Current Vacancies

• Financial Planner

  consultant: James Ackland reference: JA-6090 Location: Somerset
  Salary: £60000 per Annum Contract: Permanent

  Financial Planner - Financial Planning
  Salary: Up to £60,000 D.O.E
  Location: Somerset

  
  Our Clients progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.

  You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.

  
  Responsibilities:

  
  Setting up meetings with clients
  Finding out about clients' current finances and future plans
  Researching financial products
  Explaining details of products so that clients can make informed choices
  Meeting sales targets
  Negotiating with providers of financial products
  Keeping detailed records
  Producing financial reports

  
  skills:

  
  IFA desirable and FPC qualified
  Competent adviser status
  Excellent standard of written and verbal communication with ability to liaise with people at all levels
  Awareness of industry trends and developments

  Add to Folderreference: JA-6090

• Financial Planner

  consultant: James Rendell reference: JR-6060 Location: Birmingham, West Midlands
  Salary: £40000 per Annum Contract: Permanent

  Independent Financial Adviser
  Location: Bristol
  Salary: Self-Employed plus benefits and support

  
  Our client is looking for a competent Independant Financial Adviser with a proven income for the last 12 months primarily in the area of Investment and Pensions. Our Client advises affluent clients providing a high quality service, business management and development
  You will be an Industry Professional with the confidence and ability to offer a first class level of customer service to your portfolio of high net worth clients

  
  Duties and Responsibilities:

  
  Grow your own portfolio of high net worth clients
  Administration is carried out for you allowing you time to concentrate on building your client bank
  You will receive Personal and Business development opportunities
  You will be supported by pension and investment specialists, enabling you to develop your business

  
  Skills and Qualifications:

  
  The right candidate will have CAS and will be or working towards Diploma status

  Add to Folderreference: JR-6060

• Financial Planner

  consultant: James Rendell reference: JR-6403 Location: Bristol
  Salary: £60000 per Annum Contract: Permanent

  Financial Planner
  Location: Bristol
  Salary: £25,000 - £35,000 OTE £55,000

  Our client is a market leader in providing personal and corporate solutions to a customer base which stretches nationwide
  They are seeking an experienced advisor to provide holistic advice whilst providing a service that exceeds the expectations of customers at all times

  Responsibilities

  Consistently providing a quality of advice and customer service
  Deliver a full financial planning service to clients whilst focusing on driving additional business leads Acting swiftly on leads generated by the support team
  Full fact-finding is encouraged on every occasion and fact-find documents show an understanding of the client's current circumstances, their future goals and aspirations and their current priorities
  Completing appropriate research to ensure your solutions are of the highest level
  To provide exceptional advice and service that exceeds the expectations of customers at all times
  To contribute to the companies business success through conservation of existing customers and lead generation by gaining referrals from existing clients
  To comply with all legislative, financial, policy, procedural and quality requirements
  To maintain a positive working environment where the team cohesively work towards shared goals
  To operate as efficiently as possible to help the company meet set targets
  To build individual skills within the team by ensuring that industry knowledge is kept up to date
  Completing relevant examinations to broaden skills and employability
  To provide all reports, information and responses to requests for information to management in a timely and effective manner
  To source new clients by generating referrals from existing customers
  All suitability letters are written so that a clear understanding can be gained by an unconnected third party of the exact solutions that have been recommended
  Performance targets are met as agreed with Manager
  To meet all internal and external quality and compliance standards
  To maintain a positive and enthusiastic environment working cohesively towards achieving shared goals by demonstrating teamwork
  To evaluate own performance along with your sales manager against key performance indicators with the aim to improve skills by seeking and undertaking training where appropriate
  
  Qualifications/Experience

  5 O Levels/GCSEs including English and Mathematics
  Hold the Diploma in Financial Services
  Previous experience as a competent financial advisor
  Technically strong with a tenacity to succeed
  Be respectful and courteous
  Approachable and friendly
  Work as an individual as well as part of a team
  Show enthusiasm, positivity and proactively seek to generate new opportunities

  Add to Folderreference: JR-6403

• Financial Planner

  consultant: James Rendell reference: JR-6408 Location: Brighton, Sussex
  Salary: £55000 per Annum Contract: Permanent

  Investment Manager
  Location: Brighton
  Salary: £45,000 - £55,000 + benefits

  An RDR ready, national wealth management company are looking for a qualified Investment Manager for their Brighton office. The role will revolve around discretionary portfolio management so you will need to be at least Level 4 qualified with the ability to work with professional and high new worth clients

  Duties

  Responsible for the management of a portfolio of clients
  Developing new clients
  Providing factual advice for a broad range of clients

  Skills and Qualifications

  CISI Qualified (Diploma qualified)
  RDR Compliant
  IMC Qualified
  Demonstrable experience of Client Investment Management
  Have an in-depth understanding of financial markets, wealth management and compliance
  A client bank without a covenant would be advantageous

  Add to Folderreference: JR-6408

• Financial Planner

  consultant: James Rendell reference: JR-6411 Location: Cheltenham, Gloucestershire
  Salary: £55000 per Annum Contract: Permanent

  Financial Planning Manager
  Location: Cheltenham
  Salary: £45,000 - £55,000 + benefits

  An RDR ready, national wealth management company are looking for a qualified Financial Planning Manager for their Cheltenham office. The role will revolve around discretionary portfolio management so you will need to be at least Level 4 qualified with the ability to work with professional and high new worth clients

  Duties

  Responsible for the management of a portfolio of clients
  Developing new clients
  Providing factual advice for a broad range of clients

  Skills and Qualifications

  CISI Qualified (Diploma qualified)
  RDR Compliant
  IMC Qualified
  Demonstrable experience of Client Investment Management
  Have an in-depth understanding of financial markets, wealth management and compliance
  A client bank without a covenant would be advantageous

  Add to Folderreference: JR-6411

• Financial Planner

  consultant: James Rendell reference: JR-6819 Location: Salisbury, Wiltshire
  Salary: £60000 per Annum Contract: Permanent

  Position: Senior Financial Planner
  Location: Wiltshire
  Salary: £40,000 - £60,000

  We are excited to offer an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client are a well respected and well known independent provider of a wide range of products and services including tax, financial advisory and investment management
  This first class highly reputable organisation are looking to recruit a Chartered or nearly Chartered Financial Planner to their Wiltshire based team

  If you are looking to develop a long term career withn an organisaion that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity

  Duties:

  Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services
  Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
  Develop new business opportunities from your existing Clients, introducers and referrals

  Skills:

  Expert knowledge of investment and banking with an excellent understanding of the industry
  An established Financial Planning history with a successful track record in working with HNW Clients and professionals
  Experience in providing a fully holistic advice to clients with excellent people skills
  Background in Wealth Management is desirable

  Qualifications:

  Full Financial Planning Certificate (or equivalent) is essential
  At least AFPC qualified (or equivalent) is essential
  Achieved Chartered/Certified Planner status (or close to achieving)
  At least 5 years' experience giving advice

  Benefits:

  Paraplanners and Admin Support
  Private Banking Team
  Investment Management Team
  Executive Management Team
  Back Office Departments
  Introducer Network

  Add to Folderreference: JR-6819

• Financial Planner

  consultant: Isabelle Madams reference: NL-6036 Location: Bristol
  Salary: £55000 per Annum Contract: Permanent

  Position: Financial Planner
  Location: Bristol
  Salary: £50,000 - £55,000

  We are excited to offer an opportunity with a leading private bank that prides itself on providing holistic bespoke advice focusing on providing a close, friendly realtionship with their clients.
  This first class highly reputable organisation specialises in financial planning, discretionary investment management and private banking services are looking to recruit a Chartered or nearly Chartered Financial Planner to their Bristol team.

  If you are looking for an opportunity to develop a long term career withn an organisaion that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity.

  Duties:

  Develop relationships and advise HNW Clients on complex products, wealth structuring, retirement planning and banking services
  Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
  Develop new business opportunities from existing Clients, introducers and referrals

  Skills:

  Expert knowledge of investment and banking and understanding of the industry
  Significant Financial Planning experience with a successful track record in working with HNW Clients
  Experience in providing a fully holistic advice
  Background in Wealth Management is desirable

  Qualifications:

  Full Financial Planning Certificate (or equivalent) is essential
  At least AFPC qualified (or equivalent) is essential
  Achieved Chartered/Certified Planner status (or close to achieving)
  At least 5 years' experience giving advice

  Benefits:

  Paraplanners and Admin Support
  Private Banking Team
  Investment Management Team
  Executive Management Team
  Clients (& Client representatives)
  Back Office Departments
  Introducer Network

  Add to Folderreference: NL-6036

• Fund Administrator

  consultant: James Rendell reference: JR-6795 Location: Glasgow, Lanarkshire, Lanarkshire
  Salary: £18000 per Annum Contract: Permanent

  Funds Administrator
  Location: Glasgow
  Salary: £18,000

  My client is a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporate, professional practices, and non-profit organisations
  With offices in various locations across the UK and Ireland, a large workforce and an international capability, their aim is to provide an innovative global service.
  This team specialises in providing traditional stockbroking and investment management services and developing personal relationships between clients and senior fund managers

  Responsibilities:

  Processing of all income received in our custody bank accounts.
  Daily monitoring of the dividend diary to ensure all entitlements are updated accurately into the core system to ensure accurate NAV calculation
  Monitoring of the reports to ensure no duplicate entitlements or receipts affect the funds
  Production of KPI information and statistics
  Ensure all daily and non-daily tasks are completed to an excellent standard, and any anomalies are reported to your superior within agreed time-scales
  To ensure you meet all KPI's relevant to your business area
  On-going review of all tasks within your designated area, ensuring that improvements are made which ultimately results in enhanced client servicing
  Contribute to and assist with any initiatives
  Respond to telephone enquiries in a timely and professional manner
  Log, maintain and respond to written client enquiries
  Ability to provide cover to an agreed standard all tasks undertaken within the team
  Ensure adherence to in-house compliance procedures attending annual compliance briefing
  Ensure adherence to and familiarity with regulatory guidelines (FSA) and rules as specified by external bodies
  Attend internal/external training seminars as appropriate to enhance your development
  Contribute to collation of the team procedures manual
  Provide team manager with weekly management information statistics relevant to your duties
  Attend and contribute to internal team meetings and raise relevant issues with your line manager
  To assist with training any new recruits to the team
  Support and adapt to changes relevant to your business area with a positive attitude

  Key Skills:

  Excellent communication skills, both written and oral, will be required to communicate problems and updates to colleagues and external parties
  Work as part of a team providing support to colleagues and managers
  Proficient in adopting a methodical approach to work with good organisational skills
  Technical Experience with sound knowledge of team and business area
  Methodical approach to problem solution
  Focusing on delivering internal and external customer satisfaction
  Satisfied through relevant experience or works toward IAQ award or equivalent
  Experience within a Dividends function
  Computer literate
  Accuracy and attention to detail

  Add to Folderreference: JR-6795

• Household Underwriter

  consultant: Ross Bennett reference: RB-6216 Location: Eastleigh, Hampshire
  Salary: £37000 per Annum Contract: Permanent

  Household Underwriter
  Salary: £25,000 - £37,000
  Location: Eastleigh
  
  An excellent opportunity has opened up at one of the UK leading Insurance companies for an experienced Household Underwriter looking to further their career. The successful Candidate will be expected contribute to the profitable development and maximise the performance of the Insurance Household accounts by assisting in the development and improvement of pricing and products through all distribution channels.
  
  
  Responsibilities
  
  
  Maintain comprehensive technical and key account records and ensure that key account underwriting and pricing are documented to ensure compliance
  Ensure that policy wording and technical content of other documentation, including guides, are updated to meet business needs and to statutory, legal and compliance requirements
  Develop and recommend new underwriting concepts utilising market and competitor analysis
  Provide underwriting support internally and externally in training, compliance, pricing, audit and system testing / development to maximise the efficiency of the accounts
  Provide underwriting support in the development of IT systems to correctly apply rating and underwriting rules in more efficient ways
  
  
  Skills
  
  
  Underwriting knowledge & experience; Knowledge and experience of working in a Household Underwriting environment
  Awareness of the market and legal / industry developments
  IT skills and knowledge; word processing and spreadsheet applications
  Effective communicator both verbally and in writing

  Add to Folderreference: RB-6216

• HR Advisor

  consultant: Damien Kelland reference: DK-6432 Location: Salisbury, Wiltshire
  Salary: £25000 per Annum Contract: Permanent

  HR Advisor
  Location: Salisbury
  Salary: £25,000 - £35,000

  
  This is an excellent chance for an HR consultant to take on a new role working for a market leader in all HR areas

  
  Duties and Responsibilities:

  
  Reporting to the Head of HR and deputising where necessary
  Key experience within: Employment Law and legislation; Employee Relations; Performance Management; Disciplinary & Capability management; Resourcing and Succession planning
  Responsible for the delivery and support of all HR policies and procedures, with the focus on adding value to the business through HR strategy
  Develop and maintain all relationships both internal and external
  Able to respond flexibly and positively to changes in the requirements of this post
  Design and implement HR policies in line with legislation and business requirements
  Ensure that all relevant legislative requirements, including those relating to discrimination are embedded in the development of project and policy work and in all the advice provided to line managers and others
  Coach, support, mentor and challenge management at all levels in the application of HR policies and practices, provide advice and guidance on complex HR issues in order to minimise risk and financial exposure

  
  Skills and Qualifications:

  
  CIPD or part-CIPD qualified
  Used to working autonomously but within and part of a team
  Excellent interpersonal and communication skills
  Good influencing skills
  Good analytical, problem solving and decision making skills
  Excellent time management and the ability to work to deadlines
  Up-to-date knowledge of employment law and best practice
  Committed to delivering good customer service

  Add to Folderreference: DK-6432