http://jobs.ftadviser.com/administrators.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited52012: the year you joined the prudent revival? What will you make of this year? For most the answer is obscured by uncertainty, but to us it’s clear. In 2012 we’ll continue restoring the great tradition of Prudential financial advice. Our task opens up an uncommon opportunity: if you have the necessary qualities, we’d like you to join us. During the 20th Century The Man from the Pru became the trusted financial adviser for as many as one in three households in the UK. Times have changed but our values remain. And now, in a new age of uncertainty, we’re being overwhelmed by the call for Prudential to return to financial advice. Prudential Financial Planning is our response. We launched the service in 2011 and already, it’s been greeted with incredible warmth. So we begin 2012 with the best kind of challenge: how to supply the demand and honour so much goodwill among our customers. We’ve identified 200,000 priority customers, who need sound financial guidance as they approach retirement. And we’re looking to appoint individuals who can build relationships with these customers and provide the clarity, confidence and peace of mind they seek from Prudential. You will need the qualities necessary for building trust, with your clients: experience, wisdom, emotional intelligence and an entrepreneurial instinct, tempered by a strong sense of prudence. You must have a proven record of achievement and be qualified (or nearing qualification) at Diploma level at least. As an adviser (we call them Partners) of Prudential Financial Planning, you’ll be entrusted with a portfolio of high quality potential clients. You’ll have the advantage of our strong product range and arguably one of the most comprehensive and expertly managed multi-asset investment propositions available. You’ll receive all the support you’d expect from Prudential, including full training and professional development resources and a first class reward package. And you’ll join a team of experienced professionals with strong values and a true sense of purpose. Knowledge, Skills & Experience -Successful track record of delivering sales to HNW clients (evidenced by earnings and reports) -Qualified to QCF4 level or equivalent, with aspirations for chartered Financial Planner status.http://jobs.ftadviser.com/job-detail.aspx?id=100152Thu, 12 Jan 2012 11:49:03 GMTJob Summary: Reporting to the Manager (Operations) the role of the Senior Administrator (Installation) is to provide proactive sales support to the Client Relationship Managers (CRMs) and Specialists with the installation of new business/renewals for online and offline applications. In addition, the role requires effective coordination between different specialist areas of the business and back office functions and, importantly, to act as an interface between clients and the company in the new business process. Main Responsibilities & Accountabilities: Support the CRMs and Specialists with pre-sale work, including auto-enrolment, carrying out research and obtaining data from clients and providers. Accompany CRMs and Specialists on client visits to explain the installation process and establish an effective contact with the client. Liaise with Paraplanners, CRMs, Specialists and other areas of the business in support of the installation/new business process. Work closely with product providers to install the new scheme(s) and ensure a positive customer experience. Work with other areas of the business on specific projects in the migration of offline schemes Co-ordinate and oversee the implementation phase of projects according to the agreed schedule, liaising with the key internal and external project stakeholders Prepare benefit specifications for schemes to be loaded onto BenPal. Ensure that BenPal is configured in line with the client's requirements and within the scope of the system functionality Work closely with the Operations servicing team to ensure the smooth handover of information necessary for ongoing client administration and servicing. Ensure that the information is complete and meets business and FSA compliance requirements. Competent use of company workflow, time recording and income reporting systems Supervise the flow of information between the client and Operations, making sure the right people get the right information in a timely manner. Attend meetings of the Operations servicing teams as appropriate to provide updates on new clients and expected timescales. Advise the Manager (Operations) on a regular basis of any issues. To work closely with the Manager (Operations) to ensure that business directives are implemented on an efficient and timely basis. Provide Management Information and feedback to the Operations Management team in support of sales initiatives and take up rates. Keep abreast of technical issues. Support the CRMs and Specialists with the move from offline to online business. Experience, Capabilities & Education Requirements: Essential: Recognised Industry qualification or working towards/partial completion of Certificate in Financial Planning/Financial Planning Certificate or equivalent. Industry administration/technical experience. Employee Benefits knowledge. Competent in market specific products and knowledge of product providers. Strong written and verbal communication skills and the ability and desire to develop close relationships with clients and providers. Good time management and problem solving skills. Skilled in use of Word, Excel, database programs and data workflow systems at intermediate level or above. Strong interpersonal skills/influencing others. Able to work within a team and make a positive contribution. Able to work well with little supervision, take responsibility for own work and follow through to completion. Client service delivery; building client loyalty and satisfaction. Desirable: Full Employee Benefits knowledge Strong compliance awareness Good knowledge of current Employee Benefits legislation/Retail Distribution Review/Auto-enrolment Judgement and decision making Driving self to achieve goals Working towards the Diploma (QCA Level 4) qualification Experience of Benefit Platforms/Flex systems Qualifications/knowledge of project management software ie Microsoft Office/PRINCE 2 Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100777Thu, 2 Feb 2012 16:24:49 GMTJob definition: To provide an effective and efficient administration service to IFAs as required. Main Duties and Responsibilities: Complete all compliance administration associated with new business. Ensure new business submitted to the insurance company is fully completed and compliant. Ensure that all new business is input to our data base system accurately, including commission expectation. Monitor new business progress and chase outstanding documentation. Accurately check and issue Policy documents. Produce quotations as requested using The Exchange or other databases as required and requesting illustrations from providers. Complete all general correspondence as required ensuring that the IFA and clients are provided with an effective and efficient service. Produce client summaries as requested for new and existing clients within specified deadlines Advise product providers of changes of agency. Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider. Answer the telephone in a polite and professional manner. Liaise effectively with clients, product providers and IFAs. Provide any general information as requested by clients, IFAs or the management team. Assist other administrators/consultants as required/requested. To demonstrate awareness and practical application of the principles of TCF. Open and distribute incoming post. Undertake all general filing/scanning as pertaining to consultants and clients. General typing of correspondence. Co-ordination of IFAs diary, such as making appointments. Undertaking any other reasonable duties, as requested. Skills & Attributes: Organised. Able to prioritise work. Numerate. Accurate. Articulate and Communicative. IT Literate. Competent with Word, Excel and Outlook. Self Motivated. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100775Thu, 2 Feb 2012 16:20:15 GMTGraduate PMI Administrator One of the UK’s leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Healthcare team. The Graduate PMI Administrator will manage a portfolio of clients providing administration in relation to Healthcare work to include Private Medical Insurance, dental, travel, cash plans and employee assistance programs. In addition to this you will be preparing reports for adviser meetings, raising invoices and issuing to clients, preparing renewals for clients, issuing contracts and responding to general client/insurer queries. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. In return, this employer will ensure that your career is monitored, that you are developing your knowledge and skills and your hard work will be recognised and rewarded.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=100764Thu, 2 Feb 2012 11:30:16 GMT£17,000 to £20,000 Pro Rata Our client is seeking a Part Time Financial Services Administrator to work for one of there joint ventures in Leeds. You will provide administrative support to specified consultants and their clients To provide an administrative support function primarily in the area of personal financial planning, working with the other Administrators and Consultants utilising existing systems and technology To assist with obtaining quotations/Key Features documents from Product Providers To assist in new business processing for life, protection, pensions & investments To assist with the servicing of existing clients (renewals, reviews, valuations etc.) Maintain/update client files and computer records To assist with the organisation of work flows and file maintenance systems. General Office duties such as filing, photocopying, telephone work etc. To comply with office & regulatory procedures and provide exceptional standards of customer service To present a positive image in all dealings with clients, product providers and the public in general The role is 20 hours per week but it must be over 5 days so ideally 10am to 2pm or 10.30am to 2.30pm or 11am to 3pm Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100758Wed, 1 Feb 2012 13:23:50 GMTOur client is a large and trusted wealth management group who is currently recruiting for a Risk Benefit Administrator for the Leeds office on a 1 year fixed term contract. Purpose of the role: To proactively liaise with and provide a high level of administrative support to the Risk Benefit Consultant, ensuring clients receive an efficient service in all dealings with the Company. Objectives of the role: To provide high quality administration support to the Risk Benefits Team. Ensure client data is processed correctly and records are maintained in line with relevant legislation, regulatory and Company requirements. Communicate and liaise with insurance companies and other third parties in an assertive manner to manage completion of new business processing. Take responsibility for personal development to maintain and develop technical knowledge required in the performance of the role. Skills and Knowledge: Willing to qualify for CFP or its equivalent to keep abreast of technical and legislative changes within the pensions sector. Further study towards the Diploma qualification may also be required depending upon progression. Strong organisational skills. Strong communication skills, both written and verbal. Ability to organise self, work under pressure and adhere to strict deadlines. IT Literate, particularly Microsoft Word and Excel and any other operating system used (e.g. Profund, Foxpro, Advisor Office). General: To ensure that all meetings, enquiries and subsequent dealings with clients and other third parties are conducted in a professional manner and comply with the Company's procedures. In conjunction with the relevant Consultant ensure that all cases for which you are responsible are set up immediately and monitored afterwards on a regular basis, and reviewed at least once per annum, where applicable. To deal promptly and efficiently with all cases in arrears and other problem cases. To provide promptly all reports required by your Manager, T & C Officer, Compliance Officer or a Director of the Company. To participate in all training sessions and all other meetings, when requested or required by the Company. To deal courteously and efficiently with any matters concerning introducers of business to the Company. To comply at all times with the Compliance and Training and Competence Procedures of the Company. To comply at all times with the requirements of the Financial Services and Markets Act 2000. In the event of a complaint, to ensure that this is immediately reported to your Compliance Officer. To make your best efforts to assist Consultants achieve their targets for business production. To comply with all reasonable instructions and directions of your Manager or any Director of the Company. To ensure that all legislation relevant to the operation of the Company is adhered to. Specific: Provide the full range of risk administration services for designated clients in line with procedures laid down in the departmental administration manual. Ensure all queries are dealt with in a timely manner. Liaise with Insurance Companies to ensure that all matters are brought to an early conclusion. Obtaining individual and Group illustrations and all related compliance documentation. Maintain accurate computer records via the various computer systems including the diary system. Liaise with other departments, particularly Accounts with regard to setting up Trustee accounts and commission. Assist in the production of Total Reward Statements and any other flexible benefits communications material requested. Carry out re-broking exercises on new and existing schemes and prepare a summary of the results with appropriate comments. Where time permits prepare draft reports and recommendations for consideration by the Consultant. Perform other duties as required and requested to ensure the smooth running of the Company as a whole.Hillman Saunders is acting as an Employment Business in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100755Wed, 1 Feb 2012 13:23:31 GMTOur client are a well respected fee based IFA looking for a Financial Services Administrator. You will be working within an excellent, highly motivated team, providing a high level of support for the Directors and Paraplanners to assist them in the ongoing advice process for new and existing clients. You will be a team player, friendly and efficient administrator who prices themselves in the quality of their work. Industry experience and knowledge of 1st Software would be helpful but is not essential, more important is that you are a high quality individual. Duties include: Processing of new business. Updating systems with client details. Providing general administrative support. Obtaining quotations from exchange system. Fund research. Typing as necessary. Answering the telephone and taking messages. Meeting and greeting clients when receptionist is unavailable. Hours: Monday to Friday 9am to 5pm Salary: £17 - £18.5K dependant in experience and qualifications. This is a fantastic opportunity for career progression and to join an elite team in a friendly working atmosphere. In return you will receive a competitive salary, an excellent benefits package and the opportunity to study towards further industry qualifications. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100752Wed, 1 Feb 2012 13:23:23 GMTOur client based in West Yorkshire is seeking an experienced Financial Services Business Administrator to work full time in this busy, friendly, forward-thinking and ethical business. Must have experience in pensions and group schemes. In addition the right person should be a good team player, be able to multi-task, have an excellent telephone manner, have good IT skills, an eye of detail and a professional attitude. This is an excellent opportunity to join and expanding business and be part of a hardworking fun office. Financial Services qualifications are desirable but not essential. All employees are expected to attain some basic qualifications in this respect in the future. Training and support will be provided in all areas. Experience with Intelligent Office Database is advantageous. Salary is negotiable depending in experience and qualifications. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100749Wed, 1 Feb 2012 13:23:12 GMTJob definition: To provide an effective and efficient administration service to IFAs as required. Main Duties and Responsibilities: Complete all compliance administration associated with new business. Ensure new business submitted to the insurance company is fully completed and compliant. Ensure that all new business is input to our data base system accurately, including commission expectation. Monitor new business progress and chase outstanding documentation. Accurately check and issue Policy documents. Produce quotations as requested using The Exchange or other databases as required and requesting illustrations from providers. Complete all general correspondence as required ensuring that the IFA and clients are provided with an effective and efficient service. Produce client summaries as requested for new and existing clients within specified deadlines Advise product providers of changes of agency. Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider. Answer the telephone in a polite and professional manner. Liaise effectively with clients, product providers and IFAs. Provide any general information as requested by clients, IFAs or the management team. Assist other administrators/consultants as required/requested. To demonstrate awareness and practical application of the principles of TCF. Open and distribute incoming post. Undertake all general filing/scanning as pertaining to consultants and clients. General typing of correspondence. Co-ordination of IFAs diary, such as making appointments. Undertaking any other reasonable duties, as requested. Skills & Attributes: Organised. Able to prioritise work. Numerate. Accurate. Articulate and Communicative. IT Literate. Competent with Word, Excel and Outlook. Self Motivated. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100745Wed, 1 Feb 2012 13:23:01 GMTOur client based in York is seeking a Financial Services Administrator to provide administrative support to specified consultants and their clients. Duties: To provide an administrative support function primarily in the area of personal financial planning, working with the other Administrators and Consultants utilising existing systems and technology. To assist with obtaining quotations/Key Features documents from Product Providers. To assist in new business processing for life, protection, pensions & investments. To assist with the servicing of existing clients (renewals, reviews, valuations etc.) Maintain/update client files and computer records. To assist with the organisation of work flows and file maintenance systems. General office duties such as filing, photocopying, telephone work etc. To comply with office & regulatory procedures and provide exceptional standards of customer service To present a positive image of the company in all dealings with clients, product providers and the public in general. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100741Wed, 1 Feb 2012 13:22:46 GMTJob Summary: Reporting to the Manager (Operations) the role of the Senior Administrator (Installation) is to provide proactive sales support to the Client Relationship Managers (CRMs) and Specialists with the installation of new business/renewals for online and offline applications. In addition, the role requires effective coordination between different specialist areas of the business and back office functions and, importantly, to act as an interface between clients and the company in the new business process. Main Responsibilities & Accountabilities: Support the CRMs and Specialists with pre-sale work, including auto-enrolment, carrying out research and obtaining data from clients and providers. Accompany CRMs and Specialists on client visits to explain the installation process and establish an effective contact with the client. Liaise with Paraplanners, CRMs, Specialists and other areas of the business in support of the installation/new business process. Work closely with product providers to install the new scheme(s) and ensure a positive customer experience. Work with other areas of the business on specific projects in the migration of offline schemes Co-ordinate and oversee the implementation phase of projects according to the agreed schedule, liaising with the key internal and external project stakeholders Prepare benefit specifications for schemes to be loaded onto BenPal. Ensure that BenPal is configured in line with the client's requirements and within the scope of the system functionality Work closely with the Operations servicing team to ensure the smooth handover of information necessary for ongoing client administration and servicing. Ensure that the information is complete and meets business and FSA compliance requirements. Competent use of company workflow, time recording and income reporting systems Supervise the flow of information between the client and Operations, making sure the right people get the right information in a timely manner. Attend meetings of the Operations servicing teams as appropriate to provide updates on new clients and expected timescales. Advise the Manager (Operations) on a regular basis of any issues. To work closely with the Manager (Operations) to ensure that business directives are implemented on an efficient and timely basis. Provide Management Information and feedback to the Operations Management team in support of sales initiatives and take up rates. Keep abreast of technical issues. Support the CRMs and Specialists with the move from offline to online business. Experience, Capabilities & Education Requirements: Essential: Recognised Industry qualification or working towards/partial completion of Certificate in Financial Planning/Financial Planning Certificate or equivalent. Industry administration/technical experience. Employee Benefits knowledge. Competent in market specific products and knowledge of product providers. Strong written and verbal communication skills and the ability and desire to develop close relationships with clients and providers. Good time management and problem solving skills. Skilled in use of Word, Excel, database programs and data workflow systems at intermediate level or above. Strong interpersonal skills/influencing others. Able to work within a team and make a positive contribution. Able to work well with little supervision, take responsibility for own work and follow through to completion. Client service delivery; building client loyalty and satisfaction. Desirable: Full Employee Benefits knowledge Strong compliance awareness Good knowledge of current Employee Benefits legislation/Retail Distribution Review/Auto-enrolment Judgement and decision making Driving self to achieve goals Working towards the Diploma (QCA Level 4) qualification Experience of Benefit Platforms/Flex systems Qualifications/knowledge of project management software ie Microsoft Office/PRINCE 2 Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100740Wed, 1 Feb 2012 13:22:45 GMTAs a Pension Administrator your key responsibilities will include:- To take responsibility for the quality of individual and teamwork produced. To only carry out the value work. To suggest changes required to the system to reduce variation in process measurements. To highlight problems impacting on the performance of the system, using the opportunity to provide ideas and solutions. To provide data required for process capability measures. To understand the customer demand and respond accordingly. To participate in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures. To support junior members of the team. To ensure that technical knowledge is kept up to date and relevant to the role. To participate in a continuous professional and personal development including keeping up to date with statutory obligations and relevant FSA guidelines and legislation. As a Pension Administrator your skills and qualifications will include:- Experience of administration with a desired understanding of the pensions industry preferred but not essential. Familiar with Microsoft applications and how they interact together. Good working knowledge of Profund or alternative administration system. Ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles. Experience in the transfer of technical knowledge to more junior staff desirable. Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy. Salary: Competitive salary + 25 days holiday, pension & benefits package Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100736Wed, 1 Feb 2012 13:22:38 GMTFinancial Planning Assistant - Haywards Heath Salary up to £23,000 + benefits A fee-based wealth manager who also have a discretionary offering are looking to add a Financial Planning Assitant to the team to provide high quality and technical sales support to a team of Paraplanners and Advisers. The practices services include investments, retirement and pensions, annuities, inheritance planning, protection, income and life insurance and tax planning. Clients of the firm are wealthy professionals wanting holistic advice with a focus on investments, tax mitigation and specialist pensions, you will be able to deal confidently with the pre and post sales business administration. Candidates must CFP qualified or have made progress to becoming so with experience of working in an IFA environment, ideally you will have experience of using 1st Advisor Office. A basic salary up to £23,000 + benefits is on offer with a progressive organisation who will help you develop you professional qualifications, skills and career.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=100715Tue, 31 Jan 2012 15:04:23 GMTThis chartered financial planning practice has a highly developed business model and is already embracing a fee based approach, well ahead of the RDR deadline. Very much classed as a new model advisory firm they are an exceptionally professional outfit with a burgeoning reputation for the high quality level of service they provide to their clients. To support the firm’s fee earners they are seeking to recruit an additional individual for their technical support function. This could be either an experienced senior administrator or paraplanner. Providing a comprehensive degree of support to the company’s fee earners it is imperative that applicants have previous experience within an IFA practice and in the case of the paraplanner be extremely proficient at compiling research and writing complex reports in a timely fashion. The individual will also have a high level of experience within the pensions arena. Given the status of the firm it is expected that candidates will be CertPFS qualified and have progressed with diploma studies. On offer is a competitive salary package plus the opportunity to work with a well regarded firm whose business model is one that focuses on building value for the long-term. For further information on this role please call Leanne Fairhurst at Exchange Street on 0161 973 6900 or email recruit@exchange-street.co.uk. Other vacancies can be found at www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100713Tue, 31 Jan 2012 13:59:42 GMTEmployee Benefits Administrator This innovative mutual society has grown consistently year after year. They are now seeking to recruit Employee Benefits Administrator to maintain client portfolios in accordance with company procedures. A full understanding of the administrative processes relating to each client is required whilst providing a high quality service at all times. You will be proactive in the smooth running of the Employee Benefits Department including the day-to-day administration and ensuring compliance procedures are followed in support of a more senior employee benefits administrator. In addition you will maintain an up-to-date knowledge of the products, compliance rules and procedures and make certain that the scheme literature is accurate, up-to-date and available if/when required. This role requires an individual with proven experience in a similar role ideally gained within an Employee Benefits organisation. Knowledge of Group Personal Pension is desirable and it is essential you possess excellent communication and organisational skills. You should have the ability to liaise with people at all levels and feel confident in reporting any issues which may arise. This client is very progressive in terms of staff development where they invest heavily in ongoing training and development programme’s which enable you to progress through the business.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=100709Tue, 31 Jan 2012 11:51:21 GMTSenior Advisor Support – Birmingham – up to £25,000 A position has become available for an experienced Adviser Support Administrator with experience in the Financial Services industry and preferably holding or studying for appropriate qualifications i.e CF1–3; J01–J08 or equivalent. Job Role •Provide senior level support to the Financial Advisers and ensuring that all new business documentation is accurate and processed and completed accurately within required time scales as defined by the firm. •You will provide a service to clients in an efficient and professional manner. •You will provide senior assistance to Adviser Support staff where required. •Mentor new or inexperienced members of Adviser Support team •You will maintain professional relationships with colleagues, clients and product providers to ensure the streamlined and smooth running of the applications from processing to completion and spend the majority of your time dealing with clients of the business. Skills and Experience Required: •The successful candidate will have excellent IT skills including experience of database inputting, Microsoft Word, Excel and experience of Adviser 1st •You should have demonstrable administration skills and display management skills •You will have an excellent knowledge of Financial Services terminology and products. •You will be well organised and be able to plan and prioritise work loads •You must be client focussed and have strong communication skillsPlease 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=100706Tue, 31 Jan 2012 11:51:09 GMTOur clients are a well-known firm of independent Financial Consultants with offices across the UK . Due to continued growth, they seek to appoint an experienced Life and Pensions administrator to join their Midlands office. The successful Sales Support Administrator will provide dedicated support to one or more IFAs, taking responsibility for all pre-sales and pipeline administration. We will be pleased to hear from applicants with a minimum of 6 months experience in Life and/or Pension administration, ideally within an IFA office. Progress towards CFP is desirable and the company will encourage and support further professional development. Experience of working with 1st Software will be an advantage. Basic salary will be £16,000 to £18,000 based on experience plus bonus, Pension, life cover and flexible benefits package.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=100704Tue, 31 Jan 2012 11:50:51 GMTOur client are a well respected fee based IFA looking for a Financial Services Administrator. You will be working within an excellent, highly motivated team, providing a high level of support for the Directors and Paraplanners to assist them in the ongoing advice process for new and existing clients. You will be a team player, friendly and efficient administrator who prices themselves in the quality of their work. Industry experience and knowledge of 1st Software would be helpful but is not essential, more important is that you are a high quality individual. Duties include: Processing of new business. Updating systems with client details. Providing general administrative support. Obtaining quotations from exchange system. Fund research. Typing as necessary. Answering the telephone and taking messages. Meeting and greeting clients when receptionist is unavailable. Hours: Monday to Friday 9am to 5pm Salary: £17 - £18.5K dependant in experience and qualifications. This is a fantastic opportunity for career progression and to join an elite team in a friendly working atmosphere. In return you will receive a competitive salary, an excellent benefits package and the opportunity to study towards further industry qualifications. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100701Tue, 31 Jan 2012 11:50:28 GMTOur client is a large and trusted wealth management group who is currently recruiting for a Risk Benefit Administrator for the Leeds office on a 1 year fixed term contract. Purpose of the role: To proactively liaise with and provide a high level of administrative support to the Risk Benefit Consultant, ensuring clients receive an efficient service in all dealings with the Company. Objectives of the role: To provide high quality administration support to the Risk Benefits Team. Ensure client data is processed correctly and records are maintained in line with relevant legislation, regulatory and Company requirements. Communicate and liaise with insurance companies and other third parties in an assertive manner to manage completion of new business processing. Take responsibility for personal development to maintain and develop technical knowledge required in the performance of the role. Skills and Knowledge: Willing to qualify for CFP or its equivalent to keep abreast of technical and legislative changes within the pensions sector. Further study towards the Diploma qualification may also be required depending upon progression. Strong organisational skills. Strong communication skills, both written and verbal. Ability to organise self, work under pressure and adhere to strict deadlines. IT Literate, particularly Microsoft Word and Excel and any other operating system used (e.g. Profund, Foxpro, Advisor Office). General: To ensure that all meetings, enquiries and subsequent dealings with clients and other third parties are conducted in a professional manner and comply with the Company's procedures. In conjunction with the relevant Consultant ensure that all cases for which you are responsible are set up immediately and monitored afterwards on a regular basis, and reviewed at least once per annum, where applicable. To deal promptly and efficiently with all cases in arrears and other problem cases. To provide promptly all reports required by your Manager, T & C Officer, Compliance Officer or a Director of the Company. To participate in all training sessions and all other meetings, when requested or required by the Company. To deal courteously and efficiently with any matters concerning introducers of business to the Company. To comply at all times with the Compliance and Training and Competence Procedures of the Company. To comply at all times with the requirements of the Financial Services and Markets Act 2000. In the event of a complaint, to ensure that this is immediately reported to your Compliance Officer. To make your best efforts to assist Consultants achieve their targets for business production. To comply with all reasonable instructions and directions of your Manager or any Director of the Company. To ensure that all legislation relevant to the operation of the Company is adhered to. Specific: Provide the full range of risk administration services for designated clients in line with procedures laid down in the departmental administration manual. Ensure all queries are dealt with in a timely manner. Liaise with Insurance Companies to ensure that all matters are brought to an early conclusion. Obtaining individual and Group illustrations and all related compliance documentation. Maintain accurate computer records via the various computer systems including the diary system. Liaise with other departments, particularly Accounts with regard to setting up Trustee accounts and commission. Assist in the production of Total Reward Statements and any other flexible benefits communications material requested. Carry out re-broking exercises on new and existing schemes and prepare a summary of the results with appropriate comments. Where time permits prepare draft reports and recommendations for consideration by the Consultant. Perform other duties as required and requested to ensure the smooth running of the Company as a whole.Hillman Saunders is acting as an Employment Business in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100699Tue, 31 Jan 2012 11:50:07 GMT£17,000 to £20,000 Pro Rata Our client is seeking a Part Time Financial Services Administrator to work for one of there joint ventures in Leeds. You will provide administrative support to specified consultants and their clients To provide an administrative support function primarily in the area of personal financial planning, working with the other Administrators and Consultants utilising existing systems and technology To assist with obtaining quotations/Key Features documents from Product Providers To assist in new business processing for life, protection, pensions & investments To assist with the servicing of existing clients (renewals, reviews, valuations etc.) Maintain/update client files and computer records To assist with the organisation of work flows and file maintenance systems. General Office duties such as filing, photocopying, telephone work etc. To comply with office & regulatory procedures and provide exceptional standards of customer service To present a positive image in all dealings with clients, product providers and the public in general The role is 20 hours per week but it must be over 5 days so ideally 10am to 2pm or 10.30am to 2.30pm or 11am to 3pm Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100695Tue, 31 Jan 2012 11:49:20 GMTAs a Pension Administrator your key responsibilities will include:- To take responsibility for the quality of individual and teamwork produced. To only carry out the value work. To suggest changes required to the system to reduce variation in process measurements. To highlight problems impacting on the performance of the system, using the opportunity to provide ideas and solutions. To provide data required for process capability measures. To understand the customer demand and respond accordingly. To participate in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures. To support junior members of the team. To ensure that technical knowledge is kept up to date and relevant to the role. To participate in a continuous professional and personal development including keeping up to date with statutory obligations and relevant FSA guidelines and legislation. As a Pension Administrator your skills and qualifications will include:- Experience of administration with a desired understanding of the pensions industry preferred but not essential. Familiar with Microsoft applications and how they interact together. Good working knowledge of Profund or alternative administration system. Ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles. Experience in the transfer of technical knowledge to more junior staff desirable. Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy. Salary: Competitive salary + 25 days holiday, pension & benefits package Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100693Tue, 31 Jan 2012 11:48:51 GMTJob Summary: Reporting to the Manager (Operations) the role of the Senior Administrator (Installation) is to provide proactive sales support to the Client Relationship Managers (CRMs) and Specialists with the installation of new business/renewals for online and offline applications. In addition, the role requires effective coordination between different specialist areas of the business and back office functions and, importantly, to act as an interface between clients and the company in the new business process. Main Responsibilities & Accountabilities: Support the CRMs and Specialists with pre-sale work, including auto-enrolment, carrying out research and obtaining data from clients and providers. Accompany CRMs and Specialists on client visits to explain the installation process and establish an effective contact with the client. Liaise with Paraplanners, CRMs, Specialists and other areas of the business in support of the installation/new business process. Work closely with product providers to install the new scheme(s) and ensure a positive customer experience. Work with other areas of the business on specific projects in the migration of offline schemes Co-ordinate and oversee the implementation phase of projects according to the agreed schedule, liaising with the key internal and external project stakeholders Prepare benefit specifications for schemes to be loaded onto BenPal. Ensure that BenPal is configured in line with the client's requirements and within the scope of the system functionality Work closely with the Operations servicing team to ensure the smooth handover of information necessary for ongoing client administration and servicing. Ensure that the information is complete and meets business and FSA compliance requirements. Competent use of company workflow, time recording and income reporting systems Supervise the flow of information between the client and Operations, making sure the right people get the right information in a timely manner. Attend meetings of the Operations servicing teams as appropriate to provide updates on new clients and expected timescales. Advise the Manager (Operations) on a regular basis of any issues. To work closely with the Manager (Operations) to ensure that business directives are implemented on an efficient and timely basis. Provide Management Information and feedback to the Operations Management team in support of sales initiatives and take up rates. Keep abreast of technical issues. Support the CRMs and Specialists with the move from offline to online business. Experience, Capabilities & Education Requirements: Essential: Recognised Industry qualification or working towards/partial completion of Certificate in Financial Planning/Financial Planning Certificate or equivalent. Industry administration/technical experience. Employee Benefits knowledge. Competent in market specific products and knowledge of product providers. Strong written and verbal communication skills and the ability and desire to develop close relationships with clients and providers. Good time management and problem solving skills. Skilled in use of Word, Excel, database programs and data workflow systems at intermediate level or above. Strong interpersonal skills/influencing others. Able to work within a team and make a positive contribution. Able to work well with little supervision, take responsibility for own work and follow through to completion. Client service delivery; building client loyalty and satisfaction. Desirable: Full Employee Benefits knowledge Strong compliance awareness Good knowledge of current Employee Benefits legislation/Retail Distribution Review/Auto-enrolment Judgement and decision making Driving self to achieve goals Working towards the Diploma (QCA Level 4) qualification Experience of Benefit Platforms/Flex systems Qualifications/knowledge of project management software ie Microsoft Office/PRINCE 2 Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100692Tue, 31 Jan 2012 11:48:38 GMTOur client based in York is seeking a Financial Services Administrator to provide administrative support to specified consultants and their clients. Duties: To provide an administrative support function primarily in the area of personal financial planning, working with the other Administrators and Consultants utilising existing systems and technology. To assist with obtaining quotations/Key Features documents from Product Providers. To assist in new business processing for life, protection, pensions & investments. To assist with the servicing of existing clients (renewals, reviews, valuations etc.) Maintain/update client files and computer records. To assist with the organisation of work flows and file maintenance systems. General office duties such as filing, photocopying, telephone work etc. To comply with office & regulatory procedures and provide exceptional standards of customer service To present a positive image of the company in all dealings with clients, product providers and the public in general. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100689Tue, 31 Jan 2012 11:48:00 GMTJob definition: To provide an effective and efficient administration service to IFAs as required. Main Duties and Responsibilities: Complete all compliance administration associated with new business. Ensure new business submitted to the insurance company is fully completed and compliant. Ensure that all new business is input to our data base system accurately, including commission expectation. Monitor new business progress and chase outstanding documentation. Accurately check and issue Policy documents. Produce quotations as requested using The Exchange or other databases as required and requesting illustrations from providers. Complete all general correspondence as required ensuring that the IFA and clients are provided with an effective and efficient service. Produce client summaries as requested for new and existing clients within specified deadlines Advise product providers of changes of agency. Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider. Answer the telephone in a polite and professional manner. Liaise effectively with clients, product providers and IFAs. Provide any general information as requested by clients, IFAs or the management team. Assist other administrators/consultants as required/requested. To demonstrate awareness and practical application of the principles of TCF. Open and distribute incoming post. Undertake all general filing/scanning as pertaining to consultants and clients. General typing of correspondence. Co-ordination of IFAs diary, such as making appointments. Undertaking any other reasonable duties, as requested. Skills & Attributes: Organised. Able to prioritise work. Numerate. Accurate. Articulate and Communicative. IT Literate. Competent with Word, Excel and Outlook. Self Motivated. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100685Tue, 31 Jan 2012 11:47:35 GMTOur client based in West Yorkshire is seeking an experienced Financial Services Business Administrator to work full time in this busy, friendly, forward-thinking and ethical business. Must have experience in pensions and group schemes. In addition the right person should be a good team player, be able to multi-task, have an excellent telephone manner, have good IT skills, an eye of detail and a professional attitude. This is an excellent opportunity to join and expanding business and be part of a hardworking fun office. Financial Services qualifications are desirable but not essential. All employees are expected to attain some basic qualifications in this respect in the future. Training and support will be provided in all areas. Experience with Intelligent Office Database is advantageous. Salary is negotiable depending in experience and qualifications. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100683Tue, 31 Jan 2012 11:47:17 GMTAn excellent opportunity to join this expanding reputable Independent Financial Advisers This is a varied and challenging role and will include administering Life, Investment and Pensions Business. Job responsibilities will include: Administering a variety of schemes from inception through to completion Liaise with clients, insurers and other third parties, answering any technical queries Generating illustrations, valuations and quotations Compile client portfolio reports when requested Scanning and sorting post Complete day to day administration duties Experienced Desired: You will have had experience of administering Pensions, Investments and Life policies preferably from within and IFA practice You will be FPC qualified or equivalent or working towards this. Beneifts: You will be rewarded with a competitive salary and benefits package. 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=100671Tue, 31 Jan 2012 11:39:24 GMTSenior Technical Administrator My client has approximately 30 Corporate Advisers in 13 offices throughout the UK. They provide independent financial advice to corporate clients on a range of employee benefits, primarily group pension schemes and group risk products. To provide first class administration of corporate schemes; servicing group schemes attending enrolment meetings, and developing corporate client relationships in order to maximize revenue and generate business opportunities for the scheme advisor, whilst adhering to strict FSA regulations and internal policies and procedures The key functions of this role are to provide excellent client service developing key account relationships at all levels, from company directors to individual members of staff, in order to maximize revenue for scheme advisers This role will require a high technical knowledge of corporate business, and administrative organisation, with the ability to resolve issues working with product providers; consultants, sales managers and administrators to ensure all clients are provided with the highest levels of service. Required skills Circa 5 years experience of working within Financial Services, ideally within a Consulting / Employee Benefits environment 2 years experience within a consulting sales support role encompassing the range of Group Risk and Group Pension products Full CFP, or FPCPlease 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=100669Tue, 31 Jan 2012 11:39:23 GMTGroup Risk Support Administrator MAIN PURPOSE OF THE JOB: To complete day to day administration of Benefit Schemes, providing a high standard of service to a wide client base, at all times. Responsibilities Complete all necessary action from incoming mail and telephone calls relating to Group Life, Group Clinical and Associated Benefit Schemes, efficiently and accurately, at all times. Request and check Insurance Company quotations in respect of new members, increments, leavers, transfer values, CPA's, rebroking and retirements providing a high standard of service to all parties, at all times. Prepare Transfer Analysis and Real Charge illustrations, promptly and accurately. Produce annual costing’s, incoming and outgoing, efficiently and accurately, according to the Company timescales. Prepare investment statistics and fund valuations, as requested. Check documents sent by both clients and life offices to reduce errors. The successful candidate will a good Group Risk experience, with and be working towards Financial Planning Certificates. In return my client is offering a competitive salary with an excellent benefits package For more information please contact Emma Murray on 08453701007 or emma.murray@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=100665Tue, 31 Jan 2012 11:39:21 GMTAn excellent opportunity for an experienced SSAS Administrator to join a financial services organisation in Manchester Job Role: •The role involves a high level of client and IFA interaction, mainly through telephone calls, emails or letters. •Administering a defined portfolio of SSAS’s. •Administering all cash flow transactions in and out of each individual scheme including transfers in, transfers out, contributions, benefit calculations, loans and borrowings. •Establishing new business and takeover cases. •Administering property within schemes including purchasing, selling, the ongoing maintenance and VAT Returns. •Processing non-property investments. •General administration duties include annual tasks such as processing annual reviews, issuing accounts, Registered Pension Scheme Returns, answering client queries on all areas of the scheme, maintaining a diary and post system and ensuring work is produced within service level agreements. Skills and Experience Required: •To have a broad understanding of all types of pension provision including SSAS, although full training will be provided. •To be able to deal with all communications in a polite, professional and timely fashion. •To maintain accurate records both on paper and electronically. •To be capable of assessing the requirements of written communications and responding fully and appropriately. •Excellent numeric and literacy skills and a keen eye for detail. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease 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=100660Tue, 31 Jan 2012 11:15:59 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.comPlease 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=100649Tue, 31 Jan 2012 11:09:55 GMTAs a leading worldwide provider of health and benefit services SME's and Blue chip organisations our client pride themselves on their commitment to client servicing. They currently seek a Group Risk Administrator to join their impressive city centre offices to provide administration support to consultants and offer the first class support to the clients. The role will be varied with a focus on group risk products including PHI and PMI. The successful candidate will have a working knowledge of group risk, be highly professional with a keen eye for detail. In return you will work for a worldwide brand and have the opportunity to progress your long term career in this specialist area. 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=100637Tue, 31 Jan 2012 10:58:17 GMTRDR Test Administrator – Birmingham – Up to £20,000 12 Month Fixed Term Contract An exciting opportunity to join a large financial services organisation based in Birmingham city centre on a 12 month fixed term contract. The role will be to support the Test Manager in delivering the testing and cutover activities within the overall RDR and Solvency II Programmes, resulting in the release of quality software to the business. Job Role: •Provide Administrative support to the Test Manager & SIT/UAT Test Team. •Compile daily management reports to describe SIT/UAT progress and defect status in accordance with Programme Office governance. •Diary management (meeting bookings etc). •Liaison with business teams and users. •Take accurate and complete minutes of meetings and document agreed actions. •Assist Test Manager to plan and agree testing schedules and document estimates of testing requirements. •Definition and planning of user resource requirements. •To provide support for UAT testers. Skills and Experience Required: •Previous experience in a Financial Services environment. •Experience of testing large data warehouses. •Excellent communication and motivational skills at all levels. •Ability to work on own initiative. •Attention to detail. •An organised and flexible approach to work. •Ability to challenge technical development and support staff. •Adopts and encourages a positive attitude to change. •Willingness to work in a team based environment.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=100634Tue, 31 Jan 2012 10:58:00 GMTGroup Risk Analyst – Birmingham – Up to £24,000 Our client requires an experienced Group Risk Analyst to join them to provide administration and analytical support to consultants to ensure schemes/portfolios are administrated in accurate way. You will provide quality administration support to clients with regard to the transactional elements of their Health & Benefits scheme. To give assistance in the retention and development of existing clients, and the identification and development of new clients and renewal of allocated clients Job Role • Obtain information from insurers to enable scheme analysis to be carried out • Complete transactional work for scheme in line with consultant requirements • Liaise with insurers to ensure delivery of data, renewal terms and quotations in appropriate timescales • Accurate maintenance of the Client Relationship Management database • Renewal of client portfolio including communication with clients and insurers • Negotiating with insurers to achieve best terms for the client • Identify opportunities for client development • Dealing with client and member queries • Attending client meetings as required • Build and maintain on going relationships with clients Skills and Experience Required: • Group Risk experience • Strong client focus • Excellent written and verbal communication • Excellent prioritising and organisational skills • Numerate and confident in the use and interpretation of data • Good team working skills • Excellent Excel and Word skills • Solid administration background within a similar organisationPlease 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=100631Tue, 31 Jan 2012 10:53:03 GMTOur Client are a fee-based IFA company in Solihull, offering a high quality bespoke service to business owners. An opportunity has arisen for a high quality senior administrator with some exposure to researching and putting together suitablity letters to join this prestigious organisation. This role will require excellent communication skills as you will be responsible for liaising directly with clients, and helping to promote positive relations with insurers and investment houses. You will provide first class support to 2 IFA's within Financial Planning Department with general new business processing along with more complex work which will include suitability letters. To apply for this position you will hold the Full FPC qualification and have 3 years experience in an IFA environment. 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=100620Tue, 31 Jan 2012 10:52:46 GMTIFA Administrator - Worcestershire - up to £19,000 A great opportunity to join a leading IFA practice in the Midlands. You will join a friendly team of administrators in supporting their Consultants who provide a fee based proposition to both private and corporate clients. Role / Duties: Provide full administration support to Consultants. Maintain consultant / client diaries. Submit and follow up new business with providers. Communicate with clients and consultants Collate essential information needed for client reviews. Ensure all work is compliant and regulations are adhered to. Assist with incoming and outgoing post Update Adviser Office software system Experience and qualifications required: You will need to have administration experience within financial services Progression towards your Certificate in Financial Planning is desirable though not essential.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=100618Tue, 31 Jan 2012 10:52:43 GMTClient Services Senior Administrator – Bath - £18,000 - £22,000 Our client is seeking an experienced Financial Services Administrator to join the Client Services team to assist with Broker Administration, Customer Relations, New Investments and Policy Administration. The role holder will operate as part of a team and as a role model demonstrating a depth of knowledge in addition to deputising when required for the Service Delivery Manager to maximise team performance to deliver outstanding service in line with agreed Key performance indicators. Job Role •Overall responsibility and assisting the Service Delivery Manager and other members of the team with the day-to-day administration. •The efficient delivery of a professional and customer focused service to Clients •Undertake monthly root cause analysis of feedback provided by the QA Manager to identify potential areas of customer detriment and produce action plans. •Work with the QA Manager on the continuous review of processes and procedures to ensure that they are compliant with FSA, TCF and all other relevant industry legislation. •Coach and energise fellow team members to ensure the needs and requirements of customers and the business are met at all times, whilst acting as a role model in every area of the business. •Work with the team to create and maintain detailed process and training guides for all staff •Assisting the team with more complex and technical administration. •Maintain an up to date knowledge of all relevant client products and processes, ensuring documented procedures are accurate and approved. •Handle escalated enquiries and complaints, liaising with the colleagues to achieve resolution, ensuring that the customer has been treated fairly throughout the process. Skills and Experience Required •The holder of the post will be expected to be progressing if not already holding a relevant professional qualification. •4 GCSE’s Grade C or above to include Maths and English and/or NVQ Level 1 (or equivalent) •Previous financial services, back-office experience, competent understanding and experience of T&C, customer service experience - encompassing Treating Customers Fairly •Demonstrate Team leadership qualities •Excellent communication and interpersonal skills •Ability to work well under pressure individually and as part of a team •Ability to work to tight deadlines with excellent attention to detail •PC literate, in particular MS Office Products (Word, Excel, Outlook) 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=100603Tue, 31 Jan 2012 10:06:20 GMTEmployee Benefits Administrator – Bristol - £17,000 - £23,000 Our Client is seeking a Flexible Benefits Associate to effectively administer all aspects of the flexible benefits plans in respect of one or more clients, ensuring that the administration is in accordance with the company’s written standards and procedures. Job Role: •Day to day administration of own client plans •Following written quality procedures to internal standards •Managing own time and workload to company performance standards •Ensuring work is of the highest quality and peer reviewed for accuracy and presentation •Maintaining and fostering good client and beneficiary relationships •Following written quality procedures to internal standards •Keeping up to date on plan changes and legislation as it affects administration services •Maintaining confidentiality of client and beneficiary in relation to day to day work •Following and maintaining the company’s administration procedure manuals for each client •Managing annual insurance renewal and quotation data manipulation Skills and Experience Required: •Excellent verbal and written communication skills •Experience within an administrative role within the Financial Services Industry •The ability to prioritise and organize workload effectively •Excellent time and project management skills •Demonstrating meticulous attention to detail with a flexible working approach •A customer focused attitude and a commitment to provide sound helpful advice •Working and contributing to a dedicated team environment 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=100601Tue, 31 Jan 2012 10:06:16 GMTTechnical Adviser – Bristol - £25,000 - £27,000 An excellent opportunity for an experienced Financial Services Administrator to join a Financial Services Organisation to support consultants in the sales process. Job Role: • To assist consultants in dealing with new business opportunities • To assist consultants in reviewing client’s existing portfolios/products • Dealing with technical queries from Consultants or Clients • Ensuring that the Company’s New Business Procedures are adhered to • To produce technically competent and compliant client reports • To produce reviews in line with agreed format • Product and fund research via, for example, Aequos, Financial Express, Exchange, Dynamic Planner • Attend client meetings, if appropriate • Using CCD and Scanning as set out in New Business Procedures Skills and Experience Required: • You should have experience gained from within Financial Services • You should be technically competent, and keep up to date on changes to legislation and products • You should have a strong understanding of FSA Compliance • Adherence to New Business Procedures • Workflow managementPlease 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=100597Tue, 31 Jan 2012 10:06:11 GMTInfrastructure Analyst – Bath - £28,000 - £33,000 The Infrastructure Analyst’s role is to design, build, and implement systems across the enterprise. This includes planning, developing, installing, configuring, maintaining, supporting, and optimizing all local and wide area network connections, corporate servers, associated software, and communication links. This person will also troubleshoot performance issues, as well as analyze network traffic and provide capacity planning solutions. Job Role: •Develop and implement policies for asset management, including maintenance of infrastructure component inventory, related documentation, and technical specifications information. •Plan and implement any improvement, modification, or replacement of network infrastructure components. •Plan and manage budgeting for network hardware and software procurement. •Conduct research on infrastructure products, services, protocols, and standards in support of network procurement and development efforts. •Interact and negotiate with vendors, outsourcers, and contractors to secure infrastructure products and services. •Develop and implement policies, procedures, and associated training for network resource administration, appropriate use, and disaster recovery. •Monitor and analyze infrastructure performance across the organization’s LANs, WANs, and wireless deployments. •Ensure the stable operation and efficient performance of company networks. •Monitor system capacity to determine its effect on performance and recommend enhancements to meet new or changing infrastructure demands. •Identify and remedy infrastructure performance bottlenecks. •Configure and troubleshoot servers, including e-mail, print, and backup servers and their associated operating systems and software. •Install and configure all infrastructure hardware and equipment, including routers, switches, hubs, UPSs, and so on. •Ensure network and IP connectivity of all workstations, application servers, and back-end office infrastructure. Experience and Skills Required •Strong knowledge of Microsoft enterprise environments including Exchange, TMG and multi-site Active Directory •Extensive client/server and operating system experience with Windows Vista, Windows 7, Windows 2003 and Windows 2008 •Experience working in a switched and routed environment. •Hardware, software, and network connection troubleshooting experience. •Working technical knowledge of current network hardware, including Cisco UCS and equivalent switches supported PoE and VoIP. •Skilled at installing/configuring hubs, switches, routers, bridges, etc. •Knowledge of AVG anti-virus software, Checkpoint firewalls and other network security measures. •Knowledge of applicable data privacy practices and laws. •Strong written and oral communication skills. •Able to conduct research into networking issues and products as required. •Ability to present ideas in user-friendly language.. •Proven analytical and problem-solving abilities. •Ability to prioritize and execute tasks in a high-pressure environment. 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=100593Tue, 31 Jan 2012 10:06:02 GMTClient Services Administrator – Bath - £18,000 - £21,000 An excellent opportunity for an experienced IFA Administrator or Fund Investment Administrator to join this Client Services Team. Job Role: •Provide key administrative support to IFAs and their clients. •You will operate as part of a team to deliver outstanding service. •Dealing with requests from Financial Advisers and their clients •Application processing, policy administration and broker administration •Provide the most efficient commission, registration and network support service. Skills and Experience Required •You must have previous IFA Administration or Fund Investment Administration experience •4 GCSE’s Grade C or above to include Maths and English and/or NVQ Level 1 (or equivalents) •Good attention to detail •Excellent interpersonal and communication skills •Ability to work well individually and as part of a team •Ability to work In a highly pressurised, deadline-driven environment •PC literate, in particular MS Office Products •Relevant product knowledge, including pensions, SIPPS, ISAs etcPlease 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=100592Tue, 31 Jan 2012 10:06:01 GMTEmployee Benefits Administrator - Reading A national Financial Planning practice who have an excellent Corporate Consulting Team are looking for an Employee Benefits Administrator to be based in their Basingstoke office. The role will be to provide Corporate Administration on a number of schemes with duties such as administering joiners, leavers and new entrants, creating and sending leaver packs, updating membership databases and administering new pension policies. You will have experience of working within Employee Benefits in an administrative role and have a good knowledge of corporate products and providers.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=100586Tue, 31 Jan 2012 09:45:40 GMTETL Developer – Birmingham – Circa £500 per day (6 month contract) An exciting opportunity for an experienced ETL Developer to join a large Financial Services Organised based in Birmingham City Centre. This is a 6 month contract and is a senior support and development role within the IT Development team, taking responsibility for one or more key application systems. Job Role: •Develop ETL processes as part of assigned project work, enhancements or support •Develop any structured query language code, shell script or job control code necessary for operation of developed systems •Carry out (and evidence) unit testing of developed code or enhancement changes •Delivery of Software to agreed deadlines/timescales. •Delivery of High Quality Software: Promoting ‘right first time’ approach with minimal rework or errors. •Maintain responsibility for progress & implementation of assigned tasks •Maintain a working knowledge of the team’s application systems •Make recommendations for continuous improvements •Take responsibility for issues, assigned problems and activities •Mentor and guide junior resources to enhance their skills and improve overall team performance •Show expert level knowledge in the technologies in use •Have a high demonstrable level of systems analysis skill •Work closely with the Strategic Projects Team to understand and contribute to IT solutions •Work closely with Database Team and Release Team to deliver solutions Skills and Qualifications required •Proven technical experience gained in an application support & development role •Expert knowledge of ETL processing including data mapping, cleansing and error handling mechanisms. •Detailed knowledge of appropriate technology products (Informatica PowerCenter V8 & above, MS SQL Server) and life/pensions insurance business. •Administration level knowledge of appropriate database or data file structures which meet the technology area •Excellent systems analysis skills •Expert level knowledge of Microsoft’s Office suite •Good interpersonal and communication skills •Ability to recommend and evaluate new techniques/methods/tools/packages. •Responsible for setting the working methods and standards for any existing and new techniques in their areas of expertisePlease 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=100576Mon, 30 Jan 2012 15:04:58 GMTETL Developer – Birmingham – Circa £500 per day (6 month contract) An exciting opportunity for an experienced ETL Developer to join a large Financial Services Organised based in Birmingham City Centre. This is a 6 month contract and is a senior support and development role within the IT Development team, taking responsibility for one or more key application systems. Job Role: •Develop ETL processes as part of assigned project work, enhancements or support •Develop any structured query language code, shell script or job control code necessary for operation of developed systems •Carry out (and evidence) unit testing of developed code or enhancement changes •Delivery of Software to agreed deadlines/timescales. •Delivery of High Quality Software: Promoting ‘right first time’ approach with minimal rework or errors. •Maintain responsibility for progress & implementation of assigned tasks •Maintain a working knowledge of the team’s application systems •Make recommendations for continuous improvements •Take responsibility for issues, assigned problems and activities •Mentor and guide junior resources to enhance their skills and improve overall team performance •Show expert level knowledge in the technologies in use •Have a high demonstrable level of systems analysis skill •Work closely with the Strategic Projects Team to understand and contribute to IT solutions •Work closely with Database Team and Release Team to deliver solutions Skills and Qualifications required •Proven technical experience gained in an application support & development role •Expert knowledge of ETL processing including data mapping, cleansing and error handling mechanisms. •Detailed knowledge of appropriate technology products (Informatica PowerCenter V8 & above, MS SQL Server) and life/pensions insurance business. •Administration level knowledge of appropriate database or data file structures which meet the technology area •Excellent systems analysis skills •Expert level knowledge of Microsoft’s Office suite •Good interpersonal and communication skills •Ability to recommend and evaluate new techniques/methods/tools/packages. •Responsible for setting the working methods and standards for any existing and new techniques in their areas of expertisePlease 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=100575Mon, 30 Jan 2012 14:58:26 GMTA rapidly expanding and successful fee-based financial planning practice are looking for an Administrator / Paraplanner to provide technical support to their growing employee benefits team. Candidates will be required to: - Produce and package accurate new member packs (new business quotations), making sure all supporting literature is compliant -Monitor case/client progress through to policy extraction, credit and commission payments - Carry out annual reconciliations on group pension renewals/flex/group risk and total reward arrangements Requirements: - Experience in the administration of group personal pensions and employee benefit schemes - A background of talking to product providers regarding group risk/flex benefits and pension product queries - Attained all of some of the financial services R0 / CF qualifications A basic of £20-23k as well as an excellent flexible benefits package if on offer.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=100527Thu, 26 Jan 2012 13:13:29 GMTOur client is a highly professional, fee-based Chartered Financial Planning practice offering a high degree of service to their HNW/UHNW client bank. Key to their growth is their understanding that it is not only their fee earners that drive business, but also the technical support structure that underpins them. Given the retirement of one of their key members of this team they now require an experienced administrator. This is an extremely demanding position with a great deal of responsibility, so requires an individual with an excellent degree of technical expertise in the fields of pensions and investments, including SSAS, SIPP, drawdown and portfolio administration. Previous experience of working in a platform environment is vital as is an advanced knowledge of Avelo. Signifying the depth of this role and the quality of candidate it requires the successful applicant must be prepared to lead and tutor on systems development projects. Given the status of the role candidates must have the Certificate in Financial Planning as an absolute minimum but should be progressing to Diploma status in the near future. A strong analytical background and attainment of a mathematics A level or degree is also required. Alongside this should be a working knowledge of the most complex private client and corporate planning requirements with a flair for creative and flexible solutions. To show their commitment to acquiring the best talent available, our client is prepared to offer an attractive package as well as a supportive, dynamic and challenging working environment. Staff at the firm have been in situ for many years, providing a solid platform for any new employee. The position is based in Southport giving access to candidates from areas such as Liverpool, Preston, Chorley etc. 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=100519Thu, 26 Jan 2012 09:45:30 GMTPensions Administrator – Birmingham - £20,000 - £25,000 An exciting opportunity for an experienced Pensions Administrator to join a team which has significantly grown to put them as one of the largest specialist corporate pensions advisers. This growth is expected to continue over the next year and beyond and our client is looking to recruit outstanding individuals with a commercial edge. Job Role: • There is a wide variety of work available - many of the projects are bespoke and unique and being an expanding business means that the opportunities are there for you to find your niche in the team. • Routine tasks including logging post, photocopying and filing • Basic administration duties such as updating the pensions administration database with change of addresses • Logging and returning original certificates/identification • General office duties • Ad hoc tasks as and when required Skills and Experience Required: • Experience gained within a similar role • 5 GCSE's/O'levels including Maths and English (or equivalents) • Interest in Tax & Pensions • Good knowledge of Excel, Word and Outlook • Demonstrate good administrative skills, proving that you are both organised and flexible with a high attention to detail • Be a motivated team player • Be able to manage conflicting work priorities and to work in busy environment • Have good communication skills face to face/phone/email and be able to deal with all levels of staff on a daily basis • To maintain a professional attitude at all timesPlease 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=100506Wed, 25 Jan 2012 11:20:40 GMTOur client are a well respected fee based IFA looking for a Financial Services Administrator. You will be working within an excellent, highly motivated team, providing a high level of support for the Directors and Paraplanners to assist them in the ongoing advice process for new and existing clients. You will be a team player, friendly and efficient administrator who prices themselves in the quality of their work. Industry experience and knowledge of 1st Software would be helpful but is not essential, more important is that you are a high quality individual. Duties include: Processing of new business. Updating systems with client details. Providing general administrative support. Obtaining quotations from exchange system. Fund research. Typing as necessary. Answering the telephone and taking messages. Meeting and greeting clients when receptionist is unavailable. Hours: Monday to Friday 9am to 5pm Salary: £17 - £18.5K dependant in experience and qualifications. This is a fantastic opportunity for career progression and to join an elite team in a friendly working atmosphere. In return you will receive a competitive salary, an excellent benefits package and the opportunity to study towards further industry qualifications. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100468Tue, 24 Jan 2012 16:42:21 GMTFinancial Services Administrator - Towcester Salary up to £20,000 + benefits A small yet high quality financial planning practice are keen to add an administrator to provide financial services administration support to the team of Chartered Planners. The company deals with HNW private clients and has a loyal client bank of white collar professionals who are managed on a retained basis. You will be responsible for processing new and existing business, obtaining valuations and ensuring files are up to date on the systems. Client and third party contact over the phone will be a major part of the role. The business will want you to work towards being a Paraplanner longer term and provide training, support and funding towards Diploma level. Candidate must have some financial services support experience ideally within the IFA market and must have obtain some of the CFP or R0 qualifications. A part time person would be considered also. Sunny.Everton@IDEXRecruitment.comPlease 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=100459Tue, 24 Jan 2012 16:13:34 GMTOrganisation Description A fantastic opportunity has arisen with my client, an Independent company specialising in corporate employee benefits. Due to ongoing growth my client is looking to recruit a professional pensions administrator to support the business Duties: - Pensions calculations - entering pension data and answering enquiries to the required standard. - Process leavers, joiners, retirement - Working on manual calculations - Managing both D/C and D/B schemes - To professionally communicate with clients and scheme members - To work as part of a team providing an accurate, reliable and high standard of administration service. The successfully candidate: - Exposure of working with several occupational schemes, defined benefit / defined contribution. - Ability to demonstrate a degree of technical expertise. - QPA / DPC qualified A competitive salary package with support towards further qualifications and a good progression plan is on offerPlease 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=100442Tue, 24 Jan 2012 15:34:22 GMTOur clients is an Ultra HNW IFA Practice and they are currently looking for a highly professional and experienced IFA Administrator to support their team in Southport • You will provide a consistently high level of support with minimal supervision • You will be liaising with internal and external contacts and attend client meeting when necessary. • You will be arranging appointments and any necessary travel arrangements. • The successful candidate must have experience from within an IFA practice. • CF/FPC is essential (or equivalent), 1st Software (Avelo) knowledge and experience of WRAP platforms and SIPP Administration • You should have excellent communication skills, articulate, and be a confident relationship builder. • You will display strong organisational skills and be able to plan and prioritise a busy work load. • As your work may include confidential information, discretion is a must. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease 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=100415Tue, 24 Jan 2012 14:21:20 GMT