Current Vacancies

Mortgage and Protection Adviser

Bromsgrove (Our Ref AL945)

Salary: Basic salary c£25,000 with realistic first year earnings c£40,000 + benefits

Our client is an Independent Mortgage Broker with an exciting new opportunity for a CeMAP qualified and experienced Mortgage Adviser to join their Bromsgrove based team. Predominantly an office based role, with occasional visits to locally based clients.

Main responsibilities of the Mortgage Adviser role:

·        Identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment

·        Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering), taking account of the regulatory and legislative environment

·        Working in a team with the Administrators and professional support staff, ensuring client needs and circumstances are executed in a timely manner and following process standards

·        On an on-going basis, identify and develop new opportunities with existing clients to ensure that all their needs are met, along with spotting opportunities for any client referrals to other areas of the business

·        Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and on-going training

Experience:

·        Demonstrable success in delivering quality client service

·        Experience in working within a mortgage advice environment, preferably whole of market/over the phone

·        5+ years experience as an adviser is preferable

·        Experience using mortgage, protection and GI research and sourcing software

Qualifications:

·        CeMap and preferably working towards Advanced CeMap and Lifetime mortgage qualification CII CF7 or equivalent.

Skills, Knowledge and Behaviours:

·        Honesty and integrity

·        Sound technical advising knowledge to current legislative, industry, products and corporate standards

·        Excellent communication skills both written and verbal

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Office Administrator

Market Harborough (Our ref AL944)

Salary c£18,000 + benefits

My client is a prestigious Wealth Management Company based in Market Harborough, and they have an exciting new vacancy for an experienced Office Administrator to join their team.

Providing first class administrative support alongside Paraplanners and Financial Planners, your role will involve:

·        General office duties, including arranging meetings, office supplies, meeting and greeting clients, dealing with incoming and outgoing post and answering the telephones

·        New Client Administration, to include creating new client packs, checking fact finds fully are completed and inputting fact find details onto the Client Database

·        Client documentation and diary entries, including scanning all documents/emails provided by Financial Planners onto Client Database and adding activity entries/workflows    

·        Compliance to include checking all Anti Money Laundering information is current and relevant checks have taken place and also checking Fact Find/Client Agreements are signed and dated

·        Client Servicing, including change of addresses, maintaining scanning records and preparing review packs

·        Preparing for Client Reviews which involves send letters, valuations and relevant documentation to the clients and ensuring Financial Planning figures are sent to clients for update and revision in preparation for the next meeting

Office Administrator - Qualifications, Skills and Experience required:

·        Office administration experience is essential, ideally a minimum of 1 year

·        Excellent planning and organisational skills with a methodical approach to work

·        Ability to work in a high-pressure environment and to adapt to changing situations

·        Excellent client facing and communication skills at all levels

·        Excellent telephone manner

·        Excellent team player

·        Proficient IT skills with a high level of word processing and spread-sheet knowledge

·        Honesty and integrity    

If the role of Office Administrator is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Senior Financial Services Administrator

West Bridgford (Our Ref AL942)

Salary to £26,000 pa + generous benefits inc. annual bonus, pension, DIS

Our client, a prestigious IFA in West Bridgford, has an exciting new opportunity for an experienced IFA Administrator to join their team of highly motivated individuals and provide business support to a Senior Director.

Responsibilities

·        To compile advanced suitability reports from structured templates

·        Preparing research, agendas and paperwork for client review meetings

·        Being responsible for following process and procedures for both yourself and the Director

·        To act as a liaison point for clients and providers

·        To maintain and update client information, preferably within Xplan and AWS Morningstar

·        To assist the Managing Director and Practice Manager with operational projects where requested

Personal Skills and qualities required

·        Organised

·        Pro-active and able to multi-task

·        Numerate with good analytical skills

·        Excellent standard of written & verbal communication

·        Professional and positive attitude

·        Strong interpersonal skills

Qualifications/knowledge/experience required

·        Good working knowledge of Microsoft Office & Outlook

·        Knowledge of XPLAN Software and AWS Morningstar would be an advantage

·        Have at least 5 years plus relevant experience, within a senior administrative role in Financial Services

·        Experience within financial report writing

·        Professional / CII qualifications are an advantage

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

IFA Administrator

Leicester (Our Ref AL940)

Salary to c£26,000 per annum plus benefits

Employing around 80 individuals across the UK, my client, an Independent Financial Advisory company, has an exciting new role for an experienced administrator to join their Leicestershire based team.

The Role

·        To prepare paperwork for client applications and ensure that it is correctly presented to the client

·        To submit all new business, whether by post or online, ensuring accuracy.

·        To deal with any follow on work such as investing monies, paying out pension benefits etc

·        Chasing all new business to completion and payment of fees

·        Entering all business and client contact onto the back office system, and ensuring this is maintained

·        Keeping the Financial Strategies team updated on cases

·        To obtain illustrations for new business, including pensions, drawdown, annuities and any other products as required

·        To prepare client valuations and any necessary paperwork for client reviews

·        To undertake cash flow analysis

·        To deal with general client queries as required.

·        To administer letters of authority

·        To be able to undertake pension transfer comparisons using O&M

·        To maintain a diary system for client reviews and other work

·        To keep member clients informed regularly, and to meet and manage client expectations

·        To liaise directly with clients to help ensure a high level of service at all times

·        To prepare key reports from Intelligent Office to assist senior management with monthly reporting to the Board of Directors

SKILLS

·        Demonstrate good communication skills and have experience of dealing with third party providers and clients in a professional and competent manner on the telephone, by email and post.

·        Experience of Intelligent Office or similar

·        Demonstrate excellent word / excel skills

·        Identify areas where changes to processes will create a better outcome for team members and our customers

·        To be able to work proactively, efficiently and effectively to deadlines and demonstrate good diary management

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Paraplanner

Nottingham (Our Ref AL939)

Salary to c£35,000 per annum + benefits

Our client is a very well established wealth management company and they now have an exciting new vacancy for an experienced Paraplanner to join their team.  You will be working closely within a team, and providing technical support to Wealth Planners who provide holistic financial planning to Mid - High Net Worth Private clients.

Main responsibilities of the role:

·        Technical research

·        Report writing and drafting advice letters

·        Keeping client affairs under review

·        Managing client expectations

·        Liaising with the relevant administration teams

The ideal Person:

·        Previous paraplanning experience within a wealth planning environment

·        IT literate with experience of industry software

·        CII qualified, ideally to Diploma Level 4

If this role is of interest, please apply in confidence or call Angela Liscombe at North Oak Recruitment for a confidential discussion. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

Wealth Management Administrator

Nottingham (our ref AL938)

Salary to £25,000 + benefits

My client is an established Banking and Wealth Management Organisation and they now have a requirement for an experienced administrator to join their team.

The ideal candidate will have previous experience in a similar role.

Main duties:

  - File preparation for a range of adviser meetings.

  - Entering information onto Intelliflo and the Companys back office system

  - Suitability report writing

  - Business processing

  - General administration including client contact.

This company has a track record of promoting administrators to paraplanning roles so this would suit somebody who wishes to develop their career further within the industry, although this is not a requirement.

If this role is of interest please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

Mortgage Administrator

Bromsgrove (Our Ref AL937)

Salary to £25,000 + benefits

My client is well established and now has an exciting new opportunity for an experienced Mortgage Administrator to join their team.

The Role:

Mortgage Application Processing

·        Dealing with providers, lenders and clients for case progression and case placement

·        Dealing with solicitors and conveyancers regarding exchange/completion dates

·        Managing review dates for existing clients

·        Ensure all necessary documentation is held within the clients file, meeting FCA rule and regulations

New Client input into Client Database

·        Update and maintain client details in Client Database

·        Check all Anti Money Laundering information is current

·        Ensure all disclosure documents are signed, dated and uploaded to database

·        Prepare & send-off authority letters and send to client for signature

·        Input details of existing mortgages and protection policies

Adviser/Client/Provider Requests

·        Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation

·        Prepare suitability reports for adviser to check and amend where necessary

New Business Submission

·        Submit new life/general business to provider & enter details of case into Client Database

·        Track new business and current position, updating Adviser accordingly

Skills, Knowledge, Qualifications and Behaviours:

 ·        Minimum of one year in a Mortgage Administration role

·        Familiarity with mortgage, protection and GI research and sourcing software

·        CeMAP qualified (or equivalent) - an advantage but not essential

·        Excellent understanding of the Mortgage application process

·        Excellent communication skills at all levels

·        Excellent telephonemanner

·        Excellent team player

·        Proficient in IT skills and knowledge of industry software preferable

·        High level of word processing and spread-sheet knowledge

Personal Skills

·        Good planning and effective organisational skills

·        Honesty and integrity with a methodological approach to work

If this role is of interest please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Client Relationship Manager  (Ref AL933)

South Leicestershire

Salary £23,000 to c£30,000 + benefits and bonus

My client is a forward thinking IFA based in Leicestershire and they are looking to appoint a Client Relationship Manager to join an existing team.

This is a key administrative role within the company which also involves developing and nurturing long lasting client relationships.

Day to day, your role will involve carrying out all pre and post meeting administration, for both corporate and private clients.  This will involve adhering to strict company and FCA guidelines, and working to tight deadlines.  You will also have the opportunity to be involved in client meetings, and so in addition to your time management skills, systematic and forward thinking approach, you will be professional, confident and credible.

Knowledge Required

A background within wealth management, ideally in an IFA environment

Part or fully industry qualified

A good understanding of life, investment and pension products for both Corporate and Private clients

Working knowledge of Industry IT systems

Report writing skills

Experience of fund switching

Knowledge of Compliance requirements

Personal Attributes

Self motivated

Ability to work within a pressured environment and to tight deadlines

Keen to self develop

Able to work within a team

Ambitious

This is a fantastic opportunity for an individual who has a good solid grounding within the financial services industry and who would like to take their career to the next level.  If you would like to apply then please send an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.  

We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing info@northoakrec.co.uk.  Full Privacy Notice can be found on our website