![LODGE FINANCIAL ADVICE](https://media.trabajo.org/img/noimg.jpg)
Administrator
7 days ago
Due to our continued growth and development, we have an exciting opportunity for a motivated Administrator with the option to fast track towards gaining the professional qualifications required to become a Level 4 Para planner.
Stage 1 - Administration
General Administration duties to include:
Working collaboratively with Financial Planners and Paraplanners, supporting a variety of administrative tasks.
Manage Office Calendars to include booking client meetings.
Updating records accordingly on back-office system as per company procedures.
Manage client reviews via back-office system and schedule appointments with the clients for advisers (if requested to do so).
Liaise with product providers, solicitors, and accountants etc. on an ongoing basis on behalf of clients.
Computer skills including Microsoft Word and Excel Spread Sheets
Stage 2 - Paraplanning
Analyse information recorded on file regarding the clients' circumstances, needs and objectives.
Conduct Product and Provider Research and prepare recommendations for consideration by the Advisers.
Carry out Investment fund analysis.
Support the design and communication of Financial Planning Models
Identify and discuss recommended courses of action with the Advisers.
Based upon the information obtained from clients, needs/objectives identified and recorded by the Advisers produce Suitability Reports in a professional format for presentation to clients.
Check all compliance paperwork is present and correct.
Complete work within the set target deadlines.
**Responsibilities**
- Working collaboratively with Financial Planners and Paraplanners, supporting a variety of administrative tasks.
- Conduct Product and Provider Research and prepare recommendations for consideration by the Advisers.
**Essential Skills and Qualifications**
Letter writing skills.
Typing qualification.
**Working hours**
Monday to Thursday 9am to 5pm
Friday 9am to 1pm
**Job Types**: Full-time, Permanent
**Salary**: £18,000.00-£25,000.00 per year
**Benefits**:
- Company pension
- Employee discount
- Free parking
- Life insurance
- Referral programme
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
Application deadline: 29/03/2024
-
Administrator
2 weeks ago
Coleraine, United Kingdom Vickerstock Full timeJob details: Posted 13 January 202 Salary Negotiable LocationColeraine Job type Permanent DisciplineProfessional Services Jobs Reference7467_ Contact NameMary QuinnJob description:AdministratorVickerstock are currently working on behalf of our market leading Food Manufacturing Client to recruit for an Administrator for a period of 1 year with possible...
-
Administrator
2 weeks ago
Coleraine, United Kingdom Vickerstock Ltd Full timeAdministratorVickerstock are currently working on behalf of our market leading Food Manufacturing Client to recruit for an Administrator for a period of 1 year with possible extension to join their team in Coleraine.The role is full time.The duties will include: Data input from manuals into the computer maintenance management system, using databases in Word...
-
Engineering Administrator
4 weeks ago
Coleraine, United Kingdom Black Fox Solutions Full timeEngineering Administrator Coleraine area - £25k to £27k + benefits 18-month contract We are working with a successful NI food producer to recruit for their new Engineering Administrator to join them on an 18 month contract basis. Working within their engineering team you will be supporting the engineering manager across; Liaising with maintenance staff on...
-
Administrative Assistant
3 weeks ago
Coleraine, United Kingdom Star Fuels Full timeDuties: - Provide administrative support to ensure efficient operation of the office - Schedule and coordinate deliveries (transport logistics) - Prepare and distribute correspondence and reports - Maintain filing systems and databases Qualifications: - Proven experience as an administrative assistant or in a related role - Proficient in Microsoft Office...
-
Credit Administrator
2 weeks ago
Coleraine, United Kingdom Lynas Foodservice Full time**Permanent Credit Administrator** **Contract: 37.5 hours** **Location: Coleraine** **Hours of work: Monday-Friday 9am-5pm** **About Us**: Lynas Foodservice is a well-established food wholesaler dedicated to providing top-quality products to restaurants, hotels, and other foodservice establishments across Northern Ireland, Republic of Ireland and...
-
Commercial Administrator
2 months ago
Coleraine, United Kingdom Black Fox Solutions Full timeCommercial Administrator Coleraine£23-27k (DOE) Join the administration team of a leading global provider of local dairy products.18 month fixed term contract. Working Hours 8 -4.30pm or 8.30-5pm Monday – Friday Supporting the engineering team you will;Main POC for maintenance issues - Help with breakdown callsCoordinate engineering tasksPlan and...
-
Commercial Administrator
1 month ago
Coleraine, United Kingdom Black Fox Solutions Full timeCommercial Administrator Coleraine£23-27k (DOE) Join the administration team of a leading global provider of local dairy products.18 month fixed term contract. Working Hours 8 -4.30pm or 8.30-5pm Monday – Friday Supporting the engineering team you will;Main POC for maintenance issues - Help with breakdown callsCoordinate engineering tasksPlan and...
-
Commercial Administrator
4 weeks ago
Coleraine, United Kingdom Black Fox Solutions Full timeCommercial Administrator Coleraine£23-27k (DOE) Join the administration team of a leading global provider of local dairy products.18 month fixed term contract. Working Hours 8 -4.30pm or 8.30-5pm Monday – Friday Supporting the engineering team you will;Main POC for maintenance issues - Help with breakdown callsCoordinate engineering tasksPlan and...
-
Commercial Administrator
4 weeks ago
Coleraine, United Kingdom Black Fox Solutions Full timeCommercial Administrator Coleraine£23-27k (DOE) Join the administration team of a leading global provider of local dairy products.18 month fixed term contract. Working Hours 8 -4.30pm or 8.30-5pm Monday – Friday Supporting the engineering team you will;Main POC for maintenance issues - Help with breakdown callsCoordinate engineering tasksPlan and...
-
Administrator - Agri
4 weeks ago
Coleraine, United Kingdom Black Fox Solutions Full timeAdministratorColeraine£23-27k (DOE) Join a leading specialist supplier into the agricultural industry – due to expansion they are looking for an administrator to join their busy office! Role includes: Answering telephones / emailsProcessing orders and quotes Administrative and office duties About you:Experience in a similar roleExperience within the...
-
Administrator - Agri
4 weeks ago
Coleraine, United Kingdom Black Fox Solutions Full time £24,000 - £28,000AdministratorColeraine£23-27k (DOE) Join a leading specialist supplier into the agricultural industry – due to expansion they are looking for an administrator to join their busy office! Role includes: Answering telephones / emailsProcessing orders and quotes Administrative and office duties About you:Experience in a similar roleExperience within the...
-
Purchasing Administrator
1 week ago
Coleraine, United Kingdom Carnroe Supplies Full time**Job description** We are currently searching for a Purchasing Administrator to join our Purchasing department. This is an exciting opportunity for an enthusiastic and motivated individual to kick start their career in one of the fastest growing Workwear and PPE supply companies. **Hours of Work** Monday - Friday 0800-1700 Overtime as and when...
-
Maintenance Coordinator/ Administrator
4 weeks ago
Coleraine, United Kingdom Manpower UK Ltd Full timeOur client are a leading food producer who require a Maintenance Coordinator/ Administrator to join their team on a fixed term contract for 18 months. The successful person will provide key administrative support to the engineering department and support with planning and organising engineering tasks on a daily and weekly basis. Suitable candidates will need...
-
Maintenance Coordinator/ Administrator
2 weeks ago
Coleraine, United Kingdom Manpower UK Ltd Full timeOur client are a leading food producer who require a Maintenance Coordinator/ Administrator to join their team on a fixed term contract for 18 months. The successful person will provide key administrative support to the engineering department and support with planning and organising engineering tasks on a daily and weekly basis. Suitable candidates will need...
-
Transport Administrator
3 weeks ago
Coleraine, United Kingdom Lynas Foodservice Full time**Location -** Coleraine **Contract -** Full-time, Permanent **Hours -** 37.5 hours per week, Tuesday - Saturday 10am-7pm An exciting opportunity has become available to join the Transport Team. This is a fantastic opportunity and starting point for someone who is interested in pursuing a career in Transport. **Main duties & responsibilities**: - Driver...
-
HR Administrator
2 weeks ago
Coleraine, United Kingdom Lynas Foodservice Full time**Location: Coleraine, Northern Ireland** Contract - Fixed-term for 9 months Job Summary: **Role Responsibilities**: - Support with the maintenance of multiple HR tracker spreadsheets, ensuring that all data is recorded accurately and in a timely manner. - Support with the maintenance of the HR Management Software, PAMS. - Providing support with employee...
-
Office Administrator
2 weeks ago
Coleraine, United Kingdom RH JOINERY LTD Full timeOffice Administrator to help with day to day running of general office admin. Job Overview: Please note person will work independently in office space. **Responsibilities**: - Answering phone calls and dealing with queries. - Sorting and filing documents. - Managing and updating social media. - Creating invoices. Processing and input of supplier...
-
Maintenance Coordinator/ Administrator
4 weeks ago
Coleraine, United Kingdom Manpower UK Ltd Full timeOur client are a leading food producer who require a Maintenance Coordinator/ Administrator to join their team on a fixed term contract for 18 months. The successful person will provide key administrative support to the engineering department and support with planning and organising engineering tasks on a daily and weekly basis. Suitable candidates will...
-
Maintenance Coordinator/ Administrator
2 months ago
Coleraine, United Kingdom Manpower UK Ltd Full timeOur client are a leading food producer who require a Maintenance Coordinator/ Administrator to join their team on a fixed term contract for 18 months. The successful person will provide key administrative support to the engineering department and support with planning and organising engineering tasks on a daily and weekly basis. Suitable candidates will...
-
Trading Administrator
2 weeks ago
Coleraine, United Kingdom Lynas Foodservice Full time**Location** - Coleraine **Contract **- Full-time, Permanent **Hours** - Monday-Friday, 9am-5.30pm or 8.30am to 5pm **Salary **- TBC at offer stage **Job Summary**: Working within the Commercial Department, the Trading Administrator will be responsible for the accurate entry and maintenance of data and working closely with the Trading Managers and Supply...