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Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £32,000 Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role.? Should you choose to apply, your information will be processed in accordance with Kelly's?Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.? As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Location Hybrid < 1-2 days in the office/Support Centre on Hams Hall Distribution Park, Coleshill. Why The Works? We don't just sell products. We inspire reading, learning, creativity and play. You sell the paint that turns someone into an artist. You provide the book that unleashes an inner author. You supply the games that help bring families together. You give someone the puzzle book that reconnects someone with a late family member's memory. You never know who someone will become. So with your passion, and our products, you will help ignite the spark in helping people unleash their creativity, find new passions, hobbies, or rekindle fond memories. The unseen possibilities are limitless, and it all starts with you. Become a Commercial Finance Business Partner Reporting to the Head of Commercial Finance, this role sits within an existing commercial team of six. In this role, you will develop a good understanding of the key drivers of the business to enable you to effectively deliver insight, challenge, add value and influence strategic business decisions. You will be responsible for building strong relationships and business partnering with senior managers and their teams, providing financial insight to support their commercial decision making. Your Mission Dedicated Business Partner to The Works management team, building partnerships and strong relationships with all senior managers and their teams. Providing financial support to commercial decision making. Delivering analysis and insight that links financial reports to business strategies. Improving the impact, and understanding, of financial reporting on business performance; providing options and scenarios for business decisions Providing effective commercial support to ensure key operational, commercial, and financial targets are delivered. Key leadership role in supporting the budgeting and forecast processes, providing support and challenge for budget holders, high-lighting risks, and opportunities, and ensuring alignment with business objectives. Assisting with the development of new MI reporting, systems, and processes, embracing continuous improvement For areas of responsibility, ownership of the monthly management accounts and reporting to the board. Skills/Behaviours That Will Set You Apart A fully qualified ACA/CIMA/ACCA, with commercial business partnering experience, you will be able to demonstrate the following: Motivated and self-sufficient, using initiative to be pro-active. Naturally inquisitive and confident to challenge both accepted assumptions and processes. Collaborative approach with excellent communication and interpersonal skills to be able to liaise with and influence colleagues at all levels. Commercially astute with a strong desire to understand the key levers in the business, and an ability to interpret numbers into meaningful insight, and communicate to the business. Ability to professionally challenge the business to make improvements to operational and financial performance. Experience of budgeting and forecasting processes including reviewing and challenging commercial targets with budget-holders Strong Excel and analytical skills, with attention to detail and able to work at pace under time pressure. Confidence to initiate process improvements and the tenacity to see them through to completion. Strong organisational skills, flexible and able to adapt quickly to deliver a fast turnaround on ad-hoc tasks. ?? 25% Colleague Discount! -Plus, exclusive Double Discount days! ??MyWorks - Access exclusive online discounts across hundreds of retailers, holidays, utilities deals, tech and more! ?? Holiday 33 days including bank holidays. ?? Holiday Purchase - Purchase an additional 5 days ? Can-Do Academy - Grow your skills and career with instant access to further training and development in areas that interest you. ?? Wagestream - Claim early access to 50% of your wages as you earn them for when life' happens! ? Share Scheme - Unleash your inner Monopoly mogul and own a piece of The Works! ??24/7 support for you and your family - Through our partnership with the Retail Trust who provide an Employee Assistance Programme and so much more! ?? Healthcare Cash Plan To support your everyday healthcare costs ?? And loads more! Long Service Awards, pension, life assurance, Cycle to Work and optional charity giving. Our Purpose To inspire reading. learning, creativity and play - making lives more fulfilled. Our Values We are Crafty We are Caring We are Can-do We Listen. We Care Each year, we run an anonymous colleague engagement survey. This is so important for us to hear your feedback and suggestions. We want to know what's going great, and what needs a couple of tweaks to help make The Works the best place you've ever worked! You'll have opportunity to help give us that direction. Promoting Diversity, Inclusion, and Applying Reasonable Adjustments At The Works, we are proud to have an inclusive culture where everyone truly feels able to be themselves. Our roles are open to all, including under-represented groups such as ethnic minorities, people with disabilities, carers & members of the LGBTQ community (including those who identify as lesbian, gay, bi, trans, non-binary, or use another term). We are open to discussing part-time and flexible working and, where possible, will try to support this. If you need reasonable adjustments to apply for this role, please contact and we'll be happy to help! #LIHybrid