Clifton Asset Management Ltd

25/11/2024

🔴 Vacancy alert

Job Title: IT Support Assistant

Location: Office-based Ham Green, Bristol (Hybrid Working)

View this vacancy here: https://uk.indeed.com/job/it-support-technician-7068eafa855b99a7

The IT Support Assistant works within the IT Support team and provides effective 1st line support to all staff, at all levels, across all offices (local and remote), on-site at the Bristol office or remotely. Their responsibilities include the 1st line investigation and resolution of all IT issues, and to assist in the delivery of an efficient and reliable IT support service, escalating queries to 2nd line IT where required. They will also contribute to routine maintenance tasks, upkeep of documentation, and maintaining accurate records of support requests. The IT Support Assistant also helps at the 1st line troubleshooting network connectivity issues, escalating to 2nd line support where required.

To Apply:

If you're ready to bring your skills to a growing company with a supportive team and exciting future, we’d love to hear from you!

Please Email: [email protected]

19/06/2024

🔴 Vacancy Alert

Job Title: Adviser Support (office based role)
Location: Aberdeen
Length of Contract: Permanent
Hours: Full-time, Monday – Friday

We are on the lookout for a passionate and driven individual to join our expanding team and make a real impact! As part of our Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.

In this role, you’ll be responsible for carrying out tasks in a pooled resource environment working with a diverse and growing client pipeline, balancing both existing relationships and new opportunities. With a mix of proactive and reactive responsibilities, we need someone with a strong administration focus who always puts the client first.

We are looking for an experienced professional who’s not afraid to challenge the status quo to enhance our processes and guarantee an excellent client experience every time

Salary range depending on experience: £25,000.00 - £30,000.00 per year

Closing date: 03/07/2024

If you know of anyone interested in applying for the role, or want to apply yourself, please contact [email protected]

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01/05/2024

🔴 Clifton Asset Management Vacancy Alert

At Clifton Asset Management Plc, we pride ourselves on being a forward-thinking organisation at the forefront of technological innovation. We offer a diverse range of products and services designed to meet the evolving needs of our customers, from tailored financial advice to cutting-edge pension products, investment platform services, and discretionary fund management. We are committed to providing our clients with the tools and expertise they need to achieve their financial goals, with a focus on innovation, integrity, good customer outcomes and client satisfaction.

Role Overview: The Compliance Analyst will assume a pivotal role in our commitment to regulatory compliance and fostering positive customer outcomes under the FCA’s Consumer Duty requirements. Working closely with the Group Head of Compliance, they will be instrumental in ensuring strict adherence to regulatory mandates while championing excellence in customer outcomes and customer service.

Closing date: Friday May 31st 2024

If you know of anyone interested in applying for the role, or want to apply yourself, please visit: https://uk.indeed.com/job/compliance-analyst-f249052cdc4b0ca9?_gl=1*1v092ll*_gcl_au*MTAyNzkyNDAxLjE3MTM5NjYwMDg.

25/04/2024

🔴 Morgan Lloyd Pensions Vacancy Alert!

Morgan Lloyd is looking for a hardworking and professional Pensions Administrator to join their team. The individual will manage a portfolio of SSAS and SIPP pension schemes and undertake various administrative duties within strict deadlines to a high standard.

For this position the individual should be able to use their strong organisational and communication skills to provide excellent customer service. The individual will have an understanding of the financial industry and be confident with dealing with Financial Advisers and clients in a fast-paced environment.

An understanding of various investment options such as SSAS loanbacks and commercial property purchases is required.

You can learn more about the role and apply here: https://uk.indeed.com/job/pension-administrator-792d6ea501d48b6f

If you know of anyone interested in applying for the role, or want to apply yourself, please contact [email protected] or [email protected]

Closing Date: 08th May 2024

05/01/2024

🔴 Morgan Lloyd Pensions Vacancy Alert!

We have a new and exciting SIPP Administration Team opportunity available here at Morgan Lloyd.

Morgan Lloyd is looking for a hardworking and professional individual with exceptional customer service skills to join our SIPP administration team. You will liaise directly with external Financial Advisers and investors, setting up and managing a wide variety of investments across our range of Self Invested Personal Pension (SIPP) products.

For this position you should be able to use your strong organisational and communication skills to provide excellent customer service. You will have experience and knowledge of master trust SIPP administration and be confident with dealing with external customers in a fast-paced environment.

You can learn more and apply for the role here: https://uk.indeed.com/job/sipp-team-administrator-8a2ec29a4d42fd3a?_gl=1*1jsqx43*_gcl_au*MjEyMjI4NDQwMi4xNjk3MTkzMjE2

If you know of anyone interested in applying for the role, or want to apply yourself, please contact Luke Walker – [email protected]

18/10/2023

Vacancy Alert - Adviser Support

Job Type: Full time
Team: Adviser Support & Paraplanning
Salary band: 5
Salary range: £25,000 - £30,000 (depending on experience)
Closing date: Monday 13th November 2023

The individual will work as a part of a growing team in order to drive forward solutions for our clients and ensure we deliver a professional level of customer service. The individual will be highly organised and have proven ability in managing a large pipeline of clients; both existing and new. The role is both reactive and proactive and therefore requires someone with a strong sales focus, while ensuring the client remains at the heart of what we do each day.

Please visit indeed for more information and to apply:

Clifton Asset Management Plc

08/08/2023

Vacancy Alert - Accounts Assistant

Vacancy: Accounts Assistant
Job Type: Full time – 12-month fixed term contract
Team: Finance Credit Control Team
Salary band: 3
Salary range: £21,000 - £25,000 (depending on experience)
Closing date: Friday 14th August 2023

Please visit indeed for more information and to apply:

Clifton Asset Management

19/07/2023

Clifton is looking for an Administrator to join the Adviser Support & Paraplanning Team. The details of the role are as follows:

Job Description

The individual will work as a part of a busy administration support team to provide various administrative services. A key function will be to deal with tasks from a work queue, ensuring tasks are complete accurately and within set timescales.

The role will include the answering of incoming telephone calls, processing letters of authority, managing post and circulating to advisers/ paraplanners, processing client money transactions and working on data cleansing projects amongst other office based duties.

Desired Skills and Expertise
• Experience of working in customer focused administration environment
• Experienced with the use of Microsoft Office (Teams, Outlook, Sharepoint)
• Being able to complete tasks accurately and in a set timescale
• Ability to multi-task and prioritise effectively
• Competent corresponding via email and communicating by telephone
• Able to work as a team member and independently, when required
• Excellent interpersonal skills and the ability to solve problems
• Demonstrate a “can-do” attitude and be flexible to assist the team and others.

Please note you will be required to attend the office 5 days a week for the first month for training. Following the one month training period, you will be required to attend the office of a minimum of three days a week.

Salary range: £18,000 - £22,000

If you know of anyone interested in applying for the role, or want to apply yourself, please contact [email protected].

Closing Date: Friday 28th July 2023

Clifton Asset Management

23/03/2023

Clifton Asset Management Plc is looking for a Graduate Trainee to join the team.

The successful candidate will be part of the Proposition team whist working with various departments to gain a full understanding of the Clifton group. We are looking for an organised and proactive individual who wants to develop their career within a diversified financial services company.

The individual will support the company’s acquisition strategy, assist with implementing projects and improving systems and procedures.

Whilst building knowledge about all Clifton group businesses over a 2 year period the individual will:

Learn about the financial services industry
Gain an understanding of SSAS and SIPP pensions administration
Gain an understanding of investment platforms and discretionary fund management
Liaise with internal teams including pensions administration, finance and adviser support to gain a full understanding of the business
Develop and maintain knowledge of back office Microsoft Dynamics CRM System
Contribute to improving the back office system and testing changes
Support the Proposition team in delivering the company’s strategy to acquire businesses and grow funds under management
Carry out analysis of potential acquisition opportunities
Learn about working with third party product providers
Develop skills that enable the successful candidate to work effectively with clients and business partners
Assist with new and ongoing projects across the business.

This is an exciting opportunity for a motivated individual looking to build their career in the financial services industry.

Desirable skills include:

Competent in Microsoft Office packages including Word, Powerpoint and Outlook
Advanced knowledge of Microsoft Excel using formulas
Ability to quickly learn other IT packages
University Degree or NVQ Level 5
Excellent attention to detail and problem solving skills
Ability to multi-task and prioritise workload
Previous work experience working in a financial services environment is desirable but not essential
Strong written and verbal communication skills
Ability to work individually and within a team
A self motivator with a desire to learn
The role offers a graduate the opportunity to build essential skills and gain in dept knowledge of the Clifton Group providing a foundation for a successful career as a specialist, financial adviser or future leader.

Benefits package includes:

Salary - £20,000
Funding for financial services exams
Share option scheme
Company pension
Healthcare plan
25 days holiday

Closing Date: Friday 14th April 2023

If you would like to apply for this role please contact Carly Shute on [email protected]

24/02/2023

Vacancy Alert!

Morgan Lloyd Invest is looking for a Platform administrator to join the team.

Job Description:

· Liaise with ML Invest platform technology provider.
· Handle queries from financial advisers regarding use of the platform
· Operate platform helpdesk.
· Operate platform system.
· Operate and update back-office CRM.
· Adhere to company SLAs for dealing with queries.
· Monitoring Negative Cash balances
· Monitoring surplus cash on client accounts
· Monthly failed Direct Debits
· Check monthly regular withdrawals.
· Monthly Direct Debit timely investment check
· Monthly regular withdrawal monitoring
· Requesting full platform withdrawals
· Monthly EPIM DFM fees calculation splits and EPIM DFM invoices
· Monthly operational calls with platform technology provider
· Send monthly MI to DFM Managers
· Managing input of Acquisition migration packs
· Monitoring receipt of migration transfer money and updating CRM as required.
· Distributing monthly DFM factsheets/commentary and upload to EPIM website
· Daily input of ML SIPP contributions into back office
· Check monthly RAS payments to ML Invest
· Manage the Client Services email inbox.
· Update the platform technology provider error log.
· Check Client Quarterly statements and valuations.
· Monitor and manage MIS cash requirements.

Desired Skills and Expertise:

· Excellent telephone manner
· Minimum of 2 years’ experience in the financial services sector
· Basic understanding of investment platforms preferred.
· Excellent communication style both written and verbally.
· Excellent prioritisation and organisation skills with the ability to work to deadlines.
· Good numerical skills with an eye for deal
· Good analytical and problem-solving skills
· Able to work under pressure.
· Able to communicate with numerous internal departments and adviser firms.

If you know of anyone interested in applying for the role, or want to apply yourself, please contact [email protected]

Salary range: £20,000 - £24,000

Hours: Full Time

Closing date: 10th March 2023

09/09/2022

We are deeply saddened to learn of the death of HM Queen Elizabeth II, who dedicated her life to serving the people of the United Kingdom and the Commonwealth.

On behalf of everyone at Clifton Asset Management plc, we offer our sincerest condolences to the Royal Family at this very sad time.

Her Majesty was an inspirational symbol of public service and duty; she was also a consistent and reassuring presence throughout all of our lives.

08/08/2022

Come and join our incredible team at Clifton Asset Management Plc 😁

Take a look at our Paraplanner vacancy: https://lnkd.in/eTifBfnW