Type of Position: Senior IFA Administrator - Hailsham Pay: £40k - £50k Senior IFA Administrator - Hailsham We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals. Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Aug 23, 2025
Full time
Type of Position: Senior IFA Administrator - Hailsham Pay: £40k - £50k Senior IFA Administrator - Hailsham We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms. Key Responsibilities: - Work as part of the Business Support Team to support client's Propositions. - Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office system, to ensure accurate client data and information throughout the process. - Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff. - Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service - Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services. - Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets. - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact. - To participate in project related work, working as one team to meet company goals and targets. - To provide support to your colleagues where workloads need to be spread across the team to reach team goals. Experience and Qualifications: - Administration and customer service experience is essential. - Telephone based experience would be beneficial. - Financial Services experience would be beneficial. - Financial Services experience is essential preferably obtained in a life and pensions environment. - Qualifications desirable or a willingness to study If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Artemis Recruitment Consultants Ltd
St. Albans, Hertfordshire
Type of Position: Senior IFA Administrator - St Albans Pay: £35k - £40k Senior IFA Administrator - St Albans We are seeking an experienced IFA Administrator to join our client's team in St Albans. This role involves supporting one IFA with all administrative tasks, including business processing, financial administration, and client liaison. Proficiency with various CRM systems and platforms is required. Key Responsibilities: Support the Business Support Team in client propositions. Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly. Update the back office system to ensure accurate client data. Maintain compliant client files with all necessary documents. Manage workflow and diary systems for quick staff access. Prepare client valuations for annual reviews and invoice for additional services outside the standard package. Process servicing tasks in line with the Client Service Agreement, including invoicing for extra requests. Ensure timely and accurate processing of work to meet client service standards and targets. Build and maintain relationships with clients, consultants, and third parties. Participate in project work to support team goals. Assist colleagues as needed to distribute workloads and achieve team objectives. Experience and Qualifications: Previous administration and customer service experience is essential. Telephone-based customer service experience is beneficial. Financial Services experience is preferred, especially in life and pensions sectors. Relevant qualifications or willingness to study are desirable. If you consent to being contacted about our products and services, please opt in by ticking the box. More information about how we handle your data is available in our Privacy Policy.
Aug 22, 2025
Full time
Type of Position: Senior IFA Administrator - St Albans Pay: £35k - £40k Senior IFA Administrator - St Albans We are seeking an experienced IFA Administrator to join our client's team in St Albans. This role involves supporting one IFA with all administrative tasks, including business processing, financial administration, and client liaison. Proficiency with various CRM systems and platforms is required. Key Responsibilities: Support the Business Support Team in client propositions. Manage appointment scheduling for Premium Support Consultants and handle additional requests promptly. Update the back office system to ensure accurate client data. Maintain compliant client files with all necessary documents. Manage workflow and diary systems for quick staff access. Prepare client valuations for annual reviews and invoice for additional services outside the standard package. Process servicing tasks in line with the Client Service Agreement, including invoicing for extra requests. Ensure timely and accurate processing of work to meet client service standards and targets. Build and maintain relationships with clients, consultants, and third parties. Participate in project work to support team goals. Assist colleagues as needed to distribute workloads and achieve team objectives. Experience and Qualifications: Previous administration and customer service experience is essential. Telephone-based customer service experience is beneficial. Financial Services experience is preferred, especially in life and pensions sectors. Relevant qualifications or willingness to study are desirable. If you consent to being contacted about our products and services, please opt in by ticking the box. More information about how we handle your data is available in our Privacy Policy.
This policy covers all of including Selector, Pensions Client Portal and the Equiniti Privacy Centre Senior Pensions Administrator (Fixed term Contract for 6 months) page is loaded Senior Pensions Administrator (Fixed term Contract for 6 months) Apply locations Hybrid - Leeds Hybrid - Reading Hybrid - Cheadle Hybrid - Exeter Hybrid - Crawley time type Full time posted on Posted 30+ Days Ago job requisition id R12960 Management Level H 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. As a senior member of the team, providing an efficient, accurate and friendly service to all our colleagues and customers will be second nature to you. Striving to support your team and identifying improvements in our processes, demonstrate initiative, judgement and certainty. The successful candidate will have a strong understanding or Pensions legislation, regulatory requirements and HMRC requirements. As a senior member of the team you will be required to take on additional responsibilities which include training, coaching and representing the team on projects. Business Functions: Equiniti helps some of the UK's best known brands and public sector organisations manage complex and regulated administration covering pensions, payroll and payments. Our activities are often mission-critical to our clients but not core to their organisations. By taking care of these services, we free them to focus on what matters most. Our solutions are delivered at scale, supporting eight million pension scheme members and paying three million people over £21bn a year. Paymaster works with some of the largest pension schemes in the UK, including the National Health Service scheme with more than 2.6 million members and the Armed Forces Veterans, which we have continuously served since 1836. Core duties and responsibilities: Will be providing administration service to customers, working to Service Levels with adherence to quality targets. Completing/checking and auditing casework and providing constructive feedback, coaching and training to your colleagues is a big part of what you will be doing. Will be expected to have engagement with our client contacts helping to resolve complex customer enquiries based on competent working knowledge of customer requirements using pension's knowledge. The provision of technical guidance to your teams is going to be important, providing swift support when required. Identifying process improvements in immediate area of work responsibility in order to improve output and customer service is also key. Skills, Attributes and Behaviour: A minimum of 12 months of experience in senior pensions administration is essential for this role. Excellent attention to detail and capable of following defined processes and procedures. Excellent communication skills (written and oral) with a strong desire to deliver exceptional customer service. Will need a proven track record of quality, timely delivery and strong numeracy skills / literacy skills. Developing positive and productive working relationships with people is also essential. Strong IT skills and a willingness to learn a variety of systems. 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 - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. This is a hybrid role with a minimum of 3 days a week required in the office. (candidates can work from any of our UK office locations listed within the advert) 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. Similar Jobs (1) Pensions Administrator (Bulk Purchase Annuities) locations 4 Locations time type Full time posted on Posted 30+ Days Ago Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.
Aug 21, 2025
Full time
This policy covers all of including Selector, Pensions Client Portal and the Equiniti Privacy Centre Senior Pensions Administrator (Fixed term Contract for 6 months) page is loaded Senior Pensions Administrator (Fixed term Contract for 6 months) Apply locations Hybrid - Leeds Hybrid - Reading Hybrid - Cheadle Hybrid - Exeter Hybrid - Crawley time type Full time posted on Posted 30+ Days Ago job requisition id R12960 Management Level H 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. As a senior member of the team, providing an efficient, accurate and friendly service to all our colleagues and customers will be second nature to you. Striving to support your team and identifying improvements in our processes, demonstrate initiative, judgement and certainty. The successful candidate will have a strong understanding or Pensions legislation, regulatory requirements and HMRC requirements. As a senior member of the team you will be required to take on additional responsibilities which include training, coaching and representing the team on projects. Business Functions: Equiniti helps some of the UK's best known brands and public sector organisations manage complex and regulated administration covering pensions, payroll and payments. Our activities are often mission-critical to our clients but not core to their organisations. By taking care of these services, we free them to focus on what matters most. Our solutions are delivered at scale, supporting eight million pension scheme members and paying three million people over £21bn a year. Paymaster works with some of the largest pension schemes in the UK, including the National Health Service scheme with more than 2.6 million members and the Armed Forces Veterans, which we have continuously served since 1836. Core duties and responsibilities: Will be providing administration service to customers, working to Service Levels with adherence to quality targets. Completing/checking and auditing casework and providing constructive feedback, coaching and training to your colleagues is a big part of what you will be doing. Will be expected to have engagement with our client contacts helping to resolve complex customer enquiries based on competent working knowledge of customer requirements using pension's knowledge. The provision of technical guidance to your teams is going to be important, providing swift support when required. Identifying process improvements in immediate area of work responsibility in order to improve output and customer service is also key. Skills, Attributes and Behaviour: A minimum of 12 months of experience in senior pensions administration is essential for this role. Excellent attention to detail and capable of following defined processes and procedures. Excellent communication skills (written and oral) with a strong desire to deliver exceptional customer service. Will need a proven track record of quality, timely delivery and strong numeracy skills / literacy skills. Developing positive and productive working relationships with people is also essential. Strong IT skills and a willingness to learn a variety of systems. 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 - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. This is a hybrid role with a minimum of 3 days a week required in the office. (candidates can work from any of our UK office locations listed within the advert) 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. Similar Jobs (1) Pensions Administrator (Bulk Purchase Annuities) locations 4 Locations time type Full time posted on Posted 30+ Days Ago Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.
Role Title: Senior IFA Administrator Reports To: IFA Admin Manager Location: Nationwide Hours of Work: 35 hours per week SMCR Function: Conduct Role Role Profile The Senior IFA Administrator provides high-level pre- and post-sales support to Financial Advisers, ensuring that all client-related tasks are completed accurately, efficiently, and in line with regulatory and company compliance standards. The role includes acting as a point of escalation for administration queries and supporting the training and onboarding of new team members. Key Responsibilities Client & Adviser Support Act as the first point of contact for the local IFA Administration team for escalated queries. Obtain illustrations, key features, and application forms from platforms and providers. Prepare client meeting packs, including valuations, fact finds, agreements, and risk profiles. Post documentation to clients or providers as required. Issue and track letters of authority, update policy records upon receipt of information. Maintain accurate client and policy details within Intelligent Office (iO). Prepare and process new business applications in line with internal procedures. Handle written, phone, and electronic enquiries from clients, Advisers, and providers. Provide timely, accurate updates to clients and obtain required policy information. Workflow & Administration Support the quality-checking of administrative work across the team. Produce regular and ad-hoc valuation reports, updating iO accordingly. Manage the iO diary system to ensure all activity is scheduled and completed. Ensure Advisers and IFA Admin Managers are informed of relevant client developments. Process encashments and withdrawal requests, confirm updates with clients. Liaise with providers to maintain service standards and resolve queries. Resolve fee and commission queries in collaboration with the Finance team. Team Support & Leadership Provide support and cover for other IFA Administrators and Senior IFA Administrators when required. Deputise for the IFA Admin Manager in their absence, ensuring continuity and workload management. Support the training of new administrators and assist with implementation of new processes. Participate in and contribute to Procedural Workgroups to improve and evolve internal systems. Additional Responsibilities Answer calls professionally and in accordance with company standards. Open, scan, and distribute post within agreed timescales. Ensure accurate scanning and shredding of documents where required. Report suspected compliance breaches to the Compliance Manager promptly. Contribute to business-led projects, which may include work on: Intelligent Office (CRM) Platforms/Providers Investment Committee admin New business processing Carry out any other duties reasonably requested by line management or directors. SM&CR Responsibilities As an FCA-regulated business, Ascot Lloyd operates within the Senior Managers and Certification Regime (SM&CR). Employees are expected to act with personal accountability and integrity at all times. Individual Conduct Rules Act with integrity Act with due care, skill and diligence Be open and co-operative with the FCA, PRA, and other regulators Pay due regard to customer interests and treat them fairly Observe proper standards of market conduct Act to deliver good outcomes for clients Skills & Experience Required Proven experience in a varied IFA Administration role. Excellent communication skills - both written and verbal. Client-focused with a professional, proactive attitude. High attention to detail and accurate data entry capabilities. Strong organisational and time management skills. Proficient in Microsoft Office and back-office systems. Strong industry knowledge and understanding of adviser processes. Willingness to study towards professional qualifications (desirable but not essential).
Aug 21, 2025
Full time
Role Title: Senior IFA Administrator Reports To: IFA Admin Manager Location: Nationwide Hours of Work: 35 hours per week SMCR Function: Conduct Role Role Profile The Senior IFA Administrator provides high-level pre- and post-sales support to Financial Advisers, ensuring that all client-related tasks are completed accurately, efficiently, and in line with regulatory and company compliance standards. The role includes acting as a point of escalation for administration queries and supporting the training and onboarding of new team members. Key Responsibilities Client & Adviser Support Act as the first point of contact for the local IFA Administration team for escalated queries. Obtain illustrations, key features, and application forms from platforms and providers. Prepare client meeting packs, including valuations, fact finds, agreements, and risk profiles. Post documentation to clients or providers as required. Issue and track letters of authority, update policy records upon receipt of information. Maintain accurate client and policy details within Intelligent Office (iO). Prepare and process new business applications in line with internal procedures. Handle written, phone, and electronic enquiries from clients, Advisers, and providers. Provide timely, accurate updates to clients and obtain required policy information. Workflow & Administration Support the quality-checking of administrative work across the team. Produce regular and ad-hoc valuation reports, updating iO accordingly. Manage the iO diary system to ensure all activity is scheduled and completed. Ensure Advisers and IFA Admin Managers are informed of relevant client developments. Process encashments and withdrawal requests, confirm updates with clients. Liaise with providers to maintain service standards and resolve queries. Resolve fee and commission queries in collaboration with the Finance team. Team Support & Leadership Provide support and cover for other IFA Administrators and Senior IFA Administrators when required. Deputise for the IFA Admin Manager in their absence, ensuring continuity and workload management. Support the training of new administrators and assist with implementation of new processes. Participate in and contribute to Procedural Workgroups to improve and evolve internal systems. Additional Responsibilities Answer calls professionally and in accordance with company standards. Open, scan, and distribute post within agreed timescales. Ensure accurate scanning and shredding of documents where required. Report suspected compliance breaches to the Compliance Manager promptly. Contribute to business-led projects, which may include work on: Intelligent Office (CRM) Platforms/Providers Investment Committee admin New business processing Carry out any other duties reasonably requested by line management or directors. SM&CR Responsibilities As an FCA-regulated business, Ascot Lloyd operates within the Senior Managers and Certification Regime (SM&CR). Employees are expected to act with personal accountability and integrity at all times. Individual Conduct Rules Act with integrity Act with due care, skill and diligence Be open and co-operative with the FCA, PRA, and other regulators Pay due regard to customer interests and treat them fairly Observe proper standards of market conduct Act to deliver good outcomes for clients Skills & Experience Required Proven experience in a varied IFA Administration role. Excellent communication skills - both written and verbal. Client-focused with a professional, proactive attitude. High attention to detail and accurate data entry capabilities. Strong organisational and time management skills. Proficient in Microsoft Office and back-office systems. Strong industry knowledge and understanding of adviser processes. Willingness to study towards professional qualifications (desirable but not essential).
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region. As a Senior Paraplanner , you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits. You will be responsible for: Reviewing client documentation and adviser meeting notes to extract key planning requirements. Carrying out detailed financial analysis, including cashflow projections and investment reviews. Researching pensions, investments, protection and estate planning options. Drafting suitability reports tailored to clients' individual circumstances and goals. Preparing technical illustrations and disclosure documentation. Supporting advisers ahead of client meetings with accurate data and insights. Collaborating with the wider team to ensure timely case progression. Ensuring all advice and documentation remains compliant with current regulations. Maintaining contact with providers and contributing to investment discussions. What we are looking for: Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role. At least 4 years experience in Paraplanning. Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications). Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics. In-depth technical understanding of pensions, investments, taxation, trusts and estate planning. What s on offer: Competitive salary 25 days holiday plus bank holidays Company pension scheme Annual discretionary bonus Death in service cover Free on-site parking This is a great opportunity to join a well-supported and trusted team within a stable organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Aug 21, 2025
Full time
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region. As a Senior Paraplanner , you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits. You will be responsible for: Reviewing client documentation and adviser meeting notes to extract key planning requirements. Carrying out detailed financial analysis, including cashflow projections and investment reviews. Researching pensions, investments, protection and estate planning options. Drafting suitability reports tailored to clients' individual circumstances and goals. Preparing technical illustrations and disclosure documentation. Supporting advisers ahead of client meetings with accurate data and insights. Collaborating with the wider team to ensure timely case progression. Ensuring all advice and documentation remains compliant with current regulations. Maintaining contact with providers and contributing to investment discussions. What we are looking for: Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role. At least 4 years experience in Paraplanning. Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications). Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics. In-depth technical understanding of pensions, investments, taxation, trusts and estate planning. What s on offer: Competitive salary 25 days holiday plus bank holidays Company pension scheme Annual discretionary bonus Death in service cover Free on-site parking This is a great opportunity to join a well-supported and trusted team within a stable organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
My client is a well established UK financial advice firm, delivering tailored Financial Planning solutions to both individuals and businesses across pensions, investments and protection. With a commitment to delivering high-quality advice and outstanding client service, we are seeking an experienced and proactive Senior Administrator to also take on the role of Office Manager , overseeing daily operations and team workflows. This is a dual-role opportunity ideal for a highly organised and detail-oriented individual with strong experience in financial services administration and a proven understanding of the pensions and investment environment. The successful candidate will be responsible for leading the administration team, managing office operations, and ensuring the smooth running of administrative functions and systems including Intelliflo Office (IO). Key Responsibilities: Administration & Client Support Oversee day-to-day administrative processes across the business, ensuring high service standards. Issue letters of authority and liaise with providers to chase up policy information. Maintain and develop workflows to ensure the efficient processing of business. Support the advice team in the preparation of documentation for meetings and suitability reports. Handle complex cases such as SIPP/SSAS, drawdown, and offshore bond administration. Office Management Manage office infrastructure, resources, and suppliers (e.g. insurance, systems). Assign work to the administration team and monitor task progress. Maintain company records, and assist with HR administration. Coordinate onboarding and training of new staff and upskilling of team members. Process Improvement Assist in the development and documentation of business processes. Identify opportunities for continuous improvement across systems and workflows. We are ideally seeking someone with 3-5 years experience working within Financial Services Administration, ideally within an IFA / Financial Advisory environment. It would be to your advantage if you have performed a team leading or managerial role in the past. Strong understanding of Pension products, including SIPP SAAS and retirement planning, and working knowledge of the Intelliflow Office (IO) including workflow management and document / report creation. You will be a great listener and communicator. What We Offer Opportunity to play a key leadership role in a growing firm. Supportive and collaborative team environment. Competitive salary package with potential for progression. Ongoing professional development opportunities.
Aug 21, 2025
Full time
My client is a well established UK financial advice firm, delivering tailored Financial Planning solutions to both individuals and businesses across pensions, investments and protection. With a commitment to delivering high-quality advice and outstanding client service, we are seeking an experienced and proactive Senior Administrator to also take on the role of Office Manager , overseeing daily operations and team workflows. This is a dual-role opportunity ideal for a highly organised and detail-oriented individual with strong experience in financial services administration and a proven understanding of the pensions and investment environment. The successful candidate will be responsible for leading the administration team, managing office operations, and ensuring the smooth running of administrative functions and systems including Intelliflo Office (IO). Key Responsibilities: Administration & Client Support Oversee day-to-day administrative processes across the business, ensuring high service standards. Issue letters of authority and liaise with providers to chase up policy information. Maintain and develop workflows to ensure the efficient processing of business. Support the advice team in the preparation of documentation for meetings and suitability reports. Handle complex cases such as SIPP/SSAS, drawdown, and offshore bond administration. Office Management Manage office infrastructure, resources, and suppliers (e.g. insurance, systems). Assign work to the administration team and monitor task progress. Maintain company records, and assist with HR administration. Coordinate onboarding and training of new staff and upskilling of team members. Process Improvement Assist in the development and documentation of business processes. Identify opportunities for continuous improvement across systems and workflows. We are ideally seeking someone with 3-5 years experience working within Financial Services Administration, ideally within an IFA / Financial Advisory environment. It would be to your advantage if you have performed a team leading or managerial role in the past. Strong understanding of Pension products, including SIPP SAAS and retirement planning, and working knowledge of the Intelliflow Office (IO) including workflow management and document / report creation. You will be a great listener and communicator. What We Offer Opportunity to play a key leadership role in a growing firm. Supportive and collaborative team environment. Competitive salary package with potential for progression. Ongoing professional development opportunities.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Aug 21, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 20/07/2025 Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30k - £38k Reference: Beckenham1 We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). This will be an office based position. Key Responsibilities: - Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate - Issuing letter of authorities (LOAs) to providers - Chasing financial institutions to provide requested information - Telephone liaison with Administration Centres and Paraplanners - Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc - Creating and updating client records and our databases with financial and personal data - Maintaining and accurately updating the CRM - using it to effectively manage the business workflow - Deciphering policy information and inputting into the company CRM - On boarding new clients to our company CRM - Preparing client files for review meetings - Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things - Completing illustrations and applications for new business - Processing New Business and chasing through to completion - Processing Application forms - Complete an audit at the end of each case to make sure that all documents are where they are supposed to be - Manage the compliance requirements of the business - Ensure new business and client files are fully compliant - Maintaining accurate computer records - Managing company compliance records - Managing the new SJP meeting review process - Managing business pipeline - Learning to write basic Suitability Letters - Assisting with marketing administration - Other adhoc duties Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework Experience and Qualifications: - Previous experience within a Financial Planning role - Must have a can do attitude - Must be flexible and adaptable - Exceptional attention to detail is paramount - Excellent communication skills - Excellent written English, numerate and analytical - Strong organisational skills - Ability to use own initiative and Multi task - Able to work additional hours when required If you would be interested in applying for this opportunity then please submit a copy of your CV to If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Aug 19, 2025
Full time
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 20/07/2025 Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30k - £38k Reference: Beckenham1 We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). This will be an office based position. Key Responsibilities: - Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate - Issuing letter of authorities (LOAs) to providers - Chasing financial institutions to provide requested information - Telephone liaison with Administration Centres and Paraplanners - Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc - Creating and updating client records and our databases with financial and personal data - Maintaining and accurately updating the CRM - using it to effectively manage the business workflow - Deciphering policy information and inputting into the company CRM - On boarding new clients to our company CRM - Preparing client files for review meetings - Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things - Completing illustrations and applications for new business - Processing New Business and chasing through to completion - Processing Application forms - Complete an audit at the end of each case to make sure that all documents are where they are supposed to be - Manage the compliance requirements of the business - Ensure new business and client files are fully compliant - Maintaining accurate computer records - Managing company compliance records - Managing the new SJP meeting review process - Managing business pipeline - Learning to write basic Suitability Letters - Assisting with marketing administration - Other adhoc duties Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework Experience and Qualifications: - Previous experience within a Financial Planning role - Must have a can do attitude - Must be flexible and adaptable - Exceptional attention to detail is paramount - Excellent communication skills - Excellent written English, numerate and analytical - Strong organisational skills - Ability to use own initiative and Multi task - Able to work additional hours when required If you would be interested in applying for this opportunity then please submit a copy of your CV to If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 07/06/2024 Type of Position: Senior IFA Administrator - London Pay: £35k - £45k Senior IFA Administrator - London Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. You will be working alongside the Client Services team leader in assisting with the smooth running of the firm, managing client data and submitting new business. Responsibilities: Prepare review meeting files Submit new business and process trades Assisting FPAs with new business document preparation Accurate and timely input of data into main database and other software Ensure client fees and commission are set up and maintained correctly in the main database to support accurate monthly remuneration statements Weekly income reconciliation together with running month end in the database to be overseen by Operations Manager Provide support to Operations Manager gathering client MI and carrying out organisational projects Manage the firms review meeting schedule Assist with the gathering of information from providers of policies/investments and inputting onto relevant front sheets, using the checklist provided. Ensure tasks in the main database are updated and any client interactions are recorded using tasks and purpose-built workflows. Maintaining client files, inputting, and updating data into systems, in accordance with GDPR guidelines. Ensure all client communications and documents are scanned in the virtual cabinet in a timely manner. General office duties include answering phones/intercom, filling, scanning, and photocopying. Adhoc administration tasks on behalf of Financial Planners and FPAs. Act as a cover for other Administration team members when out of the office (annual leave, sick leave, lunch breaks etc). Assist the Marketing Team with formatting and uploading news/blog material to the website. Comply with compliance and T&C procedures Any other tasks necessary to ensure the smooth running of all client-related processes Any other tasks reasonably requested by your employer Experience: Preferably at least 4 years experience as a Financial Administrator Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools Experience of working in a small to medium sized financial services environment Excellent organisational skills, flexible and proactive approach to getting the job done Strong interpersonal skills, both written and verbal communication If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Aug 16, 2025
Full time
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 07/06/2024 Type of Position: Senior IFA Administrator - London Pay: £35k - £45k Senior IFA Administrator - London Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. You will be working alongside the Client Services team leader in assisting with the smooth running of the firm, managing client data and submitting new business. Responsibilities: Prepare review meeting files Submit new business and process trades Assisting FPAs with new business document preparation Accurate and timely input of data into main database and other software Ensure client fees and commission are set up and maintained correctly in the main database to support accurate monthly remuneration statements Weekly income reconciliation together with running month end in the database to be overseen by Operations Manager Provide support to Operations Manager gathering client MI and carrying out organisational projects Manage the firms review meeting schedule Assist with the gathering of information from providers of policies/investments and inputting onto relevant front sheets, using the checklist provided. Ensure tasks in the main database are updated and any client interactions are recorded using tasks and purpose-built workflows. Maintaining client files, inputting, and updating data into systems, in accordance with GDPR guidelines. Ensure all client communications and documents are scanned in the virtual cabinet in a timely manner. General office duties include answering phones/intercom, filling, scanning, and photocopying. Adhoc administration tasks on behalf of Financial Planners and FPAs. Act as a cover for other Administration team members when out of the office (annual leave, sick leave, lunch breaks etc). Assist the Marketing Team with formatting and uploading news/blog material to the website. Comply with compliance and T&C procedures Any other tasks necessary to ensure the smooth running of all client-related processes Any other tasks reasonably requested by your employer Experience: Preferably at least 4 years experience as a Financial Administrator Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools Experience of working in a small to medium sized financial services environment Excellent organisational skills, flexible and proactive approach to getting the job done Strong interpersonal skills, both written and verbal communication If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Jul 09, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Job ID: Amazon Spain Services, S.L.U. Join Amazon Business as a Senior UX Designer for our Business Prime team, where you'll shape how millions of business customers experience our premium benefits and features. We're looking for a strategic designer who can tackle the unique challenges of enterprise procurement while maintaining Amazon's customer-obsessed approach. You'll lead end-to-end design projects that serve organizations from small businesses to Fortune 500 companies, creating intuitive experiences that scale globally. The ideal candidate brings 5+ years of UX/product design experience and a proven track record of shipping complex B2B solutions. You'll partner closely with Product, Engineering, Marketing, and Research teams to identify customer pain points, craft user flows, and develop scalable design systems. Your role extends beyond pixel-perfect execution you'll present to senior stakeholders and make data-driven decisions that impact millions of business customers. Key job responsibilities • Create user-centered designs by understanding business requirements, voice of the customer, user journeys, customer feedback, and usability findings. • Iteratively create user flows, wireframes, prototypes, high fidelity mockups and detailed UI and visual design specifications • Collaborate with Product and Engineering teams, as well as business stakeholders and executive leadership • Utilize and adhere to branding guidelines and design standardization across all of the team's products • Incorporate customer feedback, technical constraints, data insights, and usability findings into design • Develop and maintain detailed information architecture and design specifications • Perform metrics analysis post-launch to inform design/UX optimization efforts • Be resourceful and creative to overcome obstacles and turn challenges into opportunities If you are interested in joining our team, please send us your resume and portfolio both in English. Here are a couple of things that we'd like to see in your portfolio: • Short project descriptions • Wireframes/mockups/sketches, anything that helps us understand your process • Examples of the prototypes/research work/ usability • Examples research work/ usability • Final design artifacts A day in the life Create wireframes and prototypes for new CX and updated features Partner with Product Manager on strategic initiatives Participate in design critiques and provide feedback Present design solutions to senior leadership Refine high-fidelity designs and document decisions Balance multiple projects at different stages Advocate for customer needs in product decisions Review analytics, customer feedback, and customer research Join regular syncs with engineering and product teams This role requires flexibility to switch between hands-on design work and strategic planning while maintaining a focus on customer experience. About the team Our mission is to take the work out of procurement, simplifying the experience for both buyers and company administrators. We also believe that UX is the glue that helps create a consistent end-to-end experience for our customers. BASIC QUALIFICATIONS - Experience in delivering design solutions for projects of large scope and complexity - Have an online portfolio or samples of work on resume, demonstrating experience creating great end-to-end, user-centered design solutions and patterns, across desktop and mobile devices - Experience working with stakeholders to plan and execute programs that are strategic in nature - Knowledge of best practices for information architecture and design PREFERRED QUALIFICATIONS - Experience acquiring user data (e.g., conducting usability studies, performing user research) and creating personas and journey maps - Experience designing customer facing retail products Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Jul 09, 2025
Full time
Job ID: Amazon Spain Services, S.L.U. Join Amazon Business as a Senior UX Designer for our Business Prime team, where you'll shape how millions of business customers experience our premium benefits and features. We're looking for a strategic designer who can tackle the unique challenges of enterprise procurement while maintaining Amazon's customer-obsessed approach. You'll lead end-to-end design projects that serve organizations from small businesses to Fortune 500 companies, creating intuitive experiences that scale globally. The ideal candidate brings 5+ years of UX/product design experience and a proven track record of shipping complex B2B solutions. You'll partner closely with Product, Engineering, Marketing, and Research teams to identify customer pain points, craft user flows, and develop scalable design systems. Your role extends beyond pixel-perfect execution you'll present to senior stakeholders and make data-driven decisions that impact millions of business customers. Key job responsibilities • Create user-centered designs by understanding business requirements, voice of the customer, user journeys, customer feedback, and usability findings. • Iteratively create user flows, wireframes, prototypes, high fidelity mockups and detailed UI and visual design specifications • Collaborate with Product and Engineering teams, as well as business stakeholders and executive leadership • Utilize and adhere to branding guidelines and design standardization across all of the team's products • Incorporate customer feedback, technical constraints, data insights, and usability findings into design • Develop and maintain detailed information architecture and design specifications • Perform metrics analysis post-launch to inform design/UX optimization efforts • Be resourceful and creative to overcome obstacles and turn challenges into opportunities If you are interested in joining our team, please send us your resume and portfolio both in English. Here are a couple of things that we'd like to see in your portfolio: • Short project descriptions • Wireframes/mockups/sketches, anything that helps us understand your process • Examples of the prototypes/research work/ usability • Examples research work/ usability • Final design artifacts A day in the life Create wireframes and prototypes for new CX and updated features Partner with Product Manager on strategic initiatives Participate in design critiques and provide feedback Present design solutions to senior leadership Refine high-fidelity designs and document decisions Balance multiple projects at different stages Advocate for customer needs in product decisions Review analytics, customer feedback, and customer research Join regular syncs with engineering and product teams This role requires flexibility to switch between hands-on design work and strategic planning while maintaining a focus on customer experience. About the team Our mission is to take the work out of procurement, simplifying the experience for both buyers and company administrators. We also believe that UX is the glue that helps create a consistent end-to-end experience for our customers. BASIC QUALIFICATIONS - Experience in delivering design solutions for projects of large scope and complexity - Have an online portfolio or samples of work on resume, demonstrating experience creating great end-to-end, user-centered design solutions and patterns, across desktop and mobile devices - Experience working with stakeholders to plan and execute programs that are strategic in nature - Knowledge of best practices for information architecture and design PREFERRED QUALIFICATIONS - Experience acquiring user data (e.g., conducting usability studies, performing user research) and creating personas and journey maps - Experience designing customer facing retail products Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Customer Care Administrator (Senior) An opportunity to join AFH Wealth Management, one of the UK s leading independent financial advisory and wealth management firms. We are looking for individuals who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time permanent opportunity and in return, you will receive a competitive salary and range of benefits. Please apply today to register your interest in joining the team, to support AFH in dealing with complaints and breaches. As our Customer Care Administrator, you will typically: Support the investigation of client complaints, following the firm s standard complaints procedure and formulating client final responses. Assist breach investigations to determine whether breaches in the firm s processes have created any client detriment. Support the analysis of customer feedback processes, ensuring that sufficient intelligence is gathered to demonstrate achievement of positive consumer experience. Act upon and effectively deliver against client requests made under data protection legislation. Assist with any wider departmental function as required. As part of the role, you will also: Gain and maintain an understanding of the Firm s approach to customer service and the services offered. Gain and maintain a good level of knowledge of financial planning concepts. Support the collation of all MI connected to client outcomes and periodic reporting of this analysis to Risk Team, to support Consumer Duty deliverables. What we are looking for in our ideal Customer Care Administrator: Ideally, experience in an IFA environment, demonstrating quality communications of constructive feedback Willingness to work towards the Diploma in Financial Planning as a preferable qualification requirement A high standard of written and numerical skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Benefits and Perks at AFH Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Mar 10, 2025
Full time
Customer Care Administrator (Senior) An opportunity to join AFH Wealth Management, one of the UK s leading independent financial advisory and wealth management firms. We are looking for individuals who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time permanent opportunity and in return, you will receive a competitive salary and range of benefits. Please apply today to register your interest in joining the team, to support AFH in dealing with complaints and breaches. As our Customer Care Administrator, you will typically: Support the investigation of client complaints, following the firm s standard complaints procedure and formulating client final responses. Assist breach investigations to determine whether breaches in the firm s processes have created any client detriment. Support the analysis of customer feedback processes, ensuring that sufficient intelligence is gathered to demonstrate achievement of positive consumer experience. Act upon and effectively deliver against client requests made under data protection legislation. Assist with any wider departmental function as required. As part of the role, you will also: Gain and maintain an understanding of the Firm s approach to customer service and the services offered. Gain and maintain a good level of knowledge of financial planning concepts. Support the collation of all MI connected to client outcomes and periodic reporting of this analysis to Risk Team, to support Consumer Duty deliverables. What we are looking for in our ideal Customer Care Administrator: Ideally, experience in an IFA environment, demonstrating quality communications of constructive feedback Willingness to work towards the Diploma in Financial Planning as a preferable qualification requirement A high standard of written and numerical skills A high level of accuracy and attention to detail Aptitude in Microsoft Office Benefits and Perks at AFH Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Interested in working for one of the regions top wealth firms? You'll be joining an established team that provides high quality wealth and mortgage advice to their premier clients. Working within the wealth team you will be supporting their Financial Advisors in the provision of advice across Savings, Investments and Pensions. The company is continuing to expand its new business in flow whilst retaining a high percentage of their existing client base. This provides great opportunity for you to grow with the firm as well. Your position will involve: Submitting Letters of Authority Processing and submitting new business Preparing client information Liaising with clients in person, email and via the phone If you're currently working within an IFA or Wealth Practice and you would like to further your career by working with the best then this is a perfect opportunity for you.
Mar 10, 2025
Full time
Interested in working for one of the regions top wealth firms? You'll be joining an established team that provides high quality wealth and mortgage advice to their premier clients. Working within the wealth team you will be supporting their Financial Advisors in the provision of advice across Savings, Investments and Pensions. The company is continuing to expand its new business in flow whilst retaining a high percentage of their existing client base. This provides great opportunity for you to grow with the firm as well. Your position will involve: Submitting Letters of Authority Processing and submitting new business Preparing client information Liaising with clients in person, email and via the phone If you're currently working within an IFA or Wealth Practice and you would like to further your career by working with the best then this is a perfect opportunity for you.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Feb 21, 2025
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Feb 21, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Senior IFA Administrator role - leading Wealth practice My client is Wealth Management firm in Altrincham, looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office. You'll be supporting the Financial Planners, dealing with new business admin, client letters, client queries, suitability reports and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package of 26,000- 30.000 is on offer with this role with Pension/Insurance benefits, holiday entitlement & being supported with further progression/exams! Ideally you'll have 2 years experience within administration in an IFA/Financial Planning office, working through RO exams, have attention to detail and to be able to independently progress through your workload, would be key, within this opportunity. Click and apply ASAP, as a short list is being drawn up for interview!
Feb 19, 2025
Full time
Senior IFA Administrator role - leading Wealth practice My client is Wealth Management firm in Altrincham, looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office. You'll be supporting the Financial Planners, dealing with new business admin, client letters, client queries, suitability reports and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package of 26,000- 30.000 is on offer with this role with Pension/Insurance benefits, holiday entitlement & being supported with further progression/exams! Ideally you'll have 2 years experience within administration in an IFA/Financial Planning office, working through RO exams, have attention to detail and to be able to independently progress through your workload, would be key, within this opportunity. Click and apply ASAP, as a short list is being drawn up for interview!
Sewell Wallis are working with a Halifax firm of Accountants who are currently recruiting for a Senior Accountant to join their team. This is an excellent opportunity to join a forward thinking and progressive Practice who provide exceptional client service and career development. What will you be doing? Planning, preparing and reviewing accounts for a portfolio of clients including Sole Traders, Partnerships, and Limited companies Overseeing client bookkeeping Preparing corporation tax returns Dealing with client queries and advising on financial processes and accounting software What skills are we looking for? Ideally PQ/Qualified Accountant with proven expertise in managing client accounts Excellent communication and presentation skills Strong attention to detail Ability to meet tight deadlines Excellent communication and advisory skills What's on offer? On site parking Study support Competitive benefits package Ongoing development and progression opportunities For further details, please contact Emma Dugdale. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Feb 18, 2025
Full time
Sewell Wallis are working with a Halifax firm of Accountants who are currently recruiting for a Senior Accountant to join their team. This is an excellent opportunity to join a forward thinking and progressive Practice who provide exceptional client service and career development. What will you be doing? Planning, preparing and reviewing accounts for a portfolio of clients including Sole Traders, Partnerships, and Limited companies Overseeing client bookkeeping Preparing corporation tax returns Dealing with client queries and advising on financial processes and accounting software What skills are we looking for? Ideally PQ/Qualified Accountant with proven expertise in managing client accounts Excellent communication and presentation skills Strong attention to detail Ability to meet tight deadlines Excellent communication and advisory skills What's on offer? On site parking Study support Competitive benefits package Ongoing development and progression opportunities For further details, please contact Emma Dugdale. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Job Title: SC Cleared ServiceNow Senior Solution Architect Location : London (Hybrid) Salary/Rate : £700 Inside IR35 Start Date : 03/03/2025 Job Type : Contract Company Introduction We have an exciting opportunity available with one of our leading consultancy clients! They are currently looking for a skilled SC Cleared ServiceNow Senior Solution Architect to join their team for a contract position. Job Responsibilities/Objectives You will be responsible for providing thought leadership and technical guidance for platform and integration design, development standards, and technology strategy. You will also play a key role in mentoring and educating teams. Lead and mentor developers to ensure technical quality. Design, create, document, and communicate integration approaches for architecture components. Research and propose solution alternatives to address business needs. Educate clients and negotiate appropriate technical solutions. Ensure the highest quality in artifacts, configurations, and client interactions. Assist with scoping new opportunities and designing tools for efficiency. Act as the final escalation point for technical decision-making. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Computer Science, Computer Engineering, or IT (or equivalent experience). Vast experience with ServiceNow (Certified System Administrator and CIS-ITSM). Experience with two additional ServiceNow product lines (e.g., Orchestration, Discovery, SecOps). Knowledge of ITIL v3. Vast experience in general consulting, service management, and software development. Active SC Clearance Desirable Skills/Experience Although not essential, the following skills are desired by the client: Experience in Agile development environments. Knowledge of architectural design techniques. Proficiency in JavaScript, HTML/CSS, and Java. Experience with cloud technologies and predictive models. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Feb 17, 2025
Full time
Job Title: SC Cleared ServiceNow Senior Solution Architect Location : London (Hybrid) Salary/Rate : £700 Inside IR35 Start Date : 03/03/2025 Job Type : Contract Company Introduction We have an exciting opportunity available with one of our leading consultancy clients! They are currently looking for a skilled SC Cleared ServiceNow Senior Solution Architect to join their team for a contract position. Job Responsibilities/Objectives You will be responsible for providing thought leadership and technical guidance for platform and integration design, development standards, and technology strategy. You will also play a key role in mentoring and educating teams. Lead and mentor developers to ensure technical quality. Design, create, document, and communicate integration approaches for architecture components. Research and propose solution alternatives to address business needs. Educate clients and negotiate appropriate technical solutions. Ensure the highest quality in artifacts, configurations, and client interactions. Assist with scoping new opportunities and designing tools for efficiency. Act as the final escalation point for technical decision-making. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Computer Science, Computer Engineering, or IT (or equivalent experience). Vast experience with ServiceNow (Certified System Administrator and CIS-ITSM). Experience with two additional ServiceNow product lines (e.g., Orchestration, Discovery, SecOps). Knowledge of ITIL v3. Vast experience in general consulting, service management, and software development. Active SC Clearance Desirable Skills/Experience Although not essential, the following skills are desired by the client: Experience in Agile development environments. Knowledge of architectural design techniques. Proficiency in JavaScript, HTML/CSS, and Java. Experience with cloud technologies and predictive models. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Job Title: SC Cleared ServiceNow Senior Solution Architect Location : London (Hybrid) Salary/Rate : 700 Inside IR35 Start Date : 03/03/2025 Job Type : Contract Company Introduction We have an exciting opportunity available with one of our leading consultancy clients! They are currently looking for a skilled SC Cleared ServiceNow Senior Solution Architect to join their team for a contract position. Job Responsibilities/Objectives You will be responsible for providing thought leadership and technical guidance for platform and integration design, development standards, and technology strategy. You will also play a key role in mentoring and educating teams. Lead and mentor developers to ensure technical quality. Design, create, document, and communicate integration approaches for architecture components. Research and propose solution alternatives to address business needs. Educate clients and negotiate appropriate technical solutions. Ensure the highest quality in artifacts, configurations, and client interactions. Assist with scoping new opportunities and designing tools for efficiency. Act as the final escalation point for technical decision-making. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Computer Science, Computer Engineering, or IT (or equivalent experience). Vast experience with ServiceNow (Certified System Administrator and CIS-ITSM). Experience with two additional ServiceNow product lines (e.g., Orchestration, Discovery, SecOps). Knowledge of ITIL v3. Vast experience in general consulting, service management, and software development. Active SC Clearance Desirable Skills/Experience Although not essential, the following skills are desired by the client: Experience in Agile development environments. Knowledge of architectural design techniques. Proficiency in JavaScript, HTML/CSS, and Java. Experience with cloud technologies and predictive models. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Feb 14, 2025
Contractor
Job Title: SC Cleared ServiceNow Senior Solution Architect Location : London (Hybrid) Salary/Rate : 700 Inside IR35 Start Date : 03/03/2025 Job Type : Contract Company Introduction We have an exciting opportunity available with one of our leading consultancy clients! They are currently looking for a skilled SC Cleared ServiceNow Senior Solution Architect to join their team for a contract position. Job Responsibilities/Objectives You will be responsible for providing thought leadership and technical guidance for platform and integration design, development standards, and technology strategy. You will also play a key role in mentoring and educating teams. Lead and mentor developers to ensure technical quality. Design, create, document, and communicate integration approaches for architecture components. Research and propose solution alternatives to address business needs. Educate clients and negotiate appropriate technical solutions. Ensure the highest quality in artifacts, configurations, and client interactions. Assist with scoping new opportunities and designing tools for efficiency. Act as the final escalation point for technical decision-making. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Computer Science, Computer Engineering, or IT (or equivalent experience). Vast experience with ServiceNow (Certified System Administrator and CIS-ITSM). Experience with two additional ServiceNow product lines (e.g., Orchestration, Discovery, SecOps). Knowledge of ITIL v3. Vast experience in general consulting, service management, and software development. Active SC Clearance Desirable Skills/Experience Although not essential, the following skills are desired by the client: Experience in Agile development environments. Knowledge of architectural design techniques. Proficiency in JavaScript, HTML/CSS, and Java. Experience with cloud technologies and predictive models. If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Senior Project Consultant Do you have a background in the pensions industry and are you looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon are recruiting Consultants to join our market leading Project Consultancy team, which is part of our broader UK Retirement consulting business supporting clients through projects. What the role will look like Common responsibilities within our Project Consultancy team include: Building strong relationships with clients, their administrators and other advisors, other stakeholders and teams within Aon. Developing client action plans and ensuring timely and efficient project management of across multiple specialist teams within Aon. Understanding the details of plans and consulting with clients to identify risks and mitigation options. Producing and delivering clear and accurate internal and client correspondence, reports and presentations. Attending client meetings to deliver project updates and consult on all aspects of ongoing projects. Using knowledge of pension practices to help design and implement efficient processes including taking ownership to improve any standard processes in place. You can choose to be based in any of the following UK offices: Birmingham, Bristol, Epsom, Farnborough, Glasgow, Leeds, London, Manchester or St. Albans, with a mix of home and office working. We will offer you a competitive total rewards package, offer you with comprehensive study support for professional exams, provide structured training and the potential to advance within a growing worldwide organisation. We're also happy to talk flexible working - if you need to flex your working pattern, Aon offers flexible and agile working policies, including part-time opportunities, and we're happy to discuss options with you upon application. How this opportunity is different Aon is a recognised market leader on Risk Settlement, GMP Equalisation, Member Options and Pensions Dashboards. The Project Consultancy team will allow you to support clients in one of these specialist areas providing you with the opportunity to become an expert in a thriving area of the industry and develop long lasting and transferable skills. You will have the opportunity to deal with clients each day delivering our Project Management offering or you can focus on delivering internal project management support working with the vast specialist teams at Aon - whichever best suits you. Delivering projects is becoming increasingly important to clients and we'll provide you with comprehensive support and training to allow you to broaden your skillset and carry out the role. Skills and experience that will lead to success We are hiring for roles where individuals may have previous experience in project management, actuarial pension consultancy, insurance in pensions, pensions administration or working as an IFA. Key skills will include: Relevant industry knowledge and preferably some previous consulting knowledge. Good understanding of defined benefit pensions. Good knowledge of Aon's products, people and tools or a willingness to learn. Ability to deliver effective client service to multiple clients within agreed financial and time budgets. Experience or a track record in: Relationship management; and/or Project management; and/or Technical analysis. You may be part or fully qualified in a relevant Professional qualification (e.g. APMI, FIA, PRINCE2 etc.) although this is not a requirement. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
Feb 10, 2025
Full time
Senior Project Consultant Do you have a background in the pensions industry and are you looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon are recruiting Consultants to join our market leading Project Consultancy team, which is part of our broader UK Retirement consulting business supporting clients through projects. What the role will look like Common responsibilities within our Project Consultancy team include: Building strong relationships with clients, their administrators and other advisors, other stakeholders and teams within Aon. Developing client action plans and ensuring timely and efficient project management of across multiple specialist teams within Aon. Understanding the details of plans and consulting with clients to identify risks and mitigation options. Producing and delivering clear and accurate internal and client correspondence, reports and presentations. Attending client meetings to deliver project updates and consult on all aspects of ongoing projects. Using knowledge of pension practices to help design and implement efficient processes including taking ownership to improve any standard processes in place. You can choose to be based in any of the following UK offices: Birmingham, Bristol, Epsom, Farnborough, Glasgow, Leeds, London, Manchester or St. Albans, with a mix of home and office working. We will offer you a competitive total rewards package, offer you with comprehensive study support for professional exams, provide structured training and the potential to advance within a growing worldwide organisation. We're also happy to talk flexible working - if you need to flex your working pattern, Aon offers flexible and agile working policies, including part-time opportunities, and we're happy to discuss options with you upon application. How this opportunity is different Aon is a recognised market leader on Risk Settlement, GMP Equalisation, Member Options and Pensions Dashboards. The Project Consultancy team will allow you to support clients in one of these specialist areas providing you with the opportunity to become an expert in a thriving area of the industry and develop long lasting and transferable skills. You will have the opportunity to deal with clients each day delivering our Project Management offering or you can focus on delivering internal project management support working with the vast specialist teams at Aon - whichever best suits you. Delivering projects is becoming increasingly important to clients and we'll provide you with comprehensive support and training to allow you to broaden your skillset and carry out the role. Skills and experience that will lead to success We are hiring for roles where individuals may have previous experience in project management, actuarial pension consultancy, insurance in pensions, pensions administration or working as an IFA. Key skills will include: Relevant industry knowledge and preferably some previous consulting knowledge. Good understanding of defined benefit pensions. Good knowledge of Aon's products, people and tools or a willingness to learn. Ability to deliver effective client service to multiple clients within agreed financial and time budgets. Experience or a track record in: Relationship management; and/or Project management; and/or Technical analysis. You may be part or fully qualified in a relevant Professional qualification (e.g. APMI, FIA, PRINCE2 etc.) although this is not a requirement. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
