Financial services administrator jobs in United Kingdom

Are you an experienced Paraplanner seeking a rewarding role within a leading IFA practice? Can you commute to Southport? ARR Talent is partnering with a prominent mid-sized IFA practice who going through an exciting expansion phase. We are currently seeking a technically strong Paraplanner to join their small Paraplanner team. This role presents an exciting opportunity to play an integral role within the firm and contribute significantly to achieving exceptional client outcomes. You will be working towards or have achieved Level 4 Diploma qualification and be a career Paraplanner. You will have a passion for high-quality advice and an ability to think outside the box. Skills and experience: We're seeking an individual who thrives on the technical and forensic aspects of Paraplanning. You will be joining an experienced team of Independent Financial Advisers plus two trainee Advisers, therefore, our new Paraplanner will have a very important role to play and will be valued as such. We are looking for an individual with the same client-focused outlook as ours and who has the technical knowledge, qualifications, and experience to make a valuable contribution to client outcomes. The practice focuses on providing holistic financial advice to individual and corporate clients primarily across the North West. They have a very strong Employee Benefits offering creating additional avenues for high-net-worth and more complex financial planning opportunities. Key responsibilities: · Collating client data to provide a detailed client overview. · Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide a basis for research and solutions. · Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield. · Assistance in the production of Suitability Letters. · Responsibility for ensuring the Client’s Compliance file is complete and correct for checking by the Compliance Manager. · Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options. · Attending client meetings, note taking and action point noting to be delegated to the administration team. · Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations. · Maintenance and management of the New Business Register, including regular reporting of Management Information to assist in T&C. · Working with other Professional Advisers to collate client information and assist in the holistic advice process. · Coordinating the administration function to ensure activities are completed accurately and within agreed timescales. · All other proactive activities to support the advice process and to support the compliance team. In addition, your skills and experience will help you to: Demonstrate excellent communication skills with both internal and external stakeholders. Maintain confidentiality and show tact and empathy with clients and team members. Showcase a high level of IT competency and confidence in using various software. Embody a positive, motivated, and team-oriented attitude. Salary and benefits: Basic salary up to £35,000 dependent on experience. Comprehensive employee benefits package and Employee Value Proposition. Opportunities for professional development and support in achieving Chartered Status. Generous holiday allowance plus all bank holidays. Company supported staff and charity events. The next step If you are an experienced Paraplanner and considering your career options, we want to hear from you. Please get in touch and click "APPLY" today! About ARR Talent: As a specialist Financial Services recruitment company, we bring unique expertise, industry insights and connections, whether you are looking for a new opportunity or want to recruit great talent into your business. At ARR Talent we value the importance of communication, transparency and follow-up and we focus on delivering only high-quality, qualified candidates to our clients. We look forward to starting your journey with you!

Key Responsibilities & Day-to-day work tasks: Annual Planning Meetings: o Send out update packs. o Preparation for meeting. o Taking the notes post meeting. o Preparing the Financial Plan. o Overseeing agreed follow ups. Group Scheme Renewals: o Overseeing the quotes when Group Schemes renew. o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter. Trust Forms: o Prepopulating and sending out Trust forms. o Co-ordination with providers to ensure the Trust forms are logged correctly. Estate Planning Liaison: o Organising the quarterly ‘Estate Planning Days’ for clients. o Overseeing the follow ups. Protection Applications: o Obtaining quotes for client meetings. o Running through online applications with clients. · Quality of Documentation: o Providing backup for CFR, Suitability Letters and advice sets. o Point of sale packs. Office: o Overseeing LOAs with PlusGroup. o Answering the phone. o Scanning and distribution of post. o Welcome Screen. o Help to Meet & Greet Clients/Drinks. o Anything else required. o Completion of regulatory training. o Completion of timesheet.

Administration Assistant - Mortgage Brokerage Are you looking for a part-time administration role in a reputable and growing mortgage brokerage company? Do you have strong organisational and communication skills and a keen eye for detail? If so, you might be the ideal candidate for our team! We are a leading mortgage brokerage company in the financial services sector. We offer a range of mortgage and protection products to our clients and work with various lenders and insurers to find the best solutions for their needs. We are looking for an administrative assistant to join Us and provide administrative support to the director. You will be responsible for: · Liaising with clients, lenders, insurers, solicitors, and other parties to ensure a smooth and timely completion of cases · Updating and maintaining accurate records of client information and case progress on our CRM system · Preparing and sending correspondence and documents to clients and other parties · Handling incoming and outgoing calls and emails in a professional and courteous manner Processing and submitting mortgage and protection applications to lenders and insurers · Assisting with general office duties such as filing, scanning, photocopying, etc. To be successful in this role, you will need: · Previous administration experience, preferably in the mortgage or financial services sector · A good level of numeracy and literacy, with GCSEs or equivalent in Maths and English · Proficient knowledge of Microsoft Office applications, especially Word and Excel · A confident and clear telephone manner, with excellent verbal and written communication skills · A high level of accuracy and attention to detail, with the ability to work under pressure and meet deadlines · A positive and proactive attitude, with a willingness to learn and take initiative If you are interested in this opportunity, please send your CV and a cover letter to the provided email address. We look forward to hearing from you!

Money and Me Solicitors is a niche law firm specialising in pursuing claims of pension and investment mis-selling. Claims for compensation are generally made to statutory bodies such as the Financial Services Compensation Scheme (FSCS) and the Financial Ombudsman Service (FOS). As Case Manager, you will administer claims from the point the client engages our services, up to and including the receipt of damages we win for our client. This process can take many months, even years. Therefore, it is crucial that the Case Manager has the ability to enquire and persuade to reduce the time it takes for our clients to win the financial justice they deserve. Responsibilities A Case Manager’s primary role is to ensure effective communication between Money and Me Solicitors’ clients, the statutory bodies and third parties involved in the claim. The role should be carried out in an accurate, timely and efficient manner while building effective relationships not only with clients but also with relevant staff, with whom you will liaise regularly. Additionally, the role will involve some further general administrative tasks to be carried out as and when directed by the Office Manager. Key Accountabilities • To build effective relationships with clients, liaising with them throughout the process, to ensure they are kept up to date with the progress of the claim • To build effective relationships with introducers of claims, liaising with them as and when required, in order to ensure they feel part of the team • To build effective relationships with Case Handlers at the FSCS, FOS and third party providers • Maintain and update the Company’s CRM system, ‘Hub Solv’, when it is appropriate to do so • Answer and deal with telephone, email and social media enquiries, as and when appropriate • Any other administrative tasks, as set down by the Office Manager Skills, Experience and Qualifications • A good understanding of Word, Excel and Outlook are essential • Educated to degree standard is desirable, but not essential • Experience working with clients either face-to-face and/or over the phone • Existing experience in claims handling is desirable but not essential • An excellent standard of numeracy and literacy • Excellent communication skills are essential, both written and oral, in order to engage with other staff, introducers, especially customers and third parties • An energetic and enthusiastic approach to problem solving • Ability to demonstrate a level of initiative, common sense and a ‘can do’ attitude • Ability to be flexible and adaptable to new ideas and concepts • To be accurate and punctual at all times • Ability to work independently • Ability to persuade and influence Salary Anticipated salary is between £26,000 and £30,000, depending on previous experience and ability.