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We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them. Overview To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures. Package and dispatch financial planning reports for the Financial Planners and their clients. Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs. Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries. Produce and issue client fee invoices. Updating client platform account records accurately in line with company processes. Proactively review platform accounts and MI reports on a regular basis, Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information About You Essential Requirements Previous experience of working in similar role Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. Experience of delivering accurate, relevant and timely information Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. Excellent organisational skills, flexible and proactive approach to getting the job done. Strong interpersonal skills, both written and verbal communication. Excellent accuracy and attention to detail. Proven ability to work on own initiative. Desirable Requirements Experience of working with Investment Wrap Platforms Experience of using Intelligent Office back-office system Experience of working in a small to medium sized financial services environment Experience of working in an environment of significant change Benefits: 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private medical Insurance Group Income Protection
Are you seeking a new role in Administration? Do you have excellent organisational skills and a passion for delivering great customer service? Juice is delighted to be supporting a prominent property management company based in Bath, with their search for a Credit Control Administrator to join their friendly and busy team. We are open to experience for this role; it could suit someone coming from hospitality, retail, customer service, and administration roles. Key is someone who can work well under pressure, and manage expectations whilst providing excellent customer service. This is a fantastic role for someone to gain administration and customer service experience in a commercial setting. DAY TO DAY: Ensuring rent is paid and collected on time as well as chasing arrears. Checking unallocated accounts to ensure payments have been allocated. Ensuring rent accounts are correct. Managing and negotiating payment plans, to ensure rental arrears are kept to a minimum. Liaising with third parties to ensure the arrears process is managed. Collecting and managing data and documentation. Dealing with customer queries, and complaints and offering timely and effective resolutions. Identifying rent account anomalies to present to your manager. WHAT WE'D LOVE TO SEE: Good attention to detail, and strong communication skills, both written and verbal. Excellent organisation and time-management skills, with the ability to prioritise workload. IT literate and proficient use of Microsoft packages. Be determined and enthusiastic. Somone whob is solution-focused with an adaptable approach to work. This role will require a flexible and personable approach, whilst having the ability to manage expectations and resolve issues effectively. Therefore, the ability to build and maintain relationships is essential. IN RETURN: 22 days annual leave, increases by 1 a year and caps at 30. Onsite parking. Cycle-to-work scheme. Gym membership. Monday-Friday hours, no weekends. Casual work attire. App discounts on High-street names. Opportunity for hybrid working after training. Salary increase after probation. If this sounds like the role for you, then please click apply now.
This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team - and they recognise that every member of their staff has a significant part to play. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience. Role: To provide administration support to the Employee Benefits Consultants and assist the team with duties. Striving to build stronger relationships with a bank of clients, adding value and pre-empting their specific requirements. Key Responsibilities: Customer Service Point of contact for all incoming calls and emails from our clients, product providers and consultants. Responding to internal/external requests via email and phone in a prompt and efficient manner, keeping all parties informed of progress as appropriate. Working with the entire Employee Benefits team to ensure that all clients receive excellent service at all times. Work with the Consultant and Employee Benefit Admin Team Leader to ensure that all clients are receiving the service they are paying for and expect. Employee Benefit Administration Build strong, professional, lasting relationships with clients, consultants and your colleagues Make sure CRM records are up to date and managed Request data from providers as and when required Keep the providers contact list for the team up to date Produce reports when required for the Corporate Financial Planners, this could be collating information from our shared client files or requesting the information from providers Process new business applications on third party sites, this will be for pension schemes including The Peoples Pension amongst others E-mail clients to let them know schemes are now set up and the next steps. Ensuring all transactions are tracked through to accurate and timely completion, ensuring compliance filing and application set up with providers is carried out, in line with agreed service propositions Make sure our transactional clients are emailed on a regular basis Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively Work Experience: Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint Previous experience working in an administration role Experience of delivering accurate, relevant and timely information Previous experience working in a Pensions or Employee Benefits administration role Experience working with Auto Enrolment schemes Experience of using Intelligent Office back office system Skills & Qualifications: At least 5 A-C GCSE's including Maths and English Strong interpersonal and communication skills Excellent customer services skills and commitment to providing quality service Excellent planning and organisational skills Excellent accuracy and attention to detail Excellent telephone manner Ability to work as part of a team and unsupervised Benefits 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private Medical Insurance Group Income Protection
Are you looking to kickstart your career in Property? Do you have fantastic interpersonal skills and are looking to develop your skillset in a fast-paced and dynamic environment? Juice is delighted to be supporting a leading property management company based in Bath, in their search for a Property Administrator to join their team. You will proactively manage a portfolio of properties that are to be marketed for let, monitoring your properties closely to make recommendations when needed. The workload can be varied with multiple properties being at different stages of completion; therefore, we are looking for someone who is adaptable, can work well under pressure, and can manage their time efficiently. DAY TO DAY: Proactively manage a portfolio of properties that are to be marketed for let, ensuring that client, company, and statutory requirements are always met. Collect and verify void data to ensure the property management system accurately reflects all actions taken. Processing referencing paperwork, preparing tenancy agreements, and managing move-ins and move-outs. Check and pay council tax and utility invoices in relation to empty properties. Ensure all compliance matters are up to date. Review check-in/inventory and check-out data, as well as reviewing check-in/out information. WE WOULD LOVE TO SEE: Build and sustain relationships with Letting Agents and internal colleagues to ensure smooth processes. Previous administration/office experience is advantageous however, we are open to different backgrounds. Excellent communication skills with the ability to build rapport with a variety of people. Demonstrable interest in the Property sector. Passionate about providing an excellent level of customer service. Motivated, driven, and hard working individual who has a can-do attitude. IN RETURN: Onsite parking. 22 days annual leave, increases by 1 a year and caps at 30. Cycle-to-work scheme. Gym membership. Monday-Friday hours, no weekends. Casual work attire. App discounts on High-street names. Opportunity for hybrid working after training. Salary increase after probation. If this sounds like the role for you, then please click apply now.
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator. You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met. This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development. DAY TO DAY: Prepare and package financial planning reports. Preparing transactional templated client letters. Liaise with product providers to obtain fees and charges on specific products. Obtain and assist with the completion of application/instruction forms and fact finds. Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes. Uploading documents and correspondence to client records. Maintaining accurate client information and recording client interaction on the back-office system. Assisting with the onboarding process of new clients. Assisting with the annual review process of existing clients. Any additional ad-hoc requests and support on company projects as and when required. WE WOULD LOVE TO SEE: Strong experience using MS Office products. Excellent communication skills, both written and verbal. Be highly organised with good attention to detail. Demonstrate being flexible and proactive with your approach. Experience working as an administrator or someone who has a strong desire to work in financial services. Self-motivated and adaptable to change. Experience of working in a small to medium-sized financial services environment. AND FOR YOU: £22,000-£23,000 per annum. 25 Days holiday plus Bank Holiday. Holiday buy and sell scheme. Life assurance. Group pensions. Private medical care. Income protection. A range of discounts for schemes. Free fruit deliveries. Charity fundraisers and social events. This is a full-time in the office role. Please apply today to be considered for this role!
Financial Services Administrator £22,000 - £23,000 discretionary bonus benefits! A great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must! Full training will be provided and this is an office-based role Financial Services Administrator - The Role To provide day-to-day administration support to the Operations team in order to provide clients with excellent client service, including but not limited to: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters Liaise with product providers to obtain fees and charges on specific products Obtain and assist with the completion of application/instruction forms and fact finds Obtain policy information, documents, fact-sheets, illustrations, and product comparison quotes through appropriate sources Uploading plan statements and other documents to client records following agreed naming conventions Maintain accurate client information and record client interaction on the back-office system Assist with the on-boarding process of new clients Assist with the annual review process of existing clients Any additional ad-hoc requests and support on company projects as and when required Build strong working relationships with all colleagues across the business Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met Undertake project work and additional duties as and when required Treat all data with complete confidentiality and take reasonable steps to protect this Maintain client records and update client information on back office systems to keep an effective audit trail Assist with the onboarding process of new clients Assist with the annual review process of existing clients About you: Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools Previous experience in an administration role highly advantageous Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business Ability to consistently deliver within service standards Excellent organisational skills, flexible and proactive approach to getting the job done Strong interpersonal skills, both written and verbal communication Accuracy and attention to detail to balance demands of role Desire to learn and build skills and ability through a Personal Development Plan Knowledge of Financial Services industry would be great, though not essential Organised and efficient, self-motivated and works consistently with little supervision Personable and polite with the ability to interact and build rapport with all people Benefits: 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private medical Insurance Group Income Protection