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This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and F... ZIPC1_UKTJ

About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which process high volumes of instructions ensuring all work is completed right first time, every time. The role is a fixed-term contract for 12 months, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic team. Your Benefits: As a Client Services Administrator you will receive a competitive salary, a generous benefits package and training & development in areas to help you improve. Key Responsibilities: • Customer Service – Provide award-winning administrative support to Financial Adviser firms migrating and bringing new business, • Accuracy – Maintain accuracy and accountability in an expanding and fast-paced environment, • Teamwork – Recognise the importance of working together as a team to maximise team, department, and company results, • Knowledge - Achieve and actively maintain skills and knowledge of the financial services industry. Focus on sharing knowledge and skills to continue to develop the team and its effectiveness, • Development - Develop new processes and challenging existing ones to maximise efficiency and accuracy. Focus on personal development to achieve industry and career progression, • Rules and Regulations – Utilise awareness of FCA regulations and the risks involved within the financial services industry to adhere to company procedures. Working within the relevant Service Level Agreements (SLAs) to exceed industry-standard expectations Skills, Qualifications and Experience: Essential: • Good academic record., • Computer literate (Outlook, Word and Excel)., • Good attention to detail., • Excellent interpersonal and communication skills., • Ability to work well individually and as part of a team., • Ability to work well under pressure and to tight deadlines. Desirable: • Have Wrap platform knowledge and/or experience., • Have a Financial Services qualification (E.g. IOC or CII)., • Understand Model Portfolios., • Have a high-level understanding of trading (this role does not involve trading but having a high-level understanding would be beneficial). Application of Individual Conduct Rules: Standard of conduct is reasonable under all circumstances relating to • Must act with integrity, • Must act with due skill, care and diligence, • Must be open and cooperative with the FCA and other regulators, • Must pay due regard to the interests of customers and treat them fairly, • Must observe proper standards of market conduct Equal Opportunities: Servaada is committed to diversity, equality, and inclusion in the workplace. All applicants welcome.

About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: The Reconciliation & Banking Team works to ensure Servaada is adhering to client money protection rules. The team undertake daily reconciliations of client money accounts, oversee funding from the Corporate accounts for shortfalls, and process payments off the platform. Also includes completing checks on bank accounts and uploading payment files. The successful candidate will be key in both delivering team and individual targets within the appointed timescales, and to the highest standards. Your Benefits: As a Recs & Banking Administrator you will receive a competitive salary, a generous benefits package and training & development in areas to help you improve. Key Responsibilities: • Responsibility for the completion of the core team processes:, • Supporting the company’s on-going CASS adherence, • Daily internal and external client money reconciliations & investigation, • Internal and external custody reconciliations & investigation, • Regulatory returns & claims, • Liaison with third parties such as fund managers and banks, • Nominee and investment manager payment processing, • Cheque processing and banking, • Achieve departmental service level agreements (SLAs) and key performance indicators (KPIs), • Demonstrate flexibility during periods of high workload, assisting other services when required, • Support the business software infrastructure with user acceptance testing and disaster recovery cycles, • Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards, • Work to continually improve business procedures and processes, • Meet all Financial Conduct Authority regulations, particularly CASS 6, 7 & 8, • Ensure that Treating Customers Fairly (TCF) principles are adhered to, including raising any areas for concern with either Line Manager or Compliance, • Manage risk effectively by informing Line Manager of any incidents, “near misses” or exposures to our risk profile. Comply with all Servaada policies and report any risks concerns to Line Manager, • You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management Skills, Qualifications and Experience: Essential: • Good attention to detail, • Excellent interpersonal and communication skills, • Ownership and accountability, • Excellent drive, with ability to work unsupervised and under own initiative, • Ability to work well under pressure and to tight deadlines, • Working knowledge of Excel, • Strong desire to learn and have holistic understanding of a process or issue, • A proactive and innovative approach to problem solving, applying logic and foresight to decision-making Desirable: • Investment Operations Certificate (IOC) or equivalent industry recognised qualification, • Financial services experience, • Understanding of investments and investment products, • Reconciliation background, • CASS knowledge, in particular CASS 6 and 7 regulations, • Proven track record in concern for and adherence to regulatory requirements Application of Individual Conduct Rules: Standard of conduct is reasonable under all circumstances relating to • Must act with integrity, • Must act with due skill, care and diligence, • Must be open and cooperative with the FCA and other regulators, • Must pay due regard to the interests of customers and treat them fairly, • Must observe proper standards of market conduct Equal Opportunities: Servaada is committed to diversity, equality, and inclusion in the workplace. All applicants welcome.

The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients. It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient. Duties: • Sending out application forms for clients to sign and return., • Communicating with product providers on behalf of clients., • Acting as the point of contact for a client if an adviser is unavailable., • Updating various databases with correspondence and important information relating to clients., • Creating and sending off letters of authority., • Collecting relevant data from providers to enable Financial Planning Executives to review existing products., • Supporting Advisers and Paraplanners with administration tasks., • Keeping up to date with compliance, economic and legislation changes., • Scanning documentation into client files., • Answering the phones and making outgoing calls., • Meeting and greeting clients., • Any other duties that are reasonable required. What you will need to demonstrate in an interview: Self-Management and Organisation • Conscientious individual with the ability to think laterally and bring their own ideas to the table., • Diligent individual with good attention to detail and a naturally critical eye., • Self-awareness, someone who focuses on looking after their own wellbeing and those around them. People Skills • A personable character with the ability to get on with people from a diverse array of backgrounds., • Caring, empathetic with high morals and naturally trustworthy., • A desire to learn with an understanding and belief that feedback is not criticism but part of learning. Communication • Professional and personable communication skills both verbally and written., • Confident in connecting with people in the office and building rapport and relationships with others., • Good grammatical, written, proof-reading and language skills and able to transfer this into letter writing and putting together emails for clients and other external stakeholders. IT Skills • Proficient in using a computer/laptop with programmes like Word, PowerPoint etc. organising emails as well as adapting to the use of new systems., • Some skills in Excel such as setting up tables, formatting spreadsheets, implementing graphs and using formulas with the ability to pick up and learn more. Qualifications/Experience • Ideally a candidate will hold a degree, but we welcome applications from individuals who have experience working in a professional environment and can demonstrate they have the ability to learn the above skills.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey.As an IFA Administrator you will be joining their back office team who support their local Financial Advisors.You will be undertakin

Maintain branch administration and financial controls, including cash handling, banking, credit control procedures and accurate documentation. Other suitable skills and experience include Business Manager, Branch Manager, Automotive, Service Manager, Administrator, Operations, Team Leader. Were now

This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for growth minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4 6 team members. At times, you may be required to step in and assist with actioning administrative duties. IFA Admin Team Leader Requirements • You should have experience of leading a team, • You should have previous experience as an IFA Administrator, • You should have desire to be part of a growing team and take an active role in delivering growth for the business, • Salary of up to £45,000 depending on experience, • Plus company benefits, • Mainly office based role with potential for 1 2 days from home Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ

Paraplanner (Wealth Management) Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role, you will provide key back-office support to the advisers, ensuring the smooth and efficient running of the financial planning process. Your responsibilities will include preparing draft suitability letters and supporting documentation, maintaining accurate and up-to-date client records on back-office systems, and ensuring all client service tasks and reminders are correctly logged and followed up. You will organise and prepare documentation for client meetings, liaise with clients, providers and internal team members to resolve queries, and ensure all records are maintained in line with regulatory requirements. The role will also involve reviewing financial data for accuracy and working closely with the team to maintain high standards of administration and client service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The role: • Preparing and drafting suitability letters and documentation for advisers, • Maintaining accurate back-office systems and client records, • Experience working in a Financial Administrator or Paraplanner role within financial services, • Experience using Intelliflo, Timeline, CRM systems and Microsoft Office, • Comfortable managing back-office systems and documentation We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. xrnqpay By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

A financial planning firm in Bradford-on-Avon is seeking an IFA Administrator to join their back office team. The role involves supporting local Financial Advisors by undertaking various IFA administration duties, as well as assisting Platform Administrators and Paraplanners. The ideal candidate sho

A financial services firm in Bath is hiring a Part Time Senior Administrator.