http://jobs.ftadviser.com/administrators.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5We are currently working with one of the UKs leading Wealth Management and Employee Benefits specialists who are looking to bolster their technical support function by recruiting experienced administrators to one of their new regional offices. Offering a genuinely consultative service and focusing on fee based financial planning, this forward thinking organisation has established itself at the forefront of a professional advice driven service in the UK. Through their stature and reputation, they have built an enviable and loyal client base while remaining extremely attractive to new enquiries. This is an exciting opportunity for technical support staff to gain greater responsibility and involvement in dealing with HNW individuals. Duties will revolve around providing the best possible support to IFAs, processing new business, providing valuations, liaising with providers and administering various schemes. Successful applicants will have prior experience of providing administrative support within an independent environment (preferably a wealth manager), whilst progression with qualifications will be viewed favourably, especially given the firm's focus on professional development. On this candidates will hold at least the first two papers of the Certificate in Financial Planning. In return the role offers a competitive basic salary and benefits package to attract the highest quality candidates. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=66229Thu, 29 Jul 2010 16:27:32 GMTProviding bespoke solutions in a host of areas such as benefits consulting, HRO and investment consulting, this firm is a global leader in the professional services market. A requirement for an experienced Flexible Benefits Administrator has arisen to be based in the Surrey office. It will be your role to provide a consistently high standard of administration service to a portfolio of commercial and corporate clients in relation to Flexible Benefits Admin Schemes. Acting as a source of technical expertise for a client group you will have a detailed understanding and knowledge of all assigned client schemes. The successful individual will be responsible for project managing major client tasks such as implementations, renewals and benefit changes. Previous experience within a flexible benefits administration role is required and you will be expected to possess a good understanding of the benefits available within each scheme for which you are responsible plus an understanding of the overall structure within which those benefits are being provided. Applicants will be fully FPC qualified or equivalent as a prerequisite. Basic up to £25k with a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66226Thu, 29 Jul 2010 15:45:26 GMTAs a Pensions administrator you will be responsible for performing various administration tasks including handling of new entrants, leavers, retirements, transfers. Duties will include, updating relevant pension administration databases and systems, Logging and scanning post/correspondence, Developing a basic knowledge and awareness of their clients and associated schemes. To be considered previous office based experience within financial services or pensions, able to demonstrate a basic awareness and/or knowledge of pensions industry, Maths and English GCSE or equivalent qualification - minimum grade B.http://jobs.ftadviser.com/job-detail.aspx?id=66199Thu, 29 Jul 2010 15:22:21 GMTThe role of the International Healthcare Administrator is to provide administration and support to clients and Sales Advisors. Main accountabilities will include: Support in the administration and transfer of new business cases through to the renewals team, Requesting and checking quotations from insurers, Liaising with clients and insurers to ensure accurate administration of new business cases. Manage and Co-ordinates support activities associated with sales campaigns. To be considered you must have experience ideally within Employee Benefits, risk and healthcare. Proven organisational skills, Excellent communication and negotiation skills. Salary up to £25,000 with a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66198Thu, 29 Jul 2010 15:20:29 GMTFlexible Benefits Administrator London £23,000-£25,000 + generous benefits package Fantastic opportunity for a Flex Administrator to join this Employee Benefit and Reward Consultancy based in London. You will be required to deliver a Flex Administration service that is market leading, quality focussed, profitable, innovative and supports the goals of this well established organisation. Working within a team of administrators to provide an operational frame work that supports the day to day running and future growth of the flex department and the wider business. Main responsibilities will include maintaining the underlying Flex database records so that they are current and up to date, process monthly leavers, joiners and changes in a timely fashion and run, according to agreed timetables, the monthly reports necessary to enable provider records to be kept up to date and for client payrolls to be processed on time. To be considered you will have previous Flexible Benefits administration experience, be proactive and able to work on your own initiative. Good verbal and written skills are essential for this role and you must be confident with the client-facing aspects of the role. A generous basic salary of between £23,000 - £25,000 is on offer depending on experience plus a very generous benefits package some of which can be used to increase salary.http://jobs.ftadviser.com/job-detail.aspx?id=66179Thu, 29 Jul 2010 14:55:30 GMTFlexible Benefits Administrator – Online Benefits Provider London Up to £27,000 + full benefits package With their head office based in a prestigious London location, this online flexible benefits technology provider and consulting firm offer both online and offline employee benefit solutions to employers of all sizes. With a combination of communications consultancy procurement services and leading web technology, they offer solutions enabling companies to revolutionise the way they run their employee benefit programmes. Due to immense growth in this sector, they now require an Employee Benefits Administrator to join their team. Responsible for providing a consistently high standard of administration services to a portfolio of clients in relation to benefit admin schemes, you will be a source of technical expertise for the firm’s clients. With a detailed knowledge of all client schemes and plan, it will be your responsibility to agree and deliver the monthly processing and annual enrolment processing with the client. Supporting your client team members to ensure agreed client service levels are met, you will follow processes, procedures and controls, including peer review, in order to maintain appropriate levels of communication with your clients. A strong working knowledge of employee benefits (with ideally flex) is imperative for this role and previous use of Access software would be advantageous. It is essential for candidates to have experience of data manipulation and a proven track record of dealing with stakeholders at all levels. Experienced at using MS Excel, with excellent verbal, written and interpersonal skills, you will be able to prioritise tasks and work to fixed deadlines. Accuracy and attention to detail are also imperative, with the ability to understand technical issues.http://jobs.ftadviser.com/job-detail.aspx?id=66175Thu, 29 Jul 2010 14:48:59 GMTFinancial Services Administrator London Circa £25,000 Supporting a team of Consultants in managing the day to day affairs of clients you will handle and resolve queries relating to both new and existing business. Additionally you will liaise between colleagues, product providers and clients, assist in the checking and issuing of client valuations as well as create and maintain client files and records both electronically and in paper form. To be considered you will be competent in Windows packages including 1st Software, Hindsight, Exchange, and Microsoft Word, PowerPoint and Excel as well as be studying towards FPC or similar. You will be currently employed within an administration role dealing with Investments, Pensions and Financial Planning. Additionally you will have excellent planning and organising skills, be able to manage multiple tasks effectively, prioritise own workload to meet both the Client and Consultant needs and have strong written and oral communication skills.http://jobs.ftadviser.com/job-detail.aspx?id=66170Thu, 29 Jul 2010 14:44:10 GMTSales Support Administrator Essex £18,000 - £21,000 6 month contract opportunity for a Sales Support Administrator to perform various centralised administration activities and support a team. Duties will include preparing management information packs, recording data and uploading onto Advisor Office and supporting a team. To be considered you must have experience of working in a financial services environment, be able to use Adviser Office (1st Software) and have a minimum of Maths and English GCSE or equivalent grade C and above. Additionally you will be able to demonstrate an ability to meet deadlines on a regular basis, understand the obligation this firm has to its clients and the FSA, including TCF commitments plus a full understanding of internal administrative procedures and how they help achieve regulatory commitments.http://jobs.ftadviser.com/job-detail.aspx?id=66168Thu, 29 Jul 2010 14:43:54 GMTAdviser Support – Financial Services London £24,000 This top 50 chartered accountancy firm with offices across the UK is a leading authority providing tailor-made holistic financial advice to both individual and corporate clients. Looking to recruit a Sales Support Administrator to join their team in London. You will be required to keep track of a large number of financial planning tasks, be able to prioritise work effectively for all the Financial Planners and produce the same high quality of work for all team members. To be considered you will be highly competent numerically and highly accurate whenever presenting any numerical information, understand basic statistical information, particularly in relation to performance information: quartiles, volatility, percentage growth figures etc. You must be Qualified to FPC level and have used 1st Software as well as been in a support role within Financial Services previously. The salary will be a maximum of £24,000 depending on experience + 4 x DIS, Stakeholder pension plus various salary sacrifice benefits.http://jobs.ftadviser.com/job-detail.aspx?id=66163Thu, 29 Jul 2010 14:40:29 GMTClient Administrator – Birmingham - £20,000 A fantastic opportunity to join a Leading Global organisation. Our client is a leading force within the Financial Service Industry, providing a first class, trusted service to their corporate clients. Due to their continued success they are seeking a highly professional and experienced Client Administrator to work across both risk products (life assurance, income protection, critical illness etc) and private medical arrangements. You will provide administration and analytical support to consultants to ensure the retention and development of Health & Benefits clients Provide quality administration support to clients with regard the transactional elements of their Health & Benefits scheme Assistant in the retention and development of existing clients, and the identification and development of new clients and renewal of allocated clients To be successful you will display a strong client focus and have excellent administration skills You must have experience of working with Group Risk Products and Employee Benefits You should have excellent written and verbal communication You will be numerate and confident in the use and interpretation of data and have excellent Word and Excel skills You will be a team worker and show prioritising and organisational skills Footnote: If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=66160Thu, 29 Jul 2010 13:39:17 GMTFlexible Benefits Administrator London £23,000-£25,000 + generous benefits package Fantastic opportunity for a Flex Administrator to join this Employee Benefit and Reward Consultancy based in London. You will be required to deliver a Flex Administration service that is market leading, quality focussed, profitable, innovative and supports the goals of this well established organisation. Working within a team of administrators to provide an operational frame work that supports the day to day running and future growth of the flex department and the wider business. Main responsibilities will include maintaining the underlying Flex database records so that they are current and up to date, process monthly leavers, joiners and changes in a timely fashion and run, according to agreed timetables, the monthly reports necessary to enable provider records to be kept up to date and for client payrolls to be processed on time. To be considered you will have previous Flexible Benefits administration experience, be proactive and able to work on your own initiative. Good verbal and written skills are essential for this role and you must be confident with the client-facing aspects of the role. A generous basic salary of between £23,000 - £25,000 is on offer depending on experience plus a very generous benefits package some of which can be used to increase salary.http://jobs.ftadviser.com/job-detail.aspx?id=66075Wed, 28 Jul 2010 15:22:47 GMTFlexible Benefits Administrator – Online Benefits Provider London Up to £27,000 + full benefits package With their head office based in a prestigious London location, this online flexible benefits technology provider and consulting firm offer both online and offline employee benefit solutions to employers of all sizes. With a combination of communications consultancy procurement services and leading web technology, they offer solutions enabling companies to revolutionise the way they run their employee benefit programmes. Due to immense growth in this sector, they now require an Employee Benefits Administrator to join their team. Responsible for providing a consistently high standard of administration services to a portfolio of clients in relation to benefit admin schemes, you will be a source of technical expertise for the firm’s clients. With a detailed knowledge of all client schemes and plan, it will be your responsibility to agree and deliver the monthly processing and annual enrolment processing with the client. Supporting your client team members to ensure agreed client service levels are met, you will follow processes, procedures and controls, including peer review, in order to maintain appropriate levels of communication with your clients. A strong working knowledge of employee benefits (with ideally flex) is imperative for this role and previous use of Access software would be advantageous. It is essential for candidates to have experience of data manipulation and a proven track record of dealing with stakeholders at all levels. Experienced at using MS Excel, with excellent verbal, written and interpersonal skills, you will be able to prioritise tasks and work to fixed deadlines. Accuracy and attention to detail are also imperative, with the ability to understand technical issues.http://jobs.ftadviser.com/job-detail.aspx?id=66068Wed, 28 Jul 2010 15:20:58 GMTSales Support Administrator Essex £18,000 - £21,000 6 month contract opportunity for a Sales Support Administrator to perform various centralised administration activities and support a team. Duties will include preparing management information packs, recording data and uploading onto Advisor Office and supporting a team. To be considered you must have experience of working in a financial services environment, be able to use Adviser Office (1st Software) and have a minimum of Maths and English GCSE or equivalent grade C and above. Additionally you will be able to demonstrate an ability to meet deadlines on a regular basis, understand the obligation this firm has to its clients and the FSA, including TCF commitments plus a full understanding of internal administrative procedures and how they help achieve regulatory commitments.http://jobs.ftadviser.com/job-detail.aspx?id=66065Wed, 28 Jul 2010 15:14:45 GMTFinancial Services Administrator London Circa £25,000 Supporting a team of Consultants in managing the day to day affairs of clients you will handle and resolve queries relating to both new and existing business. Additionally you will liaise between colleagues, product providers and clients, assist in the checking and issuing of client valuations as well as create and maintain client files and records both electronically and in paper form. To be considered you will be competent in Windows packages including 1st Software, Hindsight, Exchange, and Microsoft Word, PowerPoint and Excel as well as be studying towards FPC or similar. You will be currently employed within an administration role dealing with Investments, Pensions and Financial Planning. Additionally you will have excellent planning and organising skills, be able to manage multiple tasks effectively, prioritise own workload to meet both the Client and Consultant needs and have strong written and oral communication skills.http://jobs.ftadviser.com/job-detail.aspx?id=66063Wed, 28 Jul 2010 15:14:41 GMTAdviser Support – Financial Services London £24,000 This top 50 chartered accountancy firm with offices across the UK is a leading authority providing tailor-made holistic financial advice to both individual and corporate clients. Looking to recruit a Sales Support Administrator to join their team in London. You will be required to keep track of a large number of financial planning tasks, be able to prioritise work effectively for all the Financial Planners and produce the same high quality of work for all team members. To be considered you will be highly competent numerically and highly accurate whenever presenting any numerical information, understand basic statistical information, particularly in relation to performance information: quartiles, volatility, percentage growth figures etc. You must be Qualified to FPC level and have used 1st Software as well as been in a support role within Financial Services previously. The salary will be a maximum of £24,000 depending on experience + 4 x DIS, Stakeholder pension plus various salary sacrifice benefits.http://jobs.ftadviser.com/job-detail.aspx?id=66060Wed, 28 Jul 2010 15:06:06 GMTAs a SSAS Administration professional you will be responsible for providing an administration service to a portfolio of schemes. This will include the delivery of technical information as well as dealing with clients, banks, investment companies and Solicitors etc, providing annual scheme reviews and valuations. Already experienced in the administration of SIPP and/or SSAS arrangements this market leading employer is seeking someone who possesses good organization and communication skills together with, ideally, the FPC or CF exams. In return you can expect an excellent basic salary and benefits package coupled with ongoing training, development and progression.http://jobs.ftadviser.com/job-detail.aspx?id=66055Wed, 28 Jul 2010 11:57:48 GMTWe are currently working with an established IFA who has strong links to a professional practice. Enjoying an outstanding reputation with high value clients in the region, this forward thinking organisation is currently looking to recruit an experienced IFA administrator in Evesham. The role will encompass a full range of support services including new business processing, valuations and illustrations while requiring a flexible approach to further responsibilities as and when required. The main focus of the business is providing bespoke financial planning to wealthy clients. Therefore it is imperative that applicants have a background providing administration support in the independent arena, as well as having a strong understanding of the pension, investment and protection markets. Candidates will also hold or be progressing with the Certificate in Financial Planning (or FPC equivalent). Offering an attractive salary and benefits package along with training and genuine career development prospects; this is an exciting opportunity to work within a highly professional environment for a very well established brand. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=66047Tue, 27 Jul 2010 16:52:29 GMTSenior Investment Analyst Up to £70,000 basic salary Berkshire & London This leading asset management business pride themselves in delivering excellence and fund performance using a combination of state of the art technology managed by the competence of their investment team personnel. Due to expansion, the opportunity has arisen for a Senior Investment Analyst / Client Proposition Specialist to join the office in Berkshire. Working alongside the overall Head of Investment Management, this is an instrumental role within the investment division whereby it will be your responsibility to set out the overall client proposition strategy through a mix of ongoing research into existing funds and undertaking research initiatives into new funds on both a qualitative and quantitative basis. You will be the focal point for fund manager selection through attending fund manager meetings and reporting your findings. Bringing everything outlined above together, you will be very hands on for the selection and blending of investments, the trades and costs involved and overall performance. Also worth mentioning is that you will assist and encourage the development of junior team members and so an element of mentoring will form part of the role. Successful applicants are likely to be working for a leading fund management group in a similar role. You will have broad investment knowledge across different asset classes, both prive client and institutional focused, so it is highly likely you will hold IMC. It is likely you will have achieved or are studying towards CFA. Ideally, you will have experience with lipper portfolio manager / market terminal or equivalent. Basic salary is up to £70,000 basic salary in addition to excellent company benefits and a performance and team related bonus scheme.http://jobs.ftadviser.com/job-detail.aspx?id=66023Tue, 27 Jul 2010 16:25:31 GMTFixed Income Analyst £40,000 - £60,000 basic plus benefits & bonus London This award winning leading firm of wealth managers and investment managers are in expansion mode, and currently looking for a Fixed Income Analyst to join their team based in their prestigious offices in London. Working with the team of portfolio managers, the analyst specialises in carrying out due diligence on prospective and current fund managers. This entails both qualitative and quantitative research, leading to a selection of funds for their discretionary and advisory portfolios, and fund of fund products. In addition to this, the analyst will support the portfolio managers in the day to day management of client portfolios through risk analysis and manager strategy and suggesting actions to the Investment Committee. On the client relationship management side, this role will require the analyst to input into the production of client reports and client advice. Successful candidates will have previous experience as an analyst/ manager researcher within this sector for a UK based organisation and eligible to work in the UK. You will ideally be educated to degree level (or equivalent). Professionally, you will hold relevant investment qualifications, ideally CFA or equivalent, although the firm have an excellent policy on supporting professional studies. Basic salary is negotiable depending on the individual, although not likely to exceed £60,000 basic and the package also includes generous benefits and a performance related bonus.http://jobs.ftadviser.com/job-detail.aspx?id=66005Tue, 27 Jul 2010 16:06:15 GMTMy client is a prestigious pension’s consultancy who is keen to expand their SSAS Administration team. The practice offering pensions, investments and trustee advice to some of the UK’s wealthiest clients. Candidates must be experienced within SSAS Administration and have a good understanding of policies and processes. The environment is exciting and would welcome a team player who is keen to progress their career within a top end pensions consultancy Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65994Tue, 27 Jul 2010 11:58:27 GMTMy client are a boutique fee based financial planning practice who have built an excellent reputation based on gaining trust from clients by delivering an outstanding service. The practice is ready to grow and is looking to add an IFA Administrator to the Administration Team, a team player who has experience of working within the IFA environment providing administration support. - handling client and provider correspondence - obtaining valuations - liaising with clients - policy processing This is a forward thinking practice who use WRAP platforms including Transact and CoFunds and the back office system JCS – experience using these platforms would be advantageous. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65991Tue, 27 Jul 2010 11:56:03 GMTAs impartial fee based advisers this independent firm of advisors pride themselves on providing expert high quality financial advice to clients who would be classed as high net worth. An oppotunity is available for a professional individual to join the business and report directly in to the office manager and process new business administration. The successful candidate will support Financial Planners with all aspects of sales support within HNW and UHNW clients. You will be able to communicate professionally with clients both verbal and written and be a strong administrator focussed on gaining additional qualifications. You will CF 1 & 2 and have worked within an IFA organisation for a minimum of 12 months Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65990Tue, 27 Jul 2010 11:56:03 GMTMy client are a prestigious financial services practice working with some of the regions wealthiest clients, we have been retained by the business in their search for an IFA Administrator. The ideal candidate will have experience of using 1st Advisor Office - this is not essential however experience of providing administration within an IFA practice is. You will be a team player and have responsibility for administering client files, obtaining fund and investment valuation and managing the database. This is an excellent opportunity for an IFA Administrator/Sales Support to join a practice that will invest in their long term future to becoming a Paraplanner. Please contact Sunny Everton on 08453 701007 for an informal discussion or e-mail your CV to sunny.everton@idexrecruitment.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65987Tue, 27 Jul 2010 11:55:03 GMTMy client is keen to speak with experienced SIPP Administrators with the opportunity to join a thriving team in Leicester. The role will involve managing a portfolio of clients and being the first point of contact for any changes or queries regarding the schemes. - dealing with clients, IFAs, investment companies and other 3rd parties via telephone or e-mail - Providing annual scheme reviews and valuations - Invoicing clients in accordance with company fee shedueles - Dealing with loan back applications and coordinating security requirements As a business they are keen to invest in peoples future by offering the chance to studying professional qualifications. An excellent basic package is available which is be dependent on candidates skill levels and experience. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65986Tue, 27 Jul 2010 11:54:48 GMTMy client is keen to speak with experienced SSAS Administrators with the opportunity to join a thriving team in Leicester. The role will involve managing a portfolio of clients and being the first point of contact for any changes or queries regarding the schemes. - dealing with clients, IFAs, investment companies and other 3rd parties via telephone or e-mail - Providing annual scheme reviews and valuations - Invoicing clients in accordance with company fee schedules - Dealing with loan back applications and coordinating security requirements As a business they are keen to invest in peoples future by offering the chance to studying professional qualifications. An excellent basic package is available which is be dependent on candidates skill levels and experience. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65985Tue, 27 Jul 2010 11:54:33 GMTMy client is a small boutique IFA practice who has an excellent client base which is made up of HNW business owners and investors; this is continually growing with new referrals and introductions. They are seeking an IFA Administrator to provide technical support for the office and Paraplanner. The individual must be able with I.T and have a good understanding of IFA administration for private clients. The business is keen to support the individual with studying towards professional qualification as this will benefit not only the person but the business as a whole. Long term the opportunity will grow for this individual to move into Paraplanning and become a leading figure in the support unit. You must be keen to work in a team environment and be able to deal with HNW comfortably. A package will be put together for the right individual and parking is available on site. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65968Tue, 27 Jul 2010 11:48:08 GMTWe are working with a business who are a quality fee based IFA who have a discretionary investment offering and deal predominantly HNW clients and investors. The business is the leader of wealth planning across the UK and is continuing to grow with the acquisition of the markets leading talent. As a way of offering their clients a more in depth and quality focussed service they are keen to acquire the services of an IFA Administrator to provide support to the Paraplanners and Advisers. The role provides the opportunity to work towards becoming a Paraplanner. The package will negotiable and offers a leading employee benefits package. A career opportunity which is no doubt one of the most attractive in the market place. You must be CF1 qualified or equivalent and possess at experience working in an IFA practice providing IFA Administrator support. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65954Tue, 27 Jul 2010 11:45:17 GMTMy Client is currently looking for a Sales Support Administrator to join their team in Manchester City Centre. This is an exciting opportunity to join a leading IFA practice and provide senior level pre sales support to the Financial Advisers Duties will include: Obtain information and quotations required by Financial Advisers to enable them to research the client’s needs prior to recommendations, as and when required. Assist Adviser Support staff to learn and undertake processes Process new business from submission to completion Deal with client queries Liaise with Financial Advisers and colleagues working with them closely to understand clients, work loads etc. Prepare valuations and reports and assist Adviser Support staff where required. Prepare renewal information Keep Financial Advisers up to date with relevant information relating to client issues. Provide ad-hoc training and guidance for less experienced support staff where required Attend client meetings with or on behalf of Advisers on request Deputise for Regional Administration Manager on request and in their absence Full FPC/CF is essential Knowledge of 1st Software would be an advantage For more information please contact Graeme Hyland on 07896 933 622 or email Graeme.hyland@idexrecruitment.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65933Tue, 27 Jul 2010 11:14:47 GMTOur client is currently looking for an experienced Pensions Administrator to join their team in Manchester City Centre. Working in the administration team the successful candidate will be involved in administering both defined benefit, defined contribution, hybrid and CARE pension schemes. You will also be responsible for the timely and accurate administration of client schemes, liaise with Clients as required and provide an efficient service to agreed service standards The successful candidate will need to be an experienced Pensions Administrator and have experience in dealing with leavers and transfers, dealing with investment/client money, preparing benefit statements, carrying out manual calculations. Knowledge of Profund would also be advantageous. Our Client will support you in studying towards the QPA / PMI qualifications, and you will have the opportunity to develop communication skills, team-working skills and technical skills. This is a fantastic opportunity with a large multi-national corporation which offer great benefits. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65925Tue, 27 Jul 2010 11:08:34 GMTMy client is currently looking for 2 experienced Pensions Administrators to join their team in Manchester City Centre. The Role • Maintain scheme / member databases • Prepare data to be passed to investment managers • Calculate benefits for members of the scheme both manually and using the administration system and referencing administration guides / processes • Prepare correspondence for issue to members and other client representatives • Ensure all work is completed accurately and well presented to assist checking / authorising • Work within specified timescales laid down in service contracts • Identify / escalate complaints, potential issues or suggestions to the Team Leader The Candidate • Be numerate • Have good knowledge of relevant computer systems (Profund, Excel, Word) • Have experience of pension scheme administration tasks • Be competent in the administration of final salary, hybrid and money purchase schemes • Show attention to detail in own work • Have good written and verbal communication and telephone skills • Team player • Well organised Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65918Tue, 27 Jul 2010 11:02:50 GMTMy client is currently looking for 2 Senior Pensions Administrators to join their team in Manchester City Centre. The Role • To provide technical assistance to team members, answering technical queries from others on the team and internal or external clients. • Deal with difficult case work and a portfolio of key clients, owning unresolved issues of a technical nature, referring them when appropriate • Maintain scheme / member databases • Prepare data to be passed to investment managers • Calculate benefits for members of the scheme both manually and using the administration system and referencing administration guides / processes • Prepare correspondence for issue to members and other client representatives • Ensure all work is completed accurately and well presented to assist checking / authorising • Work within specified timescales laid down in service contracts • Identify / escalate complaints, potential issues or suggestions to the Team Leader The Candidate • Be numerate • Have good knowledge of relevant computer systems (Profund, Excel, Word) • Have experience of pension scheme administration tasks • Be competent in the administration of final salary, hybrid and money purchase • Well established written, verbal and interpersonal skills • 5 GCSE's - grade C and above, including English and Maths • Extensive pensions related experience/working within a client service environment schemes • Show attention to detail in own work • Have good written and verbal communication and telephone skills • Team player • Well organised For more information please contact Graeme Hyland on 07896 966 622 or email Graeme.hyland@idexrecruitment.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65914Tue, 27 Jul 2010 11:01:21 GMTMy client is a highly respected firm of HNW Advisors based in Sale, Manchester. Due to maternity they are currently looking for an experienced IFA Administrator to join their team in Manchester on a 9 month maternity cover contract. DUTIES • First point of telephone contact for client/provider enquiries • Supporting the advisors and other members of staff • Maintaining client records on 1st Software (the client database) and keeping paper files in good order • Preparing online quotes for various product types • Processing investment sales/purchases ensuring the database and clients are kept up to date and seeing transactions through to completion • Entering commission on transactions • Completion and collation of enclosures for suitability letters/investment reports • Online submissions of life, pension and investment products • Working to deadlines • Compliance THE CANDIDATES • The successful candidates will be part FPC/CF qualified and willing to study further. • Candidates from IFA practices and Life companies will only be considered and experience in dealing with IFA's on a day to day basis is a necessity. • Knowledge of 1st software would be an advantage but not essential. The annual salary will be between £20,000 and £23,000 prorated for the 9 month contract. For further information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecreuitment.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65913Tue, 27 Jul 2010 11:01:21 GMTOur client are a local firmof financial planners who have been established for over 20years. They currently require an IFA administrator to join their business and join their team of 8 administrators. You will work alongside paraplanners and IFA's and be responsible for pre and post sales new business administration. Our client seek a CF1 qualified individual with a keen eye for detail that is able to work well in a team or on their own. In return you will receive an excellent basic salary and full study support for additional qualifications. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65874Tue, 27 Jul 2010 10:38:57 GMTA leading firm of financial planners our client have been in business for over 20 years offering fee based financial advice to HNW clients. They currently seek a polished and professional individual to join the business and work as an administrator supporting 3 IFA's. The successful candidate will be offered long term career prospects in the business once established and full training and development to a more technical back office role or sales should they wish. The position will involve all pre and post sales new business administration in pensions investments and savings, liasing with clients and deal with 3rd parties. The ideal candidate will hold CF1 or equivalent and be a highly motivated professional and articulate individual. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65871Tue, 27 Jul 2010 10:38:13 GMTIFA Administrator – Evesham – Up to £18k An excellent opportunity is available for an experienced IFA Administrator to join an expanding specialist practice who specialise in investments and pensions. You will work as part of the support team in the busy office You must have experience working on investments and pensions within an IFA practice The ideal candidate will hold CFP3 or similar qualifications You will have a strong knowledge of Microsoft Office software and Adviser Office, or similar back office software. You should be pro-active and well organised in your work, a good communicator with an eye for detail, a good telephone manner and the ability to pick up new skills. You will be confident and personable around clients and colleagues, work well as part of a team and be looking for a long-term career move. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65868Tue, 27 Jul 2010 10:38:07 GMTProviding bespoke solutions in a host of areas such as benefits consulting, HRO and investment consulting, this firm is a global leader in the professional services market. A requirement for an experienced Flexible Benefits Administrator has arisen to be based in the Surrey office. It will be your role to provide a consistently high standard of administration service to a portfolio of commercial and corporate clients in relation to Flexible Benefits Admin Schemes. Acting as a source of technical expertise for a client group you will have a detailed understanding and knowledge of all assigned client schemes. The successful individual will be responsible for project managing major client tasks such as implementations, renewals and benefit changes. Previous experience within a flexible benefits administration role is required and you will be expected to possess a good understanding of the benefits available within each scheme for which you are responsible plus an understanding of the overall structure within which those benefits are being provided. Applicants will be fully FPC qualified or equivalent as a prerequisite. Basic up to £25k with a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=65800Mon, 26 Jul 2010 16:08:28 GMTThe role of the International Healthcare Administrator is to provide administration and support to clients and Sales Advisors. Main accountabilities will include: Support in the administration and transfer of new business cases through to the renewals team, Requesting and checking quotations from insurers, Liaising with clients and insurers to ensure accurate administration of new business cases. Manage and Co-ordinates support activities associated with sales campaigns. To be considered you must have experience ideally within Employee Benefits, risk and healthcare. Proven organisational skills, Excellent communication and negotiation skills. Salary up to £25,000 with a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=65765Mon, 26 Jul 2010 15:30:18 GMTAs a Pensions administrator you will be responsible for performing various administration tasks including handling of new entrants, leavers, retirements, transfers. Duties will include, updating relevant pension administration databases and systems, Logging and scanning post/correspondence, Developing a basic knowledge and awareness of their clients and associated schemes. To be considered previous office based experience within financial services or pensions, able to demonstrate a basic awareness and/or knowledge of pensions industry, Maths and English GCSE or equivalent qualification - minimum grade B.http://jobs.ftadviser.com/job-detail.aspx?id=65764Mon, 26 Jul 2010 15:30:17 GMTMy client who is one of Yorkshires more prominent firms of Independent Financial Advisors is looking to add a trainee administrator to their Yorkshire offices. You will be working closely with with more experienced members of the team dealing with all the admin duties from the advisors, dealing with new business quotations, liasing with life companies, processing applications and general day to day office duties. The company has their own in-house training academy and you would be expected to study for the profession qualifications within Financial Services, thus enabling you to gain further experience and salaries as you pass these. This is an excellent opportunity for someone who enjoys working in a busy and challenging environment, and aims to prove themselves through training and development. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65757Mon, 26 Jul 2010 15:23:04 GMTA regional IFA practice is now looking to recruit an experienced Financial services administrator to work from their Leeds office. You will be working alongside a very busy independent financial advisor and one Paraplanner performing varied duties on a daily basis including processing new business, valuations, putting together information packs for clients and general day to day duties in the office. Previous experience of working in an IFA practice is preferable together with CF qualifications. Hours of work are either 8.30am - 5pm or 9am - 5.30pm Monday to Friday with one hour for lunch. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65746Mon, 26 Jul 2010 11:00:48 GMTThe Tenet Group, the UK’s largest independently owned IFA group, is currently looking to appoint a Research Assistant to support our Technical and Research Officers based in our Andover office. As a driving force in the financial services industry we offer our clients robust and professional support services and partnership in an ever changing market place. The main duties and responsibilities of this role are as follows: • Assisting the Group Research & Technical Team in their general duties of product analysis, dissemination of research information providing technical support to the IFA Clients • Manning the telephone helpdesk assisting with IFA technical enquiries across a wide range of generic and product areas • Liaison with product providers to ensure up to date information is held and distributed to the our Clients • Assist in product analysis and review • Provide support to IFA Clients and other internal departments, particularly in the areas of pensions and investments This role requires an individual who can demonstrate the following skills, experience and competencies: • Work experience as a Paraplanner, Sales Support Assistant or as an Adviser (ideally in IFA environment) • FPC/Equivalent - Progress towards the Diploma would be advantageous • Strong IT Skills – including Excel • Excellent telephone manner • Strong interpersonal/communication skills • Current knowledge of the FS Industry – products and regulation This role offers a competitive salary and the opportunity to join a market leader. To apply please forward your cv and covering letter to Joanne McPherson at the Tenet Group.http://jobs.ftadviser.com/job-detail.aspx?id=65739Fri, 23 Jul 2010 16:40:27 GMTFee Based financial planning practice based in North West London requires an administrator to assist 2 advisers in order to assist with meeting clients financial objectives. You will be maintaining and developing the support, administration and compliance functions of the financial practise. You must have previous experience working within and administration role within financial planning with a good understanding of compliance and ideally you will have utilised 1st Software Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65736Fri, 23 Jul 2010 16:28:07 GMTOur client is a leading Wealth Management company with client assets of over £150bn globally. It serves affluent, high net worth and intermediary clients worldwide, providing international and private banking. The UK Private Banking team is now looking to recruit an Executive Administrator in the Leeds area. The Private Banking Executive will provide exceptional service to clients and provide support to the Private Bankers. Key responsibilities will include acting as the main point of contact for a portfolio of clients and dealing with day-to-day administration. Preparation of of 'non-advice' letters and ad-hoc reports. Providing a Sales Support service to the Private Bankers and attending meetings to observe/take notes, annual client reviews etc. All duties to be carried out whilst adhering to compliance and delivered in a risk controlled way. Candidates must have a sound knowledge of banking and operational procedures, plus lending and understanding of security requirements. You will also have an understanding of markets and regulatory awareness. Candidates must have strong Administration skills with the ability to work under pressure and multitask. Ideally you will have an understanding of risk and control frameworks and procedures. Also, ideally with an understanding of Wealth products, organisations, providers etc. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65734Fri, 23 Jul 2010 16:24:41 GMTExcellent opportunity for an experienced Financial Services Sales Support Administrator to join an IFA practice based in Cheshire. The ideal candidate will be required to provide a high quality administration and support service to clients, paraplanning staff and other team members. You must be able to demonstrate a consistent advancement in product knowledge, research ability, commercial awareness and compliance. Full support role encompassing new business processing and submission, obtaining of illustrations, liaising with insurance companies, obtaining fund performance information together with other miscellaneous and adhoc duties. Progression towards FPC/CFP desirable together with a proven track record in this sector essential. Realistic career progression available to the successful candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65733Fri, 23 Jul 2010 16:20:12 GMTMy client are a medium sized financial planning practice who are growing due to consistent levels of business and now require an IFA Administrator to work in the Sales Support unit based in Aylesbury. The business is looking for an individual who has drive and ambition to progress and study towards further financial qualifications. The role will be to provide a comprehensive IFA Administration service to a team of Paraplanners and IFAs including new business processing, commissions, drafting reason whys and suitability letters, provider and client liaison and various other duties. An opportunity will be available for the individual to progress to becoming more responsible and move into a Paraplanning role with the support of the business. A basic package of up to £22,000 is on offer as well an excellent career with a high quality IFA practice. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65730Fri, 23 Jul 2010 14:14:56 GMTA boutique and high quality financial planning practice who offer clients fee based financial planning are looking for an IFA Administrator who is keen to be invested into long term. The practice works predominantly with HNW clients and investors and operates a life time financial planning model and do not carry out any transactional business. The role of the IFA Administrator will be to support Paraplanners and Consultants with all aspects of technical administration from cradle-to-grave. Applicants must have a minimum of 12 to 18 months experience of working within an IFA practice and have made progress towards becoming CFP qualified or equivalent. In return for your hard work and commitment the business is keen to offer a basic package up to £25,000 plus a range of benefits which includes DIS, BUPA, Gym and Pension plus more. The business is keen to progress the candidate through to becoming more qualified and technically able and completely support the obtaining of CFP and Diploma qualifications. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65729Fri, 23 Jul 2010 14:10:35 GMTOur client, a highly regarded National IFA practice offering professional, informed and independent financial services to HNW clients are in market for a Sales Support Administrator. Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions and Employee Benefits) i.e. requesting quotations and paperwork. You should ideally be working towards FPC/CeFA/CF qualifications and you should also have strong administrative ability proven in an existing IFA support environment.http://jobs.ftadviser.com/job-detail.aspx?id=65721Fri, 23 Jul 2010 11:18:04 GMTSales Support Surrey £23,000 to £25,000 A very progressive, successful, Independent Financial Adviser Practice is looking to recruit an additional administrator. The business specialises in pensions and investment advice to Private Clients predominantly in the Surrey area. Your duties will include updating client files and records, preparing illustrations and obtaining quotations, processing applications, telephone contact with clients and providers, and support with research. You should have experience of working in a sales support role, be IT literate and ideally, although not essential, have First Software experience. You should be FPC or CFP qualified (or equivalent) and be willing to progress with your studies and be organised and efficient. The company will provide an excellent learning environment with the possibility of true career development. Ref: 4026http://jobs.ftadviser.com/job-detail.aspx?id=61531Wed, 2 Jun 2010 13:16:53 GMTJob Description • Be the focal point for relationship managed clients. • Facilitate superior client service by proactively supporting portfolios of affluent clients and working with colleagues in other parts of the Group. • Be customer obsessive by exceeding customers’ expectations through quality and timeliness of service and by providing an excellent customer experience. • Identify, understand and help customers by competently and effectively dealing with customers’ changing needs. • Contribute towards achieving the overall goals of Private Banking and the Relationship Management channel. Requirements • Act as the first point of contact for clients, handling enquiries on a wide range of issues in a professional manner and with the appropriate degree of technical knowledge. • Undertake pro-active outbound calling in respect of sales and marketing initiatives in a compliant manner, providing customers with timely and accurate information to enable them to make informed decisions regarding their choice of products and services. • Support business development by identifying customers’ needs that generate high quality investment and banking leads to Relationship Managers • Ensure internal service standards and client needs are met in a compliant and timely manner and records are kept up to date. Ensure controls and procedures are adhered to at all times. Be authentic and demonstrate a passion for providing an excellent customer experience. • Maintain understanding and knowledge of the application of sales, marketing, credit and banking processes, relevant regulated and non-regulated products, services and procedures and reporting requirements, together with money laundering and compliance regulations • Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues in Relationship Banking and other parts of the Group Responsibilities Financial Management: • Kept Service reviews for the portfolio Relationship Manager • Referrals to 24/7 if portfolio RM cannot fulfil in a timely manner The Individual The successful candidate will have:- • Confidence in dealing with high net worth clients and/or influential people who make special demands • The ability to demonstrate courage to do the right things by understanding what ‘TCF’ means to you and your customers and delivering fair outcomes for customers in every interaction with them • An enthusiastic, proactive approach to work and accepts responsibility and ownership • Excellent planning and organising skills, with the ability to work to tight deadlines • Experience in supporting the team’s business development plans Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65572Tue, 20 Jul 2010 16:59:58 GMTDeliver superior quality support in providing relationship management to high net worth clients. • React to client queries and requests, conduct research and liaise with other areas of the Group to ensure effective delivery of client service while complying with regulatory requirements. • Be passionate about consistently delivering outstanding levels of service to ensure we exceed our clients’ expectations at all time. Requirements • Handle enquiries on a wide range of issues in a professional manner and with an appropriate degree of technical knowledge • Communicate professionally with stakeholders, responding to their needs and providing guidance when required • Ensure internal service standards and client needs are met in a compliant and timely manner and records are kept up to date. Ensure controls and procedures are adhered to at all times. Where complaints are received and / or errors found, ensure these are promptly resolved, put right and learned from. • Maintain understanding and knowledge of the application of sales, marketing, credit and banking processes, relevant regulated and non-regulated products, services and procedures and reporting requirements, together with money laundering and compliance regulations • Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues in Relationship Banking and other parts of the Group. • Be customer obsessive by exceeding customers’ expectations through quality and timeliness of service and by providing an excellent customer experience. The Individual The successful candidate will have:- • Confidence in dealing with high net worth clients and/or influential people who make special demands • An enthusiastic, proactive approach to work and accepts responsibility and ownership • Excellent planning and organising skills, with the ability to work to tight deadlines • The ability to demonstrate courage to do the right things by understanding what ‘TCF’ means to you and your customers and delivering fair outcomes for customers in every interaction with them Banking • A developed knowledge and understanding of Retail services and products • A good working understanding of regulatory requirements and financial markets Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65571Tue, 20 Jul 2010 16:58:26 GMT