- Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly
- Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
- Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
- Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
- Preparing invoices for work completed for clients
- Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
- Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
- To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time
- Basic knowledge of all products and funds falling within area of responsibility
- Ability to build relationships with consultants and ensure an effective relationship is maintained
- 2 years previous experience of working for an IFA
- CF1
- Certificate in Financial Services/Planning
- Intermediate skills in Intelligent Office
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Administration Support
1 week ago
Barrington Medical Centre Partnership Altrincham, United KingdomSummary of Main Tasks and Responsibilities Manage end-to-end medical report requests Respond to and action patient and third-party subject access requests Maintain accurx systems Receive, action & share NHS alerts Support the practice secretary Provide cover for administration st ...
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Technical Support Administrator
1 week ago
LIFT-Financial Group Altrincham, United KingdomWe are looking for a **Technical Support Administrator** to join our busy team in Altrincham. This is a vital role, providing comprehensive and professional administrative support to our Paraplanning Team. · **Duties include**: · - Provide administrative support to the Paraplanni ...
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Business Support Administrator
3 days ago
Manchester University NHS Foundation Trust Timperley, United KingdomWe are looking to recruit a pro-active, enthusiastic and motivated Business Support Administrator with strong administration and team working skills and a commitment to delivering high quality service, to support the Nutrition and Dietetic Service. The post holder will be support ...
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Administrative Support Officer
1 week ago
Northern Care Alliance NHS Foundation Trust Sale, United KingdomThis role is based with the Advancing Quality Alliance (Aqua) a membership organisation for the NHS in the North West aiming to support commissioners and providers of health to deliver high quality, cost effective services. Aqua is hosted by The Northern Care Alliance. · As our a ...
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Operations Support Administrator
6 days ago
Air Products Carrington, United KingdomThe Operations and Plant Support Administrator position will provide a central support to all areas of the UKI Industrial Gases Operations Business primarily but not limited to administrative support for both the Plant & Distribution at Carrington. The administrative tasks are va ...
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Administrative Support Officer
17 hours ago
Northern Care Alliance NHS Foundation Trust Sale, United KingdomThis role is based with the Advancing Quality Alliance (Aqua) a membership organisation for the NHS in the North West aiming to support commissioners and providers of health to deliver high quality, cost effective services. Aqua is hosted by The Northern Care Alliance. · As our a ...
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Sales Support Administrator
1 week ago
Falcon Vintners Limited Sale, United Kingdom**Key responsibilities**: · - Raising sales orders and purchase orders · - Submitting orders for delivery on the warehouse website · - Uploading pictures to our stock management system · - Arranging shipments with various shippers from various countries in Europe · - Liaising wit ...
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Facilities Support Administrator
17 hours ago
Manchester University NHS Foundation Trust Wythenshawe, United KingdomThe Estates and Facilities department are looking for an enthusiastic and customer focused individual to join our passionate and driven team. · The role will provide key organisational support across all services includingcatering, domestic, linen, portering and accommodation. Du ...
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Administrative Support
1 week ago
Ministry of Justice Manchester, United Kingdom**Administrative Support - Approvals and Compliance Team ** · **£24,067 - £25,342** · **Manchester**: · **Overview of the job** · The Administration Support Adviser works as a member of the Approvals and Compliance team located in Newport. This team is responsible for making eval ...
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Administrative Support
17 hours ago
SPIE Manchester, United KingdomPart Time Administrative Support Assistant required 18 hours per week. Work days Wednesday pm and all day Thursday and Friday. Must have experience in working in an office environment and IT skills are essential. · **Job Purpose** · - To carry out administrative duties to high ac ...
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Administrative Support
1 week ago
HM Prison & Probation Service Manchester, United Kingdom**Details**: · **Reference number**: · **Salary**: · - £24,067 - £25,342**Job grade**: · - Administrative Officer- Band 3**Contract type**: · - Permanent**Type of role**: · - Administration / Corporate Support**Working pattern**: · - Flexible working, Full-time, Job share, Part-t ...
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Administration Support
1 week ago
O'Connor Utilities Ltd Manchester, United KingdomWe currently have an exciting opportunity in Administration Support to join our team at our Levenshulme Depot. The purpose of the role will be to provide administrative support to our office personnel. You will be responsible for helping the smooth running of the business. · **Du ...
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Support Administrator
3 days ago
Sapphire Utility Solutions Manchester, United KingdomWe are looking for a training administrator to work out of one of our regional office in Manchester. Working in the training department you will be carrying out a support role on a full time permanent basis. · Duties in the role include: · - Updating the SHE training system inclu ...
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Administrative Support
1 day ago
SGK Manchester, United Kingdom**Equator is a global packaging design agency, delivering strategy to shelf without compromise. We create powerful brands that get noticed and chosen. Equator is part of SGK.** · ***: · We have a 6 months fixed term contract for an Administrator to support our Equator team. This ...
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Support Administrator
1 week ago
Northern Care Alliance NHS Foundation Trust Salford, United KingdomAn exciting opportunity has opened up for a Support Administrator within Undergraduate Medical Education. · This position provides support to the whole busy undergraduate medical education team in a variety of ways. This involves greeting and helping students, dealing with absenc ...
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Administration Support
1 day ago
Pennine Care NHS Foundation Trust Stockport, United KingdomAn exciting opportunity has arisen for a band 3 administrator to join our Stockport Access Team. · We are looking to appoint someone with significant experience who can deliver comprehensive administrative support to our practitioners and service users. · The post requires a 'can ...
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Administration Support
1 day ago
Pennine Care NHS FT Stockport, United KingdomTo undertake the comprehensive administration of all referrals received into the teams. To ensure that all relevant referral information is recorded on PARIS and other relevant information systems and be responsible for the security of the information contained within these syste ...
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Administration Support
1 day ago
Pennine Care NHS Foundation Trust Stockport, United KingdomAn exciting opportunity has arisen for a band 3 administrator to join our Stockport Access Team. · We are looking to appoint someone with significant experience who can deliver comprehensive administrative support to our practitioners and service users. · The post requires a 'can ...
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Regatta Urmston, United KingdomAre you **self-motivated with excellent time management**? · Looking for a role where you can** **manage daily activity for major customers and distributors orders**? · If so, we have an opportunity for a** **Senior International Support Administrator** to join our **Sales team** ...
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Customer Support Administrator
1 week ago
Gibson Hollyhomes Trafford Park, United Kingdom**Customer Support Administrator · **£21-24k** · **International Organisation · Good Career opportunity** · **Dynamic Business** · **Key duties will include** · Using company database · Order processing · Monitoring rolling order pattern and ensuring the retention of existing bus ...
Client Support Administrator - Altrincham, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.
Job Purpose
To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.
Responsibilities
Essential Requirements
Desirable Requirements