SWARM RECRUITMENT LTD

Location: Coltishall, Norfolk Salary: up to £30,000 (depending on experience & qualifications) Hours: Monday to Friday, 9:00am - 5:00pm (37.5 hours per week) Flexible working available after completion of initial training The Opportunity This is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role. The Role You will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met. Salary & Benefits: Basic Salary - £25,000 - £30,000 (Depending on Experience) Bonus scheme Study support and funded exams Great progression opportunities Pension contributions Death in Service cover 25 days holiday plus bank holidays Key Responsibilities: General Administration & Office Support Managing daily post, including scanning, filing, franking and preparing outgoing mail Answering incoming calls and handling client queries Updating task management and back-office systems Managing advisers' appointments Welcoming visitors and providing refreshments Adviser Support Requesting and collating plan and policy information Assisting with client meeting preparation Preparing client letters and illustrations Liaising with clients and product providers Client Reporting & Reviews Producing and issuing portfolio reports Preparing review documentation for advisers Compiling fund performance information New Business Processing Online submission of pension and investment applications Buying and selling investments on platforms Processing client income requirements Completing fund switches Checking completion and accuracy of all trades Assisting with medical underwriting applications for life cover Skills & Experience Required: Experience Minimum of 2 years' experience in a similar financial services administration role Qualifications Essential: GCSEs (or equivalent) - 5 subjects including Maths and English at Level 4 or above Desirable: A Levels - minimum of 2 subjects at Grade C or above (or equivalent) Working towards the Level 4 Diploma in Financial Planning or willing to start exams Key Skills & Attributes: Excellent communication skills Strong attention to detail Professional email and letter writing skills Good organisational and administrative skills Analytical and problem-solving ability Team player with a patient and professional approach By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Title - IFA Administrator Location : Northampton Basic Salary : Up to £30,000 + Bonus & Benefits Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a well-established independent financial advice firm based in Northampton. With a long history of providing independent financial advice across Northamptonshire and surrounding areas, the business has been operating for several decades, evolving from its roots in life and pensions advice to offer a broader range of financial planning and consultancy services. As the Corporate Support Administrator, you will work closely within a well-established team of experienced administrators, advisers and paraplanners, acting as a main point of contact for clients while helping to strengthen existing relationships and support the development of new business through clear communication and a confident, professional approach. This is a great opportunity for an experienced IFA Administrator or similar background, to start their journey towards becoming a financial adviser. There is a clear plan set out over a 2/3-year period, where the company will support you with qualifications and progression. Salary & Benefits: £25,000 - £30,000 dependant on experience 25 days annual leave + BH's (increasing to 27 days after 5 years and 30 days after 10 years' service) Support for undertaking professional exams (CII or LIBF) Clear career progression to IFA status Standard Pension Contribution, increasing to 9% employer contribution after 5 years' service Parking Group Life Cover Bonus Scheme & Christmas Bonus - subject to company performance Yearly pay reviews Working Hours: 35hrs a week, Monday - Friday, 9am - 5pm (1hr for lunch) Friday working from home Hybrid Working Responsibilities: Provide administrative support to Advisors and Consultants for employer meetings, presentations and ongoing client service Prepare reports, carry out research and maintain accurate records on back-office systems Liaise with providers, employers and payroll teams to gather and update scheme, workforce and member data Manage scheme renewals and re-enrolments, including obtaining and negotiating terms and meeting all deadlines Support auto-enrolment compliance, including charge reviews, re-certifications and declarations with the Pensions Regulator Administer workplace pension schemes, including uploads, enrolments, eligibility checks and employee changes Assist with employee benefits renewals and new policy set-ups, including research and documentation Handle general workplace pension and benefits queries from employers and employees Ensure premiums, claims, reimbursements and benefit communications are processed accurately and on time Build and maintain effective working relationships with clients, providers and third-party professionals Skills and experience: Ideally a Minimum of 2 years' experience in IFA environment or similar Open to applications from individuals looking to start a career in wealth management Basic understanding of financial services, including pensions Comprehensive Microsoft Excel and Word skills, including handling and formatting data Good numeracy and literacy (GCSE level 5/C or above) Attention to detail with the ability to manage workload and meet deadlines Confident communicator, comfortable liaising with clients, providers, and employers Willingness to learn and develop skills within the role Desirable: Knowledge of auto-enrolment rules and employer duties Experience administering corporate pension or employee benefit schemes, including new scheme set-up Understanding of employee benefits such as DIS, PMI, private health, and cash plans By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.