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Magnus James
Cardiff
An excellent opportunity has arisen within a highly regarded Property Management and Block Management company in Cardiff for a Block Management Administrator to join their fantastic team. Block Management Administrator – Benefits £23,000 - £24,000 basic salary DOE Well respected independent company - Investors in People Employer Private medical and
Job Source: Magnus JamesJMC Legal Recruitment
cardiff, wales, United Kingdom
Trusts & Estates Administration Solicitor 1+ years PQE or CILEX l Top 100 l Cardiff The firm: This Top 100 firm has a rich heritage that is made apparent as soon as you walk into one of its offices. They have deep-rooted connections and long-standing clients due to their high quality of work and industry knowledge. You will see this firm firmly
Job Source: JMC Legal RecruitmentZest Recruitment & Consultancy LLP
Cardiff
Zest Recruitment and Legal Consultancy have an excellent opportunity for a Bids Manager to join a leading regional firm in their Cardiff office. This is an opportunity to play a key role in the ongoing success of the business by supporting the retention of existing clients, and the acquisition of new clients and projects across private and public s
Job Source: Zest Recruitment & Consultancy LLPTSR Legal Recruitment
Cwmbran
Office / Practice Manager | Cwmbran TSR Legal are proud to be working with a law firm who now have an opening to join their firm as an Office / Practice Manager. This is a pivotal management role at a distinguished law firm in Cwmbran. This practice is seeking a dynamic individual to helm their operations as a Practice/Office Manager. The success
Job Source: TSR Legal RecruitmentPenguin Recruitment
Cardiff
Associate Reference: KOCAR719211 Location: Cardiff Salary: £40-50,000 Dependant on experience This presents a unique opportunity for an experienced Architectural Technologist or Architect to join an award-winning chartered practice based in Cardiff at an Associate level. The firm is seeking an ambitious professional with a wealth of experience in a
Job Source: Penguin RecruitmentTSR Legal Recruitment
Pontypridd
TSR Legal are working with an esteemed law firm who are now seeking Legal Cashier to become an integral part of their dynamic team. The successful candidate will enjoy a stimulating work environment where precision and financial acumen are highly valued. Benefits: - Engage in a diverse range of financial tasks within a respected legal practice.- Co
Job Source: TSR Legal RecruitmentAdecco
Cwmbran
We are pleased to be recruiting for an Administration Officer to join Gwent Police at their Police HQ in Cwmbran. This is a full time position working 37 hours per week Monday to Friday 9am to 5pm. This is a temporary assignment initially until December 2024. Please do not apply for this position unless you have lived in the UK for at least the l
Job Source: AdeccoRecruitment Solutions Workforce Ltd
Merthyr Tydfil
RSW are seeking an Administrator to join our Client in the Merthyr area. The ideal candidate will be organized, detail-oriented, and proficient in administrative tasks. Responsibilities: - Perform general clerical duties including photocopying, faxing, and mailing - Maintain electronic and hard copy filing system - Assist in resolving any administ
Job Source: Recruitment Solutions Workforce LtdPontypool
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
The Role
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
There will be client contact, but you are not authorised to give advice.
The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.
This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.
Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.
Key Responsibilities
- Research a broad range of financial products across all financial sectors
- Maintain regular contact with clients providing assistance where required
- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Sending Letters of Authority
- Collate and evaluate client policy/investment/pension
- Researching products and funds using software such as Select A Pension and FE Analytics
- General Administration duties
- Create and maintain client files and enter details onto back-office database
- Submitting Business on internal and external systems
- Maintain regular contact with clients, booking clients in for annual reviews and management of review process
- New business processing and submission to Business Quality, submitting onto external and internal systems
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed
The Ideal Person
- Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable.
- Experience using financial research tools.
- Working towards diploma qualification preferred, but not essential.
- It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
- You must be happy to work on your own and as part of a team and have excellent time management skills.
- Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner.
Package
- Dependent on skills and experience
- 25 days annual leave
- Birthday off as additional leave
- Auto enrolment pension
- Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme
Email Alert for Administrator - Wealth Management Firm jobs in Pontypool
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