Life and Careers

This is a great opportunity to join this thriving financial planning firm and join their small team in Stockbridge. Working with the management team, the role will be to support with administrative tasks to ensure the business is well run. Specifically, your key responsibilities will be: Invoice and payment management Completion of financial records Completion of income allocation procedures Data collection and data management Production of management information across all business functions Front of house duties such as greeting visitors, answering telephone calls Handle all incoming communication Other ad hoc administrative duties We are lookig for someone with minimum 2 years experience in a similar role. Key skills: Communication and organisational skils Strong attention to details and recognise patterns and trends in data Analytical and numerical, good with excel Experience with accounting software and client relationship database Ability to multi-task, proactive and willingness to take on new skills Sounds interesting? Please get in touch for more information about the role.

This is a great opportunity to join this thriving financial planning firm as a client administrator/coordinator. Your role will be the delivery of the client annual review process and to support your team with administrative tasks. Key responsibilities Coordinate and organise annual reviews Ensure all documents are prepared prior to meetings Maintain client database and records Prepare client valuations and other items required by the Financial Planner Confirming contributions and withdrawals for varying products Providing post meeting support Onboarding new clients Managing team diary and answering telepone calls General office administration duties Essential skills: • Communication and organisational skills • Good eye for detail and accuracy • Interpersonal Skills and a good team player • Excellent IT skills and proficient in Microsoft Office products We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation. What's in it for me? A competitive salary, benefits and hybrid working is on offer.

Our client, a thriving financial planning firm, is looking for an organised and competent Client Services Manager to join their Service Delivery team. This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice. Your role as a Client Services Manager will be to support the Financial Planner and ensure we deliver high quality service and advice to clients. Working as part of a team you will ensure clients enjoy an excellent customer experience. What you'll be doing Manage client relationships and delivery of advice Supporting the Financial Planner in preparing solutions to present to clients and keeping them informed of any client queries. Keeping clients up to date and ensure that completion of reports and advice is delivered timely and accurately. Organising the implementation process of new clients using a variety of IT systems and investment platforms. Submitting paperwork, assist clients with completing forms, executing fund switches, top ups, withdrawals and inter-plan transfers. Keeping up to date with the industry and the range of products and services offered. Administration of reports, forms and files Work closely with the Paraplanner and the Client Review Coordinator in managing workloads including record keeping, advice delivery and dealing with internal and external parties. Having a sound knowledge of the Annual Review process. Drafting suitability reports, producing illustrations, gathering documentation and completing product, plan and fund research. Understanding compliance file checking including life cycles, fact finds, record keeping, client risk profiles and client due diligence. Taking ownership and accountability of making sure client data and information is correct. What we are looking for We are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment. You will be an effective link between the client and their Financial Planner, hence excellent interpersonal skills and communication skills are essential. Key Skills: Communication skills; strong written and spoken English. Organisational skills; able to manage the workload efficiently and be able to achieve results. Interpersonal skills; proactive, confident and able to build effective relationships. Time management skills; able to handle deadlines and pressure. Excellent attention to detail. Excellent IT skills and proficient in Microsoft Office Products An understanding of the financial services industry and the financial planning process. Personal Qualities: Responsible, Considerate and Dedicated Driven by a personal sense of integrity. Upholds quality standards and takes ownership of work. Reliable and trustworthy and treats confidential information with discretion. Nurtures teamwork and productive relationships. Has care and concern for others, including clients, colleagues and our local community. Displays resilience and able to deal with changing priorities. Hardworking and diligent. A problem solver and not afraid to take on a challenge. Willing to learn new skills to develop within the team and help others. Desirable Qualification or Experience Minimum 3 years in a similar role within a financial planning firm or related organisation. Sounds interesting? Get in touch with us for more information.

We are looking for an organised and competent Paraplanner to join this growing financial planning firm in Belfast. You will be providing technical research and analysis to support the Financial Planners. Key Responsibilties : -Financial Plan Creation; researching financial products and solutions to present to clients. -Report Writing; preparing detailed and accurate suitability reports -Client support; provide technical support, managing client information and assist with client management -Administrative tasks Key Skills: - Analytical mindset - Technical knowledge and industry awareness - Able to handle deadlines and pressure. - Excellent IT skills and proficient in Microsoft Office Products and relevant software - A problem solver and not afraid to take on a challenge. Sounds like you? Get in touch with us for more information on the role.