______________________
_____________________
________________________
_______________________
_______________________
________________________
_______________________
___________________
_____________________
_____________________
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.
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!