Planner Work, Jobs in Ivybridge, Dev (with Salaries)

Financial Services Administrator (Experienced)
Sound Financial Management Ltd —Plymouth
- £27,000 - £35,000 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
12d
Planner
Glanville Environmental —Plymouth
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
- Referral programme
Quick apply
11d
Bid Co-ordinator
Stride Treglown —Plymouth
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Quick apply
Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- English
- Construction experience
- Communication skills
Residential Childcare Practitioner
Southwest Intervention Services —Plympton
- £29,276 - £31,772 a year
- Overtime
- Experience working with children
- In-person
- Store discount
- Health & wellbeing programme
Quick apply
Senior Town Planner
AECOM —Plymouth
- Full-time
- Hybrid work
- Writing skills
Material and Inventory Planner
Babcock International —Plymouth
- £28,300 - £35,400 a year
- Full-time
- Analysis skills
- Continuous improvement
- Organisational skills
- Annual leave
11d
Maintenance Technician (Fabric)
UPP Ltd —Plymouth
- £26,743 a year
- Full-time
- Communication skills
- Employee discount
- Life insurance
12d
Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
Planned Maintenance Technician
BD —Plymouth
- £25,000 - £38,125 a year
- Maintenance
- English
- In-person
- Free parking
- Annual leave
Children's Home Team Leader
Southwest Intervention Services —Plympton
- £31,002 - £33,789 a year
- Overtime
- Experience working with children
- In-person
- Training & development
- Store discount
- Paid training
Quick apply
Principal Town Planner (Policy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Business development
- Leadership
9d
Software Engineer
Oshen —Turnchapel
- £38,000 - £50,000 a year
- Full-time
- Master's degree
- In-person
- AI
Quick apply
Innovative Planning Manager (Data Centres/Buildings/High-tech/Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- Training & development
Financial Planner
TFA Trusted Financial Advice —Plympton
- £40,000 - £60,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Life insurance
- Sick pay
Quick apply
Principal Geochemist Consultant
AECOM —Plymouth
- Full-time
- Hybrid work
Sub-Agent
Kier Group —Plymouth
- Part-time
- Engineering
- Team management
- Mentoring
- Flexible schedule
13d
Senior Civil Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Business development
Value Stream Lead
Gooch & Housego Torquay —Torquay
- Full-time
- Continuous improvement
- Quality control
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Project Planner
TMS Ltd —Dawlish
- Hybrid work
- Civil engineering
- Microsoft Excel
- Engineering
Quick apply

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Financial Services Administrator (Experienced)

Sound Financial Management Ltd
Plymouth

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
12 days ago

Benefits

Cycle to work scheme
Company pension
Life insurance

Qualifications

Pension
Report writing
Meeting coordination
Report generation
Customer service
Stakeholder liaison
GCSE
Case record updates
Microsoft Office Suite
Analysis skills
Organisational skills
Computer skills
Financial services
Communication skills
Time management

Full job description

Overview
Established in 1997, we are one of the South West's leading firms of independent financial planners. We are excited to offer a fantastic opportunity for a highly organised, professional and experienced Financial Services Administrator to join our growing team. The successful candidate will be responsible for supporting the financial advisers and clients, managing a variety of administrative tasks related to the submission of new business, producing portfolio reports, liaising with both clients and providers, and managing ongoing new business cases while maintaining high standards of accuracy and efficiency.

You will play a crucial role in ensuring smooth operations and delivering exceptional service to clients while adhering to industry regulations and company standards. This position requires strong analytical skills and the ability to communicate effectively.

Key Responsibilities

New Business Submissions

Submit new business applications to various financial product providers, ensuring all required documentation is accurately completed and submitted within agreed timelines.
Ensure that all new business is compliant with regulatory requirements and firm procedures.
Monitor and track the progress of submitted business, following up with providers to ensure smooth and timely processing.

Portfolio Report Production

Generate and produce regular portfolio reports for clients
Maintain and update client portfolio details, ensuring all information is accurate and up to date.
Produce ad-hoc reports as required by advisers or clients

Client Liaison

Provide ongoing administrative support to clients by responding to queries, scheduling meetings, and updating them on the progress of their financial matters.
Proactively contact clients as necessary, for example, to provide policy updates or to gather required documentation.
Ensure clients receive excellent customer service, maintaining positive relationships, and acting as the main point of contact for any administrative questions or concerns.

Provider Liaison

Communicate effectively with financial product providers, ensuring accurate information is relayed and ensuring prompt resolution of any issues or discrepancies.
Maintain strong working relationships with providers to enhance service efficiency, and manage the resolution of any service issues that arise.
Handle tasks such as fund switches, policy amendments, and regular premium adjustments, coordinating with the relevant providers to ensure seamless client service.

Ongoing Case Management

Manage and track ongoing new business cases, ensuring that all paperwork and documentation is processed in a timely manner.
Keep detailed records of client interactions and case progress, ensuring all actions are documented in line with firm policy.
Support advisers in maintaining an organised and efficient workflow for their cases, and ensure that all tasks are completed promptly.

General Administrative Support

Manage diaries and schedule meetings for advisers, when requested, ensuring effective time management and smooth client interactions.
Maintain and update client files, ensuring compliance with GDPR and other regulatory standards.
Assist with general office administration, including answering phones and handling correspondence.

Essential Skills/Qualifications

Experience: Minimum of 2 years previous experience working within an independent financial adviser or wealth management firm.
Technical Knowledge: Familiarity with financial products (e.g., pensions, investments, life insurance, ISAs, etc.) and an understanding of the UK financial services regulatory environment
Organisational Skills: Excellent organisational and time-management skills, with the ability to manage multiple tasks and deadlines effectively.
Attention to Detail: Strong attention to detail, with the ability to accurately complete forms, reports, and other documentation.
Communication Skills: Outstanding verbal and written communication skills, with the ability to liaise effectively with clients, advisers, and providers.
Client Focused: A professional, customer-focused approach, with a commitment to delivering high standards of service to clients.
Technology Proficiency: Proficient in using office software (Word, Excel, Outlook)
Problem Solving: Ability to identify issues and resolve them in a timely and professional manner.
Confidentiality: A strong understanding of data protection and confidentiality requirements within the financial services industry.
Qualifications: A minimum of GCSEs C or above (or equivalent) in English and Mathematics is required.

Desired Skills / Qualifications

Technology - experience using Intelligent Office
Qualifications: Level 4 - Diploma in Financial Planning, or working towards

If you possess the required skills, and are eager to contribute to our team's success, we encourage you to apply for this exciting opportunity as a Financial Services Administrator.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as direct applications from the candidate.

Job Type: Full-time

Pay: £27,000.00-£35,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Life insurance

Education:

GCSE or equivalent (required)

Experience:

IFA/Wealth Management: 5 years (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

planner jobs in ivybridge, dev

Financial Services Administrator (Experienced)

Planner

Bid Co-ordinator

Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)

Residential Childcare Practitioner

Senior Town Planner

Material and Inventory Planner

Maintenance Technician (Fabric)

Financial Planning Associate - Plymouth

Planned Maintenance Technician

Children's Home Team Leader

Principal Town Planner (Policy)

Software Engineer

Innovative Planning Manager (Data Centres/Buildings/High-tech/Infrastructure) - UK (Hybrid)

Financial Planner

Principal Geochemist Consultant

Sub-Agent

Senior Civil Engineer

Value Stream Lead

Project Planner

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