This job listing has expired
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
Related Jobs
-
Job Type: IFA Administration
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
-
Job Type: IFA Administration
Location: Manchester
Location: Manchester
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: IFA Administration
Location: Scotland
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: IFA Administration
Location: Midlands
Location: Birmingham
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
-
Job Type: IFA Administration
Location: Manchester
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: IFA Administration
Location: Midlands
Location: Birmingham
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
-
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: IFA Administration
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
-
Job Type: IFA Administration
Location: Manchester
Location: Manchester
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
Job Type: IFA Administration
Location: Manchester
Location: Manchester
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed - Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed - Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: IFA Administration
Location: Scotland
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: IFA Administration
Location: Midlands
Location: Birmingham
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
Job Type: IFA Administration
Location: Midlands
Location: Birmingham
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed - Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed - Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
Job Type: IFA Administration
Location: Manchester
IFA Administrator / Wealth Planning Administrator
- IFA Administration
- Surrey
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: IFA Administration
Location: Midlands
Location: Birmingham
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
-
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed
- Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: IFA Administration
Location: Midlands
Location: Birmingham
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed - Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Client Relationship Manager – Wealth Planning
Job Type: IFA Administration
Location: Midlands
Based Lincoln – but can be homebased 4 x days per week- 1 x per week office
Purpose of role: To support the business and financial planners in delivering an excellent service to clients.
Reports To: Head of Business Standards
Key responsibilities & accountabilities Client servicing & ongoing reviews
· Handling admin-related queries, providing a friendly and professional point of contact for clients and product providers (by phone, email and in person)
· Referring non-admin queries to other team members as appropriate
· Organising all new and existing client meetings; managing FPs’ diaries and workloads
· Preparing and collating all documents needed before and after client meetings
· Managing clients’ service needs and expectations to ensure client satisfaction
· Keeping clients and financial planners informed of work in progress. Liaise with other team members as necessary for updates and chasing product providers
· Administrative assistance in client meetings when required
· Ensuring the service stated in each client agreement is delivered in a timely manner
· Creating and maintaining client files to the required compliance standards
· Diarising client meeting action points and monitoring progress until completion
· Sending Letters of Authority and gathering accurate information as per advice process
· Producing portfolio valuations as per client agreements/financial planner requests
· Obtaining illustrations, application forms and other enclosures for issue with reports
Business-Processing
· Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements
· Ensuring all business applications are processed accurately and efficiently in line with both the
business’ and relevant product provider’s requirements
· Checking policy documents and contract notes received from product providers
· Filing documents correctly in line with latest policies and processes
· Recording fees accurately
· Chasing product providers to ensure timely and accurate turnaround times for clients
· Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales
Experience
· At least 2 years working within a financial planning environment – Essential
· At least 2 years’ administration/customer service/account management – Desirable
· Previous PA experience from within financial services industry – Desirable
Job Type: IFA Administration
Location: Leeds
Location: Leeds
Salary: Negotiable depending on experience
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. You will provide high-quality administrative support to the Adviser population team in
producing high-quality written advice and maintaining our exceptional client service scores.
Main Duties
- Provide high quality support to Advisers
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Produce tables and build profiles on FE analytics
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
Personal Attributes
- An excellent communicator – both verbal and written form
- Able to work on your own initiative and see a task through to completion
- A skilled problem-solver
- A dedicated and well-organised individual with excellent attention to detail
- Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
- A tenacious individual who makes sure processes and compliance issues have been
followed - Able to work under pressure and meet tight deadlines and internal service standards
- A team player within a strong team ethos
- Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel
Experience / Qualifications
- A minimum of 3 years financial planning experience
- A proven track record in providing high quality technical administrative support
- Experience of supporting advisers in a truly holistic business
- The ability to use platforms to process new business and to create valuations
- Experience of supporting busy advisers keeping them abreast of service standards and requirements
Benefits include:
- A Competitive salary
- 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
- Defined contribution pension matched up to 5% plus a National Insurance boost
- 2 times salary death in service scheme
- Access to flexible benefits platform and voluntary benefits
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.