A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
May 10, 2024
Full time
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
We have an amazing opportunity for an enthusiastic individual to join our team at Royal & Derngate as a Producing and Programming Assistant. In this role, you will work collaboratively with different teams within the organisation to ensure smooth planning, scheduling, communication, and other administrative duties. Furthermore, the Producing and Programming Assistant will carry out research tasks concerning artists and existing and new work to support future programming decisions. We are looking for a highly organised individual with excellent attention to detail and time management skills. If you are a confident communicator and skilled administrator who is passionate about the arts, we would love to hear from you! Job Purpose To support the work of the Producing and Programming teams, providing general administrative and planning support. To work closely with the Artistic Director and Senior Producer in the planning and administration of the produced programme. To provide administrative support to the Senior Programmer in co-ordinating the Royal & Derngate's presented and film programme Key Duties & Responsibilities Maintain the administration of the department across Artifax and internal IT systems, supporting the preparation of contracts, schedules and other performance-related paperwork. Be the first point of contact for the Artistic Director and Producing and Programming team in general. Maintain the Artistic Director's diary, arranging appointments and replying to correspondence where necessary. Ensure regular, timely and comprehensive information is distributed to the appropriate teams. Undertake research tasks for the teams around artists and existing and new work, as directed, to support future programming decision-making. Prepare and minute internal meetings for the department where required, including Arts Team, Programming and Programming Information Group. Plan and implement access and assisted live and film performances across the programme in liaison with marketing and operations. Update and maintain databases and records and gather all relevant data to feed into reporting for Trustees and funders. Collate management and board reports. Maintain good relationships internally within the venue and externally with promoters, artists, suppliers and other partners involved in the department. Support the Senior Producer in preparing press nights, including maintaining lists, distributing invites and allocating tickets. Take account of any production expenses and forward to the Finance team. Generate contact sheets, maintain the digs list and cultivate relationships with local hotels and accommodation for actors and creatives. Liaise with Arts and Marketing regarding brochure and website copy for the produced and presented programme. Work closely with the Creative Engagement Administrator around the administration of Creative Engagement productions to ensure joined-up communication across the teams. For the full job description, please see our website. Essential Skills Experience Experience working in a busy office environment, preferably in an arts or education setting. Experience in implementing/maintaining administrative systems/procedures Attending meetings and producing accurate minutes Knowledge/Qualifications Understanding of theatre operations Passion for the arts, particularly theatre and live performance Good knowledge of office administration systems Skills/Abilities Excellent IT skills Excellent communication skills Ability to work to tight deadlines Excellent attention to detail Excellent time management and organisational skills Ability to act using initiative Desirable Skills Knowledge/Qualifications Arts Administration training Health & Safety practices Knowledge of safeguarding policies and procedures Knowledge of GDPR requirements How To Apply Please submit a covering letter (no more than 2 sides of A4) stating your relevant experience, knowledge, and skills for this Producing and Programming Assistant role along with your CV. Closing Date: Wednesday 5th June 2024 Interviews: Thursday 13th June 2024 About Company Royal & Derngate Northampton is the main venue for arts and entertainment in Northamptonshire and one of the major regional producing theatres in the country, with its acclaimed Made in Northampton work touring nationally and internationally. The theatre was nominated for Theatre of the Year in The Stage Awards 2022. Eight of its productions transferred to London and the West End in 2019, with T he Worst Witch winning the 2020 Olivier Award for Best Family Show and Our Lady of Kibeho being nominated for the 2020 Olivier Award for Outstanding Achievement in an Affiliate Theatre and named by The Guardian as one of the 20 Best Shows of the 21st Century. Meanwhile, recently artists have won The Stage Ensemble Award, The Stage Debut Award and the Ian Charleson Award for their work on Made in Northampton productions and the adapted screenplay from Royal & Derngate's original play commission of The Pope was nominated for Best Adapted Screenplay at the Academy Awards as Netflix's The Two Popes .
May 09, 2024
Full time
We have an amazing opportunity for an enthusiastic individual to join our team at Royal & Derngate as a Producing and Programming Assistant. In this role, you will work collaboratively with different teams within the organisation to ensure smooth planning, scheduling, communication, and other administrative duties. Furthermore, the Producing and Programming Assistant will carry out research tasks concerning artists and existing and new work to support future programming decisions. We are looking for a highly organised individual with excellent attention to detail and time management skills. If you are a confident communicator and skilled administrator who is passionate about the arts, we would love to hear from you! Job Purpose To support the work of the Producing and Programming teams, providing general administrative and planning support. To work closely with the Artistic Director and Senior Producer in the planning and administration of the produced programme. To provide administrative support to the Senior Programmer in co-ordinating the Royal & Derngate's presented and film programme Key Duties & Responsibilities Maintain the administration of the department across Artifax and internal IT systems, supporting the preparation of contracts, schedules and other performance-related paperwork. Be the first point of contact for the Artistic Director and Producing and Programming team in general. Maintain the Artistic Director's diary, arranging appointments and replying to correspondence where necessary. Ensure regular, timely and comprehensive information is distributed to the appropriate teams. Undertake research tasks for the teams around artists and existing and new work, as directed, to support future programming decision-making. Prepare and minute internal meetings for the department where required, including Arts Team, Programming and Programming Information Group. Plan and implement access and assisted live and film performances across the programme in liaison with marketing and operations. Update and maintain databases and records and gather all relevant data to feed into reporting for Trustees and funders. Collate management and board reports. Maintain good relationships internally within the venue and externally with promoters, artists, suppliers and other partners involved in the department. Support the Senior Producer in preparing press nights, including maintaining lists, distributing invites and allocating tickets. Take account of any production expenses and forward to the Finance team. Generate contact sheets, maintain the digs list and cultivate relationships with local hotels and accommodation for actors and creatives. Liaise with Arts and Marketing regarding brochure and website copy for the produced and presented programme. Work closely with the Creative Engagement Administrator around the administration of Creative Engagement productions to ensure joined-up communication across the teams. For the full job description, please see our website. Essential Skills Experience Experience working in a busy office environment, preferably in an arts or education setting. Experience in implementing/maintaining administrative systems/procedures Attending meetings and producing accurate minutes Knowledge/Qualifications Understanding of theatre operations Passion for the arts, particularly theatre and live performance Good knowledge of office administration systems Skills/Abilities Excellent IT skills Excellent communication skills Ability to work to tight deadlines Excellent attention to detail Excellent time management and organisational skills Ability to act using initiative Desirable Skills Knowledge/Qualifications Arts Administration training Health & Safety practices Knowledge of safeguarding policies and procedures Knowledge of GDPR requirements How To Apply Please submit a covering letter (no more than 2 sides of A4) stating your relevant experience, knowledge, and skills for this Producing and Programming Assistant role along with your CV. Closing Date: Wednesday 5th June 2024 Interviews: Thursday 13th June 2024 About Company Royal & Derngate Northampton is the main venue for arts and entertainment in Northamptonshire and one of the major regional producing theatres in the country, with its acclaimed Made in Northampton work touring nationally and internationally. The theatre was nominated for Theatre of the Year in The Stage Awards 2022. Eight of its productions transferred to London and the West End in 2019, with T he Worst Witch winning the 2020 Olivier Award for Best Family Show and Our Lady of Kibeho being nominated for the 2020 Olivier Award for Outstanding Achievement in an Affiliate Theatre and named by The Guardian as one of the 20 Best Shows of the 21st Century. Meanwhile, recently artists have won The Stage Ensemble Award, The Stage Debut Award and the Ian Charleson Award for their work on Made in Northampton productions and the adapted screenplay from Royal & Derngate's original play commission of The Pope was nominated for Best Adapted Screenplay at the Academy Awards as Netflix's The Two Popes .
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team.Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: £40,000 - £45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
May 09, 2024
Full time
This position is multifaceted and demands flexibility and a strong commitment to delivering results in a fast-paced environment. As a crucial member of our central support team, you will oversee office management and serve as an executive assistant to the senior leadership team.Executive Support for Leadership Team: Calendar Management: Handle calendar management for the executive team. Meeting Coordination: Arrange meetings, prepare agendas, collate reports, take minutes, and follow up on action items. Email and Document Management: Respond to emails and handle document requests on behalf of executives. Event Organisation: Coordinate various events, including annual sales kick-off meetings and staff functions. Travel Arrangements: Organise travel arrangements and itineraries as needed. Expense Management: Manage expense claims and maintain records of credit card receipts. Office Management: Reading Office Support: Oversee all aspects of office management, primarily supporting our Reading office. Additionally, they provide remote office administration. Landlord Relationships: Maintain relationships with landlords to ensure smooth functioning of all office spaces. Line Management: Supervise the office administrator. Ad-Hoc Requests: Address any ad-hoc requests that arise. Requirements: Strong Organizational Skills: Demonstrated ability to handle multiple tasks and prioritise effectively in a dynamic environment with competing priorities. Effective Time Management: Proficiency in organising and coordinating concurrent projects, calendars, and meetings. Exceptional Interpersonal Skills: Ability to build positive working relationships with key stakeholders. Communication Proficiency: Excellent written and verbal communication skills, including proficiency with office productivity tools. Adaptability and Team Player: Willingness to adapt to changes and collaborate as a flexible team member. Confidentiality: Ability to maintain confidentiality regarding company and employee information. Benefits: £40,000 - £45,000 per annum Hybrid - 2 days in the office, 3 days at home 25 days annual leave Death in Service Pension Healthcare Company Bonus (dependent on company performance) Cycle to work scheme Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to £35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking to add experienced staff in Mansfield. The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships. In this position you will provide close-knit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book. Responsibilities: Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements. Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality. The client is offering a competitive salary and overall package: Basic salary to £35,000 Discretionary bonus 25 days holiday + bank holidays Group Life Assurance, Pension, PMI, Income Protection Full exam support Hybrid working - 2 days in the office & 3 days working from home
May 09, 2024
Full time
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to £35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking to add experienced staff in Mansfield. The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships. In this position you will provide close-knit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book. Responsibilities: Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements. Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality. The client is offering a competitive salary and overall package: Basic salary to £35,000 Discretionary bonus 25 days holiday + bank holidays Group Life Assurance, Pension, PMI, Income Protection Full exam support Hybrid working - 2 days in the office & 3 days working from home
Senior IFA Administrator£30,000 - £37,000 DOE (for 32.5 hour week across 5 days) + Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality' environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball' work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more The Job: To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired. Key duties and responsibilities: Provide high level technical and administrative support to the PracticeDeal efficiently with queries from clients and third parties through effective communication via telephone and emailPrepare files including compliance required documentation; research; illustrations, 'new business' suitability letters and supporting documentationEnsure that files are complete with all required client identification documentation and necessary application forms; maintaining client records on CRM system i.e. Salesforce.Process applications accurately through online systems and record the required management information.Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.Work within your Administration Pod to ensure the annual servicing of clients is on track and recorded accurately; creating client meeting packs, writing review letters, updating the CRM system, booking in review meetings when required.Work effectively and proactively as part of the Administration Team to achieve agreed Pod business targets.Responsible for managing individual client casework assigned to you from start to finish, with ability to assist other team members at different stages when required. Responsible for more senior cases and assisting the junior administrators with technical queries as and when required. The Person: Must have previous financial services experience working within an IFA practice, industry qualifications would be ideal but not essential. Diligent, on the ball with a flexible approach to work and a genuine team player who takes pride in their work and passionate about doing a good job. The Benefits: 25 days holiday + 8 days BH + 1 extra day for your Birthday. Flexitime policy (10am - 3pm core office hours, flexibility to work when you want around these hours to suit your lifestyle (6.5 hours per day + 30min unpaid lunch). Discretionary quarterly bonus scheme linked to performance of individuals and overall business performance. Accredited training and development programme (with payment reward structure). Personal Development Plan with regular 1:1 reviews for support with career and skills progression. Death in Service benefit. Health & Wellbeing Voucher Scheme.
May 08, 2024
Full time
Senior IFA Administrator£30,000 - £37,000 DOE (for 32.5 hour week across 5 days) + Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality' environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball' work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more The Job: To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired. Key duties and responsibilities: Provide high level technical and administrative support to the PracticeDeal efficiently with queries from clients and third parties through effective communication via telephone and emailPrepare files including compliance required documentation; research; illustrations, 'new business' suitability letters and supporting documentationEnsure that files are complete with all required client identification documentation and necessary application forms; maintaining client records on CRM system i.e. Salesforce.Process applications accurately through online systems and record the required management information.Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.Work within your Administration Pod to ensure the annual servicing of clients is on track and recorded accurately; creating client meeting packs, writing review letters, updating the CRM system, booking in review meetings when required.Work effectively and proactively as part of the Administration Team to achieve agreed Pod business targets.Responsible for managing individual client casework assigned to you from start to finish, with ability to assist other team members at different stages when required. Responsible for more senior cases and assisting the junior administrators with technical queries as and when required. The Person: Must have previous financial services experience working within an IFA practice, industry qualifications would be ideal but not essential. Diligent, on the ball with a flexible approach to work and a genuine team player who takes pride in their work and passionate about doing a good job. The Benefits: 25 days holiday + 8 days BH + 1 extra day for your Birthday. Flexitime policy (10am - 3pm core office hours, flexibility to work when you want around these hours to suit your lifestyle (6.5 hours per day + 30min unpaid lunch). Discretionary quarterly bonus scheme linked to performance of individuals and overall business performance. Accredited training and development programme (with payment reward structure). Personal Development Plan with regular 1:1 reviews for support with career and skills progression. Death in Service benefit. Health & Wellbeing Voucher Scheme.
Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and a particularly strong presence in the south west of England. The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships. In this position you will provide closeknit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book. Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements. Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality. The client is offering a competitive salary and overall package: Basic salary to £38,000 Discretionary bonus 25 days holiday + bank holidays Group Life Assurance, Pension, PMI, Income Protection Full exam support Hybrid working - 2 days in the office & 3 days working from home
May 08, 2024
Full time
Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and a particularly strong presence in the south west of England. The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships. In this position you will provide closeknit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book. Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements. Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality. The client is offering a competitive salary and overall package: Basic salary to £38,000 Discretionary bonus 25 days holiday + bank holidays Group Life Assurance, Pension, PMI, Income Protection Full exam support Hybrid working - 2 days in the office & 3 days working from home
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 08, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Capio recruitment are working with an independent financial planning firm on an exciting new opportunity for an experienced IFA Administrator to join their firm in Birmingham. The firm deal with high net worth clients and provide advice one investments, pensions and defined benefits transfers. The firm prides themselves on the work they do with local and national charities and at the end of every month they make a donation to the chosen charity they either the client or the employees choose. You will be working closely with the Senior Investment Advisor. Some of the day-today duties include Preparing client investment review packs, sending out and chasing client letters of authority, obtaining telephone valuations and working closely with the rest of the team working on client cases. Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team. What our client will offer you: Attractive benefits package Hybrid working with flexible hours Ongoing training and development Forward thinking firm with great progression routes Required experience: Working towards a Certificate in Financial Planning or similar Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and FEAnalytics, Dynamic Planner plus provider platforms To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
Dec 19, 2022
Full time
Capio recruitment are working with an independent financial planning firm on an exciting new opportunity for an experienced IFA Administrator to join their firm in Birmingham. The firm deal with high net worth clients and provide advice one investments, pensions and defined benefits transfers. The firm prides themselves on the work they do with local and national charities and at the end of every month they make a donation to the chosen charity they either the client or the employees choose. You will be working closely with the Senior Investment Advisor. Some of the day-today duties include Preparing client investment review packs, sending out and chasing client letters of authority, obtaining telephone valuations and working closely with the rest of the team working on client cases. Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team. What our client will offer you: Attractive benefits package Hybrid working with flexible hours Ongoing training and development Forward thinking firm with great progression routes Required experience: Working towards a Certificate in Financial Planning or similar Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and FEAnalytics, Dynamic Planner plus provider platforms To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
The Client This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience. The Opportunity During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Study and exam support is strongly supported.Role Duties include: Provide daily administrative support to two established financial advisers and their paraplanners Help to maintain the client database, processing new business Implementing advice given to clients Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Basic report writing Liaising with product providers and clients General office duties where required, for example answering the office phone line Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. What's needed to be considered? Several year's experience working in an IFA Administrator position Confident with technical work such as preparing meeting packs, interpreting research Strong knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job Benefits Package: Matched Pension contribution Private Healthcare Discretionary annual bonus Remote Working Flexible working hours Company events Exam Support What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Dec 19, 2022
Full time
The Client This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience. The Opportunity During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Study and exam support is strongly supported.Role Duties include: Provide daily administrative support to two established financial advisers and their paraplanners Help to maintain the client database, processing new business Implementing advice given to clients Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Basic report writing Liaising with product providers and clients General office duties where required, for example answering the office phone line Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. What's needed to be considered? Several year's experience working in an IFA Administrator position Confident with technical work such as preparing meeting packs, interpreting research Strong knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job Benefits Package: Matched Pension contribution Private Healthcare Discretionary annual bonus Remote Working Flexible working hours Company events Exam Support What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Service Service Employment Agency Limited
Norwich, Norfolk
Are you a Financial Planner, Paraplanner, looking for a rewarding change of direction! My client, a leading provider of education and training in the Financial Services Sector have an exciting opportunity for a Financial Services Professional to join their existing team as a Trainer and Assessor. Please note this role is remote working from home, all equipment is provided. The ideal candidate for this role would be a Financial Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. In respect of their insurance training you will ideally have held the title of Account Executive or Handler or have been involved in training or management, you will ideally be ACII qualified but my client will also consider experienced (5yrs +) professionals with CII. In this role you will assess and support across three main areas: vocational training (skills based), academic teaching (qualifications), and functional skills (literacy, numeracy and ICT). T he key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach large and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner's work You will maintain accurate records and monitor learners' progress using the SkillStar system You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner's literacy and numeracy when training, assessing or marking You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning Personal Specification Essential Minimum 5 years' experience working within an IFA CIIDipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills as well as creativity to make learning engaging Enthusiasm, positivity, motivation and commitment, patience and a sense of humour Benefits Monday to Thursday 09:00 - 17:00 Friday 09:00 - 14:00 35 Hours Per Week Half an hour for lunch (as working from home) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Home / remote working
Dec 19, 2022
Full time
Are you a Financial Planner, Paraplanner, looking for a rewarding change of direction! My client, a leading provider of education and training in the Financial Services Sector have an exciting opportunity for a Financial Services Professional to join their existing team as a Trainer and Assessor. Please note this role is remote working from home, all equipment is provided. The ideal candidate for this role would be a Financial Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. In respect of their insurance training you will ideally have held the title of Account Executive or Handler or have been involved in training or management, you will ideally be ACII qualified but my client will also consider experienced (5yrs +) professionals with CII. In this role you will assess and support across three main areas: vocational training (skills based), academic teaching (qualifications), and functional skills (literacy, numeracy and ICT). T he key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach large and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner's work You will maintain accurate records and monitor learners' progress using the SkillStar system You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner's literacy and numeracy when training, assessing or marking You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning Personal Specification Essential Minimum 5 years' experience working within an IFA CIIDipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills as well as creativity to make learning engaging Enthusiasm, positivity, motivation and commitment, patience and a sense of humour Benefits Monday to Thursday 09:00 - 17:00 Friday 09:00 - 14:00 35 Hours Per Week Half an hour for lunch (as working from home) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Home / remote working
EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,700 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. EQ's vision is to be the leading global share registrar, offering complementary services to its client base. Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Core Duties/Responsibilities: The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: Save for your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for all colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; wine club, Apple gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.
Dec 19, 2022
Full time
EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,700 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. EQ's vision is to be the leading global share registrar, offering complementary services to its client base. Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Core Duties/Responsibilities: The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: Save for your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for all colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; wine club, Apple gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.
Senior IFA Administrator To £30,000 plus benefits, parking and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio. This firm has fully returned to the office. Working alongside a Financial Planning Director and another IFA you will be responsible for providing administration support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client contact and you will prepare for client meetings whilst also completing post meeting action points. Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial plannning. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Dec 18, 2022
Full time
Senior IFA Administrator To £30,000 plus benefits, parking and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio. This firm has fully returned to the office. Working alongside a Financial Planning Director and another IFA you will be responsible for providing administration support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client contact and you will prepare for client meetings whilst also completing post meeting action points. Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial plannning. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
SENIOR IFA ADMINISTRATOR STOCKPORT CENTRAL UP TO 28,500 HYBRID WORKING - 2 DAYS OFFICE & 3 DAYS HOME An exciting opportunity is available for an experienced Financial Services Administrator to work for our client in Stockport. Providing direct support to a team of 3/4 IFA's, the successful candidate will be responsible for a busy and varied role consisting of; Complete all compliance administration associated with new business New business processing Issue policy documentation Producing quotations Produce client summaries Dealing with clients Use of Provider Platforms To apply for the role candidates should offer experience working in a similar role and be very familiar with the IFA Admin process, along wih Provider Platforms and the use of a Back Office System. Product knowledge of Pensions, Insurance, Investments and Protection is also beneficial, as is previous use of Intelligent Office. Please quote Ref: NJR13393
Dec 15, 2022
Full time
SENIOR IFA ADMINISTRATOR STOCKPORT CENTRAL UP TO 28,500 HYBRID WORKING - 2 DAYS OFFICE & 3 DAYS HOME An exciting opportunity is available for an experienced Financial Services Administrator to work for our client in Stockport. Providing direct support to a team of 3/4 IFA's, the successful candidate will be responsible for a busy and varied role consisting of; Complete all compliance administration associated with new business New business processing Issue policy documentation Producing quotations Produce client summaries Dealing with clients Use of Provider Platforms To apply for the role candidates should offer experience working in a similar role and be very familiar with the IFA Admin process, along wih Provider Platforms and the use of a Back Office System. Product knowledge of Pensions, Insurance, Investments and Protection is also beneficial, as is previous use of Intelligent Office. Please quote Ref: NJR13393
The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.
Dec 14, 2022
Full time
The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.
Senior IFA Administrator/ Hull / HybridOne of the UK's leading independent financial advisory firms are looking to recruit a Senior IFA Administrator on a hybrid basis. We are committed to using our position as one of the UK's largest wealth management firms to provide the best possible service to our clients. The successful candidate will be part of an ever growing, dynamic and forward thinking organisation. With great opportunities for growth and career development. The overall purpose of the role will be to provide efficient administrative support to a number of IFA's.Role and Responsibilities: -Preparation of correspondence, ensuring documents are scanned and attached to relevant records and that all client data is accurate-To be a point of contact for IFA's, clients, life offices and members of the business-Maintenance of diary management system and ensuring daily workflow is completed -Assist with the management of the IFA's portfolio of existing business-Preparing and formatting reports in accordance with Company guidelines, alongside preparation of review packs for IFA's.-Obtain illustrations for products from providers either on-line or over the telephone-Undertake filing, photocopying and scanning duties-Process payment requests -Obtain details required on existing policy-Deal with any urgent post -To be able to delegate work to administrators -To work closely alongside your allocated Administrator and help them to prioritise and manage their workflowEssential Skills and Experience: -Experience of supporting advisors in an office administration role is desirable-Experience in coaching or supporting of team members-An individual who is focused, driven and professional -Experienced in the use of Microsoft Word, Excel and Outlook -Ability to work within a team and individually -Willingness to learn and develop Package: -£24,000- £25,000 basic salary -Annual performance related bonus -Contributory pension scheme and life assurance -Hybrid working pattern and promotes flexible working -Buy and sell scheme holiday options-Loyalty bonus-Social events-Training and qualifications -Death-in-service benefit at 4 x your annual salary-Health benefit scheme-Digital gym subscriptions, dental and optional treatments and alternative therapies-Employee referral bonus schemeSenior IFA Administrator/ Hull / Hybrid / £25k
Dec 13, 2022
Full time
Senior IFA Administrator/ Hull / HybridOne of the UK's leading independent financial advisory firms are looking to recruit a Senior IFA Administrator on a hybrid basis. We are committed to using our position as one of the UK's largest wealth management firms to provide the best possible service to our clients. The successful candidate will be part of an ever growing, dynamic and forward thinking organisation. With great opportunities for growth and career development. The overall purpose of the role will be to provide efficient administrative support to a number of IFA's.Role and Responsibilities: -Preparation of correspondence, ensuring documents are scanned and attached to relevant records and that all client data is accurate-To be a point of contact for IFA's, clients, life offices and members of the business-Maintenance of diary management system and ensuring daily workflow is completed -Assist with the management of the IFA's portfolio of existing business-Preparing and formatting reports in accordance with Company guidelines, alongside preparation of review packs for IFA's.-Obtain illustrations for products from providers either on-line or over the telephone-Undertake filing, photocopying and scanning duties-Process payment requests -Obtain details required on existing policy-Deal with any urgent post -To be able to delegate work to administrators -To work closely alongside your allocated Administrator and help them to prioritise and manage their workflowEssential Skills and Experience: -Experience of supporting advisors in an office administration role is desirable-Experience in coaching or supporting of team members-An individual who is focused, driven and professional -Experienced in the use of Microsoft Word, Excel and Outlook -Ability to work within a team and individually -Willingness to learn and develop Package: -£24,000- £25,000 basic salary -Annual performance related bonus -Contributory pension scheme and life assurance -Hybrid working pattern and promotes flexible working -Buy and sell scheme holiday options-Loyalty bonus-Social events-Training and qualifications -Death-in-service benefit at 4 x your annual salary-Health benefit scheme-Digital gym subscriptions, dental and optional treatments and alternative therapies-Employee referral bonus schemeSenior IFA Administrator/ Hull / Hybrid / £25k
Join this well-respected and forward-thinking Financial Services company. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience. The business is looking for a Senior Administrator to provide administration support to the Operations team specifically processing new business and managing client transfers, whilst delivering excellent service to customers and colleagues. The role of Senior Administrator: Process and submit new business applications and client servicing requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries Maintaining data on Intelligent Office in line with the company processes, ensuring that we have accurate client records and data for information reporting Updating client platform account records accurately in line with company processes Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information Any additional ad-hoc requests and support on company projects as and when required Build strong working relationships with all colleagues across the business Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met Provide absence cover for colleagues Undertake project work and additional duties as and when required As a Senior Administrator you will need: Essential: Previous experience of working as a Senior Administrator or similar role Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint Desirable: Experience of working with Investment Wrap Platforms Experience of using Intelligent Office back-office system Experience of working in a small to medium sized financial services environment Experience of working in an environment of significant change Skills & Qualifications: Essential: Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. Ability to consistently deliver within service standards. Excellent organisational skills, flexible and proactive approach to getting the job done. Strong interpersonal skills, both written and verbal communication. Excellent accuracy and attention to detail. Desire to learn and build skills and ability through Personal Development Plan. Proven ability to work on own initiative Good working knowledge of Microsoft office systems Desirable: Knowledge of Financial Services Industry Benefits as a Senior Administrator 25 working days (pro rata) in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private medical Insurance Group Income Protection Hybrid working - 3 days office
Dec 12, 2022
Full time
Join this well-respected and forward-thinking Financial Services company. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience. The business is looking for a Senior Administrator to provide administration support to the Operations team specifically processing new business and managing client transfers, whilst delivering excellent service to customers and colleagues. The role of Senior Administrator: Process and submit new business applications and client servicing requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries Maintaining data on Intelligent Office in line with the company processes, ensuring that we have accurate client records and data for information reporting Updating client platform account records accurately in line with company processes Proactively review platform accounts and MI reports on a regular basis, ensuring that all are in order and any necessary work is carried out within agreed SLAs Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information Any additional ad-hoc requests and support on company projects as and when required Build strong working relationships with all colleagues across the business Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met Provide absence cover for colleagues Undertake project work and additional duties as and when required As a Senior Administrator you will need: Essential: Previous experience of working as a Senior Administrator or similar role Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint Desirable: Experience of working with Investment Wrap Platforms Experience of using Intelligent Office back-office system Experience of working in a small to medium sized financial services environment Experience of working in an environment of significant change Skills & Qualifications: Essential: Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. Ability to consistently deliver within service standards. Excellent organisational skills, flexible and proactive approach to getting the job done. Strong interpersonal skills, both written and verbal communication. Excellent accuracy and attention to detail. Desire to learn and build skills and ability through Personal Development Plan. Proven ability to work on own initiative Good working knowledge of Microsoft office systems Desirable: Knowledge of Financial Services Industry Benefits as a Senior Administrator 25 working days (pro rata) in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private medical Insurance Group Income Protection Hybrid working - 3 days office
IFA Administration Team Manager Location: Milton Keynes Salary: £25,000 - £35,000 A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. The successful candidate will oversee and manage the day-to-day operations of an administration team as well as actively support the Operations Manager in the management, motivation and development of the team to ensure the provide an efficient, effective and timely administration service to the advisers and their clients, adhering to FCA regulations and internal policy and procedure. Responsibilities: Responsible for the day to day oversight and management of the administration team Acting as first point of contact for queries, managing workloads with the team and identifying training needs and areas for continuous improvement Dealing with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager Assessing the department's work load and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients Developing and maintaining good working relationships with the Operations Manager, Senior Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business Skills: A good level of experience in an administration role within the financial services industry, ideally within an IFA Experience of leading or managing a team Certificate in Financial Planning or an equivalent Financial Services qualification is desirable A good knowledge and understanding of a wide range of financial products, including employee benefits products
Dec 10, 2022
Full time
IFA Administration Team Manager Location: Milton Keynes Salary: £25,000 - £35,000 A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. The successful candidate will oversee and manage the day-to-day operations of an administration team as well as actively support the Operations Manager in the management, motivation and development of the team to ensure the provide an efficient, effective and timely administration service to the advisers and their clients, adhering to FCA regulations and internal policy and procedure. Responsibilities: Responsible for the day to day oversight and management of the administration team Acting as first point of contact for queries, managing workloads with the team and identifying training needs and areas for continuous improvement Dealing with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager Assessing the department's work load and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients Developing and maintaining good working relationships with the Operations Manager, Senior Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business Skills: A good level of experience in an administration role within the financial services industry, ideally within an IFA Experience of leading or managing a team Certificate in Financial Planning or an equivalent Financial Services qualification is desirable A good knowledge and understanding of a wide range of financial products, including employee benefits products
Page Personnel Secretarial & Business Support
Mansfield, Nottinghamshire
Wealth Management Senior Administrator required for our client in Mansfield. 2 days in the office & 3 days from home. Monday - Friday 9-5. Experience needed supporting a financial planner with administrative duties. Client Details Our client is a very successful national wealth management company. Description Build strong, professional, lasting relationships with the Financial Planner and your colleagues. Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together. Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting. Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers' needs and generating income for the business. Adopt a collaborative and can do approach when dealing with all colleagues across the business. Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Ensure all Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries. Issue progress reports to customers at regular intervals when dealing with lengthy transactions. Produce and issue client fee invoices. Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested correctly. Profile Someone who has worked in a supportive role within a financial services company, IFA or wealth management organisation. Job Offer A starting salary of up to £35,000 + bonus Hybrid working (2 days in office) Excellent benefits package including 25 days holiday and private health insurance
Dec 10, 2022
Full time
Wealth Management Senior Administrator required for our client in Mansfield. 2 days in the office & 3 days from home. Monday - Friday 9-5. Experience needed supporting a financial planner with administrative duties. Client Details Our client is a very successful national wealth management company. Description Build strong, professional, lasting relationships with the Financial Planner and your colleagues. Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together. Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting. Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers' needs and generating income for the business. Adopt a collaborative and can do approach when dealing with all colleagues across the business. Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Ensure all Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries. Issue progress reports to customers at regular intervals when dealing with lengthy transactions. Produce and issue client fee invoices. Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested correctly. Profile Someone who has worked in a supportive role within a financial services company, IFA or wealth management organisation. Job Offer A starting salary of up to £35,000 + bonus Hybrid working (2 days in office) Excellent benefits package including 25 days holiday and private health insurance
A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and my client will provide you with full study support to complete your diploma and support and train you to further develop your skills as a Paraplanner. You will be working closely with Advisers and Senior Paraplanner and as Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switches and drawdowns and writing suitability reports across pensions, investments, and protection. If you are an experienced IFA Administrator/Junior Paraplanner, completed some of your RO exams and looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits including a generous bonus scheme that is guaranteed, then this role will help you achieve your career aspirations. If you are looking for a genuine Junior Paraplanner role and be wanting to be part of a great working environment working 4 days in office and 1 every Friday remotely, excellent bonus structure and full study support then please send your CV to Ursula Sloan at Financial Divisions
Dec 07, 2022
Full time
A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and my client will provide you with full study support to complete your diploma and support and train you to further develop your skills as a Paraplanner. You will be working closely with Advisers and Senior Paraplanner and as Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switches and drawdowns and writing suitability reports across pensions, investments, and protection. If you are an experienced IFA Administrator/Junior Paraplanner, completed some of your RO exams and looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits including a generous bonus scheme that is guaranteed, then this role will help you achieve your career aspirations. If you are looking for a genuine Junior Paraplanner role and be wanting to be part of a great working environment working 4 days in office and 1 every Friday remotely, excellent bonus structure and full study support then please send your CV to Ursula Sloan at Financial Divisions
Senior IFA Administrator - Glasgow Senior IFA Administrator Up to £30,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible for managing the 'Letters of Authority' process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance and data base management. To be considered for this opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Professional qualifications would be an advantage To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Dec 07, 2022
Full time
Senior IFA Administrator - Glasgow Senior IFA Administrator Up to £30,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible for managing the 'Letters of Authority' process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance and data base management. To be considered for this opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Professional qualifications would be an advantage To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.