We really have a unique and truly amazing career opportunity for the right person, something that doesn't come along too often.
Are you looking for a truly solid long-term professional career that will offer great opportunities for you?
Ever thought about the world of pensions and investments?
Do you live in or near Milton Keynes and are educated to at least A level standard with a proven passion for great customer services and what is going on in the world of economics?
Do you have great engaging people skills able to communicate to all in a professional manner?
Do you pride yourself on your personal presentation and ability to engage with people?
Well, what an exciting opportunity to join this award-winning Financial Advisory firm, accredited by the Financial Times, and one of Buckinghamshire's fastest growing Independent Financial Advisors!
Located in beautiful riverside offices, working with a dynamic, professional, and friendly team in a business with a definite professional career path!
If you are an exceptionally organised, logical and pragmatic individual with a proven track record of being able to multi-task, juggling work activities and deadlines simultaneously, have advanced Excel skills, can put presentations together and are a real completer finisher, and are looking for that solid career path in the financial advisory world, then this may well be the role for you.
Role: Financial Services Business Assistant Location: Milton Keynes, Bucks
Salary: Circa £24,000 - £28,000
Benefits:
Pension 28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure Parking Training in the financial services sector, a great career path for the future
Hours: Worked Monday to Friday 8.00am - 5.00pm (normally 4.00pm finish on a Friday)
Overview of The Financial Services Business Coordinator
Primarily, you will be involved in the administration support of overseeing new business cases, creating confidential files, helping with compilation of reports, fact finding, etc. supporting the financial advisors. You will be supporting with your great admin and customer care skills, to both existing and potential clients, performing all administrative activities required in progressing a case from start to finish, for example, ensuring the correct documentation is in place for reports to be written for a new client or one of the existing clients.
Much of the role would be helping to coordinate responses from the clients’ providers and keeping members of the Financial Services team updated as to where a case is at as well as providing feedback to the senior team of advisors.
The role involves monitoring the progress of cases in a timely manner, ensuring deadlines are achieved.
Personal Attributes / Skills required of the Financial Services Business Coordinator
This role is a pretty unique one and pivotal to the Financial Services team to ensure they provide the best financial advice on their clients' pensions and investments. To do this role you will need to have/be able to do the following: Provide accurate, detailed and complete information Be able to demonstrate confidentiality at all times. Possess clear, accurate and concise verbal and written communication with the confidence to deal with all levels Very high level of accuracy and attention to detail Ability to work on your own initiative Great planning and organisation skills Great time management skills working to and achieving essential deadlines A competent, efficient and problem-solving individual with proven examples in your working/educational career Willingness to learn and develop your skills in the Financial Services sector Highly analytical with great data presentation skills Great at managing things from start to finish and all the processes that go with it A supportive team player with exceptional customer care and admin support skills Calm and a great team player
Experience Required
You will ideally have worked as a business coordinator or similar type role, where you will have been exposed to using Excel, reporting and reviewing data, ensuring all relevant documentation is spot on, 100% accurate and compliant (1 yr or so).
You will have great customer skills, being able to liaise professionally and confidently.
Good IT, keyboard, and presentation writing skills.
Whilst experience/understanding of the financial services and investments sector would be great, it is not essential, as training will be given to the successful applicant. It really is about the right attitude and professional interaction skills more than anything.
This really is a rare career path opportunity to join such a prestigious and engaging, award-winning Financial Services company, so if you are looking to be part of the company and support to the team, then please send your CV to James Newbury Appointments for review. Please note, this is NOT an accounting role, it is about pensions and stock market investments.
If you do not hear back within 1 working week, we are sorry but on this occasion you have not been shortlisted, but thank you for applying.
Job Info
Job Title: Pensions Administrator Company: CV-Library Location: Milton Keynes, Buckinghamshire Posted: Closes: Jan 3rd 2025 Sector: Contract: Permanent Hours: Full Time Welcome to Fresh Jobs, the place to find the freshest job vacancies and career advice.
#J-18808-Ljbffr
Are you looking for a truly solid long-term professional career that will offer great opportunities for you?
Ever thought about the world of pensions and investments?
Do you live in or near Milton Keynes and are educated to at least A level standard with a proven passion for great customer services and what is going on in the world of economics?
Do you have great engaging people skills able to communicate to all in a professional manner?
Do you pride yourself on your personal presentation and ability to engage with people?
Well, what an exciting opportunity to join this award-winning Financial Advisory firm, accredited by the Financial Times, and one of Buckinghamshire's fastest growing Independent Financial Advisors!
Located in beautiful riverside offices, working with a dynamic, professional, and friendly team in a business with a definite professional career path!
If you are an exceptionally organised, logical and pragmatic individual with a proven track record of being able to multi-task, juggling work activities and deadlines simultaneously, have advanced Excel skills, can put presentations together and are a real completer finisher, and are looking for that solid career path in the financial advisory world, then this may well be the role for you.
Role: Financial Services Business Assistant Location: Milton Keynes, Bucks
Salary: Circa £24,000 - £28,000
Benefits:
Pension 28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure Parking Training in the financial services sector, a great career path for the future
Hours: Worked Monday to Friday 8.00am - 5.00pm (normally 4.00pm finish on a Friday)
Overview of The Financial Services Business Coordinator
Primarily, you will be involved in the administration support of overseeing new business cases, creating confidential files, helping with compilation of reports, fact finding, etc. supporting the financial advisors. You will be supporting with your great admin and customer care skills, to both existing and potential clients, performing all administrative activities required in progressing a case from start to finish, for example, ensuring the correct documentation is in place for reports to be written for a new client or one of the existing clients.
Much of the role would be helping to coordinate responses from the clients’ providers and keeping members of the Financial Services team updated as to where a case is at as well as providing feedback to the senior team of advisors.
The role involves monitoring the progress of cases in a timely manner, ensuring deadlines are achieved.
Personal Attributes / Skills required of the Financial Services Business Coordinator
This role is a pretty unique one and pivotal to the Financial Services team to ensure they provide the best financial advice on their clients' pensions and investments. To do this role you will need to have/be able to do the following: Provide accurate, detailed and complete information Be able to demonstrate confidentiality at all times. Possess clear, accurate and concise verbal and written communication with the confidence to deal with all levels Very high level of accuracy and attention to detail Ability to work on your own initiative Great planning and organisation skills Great time management skills working to and achieving essential deadlines A competent, efficient and problem-solving individual with proven examples in your working/educational career Willingness to learn and develop your skills in the Financial Services sector Highly analytical with great data presentation skills Great at managing things from start to finish and all the processes that go with it A supportive team player with exceptional customer care and admin support skills Calm and a great team player
Experience Required
You will ideally have worked as a business coordinator or similar type role, where you will have been exposed to using Excel, reporting and reviewing data, ensuring all relevant documentation is spot on, 100% accurate and compliant (1 yr or so).
You will have great customer skills, being able to liaise professionally and confidently.
Good IT, keyboard, and presentation writing skills.
Whilst experience/understanding of the financial services and investments sector would be great, it is not essential, as training will be given to the successful applicant. It really is about the right attitude and professional interaction skills more than anything.
This really is a rare career path opportunity to join such a prestigious and engaging, award-winning Financial Services company, so if you are looking to be part of the company and support to the team, then please send your CV to James Newbury Appointments for review. Please note, this is NOT an accounting role, it is about pensions and stock market investments.
If you do not hear back within 1 working week, we are sorry but on this occasion you have not been shortlisted, but thank you for applying.
Job Info
Job Title: Pensions Administrator Company: CV-Library Location: Milton Keynes, Buckinghamshire Posted: Closes: Jan 3rd 2025 Sector: Contract: Permanent Hours: Full Time Welcome to Fresh Jobs, the place to find the freshest job vacancies and career advice.
#J-18808-Ljbffr
