Current Vacancies

• Customer Service Advisor

  consultant: James Rendell reference: JR-6129 Location: Surrey
  Salary: £22000 per Annum Contract: Permanent

  Annuity Co-ordinator
  Salary: Up to £22,000 plus benefits and bonus
  Location: Surrey

  
  You will provide a friendly and efficient service for customers within a thriving fast paced call centre environment
  Play a major part of this well respected firms continued success by processing leads and applications to reach agreed levels of quotations and sales
  Process of all administrative tasks relating to policies within the set service standards in a professional manner working to FSA regulations whilst striving to maintain first class customer service levels
  Deal with customer queries and make necessary updates to their details
  Build strong working relationships with sales teams and administrative staff
  Maintain a high level of product knowledge to competently deal with general customer enquiries on Annuities
  Understand and respond effectively to ever changing needs of all customers; reviewing and recommending improvements to the controls that are in place to ensure both internal and external customers are treated fairly
  Support the evolving cultural environment of the business; identifying and demonstrating the behaviours and actions that encourage the company's value set

  
  Skills and Knowledge

  
  Excellent telephone manner with an emphasis on customer service
  Excellent communication skills across various media channels including letter, email and telephone
  Team player who can work in a fast paced challenging environment
  An interest in the Financial Services sector in particular Life and Pensions
  Hold the CF1 qualification - advantageous though not essential
  Organised with good administration and time management skills
  Preparation and planning skills with keen attention to detail
  Able to apply technical knowledge to customers offering practical and effective solutions
  Genuine focus on quality, customer service and results

  Add to Folderreference: JR-6129

• Employee Benefits Consultant

  consultant: James Ackland reference: JA-6091 Location: Yeovil, Somerset
  Salary: £45000 per Annum Contract: Permanent

  Employee Benefits / Group Personal Pensions Consultant
  Location: Yeovil
  Salary: £35,000 - £45,000

  I am looking for an Employee Benefits Advisor who is looking for a new challenge within an organisation that will support new development opportunities and provide back office support.
  This is an exciting opportunity for a technically proficient individual with strong networking and business development qualities to make their mark in the market,

  
  Responsibilities:

  
  Take on the management of our existing schemes including the review of legacy schemes
  Developing the Employee Benefits proposition to include; Death in Service schemes, PHI schemes, Directors Share Purchase and Partnership Protection
  Develop business with existing clients from other areas of the business

  Skills:

  Experience of Group Personal Pensions / Benefits
  Excellent standard of written and verbal communication with ability to liaise with people of all levels
  Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness

  Add to Folderreference: JA-6091

• Paraplanner

  consultant: James Rendell reference: JR-5325 Location: Cheltenham, Gloucestershire
  Salary: £50000 per Annum Contract: Permanent

  Pensions Paraplanner
  Location: Gloucestershire
  Salary Indicator: £40,000 - £50,000

  This is a superb opportunity to take the lead on a high profile pensions position supporting key partners within a quality IFA Practice through the production of reports and pensions analysis. The right candidate will have an extremely strong Pensions background combined with a history of being in a client facing role

  Duties and Responsibilities:

  Drafting tender documents and presentations
  Conducting research, analysing and presenting the results using the appropriate modelling tools
  Responsible for the drawing up of all client communications
  The installation of a new Defined Contribution scheme and salary sacrifice arrangements
  Excellent Communication skills with both colleagues and clients
  A duty to uphold the correct industry Compliance procedures

  Skills and Responsibilities:

  You will require excellent Pensions knowledge and be from a background where you are already advising clients
  Specialist Pension Transfer Credentials such as AF3 or G60 along with J04 J05 advanced pensions qualification
  An extremely strong background of tax/trust planning, investments and specialist pensions such as SIPP.
  The ability to discuss pension issues within a wider commercial context and to understand the role of developing new solutions to these issues
  At least 3 to 5 years experience in a similar role.

  Add to Folderreference: JR-5325

• Pension Review Specialist

  consultant: James Rendell reference: JR-6064 Location: Kent
  Salary: £30000 per Annum Contract: Permanent

  Position: Pensions Transfer Specialist
  Location: Kent
  Salary: £30,000 negotiable + commission

  This organisation are an expanding IFA company looking for an experienced Pension Specialist to join the office in Kent.
  This role would suit a pensions specialist or a paraplanner looking to take on a more technical role.

  Duties:

  To check the suitability of a occupational pension transfer transactions
  Provide timely and appropriate reports to Senior Management on the conduct of occupation pensions transfer business
  Ensure that all appropriate solutions to the principles of suitability and best advice have been addressed in the reports
  Ensure that appropriate analytical systems and relevant data have been used to assess such comparisons in a precise, measurable manner

  Skills and Qualifications:

  Hold the G60 or AF3 exam (or equivalent)
  JO4 or JO5 exams
  Have at least two years relevant and immediate experience

   

  Add to Folderreference: JR-6064

• Pension Review Specialist

  consultant: Isabelle Madams reference: NL-5906 Location: Bristol
  Salary: £36000 per Annum Contract: Permanent

  Position: Pensions Transfer Specialist
  Location: Bristol
  Salary: £36,000

  One of the most well known and highly respected Independent Financial Advisers in the South West is looking to recruit a Pensions Transfer Specialist to support their expanding network.
  This role would suit a pensions specialist or a paraplanner looking to take on a more technical role.

  Duties:

  To check the suitability of a occupational pension transfer transactions
  Provide timely and appropriate reports to Senior Management on the conduct of occupation pensions transfer business
  Ensure that all appropriate solutions to the principles of suitability and best advice have been addressed in the reports
  Ensure that appropriate analytical systems and relevant data have been used to assess such comparisons in a precise, measurable manner

  Skills and Qualifications:

  Hold the G60 or AF3 exam (or equivalent)
  JO4 or JO5 exams
  Have at least two years relevant and immediate experience

  Add to Folderreference: NL-5906

• Pensions Administrator

  consultant: James Rendell reference: CR-6643 Location: Salisbury, Wiltshire
  Salary: £18000 per Annum Contract: Permanent

  Account Executive(Pensions)
  Location: Wiltshire
  Salary: £16,000 - £18,000

  Brief Summary

  Our client is looking for professional Account Executives responsible for building and maintaining relationships with IFA's and clients. Here lies a challenging and exciting opportunity with one of the UK's largest Financial Services organisations within their Operations Department.

  Working within a small team, you will be responsible for undertaking a variety of pension administration tasks. You will become a point of contact for your own portfolio of IFA's and clients, whilst managing and priortising your work loads to produce work to the highest of standards.

  Key Responsibilities include:
  
  The processing of New Business Applications
  To process Contributions and transfer payments
  Establishing and maintaining Investment Manager Accounts
  Income withdrawal calculations
  Death, annuity and exits
  Dealing with written, telephone and general enquiries
  Updating and maintaining IFA and Client details
  To provide exceptional customer service
  Working within the defined company policies and procedures

  Experience required:

  Pensions and/or Investments knowledge
  Good analytical and problem solving skills
  A team player with the ability to work independently using your own initiative
  First class Customer Service skills
  Strong written and verbal communication skills
  Clear attention to detail with Good numerical skills
  Excellent time management and the ability to work to deadlines
  
  Benefits include:

  Pension Scheme
  23 days holiday (plus Bank Holidays)
  Private Health Care
  Childcare Vouchers
  Season Ticket Loan

  Add to Folderreference: CR-6643

• Pensions Administrator

  consultant: James Rendell reference: JR-6621 Location: Bristol
  Salary: £18000 per Annum Contract: Permanent

  Pensions Administrator
  Salary: £18,000
  Location Bristol

  
  Our client is pioneers in offering bespoke pension products across the UK. They are seeking Pensions Administrators to work within their offices in a Central Bristol location. This is a superb opportunity to join a market leader that offer excellent career prospects and future progression

  
  Responsibilities:

  
  Liaise with both Company clients in writing and on the telephone
  Have a good working knowledge of the Process Management System
  Deal with Pension refunds
  Administer any changes to employee, employer, net and gross changes as well as overfunding checks
  Deal with conversions, carry back and carry forward calculations
  Assist in project work when necessary
  Transfers and open market options
  The arrangement of payment of benefits and quoting relevant maturity options
  Administering annuities
  Dealing with complaints, conversions and escalations
  Dealing with Drawdown and GAP products
  Dealing with any complex cases
  Check over colleagues letters before sending
  Handle any correspondence about the company's pension products demonstrating knowledge of the policies and any legislation that affects them
  Ensure company procedures are adhered too

  
  Skills and Qualifications

  
  Sound understanding of Pension legislation and regulatory requirements
  Strong product knowledge of DB and DC schemes
  Exceptional organisational ability
  Excellent communication skills with a confident telephone manner
  A good education including Mathematics and English
  A pro-active team player

  Add to Folderreference: JR-6621

• Pensions Manager

  consultant: Isabelle Madams reference: IM-6779 Location: Cardiff, Glamorgan
  Salary: £60000 per Annum Contract: Permanent

  Senior Pension Consultant
  Location: Cardiff
  Salary: Up to £60,000 DOE
  
  An exciting opportunity for a Senior Pensions Consultant to join a leading Actuarial and Employee Benefit Consultancy based in South Wales who specialise in the development of Pension Schemes and other Employee Benefits. You will joining an organisation that Prides themselves on offering tailored and practical solutions to their clients needs. The business has propelled it self forward within the market by maintaining a skilled workforce that has a strong desire to succeed within the fast changing Financial Markets. Throughout the region the team is respected for their ability to provide quality advice while staying true to their strong ethics and values.
  
  
  Responsibilities:
  
  
  Provide leadership and coordination of services, ensuring the effective supply of expertise and information
  Design and brand the development of company pension schemes
  Develop new avenues of growth and revenue through assisting with seminars and building strong personal and professional networks promoting the Firm and raising its profile
  Manage relationships with a portfolio of clients ensuring the delivery of high quality advice and service is provided
  Effectively Communicate, in a non technical manner, proposed solutions, complex technical issues and ideas
  Prepare for and attend meetings/trustee meetings providing specialist advice and guidance in respect of company pensions, investment and or employee benefits
  Assist and support the development and training of knowledge and skills for clients including assessing the needs of individual trustees
  Work with clients to establish objectives, instigating regular updates to ensure achievement of agreed objectives
  
  Skills
  
  You will have extensive experience within the Pension/Investment/Risk market within an FSA regulated environment and will be suitably qualified to offer regulated advice (CF30 would be advantageous)
  Defined Contribution (DC) & Defined Benefit (DB) skills are essential along with GPP, Stakeholder and CIMP experience
  Experience of business development and understanding of commercial awareness
  Demonstrate diplomatic, persuasive and strong listening skills
  Good computer skills in Microsoft Word and Excel.

  Add to Folderreference: IM-6779

• Project Manager

  consultant: Damien Kelland reference: DK-6887 Location: Bristol
  Salary: £60000 per Annum Contract: Permanent

  Project Manager
  Location: South West
  Salary: £45,000 - £60,000

  
  Superb opportunity for a Project Manager with a proven track history of working in the Financial Services sector especially within Pensions and Employee Benefits to join the project management team of a global outsourcing company

  
  Requirements:

  
  Proven work history in Financial services especially within the Employee Benefits and Pensions sector
  You will have a background in I.T. or software
  Experience in taking major projects through the full cycle
  Must have the gravitas to deal with senior people, the client manager for many projects will be at board level
  Preferably a graduate, someone with an excellent educational background
  Preferrably be Prince2 qualified
  Significant experience within a client facing role
  Must have implemented new services with a software element
  Vendor management or 3rd party management skills would be desirable
  Ideally you will come from a business analyst background having dealt with implementations and projects within a programme environment
  The company is a highly professional outfit so you will have excellent etiquette, and be punctual and articulate

  Add to Folderreference: DK-6887