we are recruiting a Mortgage Administrator, for a thriving Financial Services firm in Preston, who have an exceptional reputation in the market and are genuinely passionate about the quality of service they give to their clients
working 18 hours per week over 3 days , this is a varied role in which you will have the opportunity to further develop your existing administrative and technical skills in a busy office
an excellent telephone manner and outstanding communication skills, both written and verbal are vital to be successful in this role
as well as having the opportunity to utilise your amazing customer service skills, liaising with clients, suppliers and third parties, you’ll play a key role, supporting the team in a range of administration tasks, effectively prioritising your own workload
the role is office based and located in Preston with free parking available on site
ensuring the smooth running of the office day-to-day, you will be the first point of contact for many customers, via email and telephone as well as face to face, so the ability to build rapport and develop quality commercial relationships is essential. Additionally, you will process files, record data accurately and will ensure all information is up to date, so you will be accustomed to working effectively while maintaining the highest standards of quality and accuracy
in return you will be fulfilling a rewarding role, within a close-knit team; this is a really positive and forward-thinking business who have grown consistently and continue to do so. You’ll be learning from the best and will have an enormous sense of job satisfaction, delivering an outstanding service to clients
paraplanner
Salary
salary
Responsibility
reviewing and understanding existing scheme information from providers
establishing and maintaining files and records
maintaining and updating back office systems, such as Intelligent Office
A range of other general administrative and research duties as required
ensure compliance with business, and industry, standards
Requirements
proven experience in either a paraplanning role, or financial services administration role
qualified diploma standard
overall knowledge of key areas of financial planning and advice
the ability to understand and interpret a cash flow forecast and summarise the key points
experience with caring out client transactions such as new investments, top ups, fund switches and withdrawals
experience of using investment platforms and generating reports using FE Analytics
understanding of taxation on different transactions
an understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
team leader
Requirements
level 4 Diploma including J07
ceMAP
current knowledge of the FCA Training & Competence Handbook and regulatory framework
experience of compliance and competence monitoring
Responsibility
hold regular team meetings to ensure progress towards objectives is tracked and driven proactively
effective cascading and communication of Company strategy and other key information to team
pensions administrator
Working hours
full-time
Responsibility
overseeing the processing of outgoing mail and distributing incoming mail to relevant business area
Requirements
strong written and verbal communication skills
hr business partner
Requirements
level 5 CIPD or equivalent
excellent communication skills, both verbally and in writing
HR Systems experience
strong influencing skills
excellent relationship building skills
conflict management / assertiveness
proven experience of proactively project managing a variety of recruitment campaigns simultaneously from start to finish
experience in the development, implementation and communication of employment policies and procedures
Responsibility
to manage the implementation of a number of HR projects in line with the HR Year Plan to ensure the HR department supports the business in the achievement of its strategy, ensuring that projects are delivered on time and within budget
to support managers with recruitment and selection, including the development and posting of job descriptions, adverts and assisting with interviews, selection processes and offers
compliance officer
Working hours
full-time
Language
english
Requirements
financial Services experience
self motivated
ability to identify and escalate issues
ability to manage own workloads effectively
analytical skills
verbal and written communication skills
ability to build key relationships internally and externally
we are currently looking for a Compliance Operations Officer to join our Oversight & Insight Team.Based at our Leeds Office, this is a full time opportunity where we operate a hybrid working model providing a balance of home and office working
Responsibility
assisting with risk based thematic monitoring reviews and investigations
independent financial adviser
Responsibility
building up a long-term book of clients in a competent, compliant, and professional manner
generating new business and building introducer relationships through self-generated referrals and use of the leads provided by the sister firm
taking accountability for the compliance oversight FCA function, with support from a third party compliance consultant
delivering the end-to-end sales process
partaking in annual reviews to ensure client retention
taking management of your own diary and time, efficiently prioritising tasks
including, conducting fact-find meetings with prospective customers, preparing sound financial plans to ensure clients meet their financial goals, and customising financial plans in accordance with clients’ changing needs
client manager
Working hours
full-time
Requirements
strong communication and relationship building skills
passionate about delivering excellent client service
excellent time management, administration and organising skills with the ability to work within specified timescales and quality levels
good telephone manner with the ability to build rapport quickly and effectively
experience of dealing with client queries in a timely manner
strong written and verbal communication skills
proven experience of providing detailed administrative support within a financial advice business
Responsibility
regularly reviews MI and ensures aligned colleagues take appropriate actions to support accurate client data and records
business support administrator
Working hours
full-time | Contract
Language
english
Requirements
strong Organisation and planning ability
strong written and verbal communication skills
excellent time management skills
confident telephone manner with the ability to build rapport and provide excellent customer service
accuracy and attention to detail
£20,000- £23,000 per annum dependent on skills and experience
Responsibility
updating Tenet systems to ensure accurate information and data quality for audit purposes
mortgage adviser
Salary
salary
Responsibility
providing mortgage advice to new and existing customers
dealing capability with a large volume of leads from prospective clients
supporting the client from initial enquiry through to completion, delivering excellent service
making use of significant opportunities to upsell and cross sell