EGRecruiting Ltd

Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material, if desired Free parking Role: Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients. Think old fashioned standards, coupled with modern technology and efficiencies. This is a full-time, office-based role, with some flexibility with start/finish times. You'll work with other members of the Administration and Financial Planning teams, ensuring that tasks are completed in an accurate and timely manner, following processes to ensure compliance at all times. Responsibilities:- Ensure completed applications are correct submit new business Monitor applications and deal with providers through to completion and payment of fees Deal with follow on work such as investing monies, payment of pension benefits i.e. moving clients into drawdown Ad-hoc withdrawals from pensions and investments Updating and maintaining a back-office system To liaise and book appointments with existing and potential clients, maintaining a diary system for new business and annual reviews To issue letters of authority, monitor and deal with responses Obtain illustrations for new business across a range of products and providers Collating and pre-completing paperwork for client applications in a timely manner Prepare client valuations and any necessary paperwork for client review; deal with any recommendations such as crystallisations, payment of benefits, fund switches, etc Deal with both incoming and outgoing post; maintain an electronic filing system ensuring records are up-to-date and accurate Respond to general client queries, as required Candidate Requirements: Solid experience of working for a financial advice firm processing both new and existing business Possess a good understanding of financial products, especially pensions Must be able to process pension switches, transfers and pensions into drawdown Must have excellent written and oral interpersonal skills; the ability to communicate effectively with colleagues, clients, potential clients and providers Must be client focused, detail orientated and conscientious with the ability to demonstrate a methodical, organised, flexible approach to work Able to adhere to set deadlines with the ability to work under pressure while managing multiple responsibilities and maintaining a high level of confidentiality and discretion Proficient in the use of IT systems and packages, in particular Microsoft Office, Intelliflo would be desirable

Benefits: Hours: 37 with hybrid working Holidays: 23 plus Bank Holidays and Xmas Pension DIS Private Health Insurance Bonus Study support Free parking Role: As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. This is a full-time position offering flexibility and hybrid working. This isn't just any Financial Services firm. They are building something more ambitious; a modern, progressive wealth firm where financial planning isn't about products, it's about people. About purpose. About long-term impact. All backed by a team that values independent thinking, continuous learning and deep, meaningful client relationships. You'll be part of an experienced team that genuinely cares, in a business that's growing, however still retains a 'family feel'. Responsibilities will include:- Maintain and update client records and databases Handle client enquiries and ensure a high level of customer service is delivered Schedule and manage appointments for financial planners Provide administrative support to the team Candidate Requirements: • Must be an accomplished IFA Administrator • Proficiency in MS Office and ideally, Intelliflo (IO) • Excellent communication and interpersonal skills • Strong organisational and multi-tasking abilities • Adopts a pro-active approach to problem-solving

Benefits: Office based, with occasional remote working Hours: 9-5 Holidays: 30 plus stats and Xmas closure Pension: 8% company contribution DIS Study support, if desired Free parking Candidate Requirements: Must have some experience in paraplanning Possess sound technical knowledge in pensions, investments, tax and general financial planning Proficient with financial planning software, notably FE Analytics, Voyant, O&M Pension Profiler, Asset Adviser, Cash calc etc. Motivated with a genuine interest in Financial Services, ESG awareness would be desirable Possess a high level of accuracy, especially in writing reports Comfortable managing multiple tasks simultaneously and meeting tight deadlines Exceptional attention to detail, confident working in a fast-paced environment Excellent communication, organisation and teamwork skills Friendly, professional and client focused Role: It's rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (there's opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team. Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired). This is an environment where you'll be looked after. Where clients' interests genuinely matter and they are treated as they should be. You'll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home. Responsibilities will include:- • Paraplanning and administrative support, as required • Create comprehensive and compliant suitability reports • Use research tools to analyse data and provide solutions to meet clients' needs and objectives • Work collaboratively with the team to support client outcomes • Build and maintain relationships with clients • Liaise with providers to obtain information Qualifications: Level 4 Diploma (DipPFS or equivalent) is desirable, not essential Know someone who the above job would be a perfect fit for? REFER THEM and receive £250 (in vouchers) when they start in their new role!