Current Vacancies
Financial Planner
consultant: James Ackland reference: JA-6090 Location: Somerset
Salary: £60000 per Annum Contract: PermanentFinancial 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 developmentsAdd to Folderreference: JA-6090
Financial Planner
consultant: James Rendell reference: JR-6060 Location: Birmingham, West Midlands
Salary: £40000 per Annum Contract: PermanentIndependent 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 statusAdd to Folderreference: JR-6060
Financial Planner
consultant: James Rendell reference: JR-6403 Location: Bristol
Salary: £60000 per Annum Contract: PermanentFinancial Planner
Location: Bristol
Salary: £25,000 - £35,000 OTE £55,000Our 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 timesResponsibilities
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/Experience5 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 opportunitiesAdd to Folderreference: JR-6403
Financial Planner
consultant: James Rendell reference: JR-6408 Location: Brighton, Sussex
Salary: £55000 per Annum Contract: PermanentInvestment Manager
Location: Brighton
Salary: £45,000 - £55,000 + benefitsAn 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 clientsSkills 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 advantageousAdd to Folderreference: JR-6408
Financial Planner
consultant: James Rendell reference: JR-6411 Location: Cheltenham, Gloucestershire
Salary: £55000 per Annum Contract: PermanentFinancial Planning Manager
Location: Cheltenham
Salary: £45,000 - £55,000 + benefitsAn 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 clientsSkills 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 advantageousAdd to Folderreference: JR-6411
Financial Planner
consultant: James Rendell reference: JR-6819 Location: Salisbury, Wiltshire
Salary: £60000 per Annum Contract: PermanentPosition: Senior Financial Planner
Location: Wiltshire
Salary: £40,000 - £60,000We 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 teamIf 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 referralsSkills:
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 desirableQualifications:
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 adviceBenefits:
Paraplanners and Admin Support
Private Banking Team
Investment Management Team
Executive Management Team
Back Office Departments
Introducer NetworkAdd to Folderreference: JR-6819
Financial Planner
consultant: Isabelle Madams reference: NL-6036 Location: Bristol
Salary: £55000 per Annum Contract: PermanentPosition: Financial Planner
Location: Bristol
Salary: £50,000 - £55,000We 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 referralsSkills:
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 desirableQualifications:
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 adviceBenefits:
Paraplanners and Admin Support
Private Banking Team
Investment Management Team
Executive Management Team
Clients (& Client representatives)
Back Office Departments
Introducer NetworkAdd to Folderreference: NL-6036
Fund Administrator
consultant: James Rendell reference: JR-6795 Location: Glasgow, Lanarkshire, Lanarkshire
Salary: £18000 per Annum Contract: PermanentFunds Administrator
Location: Glasgow
Salary: £18,000My 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 managersResponsibilities:
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 attitudeKey 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 detailAdd to Folderreference: JR-6795
Household Underwriter
consultant: Ross Bennett reference: RB-6216 Location: Eastleigh, Hampshire
Salary: £37000 per Annum Contract: PermanentHousehold 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 writingAdd to Folderreference: RB-6216
HR Advisor
consultant: Damien Kelland reference: DK-6432 Location: Salisbury, Wiltshire
Salary: £25000 per Annum Contract: PermanentHR 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 serviceAdd to Folderreference: DK-6432




