Join a Dynamic IFA: IFA Administrator Opportunity! Are you ready to make your mark in an exciting administrative role? Look no further! We're seeking a proactive Administrator to join our client's dynamic IFA firm. As a vital part of our team, you'll manage the client lifecycle using our cutting-edge Intelligent Office system. Why Choose Us? Supportive Environment: Join a forward-thinking team that values your growth. Competitive Salary: Earn £25,000 - £32,000 as an IFA Administrator. Client-Centric: Be the bridge between our clients and financial success. Your Role: As an Administrator , you'll be at the heart of our operations: Client Interaction: Be the primary contact via phone, email, and letters. Precision Matters: Maintain accurate client records in Intelligent Office. Smooth Operations: Coordinate with providers for seamless investment management. Compliance Champion: Keep our processes on track by organizing client communications. Ideal Candidate: Experience: Familiarity with Investment and Pensions administration. Growth Mindset: Eager to develop within the financial services industry. Detail-Oriented: Accuracy is key Efficient Organizer: Juggle tasks and prioritize client needs effectively. Ready to embark on a rewarding career journey? Apply now and be part of our success story!
Apr 17, 2024
Full time
Join a Dynamic IFA: IFA Administrator Opportunity! Are you ready to make your mark in an exciting administrative role? Look no further! We're seeking a proactive Administrator to join our client's dynamic IFA firm. As a vital part of our team, you'll manage the client lifecycle using our cutting-edge Intelligent Office system. Why Choose Us? Supportive Environment: Join a forward-thinking team that values your growth. Competitive Salary: Earn £25,000 - £32,000 as an IFA Administrator. Client-Centric: Be the bridge between our clients and financial success. Your Role: As an Administrator , you'll be at the heart of our operations: Client Interaction: Be the primary contact via phone, email, and letters. Precision Matters: Maintain accurate client records in Intelligent Office. Smooth Operations: Coordinate with providers for seamless investment management. Compliance Champion: Keep our processes on track by organizing client communications. Ideal Candidate: Experience: Familiarity with Investment and Pensions administration. Growth Mindset: Eager to develop within the financial services industry. Detail-Oriented: Accuracy is key Efficient Organizer: Juggle tasks and prioritize client needs effectively. Ready to embark on a rewarding career journey? Apply now and be part of our success story!
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
Our client linked to an exceptional pensions company is actively looking to recruit a PENSIONS ADMINISTRATOR WITH A STRONG BACKGROUND WITHIN PENSIONS ADMINISTRATION AND WILL THEN BE CONSDERED. To be considered see below:- They are looking for a strong Pensions Administrator with previous experience in an officed based role who is looking for a new challenge see below. This role requires • Previous experience administering DB and/or DC schemes • Knowledge and understanding of the pensions industry • A numerical aptitude evidenced by work experience or academic achievements • Strong Maths and English GCSE or equivalent • Knowledge and experience of MS Office Products such as Excel and Word (or similar) • Strong organisation skills • A can-do attitude to strong Pensions Administration as outlined linked to the DB and DC skills. Excellent opportunity and in order to come forward you must have a strong Pensions Administrative background as outlined in DB and DC pensions.
Apr 17, 2024
Full time
Our client linked to an exceptional pensions company is actively looking to recruit a PENSIONS ADMINISTRATOR WITH A STRONG BACKGROUND WITHIN PENSIONS ADMINISTRATION AND WILL THEN BE CONSDERED. To be considered see below:- They are looking for a strong Pensions Administrator with previous experience in an officed based role who is looking for a new challenge see below. This role requires • Previous experience administering DB and/or DC schemes • Knowledge and understanding of the pensions industry • A numerical aptitude evidenced by work experience or academic achievements • Strong Maths and English GCSE or equivalent • Knowledge and experience of MS Office Products such as Excel and Word (or similar) • Strong organisation skills • A can-do attitude to strong Pensions Administration as outlined linked to the DB and DC skills. Excellent opportunity and in order to come forward you must have a strong Pensions Administrative background as outlined in DB and DC pensions.
GREAT OPPORTUNITY FOR A SKILLED DB AND DC PENSIONS ADMIN CANDIDATE. Our client linked to an exceptional pensions company is actively looking to recruit a PENSIONS ADMINISTRATOR WITH A STRONG BACKGROUND WITHIN PENSIONS ADMINISTRATION AND WILL THEN BE CONSDERED. To be considered see below:- They are looking for a strong Pensions Administrator with previous experience in an officed based role who is looking for a new challenge see below. This role requires • Previous experience administering DB and/or DC schemes • Knowledge and understanding of the pensions industry • A numerical aptitude evidenced by work experience or academic achievements • Strong Maths and English GCSE or equivalent • Knowledge and experience of MS Office Products such as Excel and Word (or similar) • Strong organisation skills • A can-do attitude to strong Pensions Administration as outlined linked to the DB and DC skills. Excellent opportunity and in order to come forward you must have a strong Pensions Administrative background as outlined in DB and DC pensions.
Apr 17, 2024
Full time
GREAT OPPORTUNITY FOR A SKILLED DB AND DC PENSIONS ADMIN CANDIDATE. Our client linked to an exceptional pensions company is actively looking to recruit a PENSIONS ADMINISTRATOR WITH A STRONG BACKGROUND WITHIN PENSIONS ADMINISTRATION AND WILL THEN BE CONSDERED. To be considered see below:- They are looking for a strong Pensions Administrator with previous experience in an officed based role who is looking for a new challenge see below. This role requires • Previous experience administering DB and/or DC schemes • Knowledge and understanding of the pensions industry • A numerical aptitude evidenced by work experience or academic achievements • Strong Maths and English GCSE or equivalent • Knowledge and experience of MS Office Products such as Excel and Word (or similar) • Strong organisation skills • A can-do attitude to strong Pensions Administration as outlined linked to the DB and DC skills. Excellent opportunity and in order to come forward you must have a strong Pensions Administrative background as outlined in DB and DC pensions.
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.
Anderson Recruitment Ltd
Gloucester, Gloucestershire
Customer Order Administrator - Hybrid Working! Brand new permanent opportunity to work in a driven, energetic and fast-growing company with a real opportunity to rapidly further your career. Our client based in Quedgeley, Gloucester, who export their products across Europe, Africa, and the Americas, are currently recruiting for a Customer Order Administrator to join the team. Reporting directly to the Customer Service Manager, you will be responsible for the management of the Domestic & Export customer accounts whilst providing support to Sales Representatives / distributors and co ordinating with internal departments such as purchasing, accounts and distribution. This role is a fantastic opportunity for someone who wants to excel both the growth of the company and your career by joining an established business experiencing rapid growth and development. Whilst previous office experience is preferred our client is happy to consider candidates who are looking for that step into the office environment, maybe from a retail/hospitality/catering background. Essentially you will be keen to learn with the ability to pick things up quickly. What's in it for you? - Working within a friendly and social team that enjoy team events such a bowling and bottomless brunch. - Hybrid working (2 days per week from home) - Company funded Summer BBQ's and Christmas Party. - 23 days holiday (3 days to be kept for Christmas shut down) + bank holidays. - You'll get to work in a driven, energetic and fast-growing company with a real opportunity to rapidly further your career. - Company pensions. - Free parking. Responsibilities: - Process all forms of customer orders. - Respond to customer and internal information requests via phone, email, fax and letter in a timely manner. - Provide creative assistance and advice to customers, using product knowledge excellence. - Provide support and assistance to Domestic Sales teams & international distributors. - Manage and deal with customer order delays and complaints. - Ensure all customer information is kept up to date and stored in line with company policies. - Any other tasks given to you by the management team. Candidate Attributes: - A professional, pro-active and can-do attitude. - A quick learner, able to problem solve quickly and take ownership comfortably. - Excellent oral and written communication skills. - Great attention to detail. Hours - Monday - Friday - 8.45am - 5pm. 2 days per week working from home on offer following probation. Salary - Up to £25,000 per annum, depending on experience.
Apr 17, 2024
Full time
Customer Order Administrator - Hybrid Working! Brand new permanent opportunity to work in a driven, energetic and fast-growing company with a real opportunity to rapidly further your career. Our client based in Quedgeley, Gloucester, who export their products across Europe, Africa, and the Americas, are currently recruiting for a Customer Order Administrator to join the team. Reporting directly to the Customer Service Manager, you will be responsible for the management of the Domestic & Export customer accounts whilst providing support to Sales Representatives / distributors and co ordinating with internal departments such as purchasing, accounts and distribution. This role is a fantastic opportunity for someone who wants to excel both the growth of the company and your career by joining an established business experiencing rapid growth and development. Whilst previous office experience is preferred our client is happy to consider candidates who are looking for that step into the office environment, maybe from a retail/hospitality/catering background. Essentially you will be keen to learn with the ability to pick things up quickly. What's in it for you? - Working within a friendly and social team that enjoy team events such a bowling and bottomless brunch. - Hybrid working (2 days per week from home) - Company funded Summer BBQ's and Christmas Party. - 23 days holiday (3 days to be kept for Christmas shut down) + bank holidays. - You'll get to work in a driven, energetic and fast-growing company with a real opportunity to rapidly further your career. - Company pensions. - Free parking. Responsibilities: - Process all forms of customer orders. - Respond to customer and internal information requests via phone, email, fax and letter in a timely manner. - Provide creative assistance and advice to customers, using product knowledge excellence. - Provide support and assistance to Domestic Sales teams & international distributors. - Manage and deal with customer order delays and complaints. - Ensure all customer information is kept up to date and stored in line with company policies. - Any other tasks given to you by the management team. Candidate Attributes: - A professional, pro-active and can-do attitude. - A quick learner, able to problem solve quickly and take ownership comfortably. - Excellent oral and written communication skills. - Great attention to detail. Hours - Monday - Friday - 8.45am - 5pm. 2 days per week working from home on offer following probation. Salary - Up to £25,000 per annum, depending on experience.
Executive Team Administrator We have an exciting opportunity for an Executive Team Administrator to join Essex & Herts Air Ambulance (EHAAT). This new role will work with the six members of the Executive Team in order to support them to carry out their roles successfully. Permanent £25,000 pa 37.5 hours/ 5 days a week (PT will be considered minimum of 4 days a week) The role will require working two days each week at North Weald, two days each week at Earls Colne plus one flexible day EXECUTIVE TEAM ADMINISTRATOR ROLE: You ll be working in a fast-paced, positive environment, amongst both crew and charity teams, where looking after our people s wellbeing is a top priority. Hybrid working offers our team the best of both worlds a healthy work-life balance whilst maintaining social connections with colleagues. Our Employee Assistance Programme (EAP) supports all our team and their direct family with focused support on financial, mental and physical wellbeing. We offer a pension scheme with an employer contribution up to 8%. Pension scheme members also benefit from an annual pensions review, life insurance and access to a virtual GP service 24/7. In addition, you will receive 24 days annual leave plus bank holidays, free car parking, and eligibility to join Blue Light Card which provides members with thousands of discounts online and on the high street. ABOUT THE EXECUTIVE TEAM ADMINISTRATOR RESPONSIBILITIES: Join us in a pivotal role as the Exec Team Administrator where you'll be at the heart of our organisation's operations, supporting senior management in shaping the future of our charity. This is so much more than administration work; it's a real opportunity to contribute to making a meaningful change and ensure the smooth functioning of our vital life-saving service. ABOUT YOU Whilst experience of working for an executive team is not necessary, previous experience in an administration role is Excellent people skills with proven acumen to handle delicate and complex situations whilst juggling multiple responsibilities with multiple stakeholders Demonstrated experience of dealing with highly confidential information Digitally savvy, with the ability to adapt and learn new systems, as well as using MS Office tools Ability to communicate effectively at all levels, both written and verbal Excellent organisational skills and strong attention to detail Ability to take comprehensive meeting minutes Ability to work independently and collaboratively as part of a small team Ability to take the initiative to forward plan, proactively find answers to queries and recommend solutions EXECUTIVE TEAM ADMINISTRATOR ROLE: TO APPLY Please submit a completed Application Form in Word format (NO CVs) and Equality and Diversity Form. Please address in your supporting statement how you meet the person specification for the role as fully as possible to demonstrate why you should be shortlisted for interview for this post. Failure to do so will result in your application being automatically rejected. We encourage you to let us know if you d like a little help with your application, or if you have any requirements at any stage of the recruitment process. The closing date for this role is 11:59pm on 7th April 2024.
Apr 17, 2024
Full time
Executive Team Administrator We have an exciting opportunity for an Executive Team Administrator to join Essex & Herts Air Ambulance (EHAAT). This new role will work with the six members of the Executive Team in order to support them to carry out their roles successfully. Permanent £25,000 pa 37.5 hours/ 5 days a week (PT will be considered minimum of 4 days a week) The role will require working two days each week at North Weald, two days each week at Earls Colne plus one flexible day EXECUTIVE TEAM ADMINISTRATOR ROLE: You ll be working in a fast-paced, positive environment, amongst both crew and charity teams, where looking after our people s wellbeing is a top priority. Hybrid working offers our team the best of both worlds a healthy work-life balance whilst maintaining social connections with colleagues. Our Employee Assistance Programme (EAP) supports all our team and their direct family with focused support on financial, mental and physical wellbeing. We offer a pension scheme with an employer contribution up to 8%. Pension scheme members also benefit from an annual pensions review, life insurance and access to a virtual GP service 24/7. In addition, you will receive 24 days annual leave plus bank holidays, free car parking, and eligibility to join Blue Light Card which provides members with thousands of discounts online and on the high street. ABOUT THE EXECUTIVE TEAM ADMINISTRATOR RESPONSIBILITIES: Join us in a pivotal role as the Exec Team Administrator where you'll be at the heart of our organisation's operations, supporting senior management in shaping the future of our charity. This is so much more than administration work; it's a real opportunity to contribute to making a meaningful change and ensure the smooth functioning of our vital life-saving service. ABOUT YOU Whilst experience of working for an executive team is not necessary, previous experience in an administration role is Excellent people skills with proven acumen to handle delicate and complex situations whilst juggling multiple responsibilities with multiple stakeholders Demonstrated experience of dealing with highly confidential information Digitally savvy, with the ability to adapt and learn new systems, as well as using MS Office tools Ability to communicate effectively at all levels, both written and verbal Excellent organisational skills and strong attention to detail Ability to take comprehensive meeting minutes Ability to work independently and collaboratively as part of a small team Ability to take the initiative to forward plan, proactively find answers to queries and recommend solutions EXECUTIVE TEAM ADMINISTRATOR ROLE: TO APPLY Please submit a completed Application Form in Word format (NO CVs) and Equality and Diversity Form. Please address in your supporting statement how you meet the person specification for the role as fully as possible to demonstrate why you should be shortlisted for interview for this post. Failure to do so will result in your application being automatically rejected. We encourage you to let us know if you d like a little help with your application, or if you have any requirements at any stage of the recruitment process. The closing date for this role is 11:59pm on 7th April 2024.
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
We're growing and want you to be a part of our journey. We are seeking a Senior Project Administrator to support our pension scheme administration service. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. With the support of administrators and team leaders you will be required to simultaneously deliver a number of different technical projects for clients. Organisational skills and the ability to prioritise competing demands are therefore essential. Whilst some knowledge of project management tools is advantageous it is not essential for this role. Previous experience of working on and delivering technical administration projects is our primary requirement. The types of projects you will be asked to work on will include: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; new scheme implementations; individual technical or high priority cases; scheme events; support and cover for the operational teams when necessary. The work is extremely varied, and you will be supported by an experienced and knowledgeable team. You will be expected to adapt quickly and to spend your time working on a mix of projects prioritised by their commercial and operational importance. Reporting to the project team leader you will be expected to work independently. Whilst the role does not have any direct management responsibilities you will be expected to work alongside the operational teams and manage any resources allocated to you for the delivery of your projects. This could include systems analysts, administrators or third-party suppliers. We are firstly looking for a technical administration specialist rather than someone from a project or client management background. You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation. You will be expected to deliver projects rather than manage resources and we are therefore looking for someone with experience of delivering administration projects rather than managing projects. Ideally you will have experience in working in a similar role or will have a strong technical background in pensions administration and are looking for a pensions project based role and a new challenge. This role can be based in one of our city centre offices in Croydon, Manchester, Reading, Birmingham, Belfast, Leeds or Glasgow with a hybrid workstyle. Role and Responsibilities Prioritising project and scheme work to ensure delivery in accordance with client Service Level Agreements. Processing scheme events and projects within targets ensuring it complies with internal standards and scheme and legislative rules. Peer reviewing and checking member and scheme events processed by less experienced Administrators to ensure they comply with the scheme rules and legislation. Producing letters, emails and reports based on set templates as well as producing bespoke letters, emails and reports where required. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attendance of Trustee or client meetings. Attending internal and external meetings to provide support and guidance on scheme event and project related administration issues. Keeping up to date with technical and scheme changes. Supporting and covering the operational teams where necessary. Identifying and recording non-core fee events. Liaising with contacts to maintain and build strong client relationships. Key Skills & Experience required: Demonstrable experience of delivering administration services to Defined Benefit pension schemes. Strong technical pensions and legislative knowledge and understanding. Experience of working in a third-party administration environment. Strong MS office skills. Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain awide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer: Acompetitive remuneration package, including a bonus scheme. A defined contributionpension scheme. Life insurance. Healthcare benefits. Income protection benefits. 25 days annual leave(plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas. Corporate Social Responsibility(CSR)allowance Flexible workingopportunities. Aflexible benefitspackage. Internal development programmes including (technical and non-technical) training support and mentor programmes. Where required study support including study days, materials and exam entry support. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
Apr 16, 2024
Full time
We're growing and want you to be a part of our journey. We are seeking a Senior Project Administrator to support our pension scheme administration service. This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. With the support of administrators and team leaders you will be required to simultaneously deliver a number of different technical projects for clients. Organisational skills and the ability to prioritise competing demands are therefore essential. Whilst some knowledge of project management tools is advantageous it is not essential for this role. Previous experience of working on and delivering technical administration projects is our primary requirement. The types of projects you will be asked to work on will include: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; new scheme implementations; individual technical or high priority cases; scheme events; support and cover for the operational teams when necessary. The work is extremely varied, and you will be supported by an experienced and knowledgeable team. You will be expected to adapt quickly and to spend your time working on a mix of projects prioritised by their commercial and operational importance. Reporting to the project team leader you will be expected to work independently. Whilst the role does not have any direct management responsibilities you will be expected to work alongside the operational teams and manage any resources allocated to you for the delivery of your projects. This could include systems analysts, administrators or third-party suppliers. We are firstly looking for a technical administration specialist rather than someone from a project or client management background. You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation. You will be expected to deliver projects rather than manage resources and we are therefore looking for someone with experience of delivering administration projects rather than managing projects. Ideally you will have experience in working in a similar role or will have a strong technical background in pensions administration and are looking for a pensions project based role and a new challenge. This role can be based in one of our city centre offices in Croydon, Manchester, Reading, Birmingham, Belfast, Leeds or Glasgow with a hybrid workstyle. Role and Responsibilities Prioritising project and scheme work to ensure delivery in accordance with client Service Level Agreements. Processing scheme events and projects within targets ensuring it complies with internal standards and scheme and legislative rules. Peer reviewing and checking member and scheme events processed by less experienced Administrators to ensure they comply with the scheme rules and legislation. Producing letters, emails and reports based on set templates as well as producing bespoke letters, emails and reports where required. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attendance of Trustee or client meetings. Attending internal and external meetings to provide support and guidance on scheme event and project related administration issues. Keeping up to date with technical and scheme changes. Supporting and covering the operational teams where necessary. Identifying and recording non-core fee events. Liaising with contacts to maintain and build strong client relationships. Key Skills & Experience required: Demonstrable experience of delivering administration services to Defined Benefit pension schemes. Strong technical pensions and legislative knowledge and understanding. Experience of working in a third-party administration environment. Strong MS office skills. Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain awide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer: Acompetitive remuneration package, including a bonus scheme. A defined contributionpension scheme. Life insurance. Healthcare benefits. Income protection benefits. 25 days annual leave(plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas. Corporate Social Responsibility(CSR)allowance Flexible workingopportunities. Aflexible benefitspackage. Internal development programmes including (technical and non-technical) training support and mentor programmes. Where required study support including study days, materials and exam entry support. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
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.
Principal Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Principal Pensions Administrator. This position is a permanent and the client is looking for ambitious individuals with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm click apply for full job details
Apr 16, 2024
Full time
Principal Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Principal Pensions Administrator. This position is a permanent and the client is looking for ambitious individuals with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm click apply for full job details
Executive Team Administrator We have an exciting opportunity for an Executive Team Administrator to join Essex & Herts Air Ambulance (EHAAT). This new role will work with the six members of the Executive Team in order to support them to carry out their roles successfully. Permanent £25,000 pa 37.5 hours/ 5 days a week (PT will be considered minimum of 4 days a week) The role will require working two days each week at North Weald, two days each week at Earls Colne plus one flexible day EXECUTIVE TEAM ADMINISTRATOR ROLE: You ll be working in a fast-paced, positive environment, amongst both crew and charity teams, where looking after our people s wellbeing is a top priority. Hybrid working offers our team the best of both worlds a healthy work-life balance whilst maintaining social connections with colleagues. Our Employee Assistance Programme (EAP) supports all our team and their direct family with focused support on financial, mental and physical wellbeing. We offer a pension scheme with an employer contribution up to 8%. Pension scheme members also benefit from an annual pensions review, life insurance and access to a virtual GP service 24/7. In addition, you will receive 24 days annual leave plus bank holidays, free car parking, and eligibility to join Blue Light Card which provides members with thousands of discounts online and on the high street. ABOUT THE EXECUTIVE TEAM ADMINISTRATOR RESPONSIBILITIES: Join us in a pivotal role as the Exec Team Administrator where you'll be at the heart of our organisation's operations, supporting senior management in shaping the future of our charity. This is so much more than administration work; it's a real opportunity to contribute to making a meaningful change and ensure the smooth functioning of our vital life-saving service. ABOUT YOU Whilst experience of working for an executive team is not necessary, previous experience in an administration role is Excellent people skills with proven acumen to handle delicate and complex situations whilst juggling multiple responsibilities with multiple stakeholders Demonstrated experience of dealing with highly confidential information Digitally savvy, with the ability to adapt and learn new systems, as well as using MS Office tools Ability to communicate effectively at all levels, both written and verbal Excellent organisational skills and strong attention to detail Ability to take comprehensive meeting minutes Ability to work independently and collaboratively as part of a small team Ability to take the initiative to forward plan, proactively find answers to queries and recommend solutions EXECUTIVE TEAM ADMINISTRATOR ROLE: TO APPLY Please submit a completed Application Form in Word format (NO CVs) and Equality and Diversity Form. Please address in your supporting statement how you meet the person specification for the role as fully as possible to demonstrate why you should be shortlisted for interview for this post. Failure to do so will result in your application being automatically rejected. We encourage you to let us know if you d like a little help with your application, or if you have any requirements at any stage of the recruitment process. The closing date for this role is 11:59pm on 7th April 2024.
Apr 16, 2024
Full time
Executive Team Administrator We have an exciting opportunity for an Executive Team Administrator to join Essex & Herts Air Ambulance (EHAAT). This new role will work with the six members of the Executive Team in order to support them to carry out their roles successfully. Permanent £25,000 pa 37.5 hours/ 5 days a week (PT will be considered minimum of 4 days a week) The role will require working two days each week at North Weald, two days each week at Earls Colne plus one flexible day EXECUTIVE TEAM ADMINISTRATOR ROLE: You ll be working in a fast-paced, positive environment, amongst both crew and charity teams, where looking after our people s wellbeing is a top priority. Hybrid working offers our team the best of both worlds a healthy work-life balance whilst maintaining social connections with colleagues. Our Employee Assistance Programme (EAP) supports all our team and their direct family with focused support on financial, mental and physical wellbeing. We offer a pension scheme with an employer contribution up to 8%. Pension scheme members also benefit from an annual pensions review, life insurance and access to a virtual GP service 24/7. In addition, you will receive 24 days annual leave plus bank holidays, free car parking, and eligibility to join Blue Light Card which provides members with thousands of discounts online and on the high street. ABOUT THE EXECUTIVE TEAM ADMINISTRATOR RESPONSIBILITIES: Join us in a pivotal role as the Exec Team Administrator where you'll be at the heart of our organisation's operations, supporting senior management in shaping the future of our charity. This is so much more than administration work; it's a real opportunity to contribute to making a meaningful change and ensure the smooth functioning of our vital life-saving service. ABOUT YOU Whilst experience of working for an executive team is not necessary, previous experience in an administration role is Excellent people skills with proven acumen to handle delicate and complex situations whilst juggling multiple responsibilities with multiple stakeholders Demonstrated experience of dealing with highly confidential information Digitally savvy, with the ability to adapt and learn new systems, as well as using MS Office tools Ability to communicate effectively at all levels, both written and verbal Excellent organisational skills and strong attention to detail Ability to take comprehensive meeting minutes Ability to work independently and collaboratively as part of a small team Ability to take the initiative to forward plan, proactively find answers to queries and recommend solutions EXECUTIVE TEAM ADMINISTRATOR ROLE: TO APPLY Please submit a completed Application Form in Word format (NO CVs) and Equality and Diversity Form. Please address in your supporting statement how you meet the person specification for the role as fully as possible to demonstrate why you should be shortlisted for interview for this post. Failure to do so will result in your application being automatically rejected. We encourage you to let us know if you d like a little help with your application, or if you have any requirements at any stage of the recruitment process. The closing date for this role is 11:59pm on 7th April 2024.
Senior Data and Projects Pensions Specialist Fantastic opportunity to work with a globally renowned FTSE business in London for 18 months. Advantage are seeking Pension Specialists with extensive pension operations experience in either an in-house or third-party administrator environment. This is a unique opportunity to work with an in-house Trustee services team who provide benefits to approx. 45,000 members with annual pension and other benefit payments of around £900 million a year and assets in excess of £18 billion. They process benefits in over 30 different currencies and you'll be overseeing the weekly and monthly pension payroll with payments exceeding £50 million per month. As a Senior Data and Projects Pensions Specialist you'll provide day-to-day delivery of complex pension project activities across various pension funds supported by the unit. Assisting in the management of key relationships with the 3rd party IT system providers and internal teams you will ensure integrity of data held on the pensions administration system is maintained whilst delivering the desired outcomes across multiple projects. These projects will include pensions system enhancements and data for activities such as actuarial valuations and GMP equalisation exercises. Responsibilities Integral role helping with the oversight of the main pension administration system supplied by a 3rd party (Compendia). This covers the day-to-day relationship with the 3rd party, being actively involved in upgrades and providing input on the strategic direction for the system. Overseeing schedule of activities required to ensure compliance with legislative and reportable events. Working with large volumes of sensitive and personal data to respond to time critical requests, actively delivering annual processes and reviewing the quality of data held in the TSU. For example, annual events include the production and delivery of pension benefit statements and valuation extracts for the Scheme actuary. A point of contact for relationship with key service providers, such as Equiniti, Altavia, Lexis Nexis, IT and internal Info Risk team. Working with these providers on cross-boundary projects, such as the implementation of a major pension IT system upgrade whilst ensuring business continuity throughout the project and the successful delivery of Pensions Dashboards. Provide support and coaching to the wider Data, Projects and Systems team of one person in London and five people in Krakow, assisting with their development and also providing pension specific training across the TSU. Candidate Skills and Experience Given the nature of the role, you should have extensive previous pension operations experience in either an in-house or third-party administrator environment. The successful applicant is expected to have the following: Pension qualifications (eg PMI, CPC) Excellent knowledge of UK defined benefit pension schemes Deep knowledge of UK pension legislation Experience of working with pension administration systems (preferably Compendia) Experience of working with large volumes of sensitive pensions data Knowledge and experience of external market practices and products in pensions Self-starter and effective team player Ability to influence, develop and lead Able to focus on the detail without losing sight of the broader issue or strategy Submit your CV now to be considered for this fantastic 18month contract opportunity with a globally renowned business.
Apr 16, 2024
Contractor
Senior Data and Projects Pensions Specialist Fantastic opportunity to work with a globally renowned FTSE business in London for 18 months. Advantage are seeking Pension Specialists with extensive pension operations experience in either an in-house or third-party administrator environment. This is a unique opportunity to work with an in-house Trustee services team who provide benefits to approx. 45,000 members with annual pension and other benefit payments of around £900 million a year and assets in excess of £18 billion. They process benefits in over 30 different currencies and you'll be overseeing the weekly and monthly pension payroll with payments exceeding £50 million per month. As a Senior Data and Projects Pensions Specialist you'll provide day-to-day delivery of complex pension project activities across various pension funds supported by the unit. Assisting in the management of key relationships with the 3rd party IT system providers and internal teams you will ensure integrity of data held on the pensions administration system is maintained whilst delivering the desired outcomes across multiple projects. These projects will include pensions system enhancements and data for activities such as actuarial valuations and GMP equalisation exercises. Responsibilities Integral role helping with the oversight of the main pension administration system supplied by a 3rd party (Compendia). This covers the day-to-day relationship with the 3rd party, being actively involved in upgrades and providing input on the strategic direction for the system. Overseeing schedule of activities required to ensure compliance with legislative and reportable events. Working with large volumes of sensitive and personal data to respond to time critical requests, actively delivering annual processes and reviewing the quality of data held in the TSU. For example, annual events include the production and delivery of pension benefit statements and valuation extracts for the Scheme actuary. A point of contact for relationship with key service providers, such as Equiniti, Altavia, Lexis Nexis, IT and internal Info Risk team. Working with these providers on cross-boundary projects, such as the implementation of a major pension IT system upgrade whilst ensuring business continuity throughout the project and the successful delivery of Pensions Dashboards. Provide support and coaching to the wider Data, Projects and Systems team of one person in London and five people in Krakow, assisting with their development and also providing pension specific training across the TSU. Candidate Skills and Experience Given the nature of the role, you should have extensive previous pension operations experience in either an in-house or third-party administrator environment. The successful applicant is expected to have the following: Pension qualifications (eg PMI, CPC) Excellent knowledge of UK defined benefit pension schemes Deep knowledge of UK pension legislation Experience of working with pension administration systems (preferably Compendia) Experience of working with large volumes of sensitive pensions data Knowledge and experience of external market practices and products in pensions Self-starter and effective team player Ability to influence, develop and lead Able to focus on the detail without losing sight of the broader issue or strategy Submit your CV now to be considered for this fantastic 18month contract opportunity with a globally renowned business.
Our client is a UK life and pensions company helping customers plan and save for the long term, with roots going back over 100 years. They operate in one of the largest, most sophisticated insurance markets in the world. Due to expansion, they're now seeking a Legal Counsel to join their thriving team in Aylesbury where there is a hybrid working policy in place. The role will pay a competitive basic salary, annual bonus and will come with a range of benefits. What is expected of the Legal Counsel? Provide expert legal counsel on the development of their business and throughout the transaction process. Interpret and present complex legal considerations and material. Draft, edit and review legal documentation and processes required in the run up to and throughout transactions, including alterations to standard terms and deal contracts Support the team and Executive Committee in managing third parties involved in the provision of services, including pension scheme trustees, administrators and EBCs). Work closely with the Compliance team and Executive Committee team understand the regulatory and legal landscape. Work closely with the Company Secretary to provide support on day-to-day company legal matters. Manage relationships with any external legal counsel and those assigned to act for third parties. Contribute to the risk management function Maintain up to date knowledge of legislative changes and industry best practice relevant to our business Maintain competence and fitness and propriety standards to the level required by the Company's regulators. Provide our client with access to any evidence of competence, fitness and propriety reasonably required, for example permission to carry out DBS and credit history checks. Comply with the FCA's conduct What we look for in a Legal Counsel? Minimum two years' post qualified experience (either in-house or in practice) Good knowledge and experience of life assurance and pensions business. Knowledge of defined benefit liability management/de-risking work. Experience working in the BPA sector desirable. What the Legal Counsel will receive? Competitive basic salary Annual bonus Hybrid working Full benefits package InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion/belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.
Apr 16, 2024
Full time
Our client is a UK life and pensions company helping customers plan and save for the long term, with roots going back over 100 years. They operate in one of the largest, most sophisticated insurance markets in the world. Due to expansion, they're now seeking a Legal Counsel to join their thriving team in Aylesbury where there is a hybrid working policy in place. The role will pay a competitive basic salary, annual bonus and will come with a range of benefits. What is expected of the Legal Counsel? Provide expert legal counsel on the development of their business and throughout the transaction process. Interpret and present complex legal considerations and material. Draft, edit and review legal documentation and processes required in the run up to and throughout transactions, including alterations to standard terms and deal contracts Support the team and Executive Committee in managing third parties involved in the provision of services, including pension scheme trustees, administrators and EBCs). Work closely with the Compliance team and Executive Committee team understand the regulatory and legal landscape. Work closely with the Company Secretary to provide support on day-to-day company legal matters. Manage relationships with any external legal counsel and those assigned to act for third parties. Contribute to the risk management function Maintain up to date knowledge of legislative changes and industry best practice relevant to our business Maintain competence and fitness and propriety standards to the level required by the Company's regulators. Provide our client with access to any evidence of competence, fitness and propriety reasonably required, for example permission to carry out DBS and credit history checks. Comply with the FCA's conduct What we look for in a Legal Counsel? Minimum two years' post qualified experience (either in-house or in practice) Good knowledge and experience of life assurance and pensions business. Knowledge of defined benefit liability management/de-risking work. Experience working in the BPA sector desirable. What the Legal Counsel will receive? Competitive basic salary Annual bonus Hybrid working Full benefits package InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion/belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.
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.
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.
About the Role We are seeking a Payroll Administrator with an understanding of Pensions to join our Pensions Team, as a Payroll Pension Administrator. You will be part of a team who administer Payroll and Pensions for our organisation, consisting of approximately 9,000 colleagues, and this number continues to grow click apply for full job details
Apr 16, 2024
Full time
About the Role We are seeking a Payroll Administrator with an understanding of Pensions to join our Pensions Team, as a Payroll Pension Administrator. You will be part of a team who administer Payroll and Pensions for our organisation, consisting of approximately 9,000 colleagues, and this number continues to grow click apply for full job details
Contractual hours 36.25 Basis Full time Job category/type - XPS Administration Date posted 31/01/2024 Job reference REQ002153 Senior Pensions Administrator Birmingham Hybrid Full Time Permanent Consultant Level XPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential. Our Pensions Administration business continues to grow and we are now looking for an experienced Senior Pensions Administrator to join our vibrant office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a pensions role where they have gained knowledge and experience of defined benefit pensions schemes, perform calculations and checking work of colleagues. XPS is the only UK pensions specialist listed on the London Stock Exchange Main Market and we have the scale and flexibility to think and act differently. We are a multi-award-winning Pensions Consultancy with over 1 million member pension schemes administered and 1800 staff in locations across the UK. We advise on all things workplace pensions related. We help trustees and employers run pension schemes for the benefit of both current and former employees and we support scheme members in a way that is relevant, innovative and easily digestible. Our people drive our success and as an XPS employee you can bring your whole self to work - Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It's about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they're happy. Above all, it's about ensuring everyone has a voice and feels valued. Because they are. The Team Our award-winning pensions administration business puts scheme members at the heart of everything we do. Our services include scheme administration, first-time outsourcing, member communications and scam protection. Learn more here: The Role As a Senior Pensions Administrator with XPS you will Train and support other and less experienced team members Maintain membership records and documentation Assist with the calculation and payment of scheme benefits Complete project work Liaise with stakeholders Maintain compliance with ISO and AAF accreditations Confidently support on member enquiries Your profile Previous experience with Defined Benefit pensions schemes Insert essential knowledge Able to perform complex calculations Ability to develop a culture of high standards, excellent quality, and customer responsiveness Knowledge and experience of MS Office Products such as Excel and Word (or similar) Strong organisation skills A can-do attitude What we offer: Find out more about Life at XPS Find out more about Our People Approach We offer an attractive reward package, including: Competitive salary Participation in a Discretionary Bonus Scheme 25 days holiday A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers. What next: If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly. XPS is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to support with your application. This may be extra time for assessments, pre-interview site visits, interview structure, or asking us about building accessibility. Whatever it may be, please get in touch with us to discuss how we can support you with your application. If you do not feel ready to apply or still have questions, please email us by clicking here The successful candidate will need to demonstrate the following requirements: Right to Work confirmation DBS Disclosure check Employment or educational references covering five years Satisfactory credit check We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list when specifically instructed to do so.
Apr 16, 2024
Full time
Contractual hours 36.25 Basis Full time Job category/type - XPS Administration Date posted 31/01/2024 Job reference REQ002153 Senior Pensions Administrator Birmingham Hybrid Full Time Permanent Consultant Level XPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential. Our Pensions Administration business continues to grow and we are now looking for an experienced Senior Pensions Administrator to join our vibrant office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a pensions role where they have gained knowledge and experience of defined benefit pensions schemes, perform calculations and checking work of colleagues. XPS is the only UK pensions specialist listed on the London Stock Exchange Main Market and we have the scale and flexibility to think and act differently. We are a multi-award-winning Pensions Consultancy with over 1 million member pension schemes administered and 1800 staff in locations across the UK. We advise on all things workplace pensions related. We help trustees and employers run pension schemes for the benefit of both current and former employees and we support scheme members in a way that is relevant, innovative and easily digestible. Our people drive our success and as an XPS employee you can bring your whole self to work - Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It's about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they're happy. Above all, it's about ensuring everyone has a voice and feels valued. Because they are. The Team Our award-winning pensions administration business puts scheme members at the heart of everything we do. Our services include scheme administration, first-time outsourcing, member communications and scam protection. Learn more here: The Role As a Senior Pensions Administrator with XPS you will Train and support other and less experienced team members Maintain membership records and documentation Assist with the calculation and payment of scheme benefits Complete project work Liaise with stakeholders Maintain compliance with ISO and AAF accreditations Confidently support on member enquiries Your profile Previous experience with Defined Benefit pensions schemes Insert essential knowledge Able to perform complex calculations Ability to develop a culture of high standards, excellent quality, and customer responsiveness Knowledge and experience of MS Office Products such as Excel and Word (or similar) Strong organisation skills A can-do attitude What we offer: Find out more about Life at XPS Find out more about Our People Approach We offer an attractive reward package, including: Competitive salary Participation in a Discretionary Bonus Scheme 25 days holiday A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers. What next: If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly. XPS is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to support with your application. This may be extra time for assessments, pre-interview site visits, interview structure, or asking us about building accessibility. Whatever it may be, please get in touch with us to discuss how we can support you with your application. If you do not feel ready to apply or still have questions, please email us by clicking here The successful candidate will need to demonstrate the following requirements: Right to Work confirmation DBS Disclosure check Employment or educational references covering five years Satisfactory credit check We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list when specifically instructed to do so.
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.