Reconciliations & Banking Administrator, Bath

Appoint is delighted to be working with one of Bath’s award-winning financial technology businesses to help them recruit a first-class individual, to graduate calibre, with exceptional administrative and customer service skills. This role has come about due to continued expansion of the company.

This business invests heavily in its staff and rewards you for your hard work with an outstanding benefits package.

Typical duties include:

  • Supporting the Company’s on-going CASS adherence
  • Daily internal and external client money reconciliations
  • Daily internal stock reconciliations
  • Reconciliation investigation
  • Regulatory returns
  • Liaison with third parties such as fund managers and banks
  • Adherence to regulatory guidelines
  • Nominee and investment manager payment processing
  • Cheque processing and banking
  • Ensure trust letters and associated signatory lists are accurate and up to date
  • Compile monthly Client Money and Asset Return (CMAR)
  • Weekly review of CASS Resolution Pack (CASS RP)
  • Achieve departmental service level agreements (SLAs) and key performance indicators (KPIs)
  • Any other ad hoc duties as required by the line manager

Skills required for this role:

  • Financial services experience
  • Understanding of investments and investment products
  • CASS knowledge, in particular CASS 6 and CASS 7 regulations
  • Reconciliations background
  • Working knowledge of Excel
  • Excellent attention to detail
  • Team player
  • Educated to degree or similar level

To learn more about this role please apply by sending us your cv.

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.



Administrator – Financial Services, Bath

Administrator – Financial Services 

Appoint is delighted to be working with one of Bath’s award-winning financial technology businesses to help them recruit a first-class individual, to graduate calibre, with exceptional administrative and customer service skills. This role has come about due to continued expansion of the company.

This business invests heavily in its staff and rewards you for your hard work with an outstanding benefits package.

This fantastic opening encompasses a balanced variety of Administration, Compliance and Customer Support duties including but not limited to…

  • Supporting the team with a variety of business-critical administrative task.
  • Identifying and solving issues according to policies, procedures and checklists.
  • Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email.
  • Constant focus on providing 1stclass customer service to ensure that the business is highly valued by its clients.
  • Actioning items efficiently in line the service level agreements (SLA’s)
  • Daily banking of cheques and collating client payments direct into bank account.
  • Problem solving and sourcing materials to provide appropriate information as requested.
  • Developing new processes and challenging existing ones, to maximise efficiency and accuracy.
  • Taking incoming requests from the team and external clients to support with queries.
  • Contacting relevant parties to obtain information via telephone, email or letter.
  • Assisting with submissions ensuring the information is accurate and complete.
  • Managing the data cleansing of systems to ensure information is accurate and compliant.
  • Daily management of cash process, collating client payments.
  • Any other ad hoc duties as required by the management

Skills required:

  • Highly desirable – graduates in Economics, Business and Finance
  • Strong academic background
  • IT literacy
  • Desirable – Previous experience within administration and/or customer service
  • Team player with a ‘can do’ attitude

If you would like to hear more about this company, its excellent reputation and what it can offer you then please apply now by sending us your cv.

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.

 

 



Implementation Executive

A great opportunity to join this highly successful and expanding financial services organisation in Bath.

As part of the implementation team, you will play an active role in supporting and training new clients in the use of their bespoke financial platform.  Training is predominantly carried out over the phone but may also include face-face.

In addition to training, team members also act as a technical referral for Client Services to assist with more technical / complex queries as well as overseeing migrations.

This a key role which will involve working closely alongside the operational and sales teams within the organisation.

Responsibilities include:

  • Supporting and training advisers and their support staff on the use of the financial platform, utilising the defined implementation process.
  • Ascertaining initial training requirements for the client and following these through before handing-over to the client service executive team for continued day to day management.
  • Providing on-going support for the adviser firm during early stages of use.
  • Building and maintaining strong client relationships and promoting a “can-do” attitude
  • Providing on-going training requirement analysis with existing clients and providing “refresher” training or training in new system developments
  • Investigating and solving complex queries and issues within service standards
  • Playing an active role in projects such as migrations and key client cases
  • Assisting in internal training activities

Skills, Qualifications and Experience:

  • Experience in training, relationship or client services role
  • Excellent communication skills, both verbally and written
  • Strong attention to detail
  • An awareness of the financial services market
  • Excellent communication skills both verbally/written
  • Advance knowledge of MS Office including Word, Excel and PowerPoint.
  • Industry specific qualifications: CF1, FA2, IOC or similar is desirable

This organisation are committed to offering competitive salaries and career progression

Salary: £25,000 – £30,000 + benefits including pension, PHI, Life Assurance & PMI

 

Please note that we are only able to contact applicants that we view as suitable for the vacancy based relevant experience and skills. If you do not hear from us within 5 working days from your registration, please accept our apologies but we are unable to help you on this occasion.

 



NEW IN! ***Outbound Callers needed!***

NEW IN – Outbound Callers needed!

Do you have a passion for talking to people on the phone? do you love providing first class customer service? do you want to work in a fun and lively team?

If so, then please read on …

Due to an expansion of their team our client is looking for bright and full of initiative individuals to work within a sales/business development environment. They offer stunning offices and free parking. A flexi approach with remote and office working offered.

Your day will consist of calling clients and appointment making for the sales reps as well as conducting lead generation and event booking.

Ideally you will have a proven track record in selling products but the most important quality is to be a 1st class communicator with an articulate and confident manner.

These roles will either be offered on a temporary or permanent basis depending on the candidate and to suit your situation.

It is our policy as a matter of courtesy to respond to all applications within three working days. However, because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.

 



Pensions Administrator

Fantastic opportunity for an experienced pensions administrator to join this award-winning financial technology company in the centre of Bath.

As part of the client services administration team, you will be integral in the provision of excellent customer service to pension clients across the full lifecycle.  This is a dynamic and fast-paced role involving end-to-end pension administration as well as the opportunity to take on ad-hoc project work.

The successful candidate will have the opportunity to broaden their knowledge, gain additional training and progress their career.

The role is varied; tasks will vary from transfer in requests, to reporting to HMRC and death claims.

Responsibilities include:

  • Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email.
  • Interpreting instructions and issues arising, and implementing actions according to administrative policies, procedures and checklists.
  • Ensuring all items received by the team are processed within the relevant Service Level Agreements (SLA).
  • Providing information as requested to deliver an effective service to customers.
  • Daily banking of cheques and collating client payments directly into bank account.
  • Generation of documentation and letters.
  • Responsibility for developing new processes and challenging existing ones to maximise efficiency and accuracy.
  • Meeting all Financial Conduct Authority (FCA) regulations.
  • Ad-hoc project work.

Skills & Experience:

Essential:

  • Experience and knowledge of pensions administration
  • Demonstrating a good academic record.
  • IT literate, specifically Excel, Word and Outlook.
  • Strong attention to detail.
  • Excellent interpersonal and communication skills.
  • Ability to work well individually and as part of a team.
  • Ability to work well under pressure, and to tight deadlines.

It would be desirable if you have any of the following:

  • Knowledge and experience of wrap platforms
  • Experience of administering defined pensions benefits.
  • Experience of administering pension income drawdown.
  • Experience of using Origo Options system.
  • Experience of Real Time Information (RTI) reporting to HMRC.
  • Financial services qualification

 

Salary £22 – £25K + Excellent benefits package

 

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.



Client Services Executive

This is a fantastic opportunity to join a progressive and forward thinking organisation that will offer you training and career advancement.

The role involves being the initial point of client contact and the face of the company.

You will own the relationship with the company’s clients who are Financial Advisors and their support staff as well as Sales Team members.

You will require excellent relationship management and influencing skills, as well as being able to demonstrate market leading customer service skills.

Responsibilities:

  • Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients
  • Manage high volumes of calls from Financial Advisors, Clients, Sales Team and Third Party Service Providers
  • Own and manage relationships with Financial Advisors and clients
  • Ensure technical referrals are dealt with in line with service standards and regulations
  • Investigate and resolve complex queries/issues within service standards ensuring ownership through to completion
  • Assist with issues on any potential cases by obtaining outstanding information
  • Provide support and training to the team
  • Opportunities may arise to get involved in technical projects related to area
  • Complete all tasks in line with service standards, procedures and compliance guidelines
  • Meet all Financial Conduct Authority regulations
  • Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards
  • Ensure that the Treating Customers Fairly principles are adhered to, supporting Customer Service improvement initiatives, raising any areas for concern with either line manager or compliance

Skills & Experience:

  • Client Services experience
  • Experience in financial services a distinct advantage
  • Previous telephony experience
  • PC Literate, in particular MS Office Products
  • Good academic record Good attention to detail
  • Excellent interpersonal and communication skills
  • Ability to work well individually and as part of a team
  • Ability to work well under pressure, and to tight deadlines
  • Proactivity and confidence
  • Organisational skills
  • Investment Operations Certificate (IOC) or equivalent industry recognised qualification would be an advantage

£20 – £25,000 + Excellent Benefits

 

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.

 



Client Services Administrator – Financial Services

Are you a graduate in business or finance (or similar) seeking long term career development?

This is a fantastic opportunity to join a progressive and forward-thinking organisation that will offer you training and career advancement.

As a Client Services Administrator, you will be responsible for providing administrative support to Adviser businesses and networks and dealing with any queries and requests from Financial Advisers, Administrators or Para-planners.

The role is varied and requires accuracy and attention to detail across the various administrative duties you perform.  It also requires you to be client focussed and proactive in providing an outstanding and value-added service.

Initially this role would be working from home due to current Covid restrictions with a view to becoming office based in the future.

Responsibilities include:

  • Delivering excellent customer service thus ensuring that the organisation is highly valued by their clients
  • Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email
  • Ensuring accuracy and completeness of business processing and other administrative tasks
  • Interpreting instructions and issues arising, and then implementing actions according to administrative policies, procedures and checklists
  • Ensuring all items received by the team are processed within the relevant Service Level Agreements
  • Providing information as requested to provide an effective service to customers
  • Performing Data cleansing of systems and client databases when required
  • Generating documentation and letters, including scanning
  • Responsible for developing new processes and challenging existing ones, to maximise efficiency and accuracy
  • Recognising the importance of team working to maximise team, department and company results

Skills Required:

  • Strong communication skills
  • IT literate including Outlook, Word and Excel
  • Good attention to detail
  • Ability to work well individually or as part of a team
  • Ability to work under pressure and to tight deadlines
  • Ideally previously worked in an administration role
  • Any financial services knowledge would be advantageous, for example Wrap platform knowledge or pensions

Salary: £19,000 – £23,000 + Excellent Benefits package

 

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.

 



Customer Service/Co-Ordinator, outskirts of Bath

Customer Service/Co-Ordinator

Come and join our highly successful and rapidly expanding client in their search for a first class customer service individual. This role is based on the outskirts of Bath with beautiful views and free parking. It is being offered as part working from home and part office based.

The aim of the role is to act as first point of contact to their customers, liaise with team members, identify and resolve issues and ensure the smooth running of the business.

Typical duties include:

  • Responding to queries, managing inventories and stock supplies
  • Diary management
  • Managing the refunds process, incoming emails and queries
  • Managing all printed material across all sites
  • Keeping the refunds sheet up to date, liaising with accounts and the customer service team
  • Working with the MD and other managers
  • Covering ‘phones during peak periods
  • Producing a monthly rota for the staff, submitting to payroll
  • Attending meetings with other team members to share good practice
  • Undertaking any other ad hoc duties as required by the management

Skills required:

  • Experience in keeping all office systems up to date
  • Excellent organisation and time management skills
  • Ability to carry out administrative tasks with a high level of accuracy
  • First class communication skills
  • Strong knowledge of MS Office (Word, Excel, Outlook, d’bases)
  • Proven track record in customer service

Please apply immediately by sending us your cv.

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future

 



Corporate Finance Accountant

A fantastic opportunity within a growing organisation focussed on healthcare.

They are seeking a qualified accountant to assist the CFO in delivering the corporate finance and governance functions for fundraising, mergers & acquisitions for the group.

This is a pivotal role and includes supporting the Company Secretary in the day-to-day strategy.

Responsibilities include:

  • Produce analysis and reports on key success measures; including financial planning in relation to pricing, industry trends, and potential growth in relation to competitors, mergers and acquisitions and other corporate finance projects.
  • Create financial analysis for external interested parties and collating information for Due diligence requirements
  • Create written and numerical documentation to support the production of a prospectus for fundraising, proposals for potential M&A opportunities and other corporate purposes.
  • Produce documentation, briefing materials and presentations on a range of critical business issues to support the decision-making for the CFO and other senior executives for the Board and other senior managers including on potential acquisitions and mergers.
  • Assist and support senior management in the implementation and embedding of allocated special projects against success measures.

Assist the Corporate Secretary with all company secretarial duties including:

  • board, committee meetings and general meetings
  • updates to the Articles of Association
  • maintain company records and statutory
  • maintain records held at Companies House, FCA, BC and the stock exchange
  • Insurance management
  • review and feedback on group contracts
  • act as the group Data Officer and manage Data Protection Compliance
  • monitor and analyse shareholder and options to identify shareholder profiles

Skills & Experience:

  • Qualified /Finalist accountant
  • Company Secretary / Business law experience or related knowledge
  • Experience of successfully managing projects and/or teams to achieve agreed priorities
  • Excellent communication skills written and verbal
  • Excellent IT skills including Microsoft applications of Excel, Outlook, Databases and Word
  • Ability to deliver complex ideas and arguments in a variety of ways to diverse audiences (through effective presentation skills and meetings)
  • Able to quickly analyse information including financial information and evaluate the implications

£competitive

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future



NEW IN!! ***Customer Care/Co-ordinator, outskirts of Bath***

We have just taken on a new role with one of our long standing and loyal clients for  someone with exceptional customer service and administration skills.

This role has come about due to a massive influx of calls to the business.

The aim of the post is to manage all incoming ‘phone calls and emails and provide customer and administrative support at a high level.

Typical daily duties include:

  • Being the first port of call for all incoming calls
  • managing customer emails in a timely fashion
  • Communicating with different departments to resolve customer queries and issues
  • Managing refunds
  • Participating in covering out of hours for emergency queries
  • Attending meetings with other team members to share good practice
  • Ensuring H&S, Equal Op’s and Quality are all compliant with policies
  • Minuting of meetings and circulation to the team
  • Sharing responsibility for reception duties, general office tidiness and kitchen areas
  • Undertaking any other duties as required by the managers

Skills required for this post:

  • Experience in keeping office systems up to date including data entry using online forms
  • Good organisational and time management skills
  • Ability to carry out detailed administrative tasks with a high level of accuracy in a busy environment
  • First class communication skills including verbal and written
  • Sound knowledge of MS Office (Word, Excel, Outlook and D’bases)
  • Mail merge experience

For more information about this brand new role please apply by sending us your cv.

Beautiful offices in a stunning location. Also, free parking offered!

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.