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IFA Client Administrator at SW Group
Leeds, England, United Kingdom - Full Time
Skills Needed
Administrative Experience, Client Service, Processing New Business, Transfers, Preparing Meeting Packs, Communication Skills, Organizational Skills, Judgment, Reasoning, Problem Solving
Specialization
Candidates should have previous administrative experience in the wealth management or financial planning industry and a strong ethic of client service. Experience in processing new business and preparing meeting packs is essential, along with excellent communication and organizational skills.
Experience Required
Minimum 2 year(s)
Client Administrator - FTC 6 months at SW Group
Birmingham, England, United Kingdom - Full Time
Skills Needed
Client Service Ethic, Communication Skills, Organisational Skills, Judgement, Reasoning, Investment Management, Xplan, Financial Services, Pensions, Life Assurance
Specialization
Candidates should have proven experience in the financial services industry, ideally with investment management experience, and a strong client service ethic. Strong communication and organisational skills are essential, along with a willingness to learn and develop.
IFA Client Administrator at SW Group
Maidstone, England, United Kingdom - Full Time
Skills Needed
Client Service, Administration, Financial Planning, Communication, Organizational Skills, Relationship Building, Compliance, Documentation, Crm Systems, Financial Products, Onboarding, Meeting Coordination, Report Preparation, Withdrawal Processing, Drawdown Requests
Specialization
Candidates should have National 5 (N5) Grade C in Maths and English or equivalent, along with previous administrative experience supporting Financial Planners. Knowledge of financial products and strong communication skills are also required.
Data Engineer bij ABN AMRO Verzekeringen at NN Group
Zwolle, Overijssel, Netherlands - Full Time
Skills Needed
Data Engineering, Data Modeling, Sql, Python, Azure, Databricks, Denodo, Etl, Data Quality, Agile, Devsecops, Data Delivery, Team Collaboration, Problem Solving, Data Analysis, Communication
Specialization
You should have over 2 years of experience in data engineering and a relevant educational background in Computer Science or Data Science. Strong teamwork, problem-solving skills, and experience with SQL, Python, and data tools like Azure and Databricks are essential.
Experience Required
Minimum 2 year(s)
Nhân Viên Cầu Cân at TH Group
, Heilongjiang, China - Full Time
Skills Needed
Weighing Procedures, Data Reporting, Documentation, Equipment Maintenance, Microsoft Word, Microsoft Excel
Specialization
Candidates should preferably have an associate degree in accounting or a related field and be proficient in Microsoft Word and Excel. A minimum of two years of experience in a similar role is preferred.
Experience Required
Minimum 2 year(s)
Project Manager - Wexford at PM Group
Dublin, Leinster, Ireland - Full Time
Skills Needed
Project Management, Cost Control, Scheduling, Capital Projects, Stakeholder Communication, Quality Control, Engineering Standards, Project Execution Strategy, Fmcg
Specialization
Candidates must possess over 10 years of project experience supported by a 3rd level degree in a relevant engineering discipline, with specific experience in FMCG or similar projects being required. A thorough understanding of engineering principles, cost control, and scheduling is essential for success in this role.
Experience Required
Minimum 10 year(s)
CleanPro - Laundry Attendant at db Group
Lozorno, Region of Bratislava, Slovakia - Full Time
Skills Needed
Attention To Detail, Time Management, Laundry Equipment Operation, Stain Inspection, Fabric Handling, Health Guidelines Compliance, Inventory Management, Teamwork, Independence, Punctuality
Specialization
A high school diploma or equivalent is preferred, along with previous laundry or housekeeping experience. Candidates should have strong attention to detail, time-management skills, and the ability to operate laundry equipment safely.
Client Administrator at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Support, Communication Skills, Organizational Skills, Client Service, Financial Products Knowledge, Ambition, Team Collaboration
Specialization
Candidates should have proven experience in Financial Planning or Wealth Management and a strong knowledge of financial products. A willingness to learn and develop within the financial services sector is essential.
Experience Required
Minimum 2 year(s)
Electrical Engineer (medior level) at PM Group
Brussels, Brussels-Capital, Belgium - Full Time
Skills Needed
Electrical Engineering, Construction Supervision, Low Voltage Systems, Medium Voltage Systems, Technical Expertise, Communication Skills, Quality Assurance, Documentation Management, Gmp, Ehs, Safety Standards, Commissioning, Project Management, Stakeholder Interaction, Autonomous Operation, Hands On Experience
Specialization
Candidates must have at least 5 years of experience in the relevant field, with strong construction supervision skills and knowledge of low and medium voltage systems. Fluency in French and the ability to operate autonomously are also required.
Experience Required
Minimum 5 year(s)
IFA Client Administrator at SW Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Client Service, Communication Skills, Organizational Skills, Judgment, Reasoning, Financial Products Knowledge, Relationship Building, Administrative Support
Specialization
The ideal candidate should have proven experience in the financial services industry and a strong ethic of client service. Strong communication skills and the ability to organize workload effectively are essential.
Client Administrator at SW Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Client Service, Communication Skills, Organizational Skills, Judgment, Reasoning, Investments Knowledge, Pensions Knowledge, Life Assurance Knowledge
Specialization
Candidates should ideally have experience in the financial services industry and a strong ethic of client service. A willingness to learn and develop, along with strong communication and organizational skills, is essential.
Associate Financial Planner at SW Group
Newcastle upon Tyne, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Technical Research, Client Relationships, Suitability Reports, Attention To Detail, Communication Skills, Collaboration Skills, Cashflow Modelling
Specialization
Candidates should hold a Level 4 Diploma in Financial Planning and have strong technical knowledge of financial planning processes. Excellent attention to detail, communication skills, and the ability to manage multiple priorities are essential.
IFA Client Administrator at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Support, Communication Skills, Organizational Skills, Financial Products Knowledge, Client Relationship Building, Team Collaboration, Administrative Support, Attention To Detail
Specialization
Candidates should have proven experience in Financial Planning or Wealth Management and a strong knowledge of financial products. An ambition to build a career in financial services and strong client service ethics are also essential.
Associate Director (VAT) at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Vat Advisory, Client Management, Business Development, Project Management, Staff Management, Technical Knowledge, Compliance, Advisory Services, Stakeholder Engagement, Training, Networking, Case Law, Legislation, Tax Policies, Hmrc Guidance, Ai Skills
Specialization
Candidates should have significant VAT experience in a professional services setting and demonstrate the ability to manage complex client work. They should also possess business development skills and experience dealing with senior stakeholders.
Experience Required
Minimum 5 year(s)
Client Administrator at SW Group
Maidstone, England, United Kingdom - Full Time
Skills Needed
Client Service Administration, Scheduling, Documentation, Crm Management, Client Queries, Report Preparation, Compliance, Organizational Skills, Communication Skills, Relationship Building, Financial Products Knowledge, Onboarding Clients, Meeting Packs Preparation, Withdrawal Processing, Drawdown Requests Processing
Specialization
Candidates should have National 5 (N5) Grade C in Maths and English or equivalent, along with previous administrative experience supporting Financial Planners. Knowledge of financial products and strong client service ethics are also required.
Proposition Delivery Manager at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Dispute Resolution, Stakeholder Management, Numeracy Skills, Microsoft Office, Visio, Sharepoint, Project Software, Written Communication, Project Management, Financial Services Knowledge, Operational Experience, Analytical Skills, Training, Compliance Awareness
Specialization
Candidates should possess strong interpersonal and communication skills, along with experience in a project environment and knowledge of regulated industries. A background in financial services and relevant qualifications are desired.
Experience Required
Minimum 2 year(s)
Portfolio Implementation Analyst at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Investment Operations, Financial Services, Client Service, Excel, Tax Awareness, Portfolio Management, Risk Compliance, Analytical Skills, Attention To Detail, Communication Skills, Collaboration Skills, Trading Data, Cgt Management, Isa Subscription, Portfolio Construction, Model Implementation
Specialization
Candidates should have experience in investment or portfolio operations and an understanding of the financial services industry. Strong communication skills and attention to detail are essential, along with a basic understanding of investment products.
Experience Required
Minimum 2 year(s)
Chef/Chef de Partie wanted for beautiful gourmet hotel! (Fine dining, Falst at AV Group
Gmunden, Upper Austria, Austria - Full Time
Skills Needed
Meal Preparation, Menu Planning, Team Collaboration, Quality Maintenance, Hygiene Standards, English Proficiency, Culinary Skills
Specialization
Candidates should be reliable, professional, and a team player with a good command of English. Previous experience in various culinary roles is advantageous.
Chef de Partie/Sous Chef für charmantes 4*S-Wellnessresort gesucht! (m/w/d) at AV Group
Saalbach, Salzburg, Austria - Full Time
Skills Needed
Team Player, Reliability, Professionalism, German Language Skills, Culinary Skills, Menu Planning, Hygiene Standards, Collaboration
Specialization
Candidates should be reliable, professional, and a true team player. Good German language skills are required, and prior experience in various kitchen roles is advantageous.
Chef de Rang/Kellner mit Inkasso für modernes Wellnesshotel gesucht! (m/w/d at AV Group
Alpbach, Tyrol, Austria - Full Time
Skills Needed
Customer Service, Teamwork, Communication, German Language Skills, Hygiene Standards, Quality Control, Coordination, Guest Relations
Specialization
Candidates should be reliable, professional, and team-oriented, with good German language skills; additional languages are a plus. Previous experience in similar roles is advantageous.
IFA Client Administrator at SW Group
Leeds, England, United Kingdom -
Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Administrative Experience, Client Service, Processing New Business, Transfers, Preparing Meeting Packs, Communication Skills, Organizational Skills, Judgment, Reasoning, Problem Solving

Industry

Financial Services

Description
Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. Job Description What will you be doing? We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. It would be advantageous to have some exposure to Personal Injury/Court of Protection client work, as this will be your primary specialism, (so an interest in the field is a must!). Additionally, a good knowledge of trusts would also be an advantage. You will need to have supported a Financial Planner before and processing new business is an essential part of the role. Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days in office and 2 days working from home. As Client Administrator, your responsibilities will include among others:- To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with the company policies. Request policy information from third party policy providers if applicable. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable. Preparation of meeting packs and valuations (as required) Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required. Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls. To encourage client, use of portal and other digital tools, provide guidance where required. To collaborate and share best practices with colleagues. Qualifications Skills & Experience:- To be successful in this role, you should Have previous Administrative experience working in wealth management/ financial planning industry A strong ethic of client service Experience of processing new business, transfers, preparing meeting packs Ability to work under pressure and to prioritise work. Excellent communication skills both written and verbal, influencing and organisational skills. Ability to use judgement and reasoning to propose solutions to problems. Professional Qualifications and Education - desired Excellent standard of education. Interested in further development through additional qualifications. Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. Office Location: Leeds : Leeds (Wellington Place)
Responsibilities
As a Client Administrator, you will provide full administrative support to Financial Planners and ensure client satisfaction through direct contact with clients and operational colleagues. You will also maintain back-office systems and client records, process new business, and manage client relationships.
IFA Client Administrator at SW Group
Leeds, England, United Kingdom - Full Time
Skills Needed
Administrative Experience, Client Service, Processing New Business, Transfers, Preparing Meeting Packs, Communication Skills, Organizational Skills, Judgment, Reasoning, Problem Solving
Specialization
Candidates should have previous administrative experience in the wealth management or financial planning industry and a strong ethic of client service. Experience in processing new business and preparing meeting packs is essential, along with excellent communication and organizational skills.
Experience Required
Minimum 2 year(s)
Client Administrator - FTC 6 months at SW Group
Birmingham, England, United Kingdom - Full Time
Skills Needed
Client Service Ethic, Communication Skills, Organisational Skills, Judgement, Reasoning, Investment Management, Xplan, Financial Services, Pensions, Life Assurance
Specialization
Candidates should have proven experience in the financial services industry, ideally with investment management experience, and a strong client service ethic. Strong communication and organisational skills are essential, along with a willingness to learn and develop.
IFA Client Administrator at SW Group
Maidstone, England, United Kingdom - Full Time
Skills Needed
Client Service, Administration, Financial Planning, Communication, Organizational Skills, Relationship Building, Compliance, Documentation, Crm Systems, Financial Products, Onboarding, Meeting Coordination, Report Preparation, Withdrawal Processing, Drawdown Requests
Specialization
Candidates should have National 5 (N5) Grade C in Maths and English or equivalent, along with previous administrative experience supporting Financial Planners. Knowledge of financial products and strong communication skills are also required.
Data Engineer bij ABN AMRO Verzekeringen at NN Group
Zwolle, Overijssel, Netherlands - Full Time
Skills Needed
Data Engineering, Data Modeling, Sql, Python, Azure, Databricks, Denodo, Etl, Data Quality, Agile, Devsecops, Data Delivery, Team Collaboration, Problem Solving, Data Analysis, Communication
Specialization
You should have over 2 years of experience in data engineering and a relevant educational background in Computer Science or Data Science. Strong teamwork, problem-solving skills, and experience with SQL, Python, and data tools like Azure and Databricks are essential.
Experience Required
Minimum 2 year(s)
Nhân Viên Cầu Cân at TH Group
, Heilongjiang, China - Full Time
Skills Needed
Weighing Procedures, Data Reporting, Documentation, Equipment Maintenance, Microsoft Word, Microsoft Excel
Specialization
Candidates should preferably have an associate degree in accounting or a related field and be proficient in Microsoft Word and Excel. A minimum of two years of experience in a similar role is preferred.
Experience Required
Minimum 2 year(s)
Project Manager - Wexford at PM Group
Dublin, Leinster, Ireland - Full Time
Skills Needed
Project Management, Cost Control, Scheduling, Capital Projects, Stakeholder Communication, Quality Control, Engineering Standards, Project Execution Strategy, Fmcg
Specialization
Candidates must possess over 10 years of project experience supported by a 3rd level degree in a relevant engineering discipline, with specific experience in FMCG or similar projects being required. A thorough understanding of engineering principles, cost control, and scheduling is essential for success in this role.
Experience Required
Minimum 10 year(s)
CleanPro - Laundry Attendant at db Group
Lozorno, Region of Bratislava, Slovakia - Full Time
Skills Needed
Attention To Detail, Time Management, Laundry Equipment Operation, Stain Inspection, Fabric Handling, Health Guidelines Compliance, Inventory Management, Teamwork, Independence, Punctuality
Specialization
A high school diploma or equivalent is preferred, along with previous laundry or housekeeping experience. Candidates should have strong attention to detail, time-management skills, and the ability to operate laundry equipment safely.
Client Administrator at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Support, Communication Skills, Organizational Skills, Client Service, Financial Products Knowledge, Ambition, Team Collaboration
Specialization
Candidates should have proven experience in Financial Planning or Wealth Management and a strong knowledge of financial products. A willingness to learn and develop within the financial services sector is essential.
Experience Required
Minimum 2 year(s)
Electrical Engineer (medior level) at PM Group
Brussels, Brussels-Capital, Belgium - Full Time
Skills Needed
Electrical Engineering, Construction Supervision, Low Voltage Systems, Medium Voltage Systems, Technical Expertise, Communication Skills, Quality Assurance, Documentation Management, Gmp, Ehs, Safety Standards, Commissioning, Project Management, Stakeholder Interaction, Autonomous Operation, Hands On Experience
Specialization
Candidates must have at least 5 years of experience in the relevant field, with strong construction supervision skills and knowledge of low and medium voltage systems. Fluency in French and the ability to operate autonomously are also required.
Experience Required
Minimum 5 year(s)
IFA Client Administrator at SW Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Client Service, Communication Skills, Organizational Skills, Judgment, Reasoning, Financial Products Knowledge, Relationship Building, Administrative Support
Specialization
The ideal candidate should have proven experience in the financial services industry and a strong ethic of client service. Strong communication skills and the ability to organize workload effectively are essential.
Client Administrator at SW Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Client Service, Communication Skills, Organizational Skills, Judgment, Reasoning, Investments Knowledge, Pensions Knowledge, Life Assurance Knowledge
Specialization
Candidates should ideally have experience in the financial services industry and a strong ethic of client service. A willingness to learn and develop, along with strong communication and organizational skills, is essential.
Associate Financial Planner at SW Group
Newcastle upon Tyne, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Technical Research, Client Relationships, Suitability Reports, Attention To Detail, Communication Skills, Collaboration Skills, Cashflow Modelling
Specialization
Candidates should hold a Level 4 Diploma in Financial Planning and have strong technical knowledge of financial planning processes. Excellent attention to detail, communication skills, and the ability to manage multiple priorities are essential.
IFA Client Administrator at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Support, Communication Skills, Organizational Skills, Financial Products Knowledge, Client Relationship Building, Team Collaboration, Administrative Support, Attention To Detail
Specialization
Candidates should have proven experience in Financial Planning or Wealth Management and a strong knowledge of financial products. An ambition to build a career in financial services and strong client service ethics are also essential.
Associate Director (VAT) at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Vat Advisory, Client Management, Business Development, Project Management, Staff Management, Technical Knowledge, Compliance, Advisory Services, Stakeholder Engagement, Training, Networking, Case Law, Legislation, Tax Policies, Hmrc Guidance, Ai Skills
Specialization
Candidates should have significant VAT experience in a professional services setting and demonstrate the ability to manage complex client work. They should also possess business development skills and experience dealing with senior stakeholders.
Experience Required
Minimum 5 year(s)
Client Administrator at SW Group
Maidstone, England, United Kingdom - Full Time
Skills Needed
Client Service Administration, Scheduling, Documentation, Crm Management, Client Queries, Report Preparation, Compliance, Organizational Skills, Communication Skills, Relationship Building, Financial Products Knowledge, Onboarding Clients, Meeting Packs Preparation, Withdrawal Processing, Drawdown Requests Processing
Specialization
Candidates should have National 5 (N5) Grade C in Maths and English or equivalent, along with previous administrative experience supporting Financial Planners. Knowledge of financial products and strong client service ethics are also required.
Proposition Delivery Manager at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Interpersonal Skills, Communication Skills, Dispute Resolution, Stakeholder Management, Numeracy Skills, Microsoft Office, Visio, Sharepoint, Project Software, Written Communication, Project Management, Financial Services Knowledge, Operational Experience, Analytical Skills, Training, Compliance Awareness
Specialization
Candidates should possess strong interpersonal and communication skills, along with experience in a project environment and knowledge of regulated industries. A background in financial services and relevant qualifications are desired.
Experience Required
Minimum 2 year(s)
Portfolio Implementation Analyst at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Investment Operations, Financial Services, Client Service, Excel, Tax Awareness, Portfolio Management, Risk Compliance, Analytical Skills, Attention To Detail, Communication Skills, Collaboration Skills, Trading Data, Cgt Management, Isa Subscription, Portfolio Construction, Model Implementation
Specialization
Candidates should have experience in investment or portfolio operations and an understanding of the financial services industry. Strong communication skills and attention to detail are essential, along with a basic understanding of investment products.
Experience Required
Minimum 2 year(s)
Chef/Chef de Partie wanted for beautiful gourmet hotel! (Fine dining, Falst at AV Group
Gmunden, Upper Austria, Austria - Full Time
Skills Needed
Meal Preparation, Menu Planning, Team Collaboration, Quality Maintenance, Hygiene Standards, English Proficiency, Culinary Skills
Specialization
Candidates should be reliable, professional, and a team player with a good command of English. Previous experience in various culinary roles is advantageous.
Chef de Partie/Sous Chef für charmantes 4*S-Wellnessresort gesucht! (m/w/d) at AV Group
Saalbach, Salzburg, Austria - Full Time
Skills Needed
Team Player, Reliability, Professionalism, German Language Skills, Culinary Skills, Menu Planning, Hygiene Standards, Collaboration
Specialization
Candidates should be reliable, professional, and a true team player. Good German language skills are required, and prior experience in various kitchen roles is advantageous.
Chef de Rang/Kellner mit Inkasso für modernes Wellnesshotel gesucht! (m/w/d at AV Group
Alpbach, Tyrol, Austria - Full Time
Skills Needed
Customer Service, Teamwork, Communication, German Language Skills, Hygiene Standards, Quality Control, Coordination, Guest Relations
Specialization
Candidates should be reliable, professional, and team-oriented, with good German language skills; additional languages are a plus. Previous experience in similar roles is advantageous.