![Service Service](https://media.trabajo.org/img/noimg.jpg)
Financial Planning Administrator
2 months ago
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.
Purpose of the role
To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.
To undertake the required number of chargeable hours for the department.
To complete tasks in an efficient and timely fashion.
Knowledge and experience
It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job.
A good understanding of Microsoft Office, and other industry technical software packages.
Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients.
Understand the advice process and the need for a commercial relationship with clients.
Strong communication skills and excellent analytical skills.
Good team player with a flexible approach.
Key responsibilities
Maintenance of client and portfolio records.
Preparation of client files for annual or half yearly reviews.
Process client new business and general client administration as required.
Communicate with clients on case progress
Preparing necessary paperwork and application forms for client meetings
Managing WIP and invoicing.
Communicate with product providers on case progress compliance issue and record keeping.
Salary
Up to £32,000.00 for Administration, this is dependent on experience and qualifications.
Benefits
Life cover 4 x salary
Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
Wellness platform with 24/7 GP access
Shopping discounts platform
Support to obtain professional qualifications with study leave and financial support with exam material
Enhanced maternity and paternity leave
Health Care Cash Plan
Enhanced employer pension contributions
Hybrid working (3 days in the office, 2 days from home, post probation)
9-5 - Mon-Fri
-
Financial Planning Administrator
2 months ago
Mile End, United Kingdom Service Service Full timeMy client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.I am currently looking to recruit an...
-
Financial Planning Administrator
2 months ago
Mile End, Greater London, United Kingdom Service Service Full timeMy client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit...
-
Financial Planning Administrator
2 months ago
Mile End, United Kingdom Service Service Full timeMy client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit...
-
IFA Administrator
2 months ago
Mile End, United Kingdom enable Recruitment Full timeWe are excited to have partnered with a well-established financial planning firm near Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial...
-
IFA Administrator
2 months ago
Mile End, United Kingdom enable Recruitment Full timeWe are excited to have partnered with a well-established financial planning firm near Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial...
-
IFA Administrator
2 months ago
Mile End, Greater London, United Kingdom Enable Recruitment Full timeWe are excited to have partnered with a well-established financial planning firm near Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial...
-
IFA Administrator
12 hours ago
Oldways End, Devon, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis is an exciting opportunity to join a reputable, Chartered Financial Planning firm as an IFA Administrator. The successful candidate will be part of a dynamic head office support staff team, working closely with Paraplanners and Financial Advisers to provide quality support.Key Responsibilities:Input data onto the customer back office...
-
Fm Validation
3 months ago
Mile End, United Kingdom Care UK Full timeAre you an outgoing and dynamic Administrator ready to take the lead in shaping the future of care?. Care UK is an awarding winning private care company with over 150 care homes across the United Kingdom. We are seeking an Invoice Validation and Approval Administrator to join our vibrant and dedicated team. At Care UK, we are committed to providing...
-
Financial Planning Associate
3 weeks ago
West End, Hampshire, United Kingdom Heat Recruitment Ltd Full time £45,000Heat Recruitment Ltd is seeking a skilled Financial Planning Associate to join our dynamic paraplanning team. This role is essential for supporting our financial advisory services and will involve collaboration with various investment professionals. As part of our growing organization, you will be positioned in a collaborative environment that fosters...
-
Finance Assistant
3 months ago
Mile End, United Kingdom Care UK Full timeCare UK is an awarding winning private care company with over 150 care homes across the United Kingdom. We are seeking an enthusiastic Finance Assistant to join our vibrant and dedicated team. At Care UK, we are committed to providing exceptional care to our residents and our values of Caring, Passionate and Teamwork are at the heart of all we do. Our...
-
Dental Care Coordinator
2 weeks ago
Mile End, Greater London, United Kingdom Community Dental Services Full timeAbout Community Dental Services We are a dedicated dental practice committed to providing high-quality care within our community. Our team of experienced professionals is passionate about delivering exceptional patient experiences and promoting oral health. Role Overview As a Dental Care Coordinator & Infection Control Specialist, you will play a vital role...
-
IFA Administrator
1 month ago
North End, Essex, United Kingdom Templegate recruitment Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: IFA AdministratorLocation: ChelmsfordBenefits:Monday to FridayFlexible workingCompetitive salary is on offer dependent on experience, skills and qualifications.Death In ServiceFree ParkingProgression opportunitiesSalary: £26,000 to £32,000 Depending on Qualifications and...
-
Administrator (Trainee)
3 months ago
Bourne End, United Kingdom Business & Personal Investment Limited Full timeIf you would like to pursue a career in the financial services industry, this could be the opportunity for you. We’re looking for a **Trainee Administrator** to provide first-class support to our growing client bank. If you’re this person, please get in touch: - You have an interest in the financial services industry - You would like to develop and...
-
Recruitment Consultant
3 months ago
Mile End, United Kingdom Recruitment Professionals Full timeRecruitment Professionals is a leading recruitment agency seeking for a recruitment consultant for a fantastic recruitment agency in Mile End. **DUTIES INCLUDE**: - Client Engagement: As a recruitment consultant you will work closely with employers and hiring managers to understand their specific staffing requirements. This is an exciting opportunity to...
-
Mortgage Administrator
2 months ago
Beacon End, United Kingdom The New Homes Group Full timeJob Title: Mortgage Administrator (Office Based) Location: Office based in Colchester, Essex. Department: Mortgage Administration Support Target: Administratively sound candidates with experience of Customer Service in a telephone-based setting. Rewards: £21K Basic Salary plus Bonuses and Benefits (OTE £(phone number removed). Hours: Mon-Fri 9.00 AM - 5.30...
-
Client Support Accountant
2 months ago
Mile End, United Kingdom Michelle Denny Recruitment Full timeMichelle Denny Recruitment are delighted to be working with fellow regional business Scrutton Bland to assist them in recruiting a Client Support Accountant to join their busy Business Advisory team in Colchester. The successful candidate will be joining an enthusiastic and energetic team combining their accounting experience with a fresh and innovative...
-
Mortgage Administrator
4 weeks ago
Beacon End, United Kingdom The New Homes Group Full timeMortgage Administrator! Location: Our vibrant office in Colchester, Essex. Department: Mortgage Administration Support. Target: Super organized pros with a knack for Customer Service in a phone-based setting. Rewards: £21K Basic Salary + Bonuses + Benefits (OTE £30000!) Hours: Mon-Fri, 9:00 AM - 5:30 PM. Timeline: Immediate Interviews & Start Date to...
-
Trainee Lettings Agent
3 months ago
Mile End, United Kingdom City Rooms Full timeWe are seeking a Junior Lettings Negotiator to join our team and assist in the smooth execution of rental transactions. As a Lettings Negotiator, you will play a vital role in marketing rental properties, finding potential leads, conducting viewings, performing reference checks, and finalizing rental contracts. **Qualifications and Requirements**: - High...
-
Trainee Lettings Negotiator
2 months ago
Mile End, United Kingdom City Rooms Full timeWe are seeking a Junior Lettings Negotiator to join our team and assist in the smooth execution of rental transactions. As a Lettings Negotiator, you will play a vital role in marketing rental properties, finding potential leads, conducting viewings, performing reference checks, and finalizing rental contracts. **Qualifications and Requirements**: - High...
-
Lettings Agent
3 months ago
Mile End, United Kingdom City Rooms Full timeWe are seeking a Junior Lettings Negotiator to join our team and assist in the smooth execution of rental transactions. As a Lettings Negotiator, you will play a vital role in marketing rental properties, finding potential leads, conducting viewings, performing reference checks, and finalizing rental contracts. **Qualifications and Requirements**: - High...