Current Vacancies

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. 

IFA Administrator

Part time   21 hours per week across 3 days

Nottingham (our ref AL871)

Remuneration - £12.50 per hour

My client is an established Independent Financial Advisory company, offering clients the full range of wealth management and specialist retirement advice.  They have an exciting new opportunity for an individual who has previous experience working within an IFA environment to join their small team based centrally in Nottingham.

The role involves providing a full administration service to 2 IFAs, to include:

New business processing, and chasing through to completion

Managing and updating tasks on back-office system

Chasing fees

Processing Letters of authority

Chasing providers for outstanding information

Answering the telephone

Dealing with incoming post

Scanning and saving documents to back-office system

Client and Provider liaison

Client research and preparation for adviser meetings with clients

The ideal person for the role:

IFA administration experience 

Experience of using industry back-office systems, ideally Intelligent Office

Experience of using Platforms/Wraps

Knowledge of Pensions and Investments

Basic compliance knowledge and understanding of what makes a compliant file

Excellent organisational and prioritising skills

Excellent written and spoken communication skills

Good computer literacy and typing skills

Comfortable following prescribed processes

Able to work alone using own initiative

Industry qualifications will be an advantage, but are not essential

If this role is of interest, 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.

IFA Administrator / Client Account Manager (ref AL868)

Leicestershire

Competitive Salary + benefits including parking

My client is an IFA with a reputation for quality and professionalism.  They are now looking to appoint an experienced Client Account Manager to provide a first class administrative service to their Independent Financial Advisers.

The Role

• Preparatory work for Client meetings
• Attending clients meetings where needed and taking of meeting notes.
• Coordinating of action points from meetings and completing work required.
• Dealing with client telephone calls.
• Managing client expectations and building client relations.
• Research, preparation and collation of information in relation to advice being given to clients.
• Drafting of suitability letters/reports where required.
• Liaising with insurance companies on client queries. 
• Requesting illustrations required in respect of new and existing business
• Processing of new business to completion and in line with our Administration and compliance procedures.
• Ensure any administration work completed is compliant and completed within the admin and compliance procedures.
• Preparation and completion of drawdown reviews for SIPP clients.
• Managing of Tasks and annual review dates.
• Updating client records and ensuring that the electronic folders and paper files are in good order and in line with our procedures.
• Responsibility for ensuring that the information in the Fees & Commission Spreadsheets are correct.

The Person

• Ability to manage time and workload
• Knowledge of Wealth Management and industry products and services
• Problem solving and analytical skills
• Knowledge of back office systems (ideally Advisor Office/Outlook/Excel etc)
• Outstanding customer service and relationship building skills
• Attention to detail and accuracy
• Ability to use initiative and be self-motivated
• Ability to work effectively as part of a team including providing support and guidance to other team members
• Ability to communicate effectively at all levels
• Ideally Fully or working towards  DipPFS with a minimum of 5 years industry experience, however applications are welcomed from individuals with less in the way of qualifications who can demonstrate relevant hands on experience.

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

Mortgage Advisor

Mansfield, Nottinghamshire (our Ref AL867)

Basic Salary to c£30,000 + benefits and quarterly incentive

My client is a global wealth management company and they have an exciting opportunity for a CeMAP qualified individual to join their mortgage advising team.

All leads / enquiries will be provided and will be of quality from the company’s existing client bank and from new enquiries generated by marketing activities.

The role is office based and you will provide your advice to clients over the phone and through digital media.

The qualities we are looking for are of course, proven past experience in mortgage advising, excellent communication skills along with self motivation, a desire to provide outstanding client service and a desire to achieve.

If this role if of interest please apply with an up to date CV to Angela Liscombe at North Oak Recruitment.  Please note, in order to be considered for this role, you must be CeMAP qualified.

Trainee Mortgage Advisor

Mansfield, Nottinghamshire (our Ref AL866)

Basic Salary to £25,000 + benefits and quarterly incentive

My client is a global wealth management company and they have an exciting opportunity for a CeMAP qualified individual to join their mortgage advising team.

They are ideally looking for an individual who is already CeMAP qualified although may not yet have hands on experience of mortgage advising.

All leads / enquiries will be provided and will be of quality from the company's existing client bank and from new enquiries generated by marketing activities.

The role is office based and you will provide your advice to clients over the phone and through digital media.

The qualities we are looking for are of course, excellent communication skills along with self motivation, a desire to provide outstanding client service and a desire to achieve.

Excellent prospects for career development exist, and so if this role if of interest please apply with an up to date CV to Angela Liscombe at North Oak Recruitment. 

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.

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

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.

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 SENIOR 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
• Ability to manage own workload, and workload of others, when required.

Our Award-winning client is looking for a female Financial Planner to join their team. Primarily the role will be involved with the ongoing development of their hugely popular "Wealth for Women" brand, although will also deal with other clients within the organisation.

Purpose of the role

To competently provide holistic independent financial advice to female clients within the Wealth for Women division of the company, an exciting initiative which has proved very popular hence the need to add another female adviser to the team.

Responsibilities

• Identify and contact potential clients. Gather sufficient client information and identify client needs.
• Analyse information gathered and undertake sufficient research to make suitable recommendations.
• Fully engage in helping to develop the brand further.
• Complete all supporting documentation in an accurate manner.
• Attain and maintain competent status as defined by the Regulator and the firm.
• Keep up-to-date with new product, technical or legislative changes within the marketplace.
• Comply the Compliance and Training and Competence Procedures of the firm.

The Person

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
• Checking Fact Finds are fully completed
• Inputting Fact Find details into Client Database
• Preparing & sending off authority letters
• Inputting policy details of existing plans once received from providers
• Scanning all documents/emails provided by Planner into Client Database
• Checking all Anti Money Laundering information is current and relevant checks have taken place
• Checking Fact Find/Client Agreement/Letter Of Engagement is signed and dated
• Obtaining illustrations, application forms, Key Feature Documents and other relevant supporting documentation
• Submitting new business to provider or submitting applications on line
• Tracking new business and current position, updating Planner/Para planner accordingly
• Ensuring all new business has been checked and been signed off
• Ad hoc valuations
• Trades - placing, chasing and updating
• Preparing review packs
• Updating cashflow models in preparation for review meetings
• Telephones, Meet & Greet

Qualifications: CII qualifications preferred

Skills, Knowledge and Behaviours:

• 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
• Excellent team player
• Proficient in IT skills
• High level of word processing and spread-sheet knowledge

Personal Skills

• Good planning and effective organisational skills
• Computer literacy
• Honesty and integrity
• Methodological approach to work