What we do

<p>Specialising in recruitment for the Pensions and Wealth Management industry, we are a Midlands based company and if you are looking for a role in any of the following sectors, then we can help:</p>
<ul style="padding-left: 20px; list-style-type: disc;">
<li>Pensions</li>
<li>Paraplanning</li>
<li>Wealth Management / IFA Administration</li>
<li>Mortgage Administration</li>
<li>Financial Advisers / Mortgage Advisers</li>
<li>Business Development</li>
<li>Compliance</li>
<li>T &amp; C</li>
<li>Management</li>
<li>Employee Benefits</li>
</ul>
<p>Review our current vacancies on-line or call us today for a confidential discussion.</p>

What we stand for

Quality recruitment for the Pensions and Wealth Management Industry

External links

SSAS (Pension) Account Manager Remote, Hybrid or Office based in either Leicester, Wimbledon, Salisbury or Bolton (our ref AL1130C) Salary 24,000 - 38,000 depending on experience benefits My clients are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS). Due to continued growth, they are now looking to appoint a number of SSAS Account Managers to join their team, either based in their Leicester office with some home working (hybrid) or fully remote based across the UK. We regret we cannot consider application from individuals who have not previously administered pension schemes, specifically either SSAS or SIPP Schemes. Purpose of the Role: You will be responsible for providing a quality service to both clients and their advisers and will carry out the day-to-day administration of a portfolio of SSAS’ s dealing with all aspects of their administration including: Establishment/takeover Contributions and transfers in and out Investment transactions Benefit calculations and payment Property purchases and sales The Person: The job holder should ideally have experience of SSAS administration and demonstrate the following core competencies: Good personal organisational skills with the ability to prioritise their own workload Previous experience administering pension schemes, specifically SSAS or SIPP Schemes Proactive, enthusiastic and driven approach Works well under pressure maintaining attention to detail Ability to work to prescribed deadlines Clear &amp; concise communication skills at all levels A positive attitude to client care If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

SSAS Pension Account Manager

SSAS (Pension) Account Manager Remote, Hybrid or Office based in either Leicester, Wimbledon, Salisbury or Bolton (our ref AL1130B) Salary 24,000 - 38,000 depending on experience benefits My clients are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS). Due to continued growth, they are now looking to appoint a number of SSAS Account Managers to join their team, either based in their Leicester office with some home working (hybrid) or fully remote based across the UK. We regret we cannot consider application from individuals who have not previously administered pension schemes, specifically either SSAS or SIPP Schemes. Purpose of the Role: You will be responsible for providing a quality service to both clients and their advisers and will carry out the day-to-day administration of a portfolio of SSAS’ s dealing with all aspects of their administration including: Establishment/takeover Contributions and transfers in and out Investment transactions Benefit calculations and payment Property purchases and sales The Person: The job holder should ideally have experience of SSAS administration and demonstrate the following core competencies: Good personal organisational skills with the ability to prioritise their own workload Previous experience administering pension schemes, specifically SSAS or SIPP Schemes Proactive, enthusiastic and driven approach Works well under pressure maintaining attention to detail Ability to work to prescribed deadlines Clear &amp; concise communication skills at all levels A positive attitude to client care If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Investment Accounts Executive Leicester (Our Ref AL1280) Salary 24,000 - 30,000 dep on exp benefits My client is an award-winning Pensions and Investments Company, serving high net worth clients across the UK. Due to continued growth, they now have an exciting new opportunity for an individual with previous Investments experience to join their team. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). You will be responsible for maintaining records that meet the requirements of the firm and the regulator and will also provide a technical and administrative support to the Investment Manager and Financial Planner. Some of the main tasks of your role will be: Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Open new accounts by preparing and submitting new business applications Liaise with existing investment providers and the receiving platform to process transfers over to our investment services Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo. Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors. Invoice clients in accordance with Client Agreements. Produce bespoke documents as and when needed / requested. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years’ experience in Investment client servicing and administration role IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation Ability to work within level of authority and to refer work when appropriate. Knowledge of the services that the firm provides to clients. Knowledge of investments and associated products. Good technical knowledge of investments and their use in Financial Planning If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Investment Accounts Executive

IFA ADMINISTRATOR - WEALTH MANAGEMENT West Bridgford, Nottinghamshire (our Ref AL1285) Salary to c 26,000 - 30,000 plus bonus and benefits, depending on experience Working from home part of the week can be agreed My client is an established and professional wealth management organisation and they are now looking to appoint an experienced IFA Administrator who has preferably worked within an IFA / Wealth Management environment and has a positive and professional attitude with strong interpersonal skills. Responsibilities of the role Administrative support to encompass the processing of new business and client valuations To compile basic suitability reports from structured templates Preparing agendas and paperwork for client review meetings To act as a liaison, point for clients and providers To maintain and update client information within Xplan and AWS Morningstar To assist the Practice Manager with operational projects Pursue personal development of skills and knowledge necessary for the effective performance of the role Skills required Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative Numerate - have good analytical skills Excellent standard of written &amp; verbal communication Ability to empathise and build strong business relationships with our client’s other staff and strategic partners Attention to detail Organised, being able to work on your own initiative and able to prioritise workloads Proactive, with an ability to multi-task and possess the ability to search out solutions Ability to interpret data and produce recommendations with supporting evidence IT Literate and be competent in the use of: ? Back office systems, preferable Xplan ? MS Office and Excel 4. Qualifications/knowledge/experience Good working knowledge of Microsoft Office &amp; Outlook Knowledge of XPLAN Software and AWS Morningstar would be an advantage Have at least 2 years’ relevant experience within Financial Services Professional qualifications are an advantage Benefits Salary dependent upon experience and qualifications Discretionary annual bonus following a year’s service 25 days holiday plus Bank Holidays Enrolment into the Workplace pension scheme Death in Service - 2x salary Discretionary Long-Term Sickness Policy Examinations and study material paid for by the company Hours - Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit) If this role is of interest, please submit an up-to-date CV for consideration. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.