Staff 86Liverpool, 17 mi from Chorley
to such processes, keeping up to date with relevant industry legal changes.
To add value to the business through consistent client relationship management, client database growth, and operational delivery.
Secondary Function
To support the Operations Manager...
Chester, 33 mi from Chorley
Role title: Part Time - Operations Support Manager (Job Share – Wednesday -Friday)
Location: Chester
This role operates on a job sharing basis, with responsibilities divided between two individuals. The Operations Support Managers will work...
Adlington, 3 mi from Chorley
roles, across our three UK operational sites.
We are therefore seeking to recruit an operational support administrator for our busy operations department based at our Adlington site in Cheshire.
Job Function:
The role is to join and support...
SupplyWellLiverpool, 17 mi from Chorley
Job Title: People & Operations Manager Location: Hybrid/Liverpool Hours: Full Time (35 hours per week) or part time (please detail when applying) permanent Salary: £40k Additional information: Pension scheme, 25 days holiday plus your birthday, plus...
QUAKER HOUGHTONManchester
Reporting into the European Fluidcare organisation and based in Trafford Park, Manchester.The main function is ensuring completeness and accuracy of procurement transactions for all Tier Two Fluids & Commodity Equipment Products, this includes managing and maintaining both the PAR & PIE pro...
UberEngland
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
UberEngland
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
Expleo Technology CareersPreston, 7 mi from Chorley
Expleo is a trusted partner for end-to-end, integrated engineering, quality services and management consulting for digital transformation. We help businesses harness unrelenting technological change to successfully deliver innovations that will help...
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Senior ifa administrator
Chorley | Permanent | £30,000 - £32,000/year | www.cv-library.co.uk |
SENIOR IFA ADMINISTRATOR
CHORLEY AREA / HYBRID WORKING ON OFFER
FREE ON-SITE PARKING
EXCELLENT BENEFITS
SALARY UP TO 32,000
NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate.
Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
This will be a busy and demanding role where the successful candidate will be responsible for the following;
" Point of contact for other assigned team members in relation to their day to day duties
" Support and monitoring for team's work tasks, deadlines and system/processes
" Providing guidance, training and support development to both new employees and greater team
" Reporting to the Operations Manager, updating them on teams training requirements and any potential issues
" Developing and enhancing relationships with advisers
" Preparing the documentation required for client meetings for example, but not limited to, regulatory documents, applications and provider literature
" Regular communication and updates to nominated adviser(s) ensuring the efficient conclusion of work related tasks
" Communication with clients, in either verbal or written format, providing updates and responses to any requests or queries which are unrelated to financial advice
" Handling of post to include updating advisers and client records, and completing any required actions
" Letter of Authority requests, ensuring all appropriate processes are followed within the quoted turnaround times
" Preparation of cases for Paraplanning, ensuring all required information is on file to enable completion of the recommendation report. Liaising with relevant departments to resolve any outstanding queries
" Submission and completion of new business cases adhering to the compliance and new business processing guidelines.
" Pipeline, ensuring all business is recorded and monitored through to completion, liaising with advisers, clients, provider and, where relevant GPs and Medical companies, and maintaining notes throughout for audit purposes
" Client Servicing to include accurate maintenance of client review dates, preparation of paperwork required for a review meeting for example portfolio valuation reports, annual costs and charges disclosure, regulatory documents, provider application forms/authorities and data capture documents
" Assisting the business as and when required in various tasks upon request
It is essential that candidates applying for this role have experience in a Financial Planning Firm along with an understanding of UK financial regulatory framework and legislation. You must have a demonstrated commitment to high professional ethical standards in a diverse workplace and the capability of operating in a fast paced and challenging environment.
This is an exciting opportunity for an ambitious and experienced Administrator to develop a truly exciting career.
Apply online or for more information please contact one of our specialist consultants quoting reference number: NJR 14683
CHORLEY AREA / HYBRID WORKING ON OFFER
FREE ON-SITE PARKING
EXCELLENT BENEFITS
SALARY UP TO 32,000
NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate.
Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
This will be a busy and demanding role where the successful candidate will be responsible for the following;
" Point of contact for other assigned team members in relation to their day to day duties
" Support and monitoring for team's work tasks, deadlines and system/processes
" Providing guidance, training and support development to both new employees and greater team
" Reporting to the Operations Manager, updating them on teams training requirements and any potential issues
" Developing and enhancing relationships with advisers
" Preparing the documentation required for client meetings for example, but not limited to, regulatory documents, applications and provider literature
" Regular communication and updates to nominated adviser(s) ensuring the efficient conclusion of work related tasks
" Communication with clients, in either verbal or written format, providing updates and responses to any requests or queries which are unrelated to financial advice
" Handling of post to include updating advisers and client records, and completing any required actions
" Letter of Authority requests, ensuring all appropriate processes are followed within the quoted turnaround times
" Preparation of cases for Paraplanning, ensuring all required information is on file to enable completion of the recommendation report. Liaising with relevant departments to resolve any outstanding queries
" Submission and completion of new business cases adhering to the compliance and new business processing guidelines.
" Pipeline, ensuring all business is recorded and monitored through to completion, liaising with advisers, clients, provider and, where relevant GPs and Medical companies, and maintaining notes throughout for audit purposes
" Client Servicing to include accurate maintenance of client review dates, preparation of paperwork required for a review meeting for example portfolio valuation reports, annual costs and charges disclosure, regulatory documents, provider application forms/authorities and data capture documents
" Assisting the business as and when required in various tasks upon request
It is essential that candidates applying for this role have experience in a Financial Planning Firm along with an understanding of UK financial regulatory framework and legislation. You must have a demonstrated commitment to high professional ethical standards in a diverse workplace and the capability of operating in a fast paced and challenging environment.
This is an exciting opportunity for an ambitious and experienced Administrator to develop a truly exciting career.
Apply online or for more information please contact one of our specialist consultants quoting reference number: NJR 14683
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