Current Vacancies

• 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-5877 Location: Somerset, Taunton, Somerset
  Salary: £20000 per Annum Contract: Permanent

  Paraplanner / Admin Support
  Location: Taunton
  Salary: £16,000 - £20,000

  This is an excellent opportunity to join a company in the financial services industry. Their client base focuses around looking after private 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 advisors in all aspects of Financial Planning
  Writing Suitability Reports and undertaking various research projects on behalf of the IFA
  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: JR-5877

• 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: James Rendell reference: JR-6506 Location: Salisbury, Wiltshire
  Salary: £17000 per Annum Contract: Permanent

  Asset Maintenance Administrator
  Location: Salisbury
  Salary: £14,000 - £17,000
  
  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: JR-6506

• 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: Nick Whomes reference: NW-6790 Location: Trowbridge, Wiltshire
  Salary: £18000 per Annum Contract: Permanent

  Tax Administrator
  Location: Trowbridge
  Salary: £16,000 - £18,000

  Our well established Accountancy Practice based within the Swindon area is currently seeking a professional and efficient Tax Administrator to provide an effective service to both the company and clients
  The ideal Candidate will have a wealth of Corporation Tax knowledge to deliver sufficient advice and be part/fully AAT qualified, with a good understanding of software packages used
  In return for your professional expertise you will be rewarded with a brilliant salary and added incentives

  Duties and Responsibilities

  Communicate progress of corporate tax jobs to manager
  Preparation of income tax computations
  Good communication with clients re tax matters
  Preparation of P11ds
  Ad-hoc assistance in other teams as required
  To ensure that assignments are completed to time and budget, including raising of invoices for work completed on a timely basis
  
  Skills

  Part/Fully AAT qualified
  Good understanding of Iris & Sage software packages
  Previous Accountancy Practice experience advantageous

  Add to Folderreference: NW-6790

• Administrator

  consultant: Ross Bennett reference: RB-6720 Location: Evesham, Worcestershire
  Salary: £17000 per Annum Contract: Permanent

  Office Administrator
  Salary: £14,000 - £17,000
  Location: Evesham

  A well established Insurance Broker with a nationwide presence based in the Worcestershire area is looking for an Office Administrator. The chosen candidate will be given every opportunity to develop and progress within the organisation. Ideally this candidate will have an Insurance background with excellent customer service and organisational skills.

  
  Responsibilities

  
  Handle incoming customer calls and enquiries with professionalism
  Provide excellent customer service in all dealings with clients or Insurers via telephone, e-mail and written correspondence
  Provide other general administrative and word processing support to the office based team
  Opening, stamping and distributing incoming post to office staff
  Filing and document management using both electronic and paper-based systems
  Assisting the Marketing Executive with information gathering, mailings and marketing campaigns

  
  Skills

  
  Previous Insurance experience preferred
  Good oral and written communications skills
  Accuracy and good attention to detail in all oral and written work
  Polite, professional and customer friendly manner

  Add to Folderreference: RB-6720