SERVICE SERVICE EMPLOYMENT AGENCY

Responsibility

• the preparation of New Business files
• the submission of new business applications
• ensure the Adviser meets with company standard compliance requirements
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• ongoing management of existing client bank - including preparing portfolio reports/client review documents
• ensure all service levels are met for relevant clients and audited correctly
• client change of agency and information gathering
• ensure you understand the Adviser’s business and activity target for the year and log/monitor the relevant figures associated
• client support, processing trades and answering client queries
• ensure you understand the current business goals & objectives
• liaising with advisers and paraplanners throughout the process
• ensure that all data added to the back-office system is correct and up to date where available
• the preparation and submission of New Business Files
• updating the back office system and keeping files and records up to date
• monitoring and assisting sales progression - pipeline/case submission chasing
• prospecting new business opportunities for advisers to generate new income
• ensure that you understand workload requirements by associated group resources
• managing the Review process and booking in
• PA work - managing advisers diary, booking client appointments and deal with adviser emails
• general office admin - scanning, answering the telephone, processing post
• completion or management of completion of the portfolio review report
• action the outcome of the review and audit of the review
• client change of agency and information collection
• diary management including booking appointments
• email management of yourself and Adviser

Requirements

• business Applications
• financial Advice
• administration Duties
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• examination
• financial Planning
• analysis
• switches
• financial Services
• service Standards
• wealth Management
• relevant Industry qualifications
• research
• interpersonal skills to develop and maintain client trust and inspire confidence
• at least 2 years working as an Administrator
• great organisational skills - ability to prioritise and manage own workload
• able to communicate effectively in verbal and written form
• at least 2 years working within a Financial Planning environment
• experience in Financial Services, working in a similar role
• highly organised, methodical and disciplined
• ideally holding or working towards professional qualifications
• you will ideally be working towards or willing to be Level 4 CII Diploma qualified
• great customer service
• shows initiative and takes personal responsibility for completing tasks
• good communication skills, able to deal with clients, support colleagues and challenge providers
• previous experience using Financial Advice platforms and software
• A minimum of 2 years’ experience with the financial services industry
• good IT Skills
• previous experience within fast-paced financial planning practice
• able to work within defined business processes
• knowledge on anti-money laundering, TCF and compliance procedures
• you will possess a professional, proactive and positive attitude
• excellent time management skills
• an understanding of FCA regulations, financial solutions and their practical application within an IFA environment
• adopts a positive attitude, willing to assist others when busy
• IT skills and use or Intelligent office or similar
• you will be analytical with a keen eye for detail
• the ideal candidate
• high attention to detail and accuracy
• meet the day-to-day administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures
• able to work under pressure on occasions to achieve deadlines
• ability to self-manage and be proactive
• to liaise/correspond effectively with Financial Advisers, Paraplanners and administration team
• attention to detail
• great communication skills
• able to achieve agreed outcomes without supervision
• able to prioritise and plan workload

Earnings for position financial services administrator

Responsibility

• developing and maintaining a good working relationship with financial institutions
• maintaining and developing knowledge in all areas of financial planning
• attending client meetings
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• achieving personal targets set by department
• maintaining a good working relationship with existing clients
• research - products, investment solutions and financial planning strategies
• working closely with the Advisers and other Paraplanners
• providing research/report writing and any other sales back up support to the Financial Planners and ensuring that all compliance requirements are met for new and existing clients
• my client is looking for a full time Paraplanner to join their existing team of financial professionals which includes three Paraplanners. This role will primarily be working in my clients Norwich city centre office
• completing Suitability Reports and fund and product research
• report writing - production of compliant reports/suitability letters
• occasional visits to their rural office in Southeast Norfolk will be required, and initial training will be provided here, so you must be able to travel reliably to a relatively remote destination
• maintaining back office systems for client records and compliance purposes
• develop client bank for both existing and new clients
• dealing directly with clients and providers
• ensure all business is conducted in an ethical and compliant manner
• general client support
• general administration duties

Requirements

• financial Planning
• investment
• paraplanning
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• chartered
• financial Services
• reporting
• report Writing
• reports
• wealth Management
• strategies
• research
• technical Support
• investment Strategies
• writing
• financial Planning Certificate
• diploma required
• hold the Level 4 Diploma in Financial Planning
• minimum of 3 years experience in similar environment
• technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions
• level 4 qualified
• research & reporting skills
• be able to produce bespoke reports that are specifically tailored to the client’s requirements
• level 4 Diploma qualified
• experience of working within a financial advice firm
• co-ordination skills
• high attention to detail
• previous experience using Financial Advice platforms and software is desirable
• minimum of 2 years’ experience with the financial services industry
• excellent written communication and listening skills
• previous experience within fast-paced financial planning practice
• financial planning technical skills
• ability to think outside the box
• have a professional, proactive and positive attitude
• team player
• an understanding of FCA regulations, financial solutions and their practical application within an IFA environment
• organisation and prioritisation skills
• ability to understand and articulate the advisers requirements
• analytical with a keen eye for detail
• honesty / integrity
• you may be expected to act as the technical interface between the consultants and the clients
• communication skills
• report writing
• well organised
• time Management skills
• experience of using a wide variety of research tools, provider platforms etc
• 3+ years paraplanning experience
• knowledge of platform providers and FE Analytics
• experience using Intelligent Office would be advantageous but not essential
• my client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. Role purpose
• the role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support
• ability to work accurately and in accordance with procedures having excellent time management, the ability to meet deadlines and the initiative to manage your own workload

Earnings for position paraplanner

Responsibility

• dealing with order enquiries, chases and delivery calls in a courteous and professional manner
• assist in the on-boarding of new clients
• identifying potential delivery issues both internally and externally and resolving accordingly
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• maintaining and updating of all relevant sources of client information including company manuals etc
• responding to requests for support
• administrative service tasks including logging updating and managing service calls and tickets
• to be the first point of contact for our clients, providing excellent customer service in-line with client requirements and internal key performance indicators
• for more information and to apply please contact Natalie at Service Service Recruitment
• arranging reactive service calls to customer sites
• responding to calls and web-based enquiries in a timely manner and within client service level agreements, resolving these at the first point of contact wherever possible and recognising when to seek further advice and escalation to the client
• ensuring service response and resolution times are met
• ? Providing first line support for our client’s customers via phone and email
• following up with service engineers for comprehensive Field Service Reports
• applying attention to detail whilst entering customer details on to the business system. Ensuring that all relevant customer information is captured and recorded
• ? Proving industry leading levels of Customer Service - always having a first-class customer experience at the forefront of your mind
• feeding back to customers following reactive and scheduled service works
• ? Consulting with customers to find out their pain-points/requirements and suggest solutions, by highlighting product’s key features and benefits
• managing return of faulty parts and processing for repair
• ? Assisting customers with fact finding and navigating through extensive and complex product literature/manuals
• quoting for out of warranty support and parts repair
• to actively prepare and conduct outgoing calls to both suppliers and customers effectively and efficiently, demonstrating good time management and providing relevant information to enable the timely extraction and delivery of information
• liaising with service engineers for technical support
• ? Maintaining and updating of all relevant sources of client information including company manuals etc
• scheduling and arranging preventative maintenance, and managing a scheduled works calendar arranging labour to meet requirements
• report this job
• identifying, tracking and raising service escalations to the Service Manager

Requirements

• advice
• communication Skills
• calls
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• organisational Skills
• ecommerce
• customer Service
• service Delivery
• telephone Manner
• technical Support
• E-commerce
• service Desk
• dependable Team Player
• technology
• enquiries
• positive Personality
• minimum 2 years in a similar service desk role
• excellent communication skills
• experience working with customers directly
• self-motivated and driven
• empathetic with customers and a desire to resolve issues in a timely manner
• ability to work under pressure and to deadlines
• ability to work effectively without direct supervision
• understanding of data and reports
• pro-active and driven
• A desire to learn and progress
• familiarity with customer service management systems or ticketing portals

Earnings for position customer service advisor

Responsibility

• liaising with customers, suppliers, and transport companies
• planning and monitoring the storage, delivery, and dispatch of orders
• fulfilling objectives and directions from the operation's headquarters
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• coordinating the use of automated and computerised systems
• responding to and dealing with customer communication by email and telephone
• keeping stock control systems up to date
• planning future capacity requirements
• organising the recruitment and training of staff
• producing regular reports and statistics when required by headquarters
• reviewing and updating the company's health and safety policy and arranging checks
• maintaining client files in line with compliance procedures
• recording office expenditure
• preparing and submitting applications and supporting documents to product providers and inputting new business proposals

Requirements

• computer Literate
• customer Liason
• phone Skills
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• sales Support
• administration
• honesty and integrity
• good attention to detail
• previous experience in an adviser support role within an IFA firm
• excellent interpersonal skills and customer service skills
• strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• strong numeracy skills and excellent eye for detail
• experience of using provider platforms and product provider sites
• understand a range of advice areas provided by the company e.g. investments, pensions, insurance. Experience in mortgages and equity release would also be beneficial
• experience of supervising others’ work would be beneficial
• experience using Intelligent Office would be advantageous but not essential
• the ability to work accurately and in accordance with procedures having excellent time management, the ability to meet deadlines and the initiative to manage your own workload

Earnings for position senior administrator

Responsibility

• the scope of the role covers all invoices and accounting aspects, including but not limited to
• inputting invoices into the company accounts package
• manage the company’s budget, keeping it up to date and relevant
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• dealing with the customers and suppliers queries via telephone and email
• monitoring of the P&L and Balance Sheet
• provide objective advice to department heads so informed decisions are made against business strategies
• aiding the Managing Director and Finance Director with contracts and other tasks which they need completing
• any other reasonable tasks as requested by your line manager

Requirements

• administrative Support
• copywriting
• proofreading
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• bid Processes
• MS Office
• accountancy Level 3 or above
• knowledge of Apprenticeship funding
• excellent communication skills with senior executives and external stakeholders
• sound understanding of financial risk management
• administration, proofreading and copy writing
• reliable, tolerant, and determined. Empathic and erudite communicator, able to see things from the other person's point of view
• keen to learn and develop knowledge - interested in the technologies and commercial realities of Audio-Visual systems
• able to get on with others and be a team-player. Able to perform under time pressure, work extended, yet flexible hours on occasions when required

Earnings for position administrator