North Oak Recruitment Ltd

Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary £25,000 - £28,000 benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.