TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management click apply for full job details
Mar 27, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management click apply for full job details
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.
Mar 25, 2024
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.
Our client, an international financial services company that offer a variety of financial services, are now looking for a Client Service Advisor in their Employee benefits team. This is an exciting opportunity to join the team. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. As a Client Services Administrator your role will involve the following tasks: Maintaining client records and our internal system Processing new business applications, joiners/ leavers / changes Liaising with insurers and internal stakeholders Processing policy renewals Checking and processing renewal data Checking quotes Issuing membership documents Checking and issuing annual renewal accounts Answering client queries and providing an excellent customer experience Preparing reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Our team works towards a common goal of success - we encourage our team to collaborate and work together to create positive results for the division. Experience and Skills Required for this role Our team dynamic is fast paced and multi-disciplinary - no one day is the same!Day to day you may deal with different types of queries for different types of benefits and the role will be best suited to an individual who thrives on diversity and variety.We are looking for an individual with the following skills to join us: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Or be an experienced Wealth/Finance administrator from a financial advice firm or wealth management practice Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve - we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. The Benefits Competitive Salary - range dependent on experience and skills Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme - We want you to benefit from the company's success! A monetary bonus after 5, 10, 15 and 20 years' service - We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events 'Recruit a Friend Bonus Scheme' Key words IFA / Client Services / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Employe Benefits/ Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options - Amy Harris - Supporting IFA's and Financial Advisors across the UK Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
Mar 23, 2024
Full time
Our client, an international financial services company that offer a variety of financial services, are now looking for a Client Service Advisor in their Employee benefits team. This is an exciting opportunity to join the team. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. As a Client Services Administrator your role will involve the following tasks: Maintaining client records and our internal system Processing new business applications, joiners/ leavers / changes Liaising with insurers and internal stakeholders Processing policy renewals Checking and processing renewal data Checking quotes Issuing membership documents Checking and issuing annual renewal accounts Answering client queries and providing an excellent customer experience Preparing reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Our team works towards a common goal of success - we encourage our team to collaborate and work together to create positive results for the division. Experience and Skills Required for this role Our team dynamic is fast paced and multi-disciplinary - no one day is the same!Day to day you may deal with different types of queries for different types of benefits and the role will be best suited to an individual who thrives on diversity and variety.We are looking for an individual with the following skills to join us: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Or be an experienced Wealth/Finance administrator from a financial advice firm or wealth management practice Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve - we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. The Benefits Competitive Salary - range dependent on experience and skills Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme - We want you to benefit from the company's success! A monetary bonus after 5, 10, 15 and 20 years' service - We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events 'Recruit a Friend Bonus Scheme' Key words IFA / Client Services / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Employe Benefits/ Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options - Amy Harris - Supporting IFA's and Financial Advisors across the UK Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
Are you ready to embark on an exciting journey in the world of wealth management? Look no further a regional IFA firm is searching for an exceptional Senior IFA Administrator to join their dynamic team. If you're a dedicated professional with a passion for financial services and a desire to make a real impact, this is the opportunity you've been waiting for! The Salary for an IFA Administrator is up to £30,000, based in Wokingham As a Senior IFA Administrator, you will play a crucial role in ensuring the success and satisfaction of our clients. Your responsibilities will include: Providing outstanding administrative and technical support Ensuring that every client receives exceptional service Managing investment fund switches and fostering client relationships Collaborating closely with one Financial Adviser and providing technical support to junior members of the Administration team. Quick and effective response to client queries with clear and comprehensive communication. Accurate recording and maintenance of written and electronic client communication in Intelliflo (iO). Gathering policy information, quotes, illustrations, and product details. Efficiently processing and submitting new business to providers. Experience and Qualifications: Experience in the financial services industry at an IFA firm Strong technical knowledge of investments, pensions, and family wealth planning. Exceptional written and verbal communication skills.
Mar 22, 2024
Full time
Are you ready to embark on an exciting journey in the world of wealth management? Look no further a regional IFA firm is searching for an exceptional Senior IFA Administrator to join their dynamic team. If you're a dedicated professional with a passion for financial services and a desire to make a real impact, this is the opportunity you've been waiting for! The Salary for an IFA Administrator is up to £30,000, based in Wokingham As a Senior IFA Administrator, you will play a crucial role in ensuring the success and satisfaction of our clients. Your responsibilities will include: Providing outstanding administrative and technical support Ensuring that every client receives exceptional service Managing investment fund switches and fostering client relationships Collaborating closely with one Financial Adviser and providing technical support to junior members of the Administration team. Quick and effective response to client queries with clear and comprehensive communication. Accurate recording and maintenance of written and electronic client communication in Intelliflo (iO). Gathering policy information, quotes, illustrations, and product details. Efficiently processing and submitting new business to providers. Experience and Qualifications: Experience in the financial services industry at an IFA firm Strong technical knowledge of investments, pensions, and family wealth planning. Exceptional written and verbal communication skills.
Administration Team Manager - Berkshire - £34K - £45KThe Opportunity:I'm working with an IFA Firm who are looking for an Administration Manager to join a rapidly expanding Financial Services Practice which provides highly personalised financial planning and investment management service.My client is looking for an Administration Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.You will be responsible for managing a team of administrators to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. They are determined to ensure their clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties.The Remit Includes: People Management - manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business. Recruitment - recruitment of paraplanning team when required. Management of Workflow - manage the day-to-day work of the team. Learning & Development - Monitoring of the team's T&C plans, using the appropriate tools to identify training needs and delivering training as required. Process Improvement - work with the Client Servicing Director to improve efficiencies within the team. MI - working with the Client Servicing Director to development of KPI's for monitoring staff caseload and performance and ensuring adherence to policy and process. Attending management meetings and team meetings as required. The Candidate:The successful candidate may already be a successful IFA Administration Manager or a senior IFA Administrator who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their knowledge and experience to help deliver the highest level of service to our clients.Skills required:To be considered for this unique opportunity, candidates need to have: Proven experience within a Financial Advice environment (preferably independent) Ability to motivate and coach teams to perform at a high level. Excellent organisational, communication, and interpersonal skills Experience using a range of Provider websites, including illustrations and New Business processing. Preferable experience with the main providers for Life Cover, Mortgage, Pensions and Investments Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook). Education, Qualifications & Training: At least three years financial services experience. Financial services qualifications are desirable. Benefits Free parking Career support Pension Competitive Salary What's next?Apply today to be considered for this Administration Manager role. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
Mar 20, 2024
Full time
Administration Team Manager - Berkshire - £34K - £45KThe Opportunity:I'm working with an IFA Firm who are looking for an Administration Manager to join a rapidly expanding Financial Services Practice which provides highly personalised financial planning and investment management service.My client is looking for an Administration Manager who has gained experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.You will be responsible for managing a team of administrators to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. They are determined to ensure their clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties.The Remit Includes: People Management - manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business. Recruitment - recruitment of paraplanning team when required. Management of Workflow - manage the day-to-day work of the team. Learning & Development - Monitoring of the team's T&C plans, using the appropriate tools to identify training needs and delivering training as required. Process Improvement - work with the Client Servicing Director to improve efficiencies within the team. MI - working with the Client Servicing Director to development of KPI's for monitoring staff caseload and performance and ensuring adherence to policy and process. Attending management meetings and team meetings as required. The Candidate:The successful candidate may already be a successful IFA Administration Manager or a senior IFA Administrator who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their knowledge and experience to help deliver the highest level of service to our clients.Skills required:To be considered for this unique opportunity, candidates need to have: Proven experience within a Financial Advice environment (preferably independent) Ability to motivate and coach teams to perform at a high level. Excellent organisational, communication, and interpersonal skills Experience using a range of Provider websites, including illustrations and New Business processing. Preferable experience with the main providers for Life Cover, Mortgage, Pensions and Investments Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook). Education, Qualifications & Training: At least three years financial services experience. Financial services qualifications are desirable. Benefits Free parking Career support Pension Competitive Salary What's next?Apply today to be considered for this Administration Manager role. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
Taylor James Professional Recruitment
Stockport, Cheshire
Our Stockport based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: Studying towards level 4 diploma ( desirable ) IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £34,000 + bonus Home working 26 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact Matthew Biddle or submit the latest version of your CV to be considered for this opportunity.
Mar 19, 2024
Full time
Our Stockport based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: Studying towards level 4 diploma ( desirable ) IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £34,000 + bonus Home working 26 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact Matthew Biddle or submit the latest version of your CV to be considered for this opportunity.
PA/Senior Administrator to Financial Adviser/Managing Director - Wealth Management Firm - Reading - £35k - £45k basic salary Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client are based in Reading, I have met them and placed 8 staff within the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtaining their Chartered status as a business. They offer advice to working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever moving into 2023 with 150+ clients in their current setup, and this is growing through referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive.They have enough business and high-quality leads coming into their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had. They have ambitions to expand the business greatly over the next 2 years by doubling their staff count and AUM. They have no intention of joining a larger national firm and be acquired, they wish to remain wholly independent. The business prides itself on using the latest tech and giving their staff high quality equipment to complete their jobs to the highest quality and in the most efficient manner and they are investing heavily in staff development via the industry exams and on the job training.My client is creating a brand-new role within the business for an established Executive Assistant who has experience working in an independent advice firm. The successful candidate work on a 1-2-1 basis with the main Adviser who is also the Director. The Directors can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service and very substantial earning potential. My client are looking to offer between £35k - £45k basic salary + bonus.If this role sounds of interest or any other roles I am working on please get in touch.
Mar 18, 2024
Full time
PA/Senior Administrator to Financial Adviser/Managing Director - Wealth Management Firm - Reading - £35k - £45k basic salary Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client are based in Reading, I have met them and placed 8 staff within the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtaining their Chartered status as a business. They offer advice to working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever moving into 2023 with 150+ clients in their current setup, and this is growing through referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive.They have enough business and high-quality leads coming into their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had. They have ambitions to expand the business greatly over the next 2 years by doubling their staff count and AUM. They have no intention of joining a larger national firm and be acquired, they wish to remain wholly independent. The business prides itself on using the latest tech and giving their staff high quality equipment to complete their jobs to the highest quality and in the most efficient manner and they are investing heavily in staff development via the industry exams and on the job training.My client is creating a brand-new role within the business for an established Executive Assistant who has experience working in an independent advice firm. The successful candidate work on a 1-2-1 basis with the main Adviser who is also the Director. The Directors can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service and very substantial earning potential. My client are looking to offer between £35k - £45k basic salary + bonus.If this role sounds of interest or any other roles I am working on please get in touch.
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary around £30000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The client is happy for you to be remote 3 days per week and 2 days in the Hove office Immediate start
Mar 18, 2024
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary around £30000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The client is happy for you to be remote 3 days per week and 2 days in the Hove office Immediate start
We are delighted to represent a highly successful Independent Financial Planning firm located in Bristol. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will have the privilege of working alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.In this pivotal position, your responsibilities will include engaging with the firm's valued clients, liaising with insurance providers, ensuring the smooth operation of online systems, collaborating closely with the Paraplanner on technical matters, providing comprehensive sales support, and assisting with low-level paraplanning tasks as needed.This role is an ideal opportunity for confident and ambitious individuals who are ready to take the next step in their career by joining a leading name in the financial planning market. Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.The client is offering a competitive basic salary to £32,000 + bonus and very strong company benefits. They also offer hybrid working which is split between office & home - typically 3 days in the office and 2 working from home.
Mar 17, 2024
Full time
We are delighted to represent a highly successful Independent Financial Planning firm located in Bristol. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will have the privilege of working alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.In this pivotal position, your responsibilities will include engaging with the firm's valued clients, liaising with insurance providers, ensuring the smooth operation of online systems, collaborating closely with the Paraplanner on technical matters, providing comprehensive sales support, and assisting with low-level paraplanning tasks as needed.This role is an ideal opportunity for confident and ambitious individuals who are ready to take the next step in their career by joining a leading name in the financial planning market. Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.The client is offering a competitive basic salary to £32,000 + bonus and very strong company benefits. They also offer hybrid working which is split between office & home - typically 3 days in the office and 2 working from home.
Senior IFA Administrator Based: Holborn, London Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.
Mar 15, 2024
Full time
Senior IFA Administrator Based: Holborn, London Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.
Senior IFA Support Administrator, Telford Salary up to £32k, and competitive Benefits. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Telford area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with the advisers, paraplanners and management team Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Processing Letters of Authority Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent service Qualifications and Experience: - Minimum 2 years experience in financial services administration Strong IT skills Salary range up to £32k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Private Medical Insurance (Bupa) Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
Mar 15, 2024
Full time
Senior IFA Support Administrator, Telford Salary up to £32k, and competitive Benefits. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Telford area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with the advisers, paraplanners and management team Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Processing Letters of Authority Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent service Qualifications and Experience: - Minimum 2 years experience in financial services administration Strong IT skills Salary range up to £32k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Private Medical Insurance (Bupa) Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
This is an excellent opportunity for an experienced Administrator to join an established organisation located in the centre of Halifax. The role will be varied but the duties will include: Supporting with the management of projects, from conception to handover. Managing order intake via email and portals. Processing a high volume of quotations and product orders. Liaising with finance and the senior management teams to process invoices for all sales transactions. Reviewing and checking prices against agreed contract rates. Reporting monthly sales results. Building and maintaining relationships with clients. Supporting with, and attending, meetings. Updating internal database and ensuring account managers are aware of changes. Managing calls and emails. Using PowerPoint to create brochures with client specific offerings. This is an excellent opportunity for an experienced Administrator to join an established and expanding organisation, so if you are looking for a new challenge and have the skills detailed about, we would love to hear from you! Please click apply today or call Jo on ! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Mar 15, 2024
Full time
This is an excellent opportunity for an experienced Administrator to join an established organisation located in the centre of Halifax. The role will be varied but the duties will include: Supporting with the management of projects, from conception to handover. Managing order intake via email and portals. Processing a high volume of quotations and product orders. Liaising with finance and the senior management teams to process invoices for all sales transactions. Reviewing and checking prices against agreed contract rates. Reporting monthly sales results. Building and maintaining relationships with clients. Supporting with, and attending, meetings. Updating internal database and ensuring account managers are aware of changes. Managing calls and emails. Using PowerPoint to create brochures with client specific offerings. This is an excellent opportunity for an experienced Administrator to join an established and expanding organisation, so if you are looking for a new challenge and have the skills detailed about, we would love to hear from you! Please click apply today or call Jo on ! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
Mar 14, 2024
Full time
A little bit about us At Recycleye, we're changing recycling. We've developed ground-breaking AI that works with automated sorting tech like robots and optical sorters to make waste sorting more profitable. Because the truth is, if you can't afford to sort it, you can't recycle it, so we're changing that! We were founded in 2019, and have been growing rapidly ever since, with installations of our technology at leading waste management companies across Europe and the US. We partner with our clients to help them produce higher quality outputs, transforming the economics of waste sorting and recycling - it's all about our vision to turn the world's waste into resource. And our work has never been needed more. According to the OECD, only 9% of plastic waste has ever been recycled, so we're proud that our work helps to make the recycling of waste materials more attractive. Be part of it - come and join us! Why choose to work at Recycleye? Our team works together to grow and succeed, driven by our shared values of empowerment, inclusivity, and perseverance. We offer great benefits (which we think punch above our weight), built-in upskilling and unlimited holiday. We know that our mission will be achieved by having the most passionate, driven, talented, and all-around best people on our team. So come and shape the future and help turn trash into treasure! The opportunity We are excited for a Head of Operations to join our growing team to optimize and propel our production and project management processes forward. This person will have oversight of our project management, production, supply chain management, and our testing facility, so will need to be multifaceted and results oriented - they will play a crucial role in driving efficiency for the implementation of our innovative technology. Responsibilities Overview • Responsible for all key delivery functions: Manufacturing/Production/Field installations: Support the production team to optimize production assembly processes, ensuring quality, adherence to safety and regulatory standards, and cost effectiveness. Project Management: Support our team of project managers in planning, executing and monitoring delivery of projects on time and within budget. Logistics: Manage and optimise outbound logistics processes, ensuring timely and efficient delivery of systems to clients. Addressing customs regulations and requirements to facilitate smooth international shipments. Supply Chain: Collaborate with internal stakeholders, including the Purchasing and Accounts Administrator, to forecast demand, minimize supply risks and optimize inventory management. Test Centre Management: oversee the operations of the test centre, coordinate with internal team to prioritize and schedule testing activities allocating resources effectively to meet deadline and customer expectations. • Identify bottlenecks in workflows and implement process improvements to drive operational excellence with a mindset focused on scale and efficiency. • Set clear performance objectives and provide regular feedback and coaching to team members to support their professional growth and development. • Manage the operations team and foster culture of collaboration, accountability and continuous improvement. • Closely collaborate with R&D, sales, marketing and other teams across the business to ensure coordinated and aligned operations with wider company objectives. • Build an in-depth understanding of the waste management industry. • Report to leadership team, summarizing operational performance, trends, and actionable insights that will inform decision-making. Senior-level of relevant experience in operations management, manufacturing and project management (preferably in industrial sector) Demonstrated ability to lead and develop high performing cross functional teams to deliver quality results on time and within budget Excellent problem-solving and decision-making abilities Experience in implementing lean manufacturing principles, continuous improvement initiatives and quality control procedures Strong interpersonal and communication skills with ability to influence and drive strategic initiatives Knowledge of health and safety regulations in a production environment Proficiency in project management tools and software You live and breathe operations. It's a bonus if you have 10+ years of directly relevant experience Experience working in the recycling or waste management industry Bachelor's Degree or similar qualifications or experience in mechanical engineering, manufacturing, or a related field Six Sigma or similar certification Even if you don't tick every box listed above but are motivated by our work and believe you can make a difference on our team, we'd really love to hear from you - so please do apply and drop us a note about what you bring! We are particularly interested in hearing from you if your background enables you to bring a different perspective to our team. An excellent salary that's both equitable and reviewed regularly Shares in the company - each and every Recycleyte is invested in our vision, and we want to give you the opportunity to do so as well, both in your day-to-day as well as in your long-term investment Progression: we are growing rapidly and excited for you to make an impact as we do so Unlimited holiday A welcoming and inclusive team environment with monthly company-wide socials Plenty of opportunities for training and personal development Healthcare coverage - Vitality is available from your very first day!
We require an enthusiastic and technically capable individual to take provide some of these key services. This is a fast-paced environment with constantly changing priorities, so they need to be adaptable and willing to take on new challenges where required. Core Duties/Responsibilities Ensure the smooth running of daily services, achieving time critical targets, and maintain and operate all services within agreed operational and client SLAs Manage the flow of your daily work, utilising the allocated resource which will fluctuate based on volumes and priorities across the wider team Review information and instructions received from clients, helping to decide on the most appropriate course of action Providing feedback and advice to clients in a clear and easy to understand way Identification and escalation of issues through root cause analysis, taking appropriate steps to avoid a reoccurrence Maintain appropriate controls to reduce and remove entirely, where possible, any associated risks within services Presentation of data and reporting to senior management and key stakeholders Maintain a high level of knowledge of relevant products, procedures and services, including the interpretation and application of best practice Escalate issues quickly and appropriately where they arise, providing advice of the best course of action Produce clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter Embrace a culture of continuous improvement across services, identifying areas requiring change and prioritising appropriately Chairing service meetings when necessary, assessing priorities and risks, highlighting to management where appropriate Prepare client figures and reporting of data for client invoicing, and for reporting direct to the client or internal teams as required Participate in training, both in house and external, when required to ensure skills are up to date. What We Offer (UK ONLY) Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Mar 14, 2024
Full time
We require an enthusiastic and technically capable individual to take provide some of these key services. This is a fast-paced environment with constantly changing priorities, so they need to be adaptable and willing to take on new challenges where required. Core Duties/Responsibilities Ensure the smooth running of daily services, achieving time critical targets, and maintain and operate all services within agreed operational and client SLAs Manage the flow of your daily work, utilising the allocated resource which will fluctuate based on volumes and priorities across the wider team Review information and instructions received from clients, helping to decide on the most appropriate course of action Providing feedback and advice to clients in a clear and easy to understand way Identification and escalation of issues through root cause analysis, taking appropriate steps to avoid a reoccurrence Maintain appropriate controls to reduce and remove entirely, where possible, any associated risks within services Presentation of data and reporting to senior management and key stakeholders Maintain a high level of knowledge of relevant products, procedures and services, including the interpretation and application of best practice Escalate issues quickly and appropriately where they arise, providing advice of the best course of action Produce clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter Embrace a culture of continuous improvement across services, identifying areas requiring change and prioritising appropriately Chairing service meetings when necessary, assessing priorities and risks, highlighting to management where appropriate Prepare client figures and reporting of data for client invoicing, and for reporting direct to the client or internal teams as required Participate in training, both in house and external, when required to ensure skills are up to date. What We Offer (UK ONLY) Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Senior Financial Planner Location: Nottingham, UK Job Conditions: Full-time, Permanent Benefits Include: Group benefits: pension, death in service, income protection, and private medical insurance. Discretionary bonus. City center location with car parking provision. Agile and home working policies. Study leave and exam support. Mobile phone for work use. Career and personal development pathways. Dedicated coaching and learning support. Wellbeing support services. Generous social budget and team away days. Are you an experienced financial planner with a passion for excellence, a dedication to client care, and the desire to work with a highly regarded wealth management firm? If so, we are looking for you! About the Role: We are seeking a Senior Financial Planner to join an award-winning wealth management business in Nottingham and serve as the trusted advisor for high net worth clients with complex financial needs. You will be responsible for providing exceptional service through regular review meetings and proactive client interactions, while working alongside a dedicated team of technicians and administrators. Your role will involve taking on a group of existing clients from other planners who are nearing client capacity, as well as contributing to the acquisition of new clients. While not expected to be a "rainmaker," your ability to convert prospects into clients will be a valuable asset to the team. As a Senior Financial Planner, you'll work within a collaborative team environment with no individual targets, supporting less experienced team members and senior managers as needed. Your commitment to delivering great client outcomes is paramount. About You: We are looking for a candidate with the following qualities: At least 5 (ideally 10) years of experience in holistic financial planning for high net worth clients. Willingness to work in the central Nottingham office, initially up to five days a week for the first 3-6 months, reducing to an average of 2-3 days per week thereafter depending on client/team demand. A strong team player who always puts the client's interests first. Chartered or CFP (Level 6/7) status or working towards it. A strong sense of integrity, diligence, and a 'can do, will do' attitude. What next? If you are an accomplished financial planner with a commitment to delivering outstanding client service and are excited to join one of the most respected boutique wealth management firms in the UK, we want to hear from you. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW / Financial Consultant / Independent Financial Adviser / Wealth Consultant
Mar 14, 2024
Full time
Senior Financial Planner Location: Nottingham, UK Job Conditions: Full-time, Permanent Benefits Include: Group benefits: pension, death in service, income protection, and private medical insurance. Discretionary bonus. City center location with car parking provision. Agile and home working policies. Study leave and exam support. Mobile phone for work use. Career and personal development pathways. Dedicated coaching and learning support. Wellbeing support services. Generous social budget and team away days. Are you an experienced financial planner with a passion for excellence, a dedication to client care, and the desire to work with a highly regarded wealth management firm? If so, we are looking for you! About the Role: We are seeking a Senior Financial Planner to join an award-winning wealth management business in Nottingham and serve as the trusted advisor for high net worth clients with complex financial needs. You will be responsible for providing exceptional service through regular review meetings and proactive client interactions, while working alongside a dedicated team of technicians and administrators. Your role will involve taking on a group of existing clients from other planners who are nearing client capacity, as well as contributing to the acquisition of new clients. While not expected to be a "rainmaker," your ability to convert prospects into clients will be a valuable asset to the team. As a Senior Financial Planner, you'll work within a collaborative team environment with no individual targets, supporting less experienced team members and senior managers as needed. Your commitment to delivering great client outcomes is paramount. About You: We are looking for a candidate with the following qualities: At least 5 (ideally 10) years of experience in holistic financial planning for high net worth clients. Willingness to work in the central Nottingham office, initially up to five days a week for the first 3-6 months, reducing to an average of 2-3 days per week thereafter depending on client/team demand. A strong team player who always puts the client's interests first. Chartered or CFP (Level 6/7) status or working towards it. A strong sense of integrity, diligence, and a 'can do, will do' attitude. What next? If you are an accomplished financial planner with a commitment to delivering outstanding client service and are excited to join one of the most respected boutique wealth management firms in the UK, we want to hear from you. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW / Financial Consultant / Independent Financial Adviser / Wealth Consultant
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available. You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you. What's needed to be considered? 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role Experience using IO is desirable Completion of some Level 4 Diploma R0 exams would be a great bonus Proven experience of providing quality support to Financial Planners & Paraplanners What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Mar 12, 2024
Full time
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available. You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you. What's needed to be considered? 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role Experience using IO is desirable Completion of some Level 4 Diploma R0 exams would be a great bonus Proven experience of providing quality support to Financial Planners & Paraplanners What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
NEW Assistant Paraplanner Opportunity Manchester Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Manchester. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Mar 12, 2024
Full time
NEW Assistant Paraplanner Opportunity Manchester Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Manchester. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Senior IFA Support Administrator Southampton Salary up to £32k, and competitive Benefits. Immediate start available, Hybrid working. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Southampton area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with our advisers and clients Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Ensure fund switches / rebalances / top-ups / withdrawals are carried out accurately and within company time-scale Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent customer service. Qualifications and Experience: - Minimum 2 years' experience in financial services administration Strong IT skills, as we are a technology-focused business Salary range up to £30k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Private Medical Insurance (Bupa) The ability and support to work flexibly where appropriate, in terms of hours and location Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
Mar 11, 2024
Full time
Senior IFA Support Administrator Southampton Salary up to £32k, and competitive Benefits. Immediate start available, Hybrid working. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Southampton area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with our advisers and clients Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Ensure fund switches / rebalances / top-ups / withdrawals are carried out accurately and within company time-scale Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent customer service. Qualifications and Experience: - Minimum 2 years' experience in financial services administration Strong IT skills, as we are a technology-focused business Salary range up to £30k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Private Medical Insurance (Bupa) The ability and support to work flexibly where appropriate, in terms of hours and location Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
NEW Assistant Paraplanner Opportunity Cheshire Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Cheshire. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Mar 11, 2024
Full time
NEW Assistant Paraplanner Opportunity Cheshire Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Cheshire. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
Mar 11, 2024
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries