1,061 Prudential jobs in the United Kingdom

Financial Services Advisory Prudential Manager/Senior Manager

B12 Birmingham, West Midlands BDO UK

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Job Description

Ideas | People | TrustWe are BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.We will broaden your horizonsOur Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industryWe will help you succeedLeading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.You will be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior executives, directors, and BDO’s partners to help our clients achieve their objectives. You will be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.This role is within the Prudential & Authorisations Team (“P&A Team”) where you will focus on prudential risk management (e.g. capital, liquidity, recovery planning, and solvent wind-down planning) for financial institutions in particular banks and building societies. Key areas of focus are ICAAP/ILAAP, Recovery Planning, Basel 3.1, ESG, strong and simple regime, resolution planning and capital optimisation. Nevertheless, there will also be an opportunity to also work across other types of firms such as investment and payment service firms.Our portfolio is growing and the role provides great potential for longer-term career progression for the right candidate in this rapidly developing advisor area of BDO’s service offering.We are looking for someone with:In-depth prudential regulatory experience gained in the industry, consulting or as a regulator (or combination thereof);Strong technical knowledge of UK prudential regulation; ideally both capital, liquidity and recovery planning;Strong project management skills with track-record of delivering complex projects;Strong communication and report writing skills; the candidate will also be a confident speaker to deliver effective training sessions and webinars both to client/colleagues;An excellent understanding of the EU and UK financial services legislation, including the UK CRR, CRD, and familiarity with the Prudential Regulation Authority’s Rulebook and the Financial Conduct Authority’s Handbook;Effective communication and stakeholder management skills; andA focus on delivering high quality output and have a focus on quality and risk.Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. We value diversity and you will be able to be yourself; we recognise and value you for who you are and celebrate and reward your contributions to the business. We are committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, the team, and the specific task at hand.At BDO, we will help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.We are in it together!We are looking forward to the futureAt BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.Our success is powered by our people, which is why we are always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitionsWe have a clear purpose, and we are confident in our future, because adapt and evolve to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
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Financial Services Advisory Prudential Manager/Senior Manager

75009 London, London BDO UK

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Job Description

Ideas | People | TrustWe are BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.We will broaden your horizonsOur Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, they’re experts in following through on top-level instructions and resolving the finer details – all in one straight-forward package. When you join them, you’ll work on some of the world's most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industryWe will help you succeedLeading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.You will be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior executives, directors, and BDO’s partners to help our clients achieve their objectives. You will be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.This role is within the Prudential & Authorisations Team (“P&A Team”) where you will focus on prudential risk management (e.g. capital, liquidity, recovery planning, and solvent wind-down planning) for financial institutions in particular banks and building societies. Key areas of focus are ICAAP/ILAAP, Recovery Planning, Basel 3.1, ESG, strong and simple regime, resolution planning and capital optimisation. Nevertheless, there will also be an opportunity to also work across other types of firms such as investment and payment service firms.Our portfolio is growing and the role provides great potential for longer-term career progression for the right candidate in this rapidly developing advisor area of BDO’s service offering.We are looking for someone with:In-depth prudential regulatory experience gained in the industry, consulting or as a regulator (or combination thereof);Strong technical knowledge of UK prudential regulation; ideally both capital, liquidity and recovery planning;Strong project management skills with track-record of delivering complex projects;Strong communication and report writing skills; the candidate will also be a confident speaker to deliver effective training sessions and webinars both to client/colleagues;An excellent understanding of the EU and UK financial services legislation, including the UK CRR, CRD, and familiarity with the Prudential Regulation Authority’s Rulebook and the Financial Conduct Authority’s Handbook;Effective communication and stakeholder management skills; andA focus on delivering high quality output and have a focus on quality and risk.Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. We value diversity and you will be able to be yourself; we recognise and value you for who you are and celebrate and reward your contributions to the business. We are committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, the team, and the specific task at hand.At BDO, we will help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.We are in it together!We are looking forward to the futureAt BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.Our success is powered by our people, which is why we are always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitionsWe have a clear purpose, and we are confident in our future, because adapt and evolve to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
This advertiser has chosen not to accept applicants from your region.

Prudential Risk Analytics Analyst

London, London The Curve Group

Posted 1 day ago

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Job Description

Senior Risk Analytics Analyst

Location - London

Hybrid - 3 days in the office, 2 days from home


Role purpose

The Senior Risk Analytics Analyst supports the broader Prudential risk analytics needs of second line of defence. This role is central to developing and delivering the analytics that underpin key regulatory submissions such as the ICAAP and Recovery Planning as well as risk appetite setting alongside the annual budget setting process.


About us

A challenger bank offering personal and corporate savings products and finance for UK residential and commercial property, in addition to sourcing and advising on UK real estate investments.


Key responsibilities

  • Act as one of the key analytics analysts in the building of the Bank’s Risk Management capability.
  • Collaborate with the SLOD Prudential Risk and Finance teams to deliver the stress testing analysis for key regulatory submissions, including the ICAAP and Recovery Plan.
  • Enhance the Bank’s other risk management capabilities such as modelling of financial risks arising from climate risk.
  • Work with the IFRS9 team, external vendors and other risk analytics colleagues to develop scorecards and predictive risk management models.
  • Assist with second line of defence oversight of the bank’s key risks by performing firm-wide risk management activities, including Risk Appetite development & monitoring.
  • Provide management information, reports, and updates on risk management dashboards to assist the Bank in controlling its risk profile.
  • Maintain the stress testing governance framework and documentation.
  • Assist in updating and maintaining the Bank’s regulatory documents (Risk Appetite, ICAAP, ILAAP and RRP).
  • Monitor and manage the bank’s asset portfolio to ensure ongoing compliance with risk appetite. This includes production and circulation of daily risk reports.
  • Engage in new business initiatives and projects with the ability to take on various responsibilities whilst delivering to deadlines.


Skills required

  • Act as one of the key analytics analysts in the building of the Bank’s Risk Management capability.
  • Collaborate with the SLOD Prudential Risk and Finance teams to deliver the stress testing analysis for key regulatory submissions, including the ICAAP and Recovery Plan.
  • Enhance the Bank’s other risk management capabilities such as modelling of financial risks arising from climate risk.
  • Work with the IFRS9 team, external vendors and other risk analytics colleagues to develop scorecards and predictive risk management models.
  • Assist with second line of defence oversight of the bank’s key risks by performing firm-wide risk management activities, including Risk Appetite development & monitoring.
  • Provide management information, reports, and updates on risk management dashboards to assist the Bank in controlling its risk profile.
  • Maintain the stress testing governance framework and documentation.
  • Assist in updating and maintaining the Bank’s regulatory documents (Risk Appetite, ICAAP, ILAAP and RRP).
  • Monitor and manage the bank’s asset portfolio to ensure ongoing compliance with risk appetite. This includes production and circulation of daily risk reports.
This advertiser has chosen not to accept applicants from your region.

Prudential Risk Senior Executive

London, London £35000 - £40000 annum iFAST Global Bank Ltd

Posted 2 days ago

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Job Description

Permanent

The role will provide an opportunity for the Prudential Risk Executive to gain an insight into prudential risk management in dynamic environment and be part of the journey in developing the function as the Bank grows.

The prudential risk team consist of Senior Manager, Risk Management and Credit Risk Analyst. The team is responsible on all prudential risk management matters such as analyse the Bank’s capital adequacy, risk appetite, and regulatory compliance to ensure it can withstand potential financial shocks. It is also responsible to assist in developing risk management strategies, implement controls, and monitor prudential risk exposures.

  The role will entail: 

  • Assist in conducting targeted risk assessments to understand specific, material and financially focused risks, such as capital, market, liquidity and credit risk
  • Driving business engagement in risk-related processes such as stress testing or portfolio forecasting
  • Assist in reviewing and challenging the Bank’s Prudential Risk documents namely the Recovery Plan, the ICAAP and ILAAP are updated to reflect regulatory requirements and market best practices annually.
  • Act as second of line of defence in monitoring the Bank’s financial ratios from both the risk management and regulatory compliance point of view
  • Assist in reviewing and challenging the Bank’s regulatory returns prepared on periodic basis
  • Supporting the embedding the Bank’s prudential risk management framework into its operations and processes.
  • Providing advice to business areas to help them understand their risk management responsibilities

Requirements

Qualifications  
The successful candidate will likely possess the following (or equivalent qualifiers): 

  • A 2:1 or above degree from recognised UK university

EXPERIENCE AND SKILLS

  • 1-2 years prudential regulatory experience
  • Understanding UK CRR, CRD, and familiarity with the Prudential Regulation Authority’s Rulebook 
  • Understanding of capital, market and liquidity risks
  • Strong communication and report writing skills

INDEPENDENT ACTION & DECISION MAKING

  • Excellent problem solving and collaboration skills

ACCOUNTABILITY FOR ACTIONS/RESULTS

  • A focus on delivering high quality output and have a focus on quality and risk.

Benefits

  • Competitive salary of £35k - 40k depending on experience
  • 25 days annual leave entitlement plus 8 bank holidays
  • Pension scheme, 4% employer contribution
  • Private Medical Insurance
  • 60-40 Hybrid working after successful probation period
  • Training and development 
  • Free gym access in the building
This advertiser has chosen not to accept applicants from your region.

Prudential Reporting Team Head, EMEA

TP ICAP

Posted 5 days ago

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Job Description

full_time
Job Description

The TP ICAP Group is a world leading provider of market infrastructure.

Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.

Through our people and technology, we connect clients to superior liquidity and data solutions.

The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world’s leading provider of OTC data, and an award winning all-to-all trading platform.

The Group operates from more than 60 offices in 27 countries. We are 5,300 people strong. We work as one to achieve our vision of being the world’s most trusted, innovative, liquidity and data solutions specialist.

Role Overview

This role involves leading a dynamic team of 10 skilled accountants within the Prudential Reporting division. The team plays a pivotal role in meeting the external reporting obligations of the EMEA Finance team at TP ICAP EMEA, with a primary focus on Regulatory and Statutory reporting across all legal entities within the EMEA region.

In addition to ensuring compliance with regulatory and statutory reporting requirements, this role offers the opportunity to actively contribute to a range of Finance-related projects and initiatives. It's a hands-on finance position that requires a self-driven professional with exceptional communication, organisational, managerial, and analytical abilities. Efficiency is key, but not at the expense of accuracy and control. Collaboration with various other functions within the finance department will be a significant aspect of this role.

Role Responsibilities
  • Formal management of EMEA Prudential Reporting team.
  • Lead the delivery of prudential regulatory reporting requirements (FCA, EBA, NFA, CFTC, & DFSA)
  • Lead the planning and delivery of annual statutory accounts for EMEA controlled entities
  • Working with the business to optimise return on capital across EMEA
  • Responsible for the Finance inputs into the EMEA Internal Capital Adequacy and Risk Assessment (ICARA).
  • Draft technical papers for approval to support prudential and accounting decisions
  • Manage and develop the team. Assign work and provide guidance, coaching and support.
  • Continue to develop the ongoing monthly analytical review process for Legal Entities, investigating and documenting material variances.
  • Design effective financial resource monitoring, working closely with Risk and Business.
  • Consume the new EMEA Sub-Group consolidation process from Group Finance, and implement a consolidation framework at the EMEA level to support both financial and prudential reporting requirements.
  • Support process and control (path to green) improvements across the Finance team.
  • Foster strong working relationships across wider EMEA Finance team, Group Finance, Company Secretarial team and the external auditors.

Essential

Experience / Competences
  • Understanding of both the accounting (IFRS) and prudential environment is required.
  • Finance Professional (ACA, CIMA, ACCA, MBA Finance) with significant post qualification experience in financial and/or regulatory control roles.
  • Experience in delivering new reporting requirements and process change.
  • Skilled in Microsoft applications software (Word, Excel, PowerPoint, Outlook etc.).

Desired
  • Experience of Oracle Financials and Onestream preferred.
  • Able to demonstrate an ability to professionally develop staff, ensuing load balances are correct and extracting the best out of the team resources.
  • Excellent written and verbal communication skills required.
  • Demonstrated organisation skills including multi-tasking, prioritisation and delivery.
  • Self-motivated and goal orientated, taking responsibility and ownership.
  • Ability to identify problems, propose and implement solutions.
  • Accurate deliverables without loss of clarity, timeliness or sight of the bigger picture.

Not The Perfect Fit?

Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.

Company Statement

We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement.

Location

UK - 135 Bishopsgate - London

This advertiser has chosen not to accept applicants from your region.

Prudential Risk Analytics Analyst (IFRS9, stress testing for ICAAP)

The Curve Group

Posted today

Job Viewed

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Job Description

Senior Risk Analytics Analyst

Location - London

Hybrid - 3 days in the office, 2 days from home


Role purpose

The Senior Risk Analytics Analyst supports the broader Prudential risk analytics needs of second line of defence. This role is central to developing and delivering the analytics that underpin key regulatory submissions such as the ICAAP and Recovery Planning as well as risk appetite setting alongside the annual budget setting process.


About us

A challenger bank offering personal and corporate savings products and finance for UK residential and commercial property, in addition to sourcing and advising on UK real estate investments.


Key responsibilities

  • Act as one of the key analytics analysts in the building of the Bank’s Risk Management capability.
  • Collaborate with the SLOD Prudential Risk and Finance teams to deliver the stress testing analysis for key regulatory submissions, including the ICAAP and Recovery Plan.
  • Enhance the Bank’s other risk management capabilities such as modelling of financial risks arising from climate risk.
  • Work with the IFRS9 team, external vendors and other risk analytics colleagues to develop scorecards and predictive risk management models.
  • Assist with second line of defence oversight of the bank’s key risks by performing firm-wide risk management activities, including Risk Appetite development & monitoring.
  • Provide management information, reports, and updates on risk management dashboards to assist the Bank in controlling its risk profile.
  • Maintain the stress testing governance framework and documentation.
  • Assist in updating and maintaining the Bank’s regulatory documents (Risk Appetite, ICAAP, ILAAP and RRP).
  • Monitor and manage the bank’s asset portfolio to ensure ongoing compliance with risk appetite. This includes production and circulation of daily risk reports.
  • Engage in new business initiatives and projects with the ability to take on various responsibilities whilst delivering to deadlines.


Skills required

  • Act as one of the key analytics analysts in the building of the Bank’s Risk Management capability.
  • Collaborate with the SLOD Prudential Risk and Finance teams to deliver the stress testing analysis for key regulatory submissions, including the ICAAP and Recovery Plan.
  • Enhance the Bank’s other risk management capabilities such as modelling of financial risks arising from climate risk.
  • Work with the IFRS9 team, external vendors and other risk analytics colleagues to develop scorecards and predictive risk management models.
  • Assist with second line of defence oversight of the bank’s key risks by performing firm-wide risk management activities, including Risk Appetite development & monitoring.
  • Provide management information, reports, and updates on risk management dashboards to assist the Bank in controlling its risk profile.
  • Maintain the stress testing governance framework and documentation.
  • Assist in updating and maintaining the Bank’s regulatory documents (Risk Appetite, ICAAP, ILAAP and RRP).
  • Monitor and manage the bank’s asset portfolio to ensure ongoing compliance with risk appetite. This includes production and circulation of daily risk reports.
This advertiser has chosen not to accept applicants from your region.

Prudential Risk Analytics Analyst (IFRS9, stress testing for ICAAP)

London, London The Curve Group

Posted 1 day ago

Job Viewed

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Job Description

Senior Risk Analytics Analyst

Location - London

Hybrid - 3 days in the office, 2 days from home


Role purpose

The Senior Risk Analytics Analyst supports the broader Prudential risk analytics needs of second line of defence. This role is central to developing and delivering the analytics that underpin key regulatory submissions such as the ICAAP and Recovery Planning as well as risk appetite setting alongside the annual budget setting process.


About us

A challenger bank offering personal and corporate savings products and finance for UK residential and commercial property, in addition to sourcing and advising on UK real estate investments.


Key responsibilities

  • Act as one of the key analytics analysts in the building of the Bank’s Risk Management capability.
  • Collaborate with the SLOD Prudential Risk and Finance teams to deliver the stress testing analysis for key regulatory submissions, including the ICAAP and Recovery Plan.
  • Enhance the Bank’s other risk management capabilities such as modelling of financial risks arising from climate risk.
  • Work with the IFRS9 team, external vendors and other risk analytics colleagues to develop scorecards and predictive risk management models.
  • Assist with second line of defence oversight of the bank’s key risks by performing firm-wide risk management activities, including Risk Appetite development & monitoring.
  • Provide management information, reports, and updates on risk management dashboards to assist the Bank in controlling its risk profile.
  • Maintain the stress testing governance framework and documentation.
  • Assist in updating and maintaining the Bank’s regulatory documents (Risk Appetite, ICAAP, ILAAP and RRP).
  • Monitor and manage the bank’s asset portfolio to ensure ongoing compliance with risk appetite. This includes production and circulation of daily risk reports.
  • Engage in new business initiatives and projects with the ability to take on various responsibilities whilst delivering to deadlines.


Skills required

  • Act as one of the key analytics analysts in the building of the Bank’s Risk Management capability.
  • Collaborate with the SLOD Prudential Risk and Finance teams to deliver the stress testing analysis for key regulatory submissions, including the ICAAP and Recovery Plan.
  • Enhance the Bank’s other risk management capabilities such as modelling of financial risks arising from climate risk.
  • Work with the IFRS9 team, external vendors and other risk analytics colleagues to develop scorecards and predictive risk management models.
  • Assist with second line of defence oversight of the bank’s key risks by performing firm-wide risk management activities, including Risk Appetite development & monitoring.
  • Provide management information, reports, and updates on risk management dashboards to assist the Bank in controlling its risk profile.
  • Maintain the stress testing governance framework and documentation.
  • Assist in updating and maintaining the Bank’s regulatory documents (Risk Appetite, ICAAP, ILAAP and RRP).
  • Monitor and manage the bank’s asset portfolio to ensure ongoing compliance with risk appetite. This includes production and circulation of daily risk reports.
This advertiser has chosen not to accept applicants from your region.
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Financial Services Administrator

Devon, South West £30000 - £32000 Annually Regional Recruitment Services

Posted today

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Job Description

permanent

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.

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Norfolk, Eastern £27000 - £28000 Annually Noodle Talent Partners

Posted 3 days ago

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Job Description

permanent

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.

Financial Services | IFA | Financial Planning | Financial Advisor | Wealth Management | Estate Planning

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Financial Services Administrator

Ipswich, Eastern £25000 - £30000 Annually Spider

Posted 4 days ago

Job Viewed

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Job Description

permanent

Financial Services Administrator – Spider is advertising on behalf of a financial services firm who are looking for an experienced Administrator to join their busy team in Ipswich, Suffolk in this full-time, permanent position.

Why them

Known for their transparent, simplified advice, FCA regulation, and track record of satisfied clients, this well-established firm services a broad range of financial services to their clients, who range from Individuals to trustees and small businesses.  

Fantastic company package include:

  • Salary: Competitive salary ranging from £25,000 - £30,000 per annum based on skills and experience
  • Holiday: 20 days plus bank holidays / annual shutdown between Christmas and New Year.
  • Working hours 35 per week – Monday to Friday 9am – 5pm

About the role:

As a Financial Services Administrator you will be an enthusiastic individual who is highly organised with good attention to detail and the ability to multi-task in a busy environment.  This is a varied role that would suit someone with high level administrative skills working for a customer focused business. 

Responsibilities:

  • Supporting the adviser administratively.  This can involve but is not limited to, research, calculations, collating data, arranging meetings and corresponding with clients.
  • Communicate with providers and clients as required.
  • Assisting advisers by preparing documentation such as letters of authority, illustrations, application forms and annual reports.
  • Processing client requests such as withdrawals, regular contributions or adhoc investment management requirements.
  • Confident IT skills including use of online and internal client management systems, training will be given to support this.

About You:

Experience of working in financial services/financial advisers would be beneficial but not essential. The role is administrative but with a technical element in relation to the involvement of investment and financial terms and procedures. Efficiency and an accurate approach to your work are essential.

If you have the relevant skills and experience for this Financial Services Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.

If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Please check your email inbox and spam / junk mail folder for any email correspondence for this role.

Additional keywords: Administrator, Financial Services, Admin, Finance Support, Financial Admin Officer, Coordinator, FCA, Financial Administration

This vacancy is being advertised and handled through Spider, the region’s Online Job Advertiser. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.

This advertiser has chosen not to accept applicants from your region.
 

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  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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