Current Vacancies

New Business Producer
Location: Bristol
Salary Indicator: £Negotiable

We are looking for 3 sales professionals to join a well established Commercial Insurance Broker working within the Lloyds Market that is setting up a new office in the Bristol area. The successful candidates will be joining a reputable organisation with strong links and ties in the South West. Working within a team of 3 you will be going after large SME and Corporate clients with back office support to service the business, allowing the sales team to concentrate on producing.

This is a fantastic opportunity to join an expanding organisation at the early stages of growth; my client is looking for people with General Insurance background in Personal Lines and Commercial who demonstrate a hunger for Insurance sales. Product training will be provided.

In return for your efforts you will be provided with a Car Allowance, excellent basic and commission. Salaries will be based on what your targets are set at and what you believe you can realistically achieve.

Responsibilities:

Build strong lasting relationships within the market
Develop a pipeline of strong clients
Accurately obtain information to enable the office to prepare quotations, market and place new within the relevant regulations and office procedures
Maximise new business revenue stream from personal activities
Maintain and improve quality of personal prospect database
Generate and create new business ideas and techniques in a compliant framework

Skills:

Experience of Personal Lines or Commercial Insurance
Ability to present to Senior Management and Directors
Excellent communication, interpersonal and relationship building skills with good client facing experience
Proven sales and / or business development ability
Excellent communication, interpersonal and relationship building skills with good client facing experience

Multinational Operations Lead - Casualty and Property
Location: London/Chelmsford
Salary: £70,000 - £100,000

To act as a leader for Multinational business by setting and managing the framework by which service excellence is delivered through the Multinational Client Centre (MCC) and local regional servicing. This will include developing, maintaining and enhancing Multinational rules and standards and working closely with the Stakeholders to report and manage service performance and IT requirements

Responsibilities:

Set, own and track Service Level Agreements (SLA's) and Key Performance Indictors (KPI's)
Set, own and track service and IT enhancements
Process and Control framework owner
Understand, validate and document regional business variations
Own and manage standard business tools and templates such as wordings and standard master conditions
Provide Business technical support to all areas of the business from Underwriting to local servicing teams
Manage Quality Assurance activities to ensure that Multinational frameworks are adhered to
Manage regional User Groups

Skills:

Strong operational and service background, with hands on experience of running teams to tight service levels in complex environments
Insurance background preferably in an underwriting environment with Multinational insurance experience
Excellent verbal and written communication skills
Experience of business processes (Lean Six Sigma)
Experience of managing complex business / IT change initiatives
Experience of working in a global business with diverse cultural demands

PA for the Finance Department
Location: Bristol
Salary: £16,000 - £22,000

This is an superb opportunity to join the Finance Department of a top Accountancy firm in Bristol, providing secretarial and administrative support to the unit which has been established to provide regulated investment advise to the firm's Equity Partners

Main Responsibilities:

Provide full confidential secretarial support to the Senior Financial Planning Manager and Financial Planning Manager and the team of advisers including diary management, scanning, appointments, filing, arranging meetings, is proactive in reminding Managers of meeting attendance and pre-empting needs for meetings, telephone enquiries, diary management etc.
Copy and audio typing, email monitoring for Managers
Provide administrative assistance to the Equity Partner Financial Planning Department.
Prepare paperwork associated with the setting up of new clients including engagement letters.
Dealing with required client identification procedures.
Assisting colleagues during periods of holiday and sickness.
Opening and distribution of incoming post.
Assisting with the provision of refreshments/lunches for meetings.
Preparation and clearing of meeting rooms, including equipment required.
Ability to cope with lengthy documents, use of Firm's templates and corporate style at all times.
Ensures and maintains the strictist adherence to client confidentiality in all dealings and adheres to Firm's risk management policies.
Organising couriers, taxis and Manager travel arrangements when required.
Carries out any other duties to meet the needs of the business.

Skills and Qualifications:

The right candidate must have experience in using a Financial Database, preferrably 1st
Maths and English Language at GCSE grade C or equivalent
Educated to A Level or equivalent
University Graduate or equivalent
RSA or other typing qualifications, proven of 55 words per minute
Previous experience of working at this level
Established organisational and computer skills (email,internet, Word and Excel)
Experience of working in a professional/office environment/related work experience
Experience of using Microsoft packages, including Word, Excel, Powerpoint, as well as internet and email

Interest in FP work and willingness to study towards FP exams
Knowledge of Lotus Notes

Paralegal
Salary: £25,000
Location: Birmingham

An excellent opportunity is currently available for an enthusiastic and committed Paralegal to work within in the Personal Injury department, in our clients Birmingham Offices. The successful candidate will ideally have solid Personal Injury experience, including some experience of pursuing personal injury claims in foreign jurisdictions and will be keen to develop their knowledge within International Travel Litigation.

Responsibilities
Collating and preparing evidence for litigation such as quantum witness statements and other legal documents,
Reviewing medical records and case management documents
The successful applicant will also assist with client communications, arrange client appointments and liaise with case managers, therapists, teachers and other legal and medical professionals

Skills
Good communication skills are essential
Enjoy working in a busy environment, take a flexible approach to work, are able to use their own initiative and have the drive and ambition to develop their skills.
Excellent client care skills, excellent time management with the ability to multi-task and keep to deadlines

Paraplanner
Location: Yeovil
Salary Indicator: £23,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to a member of the Senior Management team who leads a team of Professional IFA's.

Responsibilities:

Preparation of detailed Reports in accordance with the Firm's standards and compliance guidelines
Experience of talking face to face with new clients regarding all aspects of Financial Planning, and dealing with any queries
Research product details to provide appropriate recommendations to fee earners and/or Assistant Managers
Provide Technical Support to the relevant Consultants
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Diploma in Financial Planning
At least 3 years experience working with a Financial Planner
A strong knowledge of Investment, Protection and Retirement Products, Trusts and Wills, and the Taxation of investments.
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients
Experience of working with 1st software

Paraplanner
Location: Melksham
Salary Indicator: £23,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Paraplanner
Location: Shepton Mallet
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Investment Paraplanner
Location: Staverton
Salary: £26,000 - £30,000

This is an excellent opportunity to join the Finance Planning Department of a top 40 Accounting Practice. The role will entail offering investment advice support to the Consultant and Partner

Duties and Responsibilities:

Preparing recommendations and writing financial planning reports.
Creating monthly valuations.
Meeting with a range of clients including elderly and High Net Worth
Liaising with product providers and professional connections.
Excellent Product knowledge whilst continuously researching investments
Continuing Professional Development through examinations

Skills & Qualifications:

Attention to detail is essential.
Articulate - able to communicate effectively in verbal and written form
A team player who can work alongside the Financial Administration Team.
Highly organised, methodical, analytical and disciplined.
Proven knowledge and experience of investments advice and planning is preferable,
Experience of dealing with elderly and / or High Net Worth Clients would be desirable
At least CF 1-5 or equvalent and continuing Professional Development towards Chartered / Diploma Status.

Administrator / Paraplanner
Location: Bristol
Salary: £15,000 - £18,000

This is an excellent opportunity to join an established IFA who is looking to grow their back room staff. They have been established for more than 25 years, dealing with Whole of Market Products, and have positive plans for post 2012. This is a fantastic chance to develop your career within the Financial Sector

Responsibilities:

Admin and Paraplanning support for the IFA's
Technical and Product research to give advice to IFA's
The preparation of Reports and Valuations from standardised Templates
Understanding of Compliance issues including a familiarity with TCF
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills and Qualifications:

Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate
The ability to deal with High Net Worth clients on the phone or face to face
CF 1-5 or relevant other qualifications would be a plus
A familiarity with Financial Back office systems
The drive to develop oneself within the industry

This is a special opportunity due to the timing. As the office expands the right candidate will have the choice to move into whichever qualified field of Financial Planning they desire with support from the Directors. Any contacts brought into the company will be remunerated with 25% commission on initial business, and there is an end of year bonus dependant on personal KPI's and company performance.
There is also a generous pension on offer.

Administrator / Paraplanner
Location: Bristol
Salary: £18,000 - £23,000 + Benefits

This is an excellent opportunity to join a new and growing Financial Planning Company, providing both Administration and Paraplanning support to the Directors. It will suit a candidate who is well organised and able to work on their own initiative, preferably with a strong financial services background. The role will initially be largely administrative with some research/paraplanning elements. However, as the company develops, there will be opportunities for the individual to move in various directions, such as client management, paraplanning or office management.

Responsibilities:

Admin and Paraplanning support for two IFA's
Administration of new mortgage applications
Administration of group pensions and other corporate benefits
Monthly business reports including commission reconciliation
Developing relationships with local businesses such as Accountants and Lawyers
Carrying out required administration for new and existing clients on the company Wealth Management Platform, currently held with Standard Life, as well as other propositions when required
Researching product details and technical issues to provide appropriate recommendations to fee earners
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate
Extremely high level of Technical and Industry knowledge
Knowledge of the Standard Life Platform would be extremely beneficial
A proven History of the ability to speak with High Net Worth Clients
Must have an eye for opportunity and show initiative
Aiming to be Diploma qualified by 2012
Familiarity with Back Office systems Simply Biz would be an advantage
The drive to develop oneself within the industry

This is a special opportunity due to the timing. As the office expands the right candidate will have the choice to move into whichever qualified field of Financial Planning they desire with support from the Directors. Any contacts brought into the company will be remunerated with 25% commission on initial business, and there is an end of year bonus dependant on personal KPI's and company performance.
There is also a generous pension on offer.