What we do

Clever-HR is a forward-thinking Recruitment Consultancy that offers bespoke services to companies across the UK.
Our main niche area is within the Financial Planning / Wealth Management space, assisting both regulated and non-regulated personnel.&nbsp;
We work on:
<ul>
<li>Financial Planning Administration / Sales Support</li>
<li>Paraplanning</li>
<li>Pension Administration</li>
<li>Compliance and Risk</li>
<li>Financial Planners (employed and self employed)</li>
<li>Management</li>
</ul>
Clients range from large national IFA firms to niche regional and local firms.&nbsp;
&nbsp;

What we stand for

We help businesses Attract, Develop and Retain personnel

Who you'll work with

We have more than 15 years experience working within the Financial Services arena and our team here will support you throughout the whole process, helping you prepare for interviews, offer CV guidance and (hopefully!) negotiating offers of employment.

External links

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Financial Services New Business Administrator Milton Keynes Salary 23,000 - 28,000 p.a. DoE and qualifications We are delighted to be working with this well established independent financial advice firm. With a strong reputation for professional high quality financial planning service, they have an opportunity for you to join the administration team supporting advisers and clients. This opportunity will appeal to an Administrator who wishes to work in an environment where you are treated as an individual and supported to grow to be the best you can be. Key Responsibilities:- Pension and Investment ew business processing and data cleansing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in pension transfer work and drawdown related matters Deal with adviser queries Data input onto client database and ensure accurate records maintained at all times Group scheme research, quotations, renewal letters Prepare regular client valuations Complete LOA policy questionnaires, particularly for pension related matters Systems:- Competent with:- Outlook, Word, Excel to intermediate level Ideally competent with Intelligent Office (back office system) or similar Working knowledge of platforms ideally:- Quilter, Aviva, M&amp;G and Aegon ARC Working knowledge of IRESS desirable but not essential About You:- 2 years industry experience Confident, lateral thinker with a positive 'can do’ attitude Ability to communicate at all levels, highly organised, effective time management, ability to prioritise workload, apply a logical approach to requests, be adaptable and flexible in their approach Industry qualifications preferred but not essential Great team player with ability to work independently when required Benefits:- 22.5 days annual leave 2 other discretionary days off Only work 4 hours on a Friday, finish at 12 noon Auto enrolment pension scheme, becomes 5% pa matched contribution once probation has been passed PHI, PMI and life cover after successfully passing probation Exam Support On site free parking

Financial Services New Business Administrator, Milton Keynes (BW2057)

Financial Planning Administrator North Somerset Salary 25,000 - 38,0000 p.a., DoE plus benefits We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team. Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner. Key Responsibilities Prepare application forms and paperwork for clients to complete Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress Make changes to clients’ investments as instructed by paraplanners or planners Prepare client portfolio valuations and review documents Prepare and dispatch reports Regular meetings with Paraplanner and Planner to discuss work in progress Ad-hoc project work Peer checking review documents and other work when required Update and maintain the Client back-office system About You and Your Key Skills Good understanding of the industry and a basic technical knowledge, ideally with 2 two years’ experience in a similar role within a Financial Planning office Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9) Computer Skills - competent in the use of relevant packages including Word and Excel Excellent attention to detail, good organisation and time management skills A critical thinker and a good problem solver Good communication skills both face to face and over the phone Able to work under own initiative and as a team player Detailed knowledge and understanding of a firms record keeping requirements Understanding of the provision of advice to clients in a compliant manner Experience with I/O, desirable Salary &amp; Benefits Competitive salary depending on experience Group Life cover Group Income Protection Simply Health cash pan Private Medical Insurance Workplace Pension Free Parking Cycle to Work scheme 25 days hol BH birthday off and 1 charity work day a year, increasing with service max 30

Financial Planning Administrator

Competence &amp; Development Manager, Bath Salary Guide 60,000 p.a. benefits Our client is a well-established IFA firm that provide private and corporate advice to clients on a national scale. The Role To be responsible for fulfilling the requirements of the company’s Training &amp; Competency scheme, in order to ensure the initial and ongoing competence of financial advisers To assist in the design, implementation, delivery and recording of individual and group training activity in support of the company objectives and effective conduct of their business. To incorporate the training requirements of both advisory and non-advisory functions. To work alongside Senior Managers and advisers with established track records, providing development, coaching and training support to enable them to achieve their highest potential, in terms of sales skills, supervision skills and technical knowledge. To support new entrants to the company in achieving competency (CAS sign-off for advisers) and minimising the time taken for new entrants to understand and be able to follow company process and standards and be productive in their respective roles. Assist in monitoring adherence to company policies and processes and assessing the knowledge and skills of the workforce and identifying risks and training needs. Responsibilities Liaise with Senior Managers, and analyse available MI, in order to identify individual and group training needs at a local and national level. Assist in the development and delivery of training programmes to address local training needs. Assist the Head of Professional Development in the design and implementation of national training programmes and support materials and participate in the delivery of such training. Provide tailored coaching to advisers and supervisors to assist them in achieving personal and company goals. Co-ordinate and lead the delivery of knowledge and skills training for advisers and supervisors until they are deemed to be competent, in order to maximise their contribution to the business and increase productivity. To conduct live client meetings and / or roleplays in order to assess an adviser’s competence and to further develop their ability to deliver the highest standards of compliance and client experience. To conduct and accurately record one to one meetings with advisers, as required under the Training and Competence scheme. To be responsible for the advisers ongoing competence under SMCR. To work alongside the Senior Manger to ensure the advisers continuously adhere to our clients' Good Business Standards and achieve the minimum standards for business quality, and where relevant approve pre-sale recommendations for advisers under direct supervision. Assist the Senior Manager, and other colleagues, where relevant, in maintaining robust development plans and training records. To monitor and support the advisers with the completion and recording of CPD and company mandated proficiency testing, to ensure they achieve and maintain the standards required to hold a Statement of Professional Standing. Under the direction of the Head of Professional Development, ensure company resource is employed efficiently. This may include participating in the delivery of training activity outside of local sphere of responsibility. Attend local team / department meetings to ensure understanding of team objectives, priorities and issues. Participate in the planning and delivery of training elements in such meetings. Assist in the delivery of company induction programmes, as required, to provide a positive introduction to the company for new entrants and effective training in standard processes and practices, such that attendees are able to be signed off induction ready to attend their office. Report any emerging or crystallised risks to the Head of Professional Development. Demonstrate best practice in the field, in accordance with the company’s objectives, policies and standards. Knowledge &amp; Skills Hold the level 4 Diploma in Financial Planning. J07 or the equivalent would be a distinct advantage Excellent Coaching, Presentation, Influencing, Organisation, Planning and Time Management skills with an attention to detail and an ability to handle change Previous experience in a Training and Competence role within Wealth Management Experience of providing skills-based coaching and providing feedback; A proven track-record of achieving sales targets Ability to demonstrate required level of technical knowledge and application of qualifications in the IFA environment; Ability to handle challenge. Excellent interpersonal and relationship building skills and ability to deliver result through others The Package Competitive Salary Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in the holiday purchase scheme An extra day off on your birthday Participation in the Company’s Flexible Benefits Scheme Contributory Pension Scheme Death in Service - 4 x basic salary Training and professional qualification support Opportunities for career progression - reward your loyalty with professional development Rewards and Initiatives Employee Assistance Programme - offering support to colleagues via telephone and online

Competence & Development Manager, Bath (NT-2058)

Employed Financial Adviser - LEADS PROVIDED - Cirencester 50,000 (Basic) Bonus, Benefits, Free Parking Working Hours: Mon-Fri between 8am-5.30pm. Very limited evening and weekend. Flexible/Hybrid We are delighted to support this well-respected firm of Financial Planners who seek an employed Financial Adviser to join the team. Based in the Cotswold town of Cirencester with clients across across Gloucestershire and the Cotswolds. A truly independent practice who pride themselves being client-centric and offering high level of technical, tailored advice to individuals, and building long term relationships. Full client support admin provided, with some additional paraplanning support and assistance. Key Responsibilities Managing and servicing existing client bank Proactively identify and reach out to potential clients. Writing suitability reports on a variety of case types (some assistance and templates available) Strictly comply with the Compliance and Training and Competence Procedures of the firm Attain and sustain competent status Maintain performance standards in accordance with those outlined in the Key Performance Indicators. Experience A minimum of 2 years experience advising experience Demonstrated substantial experience providing financial advice and relevant KPIs. Strong understanding of financial products, regulations, and market dynamics. Proven ability to identify and engage with potential clients, coupled with a track record of gathering comprehensive client information and understanding their unique needs. The capability to explain complex information simply and clearly. The ability to establish strong relationships with clients. A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions. Strong attention to detail and accuracy in completing supporting documentation. Skills Detailed knowledge of FCA and the firm’s record keeping requirements. Strong attention to detail. Client focused with excellent time management and organisation skills. Ability to act professionally, with an enthusiastic and positive attitude. Show determination, the ability to self-motivate and influencing skills. Commercial awareness. Technological Proficiency Qualifications Level 4 Diploma in Financial Planning (Essential) Level 6 Diploma in Financial Planning (Desirable) Additional Information and Benefits 37.5 hours per week, with flexibility to suit between the hours of 8 and 5.30pm. 1-hour unpaid lunch, which can be reduced to 30 mins to allow an earlier finish 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when office is normally closed. Holiday bonuses apply after 2 years’ service (1 extra day for every year up to max of 4 days) Free onsite parking Study support - Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support) Inclusion into Company Pension scheme - 3% employer payment, contributory pension scheme after a 3-month period. Full training and support