Current Vacancies

Paraplanner

Nottinghamshire (ref AL895)

Salary to circa £35,000

Our client is a leading global provider of independent financial advice providing holistic wealth management advice to a wide range of high net worth clients.

Due to continued growth, they are looking to recruit a Paraplanner to join an existing team, in a modern office environment, within walking distance of the train station, and with easy access to the M1. 

The role

Working within a team of paraplanners you will support wealth managers to provide high quality financial advice to clients.  You will use various pieces of software to assist with your analysis.

Key Responsibilities and Outputs

The job will include the following on a day to day basis.  This does not form the full scope of the role, which will be varied and will expand as your experience of working with the companys clients grows.

·        Researching and analysing a clients financial situation;

·        Understanding financial priorities, including a review of clients desire for long term financial security;

·        Obtaining investment valuations;

·        Writing financial planning review and suitability reports for client meetings;

·        Implementing investments fund instructions;

·        Liaising with financial institutions;

·        Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;

Key Characteristics sought

·        Diploma Qualified

·        Strong analytical and research skills;

·        Strong report writing and numerical skills;

·        High level of attention to detail;

·        Motivated and organised;

·        An aptitude to learn;

·        A passion for providing exceptional client service;

·        An interest in the Financial Services Sector.

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe of North Oak Recruitment.  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.

IFA Administrator  (ref AL893)

Nottingham

to £24,000 + benefits

My client is a well regarded IFA in Nottingham, and they are now looking to appoint an experienced Client Servicing Administrator.  Applicants will support the IFA team in respect of business administration.

Main duties will include:

·        Processing & managing new business applications

·        Obtaining illustrations and valuations

·        Inputting information onto client database

·        Preparing client reports / correspondence

·        Dealing with client queries by phone / in writing

·        Organising & preparing client reviews 

·        Produce portfolio valuations

·        Prepare suitability reports

·        Ensure all work is completed in line with compliance guidelines

To be considered for this role, you will have experience working in an administration capacity within an IFA practice, Ideally, you will hold CII qualifications but if you can demonstrate excellent knowledge and experience then it is not a necessity. You must be competent answering the telephone and professional at all times with a high degree of organisation and accuracy, including excellent numeric and literacy skills. 

If you have the required skills and experience then please apply with an up to date CV to Angela Liscombe at North Oak Recruitment or call 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.

Paraplanner

Nottingham (Ref AL891)

Salary £32,000 - £39,000 + benefits

My client is a very well-regarded boutique style IFA in Nottingham, dealing with high net worth clients.  They now have an exciting new vacancy for a Paraplanner to join their team and support the IFAs.

The role:

• To provide technical and research support to clients
• To provide technical support to the advisory team
• To produce accurate and comprehensive financial planning reports
• To produce cashflow analysis
• Ensure all dealings with clients are carried out in a professional, prompt, accurate and courteous manner.
• Ensure all supporting documentation is maintained according to current procedures

In addition:

• To maintain an understanding and awareness of relevant rules and processes
• To maintain and build on relevant technical knowledge
• Build deep and meaningful relationships with client
• Always be mindful of ways to improve the client experience and internal processes
• Polite, pro-active, excellent manner, relational, attention to detail, team player;
• Excellent organisational and planning skills with ability to prioritise workload and work to deadlines;
• Competent user of MS Office applications

The Person:

You will have the personal attributes necessary to fulfil the role and its requirements above and will also hold your Diploma in Financial Planning or be well on your way to completing this.  Previous paraplanning experience is a pre-requisite.

If this role is of interest, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a 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.

Financial Services Administrator

Loughborough (our Ref AL883)

Salary to c£25,000 per annum + benefits

My client is a long established and forward-thinking IFA practice, and is part of a wider group which also encompasses legal and accountancy services.

They have an exciting new opportunity for a self-motivated individual to join their administration team, providing support to the Financial Advisers and Paraplanners within the organisation.

You will look after your own client bank and day to day will be involved with:

·        Handling enquiries

·        Valuations and quotations

·        Processing new business

·        Client reports

·        Pension transfers

·        Investments

·        Processing money laundering reports

·        Ensuring all paperwork is compliant

·        Scheduling meetings

The ideal candidate will have:

Working knowledge of using MS Office to a high and competent level within the office environment, especially MS Word, Excel and Outlook.

Working knowledge of principals and regulations as set out by the Financial Conduct Authority

Previous Financial industry experience.

Experience working in a busy administrative environment.

Achieved or working towards the Award in Financial Administration FA1 and FA2 or Certificate in Financial Planning (i.e. CF1 UK Financial Services, regulation and ethics) or similar via The Chartered Insurance Institute (CII).

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe, North Oak Recruitment.  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.

Paraplanner

Nottingham (our ref AL879)

Salary to c£30,000 + benefits

My client is a prestigious Investments and Wealth Management organisation in Nottingham and now has an exciting opportunity for an enthusiastic and motivated individual to work within their Paraplanning team.

The role will involve working closely with the team of IFAs to deliver compliant financial advice to clients of the firm. This may involve conducting research, establishing client requirements, writing recommendation reports and managing the review service. In addition, the successful candidate will be willing to assist in all functions of the department, which may include administration, preparation of paperwork, customer queries and client facing tasks.

The successful candidate will have previous experience working as a Paraplanner in a professional environment and will be either qualified to or working towards CII level 4. Detailed knowledge of both corporate and private clients is required. You will be a team player, meticulous in your method of working and have excellent attention to detail whilst enjoying researching and analysing information. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.

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. Our full Privacy Notice can be found on our website.

Senior Wealth Management Administrator

Nottingham (our Ref AL873)

Salary £19,000 to £29,000 depending on experience plus benefits

My client is a successful Wealth Management Organisation based in prestigious offices in Nottingham dealing with Investments, Pensions and Mortgages.  Due to continued growth, they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their team.

The role will be varied and will include:

·        Maintaining effective diary system to ensure clients are offered review meetings at the appropriate time.

·        Contacting clients to book review meetings

·        Preparing meeting packs for Advisers including valuations and all other relevant documents

·        Ensuring that client meeting notes are recorded on the system

·        Constructing appropriate post meeting letters for issue to clients

·        Meeting and Greeting Advisers clients when meetings are held onsite.

·        Updating online systems

·        Sending off any Letters of Authority bought back from client meetings 

·        Processing change of address requests, updating systems and notifying the administration centres.

·        Updating systems and administration departments of any Death notifications following the Death Process.

·        Making adviser aware of documentation received in relation to their clients and providing general support as required.

·        Acting as a point of contact for clients and deal with routine issues/queries.

·        Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.

·        Stationery stocks to be maintained ensuring all documentation is current

·        Completion of Confirmation Withdrawal and Rebalance Letters and Confirmation Fund Switch Letters

·        Submission of New Business

·        Preparation of  Sign Up meeting packs for Advisers

If this role is of interest and you have previously worked with a wealth management environment, then 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. Our full Privacy Notice can be found on our website.

Senior Product Support Specialist

Pensions IT - SIPP & SSAS

Nuneaton, Warwickshire (Our Ref AL872)

Salary to £32,000 pa

Exciting new opportunities have arisen within this expanding and forward thinking specialist IT System Support provider for the pensions industry.  Working within a team of dedicated and ambitious individuals, your role will involve:

·      Providing excellent customer service to system users.

·      Answering technical queries

·      Acting on client feedback and forwarding on requests to the Development Team

·      Managing the expectations of users

·      Arranging system upgrades with users

·      Carry out client upgrades and induction training for new clients, both on and off site

·      Update internal systems post upgrade

·        Addition of user licenses & modules upon request

·        Testing new & existing system functionality

·        Documenting processes and testing results

·        Providing feedback to Product and Development team on product quality to ensure that applications are fit for purpose

·        Preparing data for testing

·        Collaborate on creation of test plans

·        Remote training (webinars & e-learning)

·        Preparing data for training

·        Preparing documentation for training

·        Updating training records

·        Remote demonstration sessions

·        Mentoring Apprentice Product Specialist

What you will need:

·        Knowledge of the pensions industry, ideally SSAS and SIPP

·        Confidence in dealing with specialist industry IT systems

·        Excellent customer service skills

·        Outstanding communication skills

·        A desire for continuous personal development

·        The ability to work accurately whilst meeting deadlines

If this role is of interest and you have worked within pensions, financial services and / or the IT industry, then please apply with 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 us. Our full Privacy Notice can be found on our website. 

My client is an established Wealth Management Organisation and due to internal promotion, 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 Company's 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. Equally, it would suit a career administrator.

My client is an established and well regarded Pensions company based in Nottingham and part of a wider Group. Due to continued growth they are now looking to appoint an experienced administrator to join their Small Self-Administered Scheme department. The successful candidate will either have SSAS or SIPP Administration experience.

KEY PURPOSE OF THE ROLE

• To ensure that all SSAS business is processed accurately, efficiently and in a compliant manner.
• Provide Technical Pension Support to clients and professionals alike, specifically in respect of matters relating to property and employer-related investments.
• Providing administrative support to the business, and where reasonably required, other companies within the Group.
• To act as an effective point of contact for clients and fellow professionals, thereby leading to prompt and efficient processing of all business and general enquiries.
• Collaborating with Line Manager on matters relating to internal best practice to achieve effective client outcome.

THE IDEAL PENSION ADMINISTRATOR

Technical

• Effective written and report writing skills
• Working knowledge of relevant Regulatory Procedures
• Broad technical knowledge applicable to Pension, SSAS(s)
• Maintaining awareness of Regulatory and Legislative changes, and subsequent effect(s) upon SSAS(s)

Personal

• Effective communicator, well-mannered and professional
• Team Player
• Ability to work unsupervised
• Good judgement ability to use own initiative when dealing with complex matters.
• Effective time management, planning and organisational skills

Processing

• Effective Pension Administration skills and the ability to follow detailed procedures
• Effective Pension Business Processing skills
• Effective Keyboard and IT skills
• Ability to apply pension knowledge to deal with technical queries