At Optimum we are always looking for talented individuals to add to our already well-established team. If you would like further information on any current or possible future vacancies or to discuss a possible career with Optimum please send your CV with a covering letter to [email protected].

 

Senior Administrator

Main location : Colchester, Essex
Schedule : Full-time
Working Week : Full Time
Salary : £20,000.00 to £26,000.00 /year
Closing date :

Description

Senior administrator required within our new and existing business team. Experience within the financial service industry is vital including knowledge of investment platforms, such as Standard Life Wrap, Old Mutual Wealth, FundsNetwork and Elevate. Also experience with using Intelligent Office (IO) would be beneficial, although training in IO would be provided. The role will include working with the advisers, preparing the relevant regulatory and application documents for clients, to submitting and processing investment business right through to completion. Also the role will include completing withdrawals as per clients requests and the rebalancing of funds following client annual reviews.

Due to the nature of the role, attention to detail and accuracy is a must. Aside from processing investments, you will also be corresponding directly with our clients and providers/platforms.

Applicants will need the following;

1.3 Years minimum experience in the financial services industry

2. Experience using investment platforms

3. Will have a firm knowledge of Microsoft word and Excel

4. Strong numeracy skills

5. The ability to work collaboratively and effectively as part of a small team

6. Strict attention to detail and accuracy

7. Strong communication skills with clients and providers

Apply via email

Client Account Executive

Main location : Colchester, Essex
Schedule : Full-time
Working Week : 8:30am to 5:00pm (Monday to Friday)
Salary : To be discussed depending on experience

Description

We are currently looking for an administrator to join our existing team. The role will include the processing of new business cases, servicing existing clients’ plans/investments and various other general administration tasks. The position would be on an employed basis. Package and salary will depend on the current level of experience and qualifications, to be discussed on an individual basis. Please note, at least some experience of working at an IFA firm is essential for the role available. Knowledge and experience of Intelligent Office and investment platforms such as Standard Life Wrap is also desirable, though not compulsory.

Apply via email

Financial Planner

Main location : Colchester, Essex
Schedule : Full-time
Working Week : 8:30am to 5:00pm (Monday to Friday)
Salary : To be negotiated on an individual basis

Description

We are currently looking for quality advisers, preferably with IFA experience, with or without an existing client bank, to expand our financial adviser team. The position would be on an employed basis. Package would be discussed on an individual basis.

Apply via email

Trainee Paraplanner

Main location : Colchester, Essex
Schedule : Full-time
Working Week : 8:30am to 5:00pm (Monday to Friday)
Salary : To be discussed depending on experience

Description

We are currently looking for a trainee paraplanner to join our administration team. Initially the role will include a combination of technical and administrative work, with progression to full time paraplanning in the future. The ideal candidate will have experience of working in an IFA firm and be motivated to progress and develop their technical knowledge, including taking industry exams. There may also be potential to move into a trainee adviser role in the future. The position would be on an employed basis. Package and salary will depend on the current level of experience and qualifications, to be discussed on an individual basis.

Apply via email