Current Vacancies

• Account Manager

  consultant: Damien Kelland reference: DK-6556 Location: Salisbury, Wiltshire
  Salary: £16000 per Annum Contract: Permanent

  Account Manager
  Location: Salisbury
  Salary: £14,000 - £16,000
  
  This is an excellent chance for a person with the familiarity of Account Management to develop a career within a well respected corporation

  
  Duties and Responsibilities:
  

  Working as part of a small team, you will undertake varied pension administration tasks and represent the company in a professional manner
  You will be responsible for building and maintaining relationships with IFA's, Clients and other Third Parties and act as designated point of contact for a portfolio of IFA's
  You will be expected to take full ownership for managing work volumes and priorities and to produce work of the highest standards
  To be responsible for day to day processing of: New Business Applications; In specie Transfers; Contributions and transfer payments; Executing trade instructions; Establishing and maintaining Investment Manager Accounts; Income withdrawal calculations; Death, annuity and exits; Written, telephone and general enquiries
  Updating and maintaining IFA and Client details
  To provide exceptional customer service
  Working within the defined company policies and procedures as well as the Risk and Governance framework
  

  Skills and Qualifications:

  
  Excellent Customer Service skills
  Strong written and verbal communication skills
  Attention to detail
  Good numerical skills
  A team player and able to work independently using your initiative
  Good analytical and problem solving skills
  Excellent time management and the ability to work to deadlines
  Excellent knowledge of the SIPP market

  Add to Folderreference: DK-6556

• Account Manager

  consultant: James Rendell reference: JR-6507 Location: Salisbury, Wiltshire
  Salary: £18000 per Annum Contract: Permanent

  Account Executive(Pensions)
  Location: Wiltshire
  Salary: £16,000 - £18,000

  Brief Summary

  Our client is looking for professional Account Executives responsible for building and maintaining relationships with IFA's and clients. Here lies a challenging and exciting opportunity with one of the UK's largest Financial Services organisations within their Operations Department.

  Working within a small team, you will be responsible for undertaking a variety of pension administration tasks. You will become a point of contact for your own portfolio of IFA's and clients, whilst managing and priortising your work loads to produce work to the highest of standards.

  Key Responsibilities include:
  
  The processing of New Business Applications
  To process Contributions and transfer payments
  Establishing and maintaining Investment Manager Accounts
  Income withdrawal calculations
  Death, annuity and exits
  Dealing with written, telephone and general enquiries
  Updating and maintaining IFA and Client details
  To provide exceptional customer service
  Working within the defined company policies and procedures

  Experience required:

  Pensions and/or Investments knowledge
  Good analytical and problem solving skills
  A team player with the ability to work independently using your own initiative
  First class Customer Service skills
  Strong written and verbal communication skills
  Clear attention to detail with Good numerical skills
  Excellent time management and the ability to work to deadlines
  
  Benefits include:

  Pension Scheme
  23 days holiday (plus Bank Holidays)
  Private Health Care
  Childcare Vouchers
  Season Ticket Loan

  Add to Folderreference: JR-6507

• Administrator

  consultant: Damien Kelland reference: DK-6711 Location: Salisbury, Wiltshire
  Salary: £20000 per Annum Contract: Permanent

  Administrator
  Location: Salisbury
  Salary: £14,000 - £20,000
  
  This is an opportunity to join a national company working in the administration department of their Asset maintenance sector

  Duties and Responsibilities:

  Ensure all trades are settled in an accurate & timely manner and any potential issues preventing this from happening are escalated to the Team Leader or Department Manager
  Ensure all Corporate Actions and Dividend Payments are dealt with in an accurate & timely manner and any potential issues preventing this from happening are escalated to the Team Leader or Department Manager
  Accurate entry of data provided by Investment Houses and Stockbrokers
  Maintaining a high level of knowledge of the processes and procedures of the department and able to resolve any problems
  Deal with queries from internal and external contacts and communicate in a professional, friendly manner at all times aiming to exceed customers' expectations
  Maintain databases and paper records to ensure full audit trail exists at all times
  Ensure a high degree of accuracy is maintained in all work, aiming for 100%
  Work with senior team members as and when required including work on projects and process improvements
  Provide support to other team members, providing coaching where necessary, and checking the work produced to ensure it meets company standards

  Skills and Qualifications:
  
  Excellent customer service
  Previous administration experience preferred
  Team working skills as well as ability to work independently under own initiative
  Flexible approach to work and ability to multi-task and move between tasks within the department at short notice
  Communication skills including face to face, telephone and written communications
  Excellent interpersonal skills
  Previous experience in the delivery of training to others
  Ability to manage own workloads considering quality/quantity and achieve high levels of accuracy
  Ability to work within tight deadlines whilst maintaining accuracy on either complex or repetitive tasks
  Conscientious with an excellent attention to detail
  Good IT skills with knowledge of MS Word, Excel and Outlook
  An understanding of financial products or pensions to IAQ or equivalent standard would be an advantage

  Add to Folderreference: DK-6711

• Administrator

  consultant: Isabelle Madams reference: IM-6826 Location: Fareham, Hampshire
  Salary: £30000 per Annum Contract: Permanent

  Administrator (Part Time)
  Fareham
  £Negotiable

  An exciting opportunity for an IFA Administrator to join this growing IFA firm based in Fareham. The firm is currently taking on new advisors and needs an Administrator to support the existing Paraplanners in their additional duties. This role is quite varied and the working hours will be around 20 - 30 hours a week with flexibility on days/hours worked. Potential to progress within the company and expand the role as the company grows.

  Responsibilities

  Handle all incoming queries via phone, email and letter
  Writing letters, sorting post and maintaining office stationary
  Ensuring all outstanding work is completed within the office

  Skills
  Must have experience within an IFA Administration role
  Ideally will be working towards relevant qualifications
  Excellent communication skills - both written and verbal

  Add to Folderreference: IM-6826

• Administrator

  consultant: James Rendell reference: JR-6198 Location: London
  Salary: £25000 per Annum Contract: Permanent

  IFA Administrator
  Salary: £25,000 plus benefits
  Location: London

  
  This well established award winning Firm are seeking an experienced administrator to join them as they continue to grow their presence in the London market. A specialist IFA practice, the company require an administrator to work alongside a self employed IFA

  
  Responsibilities

  
  To take command of the admin function providing support to a self-employed adviser
  Working closely with the advisor to ensure all requirements are met
  Assisting with, on average 20 new cases on a monthly basis
  You will have and continue to develop your understanding of pensions, ISAs and Life products
  Liaise closely with the investment analyst and paraplanning team when appropriate
  Preparing and maintaining the client file
  New business applications and scheme maintenance and management

  
  Skills and Qualifications

  
  A minimum of 3 years experience working within an IFA practice
  Industry qualifications
  A good understanding of Financial Services products including Pensions, Investments and Life Insurance
  Excellent telephone manner and communicator
  Previous experience in using 1st and Exchange software
  Computer literate with knowledge of MS Outlook, Excel and Word
  Well organised and calm under pressure

  
  Benefits

  
  Salary: £25,000
  Four weeks holiday per year - one extra day per complete year worked up to thirty days
  3% non-contributory pension after one year
  Working hours are 8:30-5:30pm and 9am -6pm on a rotational basis

  Add to Folderreference: JR-6198

• Administrator

  consultant: James Rendell reference: JR-6330 Location: London
  Salary: £25000 per Annum Contract: Permanent

  Sales Administrator
  Location: London
  Salary: £18,000 - £25,000
  
  A Senior Sales Administrator is needed to join a boutique Wealth Management company in Central London. You will have administration experience within an IFA environment and be looking to further your career within a renowned practice

  
  Duties and Responsibilities:
  

  Take delivery of and deal with post each day
  Manage applications for clients and products, sending them to the relevant product providers
  Register the details on the company database (Intelliflo), and track the applications dealing with any queries that occur
  Insert all client information on the back office system and certify client files have been scanned properly
  Communicate with the product suppliers and clients, including obtaining policy illustrations, forwarding out policy documents and other general product information
  Generate policy schedules, incorporating all product types using provider websites and telephoning for policy information
  Produce and maintain client files
  Carry out general administration tasks
  Answer the telephone and complete any ensuing action required
  Input electronic applications into provider systems
  Process agency transfers and obtain policy information to support the advice process

  
  Skills and Qualifications:
  

  Computer literate with knowledge and experience of using Word, Excel & Outlook, preferably have Intelliflo Software experience or be familiar with other IFA back office systems
  Proven track history of administration experience within an IFA
  Ideally CF1/FPC1 qualified or progressing towards
  Vast product knowledge across the range
  Capable of working unsupervised, but to contribute and partake in team goals and objectives
  Strong written and verbal communication skills with excellent attention to detail

  Add to Folderreference: JR-6330

• Administrator

  consultant: James Rendell reference: JR-6331 Location: Lincolnshire
  Salary: £20000 per Annum Contract: Permanent

  Financial Services administrator
  Location: Lincoln
  Salary: £18,000

  An excellent opportunity has arisen within this established and respected company at their Lincoln offices

  Responsibilities

  Processing the administration of new business from obtaining quotations through to completion
  Preparing client valuations and conducting product research and comparisons
  Undertake general administrative duties, including the drafting of correspondence, arranging appointments and ensuring that all client files are compliant
  Assist in the preparation of suitability letters for the financial planners
  Prepare the files and applications for the financial planners' meetings
  Manage the financial planners' diary and appointments
  Host of general admin duties from meeting and greeting clients, dealing with daily post and correspondence and scanning documents

  
  Skills and Qualifications

  Experience working in a financial services environment
  Professional, articulate and confident
  An enthusiastic approach to working within a high profile organisation
  Able to work both individually and as part of a team
  Excellent communications - both verbal and written
  Organisational and administration skills
  Hold or working towards the financial planning certificate
  Have experience using the 1st / Avelo software system

  Benefits

  20 days holiday
  Pension
  Death in Service cover
  Free Car Parking

  Add to Folderreference: JR-6331

• Administrator

  consultant: James Rendell reference: JR-6478 Location: Bristol
  Salary: £15000 per Annum Contract: Permanent

  Financial Planning Administrator
  Location: Yeovil
  Salary: £15,000 - £21,000

  
  This is a superb opportunity for you to join a highly professional Financial Planning practice in an administrator role and develop a career in Financial Services

  
  Duties and Responsibilities:

  
  To receive and deal with post each day
  Process client applications for products, send them to the relevant product providers, record the information on the company database, track the applications and deal with any queries that arise
  Enter all client data on the back office system and ensure client files have been scanned appropriately
  Correspond with product providers and clients, including obtaining policy illustrations, sending out policy documents and other general product information
  Produce policy schedules, incorporating all product types using provider websites and telephoning for policy information
  Create and maintain client files
  Carry out general administration duties
  Answer the telephone and carry out any ensuing action required
  Enter electronic applications into provider systems
  Process agency transfers and obtain policy information to assist with the advice process

  
  Skills and Qualifications:

  
  Computer literate with experience of using Word, Excel & Outlook, ideally have Financial Planning Software experience
  Ideally CF/FPC qualified
  Broad product knowledge across the range
  Ability to work largely unsupervised, but to contribute and participate in team goals and objectives
  Strong written and verbal communication skills with good attention to detail

  Add to Folderreference: JR-6478

• Administrator

  consultant: Isabelle Madams reference: JR-6566 Location: Bristol
  Salary: Contract: Permanent

  Financial Services Administrator
  Salary: £16,000 - £23,000
  Location: North Bristol, Bristol
  Term: 6 month temporary contract
  
  Our client are looking for a new administrator to join the company on a 6 month contract
  The company, a recognised and respected IFA, provide a holistic approach to understanding a client's financial needs before presenting solutions
  Services offered are independent, fee-based or commission services and clients include corporate and private clients. They also have an excellent reputation of dealing with HNW clients

  Responsibilities

  Supporting the Directors in their day to day duties
  Organising and arranging meetings
  New business processing
  Preparing client letters, obtaining detailed policy information and provide valuations
  Hold responsibility for client records on our CRM system.
  Work unsupervised in a pro active organised manner
  Dealing with clients and assisting in non-technical queries
  Maintain accurate and timely records for our clients and ensure at all times full compliance to company process / best industry practice

  Skills

  Experience of working within a Financial Services practice in an administrative role
  Obtained FPC certificates or its equivalent
  Excellent computer skills with an understanding of Microsoft packages and 1st software
  An understanding of wraps would be advantageous
  Customer service orientated in line with company standards and ethics

  Add to Folderreference: JR-6566

• Administrator

  consultant: Will Langdon reference: WL-6689 Location: Bristol
  Salary: £19000 per Annum Contract: Permanent

  Administrator
  Location: Bristol
  Salary: £14,000 - £19,000

  
  This is an excellent opportunity to join a Financial Planning Company that is fully RDR ready and preparing for the future

  
  Duties and Responsibilities:

  
  The support of advisors in all aspects of Financial Planning
  To engender trust and respect from the client by providing high quality technical services, delivering to expectations, responding quickly to client demands and delivering to deadlines
  Assist with planning meetings and events
  Write reports and proposals based upon gathered research (client or market research) to meet the requirements of delegated client or business assignments
  A willingness to undertake ongoing Training and Development
  Supervising a small team

  
  Skills and Qualifications:

  
  Excellent Report writer with a strong grasp of the English Language
  Extremely pro-active and highly organised
  Starting on the route of Financial qualifications
  Previous Experience within a Financial Services environment

  Add to Folderreference: WL-6689

• Customer Service Advisor

  consultant: James Rendell reference: JR-6852 Location:
  Salary: Contract: Permanent

  Business Development
  Location: Dorset
  Salary: £22,000 negotiable

  An exciting role has presented itself within this boutique IFA located within a small drive from Poole. This prestigious practice are looking to develop on their proud 25 years history and they seek an experienced candidate with gravitas to join them

  Responsibilities

  This role will entail customer contact, both face to face and on the phone, and some travelling will be necessary meet with clients
  Developing close relationships with new and potential clients through business networking clubs and groups
  To present yourself in a professional and adept manner in keeping with that of company standards
  You will have an excellent understanding of the industry perhaps with some advisory experience
  With excellent conversation skills you will assist the Financial Planners in extracting factual information to help the advisory process
  General administration duties and sales support to the financial planner

  Benefits

  Work for an established Chartered Financial Planner in a beautiful location within a small friendly and professional team
  Competitive salary with benefits
  Personal development with industry examinations encouraged

  Add to Folderreference: JR-6852

• Investment Administrator

  consultant: Isabelle Madams reference: IM-6904 Location: Manchester, Lancashire
  Salary: £20000 per Annum Contract: Permanent

  Investment Administrator
  £18,000 - £20,000
  Manchester

  A great opportunity for a Financial Services Administrator to join a leading IFA firm based in Manchester. Specialising in the field of Personal Injury, they are looking for someone to provide excellent client services support and an Investment Administration service.

  Responsibilities

  Handling and responding to all client enquires in polite and professional manner
  Valuation production and encashment processing
  Providing information in preparation for annual review meetings with clients
  General administration duties

  Skills

  Ideally you will possess experience of 1st Software
  Excellent communication skills - both written and verbal
  Ability to multi task and prioritise a heavy workload
  Previous experience of working in a client servicing role within a Financial Services environment is essential
  Relevant Financial Services qualifications are desirable

  Add to Folderreference: IM-6904

• Pensions Administrator

  consultant: James Rendell reference: JR-6195 Location: Stratford-upon-avon, Warwickshire, Warwickshire
  Salary: £19000 per Annum Contract: Permanent

  Part time Administrator
  Location: Warwickshire
  Salary: Competitive

  This is an excellent opportunity to join a boutique company in the financial services industry. Their client base focuses a first class customer service looking after private clients and the directors of SME's.

  
  Duties and Responsibilities:

  
  The support of the advisor in all aspects of Financial Planning
  Assist in the writing of Suitability Reports
  Undertake various research projects on behalf of the IFA
  Provide high quality technical services whillst delivering to deadlines
  Assist with planning meetings and events
  Write reports and proposals based upon gathered research (client or market research) to meet the requirements of delegated client or business assignments
  A willingness to undertake ongoing Training and Development

  
  Skills and Qualifications:

  
  Experienced report writer with a strong grasp of the English Language
  Pro-active and organised
  Starting on the route of Financial qualifications
  Previous Experience within a Financial Services environment

  Add to Folderreference: JR-6195

• Sales Support

  consultant: James Rendell reference: JR-6001 Location: Glamorgan
  Salary: £18000 per Annum Contract: Permanent

  IFA Sales Support
  Location: Newport
  Salary: £16,000 - £18,000

  
  This is an excellent opportunity to join an established company with a strong reputation for excellence in the fnancial services industry. Their client base focuses around looking after private high net worth clients and the directors of SME's. Fully RDR ready with a fee structure in place, this company brings a refreshing approach to advising upon and dealing with its clients assets

  Duties and Responsibilities:

  The support of at least one advisor in all aspects of Financial Planning
  Undertaking various research projects on behalf of the IFA
  To work alongside a Financial Planner, and act as an 'Advisors Advisor'
  To engender trust and respect from the client by providing high quality technical services, delivering to expectations, responding quickly to client demands and delivering to deadlines
  Assist with planning meetings and events
  A willingness to undertake ongoing Training and Development
  Dealing with and understanding Discretionary Fund Managers and other financial products

  Skills and Qualifications:

  Extremely pro-active and highly organised
  Starting on the route of Financial qualifications
  Previous Experience within a Professional environment
  Knowledge of various financial services products including pensions and investments

  Add to Folderreference: JR-6001