We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
Apr 18, 2024
Full time
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
very comprehensive benefits package, personal development plan Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed). My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients. Opportunity Highlights New opening offering progression to paraplanning Join a Client facing team with the opportunity to attend meetings. Provide technical support in delivering holistic planning a growing HNW client portfolio. Diverse technical role including cashflow modelling ( voyant), fund rebalancing, suitability letter writing, illustrations, dealing with complex queries and preparing for client meetings Feel totally included from your first day and totally valued for your contribution. Excellent hybrid working pattern to provide you with a perfect work/life balance. Will suit an experienced IFA Administrator ( 2+ years min) with evidence of RO success. Please email Camilla Howden to arrange a call.
Apr 18, 2024
Full time
very comprehensive benefits package, personal development plan Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed). My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients. Opportunity Highlights New opening offering progression to paraplanning Join a Client facing team with the opportunity to attend meetings. Provide technical support in delivering holistic planning a growing HNW client portfolio. Diverse technical role including cashflow modelling ( voyant), fund rebalancing, suitability letter writing, illustrations, dealing with complex queries and preparing for client meetings Feel totally included from your first day and totally valued for your contribution. Excellent hybrid working pattern to provide you with a perfect work/life balance. Will suit an experienced IFA Administrator ( 2+ years min) with evidence of RO success. Please email Camilla Howden to arrange a call.
Associate Pensions Consultant - Specialist Teams (UK - Nationwide) Do you have a background in the pensions industry and are looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon is recruiting for an Associate Pensions Consultant to join one of our market leading specialist consulting teams (part of our broader UK Retirement Consulting business). You could be based in any the following UK offices (Birmingham, Bristol, Epsom, Farnborough, Glasgow, Leeds, London, Manchester, St. Albans), with a mix of home and office working. We will offer you a competitive total rewards package, provide you with comprehensive study support for professional exams, formal education & structured training and the potential to advance within a growing worldwide organisation. We're also happy to talk flexible working - if you need to flex your working pattern, Aon offers flexible and agile working policies, including part-time opportunities, and we're happy to discuss options with you upon application. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like We are hiring for a number of roles but common responsibilities may include: Building strong relationships with each client, their administrators, and other stakeholders alongside ongoing client teams. Developing client action plans and ensuring timely and efficient project management of these. Using knowledge of pension practices to help design and implement efficient processes including taking ownership to improve parts of standard processes. Taking ownership of data issues including advising on appropriate formatting and transfer of data between parties. Using technical knowledge to carry out client specific calculations. Producing and delivering clear and accurate internal and client correspondence, reports, papers, presentations etc. How this opportunity is different Aon is a recognised market leader on Risk Settlement, GMP Equalisation and Member Options. You would be working from day one in one of these specialist teams and you will have the opportunity to become an expert in a thriving area of the industry and develop long lasting and transferable skills. We can also help shape a role for you that meets your skills and interests. You will have the opportunity to select the specialism of your choice and focus on the right area for you, such as project management, process development, technical calculations and advice or a combination of these areas. Alternatively, you may wish to spend part of your time in our day-to-day consulting team, supporting our Scheme Actuaries or Corporate Pension Consultants. Skills and experience that will lead to success We are hiring for a range of roles where individuals may have previous experience in pensions administration, project management, actuarial pension consultancy, insurance in pensions or working as an IFA. Key skills will include: Relevant industry knowledge and/or consulting knowledge. Good understanding of defined benefit pensions or a willingness to learn. Good knowledge of Aon's products, people and tools or a willingness to learn. Ability to deliver effective client service to multiple clients within agreed financial and time budgets. Experience/track record in relationship management and/or project management and/or technical analysis. You may be part or fully qualified in a relevant Professional qualification (e.g. APMI, FIA etc.) although this is not a requirement. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. 3
Apr 18, 2024
Full time
Associate Pensions Consultant - Specialist Teams (UK - Nationwide) Do you have a background in the pensions industry and are looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon is recruiting for an Associate Pensions Consultant to join one of our market leading specialist consulting teams (part of our broader UK Retirement Consulting business). You could be based in any the following UK offices (Birmingham, Bristol, Epsom, Farnborough, Glasgow, Leeds, London, Manchester, St. Albans), with a mix of home and office working. We will offer you a competitive total rewards package, provide you with comprehensive study support for professional exams, formal education & structured training and the potential to advance within a growing worldwide organisation. We're also happy to talk flexible working - if you need to flex your working pattern, Aon offers flexible and agile working policies, including part-time opportunities, and we're happy to discuss options with you upon application. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like We are hiring for a number of roles but common responsibilities may include: Building strong relationships with each client, their administrators, and other stakeholders alongside ongoing client teams. Developing client action plans and ensuring timely and efficient project management of these. Using knowledge of pension practices to help design and implement efficient processes including taking ownership to improve parts of standard processes. Taking ownership of data issues including advising on appropriate formatting and transfer of data between parties. Using technical knowledge to carry out client specific calculations. Producing and delivering clear and accurate internal and client correspondence, reports, papers, presentations etc. How this opportunity is different Aon is a recognised market leader on Risk Settlement, GMP Equalisation and Member Options. You would be working from day one in one of these specialist teams and you will have the opportunity to become an expert in a thriving area of the industry and develop long lasting and transferable skills. We can also help shape a role for you that meets your skills and interests. You will have the opportunity to select the specialism of your choice and focus on the right area for you, such as project management, process development, technical calculations and advice or a combination of these areas. Alternatively, you may wish to spend part of your time in our day-to-day consulting team, supporting our Scheme Actuaries or Corporate Pension Consultants. Skills and experience that will lead to success We are hiring for a range of roles where individuals may have previous experience in pensions administration, project management, actuarial pension consultancy, insurance in pensions or working as an IFA. Key skills will include: Relevant industry knowledge and/or consulting knowledge. Good understanding of defined benefit pensions or a willingness to learn. Good knowledge of Aon's products, people and tools or a willingness to learn. Ability to deliver effective client service to multiple clients within agreed financial and time budgets. Experience/track record in relationship management and/or project management and/or technical analysis. You may be part or fully qualified in a relevant Professional qualification (e.g. APMI, FIA etc.) although this is not a requirement. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. 3
Mainframe Database Administrator x2 Lloyds Banking Group Location: Edinburgh or London Hybrid working: 2 days per week in the office and the rest from home Working Hours - Please note that this role will require you to be on call outside of normal working hours on a rota system. Salary & Benefits: £62,874 to £89,859 per annum (location AND experience dependent), plus on-call bonus, plus annual personal bonus, 15% employer pension contribution, flexible benefits package, private medical insurance, 30 days holiday plus bank holidays. Where does the role sit in Lloyds? We're the Mainframe Services Teams! We're the team that looks after the customer data for the whole of Lloyds Banking Group. Our mission is to make this data available for the right purpose with the appropriate confidentiality and always ensuring a phenomenal engineering experience, performances, resilience, and integrity. The systems we support, underpin almost everything we do as Lloyds Banking Group. We maintain these systems with the highest standard, with an ambition to take ownership of the operational support 24/7 using site reliability engineering (SRE) principles. What will you focus on in this role? As a Mainframe DBA you'll be one of the technical authorities for this area and act as SME for relevant systems. This is a hands-on role where you'll configure and maintain products and services according to Group standards and policies (and to agreed service levels), while assisting with the delivery of projects within the teams' focus - this includes out of hours. Additionally, you'll provide technical support (including incident and problem resolution for systems and processes in complex environments) Specific activities you could carry out may include; Support and implement changes to our estate within LBG as required. Resolution of incidents and problems across the LBG estate in line with LBG KPI's. Lead the Sign-off that solution/service is fit for Production environment as part of Gateway, working effectively with the project teams to ensure an efficient handover to support. Represent our support team in WAR room/conference calls with incident management and technical teams collaborating to restore service. Support testing cycles and cycling this back with collaboration to test managers on results Provide 24x7 support and provide support for projects and team workload as the need arises. Work effectively with the wider Mainframe teams in order to run the smooth transition of projects into live service. Provide consultancy skills to Application teams as required. What we're looking for in your application; We'd welcome applicants from diverse cultural and industry backgrounds and believe this is critical to success. This is a niche technical role, so as a minimum to be considered for shortlisting we need to see evidence of the following in your CV; Career background having already be an experienced Mainframe Db2 DBA. Experience of performance tuning and diagnosis. Expert Db2 knowledge on the Mainframe Strong delivery experience ideally operating in multifaceted IT environments or companies. Commercial and interpersonal awareness of how to work with 3rd Parties. About working for us; Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. If you're excited by the thought of becoming part of our Mainframe team, get in touch. We'd love to hear from you
Apr 18, 2024
Full time
Mainframe Database Administrator x2 Lloyds Banking Group Location: Edinburgh or London Hybrid working: 2 days per week in the office and the rest from home Working Hours - Please note that this role will require you to be on call outside of normal working hours on a rota system. Salary & Benefits: £62,874 to £89,859 per annum (location AND experience dependent), plus on-call bonus, plus annual personal bonus, 15% employer pension contribution, flexible benefits package, private medical insurance, 30 days holiday plus bank holidays. Where does the role sit in Lloyds? We're the Mainframe Services Teams! We're the team that looks after the customer data for the whole of Lloyds Banking Group. Our mission is to make this data available for the right purpose with the appropriate confidentiality and always ensuring a phenomenal engineering experience, performances, resilience, and integrity. The systems we support, underpin almost everything we do as Lloyds Banking Group. We maintain these systems with the highest standard, with an ambition to take ownership of the operational support 24/7 using site reliability engineering (SRE) principles. What will you focus on in this role? As a Mainframe DBA you'll be one of the technical authorities for this area and act as SME for relevant systems. This is a hands-on role where you'll configure and maintain products and services according to Group standards and policies (and to agreed service levels), while assisting with the delivery of projects within the teams' focus - this includes out of hours. Additionally, you'll provide technical support (including incident and problem resolution for systems and processes in complex environments) Specific activities you could carry out may include; Support and implement changes to our estate within LBG as required. Resolution of incidents and problems across the LBG estate in line with LBG KPI's. Lead the Sign-off that solution/service is fit for Production environment as part of Gateway, working effectively with the project teams to ensure an efficient handover to support. Represent our support team in WAR room/conference calls with incident management and technical teams collaborating to restore service. Support testing cycles and cycling this back with collaboration to test managers on results Provide 24x7 support and provide support for projects and team workload as the need arises. Work effectively with the wider Mainframe teams in order to run the smooth transition of projects into live service. Provide consultancy skills to Application teams as required. What we're looking for in your application; We'd welcome applicants from diverse cultural and industry backgrounds and believe this is critical to success. This is a niche technical role, so as a minimum to be considered for shortlisting we need to see evidence of the following in your CV; Career background having already be an experienced Mainframe Db2 DBA. Experience of performance tuning and diagnosis. Expert Db2 knowledge on the Mainframe Strong delivery experience ideally operating in multifaceted IT environments or companies. Commercial and interpersonal awareness of how to work with 3rd Parties. About working for us; Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. If you're excited by the thought of becoming part of our Mainframe team, get in touch. We'd love to hear from you
plus great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator with a minimum of 12 months relevant experience looking for a supportive team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, successful practice based in London. Opportunity has arisen due to expansion of the business. Provide full Admin support to the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Excellent work/life balance. Ability to build client relationships in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
Apr 17, 2024
Full time
plus great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator with a minimum of 12 months relevant experience looking for a supportive team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, successful practice based in London. Opportunity has arisen due to expansion of the business. Provide full Admin support to the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Excellent work/life balance. Ability to build client relationships in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
Our client is a successful and established IFA firm based in Horsham 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 FS Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The role is office based in Horsham Immediate start
Apr 17, 2024
Full time
Our client is a successful and established IFA firm based in Horsham 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 FS Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The role is office based in Horsham Immediate start
This IFA Administrator job in Warwick is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £26,000 - £32,000 depending on experience Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days Office based role 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Warwick Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 17, 2024
Full time
This IFA Administrator job in Warwick is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £26,000 - £32,000 depending on experience Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days Office based role 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Warwick Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m. Opportunity Highlights Provide full Admin support to 2 Advisers as part of a very friendly team culture. Strong balance between career development and personal well bring to help you maximise your potential. Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation. Full study support, personal development programme, excellent social environment, bonus, and hybrid working. Only 6 months wealth management experience required To register your interest, contact Camilla Howden.
Apr 17, 2024
Full time
plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning. The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m. Opportunity Highlights Provide full Admin support to 2 Advisers as part of a very friendly team culture. Strong balance between career development and personal well bring to help you maximise your potential. Varied tasks include drafting Letters of Authority, and Valuation, creating full meeting packs, preparing annual reviews, liaising with providers, processing new business and ensuring smooth admin back-office operation. Full study support, personal development programme, excellent social environment, bonus, and hybrid working. Only 6 months wealth management experience required To register your interest, contact Camilla Howden.
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
Apr 16, 2024
Full time
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 16, 2024
Full time
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
IFA Administrator BCR/AK/11005 Erdington/Castle Bromwich £24,000-28,000 DOE Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below: The Role: Liaise with internal and external parties- first point of contact for clients Updating and ensuring all supporting documentation is maintained Oversee management of annual reviews and portfolio reviews Prepare Platform withdrawals / fund switches / transactions for approval Respond to customer queries with standard letters or draft relevant responses Further ad-hoc administrative duties The Ideal IFA Administrator will have: 2 years or more experience at an IFA Practice (Essential) Experience in Financial Services (Essential) Experience using Intelligent Office Great communication skills both written and verbal Excellent professional presentation Long term plans to remain within a client services role Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Apr 15, 2024
Full time
IFA Administrator BCR/AK/11005 Erdington/Castle Bromwich £24,000-28,000 DOE Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion! Please view the details of this IFA Administrator role below: The Role: Liaise with internal and external parties- first point of contact for clients Updating and ensuring all supporting documentation is maintained Oversee management of annual reviews and portfolio reviews Prepare Platform withdrawals / fund switches / transactions for approval Respond to customer queries with standard letters or draft relevant responses Further ad-hoc administrative duties The Ideal IFA Administrator will have: 2 years or more experience at an IFA Practice (Essential) Experience in Financial Services (Essential) Experience using Intelligent Office Great communication skills both written and verbal Excellent professional presentation Long term plans to remain within a client services role Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: Acting a main liaison between the Paraplanners and Financial Advisors Updating and managing the diary system for a busy Financial Advisor Liaising with clients Preparing client review packs and documentation Acting on post-meeting tasks Dealing with letters of authority and liaising with providers to ensure new business is processed Writing suitability letters Processing new business on different platforms, including their own in-house DFM If you would like to undertake study towards professional qualifications, our client would happily support this. IFA Administrator Requirements You must have experience within financial planning (ideally, 5+ years') You must have good knowledge of investments, pensions and protection products The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. IFA Administrator Benefits Salary of £26,000 - £30,000 depending on experience Pension contribution of 8%, plus BUPA private healthcare Full-time or part-time roles available Office based role initially, with some flexible working thereafter Free car parking Culture This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas. Location Near Coventry Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 14, 2024
Full time
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: Acting a main liaison between the Paraplanners and Financial Advisors Updating and managing the diary system for a busy Financial Advisor Liaising with clients Preparing client review packs and documentation Acting on post-meeting tasks Dealing with letters of authority and liaising with providers to ensure new business is processed Writing suitability letters Processing new business on different platforms, including their own in-house DFM If you would like to undertake study towards professional qualifications, our client would happily support this. IFA Administrator Requirements You must have experience within financial planning (ideally, 5+ years') You must have good knowledge of investments, pensions and protection products The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. IFA Administrator Benefits Salary of £26,000 - £30,000 depending on experience Pension contribution of 8%, plus BUPA private healthcare Full-time or part-time roles available Office based role initially, with some flexible working thereafter Free car parking Culture This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas. Location Near Coventry Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location: London, NW11 Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED Salary: £30K - £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material Diarising and monitoring income payments and management fees and monitoring asset transfer reports Producing client valuations andliaising with providers for outstanding statements and dealing with queries Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients Some general office management tasks such as managing rent payments Overseeing the Junior Administrator Person Specification Knowledge and Experience IT literate in particular with Microsoft Office packages A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice Excellent written and verbal communication skills Excellent attention to detail Comfortable with numbers Personal Attributes Strong work ethic and ability to work independently and as part of a team Articulate and detail-oriented with excellent interpersonal, written and verbal skills Organised and able to manage a changing to-do list Personable with a friendly and welcoming manner
Apr 14, 2024
Full time
Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location: London, NW11 Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED Salary: £30K - £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material Diarising and monitoring income payments and management fees and monitoring asset transfer reports Producing client valuations andliaising with providers for outstanding statements and dealing with queries Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients Some general office management tasks such as managing rent payments Overseeing the Junior Administrator Person Specification Knowledge and Experience IT literate in particular with Microsoft Office packages A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice Excellent written and verbal communication skills Excellent attention to detail Comfortable with numbers Personal Attributes Strong work ethic and ability to work independently and as part of a team Articulate and detail-oriented with excellent interpersonal, written and verbal skills Organised and able to manage a changing to-do list Personable with a friendly and welcoming manner
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Charlotte at Si Recruitment
Apr 13, 2024
Full time
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Charlotte at Si Recruitment
Premier Jobs UK Limited
Newcastle Upon Tyne, Tyne And Wear
This hybrid, IFA Administrator Team Leader job in Newcastle is ideal for an experienced IFA Administrator looking to take the next step in their career and, join a growing company which has exciting plans ahead! You will be ensuring the Administration team runs smoothly and effectively whilst being a safe and motivational environment to work in. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator Team Leader, you will be focused on ensuring efficient administrative support. Your responsibilities will include: Ensuring the working environment runs smoothly and effectively in line with internal policy and regulation. Manage all aspects of administrative work to ensure high quality service to advisors and clients in line with agreed SLA's Identify and manage development needs if the team and implement training plans if needed, Assist and support with Recruitment. Undertake quality assessment on work completed by the team members to ensure high quality work is produced The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Team Leader Requirements You should have 3+ years' experience as an Administrator within a financial planning firm You should have team leader experience You should have good knowledge of financial planning processes and how a Financial Advisor operates. You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Team Leader Benefits Salary of £35,000 - £40,000 Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 28 days holiday + bank holidays, rising up to 30 days Hybrid working with 60/40 split of office and home working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Newcastle Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 12, 2024
Full time
This hybrid, IFA Administrator Team Leader job in Newcastle is ideal for an experienced IFA Administrator looking to take the next step in their career and, join a growing company which has exciting plans ahead! You will be ensuring the Administration team runs smoothly and effectively whilst being a safe and motivational environment to work in. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator Team Leader, you will be focused on ensuring efficient administrative support. Your responsibilities will include: Ensuring the working environment runs smoothly and effectively in line with internal policy and regulation. Manage all aspects of administrative work to ensure high quality service to advisors and clients in line with agreed SLA's Identify and manage development needs if the team and implement training plans if needed, Assist and support with Recruitment. Undertake quality assessment on work completed by the team members to ensure high quality work is produced The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Team Leader Requirements You should have 3+ years' experience as an Administrator within a financial planning firm You should have team leader experience You should have good knowledge of financial planning processes and how a Financial Advisor operates. You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Team Leader Benefits Salary of £35,000 - £40,000 Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 28 days holiday + bank holidays, rising up to 30 days Hybrid working with 60/40 split of office and home working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Newcastle Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
AdministratorMacclesfieldUp to £30,000 based on IFA experienceMonday to FridayDo you have prior experience working within a Financial Services or IFA environment? This Admin opportunity is an opportunity to move to a firm who offer genuine progression.An established Wealth Management firm within the Macclesfield area are looking for an IFA Administrator to join their established team and immediately start supporting other members of the team, whilst taking on more cases themselves.This would be a great opportunity for someone to further develop their skills and use their experience to support others around them, be a point of contact for clients and help with improving processes across the business.IFA Administrator Duties:- Working with a wide range of financial products- Handling internal contact from new and existing customers- System updates and amending ongoing cases- Working with advisers to develop an ongoing relationship- Provide general admin supportIFA Administrator Requirements:- Financial Services Admin experience is a must- Ideally experience of working with SIPPs, General Pensions, Drawdowns and Bonds/Trusts - but not a deal breaker- Preference would be experience using Intelligent Office- Already completed or desire to complete exams will result in higher salaries.IFA Administrator Package:- Up to £30K for an experienced individual- 26 days holiday plus bank holidays- Death in Service- Private Medical- Life and Health InsuranceIf you believe you have the necessary experience noted above, please apply or contact Sam at Heat Recruitment.
Apr 12, 2024
Full time
AdministratorMacclesfieldUp to £30,000 based on IFA experienceMonday to FridayDo you have prior experience working within a Financial Services or IFA environment? This Admin opportunity is an opportunity to move to a firm who offer genuine progression.An established Wealth Management firm within the Macclesfield area are looking for an IFA Administrator to join their established team and immediately start supporting other members of the team, whilst taking on more cases themselves.This would be a great opportunity for someone to further develop their skills and use their experience to support others around them, be a point of contact for clients and help with improving processes across the business.IFA Administrator Duties:- Working with a wide range of financial products- Handling internal contact from new and existing customers- System updates and amending ongoing cases- Working with advisers to develop an ongoing relationship- Provide general admin supportIFA Administrator Requirements:- Financial Services Admin experience is a must- Ideally experience of working with SIPPs, General Pensions, Drawdowns and Bonds/Trusts - but not a deal breaker- Preference would be experience using Intelligent Office- Already completed or desire to complete exams will result in higher salaries.IFA Administrator Package:- Up to £30K for an experienced individual- 26 days holiday plus bank holidays- Death in Service- Private Medical- Life and Health InsuranceIf you believe you have the necessary experience noted above, please apply or contact Sam at Heat Recruitment.
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!
Apr 12, 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!
This hybrid, IFA Administrator job in Swanley is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £35,000 - £40,000 Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days Hybrid working with 60/40 split of office and home working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Swanley Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 12, 2024
Full time
This hybrid, IFA Administrator job in Swanley is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £35,000 - £40,000 Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days Hybrid working with 60/40 split of office and home working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Swanley Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Borehamwood, Hertfordshire
This hybrid, IFA Administrator job in Borehamwood is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £35,000 - £40,000 Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days Hybrid working with 60/40 split of office and home working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Borehamwood Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 12, 2024
Full time
This hybrid, IFA Administrator job in Borehamwood is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be motivated by the prospect of joining a growing business and the exciting change this brings The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £35,000 - £40,000 Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days Hybrid working with 60/40 split of office and home working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Borehamwood Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
North Oak Recruitment
Leamington Spa, Warwickshire
IFA Administrator - full or part time Leamington Spa opportunity for hybrid working pattern once established in the role Salary £26,000 - £32,000 dep on exp + benefits Our Ref AL1279 The Role My client is part of an award winning, national wealth management organisation and they now have an outstanding opportunity for an experienced individual to join their team. The suitable candidate will join the back office support team dealing with all aspects of client support work i.e. preparation for client meeting including client valuation, providing all the necessary requirements to the paraplanning team to enable them to create a suitability report, dealing with ad-hoc client queries, working from meeting notes and dealing with advisers requests, processing business and moving funds (buys/sells/switches) on platforms, maintaining our client database, potentially report writing a very varied role. Skills required: The candidate is required to have a minimum of 3 years Financial Services experience, ideally within an IFA practice. Ideally the candidate will be studying towards the certificate or diploma in Financial Services. Good attention to detail. Process orientated. Highly organised with an excellent standard of written & verbal communication. A minimum GCSE grade for Maths and English of C or above. Benefits: Pension scheme Life assurance Development & training and educational support Health Cashplan Employee Assistance Programme (EAP) Annual bonus scheme (discretionary bonus of up to 5%) Flexible working hours 23 days holiday + statutory public holidays (increases to 26 days after 5 years service and 29 days after 10 years service). The role will be fully office based however dependant on experience, there may be the opportunity to work on a hybrid basis once you are fully competent in the role. Salary is negotiable dependant on experience within the range of £26,000 - £32,000. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Apr 11, 2024
Full time
IFA Administrator - full or part time Leamington Spa opportunity for hybrid working pattern once established in the role Salary £26,000 - £32,000 dep on exp + benefits Our Ref AL1279 The Role My client is part of an award winning, national wealth management organisation and they now have an outstanding opportunity for an experienced individual to join their team. The suitable candidate will join the back office support team dealing with all aspects of client support work i.e. preparation for client meeting including client valuation, providing all the necessary requirements to the paraplanning team to enable them to create a suitability report, dealing with ad-hoc client queries, working from meeting notes and dealing with advisers requests, processing business and moving funds (buys/sells/switches) on platforms, maintaining our client database, potentially report writing a very varied role. Skills required: The candidate is required to have a minimum of 3 years Financial Services experience, ideally within an IFA practice. Ideally the candidate will be studying towards the certificate or diploma in Financial Services. Good attention to detail. Process orientated. Highly organised with an excellent standard of written & verbal communication. A minimum GCSE grade for Maths and English of C or above. Benefits: Pension scheme Life assurance Development & training and educational support Health Cashplan Employee Assistance Programme (EAP) Annual bonus scheme (discretionary bonus of up to 5%) Flexible working hours 23 days holiday + statutory public holidays (increases to 26 days after 5 years service and 29 days after 10 years service). The role will be fully office based however dependant on experience, there may be the opportunity to work on a hybrid basis once you are fully competent in the role. Salary is negotiable dependant on experience within the range of £26,000 - £32,000. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.