Purpose of the Role: Please note this is a detailed job description and many of the activities below do not take place everyday This is a key role to work with an exciting community taking lead responsibility for the looking after key aspects of existing and new membership. You will be working alongside an experienced team supporting the Liberal Jewish Synagogue, the largest Liberal Synagogue in the UK, to be the best it can be. Your role will touch all aspects of the synagogue with a particular focus on looking after new members, the membership process and members in general, acting as a key conduit to ensure that our members receive the best service we can provide. You will also ensure that our CRM system is up to date and important data and information can be pulled form it. You will support bereaved families in the immediate aftermath of a death by organising funerals, shivas and stone-settings. Additionally you will support our Senior Rabbi in her work including diary management and ensuring, working alongside others, that life cycle and important religious festivals are being managed and delivered to the highest standards. Senior Rabbi PA Support the Senior Rabbi in all aspect of their work to include:- o Administrative and secretarial support for the Senior Rabbi including correspondence, diary management and to act as their first point of contact for enquiries by phone, email and in person o Liaise and work alongside the member of staff (Office Administrator) who is PA for the other Rabbis and supporting when necessary o Meet with Senior Rabbi regularly to review weekly diary, plan for the future and complete event forms o Work closely with the Office Administrator (who organises all internal and life cycle events) to develop efficient procedures, printing and systems to ensure organisation of all life cycle events (including baby blessings, Bar-Bat Mitzvahs, Kabbalat Torah, weddings and mixed faith blessings, conversion, admission ceremonies). o Assist with planning and coordination of events generated by the Senior Rabbi o Keep timetables of all life cycle events coordinating with office staff to ensure these events and linked celebrations are delivered effectively o Keep a tracking system that logs where proselytes are on their conversion journey. o Liaise with the LJS Community Care Co-ordinator and other contacts over pastoral and other issues being dealt with by the Senior Rabbi. o Circulate the services calendar and the Bar/Bat Mitzvah schedule of dates o Support the volunteers who coordinate the mitzvot o Assist in the organisation of the High Holy Days particularly in co-ordinating all mitzvot o Assist the Senior Rabbi and the office in the organisation of interfaith/multifaith and other events including the sending out invitations and co-ordinating response o Ensure that thank you letters for donations, yahrzeits and other acknowledgements are prepared and signed by the Senior Rabbi o Complete the weekly yahrzeit list o Complete administration support for the Bereavement Support o Any other duties which may be reasonably requested by the Senior Rabbi and Executive Director. o Funeral Coordinator o To co-ordinate the administration of funerals (burials and cremations) for members and non-members. o To liaise with the family/estate, rabbis, funeral directors, cemetery/crematorium or others as necessary in making the arrangements. o To provide details of cost to the person organising the funeral. o To prepare funeral and related invoices in consultation with the Financial Controller. o To organise consecrations and arrange interments of ashes and ordering of memorial plaques. o To administer the burial of non-members, including preparing invoices and dealing with payments for the burials. o To administer the allocation of graves, reservations and columbarium o To prepare condolence letters for Rabbis. o To send out electronic Bereavement Notifications o To respond to requests from the public for plot locations and information on the cemetery. o To provide annual statistical information on burials and cremations for Liberal Judaism and the Board of Deputies. o To ensure and promote the maintenance of graves as requested by families o Send out the biennial Memorial Service for the Loss of a Child and the Loss of the Prospect of a Child. Membership Coordinator: o Administer and coordinate the membership process from receipt of a new application including liaising with the applicant, the Financial Controller and the Rabbis o Maintain the appropriate Council reports for new members and resignations o Send welcome letters and packs to new members o Send resignation letters to members o Ensure the CRM (ShulCloud) system is up to date (training will be provided) with members details, and their journey through the membership process including adding new members, resigning members, changing their status in respect of age membership changes and so on. o Produce ShulCloud (CRM) reports o Ensure ShulCloud (CRM) is maintained and up to date o Work closely with staff to support contact with members in respect of volunteering, marketing, High Holy Day ticketing, the creation of mail merges and the AGM o Be a superuser of the ShulCloud, working closely with the ShulCloud consultant, understanding and learning what the system can do and supporting others to use it. o Work alongside other areas that involve links to membership i.e. education o Any other relevant tasks as requested Personal Specifications: Prior administrative or personal assistant experience Excellent written and verbal communication skills Strong organisational skills and attention to detail High level of discretion and confidentiality Proficiency with office software (i.e. Microsoft Office) Experience of using ShulCloud CRM system would be beneficial but not essential (training will be provided) Comfortable working in a Progressive Jewish religious environment; familiarity with Jewish customs and terminology Flexibility to work occasional evenings/weekends during holidays or events An understanding of how a CRM system can be used to provide data and information and enhance membership experience In addition: Friendly, professional demeanour Ability to multitask and meet deadlines Sensitivity to the pastoral and spiritual aspects of the Rabbi s role Sensitivity, resilience in dealing with bereavements, willing to undergo training. This post is subject to an Enhanced DBS check
Jul 18, 2025
Full time
Purpose of the Role: Please note this is a detailed job description and many of the activities below do not take place everyday This is a key role to work with an exciting community taking lead responsibility for the looking after key aspects of existing and new membership. You will be working alongside an experienced team supporting the Liberal Jewish Synagogue, the largest Liberal Synagogue in the UK, to be the best it can be. Your role will touch all aspects of the synagogue with a particular focus on looking after new members, the membership process and members in general, acting as a key conduit to ensure that our members receive the best service we can provide. You will also ensure that our CRM system is up to date and important data and information can be pulled form it. You will support bereaved families in the immediate aftermath of a death by organising funerals, shivas and stone-settings. Additionally you will support our Senior Rabbi in her work including diary management and ensuring, working alongside others, that life cycle and important religious festivals are being managed and delivered to the highest standards. Senior Rabbi PA Support the Senior Rabbi in all aspect of their work to include:- o Administrative and secretarial support for the Senior Rabbi including correspondence, diary management and to act as their first point of contact for enquiries by phone, email and in person o Liaise and work alongside the member of staff (Office Administrator) who is PA for the other Rabbis and supporting when necessary o Meet with Senior Rabbi regularly to review weekly diary, plan for the future and complete event forms o Work closely with the Office Administrator (who organises all internal and life cycle events) to develop efficient procedures, printing and systems to ensure organisation of all life cycle events (including baby blessings, Bar-Bat Mitzvahs, Kabbalat Torah, weddings and mixed faith blessings, conversion, admission ceremonies). o Assist with planning and coordination of events generated by the Senior Rabbi o Keep timetables of all life cycle events coordinating with office staff to ensure these events and linked celebrations are delivered effectively o Keep a tracking system that logs where proselytes are on their conversion journey. o Liaise with the LJS Community Care Co-ordinator and other contacts over pastoral and other issues being dealt with by the Senior Rabbi. o Circulate the services calendar and the Bar/Bat Mitzvah schedule of dates o Support the volunteers who coordinate the mitzvot o Assist in the organisation of the High Holy Days particularly in co-ordinating all mitzvot o Assist the Senior Rabbi and the office in the organisation of interfaith/multifaith and other events including the sending out invitations and co-ordinating response o Ensure that thank you letters for donations, yahrzeits and other acknowledgements are prepared and signed by the Senior Rabbi o Complete the weekly yahrzeit list o Complete administration support for the Bereavement Support o Any other duties which may be reasonably requested by the Senior Rabbi and Executive Director. o Funeral Coordinator o To co-ordinate the administration of funerals (burials and cremations) for members and non-members. o To liaise with the family/estate, rabbis, funeral directors, cemetery/crematorium or others as necessary in making the arrangements. o To provide details of cost to the person organising the funeral. o To prepare funeral and related invoices in consultation with the Financial Controller. o To organise consecrations and arrange interments of ashes and ordering of memorial plaques. o To administer the burial of non-members, including preparing invoices and dealing with payments for the burials. o To administer the allocation of graves, reservations and columbarium o To prepare condolence letters for Rabbis. o To send out electronic Bereavement Notifications o To respond to requests from the public for plot locations and information on the cemetery. o To provide annual statistical information on burials and cremations for Liberal Judaism and the Board of Deputies. o To ensure and promote the maintenance of graves as requested by families o Send out the biennial Memorial Service for the Loss of a Child and the Loss of the Prospect of a Child. Membership Coordinator: o Administer and coordinate the membership process from receipt of a new application including liaising with the applicant, the Financial Controller and the Rabbis o Maintain the appropriate Council reports for new members and resignations o Send welcome letters and packs to new members o Send resignation letters to members o Ensure the CRM (ShulCloud) system is up to date (training will be provided) with members details, and their journey through the membership process including adding new members, resigning members, changing their status in respect of age membership changes and so on. o Produce ShulCloud (CRM) reports o Ensure ShulCloud (CRM) is maintained and up to date o Work closely with staff to support contact with members in respect of volunteering, marketing, High Holy Day ticketing, the creation of mail merges and the AGM o Be a superuser of the ShulCloud, working closely with the ShulCloud consultant, understanding and learning what the system can do and supporting others to use it. o Work alongside other areas that involve links to membership i.e. education o Any other relevant tasks as requested Personal Specifications: Prior administrative or personal assistant experience Excellent written and verbal communication skills Strong organisational skills and attention to detail High level of discretion and confidentiality Proficiency with office software (i.e. Microsoft Office) Experience of using ShulCloud CRM system would be beneficial but not essential (training will be provided) Comfortable working in a Progressive Jewish religious environment; familiarity with Jewish customs and terminology Flexibility to work occasional evenings/weekends during holidays or events An understanding of how a CRM system can be used to provide data and information and enhance membership experience In addition: Friendly, professional demeanour Ability to multitask and meet deadlines Sensitivity to the pastoral and spiritual aspects of the Rabbi s role Sensitivity, resilience in dealing with bereavements, willing to undergo training. This post is subject to an Enhanced DBS check
Senior Business Systems Analyst (Salesforce/Product Integration) Remote - United Kingdom IT & Systems Come join the company that is reinventing cloud security and empowering businesses to thrive in the cloud. As the fastest-growing startup ever, Wiz is on a mission to help organizations secure cloud environments that will accelerate their businesses. Trusted by security teams all over the world, we have a proventrack record of success and a culture that values world-class talent. Our Wizards from over 13 countries work together to protect the infrastructure of our hundreds of customers, including over 45% of the Fortune 100, who trust us to scan and secure over 230 billion files daily. We're the leading player in a massive and growing market, but it's still early enough for you to make a significant impact. At Wiz, you'll have the freedom to think creatively, dream big, and use your full range of skills to contribute to our record growth. Come join our team and help us create secure cloud environments that allow the best companies to move faster. SUMMARY The Business Systems Team is central to Wiz's operational excellence and growth, ensuring the reliability and evolution of key business systems that support critical functions across the organization. Composed of technical administrators, developers, and analysts, the team focuses on maintaining and optimizing these business systems to drive efficiency and effectiveness. Combining strategic oversight with tactical execution, the Business Systems Team directly contributes to the success of Wiz's core business objectives as the company scales. As a Business Systems Analyst in this unique and specialized role, you will focus on soliciting, analyzing, and refining business requirements for Salesforce-centric internal product functionality, emphasizing licensing and entitlement automation. Collaborating with Product, Engineering, and GTM, you will support and optimize related Salesforce workflows, with a strong focus on technical integrations. Your responsibilities include translating needs into technical solutions, maintaining documentation, contributing to project intake, supporting Kanban execution, and ensuring alignment for quality deliverables. Success requires deep specialization in Salesforce-based automation of internal product licensing and entitlements, including the ecosystem for managing product access. Critical is a high technical aptitude with experience integrating Salesforce with back-office systems and custom technology. Additionally, a strong BA foundation, diverse process experience, proactivity, autonomy, and agility are essential. WHAT YOU'LL DO Serve as the primary Business Analyst supporting all initiatives related to Salesforce-driven internal product licensing and entitlements, with a strong focus on related technical integrations. Own business analysis deliverables and workstream for assigned projects end-to-end. Collaborate with stakeholders and delivery teams to continually prioritize work, ensuring focus on the most impactful initiatives. Expertly solicit requirements (interviews, prototyping, etc.) and ensure thorough, maintained project artifacts. Ensure project status updates are completed on time and communicated to the business stakeholders, and serve as a key point of contact for business stakeholders. Validate the completeness of Business Requirements Documents and ensure they meet all necessary requirements prior to creating user stories. Collaborate with the technical teams during the execution planning phase to build out user stories and acceptance criteria, with a focus on integration requirements. Build strong relationships with business stakeholders through functional integration to understand and address technical and integration needs. Demonstrate strong teamwork by actively identifying internal process deficiencies and areas for improvement within the Salesforce-based product licensing and entitlement domain, particularly concerning technical integrations, and taking the initiative to recommend and implement solutions. WHAT YOU'LL BRING 7+ years of experience in a Business Systems Analyst role supporting a SaaS company 1 - 3 years of specialization in Salesforce-based licensing and entitlement automation for internal products, with significant experience in technical integrations. Proven experience in business analysis, requirements gathering, and process mapping within the business systems ecosystem, primarily supporting Salesforce with an understanding of process inputs/outputs (e.g., product definition changes impacting Salesforce license updates via integrations). Experience managing multiple concurrent business systems projects end-to-end in a Kanban environment, including story prioritization, timeline contribution, and resource coordination, often involving complex integrations. Proficiency with project management tools like Jira is essential. A high degree of technical aptitude is critical, with proven experience integrating Salesforce with various back-office systems and custom services/technology. Exceptional communication and interpersonal skills, with a proven track record of effectively engaging and managing expectations across a diverse range of stakeholders, particularly within Product, Engineering, and Sales. Strong analytical and problem-solving skills, with a keen eye for detail, especially within complex Salesforce-driven licensing and entitlement workflows, including integration points. Ability to learn new technology quickly and with a high degree of proficiency, including integration platforms and APIs. Proactive and highly autonomous with proven experience working effectively within an agile environment. Wiz is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. By submitting your application, you acknowledge that Wiz will process your personal data in accordance with Wiz's Privacy Policy.
Jul 17, 2025
Full time
Senior Business Systems Analyst (Salesforce/Product Integration) Remote - United Kingdom IT & Systems Come join the company that is reinventing cloud security and empowering businesses to thrive in the cloud. As the fastest-growing startup ever, Wiz is on a mission to help organizations secure cloud environments that will accelerate their businesses. Trusted by security teams all over the world, we have a proventrack record of success and a culture that values world-class talent. Our Wizards from over 13 countries work together to protect the infrastructure of our hundreds of customers, including over 45% of the Fortune 100, who trust us to scan and secure over 230 billion files daily. We're the leading player in a massive and growing market, but it's still early enough for you to make a significant impact. At Wiz, you'll have the freedom to think creatively, dream big, and use your full range of skills to contribute to our record growth. Come join our team and help us create secure cloud environments that allow the best companies to move faster. SUMMARY The Business Systems Team is central to Wiz's operational excellence and growth, ensuring the reliability and evolution of key business systems that support critical functions across the organization. Composed of technical administrators, developers, and analysts, the team focuses on maintaining and optimizing these business systems to drive efficiency and effectiveness. Combining strategic oversight with tactical execution, the Business Systems Team directly contributes to the success of Wiz's core business objectives as the company scales. As a Business Systems Analyst in this unique and specialized role, you will focus on soliciting, analyzing, and refining business requirements for Salesforce-centric internal product functionality, emphasizing licensing and entitlement automation. Collaborating with Product, Engineering, and GTM, you will support and optimize related Salesforce workflows, with a strong focus on technical integrations. Your responsibilities include translating needs into technical solutions, maintaining documentation, contributing to project intake, supporting Kanban execution, and ensuring alignment for quality deliverables. Success requires deep specialization in Salesforce-based automation of internal product licensing and entitlements, including the ecosystem for managing product access. Critical is a high technical aptitude with experience integrating Salesforce with back-office systems and custom technology. Additionally, a strong BA foundation, diverse process experience, proactivity, autonomy, and agility are essential. WHAT YOU'LL DO Serve as the primary Business Analyst supporting all initiatives related to Salesforce-driven internal product licensing and entitlements, with a strong focus on related technical integrations. Own business analysis deliverables and workstream for assigned projects end-to-end. Collaborate with stakeholders and delivery teams to continually prioritize work, ensuring focus on the most impactful initiatives. Expertly solicit requirements (interviews, prototyping, etc.) and ensure thorough, maintained project artifacts. Ensure project status updates are completed on time and communicated to the business stakeholders, and serve as a key point of contact for business stakeholders. Validate the completeness of Business Requirements Documents and ensure they meet all necessary requirements prior to creating user stories. Collaborate with the technical teams during the execution planning phase to build out user stories and acceptance criteria, with a focus on integration requirements. Build strong relationships with business stakeholders through functional integration to understand and address technical and integration needs. Demonstrate strong teamwork by actively identifying internal process deficiencies and areas for improvement within the Salesforce-based product licensing and entitlement domain, particularly concerning technical integrations, and taking the initiative to recommend and implement solutions. WHAT YOU'LL BRING 7+ years of experience in a Business Systems Analyst role supporting a SaaS company 1 - 3 years of specialization in Salesforce-based licensing and entitlement automation for internal products, with significant experience in technical integrations. Proven experience in business analysis, requirements gathering, and process mapping within the business systems ecosystem, primarily supporting Salesforce with an understanding of process inputs/outputs (e.g., product definition changes impacting Salesforce license updates via integrations). Experience managing multiple concurrent business systems projects end-to-end in a Kanban environment, including story prioritization, timeline contribution, and resource coordination, often involving complex integrations. Proficiency with project management tools like Jira is essential. A high degree of technical aptitude is critical, with proven experience integrating Salesforce with various back-office systems and custom services/technology. Exceptional communication and interpersonal skills, with a proven track record of effectively engaging and managing expectations across a diverse range of stakeholders, particularly within Product, Engineering, and Sales. Strong analytical and problem-solving skills, with a keen eye for detail, especially within complex Salesforce-driven licensing and entitlement workflows, including integration points. Ability to learn new technology quickly and with a high degree of proficiency, including integration platforms and APIs. Proactive and highly autonomous with proven experience working effectively within an agile environment. Wiz is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. By submitting your application, you acknowledge that Wiz will process your personal data in accordance with Wiz's Privacy Policy.
Social network you want to login/join with: Junior Paraplanner, Senior IFA Administrator, Edinburgh Client: Location: Edinburgh, United Kingdom Job Category: Other - EU work permit required: Yes Job Reference: 0c032ae2c50d Job Views: 7 Posted: 04.06.2025 Expiry Date: 19.07.2025 Job Description: My client is a highly reputable and well-regarded IFA practice in Edinburgh. A new and exciting opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This role is ideal if you are currently working as an IFA support individual and wish to progress your career into paraplanning or gain more experience in report writing. Responsibilities include processing applications, chasing outstanding information, liaising with external companies, and assisting the Paraplanner closely. You will also manage the daily operations of the office alongside other staff, engaging directly with clients. Additional duties involve maintaining client information using back-office systems, reconciling commissions and fees, and inputting client data onto platforms. Ideally, you will have passed financial exams and be encouraged to pursue the Diploma, as this role offers progression towards a Paraplanning position. The successful candidate will be a quick thinker, dynamic, confident in front-facing roles, and capable of managing high workloads, prioritizing, and multitasking effectively. In return, you will join a valued team with a competitive salary, comprehensive benefits, and flexible working arrangements. The team is warm, professional, and friendly, providing a supportive work environment.
Jul 17, 2025
Full time
Social network you want to login/join with: Junior Paraplanner, Senior IFA Administrator, Edinburgh Client: Location: Edinburgh, United Kingdom Job Category: Other - EU work permit required: Yes Job Reference: 0c032ae2c50d Job Views: 7 Posted: 04.06.2025 Expiry Date: 19.07.2025 Job Description: My client is a highly reputable and well-regarded IFA practice in Edinburgh. A new and exciting opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This role is ideal if you are currently working as an IFA support individual and wish to progress your career into paraplanning or gain more experience in report writing. Responsibilities include processing applications, chasing outstanding information, liaising with external companies, and assisting the Paraplanner closely. You will also manage the daily operations of the office alongside other staff, engaging directly with clients. Additional duties involve maintaining client information using back-office systems, reconciling commissions and fees, and inputting client data onto platforms. Ideally, you will have passed financial exams and be encouraged to pursue the Diploma, as this role offers progression towards a Paraplanning position. The successful candidate will be a quick thinker, dynamic, confident in front-facing roles, and capable of managing high workloads, prioritizing, and multitasking effectively. In return, you will join a valued team with a competitive salary, comprehensive benefits, and flexible working arrangements. The team is warm, professional, and friendly, providing a supportive work environment.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jul 17, 2025
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Type of Position: Senior IFA Administrator - Hailsham Pay: £40k - £50k Senior IFA Administrator - Hailsham We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals. Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Jul 17, 2025
Full time
Type of Position: Senior IFA Administrator - Hailsham Pay: £40k - £50k Senior IFA Administrator - Hailsham We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals. Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
We currently have an exciting position for a Senior Pensions Administrator to join an in-house Pension team based in the North West. In this role, you'll be responsible for delivering high-quality pension administration services across a variety of Defined Benefit (DB) and Defined Contribution (DC) schemes. Reporting and Collaboration You'll report to the Pensions Administration Team Leader and work closely with internal stakeholders such as Payroll and HR, as well as external partners including HMRC, IFAs, and the DC administration provider. Key Responsibilities: Perform, check, and review calculations across a range of DB pension processes, including retirements, deaths, and transfers out. Ensure SLA adherence by working closely with administrators and peers. Support calendar events, ad-hoc projects, and process improvements. Provide technical support and guidance to team members. Liaise with Client Relationship Management (CRM) to resolve member queries. Maintain accurate electronic filing and documentation. Help identify and implement process improvements. Develop knowledge of DC scheme operations and liaise with the DC provider when required. Gain a strong understanding of scheme rules, pension legislation, and the pension database. About You: Experience: Previous pensions administration experience (essential). Solid knowledge of DB pension schemes. Familiarity with pension legislation and scheme rules. Skills & Attributes: Technically proficient with strong calculation and analytical skills. Proficient in Microsoft Excel and Word. Organised, with excellent attention to detail. Strong written and verbal communication skills. Customer-focused with the ability to work independently and collaboratively. A supportive and positive role model within the team. What's in it for you? You'll become part of a trusted and experienced team, playing a key role in supporting thousands of members in achieving their retirement goals. We offer a collaborative environment, opportunities for continued professional development, and the chance to work on meaningful projects. Please quote 51523 when calling Sarah at Alexander Lloyd or email her at . Alexander Lloyd is a specialist within Financial Services recruitment, covering areas such as Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C, and more. Due to high interest, we cannot respond to each application individually. If you do not hear back, you have not been shortlisted. Please continue to check our website for other roles that may interest you.
Jul 17, 2025
Full time
We currently have an exciting position for a Senior Pensions Administrator to join an in-house Pension team based in the North West. In this role, you'll be responsible for delivering high-quality pension administration services across a variety of Defined Benefit (DB) and Defined Contribution (DC) schemes. Reporting and Collaboration You'll report to the Pensions Administration Team Leader and work closely with internal stakeholders such as Payroll and HR, as well as external partners including HMRC, IFAs, and the DC administration provider. Key Responsibilities: Perform, check, and review calculations across a range of DB pension processes, including retirements, deaths, and transfers out. Ensure SLA adherence by working closely with administrators and peers. Support calendar events, ad-hoc projects, and process improvements. Provide technical support and guidance to team members. Liaise with Client Relationship Management (CRM) to resolve member queries. Maintain accurate electronic filing and documentation. Help identify and implement process improvements. Develop knowledge of DC scheme operations and liaise with the DC provider when required. Gain a strong understanding of scheme rules, pension legislation, and the pension database. About You: Experience: Previous pensions administration experience (essential). Solid knowledge of DB pension schemes. Familiarity with pension legislation and scheme rules. Skills & Attributes: Technically proficient with strong calculation and analytical skills. Proficient in Microsoft Excel and Word. Organised, with excellent attention to detail. Strong written and verbal communication skills. Customer-focused with the ability to work independently and collaboratively. A supportive and positive role model within the team. What's in it for you? You'll become part of a trusted and experienced team, playing a key role in supporting thousands of members in achieving their retirement goals. We offer a collaborative environment, opportunities for continued professional development, and the chance to work on meaningful projects. Please quote 51523 when calling Sarah at Alexander Lloyd or email her at . Alexander Lloyd is a specialist within Financial Services recruitment, covering areas such as Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C, and more. Due to high interest, we cannot respond to each application individually. If you do not hear back, you have not been shortlisted. Please continue to check our website for other roles that may interest you.
Artemis Recruitment Consultants Ltd
St. Albans, Hertfordshire
Type of Position: Senior IFA Administrator - St Albans Pay: £35k - £40k Senior IFA Administrator - St Albans We are seeking an experienced IFA Administrator to join our client's team in St Albans. This role involves supporting one IFA with all administrative tasks, including business processing, financial administration, and client liaison. Proficiency with various CRM systems and platforms is required. Key Responsibilities: Support the Business Support Team in client propositions. Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly. Update the back office system to ensure accurate client data. Maintain compliant client files with all necessary documents. Manage workflow and diary systems for quick staff access. Prepare client valuations for annual reviews and invoice for additional services outside the standard package. Process servicing tasks in line with the Client Service Agreement, including invoicing for extra requests. Ensure timely and accurate processing of work to meet client service standards and targets. Build and maintain relationships with clients, consultants, and third parties. Participate in project work to support team goals. Assist colleagues as needed to distribute workloads and achieve team objectives. Experience and Qualifications: Previous administration and customer service experience is essential. Telephone-based customer service experience is beneficial. Financial Services experience is preferred, especially in life and pensions sectors. Relevant qualifications or willingness to study are desirable. If you consent to being contacted about our products and services, please opt in by ticking the box. More information about how we handle your data is available in our Privacy Policy.
Jul 17, 2025
Full time
Type of Position: Senior IFA Administrator - St Albans Pay: £35k - £40k Senior IFA Administrator - St Albans We are seeking an experienced IFA Administrator to join our client's team in St Albans. This role involves supporting one IFA with all administrative tasks, including business processing, financial administration, and client liaison. Proficiency with various CRM systems and platforms is required. Key Responsibilities: Support the Business Support Team in client propositions. Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly. Update the back office system to ensure accurate client data. Maintain compliant client files with all necessary documents. Manage workflow and diary systems for quick staff access. Prepare client valuations for annual reviews and invoice for additional services outside the standard package. Process servicing tasks in line with the Client Service Agreement, including invoicing for extra requests. Ensure timely and accurate processing of work to meet client service standards and targets. Build and maintain relationships with clients, consultants, and third parties. Participate in project work to support team goals. Assist colleagues as needed to distribute workloads and achieve team objectives. Experience and Qualifications: Previous administration and customer service experience is essential. Telephone-based customer service experience is beneficial. Financial Services experience is preferred, especially in life and pensions sectors. Relevant qualifications or willingness to study are desirable. If you consent to being contacted about our products and services, please opt in by ticking the box. More information about how we handle your data is available in our Privacy Policy.
Select how often (in days) to receive an alert: Position Summary: We are seeking a skilled Senior Cloud Identity Administrator to join our Digital Identity team. The ideal candidate will be responsible for ongoing activities related to identity and authorization of our various cloud services and applications. This role requires familiarity with concepts related to identity, such as multifactor authentication and single sign-on. Key Responsibilities: Cloud Identity & Access Management: Lead and manage the design, implementation, andongoing optimization of cloud-based identity solutions, including Azure Active Directory, AWS IAM, and other cloud IAM services. Identity Federation & Single Sign-On: Configure and manage identity federation (SAML, OAuth, OpenID) and Single Sign-On (SSO) integrations across multiple cloud applications and third-party systems. Administer Privileged Identity Management (PIM) in Entra. Access Control & Security: Establish and enforce security policies for user access, roles, and permissions, including multi-factor authentication (MFA) and conditional access rules. Identity Governance: Implement and maintain identity governance and lifecycle management practices, ensuring compliance with industry standards and regulatory requirements. Collaboration & Cross-Functional Support: Collaborate with internal teams (security, DevOps, application owners) to ensure proper identity and access management practices across cloud-based environments, ensuring compliance and reducing security risks. Monitoring & Troubleshooting: Proactively monitor, troubleshoot, and resolve identity-related incidents and service disruptions, ensuring minimal impact to users and business operations. Documentation & Knowledge Sharing: Develop and maintain technical documentation, including standard operating procedures (SOPs) and best practices for identity management. Mentor junior team members and provide expertise on complex identity challenges. Build and maintain Infrastructure as Code (IaC) modules and applications, preferably using Terraform, to automate tasks and simplify effort. Manage DNS domain registrations, zones, and redirects. Manage certificate lifecycles. Required Skills and Experience: Minimum of 5 years' experience with Microsoft Azure/Entra ID and services. Expertise in identity federation protocols (SAML, OAuth, OpenID Connect) and Single Sign-On (SSO) configurations. Experience with Microsoft Active Directory. Experience with Privileged Identity Management, MFA, and Conditional Access Policies. Working knowledge of all aspects of DNS. Knowledge of scripting and automation tools (PowerShell, Azure CLI, AWS CLI, Python, etc.) to automate tasks and streamline processes. Proficiency in Infrastructure as Code (IaC) tools, preferably Terraform. Ability to troubleshoot complex identity-related issues in cloud environments and implement effective solutions. Ability to work independently and as part of a team. Strong communication skills and the ability to collaborate effectively with stakeholders. This position does not require travel. Requires sitting or standing at will while performing work on a computer (or any other physical requirements ). Preferred Qualifications: Certifications in Azure or other related areas. Familiarity with DevOps practices and CI/CD pipeline integration related to identity management. Knowledge of ServiceNow for change management and incident management. An exciting career as an integral part of a world-leading software company providing solutions for architecture, engineering, and construction. Competitive Salary and benefits. The opportunity to work within a global and diverse international team. A supportive and collaborative environment. Colleague Recognition Awards. About Bentley Systems Bentley Systems (Nasdaq: BSY) is the infrastructure engineering software company. We provide innovative software to advance the world's infrastructure - sustaining both the global economy and environment. Our industry-leading software solutions are used by professionals, and organizations of every size, for the design, construction, and operations of roads and bridges, rail and transit, water and wastewater, public works and utilities, buildings and campuses, mining, and industrial facilities. Our offerings, powered by the iTwin Platform for infrastructure digital twins, include MicroStation and Bentley Open applications for modeling and simulation, Seequent's software for geoprofessionals, and Bentley Infrastructure Cloud encompassing ProjectWise for project delivery, SYNCHRO for construction management, and AssetWise for asset operations. Bentley Systems' 5,200 colleagues generate annual revenues of more than $1 billion in 194 countries. Equal Opportunity Employer: Bentley is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, disability, pregnancy, protected veteran status, religion, national origin, age, genetic information or any other protected characteristic. This commitment extends to all aspects of employment, including, but not limited to, hiring, placement, promotion, compensation, and training.Know Your Rights as an applicant under the law. As an Equal Opportunity Employer, Bentley is committed to providing reasonable accommodations to applicants with disabilities. We encourage you to request a reasonable accommodation if you are not able to fully use or access our online application system. You can make an accommodation request by calling or sending us an email at 2025 Copyright Bentley Systems, Incorporated
Jul 17, 2025
Full time
Select how often (in days) to receive an alert: Position Summary: We are seeking a skilled Senior Cloud Identity Administrator to join our Digital Identity team. The ideal candidate will be responsible for ongoing activities related to identity and authorization of our various cloud services and applications. This role requires familiarity with concepts related to identity, such as multifactor authentication and single sign-on. Key Responsibilities: Cloud Identity & Access Management: Lead and manage the design, implementation, andongoing optimization of cloud-based identity solutions, including Azure Active Directory, AWS IAM, and other cloud IAM services. Identity Federation & Single Sign-On: Configure and manage identity federation (SAML, OAuth, OpenID) and Single Sign-On (SSO) integrations across multiple cloud applications and third-party systems. Administer Privileged Identity Management (PIM) in Entra. Access Control & Security: Establish and enforce security policies for user access, roles, and permissions, including multi-factor authentication (MFA) and conditional access rules. Identity Governance: Implement and maintain identity governance and lifecycle management practices, ensuring compliance with industry standards and regulatory requirements. Collaboration & Cross-Functional Support: Collaborate with internal teams (security, DevOps, application owners) to ensure proper identity and access management practices across cloud-based environments, ensuring compliance and reducing security risks. Monitoring & Troubleshooting: Proactively monitor, troubleshoot, and resolve identity-related incidents and service disruptions, ensuring minimal impact to users and business operations. Documentation & Knowledge Sharing: Develop and maintain technical documentation, including standard operating procedures (SOPs) and best practices for identity management. Mentor junior team members and provide expertise on complex identity challenges. Build and maintain Infrastructure as Code (IaC) modules and applications, preferably using Terraform, to automate tasks and simplify effort. Manage DNS domain registrations, zones, and redirects. Manage certificate lifecycles. Required Skills and Experience: Minimum of 5 years' experience with Microsoft Azure/Entra ID and services. Expertise in identity federation protocols (SAML, OAuth, OpenID Connect) and Single Sign-On (SSO) configurations. Experience with Microsoft Active Directory. Experience with Privileged Identity Management, MFA, and Conditional Access Policies. Working knowledge of all aspects of DNS. Knowledge of scripting and automation tools (PowerShell, Azure CLI, AWS CLI, Python, etc.) to automate tasks and streamline processes. Proficiency in Infrastructure as Code (IaC) tools, preferably Terraform. Ability to troubleshoot complex identity-related issues in cloud environments and implement effective solutions. Ability to work independently and as part of a team. Strong communication skills and the ability to collaborate effectively with stakeholders. This position does not require travel. Requires sitting or standing at will while performing work on a computer (or any other physical requirements ). Preferred Qualifications: Certifications in Azure or other related areas. Familiarity with DevOps practices and CI/CD pipeline integration related to identity management. Knowledge of ServiceNow for change management and incident management. An exciting career as an integral part of a world-leading software company providing solutions for architecture, engineering, and construction. Competitive Salary and benefits. The opportunity to work within a global and diverse international team. A supportive and collaborative environment. Colleague Recognition Awards. About Bentley Systems Bentley Systems (Nasdaq: BSY) is the infrastructure engineering software company. We provide innovative software to advance the world's infrastructure - sustaining both the global economy and environment. Our industry-leading software solutions are used by professionals, and organizations of every size, for the design, construction, and operations of roads and bridges, rail and transit, water and wastewater, public works and utilities, buildings and campuses, mining, and industrial facilities. Our offerings, powered by the iTwin Platform for infrastructure digital twins, include MicroStation and Bentley Open applications for modeling and simulation, Seequent's software for geoprofessionals, and Bentley Infrastructure Cloud encompassing ProjectWise for project delivery, SYNCHRO for construction management, and AssetWise for asset operations. Bentley Systems' 5,200 colleagues generate annual revenues of more than $1 billion in 194 countries. Equal Opportunity Employer: Bentley is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, disability, pregnancy, protected veteran status, religion, national origin, age, genetic information or any other protected characteristic. This commitment extends to all aspects of employment, including, but not limited to, hiring, placement, promotion, compensation, and training.Know Your Rights as an applicant under the law. As an Equal Opportunity Employer, Bentley is committed to providing reasonable accommodations to applicants with disabilities. We encourage you to request a reasonable accommodation if you are not able to fully use or access our online application system. You can make an accommodation request by calling or sending us an email at 2025 Copyright Bentley Systems, Incorporated
A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs. The job can be based anywhere in the central belt within their Employee benefits team working alongside highly regarded consultants and advisers. As standard they will be returning to a hybrid working model for their staff. Working within a tight team of focused professionals, you will provide support to the Employee Benefits consultants, being the first point of contact for their valued client base which continues to grow. With your excellent technical background and relationship management skills, you will work in partnership with your seniors to improve efficiency and service delivery to clients. To be successful in the role you will have previous corporate experience within an IFA office, Pensions Consultancy or In-house environment, dealing with all Employee Benefits/ Group Risk products and will be looking to further expand your knowledge within this field. Evidence and an ability to work as a part of a team is vital, as is a highly organised approach and having IT skills and software knowledge with a keen eye for detail. Exams not a pre requisite such as GR1 but preferred. The job will be suitable for candidates who have experience in the following areas: Group Risk Administration, IFA Sales Support, Financial Services Administration, Employee Benefits Administration, Employee Benefits Coordination and Pensions & Benefits Administration in DC either consultancy or an independent. In return you will be offered development and a rare opportunity to work with the industry's finest. Along with this you will gain a highly competitive basic, benefits package along with bonus and exam support. To be considered please apply in the initial instance or contact Alison Curran to have a confidential discussion.
Jul 17, 2025
Full time
A rare new vacancy for a Senior Group Risk/ Employee Benefits administrator has become available with a well regarded practice who have a national presence They are a leading organisation with an excellent reputation throughout the UK for providing first class service to clients across all of their wealth and employee benefits needs. The job can be based anywhere in the central belt within their Employee benefits team working alongside highly regarded consultants and advisers. As standard they will be returning to a hybrid working model for their staff. Working within a tight team of focused professionals, you will provide support to the Employee Benefits consultants, being the first point of contact for their valued client base which continues to grow. With your excellent technical background and relationship management skills, you will work in partnership with your seniors to improve efficiency and service delivery to clients. To be successful in the role you will have previous corporate experience within an IFA office, Pensions Consultancy or In-house environment, dealing with all Employee Benefits/ Group Risk products and will be looking to further expand your knowledge within this field. Evidence and an ability to work as a part of a team is vital, as is a highly organised approach and having IT skills and software knowledge with a keen eye for detail. Exams not a pre requisite such as GR1 but preferred. The job will be suitable for candidates who have experience in the following areas: Group Risk Administration, IFA Sales Support, Financial Services Administration, Employee Benefits Administration, Employee Benefits Coordination and Pensions & Benefits Administration in DC either consultancy or an independent. In return you will be offered development and a rare opportunity to work with the industry's finest. Along with this you will gain a highly competitive basic, benefits package along with bonus and exam support. To be considered please apply in the initial instance or contact Alison Curran to have a confidential discussion.
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 11/05/2025 Type of Position: Senior IFA Administrator - Liverpool Pay: £30k - £40k Reference: Liverpool1 Senior IFA Administrator - Liverpool We are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals. Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study If you would be interested in applying for this opportunity then please submit a copy of your CV to If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Jul 17, 2025
Full time
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 11/05/2025 Type of Position: Senior IFA Administrator - Liverpool Pay: £30k - £40k Reference: Liverpool1 Senior IFA Administrator - Liverpool We are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals. Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study If you would be interested in applying for this opportunity then please submit a copy of your CV to If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator to join their expanding Edinburgh team, providing support to their advisers. This is a unique opportunity to join a leading organisation focusing on HNW wealth management with scope for progression in the years to come. Key Skills and Requirements: Experience supporting those writing suitability reports and conducting research on behalf of advisers. Diploma qualification or progress towards, with aspirations to complete exams. Experience with platforms, including Avelo, WRAP platforms, etc. Ability to review client portfolios and research risks involved with each client. Ability to interact with team members to create documentation packs (Financial planning administrators/Paraplanners). Fund analysis, product comparison, charges analysis. Excellent communication skills to clearly present findings to advisers and HNW individuals in a fast-paced environment. An exceptionally competitive basic salary and benefits package, along with the opportunity to develop a long and successful career, are on offer to the successful candidate. This role is ideal for an experienced IFA administrator to join an expanding close-knit team within a wider unit dealing with HNW/UHNW clients. To be considered, please apply ASAP or contact Alison Curran for a confidential discussion.
Jul 15, 2025
Full time
My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator to join their expanding Edinburgh team, providing support to their advisers. This is a unique opportunity to join a leading organisation focusing on HNW wealth management with scope for progression in the years to come. Key Skills and Requirements: Experience supporting those writing suitability reports and conducting research on behalf of advisers. Diploma qualification or progress towards, with aspirations to complete exams. Experience with platforms, including Avelo, WRAP platforms, etc. Ability to review client portfolios and research risks involved with each client. Ability to interact with team members to create documentation packs (Financial planning administrators/Paraplanners). Fund analysis, product comparison, charges analysis. Excellent communication skills to clearly present findings to advisers and HNW individuals in a fast-paced environment. An exceptionally competitive basic salary and benefits package, along with the opportunity to develop a long and successful career, are on offer to the successful candidate. This role is ideal for an experienced IFA administrator to join an expanding close-knit team within a wider unit dealing with HNW/UHNW clients. To be considered, please apply ASAP or contact Alison Curran for a confidential discussion.
My client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. The business has highly performed and following a period of expansion require additional administrative support to their IFAs. In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations. To be considered you must be an experienced administrator with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP or to discuss confidentially with Alison Curran this, and also potentially other similar opportunities in the area.
Jul 15, 2025
Full time
My client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. The business has highly performed and following a period of expansion require additional administrative support to their IFAs. In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations. To be considered you must be an experienced administrator with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP or to discuss confidentially with Alison Curran this, and also potentially other similar opportunities in the area.
Social network you want to login/join with: Senior IFA administrator, Technical Report Writer, Glasgow Client: Location: Glasgow, United Kingdom Job Category: Other - EU work permit required: Yes Job Reference: c04b9695b302 Job Views: 4 Posted: 04.06.2025 Expiry Date: 19.07.2025 Job Description: My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role involves supporting highly performing IFAs within the administration team, working alongside paraplanners and sales support. It will focus on pensions transfer business, with client-facing elements as you gain expertise. Key responsibilities include: Preparation of Suitability Reports Liaising with product providers to collate pension and investment information for replacement contracts Providing technical support with paraplanning and research Carrying out market research prior to client meetings Assisting with ongoing due diligence reviews of investment funds and platforms Supporting the Financial Adviser / MD as needed
Jul 14, 2025
Full time
Social network you want to login/join with: Senior IFA administrator, Technical Report Writer, Glasgow Client: Location: Glasgow, United Kingdom Job Category: Other - EU work permit required: Yes Job Reference: c04b9695b302 Job Views: 4 Posted: 04.06.2025 Expiry Date: 19.07.2025 Job Description: My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role involves supporting highly performing IFAs within the administration team, working alongside paraplanners and sales support. It will focus on pensions transfer business, with client-facing elements as you gain expertise. Key responsibilities include: Preparation of Suitability Reports Liaising with product providers to collate pension and investment information for replacement contracts Providing technical support with paraplanning and research Carrying out market research prior to client meetings Assisting with ongoing due diligence reviews of investment funds and platforms Supporting the Financial Adviser / MD as needed
Arthur J. Gallagher & Co. (AJG)
Bristol, Gloucestershire
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Are you ready to take your expertise in pension administration to the next level? Join Gallagher, a global leader in insurance brokerage and risk management, as a Principal Pensions Administrator. With opportunities in Bristol, Manchester, Edinburgh, and Ipswich, this role offers you the chance to create a significant impact while working in an encouraging and multifaceted environment. Why Gallagher? At Gallagher, we are dedicated to encouraging a culture of excellence, innovation, and teamwork. Lead as a Principal Pensions Administrator by providing excellent service to clients and guiding a dedicated team of pensions administrators. We offer a vibrant workplace where your contributions are recognized, and your career growth is supported. How you'll make an impact Own the administration of a diverse portfolio of occupational pension schemes, including DB, DC, and Hybrid pensions, ensuring accuracy and timeliness in all tasks. Allocate cases, perform and check both automated and manual calculations, and manage pensioner payrolls. Draft and review correspondence and reports, manage cashflows, investments, disinvestments, and invoices. Provide supervision and training to pensions administrators and senior pensions administrators, deputizing for the Team Leader when needed. Engage with scheme members through various channels, addressing queries and providing solutions. Collaborate with team members and build enduring relationships with supporting teams. Support the Client Executive team and attend client meetings or new business pitches as the need arises. About You About You: Demonstrated ability in defined benefit/defined contribution pension scheme administration. Achieved or studying towards the Pension Management Institute's CPC qualification. Experience in management and/or mentoring of team members. Ability to break down and explain complex calculations in simple terms. Strong analytical skills with a logical approach to problem-solving. Proficiency in Microsoft Office and excellent communication skills. Ability to work effectively as part of a team and prioritize tasks to meet deadlines. Gallagher Behaviors: Leading Self: Demonstrate integrity, trust, and personal responsibility. Leading Others & Relationships: Build diverse networks, collaborate effectively, and connect with influence. Leading Results: Deliver client excellence, plan strategically, and drive for results. Leading the Business: Demonstrate business knowledge, critical thinking, and innovation. Join Us and Shape the Future! At Gallagher, we invest in our people's health, financial wellbeing, and career growth. If you're ready to take on an exciting role as a Principal Pensions Administrator, apply now and become a part of our global success story. Your future starts here! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Jul 10, 2025
Full time
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview Are you ready to take your expertise in pension administration to the next level? Join Gallagher, a global leader in insurance brokerage and risk management, as a Principal Pensions Administrator. With opportunities in Bristol, Manchester, Edinburgh, and Ipswich, this role offers you the chance to create a significant impact while working in an encouraging and multifaceted environment. Why Gallagher? At Gallagher, we are dedicated to encouraging a culture of excellence, innovation, and teamwork. Lead as a Principal Pensions Administrator by providing excellent service to clients and guiding a dedicated team of pensions administrators. We offer a vibrant workplace where your contributions are recognized, and your career growth is supported. How you'll make an impact Own the administration of a diverse portfolio of occupational pension schemes, including DB, DC, and Hybrid pensions, ensuring accuracy and timeliness in all tasks. Allocate cases, perform and check both automated and manual calculations, and manage pensioner payrolls. Draft and review correspondence and reports, manage cashflows, investments, disinvestments, and invoices. Provide supervision and training to pensions administrators and senior pensions administrators, deputizing for the Team Leader when needed. Engage with scheme members through various channels, addressing queries and providing solutions. Collaborate with team members and build enduring relationships with supporting teams. Support the Client Executive team and attend client meetings or new business pitches as the need arises. About You About You: Demonstrated ability in defined benefit/defined contribution pension scheme administration. Achieved or studying towards the Pension Management Institute's CPC qualification. Experience in management and/or mentoring of team members. Ability to break down and explain complex calculations in simple terms. Strong analytical skills with a logical approach to problem-solving. Proficiency in Microsoft Office and excellent communication skills. Ability to work effectively as part of a team and prioritize tasks to meet deadlines. Gallagher Behaviors: Leading Self: Demonstrate integrity, trust, and personal responsibility. Leading Others & Relationships: Build diverse networks, collaborate effectively, and connect with influence. Leading Results: Deliver client excellence, plan strategically, and drive for results. Leading the Business: Demonstrate business knowledge, critical thinking, and innovation. Join Us and Shape the Future! At Gallagher, we invest in our people's health, financial wellbeing, and career growth. If you're ready to take on an exciting role as a Principal Pensions Administrator, apply now and become a part of our global success story. Your future starts here! Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Our client are offering an exciting opportunity to join their team as a Senior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supporting and assisting the team, as well as liaising with advisers, financial product providers, clients, and other relevant third parties. This rewarding long-term role will enable you to build on your existing skills and knowledge, whilst enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to progress their career. Our client offer full support with CII qualifications and progression within the firm. Duties will include: Being the point of contact for members of staff for technical queries Pro-actively liaising with clients, advisers, providers, and other members of your team to request documentation and provide progress updates. Case Submission to compliance team Client management Using online provider platforms Using and maintaining the in-house CRM system. Preparation of reports and client review packs, ready for use by the adviser. Maintaining pipelines and regularly contacting lenders/providers to facilitate case progression. Managing the adviser s diary/client meetings. Working with and adhering to company and FCA policies and procedures. Skills required: Must have excellent industry experience and product knowledge. Minimum 3 years experience within a similar position. Completed at least four R0 CII Courses Must have both pension and investment administrations experience. Professional approach and excellent telephone & email manner. Able to take direction and complete tasks independently. Excellent computer skills; experience with Outlook, Word, and Excel. Highly organised, with a problem-solving approach. Provide high-quality technical support to the financial advisers of the firm. Exceptional attention to detail is vital. The successful candidate will be motivated, efficient, hardworking, and a team player. Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices by Liverpool Street. Successful team who enjoy sharing each other s success and fostering a collaborative approach
Jul 09, 2025
Full time
Our client are offering an exciting opportunity to join their team as a Senior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supporting and assisting the team, as well as liaising with advisers, financial product providers, clients, and other relevant third parties. This rewarding long-term role will enable you to build on your existing skills and knowledge, whilst enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to progress their career. Our client offer full support with CII qualifications and progression within the firm. Duties will include: Being the point of contact for members of staff for technical queries Pro-actively liaising with clients, advisers, providers, and other members of your team to request documentation and provide progress updates. Case Submission to compliance team Client management Using online provider platforms Using and maintaining the in-house CRM system. Preparation of reports and client review packs, ready for use by the adviser. Maintaining pipelines and regularly contacting lenders/providers to facilitate case progression. Managing the adviser s diary/client meetings. Working with and adhering to company and FCA policies and procedures. Skills required: Must have excellent industry experience and product knowledge. Minimum 3 years experience within a similar position. Completed at least four R0 CII Courses Must have both pension and investment administrations experience. Professional approach and excellent telephone & email manner. Able to take direction and complete tasks independently. Excellent computer skills; experience with Outlook, Word, and Excel. Highly organised, with a problem-solving approach. Provide high-quality technical support to the financial advisers of the firm. Exceptional attention to detail is vital. The successful candidate will be motivated, efficient, hardworking, and a team player. Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices by Liverpool Street. Successful team who enjoy sharing each other s success and fostering a collaborative approach
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Jul 09, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Job ID: Amazon Spain Services, S.L.U. Join Amazon Business as a Senior UX Designer for our Business Prime team, where you'll shape how millions of business customers experience our premium benefits and features. We're looking for a strategic designer who can tackle the unique challenges of enterprise procurement while maintaining Amazon's customer-obsessed approach. You'll lead end-to-end design projects that serve organizations from small businesses to Fortune 500 companies, creating intuitive experiences that scale globally. The ideal candidate brings 5+ years of UX/product design experience and a proven track record of shipping complex B2B solutions. You'll partner closely with Product, Engineering, Marketing, and Research teams to identify customer pain points, craft user flows, and develop scalable design systems. Your role extends beyond pixel-perfect execution you'll present to senior stakeholders and make data-driven decisions that impact millions of business customers. Key job responsibilities • Create user-centered designs by understanding business requirements, voice of the customer, user journeys, customer feedback, and usability findings. • Iteratively create user flows, wireframes, prototypes, high fidelity mockups and detailed UI and visual design specifications • Collaborate with Product and Engineering teams, as well as business stakeholders and executive leadership • Utilize and adhere to branding guidelines and design standardization across all of the team's products • Incorporate customer feedback, technical constraints, data insights, and usability findings into design • Develop and maintain detailed information architecture and design specifications • Perform metrics analysis post-launch to inform design/UX optimization efforts • Be resourceful and creative to overcome obstacles and turn challenges into opportunities If you are interested in joining our team, please send us your resume and portfolio both in English. Here are a couple of things that we'd like to see in your portfolio: • Short project descriptions • Wireframes/mockups/sketches, anything that helps us understand your process • Examples of the prototypes/research work/ usability • Examples research work/ usability • Final design artifacts A day in the life Create wireframes and prototypes for new CX and updated features Partner with Product Manager on strategic initiatives Participate in design critiques and provide feedback Present design solutions to senior leadership Refine high-fidelity designs and document decisions Balance multiple projects at different stages Advocate for customer needs in product decisions Review analytics, customer feedback, and customer research Join regular syncs with engineering and product teams This role requires flexibility to switch between hands-on design work and strategic planning while maintaining a focus on customer experience. About the team Our mission is to take the work out of procurement, simplifying the experience for both buyers and company administrators. We also believe that UX is the glue that helps create a consistent end-to-end experience for our customers. BASIC QUALIFICATIONS - Experience in delivering design solutions for projects of large scope and complexity - Have an online portfolio or samples of work on resume, demonstrating experience creating great end-to-end, user-centered design solutions and patterns, across desktop and mobile devices - Experience working with stakeholders to plan and execute programs that are strategic in nature - Knowledge of best practices for information architecture and design PREFERRED QUALIFICATIONS - Experience acquiring user data (e.g., conducting usability studies, performing user research) and creating personas and journey maps - Experience designing customer facing retail products Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Jul 09, 2025
Full time
Job ID: Amazon Spain Services, S.L.U. Join Amazon Business as a Senior UX Designer for our Business Prime team, where you'll shape how millions of business customers experience our premium benefits and features. We're looking for a strategic designer who can tackle the unique challenges of enterprise procurement while maintaining Amazon's customer-obsessed approach. You'll lead end-to-end design projects that serve organizations from small businesses to Fortune 500 companies, creating intuitive experiences that scale globally. The ideal candidate brings 5+ years of UX/product design experience and a proven track record of shipping complex B2B solutions. You'll partner closely with Product, Engineering, Marketing, and Research teams to identify customer pain points, craft user flows, and develop scalable design systems. Your role extends beyond pixel-perfect execution you'll present to senior stakeholders and make data-driven decisions that impact millions of business customers. Key job responsibilities • Create user-centered designs by understanding business requirements, voice of the customer, user journeys, customer feedback, and usability findings. • Iteratively create user flows, wireframes, prototypes, high fidelity mockups and detailed UI and visual design specifications • Collaborate with Product and Engineering teams, as well as business stakeholders and executive leadership • Utilize and adhere to branding guidelines and design standardization across all of the team's products • Incorporate customer feedback, technical constraints, data insights, and usability findings into design • Develop and maintain detailed information architecture and design specifications • Perform metrics analysis post-launch to inform design/UX optimization efforts • Be resourceful and creative to overcome obstacles and turn challenges into opportunities If you are interested in joining our team, please send us your resume and portfolio both in English. Here are a couple of things that we'd like to see in your portfolio: • Short project descriptions • Wireframes/mockups/sketches, anything that helps us understand your process • Examples of the prototypes/research work/ usability • Examples research work/ usability • Final design artifacts A day in the life Create wireframes and prototypes for new CX and updated features Partner with Product Manager on strategic initiatives Participate in design critiques and provide feedback Present design solutions to senior leadership Refine high-fidelity designs and document decisions Balance multiple projects at different stages Advocate for customer needs in product decisions Review analytics, customer feedback, and customer research Join regular syncs with engineering and product teams This role requires flexibility to switch between hands-on design work and strategic planning while maintaining a focus on customer experience. About the team Our mission is to take the work out of procurement, simplifying the experience for both buyers and company administrators. We also believe that UX is the glue that helps create a consistent end-to-end experience for our customers. BASIC QUALIFICATIONS - Experience in delivering design solutions for projects of large scope and complexity - Have an online portfolio or samples of work on resume, demonstrating experience creating great end-to-end, user-centered design solutions and patterns, across desktop and mobile devices - Experience working with stakeholders to plan and execute programs that are strategic in nature - Knowledge of best practices for information architecture and design PREFERRED QUALIFICATIONS - Experience acquiring user data (e.g., conducting usability studies, performing user research) and creating personas and journey maps - Experience designing customer facing retail products Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Customer Care Administrator (Senior) An opportunity to join AFH Wealth Management, one of the UK s leading independent financial advisory and wealth management firms. We are looking for individuals who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time permanent opportunity and in return, you will receive a competitive salary and range of benefits. Please apply today to register your interest in joining the team, to support AFH in dealing with complaints and breaches. As our Customer Care Administrator, you will typically: Support the investigation of client complaints, following the firm s standard complaints procedure and formulating client final responses. Assist breach investigations to determine whether breaches in the firm s processes have created any client detriment. Support the analysis of customer feedback processes, ensuring that sufficient intelligence is gathered to demonstrate achievement of positive consumer experience. Act upon and effectively deliver against client requests made under data protection legislation. Assist with any wider departmental function as required. As part of the role, you will also: Gain and maintain an understanding of the Firm s approach to customer service and the services offered. Gain and maintain a good level of knowledge of financial planning concepts. Support the collation of all MI connected to client outcomes and periodic reporting of this analysis to Risk Team, to support Consumer Duty deliverables. What we are looking for in our ideal Customer Care Administrator: Ideally, experience in an IFA environment, demonstrating quality communications of constructive feedback Willingness to work towards the Diploma in Financial Planning as a preferable qualification requirement A high standard of written and numerical skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Benefits and Perks at AFH Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Mar 10, 2025
Full time
Customer Care Administrator (Senior) An opportunity to join AFH Wealth Management, one of the UK s leading independent financial advisory and wealth management firms. We are looking for individuals who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time permanent opportunity and in return, you will receive a competitive salary and range of benefits. Please apply today to register your interest in joining the team, to support AFH in dealing with complaints and breaches. As our Customer Care Administrator, you will typically: Support the investigation of client complaints, following the firm s standard complaints procedure and formulating client final responses. Assist breach investigations to determine whether breaches in the firm s processes have created any client detriment. Support the analysis of customer feedback processes, ensuring that sufficient intelligence is gathered to demonstrate achievement of positive consumer experience. Act upon and effectively deliver against client requests made under data protection legislation. Assist with any wider departmental function as required. As part of the role, you will also: Gain and maintain an understanding of the Firm s approach to customer service and the services offered. Gain and maintain a good level of knowledge of financial planning concepts. Support the collation of all MI connected to client outcomes and periodic reporting of this analysis to Risk Team, to support Consumer Duty deliverables. What we are looking for in our ideal Customer Care Administrator: Ideally, experience in an IFA environment, demonstrating quality communications of constructive feedback Willingness to work towards the Diploma in Financial Planning as a preferable qualification requirement A high standard of written and numerical skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Benefits and Perks at AFH Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Interested in working for one of the regions top wealth firms? You'll be joining an established team that provides high quality wealth and mortgage advice to their premier clients. Working within the wealth team you will be supporting their Financial Advisors in the provision of advice across Savings, Investments and Pensions. The company is continuing to expand its new business in flow whilst retaining a high percentage of their existing client base. This provides great opportunity for you to grow with the firm as well. Your position will involve: Submitting Letters of Authority Processing and submitting new business Preparing client information Liaising with clients in person, email and via the phone If you're currently working within an IFA or Wealth Practice and you would like to further your career by working with the best then this is a perfect opportunity for you.
Mar 10, 2025
Full time
Interested in working for one of the regions top wealth firms? You'll be joining an established team that provides high quality wealth and mortgage advice to their premier clients. Working within the wealth team you will be supporting their Financial Advisors in the provision of advice across Savings, Investments and Pensions. The company is continuing to expand its new business in flow whilst retaining a high percentage of their existing client base. This provides great opportunity for you to grow with the firm as well. Your position will involve: Submitting Letters of Authority Processing and submitting new business Preparing client information Liaising with clients in person, email and via the phone If you're currently working within an IFA or Wealth Practice and you would like to further your career by working with the best then this is a perfect opportunity for you.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Feb 21, 2025
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
