
ADMINISTRATOR VACANCY (Suitable for a long-term career administrator) Role overview We are recruiting for a full time Financial Adviser Administrator to support a Partner / Financial Adviser within a Partner Practice of St. James's Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing and general administration. It would be particularly suited to an individual seeking a long-term senior administrative career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser, or within financial services or pension environment in general within an administrative capacity. Alternatively are willing to train in this area of administration. The role is full time and based in the Moorgate office. With some roles, there may be the opportunity to work from home one or day a week post probationary and successful training period (to be confirmed at the discretion of the Adviser). Role content Administration / Team communication General Administration supporting a small team Management of client ID procedure for investments, protection and pensions Liaising with 3rd party providers to obtain relevant client information Issuing investment letters of authority to providers, and chasing up where required Managing workflow of current client cases Ensuring all work is compliant within the practice Managing the CPD / training requirements for the Partners Client Servicing Meeting Pack preparation in advance of client meetings Acting as a point of contact for all client queries as required Dealing with incoming emails Keeping all client details up to date from each meeting internally Checking and issuing policy documentation Ensuring the client records are up to date and compliant in accordance with the latest guidelines Issuing wealth accounts or valuations to clients Issuing signed documentation to Clients Business Processing Uploading client declarations onto iBusiness Updating CRM system Salesforce Processing switches and surrenders and associated administration. Electronic Business Submission processing and setting up of Advice sets, uploading documents. Ensuring Client records are fully compliant prior to submission Person specification Preferably previous experience of working in a similar administrative role, with knowledge of financial services preferable (not essential). Seeking a long-term career in wealth management administration Willingness to take on responsibility and self-motivated. High level of computer literacy i.e. Word, Outlook, Excel Naturally technical and numerate, and able to pick up new technical programmes and processes with ease Able to use own initiative, and work in a fast-paced environment Ability to effectively prioritise, with excellent organisational skills Enjoys working in an administrative capacity in an Administrative / Practice Manager role. Comfortable dealing with High-Net-Worth clients Good team player High level of accuracy and attention to detail Trustworthy and loyal, seeking longevity in role Excellent telephone manner and well presented Enthusiastic and willing to learn Additional Information Salary: £23-28K per annum pro-rata, dependant on skills and experience. Role type: Full-time employed role Location: Moorgate, London (EC2V) Hours of work: 37.5 hours per week, 7.5 hours per day flexible between 8am - 6.00pm (recognition that extra hours may be required during peak times such as tax year end). Holiday entitlement: 25 days per annum, plus bank holidays. Training: Full training shall be provided Pension: Auto-enrolment pension scheme For further details, or to apply for this excellent opportunity, please apply online.
Apr 16, 2024
Full time
ADMINISTRATOR VACANCY (Suitable for a long-term career administrator) Role overview We are recruiting for a full time Financial Adviser Administrator to support a Partner / Financial Adviser within a Partner Practice of St. James's Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing and general administration. It would be particularly suited to an individual seeking a long-term senior administrative career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser, or within financial services or pension environment in general within an administrative capacity. Alternatively are willing to train in this area of administration. The role is full time and based in the Moorgate office. With some roles, there may be the opportunity to work from home one or day a week post probationary and successful training period (to be confirmed at the discretion of the Adviser). Role content Administration / Team communication General Administration supporting a small team Management of client ID procedure for investments, protection and pensions Liaising with 3rd party providers to obtain relevant client information Issuing investment letters of authority to providers, and chasing up where required Managing workflow of current client cases Ensuring all work is compliant within the practice Managing the CPD / training requirements for the Partners Client Servicing Meeting Pack preparation in advance of client meetings Acting as a point of contact for all client queries as required Dealing with incoming emails Keeping all client details up to date from each meeting internally Checking and issuing policy documentation Ensuring the client records are up to date and compliant in accordance with the latest guidelines Issuing wealth accounts or valuations to clients Issuing signed documentation to Clients Business Processing Uploading client declarations onto iBusiness Updating CRM system Salesforce Processing switches and surrenders and associated administration. Electronic Business Submission processing and setting up of Advice sets, uploading documents. Ensuring Client records are fully compliant prior to submission Person specification Preferably previous experience of working in a similar administrative role, with knowledge of financial services preferable (not essential). Seeking a long-term career in wealth management administration Willingness to take on responsibility and self-motivated. High level of computer literacy i.e. Word, Outlook, Excel Naturally technical and numerate, and able to pick up new technical programmes and processes with ease Able to use own initiative, and work in a fast-paced environment Ability to effectively prioritise, with excellent organisational skills Enjoys working in an administrative capacity in an Administrative / Practice Manager role. Comfortable dealing with High-Net-Worth clients Good team player High level of accuracy and attention to detail Trustworthy and loyal, seeking longevity in role Excellent telephone manner and well presented Enthusiastic and willing to learn Additional Information Salary: £23-28K per annum pro-rata, dependant on skills and experience. Role type: Full-time employed role Location: Moorgate, London (EC2V) Hours of work: 37.5 hours per week, 7.5 hours per day flexible between 8am - 6.00pm (recognition that extra hours may be required during peak times such as tax year end). Holiday entitlement: 25 days per annum, plus bank holidays. Training: Full training shall be provided Pension: Auto-enrolment pension scheme For further details, or to apply for this excellent opportunity, please apply online.
Are you an experienced, senior IFA Administrator/PA who enjoys supporting one Adviser? Do you thrive on being efficient, using your initiative, working pro-actively and autonomously? Imagine being part of a small team, where your experience will REALLY make a difference. Imagine having flexibility in your working day, with the option of working remotely for part of your week. The role will see you working for an Independent Financial Adviser in Gateshead, operating out of modern offices (with free parking and excellent transport links), on a full-time basis. You'll be responsible for all of the administrative function - from organising appointments, preparation of meeting packs and processing of business (pensions, investments and protection) to successful conclusion. Your sole purpose is to be a step ahead of the Adviser, keeping them organised and enabling him to be highly productive. A generous salary is on offer and exceptional candidates are invited to apply.
Apr 16, 2024
Full time
Are you an experienced, senior IFA Administrator/PA who enjoys supporting one Adviser? Do you thrive on being efficient, using your initiative, working pro-actively and autonomously? Imagine being part of a small team, where your experience will REALLY make a difference. Imagine having flexibility in your working day, with the option of working remotely for part of your week. The role will see you working for an Independent Financial Adviser in Gateshead, operating out of modern offices (with free parking and excellent transport links), on a full-time basis. You'll be responsible for all of the administrative function - from organising appointments, preparation of meeting packs and processing of business (pensions, investments and protection) to successful conclusion. Your sole purpose is to be a step ahead of the Adviser, keeping them organised and enabling him to be highly productive. A generous salary is on offer and exceptional candidates are invited to apply.
Lime People Search & Select Ltd
Sheffield, Yorkshire
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you'll be responsible for the following: Administration duties To arrange basic administration requirements from file notes as instructed Collating costs & charges information for annual review purposes Preparing valuations / client packs for client meetings To send off letters by email and post as required To be responsible for scanning and administrative duties as required To telephone clients when required Day to day reception duties To be responsible for the main reception duties during opening hours To be the first contact for answering and directing telephone calls Opening of post in morning & allocation to staff To deal with clients at the front desk in a polite and courteous manner To arrange refreshments for clients and advisers as necessary To take accurate messages for advisers and members of staff as necessary To undertake photocopying / scanning duties as requested To be responsible for franking of outgoing post To ensure sufficient supplies of stationery / consumables / sundries Ideally we would be seeking an individual who has around 1+ years experience working within a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector. A great salary and working environment is offered for this role, which is office based in Sheffield.
Apr 15, 2024
Full time
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you'll be responsible for the following: Administration duties To arrange basic administration requirements from file notes as instructed Collating costs & charges information for annual review purposes Preparing valuations / client packs for client meetings To send off letters by email and post as required To be responsible for scanning and administrative duties as required To telephone clients when required Day to day reception duties To be responsible for the main reception duties during opening hours To be the first contact for answering and directing telephone calls Opening of post in morning & allocation to staff To deal with clients at the front desk in a polite and courteous manner To arrange refreshments for clients and advisers as necessary To take accurate messages for advisers and members of staff as necessary To undertake photocopying / scanning duties as requested To be responsible for franking of outgoing post To ensure sufficient supplies of stationery / consumables / sundries Ideally we would be seeking an individual who has around 1+ years experience working within a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector. A great salary and working environment is offered for this role, which is office based in Sheffield.
Job Title: Financial Planning Administrator Location: Kettering Salary: £25,000 - £29,000 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 new Administrator to join their back office team. They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well. Having seen strong growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package and clear career progression to develop your career within this sector. They invest heavily in growing and developing their own talent so the chance to progress will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to both the paraplanning team and the planners within the firm. The ideal candidate would be comfortable communicating with 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, as this role can develop towards paraplanning or advising in the future if you were looking to head in this direction. 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 services firm would be advantageous Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. Strong attention to detail and numerical ability. If you are interested in discussing this position, then please get in touch with Capio Recruitment.
Apr 15, 2024
Full time
Job Title: Financial Planning Administrator Location: Kettering Salary: £25,000 - £29,000 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 new Administrator to join their back office team. They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well. Having seen strong growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package and clear career progression to develop your career within this sector. They invest heavily in growing and developing their own talent so the chance to progress will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to both the paraplanning team and the planners within the firm. The ideal candidate would be comfortable communicating with 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, as this role can develop towards paraplanning or advising in the future if you were looking to head in this direction. 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 services firm would be advantageous Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. Strong attention to detail and numerical ability. If you are interested in discussing this position, then please get in touch with Capio Recruitment.
Job Title: Trainee Paraplanner Location: Kettering Salary: £27,000 - £32,000 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 new Administrator to join their back office team. They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well. Having seen strong growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package and clear career progression to develop your career within this sector. They invest heavily in growing and developing their own talent so the chance to progress will be available. The Role: This role would sit within the back-office function of the business and would involve a combination of administrative and paraplanning duties as you progress within the role. 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, as this role can develop towards advising in the future if you were looking to head in this direction. 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 services firm would be advantageous Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. Strong attention to detail and numerical ability. Please contact us at Capio to discuss this position further.
Apr 15, 2024
Full time
Job Title: Trainee Paraplanner Location: Kettering Salary: £27,000 - £32,000 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 new Administrator to join their back office team. They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well. Having seen strong growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package and clear career progression to develop your career within this sector. They invest heavily in growing and developing their own talent so the chance to progress will be available. The Role: This role would sit within the back-office function of the business and would involve a combination of administrative and paraplanning duties as you progress within the role. 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, as this role can develop towards advising in the future if you were looking to head in this direction. 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 services firm would be advantageous Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. Strong attention to detail and numerical ability. Please contact us at Capio to discuss this position further.
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a full-time employed basis. Role Overview You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity. The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn and build a career in Wealth Management, will be a major benefit to the successful applicant. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. The role will include an element of sales / marketing at a basic level, therefore, it is essential the individual is comfortable on the telephone speaking to clients of high net worth. The successful candidate will be given the opportunity to develop and grow within the role, completing the Level 4 Diploma in Financial Planning (DipPFS) exams to work towards becoming a competent Paraplanner within the medium term or a financial adviser themselves in the long term (within 3-5years). Either aspiring future financial advisers / Paraplanners willing to start their career within an Administrative sales support capacity would be particularly suited to this role, or long term administrator wishing to grow their career into a more senior administrative position. Full training will be provided in all administrative area of the role. Role content: The role will include, but is not limited to the following responsibilities: Client / Team communication Pro-active and structured approach to the Practice's administration needs, ensuring the smooth running of the back office support Dealing with client queries via telephone, email, face-to-face or in writing as required Introduction to face to face client meetings once fully trained in the role Meeting preparation Using financial software to provide data analysis of clients' funds and investments (via FE Analytics / Voyant once trained) Producing personalised illustrations, and obtaining up to date wealth accounts Preparing critical yield calculations Liaising with pension and investment companies Preparing meeting packs in advance of client meetings Administration Liaising with internal central administration centres regarding client's funds and investments Switching of client funds and processing fund surrenders Setting up new clients on iBusiness, and keeping all client information up to date where required Issuing and chasing letters of authority Marketing / Sales Proactively contacting clients to introduce topical seminars to them Contacting clients to arrange meetings with the financial adviser Business Processing Electronic Business Submission processing Processing paper application forms Basic suitability letter preparation Technical skills required Previous Financial Service experience preferred, but not essential as full training will be provided. First class organisational skills to deliver against a wide variety of tasks Effective communication skills verbally, face to face and in writing Strong interpersonal skills Ability to work flexibly Highly computer literate: Word, Excel, Outlook Personal attributes Education experience in related field e.g Economics, Finance, Accounting etc (not essential but highly desirable), OR relevant work experience in a similar role Ability to manage own workloads and multitask where appropriate Able to work independently, disciplined in work approach with the ability to get the job done Professional and approachable manner to clients and colleagues Well presented Ability to work effectively under pressure to meet tight deadlines where required Able to deal with individuals at all levels, including those of high net worth Able to work in a high confidential and discreet environment Exceptional attention to detail Pro-active in approach Naturally comfortable working in a numeric environment Reliable and committed long term to a career in Wealth Management Additional information No previous experience in the field required Salary: £25-28K depending on experience (Guaranteed earnings) for graduates or experienced candidates. Salary: £24-25K for A Level school leaver candidates Role type: Employed role Location: Moorgate, London, EC2V 5DE Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard. Training: Full training shall be provided Holiday: 25 days plus bank holiday (paid holiday entitlement) To apply for this excellent opportunity or for further information, please apply online
Apr 15, 2024
Full time
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a full-time employed basis. Role Overview You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity. The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn and build a career in Wealth Management, will be a major benefit to the successful applicant. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. The role will include an element of sales / marketing at a basic level, therefore, it is essential the individual is comfortable on the telephone speaking to clients of high net worth. The successful candidate will be given the opportunity to develop and grow within the role, completing the Level 4 Diploma in Financial Planning (DipPFS) exams to work towards becoming a competent Paraplanner within the medium term or a financial adviser themselves in the long term (within 3-5years). Either aspiring future financial advisers / Paraplanners willing to start their career within an Administrative sales support capacity would be particularly suited to this role, or long term administrator wishing to grow their career into a more senior administrative position. Full training will be provided in all administrative area of the role. Role content: The role will include, but is not limited to the following responsibilities: Client / Team communication Pro-active and structured approach to the Practice's administration needs, ensuring the smooth running of the back office support Dealing with client queries via telephone, email, face-to-face or in writing as required Introduction to face to face client meetings once fully trained in the role Meeting preparation Using financial software to provide data analysis of clients' funds and investments (via FE Analytics / Voyant once trained) Producing personalised illustrations, and obtaining up to date wealth accounts Preparing critical yield calculations Liaising with pension and investment companies Preparing meeting packs in advance of client meetings Administration Liaising with internal central administration centres regarding client's funds and investments Switching of client funds and processing fund surrenders Setting up new clients on iBusiness, and keeping all client information up to date where required Issuing and chasing letters of authority Marketing / Sales Proactively contacting clients to introduce topical seminars to them Contacting clients to arrange meetings with the financial adviser Business Processing Electronic Business Submission processing Processing paper application forms Basic suitability letter preparation Technical skills required Previous Financial Service experience preferred, but not essential as full training will be provided. First class organisational skills to deliver against a wide variety of tasks Effective communication skills verbally, face to face and in writing Strong interpersonal skills Ability to work flexibly Highly computer literate: Word, Excel, Outlook Personal attributes Education experience in related field e.g Economics, Finance, Accounting etc (not essential but highly desirable), OR relevant work experience in a similar role Ability to manage own workloads and multitask where appropriate Able to work independently, disciplined in work approach with the ability to get the job done Professional and approachable manner to clients and colleagues Well presented Ability to work effectively under pressure to meet tight deadlines where required Able to deal with individuals at all levels, including those of high net worth Able to work in a high confidential and discreet environment Exceptional attention to detail Pro-active in approach Naturally comfortable working in a numeric environment Reliable and committed long term to a career in Wealth Management Additional information No previous experience in the field required Salary: £25-28K depending on experience (Guaranteed earnings) for graduates or experienced candidates. Salary: £24-25K for A Level school leaver candidates Role type: Employed role Location: Moorgate, London, EC2V 5DE Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard. Training: Full training shall be provided Holiday: 25 days plus bank holiday (paid holiday entitlement) To apply for this excellent opportunity or for further information, please apply online
Part-time Administrator required to join an award-winning consultancy who provided advice on pensions, investments, insurance, energy, health analytics and employee benefit to nearly one quarter of the FTSE250 and half of the FTSE100 firms. Working within a team of over 1000 across the UK, this is a great opportunity to work with a company who really invest and appreciate their staff. Offering amazing benefits, an inclusive environment, the opportunity to upskill and learn, a long with lots of fun socials and hybrid working, this truly is a great place to work. Supporting the Pensions Admin Team, they are looking for someone with some office admin experience, but personality and the ability to muck in and learn is key. The role will be working 3 days per week / 21 hours - and you must be available to work on Thursdays and Fridays. Daily duties to include: Answering client helplines where you will be required to perform security checks prior to assisting with queries, or taking change of details by telephone in connection with an individual case Opening and scanning of post each day; scanning it to the workflow system and distributing to team members Updating and reconciling postal logs Retrieving archive files on a daily basis, scanning the required case history to the workflow system Provide regular support in the scanning of documentation in line with the departmental paperless policy Supporting the departments daily printing needs with individual cases Supporting bulk print and mailout exercises in accordance with internal deadlines Monitoring of the team's mailbox, including the allocation of work to the workflow system Updating the Portal post log with any submissions received to the mailbox Monitoring our Pension Enquires box, forwarding on the emails to the relevant teams Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements Support ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and make travel arrangements. Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR Update and inform the team leader and others on the current state of all work in progress and outstanding work
Apr 15, 2024
Full time
Part-time Administrator required to join an award-winning consultancy who provided advice on pensions, investments, insurance, energy, health analytics and employee benefit to nearly one quarter of the FTSE250 and half of the FTSE100 firms. Working within a team of over 1000 across the UK, this is a great opportunity to work with a company who really invest and appreciate their staff. Offering amazing benefits, an inclusive environment, the opportunity to upskill and learn, a long with lots of fun socials and hybrid working, this truly is a great place to work. Supporting the Pensions Admin Team, they are looking for someone with some office admin experience, but personality and the ability to muck in and learn is key. The role will be working 3 days per week / 21 hours - and you must be available to work on Thursdays and Fridays. Daily duties to include: Answering client helplines where you will be required to perform security checks prior to assisting with queries, or taking change of details by telephone in connection with an individual case Opening and scanning of post each day; scanning it to the workflow system and distributing to team members Updating and reconciling postal logs Retrieving archive files on a daily basis, scanning the required case history to the workflow system Provide regular support in the scanning of documentation in line with the departmental paperless policy Supporting the departments daily printing needs with individual cases Supporting bulk print and mailout exercises in accordance with internal deadlines Monitoring of the team's mailbox, including the allocation of work to the workflow system Updating the Portal post log with any submissions received to the mailbox Monitoring our Pension Enquires box, forwarding on the emails to the relevant teams Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements Support ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and make travel arrangements. Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR Update and inform the team leader and others on the current state of all work in progress and outstanding work
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Apr 15, 2024
Full time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 15, 2024
Full time
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Position: IFA Administrator - £23,000 - £26,000 per annum. Location: Longbridge, UK We are excited to announce a new opportunity for a IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals. The Role: They are looking for an IFA Admin Assistant to join their team based at their offices near Longbridge office. They are looking for someone who can bring some prior work experience/exposure to a Financial Services environment, along with a great telephone manner and admin skills. The right candidate will be highly organised and a good communicator. This role would suit someone looking to carve out a career in Financial Services. The company will support you in growth and development and reward you for hitting targets in your role. Requirements: Some prior experience in a Financial Services environment Basic understanding of financial products e.g. pensions and investments Excellent telephone manner Highly organised Good attention to detail Previous administration experience In return the company offers: 28 days holiday (Including Bank Holiday) - Rising with years' service. Company Pension Plan Career progression Team Social Events Quarterly bonus (subject to targets) If you would like to work for a reputable company as an IFA Administrator apply today to find out more.
Apr 15, 2024
Full time
Position: IFA Administrator - £23,000 - £26,000 per annum. Location: Longbridge, UK We are excited to announce a new opportunity for a IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals. The Role: They are looking for an IFA Admin Assistant to join their team based at their offices near Longbridge office. They are looking for someone who can bring some prior work experience/exposure to a Financial Services environment, along with a great telephone manner and admin skills. The right candidate will be highly organised and a good communicator. This role would suit someone looking to carve out a career in Financial Services. The company will support you in growth and development and reward you for hitting targets in your role. Requirements: Some prior experience in a Financial Services environment Basic understanding of financial products e.g. pensions and investments Excellent telephone manner Highly organised Good attention to detail Previous administration experience In return the company offers: 28 days holiday (Including Bank Holiday) - Rising with years' service. Company Pension Plan Career progression Team Social Events Quarterly bonus (subject to targets) If you would like to work for a reputable company as an IFA Administrator apply today to find out more.
Reed Bury St Edmunds are working with a Prestigious company seeking Administrators /Team Support If you are seeking a role where you can develop and grow, then our client has the tool kit to provide the development and training, plus hosts a great list of Benefits all focussed on your personal Career growth. Job Type: Full-time 35 hours per week Office Based Location: Bury St Edmunds Salary: £23,000 - £25,000 We are currently seeking a Team Support professional to join our private client team. The successful candidate will provide essential administrative support, ensuring that the team has access to timely and accurate information and that client records are meticulously maintained. Day to Day of the Role: Input fact-find details onto internal systems. Undertake scanning and ensure information is saved correctly. Collate information and prepare client review meeting packs. Input and analyse completed risk profile questionnaires. Undertake post-review work in accordance with the checklist. Liaise with the team regarding reviews due each month and keep opportunities up to date. Complete anti-money laundering checks for individuals and corporate clients. Generate policy information request letters and send to providers, setting up the event list and analysis sheet. Complete policy analysis and provide general administrative support to the private client team. Maintain and update personal talent development records, ensuring objectives and training impacts are recorded. Required Skills & Qualifications: Exceptional attention to detail and accuracy. Proficiency in computer literacy and data management. Analytical skills with the ability to organise and prioritise effectively. Strong time management skills and the ability to build and maintain relationships. Excellent communication skills, both written and verbal. Ability to identify and raise any issues or errors and follow rules and procedures. Desirable: Progress towards the Diploma in Financial Planning. Knowledge of pensions and investments. Mentoring skills and the ability to work proactively and on own initiative. Creativity and innovation. Personal Attributes: Professional behaviour, trustworthiness, integrity, and a curious nature with a willingness to learn and improve. Willingness to help and support the wider team, including covering reception/IT queries. How to Apply: To apply for the Team Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Apr 14, 2024
Full time
Reed Bury St Edmunds are working with a Prestigious company seeking Administrators /Team Support If you are seeking a role where you can develop and grow, then our client has the tool kit to provide the development and training, plus hosts a great list of Benefits all focussed on your personal Career growth. Job Type: Full-time 35 hours per week Office Based Location: Bury St Edmunds Salary: £23,000 - £25,000 We are currently seeking a Team Support professional to join our private client team. The successful candidate will provide essential administrative support, ensuring that the team has access to timely and accurate information and that client records are meticulously maintained. Day to Day of the Role: Input fact-find details onto internal systems. Undertake scanning and ensure information is saved correctly. Collate information and prepare client review meeting packs. Input and analyse completed risk profile questionnaires. Undertake post-review work in accordance with the checklist. Liaise with the team regarding reviews due each month and keep opportunities up to date. Complete anti-money laundering checks for individuals and corporate clients. Generate policy information request letters and send to providers, setting up the event list and analysis sheet. Complete policy analysis and provide general administrative support to the private client team. Maintain and update personal talent development records, ensuring objectives and training impacts are recorded. Required Skills & Qualifications: Exceptional attention to detail and accuracy. Proficiency in computer literacy and data management. Analytical skills with the ability to organise and prioritise effectively. Strong time management skills and the ability to build and maintain relationships. Excellent communication skills, both written and verbal. Ability to identify and raise any issues or errors and follow rules and procedures. Desirable: Progress towards the Diploma in Financial Planning. Knowledge of pensions and investments. Mentoring skills and the ability to work proactively and on own initiative. Creativity and innovation. Personal Attributes: Professional behaviour, trustworthiness, integrity, and a curious nature with a willingness to learn and improve. Willingness to help and support the wider team, including covering reception/IT queries. How to Apply: To apply for the Team Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Worsley - Executive Assistant 35k to 37k Negotiable depending on experience 8:30am-5:30pm (Office Based).The Company:Our client is a management consultancy with over 50 years of experience, dedicated to supporting their clients in managing their workforce, they specialise in restricting complex businesses across various industries, revitalising under performing operations, enhancing efficiency in the public sector and maximise returns on investments. They serve clients across all sectors, from multinational corporations to regional and local enterprises. The Role:This role will oversee and manage Office administration duties, Assisting with high quality support of a team of skilled consultants, directors, and employment lawyers with a range of tasks.Key responsibilities: Preparing accurate letters, proposals, and reports. Managing diaries, arranging appointments, and booking lunches Ensuring processes are completed in full and correctly from start to finish. Organising travel and hotel accommodation Maintaining databases and data cleansing Liaising with clients Answering the phone Photocopying and binding Supporting other administrators Helping to organise events. Assisting with the management of our facilities Generating CVs for internal recruitment positionsThe ideal candidate will meet the following criteria: Be able to work to tight deadlines and to prioritise your workload. Have excellent communication skills. Have a high attention to detail. Have a flexible approach to workload and hours of work. Be an advanced user of Microsoft Word and PowerPoint and be proficient in the rest of the Microsoft Office programmes. Knowledge of Adobe Illustrator and InDesign would be good. Be able to drive and have access to your own vehicle. Be educated to A-Level and GCSE (B grade and above) standard. Ideally have a degree Be able to produce excellent quality written work. Be looking for a long-term position.What they offer: 25 days annual leave, plus an additional Bank Holidays. Company Pension. Bupa private medical insurance. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 14, 2024
Full time
Worsley - Executive Assistant 35k to 37k Negotiable depending on experience 8:30am-5:30pm (Office Based).The Company:Our client is a management consultancy with over 50 years of experience, dedicated to supporting their clients in managing their workforce, they specialise in restricting complex businesses across various industries, revitalising under performing operations, enhancing efficiency in the public sector and maximise returns on investments. They serve clients across all sectors, from multinational corporations to regional and local enterprises. The Role:This role will oversee and manage Office administration duties, Assisting with high quality support of a team of skilled consultants, directors, and employment lawyers with a range of tasks.Key responsibilities: Preparing accurate letters, proposals, and reports. Managing diaries, arranging appointments, and booking lunches Ensuring processes are completed in full and correctly from start to finish. Organising travel and hotel accommodation Maintaining databases and data cleansing Liaising with clients Answering the phone Photocopying and binding Supporting other administrators Helping to organise events. Assisting with the management of our facilities Generating CVs for internal recruitment positionsThe ideal candidate will meet the following criteria: Be able to work to tight deadlines and to prioritise your workload. Have excellent communication skills. Have a high attention to detail. Have a flexible approach to workload and hours of work. Be an advanced user of Microsoft Word and PowerPoint and be proficient in the rest of the Microsoft Office programmes. Knowledge of Adobe Illustrator and InDesign would be good. Be able to drive and have access to your own vehicle. Be educated to A-Level and GCSE (B grade and above) standard. Ideally have a degree Be able to produce excellent quality written work. Be looking for a long-term position.What they offer: 25 days annual leave, plus an additional Bank Holidays. Company Pension. Bupa private medical insurance. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.