3 jobs found

Savings / Banking Administrator (Full Time, working a 4 day working week) 30,000 - 32,000 per annum Tonbridge Office Based - Working a 5 day week within a 4 day working week pattern. (32hours, 8 hours a day, 4 days a week with one day off in the week) Benefits: Generous Annual Leave + Bank Holidays, 24/7 GP, EAP, private medical (eligible), income protection, Pension, life assurance, enhanced parental/sick pay, Discounts (Perkbox), travel loans, cycle scheme, tech loans Are you passionate about making a difference in the Banking sector? Do you thrive in a dynamic, high-volume environment while providing exceptional service? Do you have recent Banking KYC and AML and compliance knowledge? If so, we invite you to apply for the position of Savings Administrator at our client's organisation in Tonbridge! Why Join Us? As a Savings Administrator, you will play a crucial role in supporting the Savings Team in achieving its objectives. Reporting to a Head of Savings your contributions will directly impact their saving portfolio of clients and helping them with their financial needs while adhering to high standards of service and compliance. Key Responsibilities: Customer Handling: Promptly action saver account requests and respond to general inquiries via phone, email, or letter. Maintain customer confidentiality in line with Data Protection regulations. Uphold the Conduct Risk & AML framework, ensuring compliance at all times Deposit Accounts: Conduct manual Anti-Money Laundering checks and support the opening of new accounts. Process postal applications efficiently using the core banking platform. Electronically scanning account forms ensuring there is a clear audit trail and that transactions are compliant with the Bank's policies and a right first-time culture is achieved. Manage account maturities, closures, and withdrawals, ensuring a clear audit trail and compliance. Banking Operations: Input deposit data accurately into Aurius and perform account reconciliations. Monitor daily workloads and prioritise tasks to meet service level agreements. Document and test new products and procedures while creating inserts for departmental manuals. General Operations: Be the main point of contact for incoming calls, directing them appropriately. Assist with reception duties, including managing incoming and outgoing post. Provide management information about the savings portfolio as needed. Who You Are: Experience: At least 5 years of customer service experience in a Banking/Financial services environment. Proficient in administrative procedures and practices (KYC/AML/Consumer Drivers), with a strong focus on data entry. Knowledge: Familiarity with savings products and banking processes is a plus! Education: Minimum GCSE standard with A-C grades in Maths and English. Skills: Excellent written and verbal communication skills. A confident telephone manner High degree of work accuracy and attention to detail with an analytical approach Excellent communication skills, both verbal and written, with good knowledge of MS Office; Outlook, Word, Excel Apply now to be part of our clients dedicated Savings dedicated team, where your efforts will help us continue to support savers and make a real difference in the charity sector. Application Process: Please submit your CV online outlining your relevant experience. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells (phone number removed) (url removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Our client is seeking a Financial Planner in the West Midlands/Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years' experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations West Midlands / Worcester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Our client is seeking a Financial Planner in North London / South Hertfordshire area to join their IFA team and benefit from a highly competitive salary linked to recurring income and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, HNW client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be chartered or working towards You should have 5+ years' experience as a Financial Advisor. Although experience is measured more by advice given to HNW individuals rather than length of service You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should have done/utilised cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively. You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Salary of £75,000 - £90,000 which will grow as you increase the recurring income of your client bank OTE of £110,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Borehamwood Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.