Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme s benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required. • Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this. • Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration. • Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved. • Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager • Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes. • Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience. • Administration experience • Customer service experience • Accuracy and ability to follow instructions • Computer literacy • Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator • Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period) • Flexi time with the ability to generate additional leave • 26 days holiday entitlement, including Christmas closure • Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you re paying in • Getting to work schemes • Private Medical Insurance • Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We re a Hybrid scheme and having recently become a Master Trust. We re the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL • managing where that money is invested • making sure we pay the right pension to the right person at the right time.
Apr 18, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme s benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required. • Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this. • Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration. • Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved. • Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager • Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes. • Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience. • Administration experience • Customer service experience • Accuracy and ability to follow instructions • Computer literacy • Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator • Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period) • Flexi time with the ability to generate additional leave • 26 days holiday entitlement, including Christmas closure • Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you re paying in • Getting to work schemes • Private Medical Insurance • Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you re a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We re a Hybrid scheme and having recently become a Master Trust. We re the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL • managing where that money is invested • making sure we pay the right pension to the right person at the right time.
Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workloads and be confident working to deadlines. The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. You will ideally have some industry experience and have worked in an administrative or support role previously. Role Overview: General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents. General support to Advisers and Paraplanners, including helping the team prepare, co-ordinate and follow up on client meetings. Dealing effectively with the submission of new business in a timely manner, including accurate completion and submission of application forms, submission of business via platforms and online. Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner. Processing of back-office tasks such as billing and recording commission and adviser fees on our systems Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations. Assisting the Senior Financial Planning Administrator with training new recruits on systems and processes. Ensure compliance with financial regulations and company policies. The ideal candidate will have: At least three years' experience in an administrative or support role in Financial Services. Excellent computer skills. Excellent organisational ability and with a strong eye for detail. Ability to communicate at all levels. Be able to work well under pressure, managing a varied workload whilst remaining organised and focused. A relevant qualification would be desirable, although not essential. What you will receive: Competitive salary Generous holiday entitlement and day off on your birthday Holiday purchase/sale scheme Flexible home working policy Matching employer pension contributions Private health insurance Employee assistance programme Length of service recognition Social events Study support for a Financial Planning Administration qualification V/12658
Apr 17, 2024
Full time
Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workloads and be confident working to deadlines. The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. You will ideally have some industry experience and have worked in an administrative or support role previously. Role Overview: General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents. General support to Advisers and Paraplanners, including helping the team prepare, co-ordinate and follow up on client meetings. Dealing effectively with the submission of new business in a timely manner, including accurate completion and submission of application forms, submission of business via platforms and online. Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner. Processing of back-office tasks such as billing and recording commission and adviser fees on our systems Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations. Assisting the Senior Financial Planning Administrator with training new recruits on systems and processes. Ensure compliance with financial regulations and company policies. The ideal candidate will have: At least three years' experience in an administrative or support role in Financial Services. Excellent computer skills. Excellent organisational ability and with a strong eye for detail. Ability to communicate at all levels. Be able to work well under pressure, managing a varied workload whilst remaining organised and focused. A relevant qualification would be desirable, although not essential. What you will receive: Competitive salary Generous holiday entitlement and day off on your birthday Holiday purchase/sale scheme Flexible home working policy Matching employer pension contributions Private health insurance Employee assistance programme Length of service recognition Social events Study support for a Financial Planning Administration qualification V/12658
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
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Apr 15, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Role Title: Director - UK Pension Member Operations Location: London , UK What will you be doing: The role sits within the Pensions and Benefits team and provides the opportunity to become part of a highly effective in-house pensions executive team, comprising a mixture of experienced pension professionals, dedicated to following best practice in all areas, for the benefit of pension plan members and Barclays. In the UK, Barclays has a legacy trust based Defined Benefit (DB) pension plan, called the Barclays Bank UK Retirement Fund (UKRF), with over 200,000 members and in excess of £25bn of assets including £2bn in Defined Contribution (DC) assets. The UKRF is overseen by an independent non-executive Trustee Board. The role holder will support the UKRF CEO with effective governance and management of stakeholders working with the internal Pensions and Barclays functions, the Third Party Administrator and external advisers to ensure excellence in all areas. This will include both BAU, strategic and regulatory project activity.The role holder will lead development and oversight of the UKRF operational and engagement strategies and the management and engagement of the Third Party Administrator, other operational suppliers and advisers. The role is part of the senior leadership team supporting the UKRF Trustee and involves regular interaction with both the Trustee Board and other senior Barclays stakeholders. The role will require travel to London on a monthly basis to attend Trustee Board and committee meetings. Key Accountabilities Lead on strategic development and oversight of implementation of all aspects of the UKRF operational strategy for pension fund members including 3 rd party outsourced pension administration, member engagement and communications strategy for DB and DC members. Lead development, oversight, implementation and ongoing management of a member engagement strategy (including digital journeys and use of public website) and corresponding engagement model designed to enhance the engagement and support offered to UKRF members throughout their membership. Accountable executive for the third party pension administrator (on behalf of the UKRF Trustee), including service provision and monitoring, implementation of Trustee strategy for member experience, operational related legislative compliance, regular reporting and commercial terms negotiations. Accountable for a UKRF Trustee sub-committee including development of the strategic forward agenda and delivery of meeting papers, supported by the Scheme Secretary and working closely with the Trustee sub-committee Chair. Management of strategic, operational and regulatory project activity across the pension fund as required; defining scope, resources, benefits and ensuring the timely implementation of projects. Responsible for member complaints, disputes, management of issue resolution and rectification. Stakeholder Management and Leadership Member of the Trustee senior leadership team and other decision-making committees covering all aspects of delegated UK pension activity including DB and DC governance, finance, funding, risk, operations, administration and investment. Professional self-confidence and integrity together with experience of managing internal stakeholders and external consultants. Highly developed influencing skills, a natural ability to build, maintain and manage complex relationships to achieve outcomes. Effective collaboration and partnership with other team Directors and across other HR teams to deliver excellence to stakeholders, Barclays employees and pension scheme members. People management - including responsible for performance management and talent development, and being on-site lead in Glasgow for the pensions team (approx. 6 roles). What we're looking for: Extensive experience of working in a communications role within an occupational pension scheme environment. Significant technical understanding of managing the operations of a UK hybrid occupational pension scheme. Relevant professional qualifications, e.g. APMI, FIA (or equivalent) Knowledge and application of UK pensions legislation and up to date awareness of current pension industry initiatives and developments relevant to occupational pensions schemes. Skills that will help you in your role : Experience of working with or in a Third Party Administrator. Experience of assessing and interpreting complex and detailed regulatory for UK pension schemes, best practice and policy changes and apply, consider operational aspects in implementation.
Apr 12, 2024
Full time
Role Title: Director - UK Pension Member Operations Location: London , UK What will you be doing: The role sits within the Pensions and Benefits team and provides the opportunity to become part of a highly effective in-house pensions executive team, comprising a mixture of experienced pension professionals, dedicated to following best practice in all areas, for the benefit of pension plan members and Barclays. In the UK, Barclays has a legacy trust based Defined Benefit (DB) pension plan, called the Barclays Bank UK Retirement Fund (UKRF), with over 200,000 members and in excess of £25bn of assets including £2bn in Defined Contribution (DC) assets. The UKRF is overseen by an independent non-executive Trustee Board. The role holder will support the UKRF CEO with effective governance and management of stakeholders working with the internal Pensions and Barclays functions, the Third Party Administrator and external advisers to ensure excellence in all areas. This will include both BAU, strategic and regulatory project activity.The role holder will lead development and oversight of the UKRF operational and engagement strategies and the management and engagement of the Third Party Administrator, other operational suppliers and advisers. The role is part of the senior leadership team supporting the UKRF Trustee and involves regular interaction with both the Trustee Board and other senior Barclays stakeholders. The role will require travel to London on a monthly basis to attend Trustee Board and committee meetings. Key Accountabilities Lead on strategic development and oversight of implementation of all aspects of the UKRF operational strategy for pension fund members including 3 rd party outsourced pension administration, member engagement and communications strategy for DB and DC members. Lead development, oversight, implementation and ongoing management of a member engagement strategy (including digital journeys and use of public website) and corresponding engagement model designed to enhance the engagement and support offered to UKRF members throughout their membership. Accountable executive for the third party pension administrator (on behalf of the UKRF Trustee), including service provision and monitoring, implementation of Trustee strategy for member experience, operational related legislative compliance, regular reporting and commercial terms negotiations. Accountable for a UKRF Trustee sub-committee including development of the strategic forward agenda and delivery of meeting papers, supported by the Scheme Secretary and working closely with the Trustee sub-committee Chair. Management of strategic, operational and regulatory project activity across the pension fund as required; defining scope, resources, benefits and ensuring the timely implementation of projects. Responsible for member complaints, disputes, management of issue resolution and rectification. Stakeholder Management and Leadership Member of the Trustee senior leadership team and other decision-making committees covering all aspects of delegated UK pension activity including DB and DC governance, finance, funding, risk, operations, administration and investment. Professional self-confidence and integrity together with experience of managing internal stakeholders and external consultants. Highly developed influencing skills, a natural ability to build, maintain and manage complex relationships to achieve outcomes. Effective collaboration and partnership with other team Directors and across other HR teams to deliver excellence to stakeholders, Barclays employees and pension scheme members. People management - including responsible for performance management and talent development, and being on-site lead in Glasgow for the pensions team (approx. 6 roles). What we're looking for: Extensive experience of working in a communications role within an occupational pension scheme environment. Significant technical understanding of managing the operations of a UK hybrid occupational pension scheme. Relevant professional qualifications, e.g. APMI, FIA (or equivalent) Knowledge and application of UK pensions legislation and up to date awareness of current pension industry initiatives and developments relevant to occupational pensions schemes. Skills that will help you in your role : Experience of working with or in a Third Party Administrator. Experience of assessing and interpreting complex and detailed regulatory for UK pension schemes, best practice and policy changes and apply, consider operational aspects in implementation.
Wallace Hind Selection LTD
Loughborough, Leicestershire
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 12, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Wallace Hind Selection LTD
Market Harborough, Leicestershire
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 12, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Wallace Hind Selection LTD
Leicester, Leicestershire
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 12, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Apr 12, 2024
Full time
We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. BASIC SALARY: £28,000 - £33,000 BENEFITS: 25 Days Annual Leave plus Bank Holidays Study Support for Professional Development Pension Contribution Wellbeing Support Services Social Events LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over. COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham JOB DESCRIPTION: Administrator - IFA / Paraplanning The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly. Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to: Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans. Maintain accurate and up to date records of client information and financial plans. Monitor and chase applications across various platforms and providers. PERSON SPECIFICATION: Administrator - IFA / Paraplanning Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail. You'll also: Have knowledge around pensions, investments & financial planning concepts. Understand the FCA and up to date legislations. Have working knowledge of Intelligent Office. Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines. THE COMPANY: We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally. PROSPECTS: We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM17665, Wallace Hind Selection
Please apply on our Barnett Waddingham Careers Page With over 1400 people across 9 offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality...... click apply for full job details
Sep 21, 2022
Full time
Please apply on our Barnett Waddingham Careers Page With over 1400 people across 9 offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality...... click apply for full job details
DB Pensions Administration Consultant / Team Manager Home / Flexible Working Options London - £45,000 - £50,000 + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for a qualified senior technical expert DB Pensions Administrator to join their growing team...... click apply for full job details
Dec 03, 2021
Full time
DB Pensions Administration Consultant / Team Manager Home / Flexible Working Options London - £45,000 - £50,000 + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for a qualified senior technical expert DB Pensions Administrator to join their growing team...... click apply for full job details
DB Pensions Administration Consultant / Team Manager Home / Flexible Working Options Winchester - £competitive + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for a qualified senior technical expert DB Pensions Administrator to join their growing team...... click apply for full job details
Dec 02, 2021
Full time
DB Pensions Administration Consultant / Team Manager Home / Flexible Working Options Winchester - £competitive + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for a qualified senior technical expert DB Pensions Administrator to join their growing team...... click apply for full job details