An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
? Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
? Serving as a point of contact for clients, handling queries professionally and proactively
? Maintaining and updating back-office systems and client records
? Processing new business, applications, transfers and ongoing servicing requests
? Preparing meeting documentation, valuations and supporting paperwork
? Liaising with product providers and third parties to obtain required information
? Drafting suitability reports across a broad range of advice areas
? Undertaking technical research, including product and fund analysis
? Carrying out regular file checks and spot checks on team output
What we are looking for:
? Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
? Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
? Ideally Diploma Level 4 qualified, or actively working towards this qualification
? Strong technical knowledge of pensions and investment products
? Experience using financial platforms to generate illustrations and related documentation
? Confident user of Microsoft Word, Excel and Outlook
? Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
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Job Description:
Core-Asset Consulting is partnering with a leading global corporate and fund services provider to recruit a Senior Manager - Institutional Client Services Operations to join their team in Edinburgh. You will be responsible for leading operational initiatives and supporting transformational projects, with a focus on improving business processes, operational efficiency and delivery across multiple business areas.
Essential Skills/Experience:
Experience within the corporate services or fund administration industry, ideally with business support exposure.
Background in operations, project management, business analysis or a similar role.
Strong analytical, organisational and problem-solving skills.
Ability to manage priorities and deliver to tight deadlines.
Solutions-focused mindset with excellent communication skills.
Core Responsibilities:
Lead operational initiatives and projects, ensuring clear definition and delivery of business requirements.
Support and contribute to key transformation and change programmes
Provide project management support, including planning, execution and reporting
Lead the integration of operational processes for new and existing business acquisitions.
Analyse business processes and data to identify inefficiencies and recommend improvements.
Produce and maintain clear project documentation and reporting
Present findings and recommendations to stakeholders
Monitor the effectiveness of implemented changes
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16368)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
As a Finance Administration Apprentice, your day-to-day responsibilities will include:
Supporting the Finance Team with administrative tasks and processes
Leading on specific duties such as the Glasspool fund and petty cash monitoring
Creating debit card sheets and issuing purchase order numbers
Filing, photocopying, scanning and organising financial paperwork
Dealing with incoming calls and post, and directing enquires appropriately
Ordering goods and supplies for Humbercare services
Supporting income recovery tasks for the Income Officer
Assisting finance colleagues with any required administrative or financial support
You’ll learn valuable skills in communication, organisation, teamwork and IT, all while contributing to the smooth running of the Finance Department
Training:This role includes:
On-the-job training with mentoring and support
Off-the-job training to complete the Level 3 Business Administrator Apprenticeship qualification
Support to develop skills in finance admin and professional workplace behaviours
Training Outcome:After the apprenticeship qualification is complete there is potential for a full time position and a chance to progress further.Employer Description:We are a charitable organisation dedicated to the support and enablement of Adults and Young People. Our services are designed to support, enable and help people to feel like valued members of our communities.Working Hours :Monday to Friday times to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
* Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
* Serving as a point of contact for clients, handling queries professionally and proactively
* Maintaining and updating back-office systems and client records
* Processing new business, applications, transfers and ongoing servicing requests
* Preparing meeting documentation, valuations and supporting paperwork
* Liaising with product providers and third parties to obtain required information
* Drafting suitability reports across a broad range of advice areas
* Undertaking technical research, including product and fund analysis
* Carrying out regular file checks and spot checks on team output
What we are looking for:
* Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
* Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
* Ideally Diploma Level 4 qualified, or actively working towards this qualification
* Strong technical knowledge of pensions and investment products
* Experience using financial platforms to generate illustrations and related documentation
* Confident user of Microsoft Word, Excel and Outlook
* Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
* Competitive salary
* Company pension scheme
* Free on-site parking
This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Role Climate17 are working alongside a well-known renewable energy investment fund. They actively require an experienced Senior Project Manager for their Glasgow office. The successful candidate will be contributing towards the successful development and delivery of high-quality renewable energy projects. Responsibilities Support and manage key pre-construction and construction activities including;grid applicationsgeneral engineering activitiesprocuring and placing contractspre-construction activities (such as planning condition discharge)contract administration and reportingresolution of ad-hoc issuesmonitoring technical and HSE compliance and managing the overall delivery of projects until handover to the asset management team.The role-holder will also require undertaking development and operation works that provides the role-holder with all round knowledge of the project life cycle and overall business. Requirements Project Management / Engineering / Planning Qualification (degree level as a minimum).Minimum of 7 years’ experience within the renewable energy industryStrong experience of project management and leading the development and delivery of projects at various stages in the project lifecycle including the delivery of windfarms, grid connections, solar PV or battery storage projects (experience in other industries with suitable transferrable skills will also be considered).Experience of contract preparation, negotiation and administration including tracking contract performance, managing payment processes and management of deliverables.Experience of working with grid operators and managing the delivery of grid connections.Experience of managing project stakeholders including regulators, statutory consultees and local communities.An understanding of project financial management, project economics, energy markets and, in particular, the opportunities presented by new technologies.Understanding of and able to implement quality assurance processesUnderstanding of health, safety and environmental legislation applicable to construction projects particularly CDMExperience of UK consenting processesExperience in the use of technical software (such as AutoCAD, GIS, PVSyst)An ability to anticipate project issues and propose creative solutions.An ability to translate technical detail into commercial impact.An ability to manage several project tasks at once and be able to plan and prioritise project workload. Location: Glasgow – hybrid working + site visits, as req. About Us Climate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application Process Climate17 is committed to creating a diverse, inclusive and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world. We welcome applications from all qualified candidates, regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, or whether or not they have a disability. If you require additional support, equipment or resources in order to participate in the job application or interview process, please let us know.....Read more...
Provide high quality, accurate admin support to all Edsential teams as required by the Catering & Cleaning Efficiency Manager
Provide excellent customer support to schools and school kitchens
Support and prepare reports where required
Prepare filing and maintain information systems in accordance with GDPR standards
Be the first point of contact for absence management activities and related queries within the Catering Team
Manage the central absence telephone line and cover desk with support, arranging cover appropriately
Monitor the Catering Team’s central inbox for absence, ensuring that all absence data and documentation is processed confidentially and accurately
Maintain accurate and up to date absence information on the HR system and ensure that sickness absence cases that have come to an end are closed appropriately ahead of payroll submission
Responsible for maintaining contact with absent employees, understanding reasons for absence and likely duration of absence
Ensure appropriate sickness certification is obtained where required and uploaded to the HR System
Monitor return to works to identify trends to support the management of absence within the service
Monitor absence triggers and action appropriately, escalating cases to Business Managers and the HR Team where required
Complete all related administration relating to absence review meetings including invitation letters, uploading meeting documentation and sending this through to the employee
Support the implementation of the Absence Management procedure across the service to ensure all parties understand the procedure and related expectations and responsibilities
Training:
The apprentice will receive training from a workplace mentor and a vocationally competent assessor towards the Business Administrator
Level 3 Apprenticeship Standard. In addition, they will complete Functional Skills Level 2 in maths and English as part of the apprenticeship, unless evidence of exemption can be provided
Training Outcome:
Ability to progress onto a higher level apprenticeship
Employer Description:Edsential Community Interest Company is owned by Cheshire West and Chester Council and Wirral Council, dedicated to improving outcomes for children and young people through the provision of high-quality, ethical, and innovative services. The company's mission is to directly reinvest any profits into improving services and supporting progress in schools within the community. Edsential provides a wide range of services, including catering, cleaning, music, residential, governors, creative and performing arts, learning outside the classroom, health and wellbeing, and holiday activity fund. Working Hours :Monday- Friday
Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
