Mbf are working with a highly successful Financial Planning practice based in Wellington recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running. Key Responsibilities Assist Financial Planners with client communication and document preparation Manage client data and maintain accurate records using internal systems Prepare and process applications, ensuring compliance with regulatory standards Coordinate and schedule client appointments, managing the planners' calendars Liaise with various stakeholders, including clients, providers, and internal teams Contribute to the smooth functioning of the team by handling general administrative tasks Qualifications and experience You must have a minimum of 2 years Financial Services Administration experience Excellent organizational skills and attention to detail Strong communication skills, both written and verbal Proficiency in using office software and tools, including Microsoft Office A proactive and adaptable mindset, capable of managing varying workloads What's On Offer The opportunity to work with a highly successful and respected team of Financial Planners Exposure to the intricacies of holistic financial planning for HNW and UHNW clients A supportive and collaborative work environment A competitive basic salary Discretionary bonus Strong company benefits Full on the job training & support
May 01, 2024
Full time
Mbf are working with a highly successful Financial Planning practice based in Wellington recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running. Key Responsibilities Assist Financial Planners with client communication and document preparation Manage client data and maintain accurate records using internal systems Prepare and process applications, ensuring compliance with regulatory standards Coordinate and schedule client appointments, managing the planners' calendars Liaise with various stakeholders, including clients, providers, and internal teams Contribute to the smooth functioning of the team by handling general administrative tasks Qualifications and experience You must have a minimum of 2 years Financial Services Administration experience Excellent organizational skills and attention to detail Strong communication skills, both written and verbal Proficiency in using office software and tools, including Microsoft Office A proactive and adaptable mindset, capable of managing varying workloads What's On Offer The opportunity to work with a highly successful and respected team of Financial Planners Exposure to the intricacies of holistic financial planning for HNW and UHNW clients A supportive and collaborative work environment A competitive basic salary Discretionary bonus Strong company benefits Full on the job training & support
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Minimum 6 months administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £28,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Liverpool
May 01, 2024
Full time
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Minimum 6 months administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £28,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Liverpool
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The principal engineer role is a senior technical role at the heart of the development or configuration team. With a passion for technology, innovation and collaboration they keep their knowledge current, continuously seeking to design, build and deliver better than yesterday. Principal engineers thrive on the chance to employ their multi-faceted skills to create industry-leading solutions in a way that moves the products, the department, their team and individuals forward. They are keen to explore how advances in technology might support on-going continuous improvement or programme acceleration and contribute significantly to the department strategies, practices, toolkits and processes. Core Duties/Responsibilities Ensure you and your Squad adhere to the over-arching Software Development Lifecycle and Agile TOM aligned to your Home Develop and maintain software development processes, standards, and best practices to ensure consistent delivery of high-quality software products Promote engineering excellence and quality through appropriate use of analysis tools, control gates and peer reviews by inculcating news ways of thinking to improve design, productivity, and quality Promote the evaluation of emerging technologies, models, methods etc. on an ongoing basis to enable competitive differentiation and strengthening of existing product technology; drive adoption within your squad as required Drive optimisation of the engineering lifecycle through a systematic knowledge management and continuous learning process to better enable the organization to meet market and client needs Mentor and guide all engineers within your home and assist with technical challenges as needed Show a sense of ownership & pride within your squad and the wider home to deliver high quality work and Institute a self-directed and high-performance culture in the team Involve yourself in the development of a strong talent pipeline throughout your wider home by helping the Manger Engineer in hiring, internal movements, succession planning, talent reviews etc. Take an interest in and show advocacy for the reduction in technical debt across the estate and mission, supporting the Manager Engineer and Product to prioritise the reduction of technical debt appropriately Show an interest in articulating the technical roadmap, the vitality of the product, architecture overview documentation and the validation of our platforms in the product pipeline Technical Responsibilities SFIA Skill: Level 5 Configuration management CFMG Plans the capture and management of CIs and related information. Agrees scope of configuration management processes and the configuration items (CIs) and related information to be controlled. Identifies, evaluates and manages the adoption of appropriate tools, techniques and processes for configuration management. Contributes to the development of configuration management strategies, policies, standards, and guidelines. Skills Capabilities and Attributes Agile Methodologies - Scrum Efficiency improvement Configuration management Release readiness Documentation / technical writing Process, data, system engineering Analytical - business, process, data, system Lifecycle management Pension and Wealth Life and Pension system configuration Analysis and implementation of requirements, including: Workflow design and configuration Calculation Configuration Reporting solutions Work Management and MI Configuration Management Content Management Systems Compendia Administrator CAST GCW Compose Umbraco dotCMS XML, XSL, XQuery, XPath SQL, T-SQL Azure Cloud Platform, AWS Azure DevOps Visual Studio Relevant Experience Any technical graduation; engineering, computer science, etc. Preferred, post-graduation in advanced computer science subjects and MBA in Systems Experience in engineering development or configuration for a Product SaaS organisation Experience of having led conceptualization and development or configuration of a portfolio of products or SaaS based products Experience in Pensions and Financial Services What We Offer Save For Your Future - Equiniti Pension Plan; Matched up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through our EQ Wins Platform. Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The principal engineer role is a senior technical role at the heart of the development or configuration team. With a passion for technology, innovation and collaboration they keep their knowledge current, continuously seeking to design, build and deliver better than yesterday. Principal engineers thrive on the chance to employ their multi-faceted skills to create industry-leading solutions in a way that moves the products, the department, their team and individuals forward. They are keen to explore how advances in technology might support on-going continuous improvement or programme acceleration and contribute significantly to the department strategies, practices, toolkits and processes. Core Duties/Responsibilities Ensure you and your Squad adhere to the over-arching Software Development Lifecycle and Agile TOM aligned to your Home Develop and maintain software development processes, standards, and best practices to ensure consistent delivery of high-quality software products Promote engineering excellence and quality through appropriate use of analysis tools, control gates and peer reviews by inculcating news ways of thinking to improve design, productivity, and quality Promote the evaluation of emerging technologies, models, methods etc. on an ongoing basis to enable competitive differentiation and strengthening of existing product technology; drive adoption within your squad as required Drive optimisation of the engineering lifecycle through a systematic knowledge management and continuous learning process to better enable the organization to meet market and client needs Mentor and guide all engineers within your home and assist with technical challenges as needed Show a sense of ownership & pride within your squad and the wider home to deliver high quality work and Institute a self-directed and high-performance culture in the team Involve yourself in the development of a strong talent pipeline throughout your wider home by helping the Manger Engineer in hiring, internal movements, succession planning, talent reviews etc. Take an interest in and show advocacy for the reduction in technical debt across the estate and mission, supporting the Manager Engineer and Product to prioritise the reduction of technical debt appropriately Show an interest in articulating the technical roadmap, the vitality of the product, architecture overview documentation and the validation of our platforms in the product pipeline Technical Responsibilities SFIA Skill: Level 5 Configuration management CFMG Plans the capture and management of CIs and related information. Agrees scope of configuration management processes and the configuration items (CIs) and related information to be controlled. Identifies, evaluates and manages the adoption of appropriate tools, techniques and processes for configuration management. Contributes to the development of configuration management strategies, policies, standards, and guidelines. Skills Capabilities and Attributes Agile Methodologies - Scrum Efficiency improvement Configuration management Release readiness Documentation / technical writing Process, data, system engineering Analytical - business, process, data, system Lifecycle management Pension and Wealth Life and Pension system configuration Analysis and implementation of requirements, including: Workflow design and configuration Calculation Configuration Reporting solutions Work Management and MI Configuration Management Content Management Systems Compendia Administrator CAST GCW Compose Umbraco dotCMS XML, XSL, XQuery, XPath SQL, T-SQL Azure Cloud Platform, AWS Azure DevOps Visual Studio Relevant Experience Any technical graduation; engineering, computer science, etc. Preferred, post-graduation in advanced computer science subjects and MBA in Systems Experience in engineering development or configuration for a Product SaaS organisation Experience of having led conceptualization and development or configuration of a portfolio of products or SaaS based products Experience in Pensions and Financial Services What We Offer Save For Your Future - Equiniti Pension Plan; Matched up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through our EQ Wins Platform. Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary EQ is seeking an Implementation Analyst to join a brand new team responsible for onboarding Bulk Purchase Annuity (BPA) Schemes. Significant experience in the pensions industry and a strong technical pensions background is required, knowledge of Bulk Purchase Annuities would be advantageous. It is an exciting time and opportunity to be a part of this Implementation team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of the Administrator system, including contributing to development plans, reviewing enhancement requests, Administrator rollouts and producing prototypes for new functionality. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Core Duties/Responsibilities Work across all aspects of the Administrator application Load and import bulk annuity data using Equiniti tools (DataSure, EQ Porter etc.) Analyse and assess pension data extracts against standards and ensuring final extracts are in line with the relevant benefit specification(s) Validate data extracts through standard checks, control totals and production of agreed test scenario outputs Identify data issues and raise with the client through query log Configure scheme, category, and element parameters within the Administrator application Configure member communications to reflect bespoke specific scheme requirements Collaborate with clients to understand their requirements for the Administrator application Analyse, understand, document and estimate client requirements Build and maintain relationships with stakeholders Improve implementation practices and procedures Skills, Capabilities and Attributes Analysis on implementation projects/enhancements for clients Analyse changes and enhancements to client's pensions systems Liaise with clients to define requirements and estimate work Accurately estimate and plan deliverables. Monitor progress enabling projects to be delivered on time and within budget Adhere to project estimating, planning, management and reporting procedures Application of data cleansing and data migration activities Configuration and testing of automation processes Align to defined policies and procedures, identifying any deficiencies in, or opportunities for improvement to, established standards and procedures Produce user and pension systems documentation as required and agreed Support the testing and rollout of the implementation. Interpret and implement legislative changes making use of Regulatory & Pensions Support team advice Work within the correct boundaries of scope, incident management and change control Design and provide a solution which is fit for purpose and in line with budget Qualification and Experience Educated to degree standard preferred Experience of using Pension Configuration Tools and MS SQL Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification) Experience in the pensions industry and a strong technical pensions background, particularly in the area of Bulk Purchase Annuities, highly desirable Software development capabilities Demonstrate commercial awareness & operational efficiencies/income generation in current role. What We Offer Save For Your Future - Equiniti Pension Plan; matched contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing etc Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary EQ is seeking an Implementation Analyst to join a brand new team responsible for onboarding Bulk Purchase Annuity (BPA) Schemes. Significant experience in the pensions industry and a strong technical pensions background is required, knowledge of Bulk Purchase Annuities would be advantageous. It is an exciting time and opportunity to be a part of this Implementation team that is not only responsible for the core configuration of the system, but also working closely with the ongoing development of the Administrator system, including contributing to development plans, reviewing enhancement requests, Administrator rollouts and producing prototypes for new functionality. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Core Duties/Responsibilities Work across all aspects of the Administrator application Load and import bulk annuity data using Equiniti tools (DataSure, EQ Porter etc.) Analyse and assess pension data extracts against standards and ensuring final extracts are in line with the relevant benefit specification(s) Validate data extracts through standard checks, control totals and production of agreed test scenario outputs Identify data issues and raise with the client through query log Configure scheme, category, and element parameters within the Administrator application Configure member communications to reflect bespoke specific scheme requirements Collaborate with clients to understand their requirements for the Administrator application Analyse, understand, document and estimate client requirements Build and maintain relationships with stakeholders Improve implementation practices and procedures Skills, Capabilities and Attributes Analysis on implementation projects/enhancements for clients Analyse changes and enhancements to client's pensions systems Liaise with clients to define requirements and estimate work Accurately estimate and plan deliverables. Monitor progress enabling projects to be delivered on time and within budget Adhere to project estimating, planning, management and reporting procedures Application of data cleansing and data migration activities Configuration and testing of automation processes Align to defined policies and procedures, identifying any deficiencies in, or opportunities for improvement to, established standards and procedures Produce user and pension systems documentation as required and agreed Support the testing and rollout of the implementation. Interpret and implement legislative changes making use of Regulatory & Pensions Support team advice Work within the correct boundaries of scope, incident management and change control Design and provide a solution which is fit for purpose and in line with budget Qualification and Experience Educated to degree standard preferred Experience of using Pension Configuration Tools and MS SQL Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification) Experience in the pensions industry and a strong technical pensions background, particularly in the area of Bulk Purchase Annuities, highly desirable Software development capabilities Demonstrate commercial awareness & operational efficiencies/income generation in current role. What We Offer Save For Your Future - Equiniti Pension Plan; matched contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary Employee discounts - Discounts and cashback at high street stores through EQ Wins Platform Flexible Benefits - Ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing etc Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity Winning together - Equiniti ICON award vouchers; recognising individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Shoreham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new entrants (Administrators) The ideal candidate will be a Senior Administrator with training or management experience Knowledge of Intelligent Office would be a big help as well Base £40-50000 plus a benefits package This is an office based role full time perm This is a new to market opportunity
May 01, 2024
Full time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in Shoreham You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to managing and helping train new entrants (Administrators) The ideal candidate will be a Senior Administrator with training or management experience Knowledge of Intelligent Office would be a big help as well Base £40-50000 plus a benefits package This is an office based role full time perm This is a new to market opportunity
Job Title: Senior IFA Administrator Salary: £ Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice. As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: R01, CF1 or equivalent is desirable Experience in providing administrative support within a Wealth Management or Financial Planning firm Experience of using Intelliflo would be advantageous A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.
May 01, 2024
Full time
Job Title: Senior IFA Administrator Salary: £ Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional. This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice. As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: R01, CF1 or equivalent is desirable Experience in providing administrative support within a Wealth Management or Financial Planning firm Experience of using Intelliflo would be advantageous A professional and personable communicator who is comfortable dealing with clients Strong attention to detail and a good level of numerical skills Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.
Do you have a background in Administration and Accounts?Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Administrator to join their busy team! They offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives. They recommend suitable financial products and assist with financial planning after conducting a detailed review of the financial position, circumstances, and attitude towards investment risk. In a nutshell, as the Accounts Administrator you are responsible for obtaining and handling any money on behalf of the business.Job details: £22,000 - £26,000 p/a depending on experience Hours are 9-5 Mon to Thurs , 9-4 Friday. Working from their beautiful offices near Plymouth Hoe, this is an excellent opportunity to take your career to the next level! Besides the usual roles of handling the payroll, income and expenses, the Finance Team's responsibilities also include analysis to improve key business strategies. Key Activities of the Accounts Administrator: Providing support to their existing Finance Department Assisting with reconciliation of Commission and Fee Statements on our Income Management system Maintaining and reconciling Excel cashbooks Sage bookkeeping Cross-referencing Sage with our Income Management system Maintaining Aged Debt and tracking progress of payments from providers Carrying out data checks Working to tight, recurring deadlines Accurately updating and maintaining information on back-office systems, including policy valuation data Communicating with different teams within the practice to deliver an efficient workflow Additional Duties: Responsible for property/office related issues g. fire alarm testing, annual PAT testing Maintaining the Team's diary system General assistance with ad hoc projects and requirements Key Skills of the Accounts Administrator: A keen eye for detail Strong time management and prioritisation skills Excellent organisational skills with the ability to multitask and manage workloads Excellent IT skills and familiarisation with Microsoft Office Excellent communication skills and a professional telephone manner Ability to work under pressure Ability to work as part of a team Hard-working and enthusiastic Key experience that is desirable but not essential: Experience within an IFA firm would be advantageous A knowledge of bookkeeping would be advantageous Experience with Sage and reconciliation would be advantageous An understanding of internal cashflow would be advantageous Should the role develop further, they may include some additional tasks and responsibilities - you may be required to undertake other duties from time to time e.g. attend events as required. If this sounds like you, please apply with your CV in word format today! Please contact Emma Hutchings at the Pertemps Plymouth branch for more details.
May 01, 2024
Full time
Do you have a background in Administration and Accounts?Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Administrator to join their busy team! They offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives. They recommend suitable financial products and assist with financial planning after conducting a detailed review of the financial position, circumstances, and attitude towards investment risk. In a nutshell, as the Accounts Administrator you are responsible for obtaining and handling any money on behalf of the business.Job details: £22,000 - £26,000 p/a depending on experience Hours are 9-5 Mon to Thurs , 9-4 Friday. Working from their beautiful offices near Plymouth Hoe, this is an excellent opportunity to take your career to the next level! Besides the usual roles of handling the payroll, income and expenses, the Finance Team's responsibilities also include analysis to improve key business strategies. Key Activities of the Accounts Administrator: Providing support to their existing Finance Department Assisting with reconciliation of Commission and Fee Statements on our Income Management system Maintaining and reconciling Excel cashbooks Sage bookkeeping Cross-referencing Sage with our Income Management system Maintaining Aged Debt and tracking progress of payments from providers Carrying out data checks Working to tight, recurring deadlines Accurately updating and maintaining information on back-office systems, including policy valuation data Communicating with different teams within the practice to deliver an efficient workflow Additional Duties: Responsible for property/office related issues g. fire alarm testing, annual PAT testing Maintaining the Team's diary system General assistance with ad hoc projects and requirements Key Skills of the Accounts Administrator: A keen eye for detail Strong time management and prioritisation skills Excellent organisational skills with the ability to multitask and manage workloads Excellent IT skills and familiarisation with Microsoft Office Excellent communication skills and a professional telephone manner Ability to work under pressure Ability to work as part of a team Hard-working and enthusiastic Key experience that is desirable but not essential: Experience within an IFA firm would be advantageous A knowledge of bookkeeping would be advantageous Experience with Sage and reconciliation would be advantageous An understanding of internal cashflow would be advantageous Should the role develop further, they may include some additional tasks and responsibilities - you may be required to undertake other duties from time to time e.g. attend events as required. If this sounds like you, please apply with your CV in word format today! Please contact Emma Hutchings at the Pertemps Plymouth branch for more details.
This Mortgage Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West. You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current Mortgage Administrator progressing to become a Mortgage Adviser click apply for full job details
May 01, 2024
Full time
This Mortgage Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West. You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current Mortgage Administrator progressing to become a Mortgage Adviser click apply for full job details
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants. Responsibilities will include: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Prepare new business and review packs for IFA client meetings Obtain illustrations and valuations Conduct product research Write suitability reports What's in it for you? Competitive salary Free parking Ongoing training and development Study support towards CII Diploma 23 days holiday + bank holidays Closed over Christmas Private Health Insurance Death in Service Annual bonus The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential. For further information please contact one of our specialist consultants quoting REF: NJR14729
May 01, 2024
Full time
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants. Responsibilities will include: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Prepare new business and review packs for IFA client meetings Obtain illustrations and valuations Conduct product research Write suitability reports What's in it for you? Competitive salary Free parking Ongoing training and development Study support towards CII Diploma 23 days holiday + bank holidays Closed over Christmas Private Health Insurance Death in Service Annual bonus The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential. For further information please contact one of our specialist consultants quoting REF: NJR14729
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9 click apply for full job details
May 01, 2024
Full time
Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player Knowledge of XPLAN would be desirable Benefits: 9 click apply for full job details
Administrator - HNW Independent Financial Advisers To £23,500 - £28,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team click apply for full job details
May 01, 2024
Full time
Administrator - HNW Independent Financial Advisers To £23,500 - £28,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team click apply for full job details
Paraplanner or IFA Administrator Troon (possibility of hybrid working) £28,000 - £36,000 + Bonuses = OTE £45K A position has arisen at an award winning IFA with offices in Troon, London, Belfast and Glasgow. They are looking to recruit an experienced Paraplanner or possibly an IFA Administrator at their offices in Troon. The role would be working closely with the IFA's and Directors of the firm. You will need to be solution orientated, have a keen eye for detail and be able to use your own initiative. Good keyboard skills and attention to detail and previous experience is essential. This role may suit a Financial Planner who no longer wants to give advice, an experienced Paraplanner looking for the next step in their career or an experienced IFA or Wealth Administrator. DipFA or equivalent, or actively working towards it would also be advantageous. The package is negotiable depending upon experience but would be £28,000 to £36,000 salary plus a incentive package, which should give a realistic income of around £45,000. You can be office based or possibly work on a hybrid basis. For more information please send your CV to Douglas McDougall
May 01, 2024
Full time
Paraplanner or IFA Administrator Troon (possibility of hybrid working) £28,000 - £36,000 + Bonuses = OTE £45K A position has arisen at an award winning IFA with offices in Troon, London, Belfast and Glasgow. They are looking to recruit an experienced Paraplanner or possibly an IFA Administrator at their offices in Troon. The role would be working closely with the IFA's and Directors of the firm. You will need to be solution orientated, have a keen eye for detail and be able to use your own initiative. Good keyboard skills and attention to detail and previous experience is essential. This role may suit a Financial Planner who no longer wants to give advice, an experienced Paraplanner looking for the next step in their career or an experienced IFA or Wealth Administrator. DipFA or equivalent, or actively working towards it would also be advantageous. The package is negotiable depending upon experience but would be £28,000 to £36,000 salary plus a incentive package, which should give a realistic income of around £45,000. You can be office based or possibly work on a hybrid basis. For more information please send your CV to Douglas McDougall
Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of attention to detail and enjoys working as part o click apply for full job details
May 01, 2024
Full time
Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of attention to detail and enjoys working as part o click apply for full job details
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 01, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary Role Summary EQ is seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities. Business Function EQ Pensions Operations delivers an excellent service across our diverse client base. Our Pensions Administration teams including our newly created BPA teams, are responsible for keeping accurate and compliant pension records for our clients and pension scheme members. For the provision of all the other aspects of members' pensions, our administration function is key. Our people, our Administrator platform and its integrated mobile-friendly web tools, are key elements in delivering this. Leading-edge responsive web tools and contact centre facilities help members to engage with their retirement wealth as they progress along their journey to retirement. Our function is responsible for: Delivering on the daily service promise Continually improving our service performance to grow advocacy Helping EQP successfully achieve its goals Supporting EQP with shaping bids to renew existing contracts or winning new work Managing our supplier relationships Operating within our budget envelope Manage the risks within our business in line with agreed appetite Adhering to Divisional and Group policies Becoming better at everything we do every day Core Duties/Responsibilities The successful candidate will be responsible for the following: Provide administration service to customers as per Service Level Agreement Putting the member at the heart of everything we do Providing both buy in and buy out administration services Interpreting and applying Trustee membership movements to the insured population during buy in administration Collating and escalating Trustee and client enquiries (oral and written) To complete / check casework and provide feedback Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements and case history Collating and escalating Trustee and client enquiries (oral and written) Drafting of non-standard correspondence in response to customer enquiries Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries Provision of technical guidance to other team members, particularly in relation buy in and buy out administration Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service Provide on-the-job coaching to department colleagues Attend client meetings where necessary Carry out projects and ad-hoc activities as determined by Team Leader Provide pension administration specific input into the creation of any new processes or procedures Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviours: Experience of Defined Benefit Pension Schemes Excellent attention to detail and capable of following defined processes and procedures Superior communication skills: written and oral Strong desire to deliver exceptional customer service Proven track record of quality, timely delivery Excellent ability to develop positive and productive working relationships Good IT skills and a willingness and aptitude to learn a variety of systems Previous experience of Bulk Purchase Annuity administration is desirable What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. The salary for this role would be £24,000 - £28,000 as a guide with additional benefits. This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable. Situated outside Manchester, to the north, this firm near to Bury have recognised a gap in their support team, with the ideal hire being that of an established Administrator. You will need to have experience working in a busy Financial Planning/Adviser firm and be proactive in your approach to the role. The position is all encompassing covering the processing of new business, updating systems, speaking with product providers, issuing updates to clients, dealing with client queries to name the main areas. The company have dedicated Paraplanning staff who are involved in the complex research for the client portfolios. Your role will see you working closely with all, and through the work, get to know each client's file very well. Many opportunities encourage a steady flow of gaining experienced of administration, then moving to paraplanning then advising, however this company recognises that without sound and consistent administration, not much else gets done. And with that, if you have the experience in such a role, would like to focus on the Adviser Support function and work or live in the area and would like a change, or perhaps live in the area and currently commute to the city centre or beyond, then please do consider applying.
May 01, 2024
Full time
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider. The salary for this role would be £24,000 - £28,000 as a guide with additional benefits. This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable. Situated outside Manchester, to the north, this firm near to Bury have recognised a gap in their support team, with the ideal hire being that of an established Administrator. You will need to have experience working in a busy Financial Planning/Adviser firm and be proactive in your approach to the role. The position is all encompassing covering the processing of new business, updating systems, speaking with product providers, issuing updates to clients, dealing with client queries to name the main areas. The company have dedicated Paraplanning staff who are involved in the complex research for the client portfolios. Your role will see you working closely with all, and through the work, get to know each client's file very well. Many opportunities encourage a steady flow of gaining experienced of administration, then moving to paraplanning then advising, however this company recognises that without sound and consistent administration, not much else gets done. And with that, if you have the experience in such a role, would like to focus on the Adviser Support function and work or live in the area and would like a change, or perhaps live in the area and currently commute to the city centre or beyond, then please do consider applying.
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
May 01, 2024
Full time
My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team. In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment. The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management. As an applicant, you must have excellent communication skills, a minimum of 2 years' experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire. If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
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
May 01, 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
Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Somerset / Devon 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. JBRP1_UKTJ
May 01, 2024
Full time
Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Somerset / Devon 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. JBRP1_UKTJ
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Warwickshire 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. JBRP1_UKTJ
May 01, 2024
Full time
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Warwickshire 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. JBRP1_UKTJ
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice. You should have good Financial Servicesknowledge and IFA Administrator experience. What Your Day to Day Duties Will Include as a Senior Administrator: Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firms policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. What is Needed to Be Considered to be a Trainee Paraplanner: At least 2 years Financial Services industry experience. Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred. Experience of working in a team, as well as corresponding directly with clients and third party providers. Excellent verbal and written communication skills. A professional telephone manner is important. Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ
May 01, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administratorto join the team of a very prestige wealth management practice. You should have good Financial Servicesknowledge and IFA Administrator experience. What Your Day to Day Duties Will Include as a Senior Administrator: Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers. Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients. Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion. Processing new business properly and taking ownership for seeing it through to completion. Contribute to and assist in the production of management information for the Directors and senior team. Responsible for maintaining and ensuring that records and files are updated timely and correctly. Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise. Have excellent client relationship skills. Client data is held securely, and Data Protection considerations are complied with. Compliance with the firms policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, whistleblowing and vulnerable client policies. What is Needed to Be Considered to be a Trainee Paraplanner: At least 2 years Financial Services industry experience. Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred. Experience of working in a team, as well as corresponding directly with clients and third party providers. Excellent verbal and written communication skills. A professional telephone manner is important. Apply today to be considered for this Trainee Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ