217 Aon jobs in the United Kingdom

Reports to: Funding Services Manager 

Location: Horsham 

Summary of Position 

The Funding Services Executive is a key role responsible for the administration of all aspects of lease agreements and other internal products within Managed Print Services and IT Solutions, following the deal process through from proposal to pay-out.  

The role requires exceptional attention to detail with a pro-active, problem-solving attitude with good communication skills to maintain effective working relationships with all internal and external stakeholders. There is a particular focus on providing daily support to internal Account Managers. 

Outcomes 

- Adherence to service and SLA standards & agreements. 

- Provide insight and opinion to aid the departmental decision-making process. 

- Demonstrate a commitment to personal development. 

Attitude  

- Adhere to the company's core values. 

- Work effectively in a team environment, actively contributing to business discussions. 

- Understand the company procedures and their impact on all areas of the business. 

- High attention to detail and organisational skills. 

- A pro-active, positive and accountable attitude. 

- Strong communication skills to engage with key stakeholders. 

Responsibilities 

- Process all requests from Account Managers. 

- Carry out full audit of lease and other deal documentation and follow internal processes through to deal completion. 

- Maintain and reconcile Finance House prepay systems, settlements and commissions. 

- Resolve pay-out and new deal queries with a commercial mind-set, actively pursuing outstanding deals. 

- Understand Finance House audit guidelines. 

- Conduct assessments of the financial credibility of customers to enable informed credit clearance and investigation of any credit rejections from the Finance House. 

- Liaising with the Finance House Account Managers on a regular basis. 

- Regularly review existing processes to ensure they are still relevant and risk is mitigated.  

- Willingness to train new staff and Finance Houses in each procedure. 

Skills Requirements 

- Ability to establish strong interpersonal relationships with Key Stakeholders. 

- Excellent prioritisation and organisational skills, with the ability to handle multiple workloads while maintaining attention to detail. 

- Numerate and comfortable with complex calculations. 

- Understanding of IT systems and the use of new tools and programmes. 

- Be able to work independently and take initiative whilst being energetic and self-motivated. 

- Respond positively and proactively to change and feedback. 

- Inquisitiveness in respect of process and risk management. 

The details contained in this Job Description reflect the content of the job at the date it was prepared. It should be remembered, however, that it is inevitable that over time, the nature of individual jobs will change, existing duties may no longer be required, and other duties may be gained without changing the general nature of the duties or the level of responsibility entailed. Consequently, Principal I Ltd will expect to revise this Job Description from time to time and will consult with the post holder at the appropriate time. 

This Financial Services Trainer job in Scotland is ideal for individuals experienced in training IFAs, Paraplanners and Administrators

As a Financial Services Trainer, you will be joining their Performance & Excellence team, playing a key role in helping our client achieve its business objectives, ensuring advice and service standards are maintained at a high standard and supporting continuous development across the team members

The key responsibilities of your duties are:

• Create a culture of high performance and excellence with their Financial Advisers, Paraplanners and support staff
• Encourage the team to educate, inform and influence clients positively
• Develop a supportive network between the advice hubs and share best practice across the national business
• Use data to identify opportunities for improvement and mitigate risks
• Deliver learning and development through face-to-face events, webinars and e-learning
• Support pre-CAS / inexperienced joiners and experienced team members in identifying growth areas
• Provide technical training on individual improvement plans as appropriate

Financial Services Trainer

• You must have technical financial planning product and advice knowledge
• You must be comfortable training individuals and groups including Financial Advisers and Paraplanners
• Seeking individuals from a learning and development background within Financial Services
• You must be willing to travel as part of your role
• Ideally you should hold your full Level 4 Diploma in financial planning or equivalent

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Financial Services Trainer Benefits

• Salary of circa 50,000 plus car allowance
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working with attendance at a local office 2 days per week (such as Glasgow or Falkirk), plus occasional travel for monthly planner meetings and quarterly in-person meetings
• 37.5 hours per week
• Excellent working culture with good staff retention
• Great time to join a rapidly growing business

Locations

Scotland

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Job Title: Financial Services Administrator
Location: Devon
Salary: £30,000 to £32,000
Hours of Work: Monday to Friday, 9 am–5 pm
Type: Permanent, Full-time

We are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You’ll join a professional team where attention to detail and client service are valued above all else.

Key Responsibilities:

· Provide administrative support to advisers and the wider team
· Maintain accurate client and investment records
· Liaise with providers to obtain information and process transactions
· Prepare and manage documentation for client meetings
· Respond to client queries promptly and professionally

Experience & Skills:

· At least one year of experience in financial services administration
· Excellent written and verbal communication skills
· Strong organisational skills and attention to detail

Desirable:

· Familiarity with investment or pension products
· Experience handling confidential client information
· Ability to work to deadlines in a regulated environment

What’s on Offer:

· Competitive salary plus pension
· Generous annual leave increasing with service
· City centre parking permit provided

About the Client:

Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They offer a supportive, professional working environment with opportunities for long-term career development.

Next Steps:

Please apply for this Administrator – Financial Services position through this advert or contact Chloe in our Commercial team on (phone number removed).

If you do not hear back within 7 days, your application may not have been successful, but we will keep your details for suitable future roles.

About Regional Recruitment Services – Leicester

This vacancy is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We recruit across Commercial, Construction, Industrial and Engineering sectors. Visit (url removed) for more roles nationwide.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. 

• Hybrid or remote working available. 
li>Salary of £28,000 li>27 days annual leave PLUS Bank Holidays
• Private Medical
• Life Assurance
• Discretionary Annual Bonus
• Pension Scheme
• Employee Assistance Programme
• Preferential rates for financial services
• Other perks and benefits

Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

li>Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 
li>Supporting with diary management and coordinating appointments
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Assist with compliance tasks
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with a minimum of 2 years  existing experience within an IFA/ financial services,  who are confident managing their own workload with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude and ability to use intiative.

If you're interested in this fantastic opportunity, please ensure your CV is up-to-date and apply online as soon as possible. You will be provided more information on the opporutnity if you are shortlisted through meeting the initial requirements, and will be contacted to discuss the opporutnity further.

Please note, due to the volume of applicants we are unable to provide specific feedback to every applicant.

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