264 Trade Operations jobs in the United Kingdom
Trade Operations Specialist
Posted 1 day ago
Job Viewed
Job Description
Every member of Gilead's team plays a critical role in the discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking for the next wave of passionate and ambitious people ready to make a direct impact.
We believe every employee deserves a great leader. People Leaders are the cornerstone to the employee experience at Gilead and Kite. As a people leader now or in the future, you are the key driver in evolving our culture and creating an environment where every employee feels included, developed and empowered to fulfil their aspirations. Join Gilead and help create possible, together.
**Job Description**
**ROLE SUMMARY**
The EDM (European Distributor Management) Trade Operations Specialist plays a key role in supporting and optimizing the trade operational functions of the EDM and Greece/Cyprus, working with key distributor partners across countries to ensure smooth, efficient, and compliant execution of trade operations. The role will work closely with internal stakeholders across Global Trade Operations, Supply Chain, Customer Service, Regulatory and the Commercial business as well as the three external distributor partners.
The ideal candidate will have strong operational and analytical skills, an understanding of the distribution landscape, and the ability to manage multiple stakeholders to ensure timely and efficient product availability within the region. Additionally, this role involves solving operational challenges, optimizing trade processes, and ensuring that distributors are meeting performance and contractual targets.
It is a visible role within the broader EDM and Greece/Cyprus business that will directly contribute to building strong relationships with distributors, identifying process improvements, and ensuring seamless execution of trade strategies that align with the business objectives.
On top of the responsibilities in EDM, the candidate will acquire the role of GR/CY Trade Ops Specialist (for 30%) where close collaboration with the local Trade Ops team is essential in staying informed about local regulatory, legal & tax requirements in order to be actively involved in the GR/CY Trade Operations relevant working areas such as demand forecasting, ERP-related projects, logistics operations etc. The ideal candidate will have excellent communication & organizational skills with the ability to effectively interact with both local and regional/global teams being capable of coordinating both parties on behalf of the affiliate's top priorities.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Distribution Management:
+ Work closely with the Dublin distribution team to ensure the on-time fulfilment of all distributor orders. Address ad-hoc requests, including but not limited to expedited orders, delays in shipment, import permit coordination, shelf-life requirements, and artwork changes, to maintain a streamlined distribution process.
+ Collaborate with global trade operations (GTO) on finding solutions to any significant ad-hoc trade challenges.
+ Schedule and conduct regular meetings with distributor demand planning teams and trade representatives to discuss and analyse the demand plans, open issues and potential risks and opportunities related to supply and inventory management.
Demand Planning:
+ Maintain tracker of open orders and planned shipment dates and ensure alignment to demand plans or manage deviations.
+ Meet monthly with Gilead demand planner to discuss latest volume forecasts.
+ At the end of each month, upload the finalized volume forecasts to the Kinaxis system.
+ Work closely with demand planning to implement the adoption of statistical forecasting methodologies.
+ Monitoring new launches closely to ensure supply needs for all scenarios can be met.
KPI management:
+ Maintain tracker of, and report on all key internal and external KPIs, including but not limited to
+ Forecast Accuracy
+ Distributor demand plan submission
+ Expedited orders vs standard lead times
+ Distributor reported Inventory on Hand
Issue resolution:
+ Be first contact point for distributors regarding issues and coordinate resolution.
+ Investigate and confirm incoming product complaints, working with Responsible Person for resolution.
+ Track and coordinate customer claims, complaints and litigations and escalate to appropriate parties.
Compliance:
+ Comply to corporate Policies, SOPs on all described job duties.
+ Ensure the relevant compliance for back-up solutions.
**PROFESSIONAL EXPERIENCE / KEY SKILLS**
+ Good knowledge and experience of Microsoft Office (Word, Excel, PowerPoint, Outlook).
+ Good knowledge and experience of usage of SAP S4 HANA
+ Excellent organizational & management skills
+ Excellent verbal and written communication skills
+ Experience with distribution/supply chain/order & customer management (+4 years)
+ Fluent in English
+ Greek language is considered extra asset
Must demonstrate effective decision-making, problem-solving, multitasking skills and the ability to work collaboratively. Customer Service Specialist will also be a self-starter and able to spend the majority of time working independently with little guidance, using well-defined procedures. Should have strong working knowledge of wholesaler, distributor, pharmacy, hospital environment and the ability to establish/maintain respected business relationships with those stakeholders.
**Behaviors:**
+ Customer centric
+ Resilient profile with the ability to deliver in an ambiguous environment
+ Curious with learning agility
+ Focused on Teamwork
+ Self-motivated with strong accountability
+ Organized with a systematic approach to prioritize tasks.
+ Great eye for detail and ability to work in a very structured manner
+ Process orientated to achieve business objectives
+ Demonstrate analytical insights
+ Strive for Operational Excellence
**Gilead Core Values:**
+ Integrity (always doing the right thing)
+ Teamwork (collaborating in good faith)
+ Excellence (working at a high level of commitment and capability)
+ Accountability (taking personal responsibility)
+ Inclusion (valuing differences and diversity)
**Equal Employment Opportunity (EEO)**
It is the policy of Gilead Sciences, Inc. and its subsidiaries and affiliates (collectively "Gilead" or the "Company") to recruit select and employ the most qualified persons available for positions throughout the Company. Except if otherwise provided by applicable law, all employment actions relating to issues such as compensation, benefits, transfers, layoffs, returns from layoffs, company-sponsored training, education assistance, social and recreational programs are administered on a non-discriminatory basis (i.e. without regard to protected characteristics or prohibited grounds, which may include an individual's gender, race, color, national origin, ancestry, religion, creed, physical or mental disability, marital status, sexual orientation, medical condition, veteran status, and age, unless such protection is prohibited by federal, state, municipal, provincial, local or other applicable laws). Gilead also prohibits discrimination based on any other characteristics protected by applicable laws.
**For Current Gilead Employees and Contractors:**
Please apply via the Internal Career Opportunities portal in Workday.
Gilead Sciences, Inc. is a biopharmaceutical company that has pursued and achieved breakthroughs in medicine for more than three decades, with the goal of creating a healthier world for all people. The company is committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis and cancer. Gilead operates in more than 35 countries worldwide, with headquarters in Foster City, California.
Senior Trade Operations Specialist
Posted 12 days ago
Job Viewed
Job Description
Every member of Gilead's team plays a critical role in the discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking for the next wave of passionate and ambitious people ready to make a direct impact.
We believe every employee deserves a great leader. People Leaders are the cornerstone to the employee experience at Gilead and Kite. As a people leader now or in the future, you are the key driver in evolving our culture and creating an environment where every employee feels included, developed and empowered to fulfil their aspirations. Join Gilead and help create possible, together.
**Job Description**
**Introduction to GPS (Gilead Patient Solutions)**
In some parts of the world, progress feels inevitable. Access is often taken for granted and the next life-saving innovation is always on the horizon. In other parts of the world, access to essential health services is in doubt and treatable diseases affect thousands of lives every day.
Gilead is a bridge to a healthier world. Building on our legacy, we forge connections - between patients and their communities, across borders, between public health, providers and private industry - to create solutions that address critical health inequities in low- and middle-income countries.
Together, we deliver healthcare access and choice to the people and places that need it most.
We have had a pivotal role in the history of providing access to life-saving medicines in low- and middle-income countries with decades of experience in pioneering novel, collaborative approaches. More than 30 years on, we remain steadfast in our commitment to expanding access to healthcare for everyone, everywhere through sustainable solutions that will have an impact for generations to come.
We are committed to broad patient reach through pioneering access programs that touch all parts of the healthcare ecosystem
We are the largest private funder of non-profit HIV programs in the world and in the U.S.
Gilead is committed to creating a healthier world for everyone.
Today, half the world's population lacks access to essential basic health services. To change this, we must innovate - by developing new medicines AND by ensuring their impact wherever the unmet need is greatest.
That's why for decades we have partnered with governments, communities and other stakeholders worldwide to expand access to medicines, help address the root causes of health inequities and end epidemics of HIV, hepatitis and other diseases in low- and middle-income countries (LMICs).
**Description**
**Senior Trade Operations Specialist**
**JOB OVERVIEW / SUMMARY**
Manage the commercial supply chain within the GPS region through close collaboration between commercial leads and distributors to minimise forecast volatility, new product introduction, as well as cross functional order book management with Gilead stake holders including Customer Service, Supply Planning, Quality, Regulatory, Artwork & Label Operations to ensure uninterrupted supply to markets.
**JOB RESPONSIBILITIES**
+ Quality evaluation of Purchase Orders in compliance with Distribution Agreements
+ System Price Maintenance
+ Maintain rolling commercial forecasts in collaboration with distributors & Commercial Lead
+ Minimise forecast variance
+ On-boarding of new distribution partners
+ System setup of new client ship to location
+ Manage NPI within GPS regions
+ Collaborate with Key stake holders on product/licence withdrawals
+ Manage open order book in collaboration with stakeholders to achieve OTIF
+ Chair weekly meetings with Commercial Leads to review open order book & escalations
+ Reporting & Analysis of regional activity
+ Run Basic SAP Reports
+ Adherence to SOPs & GMP/GDP Regulations
+ Review, Update and maintained SOPs and Work Instructions
+ Handles general customer service inquiries and routes questions to appropriate resources within Gilead
+ Support the activities for regional distributor tenders
+ Review opportunities for operational efficiency through supply chain optimisation
+ Participate & prepare regional data for S&OP Meetings
+ Support other GPS trade operations sub-regions if required
+ Any other reasonable request to support GPS Trade Operations activities
**KNOWLEDGE & SKILLS**
1. Administrative skills specializing in order management, logistics, supply chain management
2. Develops solutions to a variety of routine as well as moderately complex problems.
3. Demonstrates good organizational skills and verbal and written communication skills.
4. Able to spend majority of time working independently with little guidance using well-defined procedures.
5. Experience in writing SOPs
6. SAP
7. Advanced Excel Skills
8. Advanced English
**EDUCATION & EXPERIENCE**
Supply Chain & Logistics Experience
Pharma Experience preferred
Knowledge of cold chain supply chain desirable
**Equal Employment Opportunity (EEO)**
It is the policy of Gilead Sciences, Inc. and its subsidiaries and affiliates (collectively "Gilead" or the "Company") to recruit select and employ the most qualified persons available for positions throughout the Company. Except if otherwise provided by applicable law, all employment actions relating to issues such as compensation, benefits, transfers, layoffs, returns from layoffs, company-sponsored training, education assistance, social and recreational programs are administered on a non-discriminatory basis (i.e. without regard to protected characteristics or prohibited grounds, which may include an individual's gender, race, color, national origin, ancestry, religion, creed, physical or mental disability, marital status, sexual orientation, medical condition, veteran status, and age, unless such protection is prohibited by federal, state, municipal, provincial, local or other applicable laws). Gilead also prohibits discrimination based on any other characteristics protected by applicable laws.
**For Current Gilead Employees and Contractors:**
Please apply via the Internal Career Opportunities portal in Workday.
Gilead Sciences, Inc. is a biopharmaceutical company that has pursued and achieved breakthroughs in medicine for more than three decades, with the goal of creating a healthier world for all people. The company is committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis and cancer. Gilead operates in more than 35 countries worldwide, with headquarters in Foster City, California.
Trade Compliance Operations Analyst
Posted 2 days ago
Job Viewed
Job Description
We are a family company providing food, ingredients, agricultural solutions and industrial products that are vital for living. We connect farmers with markets so they can prosper. We connect customers with ingredients so they can make meals people love. And we connect families with daily essentials - from eggs to edible oils, salt to skincare, feed to alternative fuel. Our 160,000 colleagues, operating in 70 countries, make essential products that touch billions of lives each day. Join us and reach your higher purpose at Cargill.
**Job Purpose and Impact**
**LOCATION** : York, UK (YO41 1LZ) or Manchester, UK (M17 1PA)
The Trade Compliance Operations Analyst job supports the execution of routine global trade compliance operations activities and assists trade compliance projects. Under close supervision, this job performs basic global trade and compliance transactions, ensures compliance and helps to drive continuous improvement in support of the business strategy and objectives.
We offer competitive salary plus comprehensive benefits package including contributory pension, private healthcare, performance related bonus and employee assistance program.
This position is on full time contract with hybrid working options.
**Key Accountabilities**
+ OPERATIONAL EXECUTION: Assists with routine global trade and compliance operations activities within a country or region in support of business goals, including supporting execution of global trade and compliance transactions aligned to business strategy and objectives, and validating import and export transactional data and document requirements to complete cross border filings and clearance.
+ TRANSACTION AUDITING: Supports regular audits and assessments of trade transactions as required to ensure compliance with related regulations, customs requirements and trade agreements.
+ DOCUMENTATION REVIEW: Supports analysis and helps ensure trade documents, including invoices, preferential trade documentation, shipping documents, export licenses and other cross border documents are accurate, complete and in compliance with legal and fiscal requirements, and maintains records according to guidelines.
+ RELATIONSHIP MANAGEMENT: Interacts with internal and external collaborators and partners to assist the implementation of cross border trade solutions.
+ METRICS ANALYSIS: Collaborates with the analysis of key performance indicators and performs basic analysis for compliance operations in the designated location to support process effectiveness.
+ CONTINUOUS IMPROVEMENT: Assists with the execution of internal global trade and compliance projects as needed to support operational process or policy improvements.
**Qualifications**
**Minimum Qualifications**
+ Fluency in English - written and spoken
+ Secondary or higher education
+ Proficient in Microsoft Office applications
**Preffered Qualifications**
+ CustomsAdministration
+ Special customs regimes are useful, but no relevant experience is required
+ Knowledge ofExcise management is useful, but no relevant experience is required
+ Knowledge of Incoterms
+ Experience in Supply Chain is useful but no relevant experience is required
+ Experience in SAP and GTS or similar
+ Experience in systems such as Open Text is useful, but no relevant experience is required
+ Interfacing with Customs Brokers is useful, but no relevant experience is required
+ Ability to develop business acumen incorporating trade compliance solutions
**Our Offer**
We provide a fast paced stimulating international environment, which will stretch your abilities and channel your talents. We also offer competitive salary and benefits combined with outstanding career development opportunities in one of the largest and most solid private companies in the world.
**Interested? Then make sure to send us your CV and cover letter in English today:**
**Follow us on LinkedIn:** ** is committed to being an inclusive employer. Click here to find out more
Trade Finance Operations Analyst
Posted 7 days ago
Job Viewed
Job Description
Trade Finance Operations Analyst
Location: Cheshire (Hybrid; 3 days in office)
Contract:6 months FTC, with potential to become permanent
Salary:Up to£40,000per annum
Openings:5+ roles available
Join a leading investment bank in London as part of the expanding Trade Finance Operations team. This is a unique opportunity for early-career professionals (13 years experience) eager to develop a career in .
WHJS1_UKTJ
Financial Services Administrator
Posted today
Job Viewed
Job Description
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.
Specifically you'll be responsible for:
- New business processing (investments, pensions, mortgages & life). li>Valuations.
- Client servicing, e.g., switches, rebalance, withdrawals etc.
- Providing quotes using exchange and platforms.
- Dealing with policy enquiries.
- Telephone and reception duties as required.
- General Admin support including handling post and typing.
The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Administrator (Financial services)
Posted 13 days ago
Job Viewed
Job Description
We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Key Responsibilities
- Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
- Prepare and issue client documentation before and after meetings in line with business processes.
- Attend client meetings when required.
- Ensure action points from meetings are recorded, allocated, and completed promptly.
- Open and maintain client files to required compliance standards.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
- Complete checklists, scan and file documentation to the back-office system.
- Provide weekly Management Information to the Practice/Operations Manager.
- Support with internal events (e.g., annual client Christmas event).
- Open, log, scan and allocate all incoming post.
- Manage Financial Planner's general queries, calls and invitations.
- Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience
- Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
- Strong organisational skills with the ability to manage multiple diaries and competing priorities.
- Excellent communication skills (written, verbal and in-person).
- High attention to detail and accuracy.
- Proficient in Microsoft Office and comfortable with CRM/back-office systems.
- Professional, approachable, and discreet in handling sensitive information.
- Client-focused with a proactive, "can-do" attitude.
- Friendly, professional and confident in dealing with clients and colleagues.
- Team player with the ability to work independently when required.
- Reliable, trustworthy and conscientious.
- Car driver.
A fantastic benefits package including -
- 4 day working week.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.
Financial Services Administrator
Posted 14 days ago
Job Viewed
Job Description
Job Title: Financial Administrator – 2Plan
Location: Remote
Salary: £25,000 - £30,000
TO BE CONSIDERED FOR THIS ROLE YOU MUST HAVE EXPERIENCE WITH 2PLAN SYSTEMS
The Client
We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Administrator from a wealth management background to their team.
The Role of Financial Services Administrator - IFA
We are looking for someone proactive, confident, and highly organised, someone who thrives on responsibility and enjoys making things run smoothly. You’ll be supporting the adviser by taking ownership of the operations, client coordination, and internal processes, helping the business grow while ensuring clients receive a seamless experience.
This role is varied and hands-on, so it’s ideal for someone with previous experience in financial services who’s comfortable working independently and keen to grow with the business.
Unfortunately, due to resource constraints, this isn’t the business for someone inexperienced or those who require support. The chosen candidate is required to hit the ground running and acts as a PA/Admin/Co-ordinator.
Key Responsibilities:
- Must be comfortable on the phone to communicate with clients and also providers li>Create systems and processes to manage business
- Prioritise tasks for adviser and yourself
- Liaise with product providers
- Ensuring audit trail complete either via spreadsheet or 2Plan’s internal systems < i>Keep client files organised on OneDrive
- Send risk questionnaires through 2Plan Client Portal
- Issue fee agreements through portal/Docusign/post
- Adding fact find fully on to 2Plan system
- Making sure that handover notes have been actioned ready for case handover to paraplanners
- Prepare and send off LOAs to clients
- Issue LOAs and chase LOAs to providers
- Vet the information returned and call back for further information
- Making sure that all letter of authority information is added and uploaded to back office system & client file
- Prepare cases for handover to Paraplanner ensuring all relevant information is on Back Office
- Prepare cases for pre-approval,
- After presentation meeting, process the paperwork, setting clients up on platforms
- Ensure funds arrive on platform
- Ensure correct fees are paid from providers
- Issue and chase invoices as they arise
- Help clients onboarding to new systems
- Prepare annual review packs
- Submit annual reviews on Back Office
Systems you Will Use
- Microsoft Package: Word, Excel, Outlook, Teams, OneDrive
- FE Analytics
- 2Plan Back Office
- 2Plan Nexus
- Familiar with all usual platforms (Aviva, Royal London etc)
- Familiar with Docusign
Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management
Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.
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Financial Services Administrator
Posted 15 days ago
Job Viewed
Job Description
Experienced Financial Services Administrator
Salary: 28,000 - 32,000 (DOE) + Bonus
Location: Sheffield City Centre (parking provided)
Hours: Mon - Fri, 9am-5pm
Full-time, permanent position
We are seeking an experienced Financial Services Administrator to join our client's successful team, supporting their mission to help clients plan for a comfortable retirement. This role is crucial in providing excellent service to our clients and maintaining efficient administrative processes within their IFA firm.
Key Responsibilities:
* Send letters of authority to financial providers
* Chase providers for required information
* Keep clients updated on the progress of their cases
* Issue advice recommendation packs to clients
* Submit advice and annual review reports via the Intelliflo back-office system
* Provide a high level of customer service and care throughout the client journey
Required Skills and Experience:
* Proven experience as a Financial Services Administrator within an IFA firm (highly desirable)
* Strong understanding of the IFA process and regulatory requirements
* Excellent communication skills, both written and verbal
* Reasonable knowledge in Microsoft Excel
* Ability to prioritise tasks and manage time effectively
* Attention to detail and accuracy in documentation
* Customer-focused approach with a commitment to providing exceptional service
* Experience with the Aviva platform (desirable)
Benefits:
* Bonus scheme
* 8% non-contributory pension scheme
* City centre parking reimbursed
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Services Administrator
Posted 15 days ago
Job Viewed
Job Description
Financial Services Administrator/Client Liaison
Office Based – Derby (our Ref AL1383)
Competitive Salary to c£27,000 + discretionary bonus and exceptional benefits
At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients’ interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.
About the Role
As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.
- Provide comprehensive administrative support to Financial Planners in their day-to-day work. li>Maintain and update client records with accuracy and attention to confidentiality.
- Foster strong relationships with clients and third-party providers, ensuring clear and professional communication.
- Prepare valuations, meeting packs, and essential client documentation to the highest standard.
- Champion the use of secure digital tools and client portals to support an efficient, modern service.
- Book appointments for advisers and help them manage their workflows.
- Meet and greet clients.
- Commit to ensuring we adhere to compliance policies.
About You
- At least 2 years’ experience in a financial services administrative role. < i>Strong organisational skills, attention to detail, and a client-first mindset.
- Professional communication skills, both written and verbal.
- Ability to balance multiple priorities within deadlines.
- Proficient with Microsoft Office and financial back-office systems.
- Motivated to pursue further qualifications after 12 months.
Benefits
- Group Life Assurance (3x salary).
- Employer-contributed Pension Scheme.
- Generous holiday allowance.
Why Join?
This Company is proud of its’ open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member.
This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days
Financial Services Administrator
Posted 15 days ago
Job Viewed
Job Description
FinancialServicesAdministrator
Leicester(potentialofhybrid/1dayperweekathomeafterqualifyingperiod)
Salary25,000-28,000+benefits(ourrefAL1386)
Fulltimeor4daysperweekavailable
Myclient,withvariouslocationsacrosstheUK,hasanenviablereputationwithintheindependentwealthmanagementindustry,andtheynowhaveanexcitingnewopportunityforanexperiencedWealthManagementAdministratortojointheirLeicesterbasedteam.
Responsibilities
- Researchabroadrangeoffinancialproductsacrossallfinancialsectors
- Maintainregularcontactwithclientsprovidingassistancewhererequired
- Liaisewithvariousproviders,gatheringandcorrelatingplan/policyinformationandensuringasmoothandtimelybusinessprocess
- ManagingandmaintainingapreciserecordofpipelineandsubmittedbusinessinordertobeabletoupdateclientsandAdviseraccordingly
- SendingLettersofAuthority
- Collateandevaluateclientpolicy/investment/pension
- ResearchingproductsandfundsusingsoftwaresuchasSelectAPensionandFEAnalytics
- GeneralAdministrationandclientsupportduties
- Createandmaintainclientfilesandenterdetailsontoback-officedatabase
- SubmittingNewBusinessoninternalandexternalsystems
- Preparepaperworkforpre-saleandpost-sale
- Maintainregularcontactwithclients,bookingclientsinforannualreviewsandmanagementofreviewprocess
- Monitoringoftrailfees,Invoicingclientsfornewandongoingfeeswhereapplicableandsubsequentmonitoringandfollowup
- Developabroadknowledgeoffinancialproductsincludingbothindividualandemployerpensionknowledge,investmentsandprotectionproducts
Theidealperson-Administrator
- AbilitytobuildstrongworkingrelationshipswithboththeIFA,andtherestoftheteam.
- Previousexperienceofworkingwithinasimilarrolewithinafinancialservicesbusinessisdesirable.
- ExperienceusingFinancialresearchtools.
- Workingtowardsdiplomaqualificationpreferred,butnotessential.
- Itisessentialthatyoupossessstrongcommunicationskills,haveahighattentionfordetail,andhaveinterpersonalandorganisationalskillswiththeabilitytoworkinabusy,funandprofessionalenvironment.
- Youmustbehappytoworkonyourownandaspartofateamandhaveexcellenttimemanagementskills.
- GoodITskillsincludingOffice365.
- Capableofmeetingdeadlinesandbeingabletoprioritiseeffectively.
- Goodtelephonemanner.
Benefits -Companypensionscheme|Deathinservice|25daysannualleave|FlexibleBenefits|Birthdayasanadditionaldayoff|Opportunitytopurchaseadditionalholidays|Enhancedfamilyfriendlypolicies|Cycletoworkscheme
Ifthisroleisofinterest,pleaseapplywithanup-to-dateCV.Weaimtorespondtoallapplicationswithin10days.BysubmittingyourCVyouconsenttoitbeingretainedforuseinconnectionwiththisandfuturerelevantand/orsimilarvacancies,youcanofcourse,optoutofthisatanytimebyemailingus.FullPrivacyNoticecanbefoundonourwebsite.