SIPP Team Lead

Salary to c£32,000 pa (negotiable) + benefits

Leicester City Centre (our Ref AL965)

A number of exciting opportunities have arisen with a very long established and well respected Pensions Company, who are opening a new operation in Leicester City Centre.

Role overview

We are looking for a Pensions Team Lead to join our team.  This is a great opportunity for someone with strong pensions experience looking to progress further in their career. You will be working within a friendly environment in modern City Centre 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.  

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

Skills and experience 

·        At least 3 years pensions experience

·        At least 6 months management or team lead experience

·        Strong Administrative skills

·        Ability to identify and process data

·        Customer focused

·        Drive to continually improve your knowledge and skillset

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.

SIPP Administrator

Salary to £25,000 pa (negotiable) + benefits

Leicester City Centre (our Ref AL964)

A number of exciting opportunities have arisen with a very long established and well respected Pensions Company, who are opening a new operation in Leicester City Centre.

Role overview
We are  looking for a Pensions Administrator to join their team, this is a great opportunity for someone with some pensions experience looking to progress further in their career. You will be working within a friendly environment in modern City Centre 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. 
 
As a Pensions Administrator you will be dealing with the administration of the pension schemes (SIPPs).  You will be responsible for managing and processing all aspects of the pension and dealing 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 to Team Leader

 
Skills and experience

• At least 1 year pensions experience
• Strong Administrative skills
• Ability to identify and process data
• Customer focused
• Drive to continually improve your knowledge and skillset

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.

Product Specialist    Pensions IT

Nuneaton, Warwickshire (Our Ref AL960)

Salary range £26,000 to £32,000 pa depending on experience plus generous benefits

An exciting new opportunity has 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

·       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, 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.

Pension Scheme Secretary

Nottingham (our ref AL961)

Salary c£40,000 - £50,000 + benefits

My client is a leading professional pension trusteeship and governance firm. They provide a broad range of experience and in-depth expertise to meet client needs across the full spectrum of pension trusteeship and governance services and now have an exciting new opportunity for an experienced Pension Scheme Secretary to join their team.

The role and the person:

·        Self-starter, able to work unsupervised and occasionally remotely

·        Will be client facing, required to attend client scheme meetings (i.e. meetings of trustees) usually at client locations throughout the UK

·        Work on a varied portfolio of client schemes, large and small

·        Possess a good working knowledge of pensions law and practice for all types of occupational pension schemes DB, DC and Hybrid schemes

·        Able to use of all types of online communication tools including managing data in on-line portals (i.e. Board Pack/Effects)

·        Responsible for arranging trustee meetings, drafting agendas, meeting notes and minutes, maintaining and follow up of action logs

·        Liaise with professional advisers e.g. actuaries, lawyers

·        Act as point of contact for trustees and advisers

·        Possess project management skills

·        Work in small existing secretarial team of 3 people

·        Minimum 5 years experience required

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.

Practice Manager  Wealth Management

Near Coventry (Our Ref AL959)

Salary to £35,000 pa + benefits inc generous holiday and pension scheme

My client is a successful and highly reputable IFA Practice located in Coventry, providing holistic advice across Investments, Retirement, Protection and Inheritance Tax Planning to wealthy private clients largely from an entrepreneurial background and the medical profession across the UK. They have embarked on an ambitious 10 year plan for rapid expansion of both our client base and back office staff team which has given rise to an exciting new opportunity.

The Opportunity

They are actively seeking to recruit a skilled individual to carry out the Practice Manager role within a fast-paced business. The role will involve supporting a successful and very busy Director/IFA and carrying out all the usual duties of running a busy office and supporting the Advisor. The brief includes managing what is currently a small but expanding team, all the internal services, processes and procedures, ensuring client satisfaction remains very high and the client base and business grows. This role also has some responsibility for Accounting Control and Marketing, to facilitate further growth.

Practice Manager - Duties

·        Reviewing existing procedures and maintaining the delivery of business administration and its systems

·        Ensuring that the business activities are processed and tracked via the companys back office/CRM system

·        Managing staff including performance and service delivery

·        Assisting in arranging and co-ordinating key marketing events throughout the year 

Practice Manager - Candidate Requirements

·        Have experience managing a back office/CRM System (Experience with Intelligent Office would be an advantage)

·        Being able to take instruction, prioritise and delegate in a fast-paced environment

·        Be a resourceful individual and a fast learner

·        Must have experience of managing a team and running a Financial Services Practice

·        Strong management, organisational and communication skills

·        The candidate must have an excellent telephone manner, be a self-starter, is expected to have a high level of independence and responsibility as well as being involved in a wide range of client-related work

·        A positive and hardworking approach and a proven ability to deliver

·        Some financial planning knowledge/qualifications is advantageous (further enhancement to any existing knowledge/qualifications will be supported)

·        Positive attitude and can-do mindset

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

Warwick (ref AL957)

Competitive salary + benefits

12 month maternity contract, starting January 2020

My client is a well known, National IFA and Employee Benefits company and they have an opportunity for an IFA Administrator to join their team on a 12 month maternity contract.

As an Administrator within the Private Clients division, you will be working closely with a small team of IFAs, who provide holistic wealth management advice.  You will be responsible for providing efficient and effective administrative support, processing new business submissions, liaising with Paraplanners and IFAs to assist with the advice process and the creation of suitability reports as well as providing timely and accurate valuations.

The Ideal Person

You will have previous experience of working in a similar role (ideally in an IFA environment). Naturally, you will have excellent verbal and written communications skills, combined with a flair for problem solving and of course, excellent planning and organisation skills.

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 Administrator

Bromsgrove (Our Ref AL956)

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 FCAs 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 and 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 and general business to provider and enter details of case into Client Database

·        Track new business and current position, updating Adviser accordingly

Skills, Knowledge, Qualifications and Behaviours:

Primary

·        Minimum of one year in a Mortgage Administration role

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

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

·        Excellent understanding of the Mortgage application process

·        Excellent communication skills at all levels

·        Excellent telephonemanner

·        Excellent team player

·        Proficient in IT skills, knowledge of industry software preferable

·        High level of word processing and spreadsheet 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.

Financial Services / IFA Administrator

Leamington Spa (ref AL954)

£18,000 - £25000 + benefits

An established and growing IFA in Leamington Spa has an exciting new vacancy for an experienced IFA/Financial Services Administrator to join their team and to provide both clerical and administrative support to the Advisors and Paraplanners.

 The Role

§  To deal with telephone / email enquiries.

§  Create and maintain filing systems / client files.

§  Arrange meetings / book appointments.

§  Update and maintain the firm’s records / registers, and diary system as required.

§  Requesting quotes / comparisons as requested by advisers

§  Retrieving policy information from providers via phone or websites.

§  Submitting new business. 

§  Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained

§  Compiling invoices.

§  Liaising with product providers as and when necessary.

§  Assisting advisers to provide all required information to paraplanner to create suitability report.

§  Assisting advisers to provide all required information for client meetings.

§  To attend meetings as and when required.

§  Create financial reports using spreadsheets.

§  General office duties including filing, shredding, photocopying and binding

Skills and knowledge

• Good written and oral communication skills.
• Good report writing skills.
• Good methodical and organisational skills.
• Computer literacy and good typing skills.
• A minimum GCSE grade for Maths and English of C or above
• Accurate with good attention to detail.
• Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
• Basic knowledge of the financial services sector.
• Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites.

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 

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.

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.