Current Vacancies

Senior Administrator (Financial Services)
Location: Wellington
Salary Indicator: £18,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners, established since 1988. The candidate will be experienced in Financial Services, with a strong administration background.

Duties and Responsibilities:

Processing client authority letters and obtaining detailed policy information
Confirming client appointments by letter & enclosing relevant compliance documents
Preparing meeting packs for client meetings
In support of the department, making sure work is achieved to the correct timescales
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 2 year s
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients face to face and on the telephone

Financial Planning Administrator
Location: Staverton
Salary: £16,000 - £19,000

This is an excellent opportunity to join the Administration side of the Financial Department of a top 40 Accounting Practice, reporting to the Consultant and Partner

Duties and Responsibilities:

To complete the new business process.
To check application forms and cheque/payment method
To be aware and monitor the complliance process
To complete new business and other appropriate registers
Filing as required using the Company's Standard Document Management System
To record and chase applications
To contact clients in order to chase further information
To check all policy documentation is satisfactory before issuing to client.
To obtain illustrations/quotes from the providers
To contact insurance companies as required to obtain required illustrations
To use CTP/Exchange for certain products in order to produce illustrations and obtain documentation (i.e. application forms, key features)
To go online under various websites to produce illustrations
To ensure that illustrations received are accurate.
Continued client servicing
Working on behalf of the Consultant, making calls and booking appointments.
Preparing all paperwork for meetings with clients
Making sure all ongoing correspondance is sent to clients
Deal with fund switches, surrenders and indexation on policies where appropriate and as requested
Amending all records including change of address, or death of a client
Photocopying and filing and any general admin tasks

Skills & Qualifications:

At least 3 years experience in a Financial Environment is essential
Working towards CFP qualification is desirable.
An excellent knowledge of Compliance
An enthusiastic and positive attitude and ability to use own initiative.
Able to multi task
Accurate, methodical and a keen eye for detail is essential.
Working knowledge of the Microsoft Office Suite.
Good Typing Skills essential.

Paraplanner
Location: Yeovil
Salary Indicator: £23,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning
Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Senior Pensions Administrator
Location: Gloucestershire
Salary Indicator: £23,000 - £26,000

This is an excellent chance to work alongside a Partner in a successful and established Chartered Financial Planners. The candidate will be an experienced Financial Services Administrator with a strong pensions background, able to produce reports and undertake pensions analysis.

Duties and Responsibilities:

Offering pensions advice to support the Partner
In support of the department, making sure work is achieved to the correct timescales
Processing client authority letters and obtaining detailed policy information
Updating and maintain client personal and policy information
Be proactive in developing new ideas and advice
Dealing with client and product provider queries
Where appropriate helping others to develop their skillset
Desire tio achieve continuing Professional Development

Skills:
CF 1-5 or equivalent
Advanced Pensions qualification such as G60 or J05 / J04
Knowledge of SIPPs, SSASs, GPPs
Experience of working in an administration environment for at least 3 years
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients face to face and on the telephone

Senior Administrator (Financial Services)
Location: Yeovil
Salary Indicator: £18,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.

Duties and Responsibilities:

Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Senior Administrator (Financial Services)
Location: Yeovil
Salary Indicator: £18,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.

Duties and Responsibilities:

Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Job Description
Administrator - Financial Services
Salary: £12,000 - £18,000
Location: Yeovil

This is a brilliant opportunity to join a leading firm who are seeking a proactive, self motivated individual to help with the ongoing growth of their Financial Service business, through the provision of a quality, bespoke service to our clients.

Duties and Responsibilities:

You will provide administration support to their consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Adviser Office), and processing new business applications.
Confirming client appointments by letter & enclosing relevant compliance documents
Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

Working towards the Certificate in Financial Planning (CFP) is an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Duties & Responsibilities

Senior Administrator (Financial Services)
Location: Yeovil
Salary Indicator: £18,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.

Duties and Responsibilities:

Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Administrator (Financial Services)
Location: Melksham
Salary Indicator: £16,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.

Duties and Responsibilities:

Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records