Current Vacancies

Purchase Ledger / Administrator

Market Harborough (Our Ref AL953)

Salary £18,000 - £22,000 per annum

My client is a prestigious organisation providing specialist services in and around London and they are now looking for a Purchase Ledger / Administrator to fill this key role within their head office in Market Harborough.  The main responsibilities of the role are:

Administration Support to include:

·        Answering the telephone

·        Handling incoming and outgoing post

·        Filing

·        Typing letters

Purchase Ledger, to include:

·        Entering purchase invoices using Sage Construct.

·        Reconciling statements and liaising with suppliers.

·        Credit Control

·        General Office duties to include helping with maintaining a clean office and environment.

·        Support to the Directors of the company and the Accounts Manager in day to day running of the office.

Other duties to include:

·        Archiving data

·        Liaising with IT support when necessary

·        Office mobile support

·        General typing.

·        Creating new jobs files

·        Keeping Sage database up to date

·        Hotel bookings

·        Keep a log of Quotations and Tenders

The Ideal Person:

Essential

• Previous administration experience
• Purchase Ledger / credit control experience

 Desirable

• Previous experience within the construction industry
• Experience dealing with a large volume of invoices

The benefits:

Full Time Position  9am-5pm Monday to Friday with 1 hour lunch

Full driving license preferable

Holiday 20 days + standard bank holidays

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.

Financial Services Administrator

Leicester (our Ref AL952)

Salary to c£21,000 per annum + benefits inc generous non contributory pension scheme along with career development

My client is an award-winning Wealth Management company based on the outskirts of Leicester City Centre and they have an exciting new opportunity for an individual who has already worked as an Administrator in the industry, to join their team.

The purpose of the role is to provide comprehensive administrative support to the Directors and Paraplanners and will be varied and interesting.

Day to Day responsibilities for the Financial Services Administrator

·        Scan and diarise post

·        Maintain up to date client files and data

·        Prepare standard letters for clients and providers via telephone, post and e-mail

·        Manage the administration workflow

·        Receive and implement requests from directors and paraplanners

·        Register and utilise appropriate extranets/websites and other forms of e-business

·        Obtain illustrations, valuations and other information, etc.

·        Update fund holdings and unit prices on the IRESS Adviser Office Back Office System & external website.

·        Process and track applications

·        Diary management for client reviews and director meetings

·        Update and prepare client files for annual reviews, etc.

·        Liaise with clients and providers

·        Undertake appropriate professional development and training.

·        Making tea and coffee, etc. as part of the team and for clients as necessary

Skills, knowledge and experience

·        Minimum grade C GCSE Maths and minimum grade C GCSE English Language or equivalent

·        Interpersonal, teamworking and communicating with clients remotely

·        Experience of IRESS Adviser Office desirable

·        Proactive, willing to continue to develop, enthusiastic

·        Highly organised, methodical, disciplined, meticulous

·        Able to prioritise

·        Computer literate(Word, Excel, back office)

·        Excellent keyboard skills

·        Excellent telephone manner

·        Financial Services experience required

If this role is of interest, please apply with your 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.

Administration Assistant – Investments Team

Nottingham City Centre  (Our Ref AL951)

Salary to c£25,000 including generous benefits and 25 days holiday per annum

My client is a successful Wealth Management and Investments organisation within a legal practice, and they are now looking for an experienced Financial Services Administrator to join the team at their Nottingham office.

Working with Independent Financial Advisers, Paraplanners and other Administrators you will be determined and self-motivated and comfortable working under pressure towards tight deadlines.  Responsibilities will include, but not limited to, the following:

• Handling sensitive client data between different IT systems including Intelliflo
• Managing Adviser diaries and dealing with general client administration
• Managing group pension data
• Processing mail merges for bulk reporting processes and communications to clients therefore a good understanding of Windows including Word and Excel is essential.
• The role will also involve dealing with third party providers and communicating with the firm’s clients consequently the ability to communicate with confidence is paramount.
• Processing administrative changes to client portfolios so a prior knowledge of platforms and WRAP products is ideal, although further training can be provided.

The successful candidate will have an eye for detail and a good understanding of Financial Services products.  You will be highly organised and an effective researcher.

Ideally, you will also have prior knowledge of research tools for example FE Analytics, Dynamic Planner, DMS, Cash Calc, Avelo Exchange giving you the ability to produce quotes and research for client meetings and data management.  Whilst this would be ideal it is not essential as further training can be provided.

This is a rewarding role in a forward thinking and progressive company for the right individual who is committed to making personal progress.

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.

Wealth Management Administrator

Nottingham Our Ref AL950

Salary to £25,000 per annum dep on experience, inc benefits

My client is a growing wealth management organisation in Nottingham and they now have an opportunity for an individual to join their administration team.

Providing support to a team of Financial Advisers, you will be involved in:

·        Submitting new business

·        Updating client details on systems

·        Dealing with clients on the phone and face to face when they visit the office

·        Preparing paperwork for Advisors to take on client meetings

·        Diary management

·        Stationary management and stock control

Attributes

·        Professional and warm telephone manner.

·        Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship.

·        Team player.

·        Product and market knowledge would be desirable

Personal Administrator  Wealth Management

Leicestershire (our ref AL949)

Salary £17,000 - £25,000 depending on experience inc benefits

My client is a long established IFA organisation, with a pedigree lasting over 40 years.  They now have an exciting new opportunity for an individual to join their administrative support team, providing valuable support to the financial advisors.

Responsibilities

§  To prepare paper based and computer based files for new and existing clients and to maintain all client files in a compliant and tidy manner. 

§  To ensure that advisors have completed necessary documentation i.e. Fact Finds, Client Agreements, Service Agreements, Anti Money Laundering Verification Documentation to ensure that files remain complaint prior to recommendations being made and any transactions being processed.

§  To gather sufficient information i.e. information on existing plans/arrangements, provide relevant information for proposed new plans/arrangements to enable advisor to review client needs

§  To prepare client valuations as and when required to enable advisor to review client needs.

§  To ensure that all necessary plan/arrangement information and necessary forms, illustrations/ quotations are available prior to a report request being made by the advisor.

§  To assist in the completion of appropriate forms as necessary to enable new business to be processed or enable changes to existing contracts on behalf of advisors/clients as and when required.

§  To structure letters to providers, clients etc. to obtain information or enable any transactions to be processed using appropriate standard letters as provided.

§  To ensure that transactions/requests are completed in a timely manner as outside influences dictate and prioritise workload accordingly.

§  To answer telephone calls and to cover reception when required.

§  To frank post as necessary ready for collection.

§  We encourage everyone to work as part of a team, thus ensuring all tasks are shared equally and dealt with efficiently.

Skills and knowledge

§  Computer literate, including a working knowledge of Microsoft Office (Word, Excel etc.).

§  Knowledge of IO software and Platforms (preferred but not essential as training will be given)

§  Detailed knowledge of administrative and advisory processes to satisfy RDR, TCF requirements and FCA regulation.

§  No necessary qualifications required although Certificate in Financial Planning would be advantageous.

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.

Wealth Management Administrator 

Nottingham (our ref AL947)

Salary to £25,000 + benefits

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

The ideal candidate will have previous experience in a similar role within either the IFA or Wealth Management arena.

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 and should you wish to remain an as Administrator and perfect your art then this is totally acceptable!

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.

IFA Administrator

West Bridgford (Our Ref AL946)

Full time role

Salary between £22,000 and £26,000

My client is a very well established and well regarded IFA based in West Bridgford, and they now have an exciting new opportunity for an experienced IFA Administrator to join their existing team.

Role will include:

Working in a team to assist the Advisers in the business

Dealing with HNW Client queries

Preparing paperwork for client meetings

Processing and following up on new business

Dealing with daily incoming and outgoing post

Logging of new business and keeping all tasks updated on Intelligent Office

The Person:

Ideally a minimum 3-5 years’ experience working for HNW IFA/Financial Planning Company

Preferred Experience in using Intelligent Office

Candidates must be professional, have exceptional attention to detail and a strong work ethic

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.

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.