Pension & Investment Administrator Job at Social Value Portal Ltd (Horsham)

Investment Support Administrator - Client Reporting

This is a desk-based, process driven role to generate and issue annual valuation...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate targeted number of Annual valuation reports, updating the CRM with valuations and transactions
Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs
Support in the delivery of Quarterly Transactional reports including audit through quality checking
Support in the delivery of Ex-post costs and charges statements including audit through quality checking
Provide support for the other services where required
To respond to telephone and low risk inbox queries, escalating where necessary
Work with Supervisor to develop new methods of carrying out existing tasks to increase efficiency
Maintain agreed diary management and record keeping processes relating to reporting, to ensure appropriate audit trails are kept in line with the company and compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Investment Support Administrator

This is a process driven role with the purpose of generating switch forms throug...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

New

Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Ea...

Location

United Kingdom

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Have worked within a Financial Advisor/ Wealth management practice for at least 3 years
Knowledge of investments, pensions and protection products
Achieved or working towards Diploma level Financial Services qualifications

Job Responsibility

Provide Administration support to the Financial Advisor
Organising client files for meetings, preparation of valuations and product research
Submission of new business applications, monitoring through to completion
Ability to process Pension transfers and replacement business
Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
Prepare draft suitability reports for clients
Liaising with clients and professional bodies
Managing/updating business pipeline and all client files
Organising appointment diary and advisor meetings
General Administration duties

Fulltime

Financial Advisor

Brook Street Recruitment is partnering with one of our Wealth Management clients...

Location

United Kingdom , Newtownards

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Level 4 Diploma in Regulated Financial Planning (or equivalent)
Proven experience delivering regulated financial advice across pensions and investments
Strong technical knowledge of pensions, investments, taxation, and protection planning
Excellent communication and relationship management skills
Client-focused with strong organisational skills and attention to detail
Ability to operate within structured advice and compliance processes

Job Responsibility

Deliver regulated financial advice in line with company standards and The Openwork Partnership framework
Manage and develop relationships within an existing client bank
Conduct annual reviews and provide ongoing holistic financial planning advice
Advise clients across pensions, investments, and protection products
Identify additional advice opportunities through client relationships and referrals
Ensure all advice is compliant, fully documented, and aligned with Consumer Duty requirements
Work collaboratively with administration and para-planning teams to ensure smooth case progression
Maintain accurate and up-to-date client records using CRM and back-office systems
Support wider business objectives through professionalism, consistency, and high-quality advice delivery

What we offer

Competitive basic salary
Performance-related bonus linked to advice activity, client servicing, and quality measures
Private medical insurance
Death in Service benefit
Employer pension contribution
Existing client bank provided
Full administration and operational support
Long-term career development within a growing and established financial advice business

Fulltime

Treasury Associate

DUTIES : Participate in development and execution of various corporate treasury ...

Location

United States , Detroit

Salary:

Not provided

General Motors

Expiration Date

Until further notice

Requirements

Master’s degree in Business Administration, Finance, Economics, Accounting, or related field of study
Three (3) years of experience as an Assistant Vice President, Credit Analyst, Rating Analyst, or related occupation
Three (3) years of experience with each of the following: Financial tools, including ROIC and IRR
Knowledge of corporate finance principles, including ability to perform balance sheet analysis, income statement analysis, cash flow statement analysis, and capital structure analysis
Application of basic accounting principles
Excel, modeling, and financial valuation skills
Performing financial analysis and utilizing analytical skills to optimize a range of inputs and scenarios to support effective decision-making
Business writing
Preparing various reports and presentations to facilitate collaboration across team members
Analysis of how inflation, interest rates, and exchange rates (including currency conversions) influence financial outcomes to provide critical insights to inform decision-making

Job Responsibility

Participate in development and execution of various corporate treasury functions, including capital planning, liquidity and cash management, capital markets activity, relationship management with banks and rating agencies, and hedging activity
Perform critical treasury jobs, including Capital Planning & Corporate Finance, Corporate Special Projects, Debt & Equity Capital Markets, Foreign Exchange & Commodities, Cash Investments & Structured Finance, Auto Finance, Treasury Operations, Supplier Finance Risk Management, Pensions Strategy and Pension Asset Management
Cooperate with individuals within and outside the group, including cross-functional partners
Solve problems and develop new methods of analysis to streamline decision-making
Search out and correct inconsistent data and find and fix root cause of inconsistencies
Craft positive relationships with a broad range of functions throughout the organization
Hybrid Work Policy - 3 days In-office, 2 days remote - Must be able to report to local office

Fulltime

Treasury Associate

DUTIES: Participate in development and execution of various corporate treasury f...

Location

United States , Detroit

Salary:

Not provided

General Motors

Expiration Date

Until further notice

Requirements

Master’s degree in Business Administration, Finance, Economics, Accounting, or related field of study
Three (3) years of experience as a Corporate Development Associate, Corporate Development Analyst, or related occupation
Three (3) years of experience with the following: Financial tools, including ROIC, NPV, and IRR
Knowledge of corporate finance principles, including ability to perform balance sheet analysis, income statement analysis, cash flow statement analysis, and capital structure analysis
Application of accounting principles
Excel, modeling, and financial valuation skills
Performing financial analysis and utilizing analytical skills to optimize a range of inputs and scenarios to support effective decision-making
Business writing: summarize and recommend clearly in verbal or written communications
Preparing various financial reports, analyses, and presentations to facilitate collaboration across team members

Job Responsibility

Participate in development and execution of various corporate treasury functions, including capital planning, liquidity and cash management, capital markets activity, relationship management with banks and rating agencies, and hedging activity
Perform critical treasury jobs in various teams, including Capital Planning & Corporate Finance, Corporate Special Projects, Debt & Equity Capital Markets, Foreign Exchange & Commodities, Cash Investments & Structured Finance, Auto Finance, Treasury Operations, Supplier Finance Risk Management, Pensions Strategy and Pension Asset Management
Cooperate with individuals within and outside the group, including cross-functional partners
Solve problems and develop new methods of analysis to streamline decision-making
Search out and correct inconsistent data and find and fix root cause of inconsistencies
Craft positive relationships with a broad range of functions throughout the organization

Fulltime

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Pension & Investment Administrator

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