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Administrator

Our client is seeking to appoint an experienced Contracts Administrator to join their Planning team to support the on-boarding process for new contracts. This role supports the bid team who quote for new business.

This is not your bog standard admin role – you need to think on your feet and have a ‘can do’ attitude. You will be computer literate and proficient at Excel, be a real team player and be able to work at a fast pace but to a consistently high standard with a real appreciation on the need to deliver against customer SLAs.

You must have an eye for detail and a desire to learn. This is an office based role within a friendly and supportive team, is full time and based in Nottingham. Full training will be provided.

  • Nottingham
  • £19,500 per annum 
  • Full time, office based, permanent 

Main Duties & Responsibilities

  • Assist the Planning function with:
  • Bill of materials production
  • Production and maintenance of parts lists database
  • Produce specific BOM’s for contracted asset base
  • Analyse contracted database to extract and interpret relevant technical information relating to specific make-up of systems Contracts Planning
  • Using tools and guidelines, plan which spares are to be held and where for support of systems under contract
  • Planning Queries
  • Assist Customer Support and Service Teams with planning queries 
  • Support the bid function with a longer term aim of producing customer contract quotations

Skills/Experience:

  • Experience in a similar role is essential!
  • This is a really busy role in a busy team so you must enjoy working at a fast pace but with high levels of accuracy.
  • You must be PC literate, particularly in the use of Excel.
  • Willing to learn and to be able to apply initiative to solve problems.

 

Administrator - Financial Services

Our client is seeking to appoint an experienced Administrator to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that their service offering is outstanding!

Location: Nottingham City Centre

Salary: £18,000 - £23,000 per annum, DOE 

Full time, permanent - split between office & home working

 

Responsibilities:

  • Maintain effective diary system to ensure clients are offered review meetings at the appropriate time
  • Contact clients and book review meetings using diary system
  • Sending confirmation letters/emails to clients
  • Prepare meeting packs for Advisers including valuations and all other relevant documents required
  • Monitor / chase for the return of meeting notes uploaded by Adviser
  • Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system
  • Construct appropriate post meeting letter for issue to clients from Adviser notes
  • Meet & Greet Advisers clients’ when meetings are held onsite
  •  Send any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required
  • Keep Adviser updated of progress throughout
  • Process change of address requests, updating systems and notifying the administration centres
  • Make adviser aware of documentation received in relation to their clients and provide general support as required
  • Act as a point of contact for clients and deal with routine issues/queries

Skills and Experience

  • Experience in a similar role is ESSENTIAL
  • Financial Services experience is HIGHLY desirable 
  • Professional and warm telephone manner
  • Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship
  • Team player

 

Paraplanner

Our client is seeking to appoint a Paraplanner to support the Adviser Team in the submission of new business and replacement business. You will prepare case files to a high standard in order to gain “suitable grades” from Business Assurance when checked.

Accuracy and attention to detail are required in this role together with an element of product knowledge to ensure suitability letters are prepared expeditiously. You will need to be able to work independently and within a team and be prepared to work with the Advisers to ensure that they complete their files and cases as compliantly as possible.

£24,000 - £34,000 per annum, DOE

Full time, permanent - split of home and office working 

Nottingham City Centre 

 

Key duties and Responsibilities:

  • Fully analyse clients’ requirements, develop cash flow models and accurately record client data
  • Research and analyse financial products to meet client requirements and objectives
  • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
  • Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Ensure client meeting notes are updated to CRM system as and when necessary
  • Submission of business via EBS in a timely manner and to ensure that client money rules are not breached
  • Stay abreast of legislative changes and other regulatory issues taking necessary action as required
  • Work within and stay up to date with template changes and advice notes
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Undertake continuous professional development to meet regulatory requirements and personal development needs

 

Knowledge and Experience: 

  • Previous paraplanning experience within an IFA or Wealth Management environment
  • Familiar with all major research systems (e.g. Analytics, Voyant etc.)
  • Experience of the Pension Transfer market
  • Experience of the administration of IHT and/or Investment products
  • Demonstrates up to date knowledge of relevant regulation and legislation
  • Able to transpose information accurately
  • Strong numeracy skills 
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)

 

 

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