Trainee Financial Services Manager - Stockton-on-Tees, United Kingdom - EGRecruiting Ltd

EGRecruiting Ltd

Verified Company

Stockton-on-Tees, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Several years' experience in a Financial Services Administration role

Employee benefits experience is desirable, but not essential
Able to lead and manage a small team, with proven experience
Ability to motivate your team, develop their skills and encourage teamwork
Nurture an environment where processes and procedures can be challenged and improved
Excellent interpersonal and communication skills
Excellent analytical skills and work in a structured and planned manner
Must be confident in dealing with clients both over the telephone and face to face
With support, reflect on work practices, identify learning and development needs and take steps to develop own knowledge and skills as required
Positive attitude to work regularly demonstrated
Experience of working with Intelliflo would be advantageous

Benefits:

Hours Mon-Thur 9-5 (some flexibility 8-4) Friday 8-3, or part-time
Pension (will match up to 6%)

DIS
Critical Illness cover
Health Cashplan
Free parking
Study support

Role:

We have an exciting opportunity for an ambitious individual, keen to progress their career and move into a management role.

Working within a long-established IFA business, the role would suit an experienced Senior IFA Administrator, who enjoys managing anddeveloping a team, improving efficiencies, and delivering a quality service to clients.

This is a newly created role where you will be trained and supported from the outset.

In return, you must have a professional, confident, and hard-working approach, witha real hunger and drive to develop yourself, whilst managing a small team.

Working closely with the Corporate Adviser, you will provide support to help ensure the smooth running of the department, overseeing two Corporate Administrators.

You will be required to liaise with the adviser on client cases, providing research to assistin the production of recommendations.

You may be required to attend client meetings and will provide back-office support by liaising with clients, administering client's plans and utilising our back-office system.

You will be required to prepare suitabilityreports along with supporting documentation.

Responsibilities will include:

To maintain and strengthen relationships with all corporate contacts and deal with any enquiries efficiently and in a timely manner
To ensure the effective administration of group pension and group risk arrangements
To assist the Corporate Adviser in providing compliant advice and consultancy services
To assist the Corporate Adviser to deliver advisory and administrative services in a profitable manner making use of technology solutions
To assists the Corporate Adviser in securing and building advisory relationships with new clients
To identify and report to the Corporate Adviser any service issues which need addressing
Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance and key legislative and regulatory changes
To create and communicate effective marketing campaigns to existing and new corporate clients
To manage resource within the team
To provide training, development and workflow management for the Corporate Administrators and any future team members
Provide holiday cover for any team member, as required

Qualifications:

Financial Services qualifications are not essential however, study support will be provided if desired

Know someone who the above job would be a perfect fit for?
**REFER receive £250 when they start in their new role