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Reed
Mansfield
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibi
Job Source: Reedmbf.
Mansfield
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to £35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking t
Job Source: mbf.Focus Search and Selection
Nottingham
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and Selectionpib Group
Retford
The Role: The purpose of this role is to process and control accounting transactions relating to our clients insurance policies. This role is instrumental in protecting our clients money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders. This role profile is applicable to business areas such as Cash all
Job Source: pib GroupGGT Insolvency Recruitment
Derby
Corporate Insolvency Case Manager / Senior Insolvency Administrator Derby | Nottingham Excellent Salary (Subject to experience) Hybid home & office working Currently we are working with an award winning well respected firm with offices thought the E ast and W est Mi dlands . Our client is looking for either an experienced Corporate S
Job Source: GGT Insolvency RecruitmentBlusource
Nottingham
A leading professional services business are seeking a Payroll professional for a key job that is based in their Nottingham office. This role will be hired at a Payroll Administrator OR Senior level. The firm have management in the payroll team, but are looking for someone with proven experience to support the manager and potentially have some su
Job Source: BlusourcePIB Group
Retford
The Role: The purpose of this role is to process and control accounting transactions relating to our clients’ insurance policies. This role is instrumental in protecting our clients’ money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders. This role profile is applicable to business areas such as Cash a
Job Source: PIB GroupCactus Search
Chesterfield
Are you an experienced pensions professional working within the financial services sector?Do you have strong back-office administration experience when it comes to coaching and mentoring other members of staff?If so, read on!I’m delighted to be working with a long-standing financial services business that is looking for an experienced Senior Pensio
Job Source: Cactus SearchMansfield
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.
Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working.
Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail.
Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment
Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day’s holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Senior IFA Administrator jobs in Mansfield
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