financial services support

Dynamite Recruitment Solutions Ltd

Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice. Key Responsibilities <ul> <li>Prepare suitability reports and support advisers with research and analysis.</li><li>Assist with cashflow modelling and product research.</li><li>Liaise with clients and providers to gather information.</li><li>Maintain accurate client records and process new business.</li><li>Provide administrative support such as scheduling meetings and handling paperwork.</li></ul> Skills & Experience <ul> <li>1+ year in paraplanning or financial services.</li><li>Working towards or holding Level 4 Diploma (desirable).</li><li>Good technical knowledge of pensions, investments, and protection.</li><li>Strong attention to detail and communication skills.</li><li>Confident using back-office and financial planning software.</li></ul> What We Offer <ul> <li>Competitive salary</li><li>Training and qualification support</li><li>Friendly team and flexible working options</li></ul> £35,000 - £40,000 Full time or Part time For more information please apply or contact Tegan at Dynamite Recruitment

Paraplanner

Saltus

Location: Fully remote role IntroductionWe&rsquo;re looking for an experienced and proactive Paraplanner to join our growing team, supporting a nationwide network of Independent Financial Advisers within Abacus. In this key role, you&rsquo;ll help deliver exceptional client outcomes by producing accurate, compliant, and thoroughly researched financial recommendations.As part of the Saltus Group, Abacus specialises in supporting independent advisers through a highly resourced, collaborative model that allows them to focus on what matters most &mdash; providing outstanding advice and service to their clients. Our structure provides advisers with the tools, systems, compliance support, and back-office assistance they need to run efficient, successful practices without compromising their independence.Why Saltus?Our mission is to improve everyone&rsquo;s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.We&rsquo;re proud that we&rsquo;ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.Today Saltus manages and advises on over &pound;10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.What does this role look like?As a key member of our central support team, you&rsquo;ll work closely with advisers to prepare suitability reports, conduct product and fund research, and ensure advice is both compliant and client-centric. You&rsquo;ll have the opportunity to develop strong relationships with advisers while contributing to the smooth, efficient operation of their businesses.This role will:<ul><li>Deliver high standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance procedures and internal systems and processes are followed.</li><li>Work seamlessly with the existing paraplanning team.</li><li>Develop on an ongoing basis with training and support from your line manager, with a view to progressing to a Level 6 qualified paraplanner,</li><li>Maintain client confidentiality, data protection and other legislative and organisational responsibilities.</li><li>Seek opportunities for continuous improvements and feedback to your line manager.</li><li>Be flexible and tackle a variety of tasks on behalf of the team.</li><li>Undertake Continuous Professional Development (CPD) to meet regulatory requirements, both internally and externally.</li></ul>Main duties and responsibilities<ul><li>To log and manage paraplanning requests from advisers.</li><li>To provide paraplanning support for basic and complex new business such as; individual protection, business protection, Investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.</li><li>To assist the Pension Switch Team as needed.</li><li>To ensure the adviser has sufficient know your client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information.</li><li>To liaise with advisers where information is incomplete or unclear.</li><li>To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner &amp; FE Analytics).</li><li>To produce quotes/illustrations using provider sites, Assureweb &amp; IRESS.</li><li>To prepare cash flow modelling forecasts in line with group cashflow guidance.</li><li>To draft suitability reports based on fact find information, file notes and research.</li><li>To seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.</li></ul>Relevant experience, skills &amp; knowledge:<ul><li>Minimum Level 4 Qualified CII or equivalent qualification &ndash; ideally working towards Level 6 Qualified CII or equivalent qualification.</li><li>Minimum 2 years experience working in the Financial Services sector. Minimum 1 year experience in Trainee Paraplanning role.</li><li>Experience of Financial Services back office systems.</li><li>Computer literacy with knowledge of word and outlook.</li><li>Ability to provide high quality work, spotting and rectifying errors to layout, format, spelling and grammar as appropriate.</li><li>Good planning, organisation and time management.</li><li>Able to demonstrate problem solving skills.</li><li>A positive can-do attitude and a strong desire to deliver high quality results</li><li>Able to use good judgement and initiative.</li><li>Able to demonstrate reliability, discretion, confidentiality and flexibility.</li><li>Proven experience in working from home and as part of a team.</li></ul>Where will I be working?This is a remote working role but you need to be UK based. We&rsquo;re incredibly flexible about when and how you work: we don&rsquo;t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they&rsquo;re looking for. We are passionate about championing flexible working for our people, so if there&rsquo;s a slightly different working pattern that you&rsquo;re looking for, then please come and have a chat to us about it!What benefits do I get when working for Saltus?The salary is up to &pound;35,000 depending on experience working 35 hours per week, alongside 25 days&rsquo; holiday (plus bank holidays + your birthday off!), life assurance cover, study support and a pension, alongside access to our flexible benefits platform. Just as importantly, you&rsquo;ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 300+ people. We work hard, but we have an awful lot of fun along the way. If you think you&rsquo;d like to come and join us, then please do get in touch&hellip; we&rsquo;d love to hear from you!Job Types: Full-time, PermanentPay: Up to &pound;35,000.00 per yearBenefits:<ul><li>Company pension</li><li>Employee discount</li><li>Work from home</li></ul>Work Location: Hybrid remote in Bath BA1 2LL

Paraplanner (remote)

Burgh Recruitment Ltd

Financial Services AdministratorLocation: RemoteSalary: Up to £40,000 (DoE)Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.The Role: Financial Services Administrator<ul><li>You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice</li><li>You will be a point of contact for clients and third parties dealing with general enquiries</li><li>You will be responsible for business submission using bespoke software</li><li>You will need to ensure that business obtained is being processed in a timely way</li><li>Due to the nature of the business, tasks must be completed within a timely manner. </li></ul>You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation frameworkThe Person: Financial Services AdministratorThis is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. <ul><li>You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop</li><li>You have excellent IT and communication skills, are highly organised and can make decisions</li><li>Ideally, you have used the CRM Salesforce</li><li>You are a self-starter and able to work with little or no supervision</li><li>It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.</li><li>A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.</li></ul>St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Financial Services Administrator

Reed

Skilled Great IFA Financial Services Administrator role to join a wonderful, Lovely Company in the High Wycombe area Office Based. This office-based role is within the Company's Independent Financial Services support team. The candidate will be working alongside the existing team assisting with all levels of administration and financial reporting. The ideal candidate should be confident, self-motivated and be able to work effectively by yourself as well as being part of a team. An excellent attention to detail is a must. You must be able to organise your own work and prioritise your own diary once work has been allocated to you in your role. The candidate must have at least three years' experience within a Financial Services Administration role with a wide product knowledge. Qualifications Required The preferred candidate should be confident and have strong numeracy and reporting skills for certain A Good understanding of Microsoft software including Word, Excel and Outlook Knowledge of Intelliflo would be advantageous. Provider/Platform experience and Brooks Macdonald, Advance Embark and Utmost, Tatton, AVIVA would be beneficial but not essential. Day to day duties would involve: - <ol> <li>Assisting in the preparation of annual reviews</li><li>Completion of files to meet and set the compliance standards</li><li>Liaising with providers and clients by telephone/correspondence in relation to new and existing business INCLUDING PENSIONS, INVESTMENTS, LIFE COVER & EMPLOYEE BENEFITS</li><li>Assisting in the preparation of simple suitability reports</li><li>Processing and submission of new business (online and postal applications) and monitoring applications</li><li>Input of adviser fees/commission onto IO and the raising of invoices</li><li>Chasing of adviser fees from provider, where required.</li><li>Processing amendments to existing plans e.g. fund switches</li><li>Updating and maintaining client information through Intelliflo</li><li>Personal Diary management in Outlook and Intelliflo</li><li>General administration duties which will include filing electronic documents, binding, scanning etc</li><li> GREAT ROLE FOR A SKILLED IFA ADMINISTRATOR WITH AS OUTLINED A MINIMUM OF 3 YEARS EXPERIENCE AS A SKILLED FINANCIAL SERVICES IFA ADMINISTRATOR IN THIS GREAT COMPANY. APPLICATION IS PURELY FOR CANDIDATES WITH THE SKILL SET AND PENSIONS AND INVESTMENTS AS OUTLINED, AND A MINIMUM OF 3 YEARS EXPERIENCE IN THE ROLE TO APPLY AND BE INTERVIEWED. </li></ol>

IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

North Oak Recruitment Ltd

IFA Technical Administrator South Leics (our ref AL1380) - Office based roleSalary to £30,000 dep on exp excellent benefits inc parkingThis is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday.My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.The Role:<ul><li>Letter of Authority administration and processes.</li><li>Making of appointment packs/General administrative duties where required.</li><li>Valuations.</li><li>Telephoning providers.</li><li>Letter writing/Photocopying</li><li>Prepare cash flow modelling (information gathering and understanding)</li><li>Prepare portfolio comparison analytics</li><li>Action fund switches & carry out attitude to risk questionnaires</li><li>Booking then preparing new and existing client appointment packs</li><li>Adviser diary management</li><li>Regular engagement with clients and providers via telephone, email and letter</li><li>Produce 'no action' and fund switch suitability letters</li><li>Maintain clear and compliant records</li><li>Attend departmental meetings and training</li><li>Process new business applications</li><li>Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly.</li><li>Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.</li><li>Keep up to date with all relevant product, legislative and technical changes, as required.</li></ul>Ideal skills/experience:<ul><li>Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector.</li><li>Thrives in a fast paced and accurate data input environment.</li><li>Understanding of regulations/compliance (advantageous).</li><li>A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo).</li><li>Excellent customer facing interactions, good administration skills/phone manner and IT skills</li><li>Well-presented.</li><li>Self-motivated and organised, with a good work ethic.</li><li>Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.</li><li>Able to stay focused on tasks, despite distractions and interruptions.</li><li>Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.</li><li>Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.</li></ul>If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

IFA Technical Administrator

Farm Credit Services of America

<div>AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services. 
 
Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve. We take pride in being a great place to work, and this enthusiasm is reflected in the relationships our team members foster with one another and with our customers.<div><div><div><h2 class="jobSectionHeader"> 
Job Summary</h2></div><div><ul><li>Incumbent must work a percentage of time each week in the Omaha, NE office.</li></ul> 
We&rsquo;re looking for a Financial Database Analyst to join our team. In this role you will be working in a highly collaborative team to deliver, validate, monitor and support the financial systems and data processes across multiple environments. You will assist in the development, customization, and implementation of data transformations for end users and integrate financial data across systems.</div></div><div><div><h2 class="jobSectionHeader">
Essential Duties &amp; Responsibilities</h2></div><div><ul><li>
Serve as the bridge between product management and technology.<ul><li>
Determines financial system data requirements in collaboration with product owners, vendors, end users and technology teams.</li><li>
Collaborate with Business Technology teammates on data integration using data integration methods, data governance processes, and best practices. Serve as a technical data owner for various financial data systems.</li><li>
Serve as a consultant or subject matter expert for cross-functional teams pulling from a foundation of broad Farm Credit Services of America/Frontier Farm Credit business knowledge and technical expertise of both current and future systems to provide input and feedback as recommendations and decisions are made.</li></ul></li><li>
Support data from financial applications and the overall management and governance of data across financial product development.<ul><li>
Lead data analysis, validation and integration for financial applications and processes.</li><li>
Responsible for data accuracy, migration of timely data and accurate exchange of data between financial systems and databases.</li><li>
Provide expertise regarding the extraction, transformation and loading of data between internal and external financial systems.</li><li>
Incorporate continuous process improvement into all project, support and testing efforts.</li><li>
Lead data mapping efforts for all new and existing financial data related processes.</li><li>
Develop knowledge of the Associations processes and financial industry standards. Improve and maintain understanding of financial system tools, practices, and methodologies.</li></ul></li><li>
Provide support to product and business teams<ul><li>
Provide support for core financial applications and processes by responding to assigned system issues and problems, determine root cause and resolution, and communicate information to teammates, product owners, and leadership (this may extend beyond normal working hours).</li><li>
Assist in the development, generation, and distribution of data driven requests and reports to meet operational business needs.</li><li>
Generate appropriate documentation for support procedures and business processes.</li></ul></li></ul></div></div><div><div><h2 class="jobSectionHeader">
Education Requirements</h2></div><div><ul><li>
Bachelors Degree in an analytical field (e.g. math, economics, engineering, statistics, computer science, MIS) preferred.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Years of Experience</h2></div><div><ul><li>
2+ years of experience in database analysis and system integration, experience with data extraction, transformation and loading across internal or external platforms.
</li><li>Strong financial acumen and ability to translate data insights to business partners.</li></ul></div></div></div> 
About Us:
AgCountry has 45 offices, is based in Fargo, North Dakota and serves portions of North Dakota, Minnesota, and Wisconsin, FCSAmerica is based in Omaha, NE and has 42 local offices serving rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. Frontier Farm Credit has six offices serving eastern Kansas. Together, we support nearly 82,000 producers and agribusinesses, meeting the needs of today&rsquo;s agricultural industry with our combined 2600+ employees providing lending, risk management, technology, commodity marketing, and customer and employee education. 
AgCountry Farm Credit Services, ACA, Farm Credit Services of America, ACA, and Frontier Farm Credit, ACA are Equal Employment Opportunity employers, and they comply with all applicable federal, state, and local fair employment practices laws.</div>

Financial Database Analyst

AL QANNATI BKC GROUPS OF COMPANIES

About The CompanyWe delivers a wide range of manpower services across the United Arab Emirates, for a large Client base in infrastructure, construction, factories, interiors and fit out services. Having 25 years of experience working with the UAE&rsquo;s leading companies, we deploy the industry best tailored manpower services to advance our client success.About The JobA finance executive manages a company's financial operations by handling accounts payable and receivable, preparing financial reports, and performing reconciliations. They also analyze financial data to support strategic planning, ensure compliance with financial regulations, and may assist with budgeting and forecasting. Key responsibilities include processing transactions, verifying invoices, maintaining ledgers, and providing administrative support to the finance department.Job Type: Full-timePay: AED2,500.00 - AED3,500.00 per month

Finance Executive

Search 10000+ Financial services support jobs near you this November. New roles added regularly across leading industries. Apply today.