Do you have experience working as an Administrator within a Financial Services organisation? Do you understand the industry and the market? If yes, then we have an exciting opportunity that's arisen to step in and cover maternity leave on a 15 month contract basis in Chelmsford. This contract is to start Feb 2020 and will end in May 2021 Using your previous IFA Administration experience you will get involved and be hands on in all the day to day administration support and client care duties within this established Financial Advisors. You will naturally be a confident and strong team player who is highly organised with good time management skills and the ability to work on your own initiative. In return for your hard work, you will be rewarded with:- Monthly target related bonuses 22 days holiday + Bank Holidays On-site Parking Workplace pension scheme Social Events & Charity days Hours of 9.00am - 5.00pm, Monday - Friday If this sounds like you and you have the relevant experience please apply with your CV now.
29 Jan, 2020
Full Time
Do you have experience working as an Administrator within a Financial Services organisation? Do you understand the industry and the market? If yes, then we have an exciting opportunity that's arisen to step in and cover maternity leave on a 15 month contract basis in Chelmsford. This contract is to start Feb 2020 and will end in May 2021 Using your previous IFA Administration experience you will get involved and be hands on in all the day to day administration support and client care duties within this established Financial Advisors. You will naturally be a confident and strong team player who is highly organised with good time management skills and the ability to work on your own initiative. In return for your hard work, you will be rewarded with:- Monthly target related bonuses 22 days holiday + Bank Holidays On-site Parking Workplace pension scheme Social Events & Charity days Hours of 9.00am - 5.00pm, Monday - Friday If this sounds like you and you have the relevant experience please apply with your CV now.
A&B Recruitment
City Corner, Hinton Parva, Swindon SN4 0DH, UK
Rate: £12.09 p/hr Hours : Monday to Friday 9:00am to 5:00pm Location: Swindon Contract: Temporary - 6 Months Weekly Paid Main functions of the job Provide administrative support to advisers through the delivery of a range of services Provide support to the Team Manager and other members of the team, as required Main Accountabilities The role holder will have responsibility for checking that cases on which they work conform to the SAF and quality standards by working with the Adviser to guide them where appropriate Build and maintain relationships with members of the AQT and LAT teams to ensure consistency of approach across all three teams Provide expert input to Advisers using the service to ensure that the quality of the product and client outcome is maximised Keeps technical, professional and product knowledge up to date and demonstrates relevant expertise Be prepared to challenge and stand firm where appropriate Undertake all aspects of the role in an ethical and compliant manner Proactively build relationships with external parties to ensure that the services of the team are understood, and deadlines continually met. Processing of invoices monthly for external contractors Ensure records are kept up to date and accurate Ability to work well in a team Experience in dealing with Advisers and Managers to understand their approach and attitude Excellent communication skills The desire to improve service by gaining constructive feedback Enthusiastic to the success of the company Ability to prioritise workloads and deliver tasks to the required business timescales Ability to work flexibly both as an individual and part of a wider team; supporting colleagues to ensure all tasks are covered on a day to day basis Knowledge Knowledge of our products and services Knowledge of Sales Process Thorough understanding of Money Laundering and Data Protection rules The ability to use Word and Excel Behaviours Professional Demonstrates total customer dedication Open and straightforward Honest and trustworthy Enthusiastic Takes personal responsibility Treat others with respect Excel in what you do Works well with other people in a team environment Qualifications GCSE level or equivalent Experience of Financial Services Experience of customer contact desirable
29 Jan, 2020
Seasonal
Rate: £12.09 p/hr Hours : Monday to Friday 9:00am to 5:00pm Location: Swindon Contract: Temporary - 6 Months Weekly Paid Main functions of the job Provide administrative support to advisers through the delivery of a range of services Provide support to the Team Manager and other members of the team, as required Main Accountabilities The role holder will have responsibility for checking that cases on which they work conform to the SAF and quality standards by working with the Adviser to guide them where appropriate Build and maintain relationships with members of the AQT and LAT teams to ensure consistency of approach across all three teams Provide expert input to Advisers using the service to ensure that the quality of the product and client outcome is maximised Keeps technical, professional and product knowledge up to date and demonstrates relevant expertise Be prepared to challenge and stand firm where appropriate Undertake all aspects of the role in an ethical and compliant manner Proactively build relationships with external parties to ensure that the services of the team are understood, and deadlines continually met. Processing of invoices monthly for external contractors Ensure records are kept up to date and accurate Ability to work well in a team Experience in dealing with Advisers and Managers to understand their approach and attitude Excellent communication skills The desire to improve service by gaining constructive feedback Enthusiastic to the success of the company Ability to prioritise workloads and deliver tasks to the required business timescales Ability to work flexibly both as an individual and part of a wider team; supporting colleagues to ensure all tasks are covered on a day to day basis Knowledge Knowledge of our products and services Knowledge of Sales Process Thorough understanding of Money Laundering and Data Protection rules The ability to use Word and Excel Behaviours Professional Demonstrates total customer dedication Open and straightforward Honest and trustworthy Enthusiastic Takes personal responsibility Treat others with respect Excel in what you do Works well with other people in a team environment Qualifications GCSE level or equivalent Experience of Financial Services Experience of customer contact desirable
As a Customer Adviser you will be responsible for till operation, cash management, branch administration, servicing, balancing, and cash replenishment. You will complete all administration tasks in relation to customer enquiries, leads and sales, through utilisation of the Society's Customer Management systems. This is a part-time position, 14 hours per week, Thursday and Friday 9am - 5pm (plus Saturday 8.45am - 12pm on a rota basis). Our Customer Advisers consistently adopt a proactive and positive approach with our customers. They understand how best to help customers by applying the branch Understanding Needs process. This entails suggesting options customers may consider and identifying leads for the relevant advice specialists. This is a part-time position, 30 hours per week, Monday - Friday, 9:00am - 3:15pm (with a 15min break). Two Saturdays per month are required, to be worked as overtime, 8:45am - 12:00pm. Skills and Experience As a Customer Adviser, you will join an already successful team that provides first-class, market-leading customer service. You will get to use your strong communication skills which will help us to deliver consistently high levels of customer satisfaction. This in turn will lead to customer advocacy for use of our products and services. As well as receiving a competitive annual salary our colleague benefits package also includes; A minimum of 25 days holiday per annum which rises with length of service up to 30 days per annum + bank holidays Corporate pension scheme Life assurance Corporate bonus scheme Childcare vouchers Free gym access Great transport links with discounted travel Buying holidays policy Staff offers and access to staff association offering discounts for local trips, events & services Employee Assistance Program If you enjoy working as part of a team and putting customers at the heart of everything you do then please apply below.
29 Jan, 2020
Full Time
As a Customer Adviser you will be responsible for till operation, cash management, branch administration, servicing, balancing, and cash replenishment. You will complete all administration tasks in relation to customer enquiries, leads and sales, through utilisation of the Society's Customer Management systems. This is a part-time position, 14 hours per week, Thursday and Friday 9am - 5pm (plus Saturday 8.45am - 12pm on a rota basis). Our Customer Advisers consistently adopt a proactive and positive approach with our customers. They understand how best to help customers by applying the branch Understanding Needs process. This entails suggesting options customers may consider and identifying leads for the relevant advice specialists. This is a part-time position, 30 hours per week, Monday - Friday, 9:00am - 3:15pm (with a 15min break). Two Saturdays per month are required, to be worked as overtime, 8:45am - 12:00pm. Skills and Experience As a Customer Adviser, you will join an already successful team that provides first-class, market-leading customer service. You will get to use your strong communication skills which will help us to deliver consistently high levels of customer satisfaction. This in turn will lead to customer advocacy for use of our products and services. As well as receiving a competitive annual salary our colleague benefits package also includes; A minimum of 25 days holiday per annum which rises with length of service up to 30 days per annum + bank holidays Corporate pension scheme Life assurance Corporate bonus scheme Childcare vouchers Free gym access Great transport links with discounted travel Buying holidays policy Staff offers and access to staff association offering discounts for local trips, events & services Employee Assistance Program If you enjoy working as part of a team and putting customers at the heart of everything you do then please apply below.
A banking client of mine are searching for an ISA Operations Manager. To be considered for this role you MUST have proven experience of working in a payment background, with an understanding of ISA transfer service. Job Summary & Responsibilities Responsible for maintaining an environment with intense focus on customer satisfaction/advocacy and professional customer support, balanced with consistent achievement of standard business objectives Work with the wider management team in hiring and developing staff and supporting a highly functioning team environment Responsible for managing operations and payments across the UK team Oversight of Team Leads and agents managing ISA services to achieve performance goals and maintain agent satisfaction by providing leadership, communication, coaching and professional development to direct reports and their teams Ensure a timely and high quality resolution of customer enquiries and acts as an escalation point of contact, directly interacting with customers, reviewing complaints and making judgment calls on difficult customer situations, escalations and fraud cases Ensure all complaints are acknowledged in a timely manner and customers are kept information throughout the complaint process. Manage the end-to-end resolution of savings transfers and general payments, within given timescales Responsible for conducting internal quality audits/monitors of customer support team and assists contact center teams with development and implementation of appropriate corrective action plans, training tips and team communication to improve overall quality results. Works closely with Business Risk Manager to identify key controls and escalation procedures. Pro-actively identifies any new issues or risks and works to ensure suitable controls are in place Skills Payments background, with understanding of ISA transfer service Self-directed team player, ability to drive high performance and work independently or in a team-oriented and fast paced environment Proven ability to lead by example, with a positive attitude Excellent communication and interpersonal skills Good analytical and problem-solving skills Proven delivery of excellent customer experience and advocacy Strong customer focus and a good telephone manner Ability to lead teams and drive performance standards Please visit our website
29 Jan, 2020
Full Time
A banking client of mine are searching for an ISA Operations Manager. To be considered for this role you MUST have proven experience of working in a payment background, with an understanding of ISA transfer service. Job Summary & Responsibilities Responsible for maintaining an environment with intense focus on customer satisfaction/advocacy and professional customer support, balanced with consistent achievement of standard business objectives Work with the wider management team in hiring and developing staff and supporting a highly functioning team environment Responsible for managing operations and payments across the UK team Oversight of Team Leads and agents managing ISA services to achieve performance goals and maintain agent satisfaction by providing leadership, communication, coaching and professional development to direct reports and their teams Ensure a timely and high quality resolution of customer enquiries and acts as an escalation point of contact, directly interacting with customers, reviewing complaints and making judgment calls on difficult customer situations, escalations and fraud cases Ensure all complaints are acknowledged in a timely manner and customers are kept information throughout the complaint process. Manage the end-to-end resolution of savings transfers and general payments, within given timescales Responsible for conducting internal quality audits/monitors of customer support team and assists contact center teams with development and implementation of appropriate corrective action plans, training tips and team communication to improve overall quality results. Works closely with Business Risk Manager to identify key controls and escalation procedures. Pro-actively identifies any new issues or risks and works to ensure suitable controls are in place Skills Payments background, with understanding of ISA transfer service Self-directed team player, ability to drive high performance and work independently or in a team-oriented and fast paced environment Proven ability to lead by example, with a positive attitude Excellent communication and interpersonal skills Good analytical and problem-solving skills Proven delivery of excellent customer experience and advocacy Strong customer focus and a good telephone manner Ability to lead teams and drive performance standards Please visit our website
Investment Administrator Up to £22,000 DOE Cheltenham We are currently seeking an Investment Administrator to join a team based in the centre of Cheltenham. This position provides training however someone with an eye for numbers and previous work with Microsoft Excel will be at an advantage. My client operates within the financial services industry and hold a strong reputation within their field. You will be joining a fun, friendly and hard-working team who always strive for excellence. Role Responsibilities: Providing administrative support to fund managers Validating data within systems Reconciling cash/ trades and positions daily Executing funds Liaising with clients Processing and uploading transaction reports Performing end of day controls Person Specification: Excellent attention to detail Experience of working in a dynamic, fast paced environment High level of initiative, dedication and motivation Strong communication skills Experience working with Microsoft Excel Flexible to work shifts if needed Benefits: Full training provided Monday to Friday role Fresh fruit delivered Sociable work culture encouraged Pension/ private healthcare/ cycle to work scheme Work laptop For immediate consideration send your CV to GEORGIE at i2i recruitment today. We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance. i2i Recruitment Ltd is a leading independent employment agency providing staffing solutions across specialist areas. We are a corporate member of the REC and are dedicated to provide a professional quality of service to clients and candidates alike.
29 Jan, 2020
Full Time
Investment Administrator Up to £22,000 DOE Cheltenham We are currently seeking an Investment Administrator to join a team based in the centre of Cheltenham. This position provides training however someone with an eye for numbers and previous work with Microsoft Excel will be at an advantage. My client operates within the financial services industry and hold a strong reputation within their field. You will be joining a fun, friendly and hard-working team who always strive for excellence. Role Responsibilities: Providing administrative support to fund managers Validating data within systems Reconciling cash/ trades and positions daily Executing funds Liaising with clients Processing and uploading transaction reports Performing end of day controls Person Specification: Excellent attention to detail Experience of working in a dynamic, fast paced environment High level of initiative, dedication and motivation Strong communication skills Experience working with Microsoft Excel Flexible to work shifts if needed Benefits: Full training provided Monday to Friday role Fresh fruit delivered Sociable work culture encouraged Pension/ private healthcare/ cycle to work scheme Work laptop For immediate consideration send your CV to GEORGIE at i2i recruitment today. We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance. i2i Recruitment Ltd is a leading independent employment agency providing staffing solutions across specialist areas. We are a corporate member of the REC and are dedicated to provide a professional quality of service to clients and candidates alike.
Sales Support - Asset Finance Bournemouth Up to £22,000 to £25,000 plus bonus and benefits Our client specialises in the provision of Asset Finance and Leasing and due to growth are looking to recruit an experienced Sales Support person. Working in a fast paced, highly motivated team, you will provide support to the Sales team in progressing new business proposals from lead through to proposal and pay-out, ensuring that policies and procedures are followed and all work is completed to the highest standard. You will support the Sales teams by providing administrative support, including but not limited to the following; Handling introducer, supplier and customer enquiries in a timely and efficient manner; Managing the administrative life cycle of proposals from receipt of enquiry through to completion and pay-out in line with departmental procedures; Collating credit searches, analysing financial records, updating in-house systems and utilising all appropriate authorised IT services to assist with the completion of new business proposals in line with policies and procedures; Produce financial documentation required for customer signature Review new business files and progress agreements to pay-out, ensuring they have been processed in line with policies and procedures; Ensure that agreements are uploaded accurately to the Lease Administration system. They are looking for a flexible and customer focused individual who thrives on working in a fast-paced environment. You will need to have the ability to work under pressure whilst maintaining a high level of accuracy, be methodical and organised with excellent attention to detail and a good team player with the willingness to be flexible and adaptable to change. The successful candidate will have proven administrative experience ideally within an Asset Finance environment although this is not essential. Please send your CV in confidence to Lucy Davies at or call .
29 Jan, 2020
Full Time
Sales Support - Asset Finance Bournemouth Up to £22,000 to £25,000 plus bonus and benefits Our client specialises in the provision of Asset Finance and Leasing and due to growth are looking to recruit an experienced Sales Support person. Working in a fast paced, highly motivated team, you will provide support to the Sales team in progressing new business proposals from lead through to proposal and pay-out, ensuring that policies and procedures are followed and all work is completed to the highest standard. You will support the Sales teams by providing administrative support, including but not limited to the following; Handling introducer, supplier and customer enquiries in a timely and efficient manner; Managing the administrative life cycle of proposals from receipt of enquiry through to completion and pay-out in line with departmental procedures; Collating credit searches, analysing financial records, updating in-house systems and utilising all appropriate authorised IT services to assist with the completion of new business proposals in line with policies and procedures; Produce financial documentation required for customer signature Review new business files and progress agreements to pay-out, ensuring they have been processed in line with policies and procedures; Ensure that agreements are uploaded accurately to the Lease Administration system. They are looking for a flexible and customer focused individual who thrives on working in a fast-paced environment. You will need to have the ability to work under pressure whilst maintaining a high level of accuracy, be methodical and organised with excellent attention to detail and a good team player with the willingness to be flexible and adaptable to change. The successful candidate will have proven administrative experience ideally within an Asset Finance environment although this is not essential. Please send your CV in confidence to Lucy Davies at or call .
Are you passionate about providing amazing customer service? Do you want to work for a revolutionary company within the Banking sector who offer unrivalled training and development opportunities? Due to continued growth, we are looking for a large number of Customer Service Specialists to deliver outstanding service over the phone. Based in Ilford (IG1), you'll need to be available to start at the beginning of February. Initially on an ongoing Temp basis (minimum of 6 months), you'll have an opportunity to secure a permanent contract. Key information: Pay: £10.75 per hour, paid weekly Location: Ilford (IG1) - Closet station is Ilford (Overground) 37.5 hours per week Shifts: Between 07.00 to 22.00, Monday to Sunday. You'll need to be able to work a maximum of 1 in 2 weekends (when you work a weekend, you'll get days off in the week) Contract: 6-7 months Temp with an opportunity to go permanent Start Dates: 3rd & 10th February (further dates TBC) What you'll be doing: Providing fantastic service and support to customers over the phone from inbound calls Advising customers on all types of queries to do with internet banking and mobile banking app Updating all systems, making sure you attend to every detail and record all conversations with 100% accuracy Following the correct processes to make sure customers are safe Living and breathing amazing behaviours, and being a great team player To be successful you'll need: Previous Customer Service experience Be passionate about providing unparalleled levels of customer service and convenience Be able to work and learn quickly in a fast paced, fun and dynamic environment A-C GCSE Maths & English (or equivalent) Apply now through this site and we'll be in touch as soon as we can or contact CJ in our Harrow team on .
29 Jan, 2020
Seasonal
Are you passionate about providing amazing customer service? Do you want to work for a revolutionary company within the Banking sector who offer unrivalled training and development opportunities? Due to continued growth, we are looking for a large number of Customer Service Specialists to deliver outstanding service over the phone. Based in Ilford (IG1), you'll need to be available to start at the beginning of February. Initially on an ongoing Temp basis (minimum of 6 months), you'll have an opportunity to secure a permanent contract. Key information: Pay: £10.75 per hour, paid weekly Location: Ilford (IG1) - Closet station is Ilford (Overground) 37.5 hours per week Shifts: Between 07.00 to 22.00, Monday to Sunday. You'll need to be able to work a maximum of 1 in 2 weekends (when you work a weekend, you'll get days off in the week) Contract: 6-7 months Temp with an opportunity to go permanent Start Dates: 3rd & 10th February (further dates TBC) What you'll be doing: Providing fantastic service and support to customers over the phone from inbound calls Advising customers on all types of queries to do with internet banking and mobile banking app Updating all systems, making sure you attend to every detail and record all conversations with 100% accuracy Following the correct processes to make sure customers are safe Living and breathing amazing behaviours, and being a great team player To be successful you'll need: Previous Customer Service experience Be passionate about providing unparalleled levels of customer service and convenience Be able to work and learn quickly in a fast paced, fun and dynamic environment A-C GCSE Maths & English (or equivalent) Apply now through this site and we'll be in touch as soon as we can or contact CJ in our Harrow team on .
Customer Service Executive - Arrears/Financial Services Location : Fleet Salary : £25-27,000 + benefits + free parking My client who are within the Financial Services Industry are looking for strong customer service executives to join their team. We are looking for candidates who have got strong communication skills and are able to build strong working relationships with customers over the phones. Daily Duties Contact customers in arrears by telephone and/or in writing; through thorough relevant questioning establish the customer circumstances and reason for the payment shortfall and endeavour to reach a sustainable solution for payment and wherever possible avoid enforcement action. Implement forbearance measures at the earliest opportunity. Through case management, build and maintain the customer relationship for all customers in arrears building a financial profile whilst gathering information from the customer in order to negotiate a sustainable payment plan. Adhere to procedures to implement best practice; challenging when necessary in line with Arrears Consultant mandate, escalate where appropriate. Work closely with the Field Managers/Agents issuing field visit requests in a timely manner when unable to contact the customer. Work individually and as part of the team to reach set targets. Liaise with other departments within the Company to ensure optimum service for the customer and to minimise risk for the Company. To manage customer accounts through early identification of financial distress by pro-active customer contact. To successfully influence the outcome for both the customer Ensure compliance and adherence at all times to the 6 TCF principles, and all other regulatory requirements. Contact all customers where potential hardship/vulnerability is identified and where the direct debit fails for payment collection.
29 Jan, 2020
Full Time
Customer Service Executive - Arrears/Financial Services Location : Fleet Salary : £25-27,000 + benefits + free parking My client who are within the Financial Services Industry are looking for strong customer service executives to join their team. We are looking for candidates who have got strong communication skills and are able to build strong working relationships with customers over the phones. Daily Duties Contact customers in arrears by telephone and/or in writing; through thorough relevant questioning establish the customer circumstances and reason for the payment shortfall and endeavour to reach a sustainable solution for payment and wherever possible avoid enforcement action. Implement forbearance measures at the earliest opportunity. Through case management, build and maintain the customer relationship for all customers in arrears building a financial profile whilst gathering information from the customer in order to negotiate a sustainable payment plan. Adhere to procedures to implement best practice; challenging when necessary in line with Arrears Consultant mandate, escalate where appropriate. Work closely with the Field Managers/Agents issuing field visit requests in a timely manner when unable to contact the customer. Work individually and as part of the team to reach set targets. Liaise with other departments within the Company to ensure optimum service for the customer and to minimise risk for the Company. To manage customer accounts through early identification of financial distress by pro-active customer contact. To successfully influence the outcome for both the customer Ensure compliance and adherence at all times to the 6 TCF principles, and all other regulatory requirements. Contact all customers where potential hardship/vulnerability is identified and where the direct debit fails for payment collection.
Our client an investment company based in West End London is looking for a PA / Office Coordinator to start ASAP. The main duties of the PA / Office Coordinator are: Work admin which will include, printing, completing documents, filing, scanning and following up on tasks etc Some diary management and travel bookings - assisting with internal & external meetings, private & business travel if needed Visitor and meeting room management - visitor registration for internal meetings, collecting guests from reception when needed, maintaining meeting room diary, tidying meeting room and refilling cupboards Some general office admin and tasks such as filing, scanning, parcels/post, stationary orders, office upkeep, bank & other errands if needed Personal admin which will include, mail handling, payments, school fees, utility invoices, renewal of insurances and managing claims etc. Real estate admin and invoice management such as issuing invoices, chasing payments, some invoice payments/transfers, some property management, property insurance, communication with stakeholders, keeping records up to date, producing VAT reports, financials & summaries, ad hoc tasks Ad hoc tasks as required Required qualities: Friendly, organised and reliable Flexible, positive with can-do attitude Ability to use own initiative, strong attention to detail Experience: Some PA or admin/coordinator experience required Some hospitality experience required
29 Jan, 2020
Full Time
Our client an investment company based in West End London is looking for a PA / Office Coordinator to start ASAP. The main duties of the PA / Office Coordinator are: Work admin which will include, printing, completing documents, filing, scanning and following up on tasks etc Some diary management and travel bookings - assisting with internal & external meetings, private & business travel if needed Visitor and meeting room management - visitor registration for internal meetings, collecting guests from reception when needed, maintaining meeting room diary, tidying meeting room and refilling cupboards Some general office admin and tasks such as filing, scanning, parcels/post, stationary orders, office upkeep, bank & other errands if needed Personal admin which will include, mail handling, payments, school fees, utility invoices, renewal of insurances and managing claims etc. Real estate admin and invoice management such as issuing invoices, chasing payments, some invoice payments/transfers, some property management, property insurance, communication with stakeholders, keeping records up to date, producing VAT reports, financials & summaries, ad hoc tasks Ad hoc tasks as required Required qualities: Friendly, organised and reliable Flexible, positive with can-do attitude Ability to use own initiative, strong attention to detail Experience: Some PA or admin/coordinator experience required Some hospitality experience required
Recruiterlink Limited
Eldon Court, Percy St, Newcastle upon Tyne NE1 7YE, UK
Pensions / Banking Administrator Newcastle, NE15 Salary: £18,000 to £22,000 Depending on experience Permanent Do you have experience in ANY of the following? - Customer Service - Payments - Banking - Pensions - Insurance - Mortgages - Finance - PPI - Administration Skills required: · Excellent attention to detail · Excellent numerical skills · Ability to work to tight deadlines By applying for this role you accept the Jobzooma terms and conditions that can be found on our website and agree to receive email notification of other suitable jobs
29 Jan, 2020
Full Time
Pensions / Banking Administrator Newcastle, NE15 Salary: £18,000 to £22,000 Depending on experience Permanent Do you have experience in ANY of the following? - Customer Service - Payments - Banking - Pensions - Insurance - Mortgages - Finance - PPI - Administration Skills required: · Excellent attention to detail · Excellent numerical skills · Ability to work to tight deadlines By applying for this role you accept the Jobzooma terms and conditions that can be found on our website and agree to receive email notification of other suitable jobs
Alexander Lloyd
Eldon Court, Percy St, Newcastle upon Tyne NE1 7YE, UK
One of the Larger Pensions Consultancies in the UK are now looking to add a Pensions Administrator to their growing Newcastle office. The business are considering candidates from a Defined Benefit background. The successful candidate will be responsible for: Day to day management of client relationships with trustees, scheme members and corporate clients. Projects such as renewals, benefit statements, life assurance, PHI and pension increases Manual & Automated benefit calculations Cradle to grave administration of DB & DC Pension schemes Liaising with scheme members in relation to their queries & complaints. In return for your hard work you will receive a generous basic salary, 25 days annual leave, flexible scheme and other additional company benefits. Please quote 45353 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
29 Jan, 2020
Full Time
One of the Larger Pensions Consultancies in the UK are now looking to add a Pensions Administrator to their growing Newcastle office. The business are considering candidates from a Defined Benefit background. The successful candidate will be responsible for: Day to day management of client relationships with trustees, scheme members and corporate clients. Projects such as renewals, benefit statements, life assurance, PHI and pension increases Manual & Automated benefit calculations Cradle to grave administration of DB & DC Pension schemes Liaising with scheme members in relation to their queries & complaints. In return for your hard work you will receive a generous basic salary, 25 days annual leave, flexible scheme and other additional company benefits. Please quote 45353 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
We are currently looking to speak to experienced Pensions Administrators in London, as an excellent opportunity has arisen with an award winning company that specialises in Pensions Administration services who are looking to add someone to their busy Defined Benefits team on a permanent basis. The ideal candidate will have gained previous experience of administering Defined Benefit schemes and possess excellent customer service skills, as well as being an accurate and effective communicator, ideally with a GCSE (or equivalent) in Mathematics and English at Grade C or above. In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a stakeholder Pension Scheme, support towards professional qualifications, an annual discretionary bonus, 23 days holiday and a fantastic flexible benefits scheme, as well as the chance to further your career within an industry-leading organisation. Please quote 45424 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
29 Jan, 2020
Full Time
We are currently looking to speak to experienced Pensions Administrators in London, as an excellent opportunity has arisen with an award winning company that specialises in Pensions Administration services who are looking to add someone to their busy Defined Benefits team on a permanent basis. The ideal candidate will have gained previous experience of administering Defined Benefit schemes and possess excellent customer service skills, as well as being an accurate and effective communicator, ideally with a GCSE (or equivalent) in Mathematics and English at Grade C or above. In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a stakeholder Pension Scheme, support towards professional qualifications, an annual discretionary bonus, 23 days holiday and a fantastic flexible benefits scheme, as well as the chance to further your career within an industry-leading organisation. Please quote 45424 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Pension Administrator. £22,000 - £32,000 If you have previous exposure to Pension Administration work this could be an ideally opportunity to move to a multi-award winning consultancy considered by many to be the market leader in their field. Due to continued growth and new client wins they are looking for a number of experienced pension administrators for their Berkshire office. In addition to a generous benefits package the firm offer real scope for career growth and genuine further professional development opportunities. Duties will include, depending on experience: Managing day-to-day activities of staff to ensure efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients' requirements. Acting as a key member of the pensions administration team, providing support to the assigned team leader and where applicable, deputising for team leader when absent. Day to day management of client relationships with trustees, scheme members and corporate clients, acting as first point of contact where applicable, taking a proactive stance to gain an extensive knowledge of their assigned client portfolio. Project managing projects such as renewals, benefit statements, life assurance, PHI and lifestyling/investment switches. Handling any data processing and administration tasks, ensuring projects are fully monitored and completed in line with customer and legislation requirements. Ensuring standard documentation is scheme specific, and incorporating them into existing procedures. Preparing for and where appropriate participating in trustee meetings. Handling complex pensions queries and pensions consultative advice. Performing complex manual benefits calculations. Producing ad-hoc and standard letters to 'final letter standards' in response to customer queries. Updating relevant pensions administration databases and systems. Maintaining scheme control files. Monitoring, delegating and co-ordinating workflow, reporting regularly to team leader on progress and issue management. Monitoring on going procedural developments and implementing changes to procedures where required. Checking of work completed by more junior staff at associate and senior associate levels, including calculations, correspondence, reports and data updates. Assisting in appraisals and the recruitment process where required, as well as supporting team leader in general HR, induction and performance issues. Ensuring the billing process is processed to deadlines. Take part in marketing and new business activities including completing tender responses, attending pitches and presenting at site visits. Keeping abreast of technical and legislative developments within the pensions industry. Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support and IT.
29 Jan, 2020
Full Time
Pension Administrator. £22,000 - £32,000 If you have previous exposure to Pension Administration work this could be an ideally opportunity to move to a multi-award winning consultancy considered by many to be the market leader in their field. Due to continued growth and new client wins they are looking for a number of experienced pension administrators for their Berkshire office. In addition to a generous benefits package the firm offer real scope for career growth and genuine further professional development opportunities. Duties will include, depending on experience: Managing day-to-day activities of staff to ensure efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients' requirements. Acting as a key member of the pensions administration team, providing support to the assigned team leader and where applicable, deputising for team leader when absent. Day to day management of client relationships with trustees, scheme members and corporate clients, acting as first point of contact where applicable, taking a proactive stance to gain an extensive knowledge of their assigned client portfolio. Project managing projects such as renewals, benefit statements, life assurance, PHI and lifestyling/investment switches. Handling any data processing and administration tasks, ensuring projects are fully monitored and completed in line with customer and legislation requirements. Ensuring standard documentation is scheme specific, and incorporating them into existing procedures. Preparing for and where appropriate participating in trustee meetings. Handling complex pensions queries and pensions consultative advice. Performing complex manual benefits calculations. Producing ad-hoc and standard letters to 'final letter standards' in response to customer queries. Updating relevant pensions administration databases and systems. Maintaining scheme control files. Monitoring, delegating and co-ordinating workflow, reporting regularly to team leader on progress and issue management. Monitoring on going procedural developments and implementing changes to procedures where required. Checking of work completed by more junior staff at associate and senior associate levels, including calculations, correspondence, reports and data updates. Assisting in appraisals and the recruitment process where required, as well as supporting team leader in general HR, induction and performance issues. Ensuring the billing process is processed to deadlines. Take part in marketing and new business activities including completing tender responses, attending pitches and presenting at site visits. Keeping abreast of technical and legislative developments within the pensions industry. Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support and IT.
The role is an entry role and we are looking for a 2019 graduate ideally with a little bit of operations experience either in the form of an industrial placement or an internship. You will look after the day to day running of the Treasury Operations function with 1 other person. You will take ownership of meeting margin calls across all funds, overseeing cash payments, understanding the counter party exposure and analysing brokerage fees; looking for where you could be more commercial. This role is critical to trading and can be seen as the engine room; ensuring capital is where it needs to be at any given time. To be considered for this role you must have a 2.1 or 1st in a numerical subject from a top 20 university. Ideally you will have either an industrial placement or internship in operations.. Attitude is critical; we are looking for people who are hungry to learn and excel in a high-pressure environment. You must be very confident in Excel; specifically, VLOOKUPs, pivot tables and formulas. Please send your CV as soon as possible to if you meet the above criteria.
29 Jan, 2020
Full Time
The role is an entry role and we are looking for a 2019 graduate ideally with a little bit of operations experience either in the form of an industrial placement or an internship. You will look after the day to day running of the Treasury Operations function with 1 other person. You will take ownership of meeting margin calls across all funds, overseeing cash payments, understanding the counter party exposure and analysing brokerage fees; looking for where you could be more commercial. This role is critical to trading and can be seen as the engine room; ensuring capital is where it needs to be at any given time. To be considered for this role you must have a 2.1 or 1st in a numerical subject from a top 20 university. Ideally you will have either an industrial placement or internship in operations.. Attitude is critical; we are looking for people who are hungry to learn and excel in a high-pressure environment. You must be very confident in Excel; specifically, VLOOKUPs, pivot tables and formulas. Please send your CV as soon as possible to if you meet the above criteria.
Job Title: Quality Assurance Coordinator Salary: 22k-24k per annum Location: Amersham, Bucks Job Purpose Working within the Quality Assurance team you will be responsible for day-to-day activities to ensure the smooth running operation of the department. This will include creation and maintenance of technical files, consolidating information for the WEEE, batteries and packaging legislation. As well as day-to-day controlling of product related incidents and complaints. Getting hands on product will also form a key part of your role. This role would suit an enthusiastic individual who is keen to learn. Previous experience in an office environment is essential. You must hold a valid UK driving license with a minimum of 12 months driving experience. Responsibilities Coordination of customer and store reported product incidents and complaints. Create and maintain all product technical files. Conduct monthly product performance monitoring, providing summaries to key suppliers. Conducting returns analysis where needed and liaise with suppliers over corrective actions. Ensure new skus have data provided from the supplier and entered on the system. Manage WEEE, Batteries and Packaging compliance working with other key departments within the business. Quarterly WEEE and battery submissions. Annual waste packaging submissions. Conducting quarterly physical checks on stock by weighing random products- adding to due diligence log and keeping records. Asist in the development of key QA processes. General administration duties. Provide general support to the Quality Assurance Manager. Mission & Values Demonstrates the Company's values in behaviour. Works toward the Company mission. Skills & Experience Previous experience of working in an office environment supporting departments. Previous QA experience and knowledge of product safety and compliance is an advantage but not essential. Excellent written and verbal communication and attention to detail is vital. Someone who is willing to be hands-on and adaptable in the role. Excellent knowledge of Microsoft Word, Excel and computer skills in general. Competencies Enthusiasm: Can demonstrate enthusiasm in their work, in the brand and in the product ranges. Can embrace our mission and vision. Understands the importance of fun and has a positive 'can-do' attitude. Flexibility: Prepared to work in a changing environment and understands the need to offer flexibility at times of pressure. Accurate: Excellent administration skills, quality driven and attentive to detail. Articulate: Able to communicate clearly and in a professional manner in order to achieve results and support colleagues and clients. Self-Motivated: Self driven and able to work effectively without supervision. Teamwork and collaboration: A good team player who understands the need to work together and support
29 Jan, 2020
Full Time
Job Title: Quality Assurance Coordinator Salary: 22k-24k per annum Location: Amersham, Bucks Job Purpose Working within the Quality Assurance team you will be responsible for day-to-day activities to ensure the smooth running operation of the department. This will include creation and maintenance of technical files, consolidating information for the WEEE, batteries and packaging legislation. As well as day-to-day controlling of product related incidents and complaints. Getting hands on product will also form a key part of your role. This role would suit an enthusiastic individual who is keen to learn. Previous experience in an office environment is essential. You must hold a valid UK driving license with a minimum of 12 months driving experience. Responsibilities Coordination of customer and store reported product incidents and complaints. Create and maintain all product technical files. Conduct monthly product performance monitoring, providing summaries to key suppliers. Conducting returns analysis where needed and liaise with suppliers over corrective actions. Ensure new skus have data provided from the supplier and entered on the system. Manage WEEE, Batteries and Packaging compliance working with other key departments within the business. Quarterly WEEE and battery submissions. Annual waste packaging submissions. Conducting quarterly physical checks on stock by weighing random products- adding to due diligence log and keeping records. Asist in the development of key QA processes. General administration duties. Provide general support to the Quality Assurance Manager. Mission & Values Demonstrates the Company's values in behaviour. Works toward the Company mission. Skills & Experience Previous experience of working in an office environment supporting departments. Previous QA experience and knowledge of product safety and compliance is an advantage but not essential. Excellent written and verbal communication and attention to detail is vital. Someone who is willing to be hands-on and adaptable in the role. Excellent knowledge of Microsoft Word, Excel and computer skills in general. Competencies Enthusiasm: Can demonstrate enthusiasm in their work, in the brand and in the product ranges. Can embrace our mission and vision. Understands the importance of fun and has a positive 'can-do' attitude. Flexibility: Prepared to work in a changing environment and understands the need to offer flexibility at times of pressure. Accurate: Excellent administration skills, quality driven and attentive to detail. Articulate: Able to communicate clearly and in a professional manner in order to achieve results and support colleagues and clients. Self-Motivated: Self driven and able to work effectively without supervision. Teamwork and collaboration: A good team player who understands the need to work together and support
Customer Services Co-ordinator - Asset Finance Richmond £26,500 to £28,500 per annum plus bonus and benefits Our client is a highly respected vendor and equipment finance company who operate across a broad range of assets and due to growth are looking to recruit a Customer Services Co-ordinator. The key responsibilities are to personally deliver high quality, flexible customer services which maximise customer satisfaction emphasized by the phrase "delighting the customer". Create and develop a pro-active approach to Customer Service with the objective of improving relationships with customers and introducers. This will include Effectively managing any aspect of customer enquiries (internal and external) by direct or indirect via a range of introducers via phone, e-mail and letter within set service standards. Use of initiative to re-direct or escalate query where necessary whilst maintaining ownership of the query. Checking of early settlements adhering to relevant legislation and company policy. Management of withdrawals and part payments on CCA regulated deals Effective Complaints handling in line with procedure. Production of various documents Manage credit balance and refund requests Handle customer audit requests Communicate and negotiate with clarity and where ever possible confirm that customer issues have been satisfactorily resolved - creating a "win/win" culture. Control, manage and co-ordinate cross department customer functions such as Novations with Risk influencing the time taken and communicating between all interested parties including the customer. Ability to use problem solving skills to produce effective and efficient managed solutions. Provide a range of financial statements and copy documentation to customers Administer the provision of new direct debits and updated bank details and updating Lease Administration system (ALFA) with assistance from Business administrators Ensure compliance with Consumer Credit Act, Money Laundering and Data Protection regulation. Be pro-active in making recommendations for ongoing development of systems and processes Promote company values and ensure responsive resolution to problems that impact on service Other ad hoc duties as and when required You will ideally have two years' experience from a Financial Services or Asset Finance background. In the first instance please send your CV in confidence to Lucy Davies at .
29 Jan, 2020
Full Time
Customer Services Co-ordinator - Asset Finance Richmond £26,500 to £28,500 per annum plus bonus and benefits Our client is a highly respected vendor and equipment finance company who operate across a broad range of assets and due to growth are looking to recruit a Customer Services Co-ordinator. The key responsibilities are to personally deliver high quality, flexible customer services which maximise customer satisfaction emphasized by the phrase "delighting the customer". Create and develop a pro-active approach to Customer Service with the objective of improving relationships with customers and introducers. This will include Effectively managing any aspect of customer enquiries (internal and external) by direct or indirect via a range of introducers via phone, e-mail and letter within set service standards. Use of initiative to re-direct or escalate query where necessary whilst maintaining ownership of the query. Checking of early settlements adhering to relevant legislation and company policy. Management of withdrawals and part payments on CCA regulated deals Effective Complaints handling in line with procedure. Production of various documents Manage credit balance and refund requests Handle customer audit requests Communicate and negotiate with clarity and where ever possible confirm that customer issues have been satisfactorily resolved - creating a "win/win" culture. Control, manage and co-ordinate cross department customer functions such as Novations with Risk influencing the time taken and communicating between all interested parties including the customer. Ability to use problem solving skills to produce effective and efficient managed solutions. Provide a range of financial statements and copy documentation to customers Administer the provision of new direct debits and updated bank details and updating Lease Administration system (ALFA) with assistance from Business administrators Ensure compliance with Consumer Credit Act, Money Laundering and Data Protection regulation. Be pro-active in making recommendations for ongoing development of systems and processes Promote company values and ensure responsive resolution to problems that impact on service Other ad hoc duties as and when required You will ideally have two years' experience from a Financial Services or Asset Finance background. In the first instance please send your CV in confidence to Lucy Davies at .
Yolk Recruitment Ltd
33 Windsor Pl, Cardiff CF10 3BZ, UK
Collections Advisor The Opportunity This opportunity is to join the UK's leading financial services organisation. They are strengthening their Collections function and are seeking customer focused individuals to join their team. Whether you are looking for an opportunity that will accelerate your career in financial services or simply want to excel at what you do this is the role for you. Offering a competitive salary between £18,000 - £21,000 + excellent company benefits with progression opportunities. The Role As a Collections Advisor you will: Work closely with customers who are in early arrears to help bring their accounts back into good health, agreeing repayments that are affordable and sustainable. They do this by taking the time to understand the customer's individual situation, showing empathy and respect, and providing fair outcomes and positive experiences all times. You will be handling sensitive customer information and therefore have to work well within your team to achieve the set targets. You must always work in line with company policies and make sure your targets are always met. Skills / Experience Previous Collections experience Excellent customer service skills Confident at delivery effective communication Team worker and results orientated. Must be able to pass a credit check Be able to work a shift pattern between Monday and Friday 8am to 8pm, Saturday 9am to 1pm. How to Apply If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Libby Crofts-Coles at Yolk Recruitment. 'Yolk Recruitment Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Yolk Recruitment Limited is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at YolkRecruitment.com'
29 Jan, 2020
Full Time
Collections Advisor The Opportunity This opportunity is to join the UK's leading financial services organisation. They are strengthening their Collections function and are seeking customer focused individuals to join their team. Whether you are looking for an opportunity that will accelerate your career in financial services or simply want to excel at what you do this is the role for you. Offering a competitive salary between £18,000 - £21,000 + excellent company benefits with progression opportunities. The Role As a Collections Advisor you will: Work closely with customers who are in early arrears to help bring their accounts back into good health, agreeing repayments that are affordable and sustainable. They do this by taking the time to understand the customer's individual situation, showing empathy and respect, and providing fair outcomes and positive experiences all times. You will be handling sensitive customer information and therefore have to work well within your team to achieve the set targets. You must always work in line with company policies and make sure your targets are always met. Skills / Experience Previous Collections experience Excellent customer service skills Confident at delivery effective communication Team worker and results orientated. Must be able to pass a credit check Be able to work a shift pattern between Monday and Friday 8am to 8pm, Saturday 9am to 1pm. How to Apply If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Libby Crofts-Coles at Yolk Recruitment. 'Yolk Recruitment Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Yolk Recruitment Limited is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at YolkRecruitment.com'
Working as part of small team with a strong bias to HNW clients, the role requires working with other team support staff in order to provide administrative support to all members of the team and their clients. Helping with client enquiries and the managing of client administrative processes and resources to contribute to an excellent client experience. Develop and maintain relationships with clients, utilising knowledge of the business and client requirements to deliver the desired client outcomes. Work closely with the team and wider administration functions to review, develop and share best practice. Duties will include: Assist with and support the client facing administration process to ensure a timely and efficient client experience. Take ownership and ensure that you remain accountable for all client administration tasks undertaken to act as the main liaison between your investment team and the operations teams and ensure all parties are kept up to date with progress. Ensure processes are followed and are fit for purpose, tasks include: this includes the compilation of complex client reports and spreadsheets. End to end management of account opening, on-boarding and transfer processes, liaising with operations teams were appropriate. Processing client payments and account amendments, liaising with operations teams were appropriate. Take responsibility for all appropriate client communication as instructed. Maintenance of client support systems and data Understand client suitability requirements and support the investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters. Act as a point of contact for clients, particularly in respect of administration queries. This may include attending client meetings and handling discussions regarding client administration matters. Maintain and build good relationships with the team and wider functions, taking responsibility for sharing knowledge and business updates with your own team and/or department as appropriate in order to identify opportunities for operational efficiency and process improvement. Skills/Experience: Previous Client services experience within a financial services organisation Experience of managing end-to-end administration processes Knowledge of regulatory environment in which we operate. Further Education attainment preferable Proficient user of MS Office packages, particularly Excel. Very high standard of accuracy and attention to detail Strong time management and prioritisation skills Flexible approach to tasks Ability to use your initiative and work proactively with managers A strong communicator and be able to build a strong rapport with people at all levels Open to study for further qualifications if required
29 Jan, 2020
Full Time
Working as part of small team with a strong bias to HNW clients, the role requires working with other team support staff in order to provide administrative support to all members of the team and their clients. Helping with client enquiries and the managing of client administrative processes and resources to contribute to an excellent client experience. Develop and maintain relationships with clients, utilising knowledge of the business and client requirements to deliver the desired client outcomes. Work closely with the team and wider administration functions to review, develop and share best practice. Duties will include: Assist with and support the client facing administration process to ensure a timely and efficient client experience. Take ownership and ensure that you remain accountable for all client administration tasks undertaken to act as the main liaison between your investment team and the operations teams and ensure all parties are kept up to date with progress. Ensure processes are followed and are fit for purpose, tasks include: this includes the compilation of complex client reports and spreadsheets. End to end management of account opening, on-boarding and transfer processes, liaising with operations teams were appropriate. Processing client payments and account amendments, liaising with operations teams were appropriate. Take responsibility for all appropriate client communication as instructed. Maintenance of client support systems and data Understand client suitability requirements and support the investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters. Act as a point of contact for clients, particularly in respect of administration queries. This may include attending client meetings and handling discussions regarding client administration matters. Maintain and build good relationships with the team and wider functions, taking responsibility for sharing knowledge and business updates with your own team and/or department as appropriate in order to identify opportunities for operational efficiency and process improvement. Skills/Experience: Previous Client services experience within a financial services organisation Experience of managing end-to-end administration processes Knowledge of regulatory environment in which we operate. Further Education attainment preferable Proficient user of MS Office packages, particularly Excel. Very high standard of accuracy and attention to detail Strong time management and prioritisation skills Flexible approach to tasks Ability to use your initiative and work proactively with managers A strong communicator and be able to build a strong rapport with people at all levels Open to study for further qualifications if required
Due to recent growth and success, a leading business in the UK Financial Services industry are currently looking for an exceptional Financial Services Administrator to join their team on a 12 month fixed term basis. The Financial Services Administrator will take responsible for the following: Ensuring compliance is adhered to in line with FCA regulations Maintaining and updating client documentation and data Undertake general investment administration on behalf of Fund Managers Accurate procesing of payments to meet SLAs Providing a high level of client service at all times Liaising with clients via telephone, letter and email The Financial Services Administrator should meet the following skillset: Excellent communication skills High level of accuracy and strong attention to detail Previous experience in an office environment completing administrative duties is essential Prides themselves on being a strong administrator Working knowledge of Excel Previous proven experience of working to meet deadlines Previous experience as an Financial Services Administrator would be advantageous This is an excellent opportunity for candidates with strong administration backgrounds who are interested in embarking on a career within the Investment Management or Financial Services sector. If you believe your experience meets the criteria of this Financial Services Administrator post, please apply with a copy of your CV. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV. Sellick Partnership is a market-leading professional services recruitment specialist operating across the UK. Over the years we have built up an enviable relationship with employers and our expert team of consultants boast up-to-date market knowledge and a strong reputation making Sellick Partnership best placed to help you. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice which can be found in the footer on our website.
29 Jan, 2020
Contractor
Due to recent growth and success, a leading business in the UK Financial Services industry are currently looking for an exceptional Financial Services Administrator to join their team on a 12 month fixed term basis. The Financial Services Administrator will take responsible for the following: Ensuring compliance is adhered to in line with FCA regulations Maintaining and updating client documentation and data Undertake general investment administration on behalf of Fund Managers Accurate procesing of payments to meet SLAs Providing a high level of client service at all times Liaising with clients via telephone, letter and email The Financial Services Administrator should meet the following skillset: Excellent communication skills High level of accuracy and strong attention to detail Previous experience in an office environment completing administrative duties is essential Prides themselves on being a strong administrator Working knowledge of Excel Previous proven experience of working to meet deadlines Previous experience as an Financial Services Administrator would be advantageous This is an excellent opportunity for candidates with strong administration backgrounds who are interested in embarking on a career within the Investment Management or Financial Services sector. If you believe your experience meets the criteria of this Financial Services Administrator post, please apply with a copy of your CV. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV. Sellick Partnership is a market-leading professional services recruitment specialist operating across the UK. Over the years we have built up an enviable relationship with employers and our expert team of consultants boast up-to-date market knowledge and a strong reputation making Sellick Partnership best placed to help you. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice which can be found in the footer on our website.
Our Revenue Operations team supports a rapidly growing Sales organization, and yourresponsibility as a Sales Data Management Specialist will be to ensure the validity of all data in our sales and customer relationship management system.In this position, you will be a dedicated Sales Data Managementrepresentative in our EMEA region and will be required to manage internal operations across the quote-to-order booking and validation process. This includesall orders related to both our Direct and Channel Partner business.You will be an integral part of theoperational backbone of the company and will have cross-functional interactions with nearlyevery department in the company. Your day-to-day validation of sales orders will contribute to key company-wide reporting on revenue and product-level goals, sales commissions and compensation, and internal-facing and external-facing metrics. As a Sales Data Management Specialist you will: Review EMEA-region sales orders for completeness and accuracy, and ensure all orders are validated according to internal operations guidelines and policies. There may also be a need to validate orders from our US East Coast and Japan operations too. Conduct timely and accurate SFDC booking for all sales orders, meeting both Key Performance Indicators (KPIs) and Service Level Agreements (SLAs). Act as subject matter expert to advise EMEA Sales on global best practices and guidelines for deal structure, booking, and order acceptance policies. Apply general policies and procedures to new and unfamiliar scenarios, pivoting quickly and using strong decision-making skills to adapt to and thrive in an ever-changing environment. Provide best-in-class support and customer service to sales and other internal partners with strong communication and collaboration skills whether working over email, chat, or in person. Work closely with multiple teams in Sales, Legal, and Finance to resolve any order or booking issues and to develop approaches for new sales scenarios and business needs. Support month-end-close reconciliation activities between our booking (SFDC) and billing (Zuora) systems to ensure the quality and accuracy of our internal and external-facing data. Work closely with global counterparts on new policy, tool, and process implementations, increasing visibility of local needs and gaps, and promoting alignment between all global offices. Why Sales Data Management needs you: Sales Data Management is a global team with the huge responsibility of operationalizing and improving the efficiency of an always-changing and increasingly complex sales ecosystem of products and channels. It is crucial that we have a strong, self-motivated individual that is able to work independently as the sole representative in EMEA, while maintaining alignment with global policies and practices, and fostering
29 Jan, 2020
Full Time
Our Revenue Operations team supports a rapidly growing Sales organization, and yourresponsibility as a Sales Data Management Specialist will be to ensure the validity of all data in our sales and customer relationship management system.In this position, you will be a dedicated Sales Data Managementrepresentative in our EMEA region and will be required to manage internal operations across the quote-to-order booking and validation process. This includesall orders related to both our Direct and Channel Partner business.You will be an integral part of theoperational backbone of the company and will have cross-functional interactions with nearlyevery department in the company. Your day-to-day validation of sales orders will contribute to key company-wide reporting on revenue and product-level goals, sales commissions and compensation, and internal-facing and external-facing metrics. As a Sales Data Management Specialist you will: Review EMEA-region sales orders for completeness and accuracy, and ensure all orders are validated according to internal operations guidelines and policies. There may also be a need to validate orders from our US East Coast and Japan operations too. Conduct timely and accurate SFDC booking for all sales orders, meeting both Key Performance Indicators (KPIs) and Service Level Agreements (SLAs). Act as subject matter expert to advise EMEA Sales on global best practices and guidelines for deal structure, booking, and order acceptance policies. Apply general policies and procedures to new and unfamiliar scenarios, pivoting quickly and using strong decision-making skills to adapt to and thrive in an ever-changing environment. Provide best-in-class support and customer service to sales and other internal partners with strong communication and collaboration skills whether working over email, chat, or in person. Work closely with multiple teams in Sales, Legal, and Finance to resolve any order or booking issues and to develop approaches for new sales scenarios and business needs. Support month-end-close reconciliation activities between our booking (SFDC) and billing (Zuora) systems to ensure the quality and accuracy of our internal and external-facing data. Work closely with global counterparts on new policy, tool, and process implementations, increasing visibility of local needs and gaps, and promoting alignment between all global offices. Why Sales Data Management needs you: Sales Data Management is a global team with the huge responsibility of operationalizing and improving the efficiency of an always-changing and increasingly complex sales ecosystem of products and channels. It is crucial that we have a strong, self-motivated individual that is able to work independently as the sole representative in EMEA, while maintaining alignment with global policies and practices, and fostering
