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.



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.

 

 



Investment Administrator, Bath

Investment Administrator, Bath

We are delighted to be supporting an award-winning Wealth Management firm with beautiful offices based in central Bath in their search for an organised and business focused Administrator.

You will be joining a progressive and forward-thinking organisation that will offer you training and career advancement in the financial services sector.

The focus of your role will be to support top tier financial advisors in their management of their clients with their administration, requests and queries. Working across various departments and in a team you will provide first class customer service both on the telephone and via email.

Key tasks include:

  • Ensuring all daily tasks are completed in line with regulations and procedures
  • Ensuring all principles are adhered to and raise any areas of concern with your line manager
  • Providing administrative support within the Investment Administration function
  • Managing all queries received via ‘phone, email or post
  • Working as part of a team to ensure the smooth running of the daily tasks in line with service level agreements

 Skills & Experience required:

  • Excellent interpersonal, organisational and communication skills
  • Ability to work well under pressure, prioritising workload accordingly
  • Good attention to detail
  • Proactive and driven
  • Ownership and accountability
  • Good data processing skills

Desirable skills to have:

  • Wrap platform knowledge and/or experience, although on-the-job training will be provided
  • Have experience working with Self Invested Personal Pensions (SIPPs)
  • Have a Financial Services qualification (E.g., IOC, CII or equivalent)
  • An interest in financial markets and investments
  • Account management experience

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 Exec – Financial Services, Bath

Do you want to join an award-winning financial technology company in an administrative and customer service capacity?

If so, we have 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:
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

This role would suit someone to graduate level with 6-12 months either in financial services or in a telephone customer service role. A background in professional services will place you at the front of the queue.

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.



***URGENT*** Administrator needed! Bath

*** FANTASTIC NEW ROLE JUST IN! *** – OFFICE ADMINISTRATOR

Do you want to work for one of Bath’s most prestigious and well known employers based in stunning offices? If so, then please read on.

Your role will be pivotal within this busy and personable team as you will be responsible for all administrative and customer focussed tasks for the the business.

Typical duties include:

  • Being the focal point for all incoming calls, taking accurate messages and checking company’s inbox
  • Processing applications and sending out agreements
  • Carrying out ID checks and ensuring signed terms are on file
  • Keeping all records up to date
  • General office administration as required
  • Any other ad hoc duties

Skills required:

  • Well presented, credible and professional at all times
  • Excellent organisational skills
  • Proficient in Excel, Word and Outlook
  • Ability to remain calm within a pressurised environment

Our client has a fantastic reputation in the Bath area and with high staff retention this is a rare opportunity which is not to be missed!

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 – Pensions, Bath

CLIENT SERVICES ADMINISTRATOR – URGENTLY SEEKING!

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

  • Annual discretionary bonus scheme
  • Flexible working requests considered
  • 25 days holiday
  • Supported professional development
  • Private medical scheme
  • Income protection scheme
  • Generous pension scheme
  • Interest free season ticket loan
  • Gym membership rates

This role is a core function within the Client Services Administration team based with emphasis on the provision of excellent customer service at all times. Your day will be varied and you will need the ability to work in a fast paced and deadline driven environment.

Your duties include but are not limited to…

  • Providing administration support to Financial Adviser businesses
  • Supporting the team with a variety of business-critical administrative task
  • Dealing with queries and requests from Financial Advisers, administrators, paraplanners and on occasion, their clients
  • Being responsible for the processing of applications
  • 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
  • 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.

 



Business Development Executive, Bath

*** FABULOUS NEW SALES OPPORTUNITY ***

We are seeking a bright, hardworking individual who has a keen interest in furthering their career in communication sales.

The role involves sourcing and securing new business for well-established and new channels, as well as developing and managing secured accounts.

The successful candidate will be target driven and able to work to tight deadlines. You must have excellent communication skills and be confident in communicating with clients on the phone.

Responsibilities include:

  • New business development
  • Sponsorship sales
  • Managing secured accounts to help them achieve their marketing goals
  • Using numerous contact methods to source client plans and to pitch company products which can assist in achieving those goals
  • Generate leads sourced through PR’s and search engines to find new business opportunities
  • Research the correct decision-making process within the company and develop these leads to become key spending clients
  • Maintain the company CRM database.

Skills & Experience: 

  • Able to create, build and maintain rapport with clients
  • Proactive reaching out at potential business
  • Effective communication and relationship with clients
  • Professional and calm demeanour
  • Good administrator with competent IT skills
  • Good understanding of social media as a marketing tool
  • Conscientious, loyal and hardworking

This role would suit someone with 6 month’s previous sales experience who is looking to progress their career in a fast developing and desirable industry.

Salary £19 – £20,000K + Uncapped Commission + 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.

 



Junior Sales Negotiator, Bath

NEW IN *** Junior Sales Negotiator ***

Do you have a genuine passion to work for one of Bath’s most prestigious property firms?

Do you have endless energy and are gifted with charisma?

We are delighted to support one of our clients in their search for a one-off individual who possesses natural sales ability and has a true desire to work within property.

Working in a small team and closely shadowing a highly successful negotiator your role will be instrumental in the sale of some of the most beautiful properties in the area.

Full training will be provided and a generous commission package is being offered.

If you are keen to learn more about this brand new role then please apply by sending us your cv.

*** GENEROUS COMMISSION PACKAGE IS 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.