Current Vacancies

Pension Administrator

Bristol (Our Ref AL1013)

Salary to c£22,000 + benefits

My client is a leading Specialist Pension Provider, and due to further growth, they are now looking for a number of experienced Pension Administrators to join their Bristol based team.

Role Profile

As a Pensions Administrator you will be dealing with the administration of the pension schemes. You will be responsible for processing all aspects of pensions and will be liaising directly with clients and advisers.

Pension Administration

·        Administration of pension schemes, dealing directly with clients and advisors.

·        Receiving instructions and ensuring that any activity is accurately completed.

·        Proactively identifying risk within the department and escalating concerns to your Team Leader.

·        Liaising with pension scheme members, advisers and accountants.

·        Arranging pension transfers by sending and vetting pension forms, using Origo or the Microsoft Office suite to communicate with clients.

·        Processing death claims, pension contributions, transfers in and out, benefit requests, and other administrative tasks.

·        Updating records accurately to ensure all chargeable time is logged.

·        Ensuring all administrative tasks are completed to a high standard.

Customer Service

·        Building and maintaining good relationships with clients and advisers.

·        Informing clients and financial intermediaries of specific matters or issues affecting their schemes, especially current or potential problems.

·        Ensuring that client deadlines, key performance indicators, service standards and regulatory reporting requirements are met.

·        Responding  to calls and emails from clients in a timely and effective manner.

·        Treating clients fairly and maintaining the highest level of compliance.

Person Specification

·        Previous pensions experience is desirable, however prior experience working in an administrative capacity in an office environment is also beneficial.

·        Previous experience of working to SLAs or within a KPI driven environment.

·        Proven track record of delivering a high calibre of customer service.

·        Ability to identify and process data.

·         Strong administrative and organisational abilities.

·        An understanding of Origo is beneficial.

·        Strong IT skills,  able to effectively use the Companys current IT suite, as well as Microsoft Office and Excel.

·        An understanding of pension benefits is desirable for this role.

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Senior SSAS Pension Administrator  (AL1012)

Leicestershire (with option of home working)

Salary is attractive and commensurate with experience + benefits

My client is a boutique style SSAS Administrator and due to continued growth they are looking to appoint a Senior SSAS Administrator to join their team.

The position includes the provision of a wide range of administration services for a large portfolio of SSAS schemes. All aspects of SSAS administration will be dealt with, including the setting-up of new arrangements and the transfer in of existing ones.  You will have your own portfolio of clients to look after and so the ability to build and maintain professional and trusted relationships is essential.

In addition to a high level of SSAS knowledge & experience, GCSE or equivalent at Grade C (or equivalent) or above (including Maths and English Language) is required. Industry qualifications are also preferred.

Excellent communication skills are paramount and you will also display good attention to detail and the ability to work under pressure to tight timescales.

Salary will be very competitive and commensurate with experience with an attractive benefits package.   Flexibility in terms of office or home based working is available.  Should you choose to work from home, then you will be provided with the necessary equipment to set up your home office.

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Paraplanner

Loughborough (Our ref AL1011)

Salary £30,000 - £37,000 + benefits, depending on experience and qualifications

Working from Home is an option

We have an exciting opportunity for a Paraplanner to join our clients growing Team. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.

You will proactively engage with clients, to obtain or clarify information that is needed to be able to provide the best possible advice and to answer client queries of a factual or technical nature.

Main Responsibilities

·        To understand the financial planning requirements of clients, to produce effective and compliant financial planning recommendations and to maintain the strategies over the lifetime of the clients service agreement.

·        Carry out technical research as part of the existing arrangement review process.

·        Maintain up to date technical knowledge of financial products, financial planning strategies, services, regulatory requirements and codes of practice appropriate to the company.

·        Develop and maintain effective relationships with clients and colleagues

Skills

·        Technically astute and have clarity of full Financial Planning Areas, to be able to produce high quality output in line with FCA requirements

·        The ability to analyse information effectively, to be organised, thorough and accurate

·        To be able to source and obtain reliable, current & effective information about the legal and regulatory requirements and codes of practice that affect your work

·        Communicate effectively with Clients, Planners and other Team members and to articulate complex information effectively

·        Willingness to share opinions and views with team members and debate and discuss alternative views to arrive at a common wisdom

·        Problem solving ability

Requirements

·        Level 4 Qualified in Financial Planning or above (consideration may be given to an individual who is very close to completing their Level 4

·        Previously worked as a Paraplanner working in a busy team environment, delivering to tight timescales, ideally in an IFA environment

·        Have excellent Microsoft and Excel skills and experience of building long term cashflows.

What is in it for you

You  will enjoy a host of benefits including flexible working, funding and support for personal professional development, discounts on our services, increased employer pension contributions, inclusion in group death in service and permanent health insurance schemes and more, such as

·        33 days holiday including bank holidays increasing at 3 and 5 years 

·        Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year.

·        Pension Auto-Enrolment with NEST with contributions of 9%

·        Employee Assistance Program, including 24hr confidential support service.

·        Offices in Loughborough, with flexible working and homeworking options

·        A chance to join a friendly and supportive team

·         

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Independent Financial Adviser (employed)

Leicestershire (AL1007)

£30,000 - £45,000 pa + car allowance and OTE

My client is an established IFA and they are currently expanding their team of Advisers.

The Company pride themselves in offering clear, honest, no nonsense financial solutions to clients, helping them to achieve their financial ambitions.  They cover all areas of Wealth Management including Retirement Planning, Long Term Care, Estate Planning, Investments & Savings, Mortgages and Protection.

The Role:

•           Prospect and contact potential clients

•           Ensure sufficient client information is obtained and analyse the information gathered

•           Where applicable, provide information as specified by the company to the Paraplanning  Department

•           Undertake sufficient product and market research

•           Ensure suitable recommendations are made

•           Ensure all supporting documentation is maintained

The Person:

·                    Experienced Financial Adviser

·                    Qualified to CII Diploma Level 4

·                    Excellent communication skills

·                    Professional demeanour

·                    Client bank preferred although not necessarily essential

·                    Excellent business development and networking skills

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Pensions Team Lead

Salary £28,000 - £31,000 (negotiable) + excellent benefits

Bristol  (our Ref AL1009)

My client is an award winning Pension Provider and they now have 2 new vacancies for experienced Pension Team Leaders to join them.  This is a great opportunity for individuals with strong pensions experience looking to progress further in their career. You will be working within a friendly environment in modern offices and will be provided with full support and encouragement to achieve your career goals.

You will be positive, professional and experienced and must be able to work on your own initiative to produce quality work on a timely basis. In addition, you should help to build an improved service offering in the department by contributing your time and expertise to the team.  

Role overview

As a Team Lead you will be dealing with the administration of the pension schemes along with delegating work to your other administrators.  You will be responsible for managing and processing all aspects of the pension and deal directly with clients and advisers.

Key responsibilities

·        Receiving instructions and ensuring that any task activity is accurately completed

·        Building and maintaining good relationships with clients and advisers

·        Informing clients and financial intermediaries of specific matters or issues affecting their schemes, especially actual or potential problems

·        Ensuring that client deadlines, all internally agreed key performance indicators, service standards and regulatory reporting requirements are met.

·        Proactively identifies risk within the department and escalates concerns appropriately

Technical Skills

·        Strong IT skills - able to effectively use the Companys current IT suite

·        Strong Excel skills, with exposure to other pension systems such as Origo

·        High level of communication skills at any level

Skills and experience

• Pensions experience is essential
• Previous management or team lead experience
• Strong Administrative skills
• Customer focused
• Drive to continually improve your knowledge and skillset
• Support all administrators on your team
• Has a can do/positive attitude

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Financial Services Administrator

Leicestershire (our ref AL1006)

Salary £22,000 to £24,375 plus benefits

My client is a very well established, forward thinking IFA, who are currently expanding their team.  They are looking for an individual who has administration experience from the Wealth Management Industry, to provide administrative support to the Advisers and Paraplanners.

The company offer excellent support and career development opportunities for the future.

The Role:

·        Process new business

·        Open post, scan and distribute

·        Client interaction: greet, make appointments, answer telephones, answer queries etc.

·        Making appointment packs

·        Valuations

·        Photocopying and Letter writing

·        General administrative duties

·        Keep up to date with all relevant product, legislative and technical changes, as required

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Financial Services   IFA Administrator

Market Harborough, South Leicestershire

Salary £20,000 to £26,000 depending on experience + benefits (our ref AL1008)

My client is an award winning IFA, dealing with both Private and Corporate clients and due to continued growth, they are now looking to appoint a further financial services administrator.

The main function of the role is to ensure that all administration for life, pensions and investments submitted business is effectively managed to completion, and that the financial advisers are provided with a first class administrative support service.

Key Accountabilities

•             Creating new client packs

•             Check Fact Find fully completed and input details into client database

•             Prepare & process authority letters

•             Ensure relevant documents are uploaded

•             Add Activity entries / workflows       

•             Ad hoc valuations

•             Trades : placing, chasing and updating

•             Change of address

•             Maintaining scanning records

•             Preparing review pack                     

•             Perform relevant anti money laundering checks

•             Check compliance documentation is completed

•             Submit new business to provider or submit applications online

•             Use client database to track new business and current position, updating Planner accordingly

•             Telephones

•             Meet & Greet

Qualifications, skills and knowledge:

•             CII qualifications preferred

•             Minimum of one year in a Financial Services Administration role

•             Excellent understanding of the financial planning process

•             Excellent communication skills at all levels

•             Excellent telephone manner

•             Team player

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

•             Good planning and effective organisational skills with a methodical approach to work

•             Honesty and integrity

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Paraplanner

Leicester (Our Ref AL1005)

Salary to £35,000 + benefits

My client is a forward thinking Leicester based IFA and they now have a fabulous opportunity for an experienced Paraplanner to join their team.

Paraplanner Overview & Job Purpose

To provide detailed, accurate and relevant information to the Financial Advisers in relation to specific customer requirements, ensuring that they retains their  position of leadership in this area.

Main Duties & Responsibilities of the Paraplanner

-       To provide relevant, detailed advice to our Financial Advisers to ensure that our clients receive the best investment advice relative to their requirements.

-       To prepare suitability letters and provide technical support to complex client queries.

-      Undertake fund research and analysis.

-      Technical product research and solution provision.

-      Keeping up to date with legislative changes.

-      Other duties as an when required.

You will be working in a strong team-focused environment where you can develop your career within a growing firm.

Requirements

Proven experience as a Paraplanner – Ideally 2 years minimum

Proficient in MS Office, with working knowledge of CRM Platforms (e.g. Intelligent Office)

A customer-oriented attitude

Problem-solving aptitude

Positive and organised team player with excellent interpersonal skills

Analytical and Highly Numerate

Able to demonstrate a detailed understanding of the current investment marketplace

An effective communicator at all levels

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Administrator / Junior Client Relationship Manager

Leicestershire (Our Ref AL1004)

Salary to £20,000 pa + benefits

Overview & Job Purpose

To provide effective and speedy support to the IFAs to enable them to provide an exceptional service and accurate advice to our clients and to help achieve our objective to help more people in more places to live the life they want to live.

Main Duties & Responsibilities

·        Responsible for the ownership of the client relationship and acting as an additional and key point of contact for existing clients and as the key point of contact for new clients.

·        Ensuring that the IFAs have access to effective and high quality administrative support services to help to improve their efficiency and to enable them to spend more time generating revenue and new clients.

·        Ensuring that the business is compliant in all areas in relation to internal processes and workflows.

·        Providing a level of service and support that puts the companys clients best interests at the heart of everything they do.

·        To improve new and existing clients experience, by prompt response and taking actions to any queries and transactions clients may require.

Requirements

·        Proven experience as an Administrator within Financial Services.

·        Background in customer service and a customer-oriented attitude

·        Experience tracking relevant KPIs (e.g. customer satisfaction)

·        Proficient in MS Office, with working knowledge of CRM Platforms (e.g. Intelligent Office)

·        Excellent communication and negotiation skills

·        Problem-solving aptitude

·        Ability to work well with a team

·        Organisational Skills

·        Attention to detail and accuracy

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Administrator 

Wealth Management

Derbyshire (our ref AL1001)

Full time Monday to Friday

Salary £18,000 - £22,000 depending on experience

My client is an established Wealth Management organisation and they are looking for an administrator to join their existing team.

The role will involve:

Sending out letters of authority to investment and pension providers, then chasing and monitoring

Preparing trust paperwork

Updating client fact find forms  / data input

Preparing client review letters

Covering the reception desk for lunch cover and other times when the receptionist is unavailable

Being second port of call for answering incoming telephone calls

Helping clients with queries, arranging appointments etc

General administration including photocopying, scanning, filing, opening and distributing the post

The person we are looking for:

Exceptionally professionally presented

Excellent communication skills

Previous experience working in a professional office, ideally but not necessarily financial services

Professional, friendly and bubbly disposition

Literate, numerate and accurate

Able to work within a team and alone

IT literate

Able to work to deadlines

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website