Career 
Opportunities

Building positive working relationships and providing a professional first class service for clients is of the upmost importance to Alexander Beard and the role of Receptionist has this responsibility as the first point of contact. If you feel you have a welcoming disposition and an interest in the financial services industry, then please read on.

Alexander Beard are currently recruiting for a full time Receptionist based at our Head Office on the outskirts of Ellesmere Port and within 20 minutes from Chester. The role will be from 9am – 5pm, Monday to Friday and will include, but not limited to the following duties:

· Being the main and first point of contact for all incoming telephone calls and visitors

· Scanning files/documents

· Managing all incoming and outgoing post as well as dealing with courier bookings.

· The preparation and collection of archive boxes.

· Ordering of office stationery/supplies and liaising with suppliers (milkman/window cleaner/cleaners)

· Arranging collection of the confidential waste bins

· Arrange travel and hotel bookings for colleagues where necessary.

· Provide administrative support to other departments as required.

· Preparation of refreshments for Executive Chairman and visitors/meetings where appropriate.

· Ordering of lunches for inhouse meetings / training sessions

The ideal candidate will therefore have excellent communication and organisation skills with a good understanding and knowledge of Microsoft Office. Accuracy and attention to detail is essential, in particular when scanning and checking documents. Someone who has worked in a similar environment who is able to demonstrate skills in prioritising and time management will be of interest. As such, qualifications in NVQ Administration or equivalent would be desirable however those from a strong administrative background will also be considered.

Benefits of working for Alexander Beard include:

· Excellent staff retention

· Annual Leave starting at 25 days per year (plus Statutory Bank Holidays).

· A monetary loyalty bonus after 5, 10, 15 and 20 years’ service.

· Flexible Working options

· Staff Profit Share Scheme

· Death in Service Scheme

· Income Protection Scheme

· Work place Pension

· Company sick benefits

· A day off on your Birthday

· Positive approach to Learning and Development opportunities

· Free car parking

· EAP

· Recruit a Friend Bonus Scheme

· Departmental and Company Social Events

If this is the next opportunity that you are looking for, please send your CV to anne.hogan@abg.net along with a covering letter demonstrating why your feel you are the right candidate for the role.

Our International Employee Benefits Division are looking to expand their team and would like to hear from individuals with either existing employee benefits/group schemes experience or demonstrable administration experience. This role will give you the opportunity of working within a forward-thinking and growing international financial services Company and being involved with the full employee benefits lifecycle.

Our Employee Benefits division covers GPP’s, Group Life, Income Protection, Critical Health amongst numerous other products. Our administrators are involved in processing new business applications, maintaining client records, dealing with day-to-day queries from scheme members, processing leavers and joiners, issuing annual statements and processing group scheme renewals amongst other tasks.

If you have experience of working in employee benefits, you will have knowledge of working with products such as pensions, GPP’s, PMI, Income Protection, Group Life and Critical health. You will have a keen eye for detail and be passionate about excellent customer service as well as proven organisation and communication skills. Our administrators need to adapt to different client’s needs and therefore routine processes may vary per client. Therefore, candidates should be competent in handling different processes. Accuracy above all is key.

Founded in 1987, Alexander Beard is an international organisation (www.abg.net) with a proven track record of providing a broad spectrum of financial services in the UK and abroad. Services range from corporate financial advice and individual financial planning in the UK, to specialist financial services such as overseas pension transfer arrangements for expatriates. The company headquarters encompass modern spacious offices based on the outskirts of Ellesmere Port which are conveniently located near to the M53 and M56, with additional offices in Yorkshire and London. The UK business has a long-standing workforce of 44 personnel, all focused on providing a high-quality service to clients.

Benefits of working for Alexander Beard include:

· Annual Leave starting at 25 days per year (plus Statutory Bank Holidays).

· A monetary loyalty bonus after 5, 10, 15 and 20 years’ service.

· Flexible Working options including hybrid working

· Staff Profit Share Scheme

· Death in Service Scheme

· Income Protection Scheme

· Work place Pension

· Company sick benefits

· A day off on your Birthday

· Positive approach to Learning and Development opportunities

· Free car parking

· EAP

· Recruit a Friend Bonus Scheme

· Departmental and Company Social Events

If this is the next opportunity that you are looking for, please send your CV to anne.hogan@abg.netalong with a covering letter demonstrating why your feel you are the right candidate for the role.

Are you looking for your next opportunity within Financial Services and keen to join a forward thinking international expanding Company? If so, Alexander Beard have an exciting new opportunity for a Financial Services Administrator.

Alexander Beard is an international financial services business with our Head Office located just off Junction 8 of the M53 (where the role is based). We have two branch offices in Yorkshire and the West End of London and international offices in San Francisco, Perth, Den Bosch, Lyon and Johannesburg.

The role of Financial Services Administrator supports both of our UK IFA Wealth Division and our Expat and Emigration division where you will be the first point of contact for clients dealing with their administrative duties. In our wealth division the role will include processing of new business applications; inputting new business and ensuring new and existing records are kept up to date. The role will also encompass producing client’s valuations and following client reporting procedures along with other administration duties. Within the Expat division, responsibilities will include completing product research, inputting risk profilers from client documents, preparing annual reviews and preparing invoices for the accounts team. The role will also support with reception cover during lunch and annual leave periods.

This is a permanent full time post working 35 hours a week and will be office based although consideration will be given to hybrid working for 1 day a week from home.

The ideal candidate will therefore have excellent communication and organisation skills with a good understanding and experience of using a Computer, specifically in using Microsoft Word and Excel. Experience in using Advisor Office (or working with a similar back office system) would also be desirable as would evidence of completing regulatory exams (or equivalent) an understanding and knowledge of compliance within financial services. Experience of working with mortgages would also be advantageous. However experience of working within an IFA and/or wealth division is mandatory.

Benefits of working for The Alexander Beard Group include:

· Excellent staff retention

· Annual Leave starting at 25 days per year (plus Statutory Bank Holidays).

· A monetary loyalty bonus after 5, 10, 15 and 20 years’ service.

· Flexible Working options and hybrid working

· Staff Profit Share Scheme

· Death in Service Scheme

· Income Protection Scheme

· Work place Pension

· Company sick benefits

· A day off on your Birthday

· Positive approach to Learning and Development opportunities

· Free car parking

· EAP

· Recruit a Friend Bonus Scheme

· Departmental and Company Social Events

If this is the next opportunity that you are looking for, please send your CV to anne.hogan@abg.net along with a covering letter demonstrating why your feel you are the right candidate for the role.