What we do

Appointed Ltd is a independent recruitment consultancy business recruiting Financial Planners, Mortgage Advisers, Protection Advisers, Paraplanners, Mortgage Administrators, IFA Administrators, Compliance, Pensions, Investments, General Insurance &amp; all Business Support &amp; Management across the South of England.
To discuss any recruitment needs or for me to represent your job search please do not hesitate to contact me on 07587072316 / chez@appointedltd.co.uk
www.appointedltd.co.uk&nbsp;

What we stand for

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Established wealth management practice with a team of highly qualified and experienced employee benefit advisers and financial planners and who service both private and corporate clients nationally are expanding their Whiteley office. This would suit a ambitious individual who has started their studies towards the Level 4 Diploma in Financial Planning. You will be experienced within a EB administration role and be competent in most aspects of GPP, GIP, DIS, PMI and auto enrollment. As the Employee Benefits Client Services Manager your main duty is to deliver a high touch and professional service to Employee Benefits clients, whilst providing competent and proactive administration of their schemes. Benefits such as, 2 days homeworking per week, agile working hours, 3% employer contribution, 25 days holiday plus ability to buy &amp; sell days and many more including private medical, death in service, income protection... Day to day... Delivery of high quality, professional and caring service to clients both external and internal. Processing of new and existing group risk and auto enrollment business including the production of suitability reports and other various reporting required throughout the life-cycle of the client. Scheme maintenance including aspects such as contribution uploads, renewals, joiners, leavers, etc. Assist with monthly invoicing and fee reconciliation. Ensuring client information is fully documented, meets all relevant regulatory and company standards, and is continuously maintained.

Employee Benefits Administrator 

My client is a online platform specialising in financial services for businesses, they provide tailored solutions and support to businesses of all sizes, helping them navigate the complexities of the financial landscape. This includes securing loans, managing insurance needs and optimising financial strategies. They are seeking a fully remote Life Insurance Administrator to support advisers and engage with warm leads. To coordinate with doctors' offices, insurers, and handling post-sale paperwor and speak with customers who have inquired about life insurance and arranging appointments. This is a fully home based role paying 25,000.00- 30,000.00 per year Company pension and monthy bonus. Ideal candidates will have life insuracne administration experiecne, be confident in their abilities, a team player and have excellent communication skills both written and verbal. There is growth potential to become an adviser or manage your own admin team for the right candidate who has experience in booking B2B/B2C appointments within the life insurance sector. Responsibilities: - Perform general administrative duties such as answering phone calls, responding to emails, and managing correspondence - Maintain accurate records and files - Assist in scheduling appointments and meetings - Prepare and distribute memos, letters, and other documents - Conduct data entry and maintain databases - Provide support to brokering team members as needed

Life Insurance Administrator - REMOTE

Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator. As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients. Salary of upto 34k excellent benefit, pension, exam support, onsite parking, genuine career progression. Ideal candidates will have worked within a IFA practice set up, supporting advisers and therefore have a solid understanding of financial services. It would be advantageous if you have worked with IRESS and Xplan and on platforms such as transact and standard life. Duties such as… Sending Letters of Authority Obtaining applications, illustrations etc Ensure all required information needed to complete application forms and illustrations has been obtained. Check, maintain and implement Bed &amp; ISA process. Process New Business Research for Suitability Reports Prepare information/comparisons for analysis by Financial Planner. Obtain information necessary to compile client recommendations Completing rebalances and cost implications for clients as directed by the financial Planner Carrying out technical calculations as directed by the financial Planner Build strong relationships with clients by providing a friendly and professional point of contact, answering technical queries Please apply online for further information.

Senior IFA Administrator 

Chartered financial planners dealing with high net worth clients with a fantastic reputation for the honest and professional advice they provide to the South. A highly professional team, with many home grown advisers, with years of technical experience between them. Providing technical support and recommendations to Financial Advisers Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business to completion and updating and maintaining our back-office system - Intelligent office (Intelliflo) Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Liaising with the Compliance Manager, resolving compliance issues Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses Interpreting information and statistical data Candidates must have worked as a paraplanner, ideally within a whole of market setup and have achieved or be a couple of exams away from completing the Level 4 Diploma in Financial Planning. You will be familiar with Intelligent Office and abrdn Wrap Platform. You will be a confident and clear communicator, both written and verbally alongside excellent attention to detail. Paying upto 38,000 this position is a mix between office and home based working 37.5 hours Monday to Friday with a core working day 10.00am-4.00pm with a start/finish between 8.00am-6.00pm. You will receive 5 weeks plus 8 bank holidays, Pension 3% of gross salary, Private Medical Insurance after 6 months service and Annual discretionary bonus.