http://jobs.ftadviser.com/job-listing.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5Our client is an expanding, ambitious and extremely successful Chartered Financial Planning practice based in Cheshire with £77m funds under management. Having acquired two HNW client banks and with a current adviser due to retire at the end of the year, the firm is seeking to grow their advisory team to cope with demand for their services. The company is therefore in the envious position of being able to provide their existing and new advisers with access to wealthy individual and corporate clients which has enabled their advisers to earn in excess of six-figures, assisted by their extremely generous bonus structure. With further acquisitions likely this situation will only improve. Such clients have recently led to a £500,000 investment and £700,000 trust case, reflecting the quality of clients on offer. This is though an extremely dynamic and entrepreneurial young firm that wants to retain and build on its proactive culture. Therefore they are looking to secure individuals with either their own source of new clients or introducer relationships. By supplementing this they can enable the successful individual to consistently earn in excess of £100,000 alongside opening the path for that adviser to earn equity from an early stage or set-up their own practice within the group structure. Any individual with close ties with the Nantwich market would be of particular interest. This position would suit a range of different advisers; existing IFAs seeking additional client support, Private Bankers/Wealth Advisers from banks yearning for greater autonomy and the opportunity to provide holistic financial planning or indeed advisers from a tied/multi-tied background. The most important factor is the personality that underpins each consultant. Applicants will hold the Diploma as a minimum and ideally have or be moving towards Chartered status in keeping with the firm’s designation. Alongside the opportunity to earn significant amounts there is the opportunity to receive equity in the business from a very early stage and indeed the chance to set-up their own practice within the group structure. This practice therefore enjoys a number of key selling points, namely: six-figure earnings, equity, access to HNW clients and professional connections as well as the framework to establish your own firm under the group banner. They are successful, driven and highly ethical, underpinned by an extremely vigorous compliance and technical support function. It is therefore vital that candidates are able to demonstrate that they have the qualifications, sources of business and drive in order to be considered. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900. For other opportunities please visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=102662Tue, 1 May 2012 15:07:42 GMTA major UK financial services company is looking to recruit a National Head of Training who would have responsibility for the design and delivery of initial induction courses to experienced financial advisers as well as the management of a team of field based development managers. There may also be the requirement to develop and deliver other ongoing training as well. The ideal candidate would have a wealth of experience in both development and delivery of training to financial advisers, as well as experience of managing both internal and external resources to achieve training goals. This is a first class opportunity to become involved at a senior level within a major organisation. AF3282http://jobs.ftadviser.com/job-detail.aspx?id=102944Mon, 14 May 2012 08:40:25 GMTFinancial Planning Administrator - Bedford Salary up to £21,000 + benefits A high quality professional services firm are looking for an experienced Financial Services / Life & Pensions Administrator to join the firms back office. The role will be to administer pre and post sales business and assist the Department Manager in the day to day running of the team. - To have a complete understanding of the computer system and departmental procedures. - Oversee daily dairy/email/fax and scanning - Letter & Report generation for advisers - Preparation of individual quotations for advisers. -Processing of scheme/individual files i.e application forms, commission, compliance documentation. - Take responsibility for keeping your work up to date - Answer overflow calls within the office. - Liaison between consultant and clients/product providers. - Oversee training and ongoing supervision of other administration staff within the department Candidates must have strong life, pensions and investments experience and be able to communicate well with employee's, clients and third parties. The firm uses Avelo/1st Adviser so experience of this system would be advantageous but not essential. The firm is stable and offer an excellent career path through to more technical levels, i.e. Paraplanning or Advisory and will assist individual in obtaining professional qualifications. Please contact Sunny Everton on 08453 701 007 or send your CV directly to Sunny.Everton@IDEXConsulting.comPlease visit www.idexconsulting.com for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103022Wed, 16 May 2012 16:03:47 GMTParaplanner – Birmingham – Up to £32k + Benefits + Bonus Due to our Clients continued success, they are now seeking to employ an additional high calibre Paraplanner into their Private Client Team. Making an immediate contribution to the team, you will work closely with your allocated Consultants to deliver a top class service to Clients. Principle responsibilities include: •Prepare letters and technical reports for consultants, from a brief and/or client file information. •Research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy. •Review and comment on the suitability of existing pension, investment and protection arrangements. •Handle client correspondence of a technical nature on behalf of the consultants (which may include provision of specific information to clients). •Ensure that consultants are kept up to date/notified re any difficulties or non-standard matters, as appropriate. •Ensure timely & accurate implementation of any advice as required and ensure continuous communication with Consultants/Clients as appropriate. •Act as technical interface between consultant and client. •Proactively collate information required for reports. •Commercial awareness so as to produce reports in a sales format. The successful candidate will: •Possess strong knowledge of pensions, investments and protection related products and services. •Hold the Diploma in Financial Planning (or equivalent) or be making good progress to obtain the qualification. •Have previous Paraplanning experience, ideally within a pension specific environment and will have gained knowledge of report writing on IHT, Investments and Pension Transfers •Competent when using 1st Software This is an excellent opportunity for a qualified Paraplanner to join a team of high calibre individuals and progress their career to the next stage. Alongside a competitive salary our Client is offering a benefits package including private health cover, a non-contributory pension, life cover, income protection, sales incentive related bonus scheme and a full social programme. To find out more information about the role of for a free consultation, please contact Tony Bates on 08453 701 007 or email tony.bates@idexconsulting.com Footnote If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.Please visit www.idexconsulting.com for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103021Wed, 16 May 2012 15:37:25 GMTParaplanner – Birmingham – Up to £32k + Benefits + Bonus Due to our Clients continued success, they are now seeking to employ an additional high calibre Paraplanner into their Private Client Team. Making an immediate contribution to the team, you will work closely with your allocated Consultants to deliver a top class service to Clients. Principle responsibilities include: •Prepare letters and technical reports for consultants, from a brief and/or client file information. •Research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy. •Review and comment on the suitability of existing pension, investment and protection arrangements. •Handle client correspondence of a technical nature on behalf of the consultants (which may include provision of specific information to clients). •Ensure that consultants are kept up to date/notified re any difficulties or non-standard matters, as appropriate. •Ensure timely & accurate implementation of any advice as required and ensure continuous communication with Consultants/Clients as appropriate. •Act as technical interface between consultant and client. •Proactively collate information required for reports. •Commercial awareness so as to produce reports in a sales format. The successful candidate will: •Possess strong knowledge of pensions, investments and protection related products and services. •Hold the Diploma in Financial Planning (or equivalent) or be making good progress to obtain the qualification. •Have previous Paraplanning experience, ideally within a pension specific environment and will have gained knowledge of report writing on IHT, Investments and Pension Transfers •Competent when using 1st Software This is an excellent opportunity for a qualified Paraplanner to join a team of high calibre individuals and progress their career to the next stage. Alongside a competitive salary our Client is offering a benefits package including private health cover, a non-contributory pension, life cover, income protection, sales incentive related bonus scheme and a full social programme. To find out more information about the role of for a free consultation, please contact Emma Murray on 08453 701 007 or email emma.murray@idexconsulting.com Footnote If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.Please visit www.idexconsulting.com for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103020Wed, 16 May 2012 15:32:27 GMTGroup Pensions Administrator £18,000 to £22,000 plus benefits and bonus I am currently representing a growing IFA and Employee Benefits consultancy firm who provide complex pensions support and administration services to their clients. Due to continued growth they now require a new pension administrator to join their team to service and provide technical support for a wide range of schemes. The successful candidate will be responsible for the day to day administration of pension schemes, complex calculations and technical support. You will be responsible for providing excellent levels of customer service and will be accountable for the effective delivery of information and communications to customers. You will liaise internally with management and externally with trustees, policyholders and client’s senior management. You will have experience working with a portfolio of pension schemes gained within a consultancy environment, life office or third party administrator and you will be keen to develop your career further within this field.Please visit www.idexconsulting.com for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103019Wed, 16 May 2012 15:27:38 GMTOur client is a large accounting firm and is regarded as a progressing and professional services firm. Joining this company means that you will be part of a fresh approach, underpinned by a commitment to your development based on a structured training and development programme. They welcome applicants with a strong academic background, excellent communication skills, enthusiasm and an open-minded approach. You should be able to think laterally and act decisively. Purpose of Job: Individuals appointed to the role will be required to provide professional, effective and efficient supervision and leadership to the team. The Team Supervisor is to ensure the unit achieves business targets and service standards in a highly compliant manner, supporting the investment decisions from the Investment Management Team. A key element of the role in developing strong relationships with key service stakeholders: the Investment Management Team and Financial Management consultants, sales support and management, endeavouring at all times to maximise stakeholder satisfaction where practicably possible. In addition, the individual in this role is expected to manage the day to day operational transactional processing and incidents to ensure service requirements are delivered. At all times individuals in this role will be expected to perform, act and manage in line company vision. Whilst this is not a role that requires FSA authorisation, it does fall within the FSA’s training & competence regime. This role will therefore be subject to training and competence requirements and such necessary experience and qualifications are desirable to ensure company is aligned within current industry best practices. As part of the requirement to be competent to perform this role, individuals must have or be working to attaining the Investment Operations Certificate (IOC) qualification (also known as Investment Administration Qualification [IAQ]). Skills and attributes required: Minimum Qualifications - Must have or be working to attaining the Investment Operations Certificate (IOC) qualification (also known as Investment Administration Qualification (IAQ)) provided by the Chartered Institute for Securities & Investment. Ideally possess project management qualifications. Technical skills and attributes – Good team supervision ability, including ability to delegate in a controlled manner. Strong project management skills; must be able to prioritise, plan and organise their work and that of their team. Strong knowledge of investment management, wrappers and products. Experience of working within the Financial Services sector. Ability to work and deliver to tight deadlines e.g. dealing cut-offs. Understanding of financial services regulation including TCF, Data Protection and Money Laundering requirements. Understanding of HMRC ISA Plan Manager guidance and requirements, as well as general taxation of investment and investment wrappers. Strong understanding of workflow and exception based management and controls. Strong data skills to produce relevant and accurate management information. Tenacity and the ability to identify and analyse information is required. General skills and attributes: Strong analytical, problem solving and numeracy skills as well as a sharp attention to quality and detail. Strong communication skills – both verbal and written. Strong interpersonal skills; ability to build strong relationships both internal (including with FM Consultants and management) and external. High level of attention to detail. Sense of urgency & driven personality to work in a target driven environment. Experience of working with KPI parameters. Willing to work in a fast paced environment. Ability to use own initiative and be self-motivated and managed. Structured approach to task and diary management. Organised & efficient. Proficient working with Microsoft packages, in particular Excel, PowerPoint & Word. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=103018Wed, 16 May 2012 11:41:08 GMT£18 - £22k Central Bristol Defined Benefit Pensions Administrator My Client have an exciting opportunity for a Pensions Administrator to join one of their pensions teams centrally located in Bristol. The purpose of the Pensions Administration role is to provide a full pension’s administration service to clients and customers in an accurate, efficient and timely manner. Candidates will have recent experience of working within a pensions environment, ideally with Occupational Pension Schemes, defined benefit. Skills: 2 years Defined Benefit experience Sound understanding of the Pensions industryPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103017Wed, 16 May 2012 09:32:19 GMTTechnical Paraplanner - North Somerset – Salary dependant on experience Working within a specialist Wealth Management Company you will be providing Technical Support to one of the senior Directors. Main Duties •Gathering of information from clients and scheme trustees / managers to enable preparation of pensions and divorce and pension transfer analysis reports •Identifying errors and omissions in the information provided •Preparation of transfer analysis reports and associated documents •Preparation of draft reason why letters for sign off by Pension Transfer Specialist •Provide progress reports to introducers on agreed frequency •To assist with recording and accounting of fees •Provide a high standard of service to all existing clients Skills and Experience Required: •You will ideally have an Advanced Diploma in Financial Planning/Chartered Status •Previous experience of using the Adviser Office (1st) client database/back office system •A sound knowledge of Pensions & Trusts •Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103016Wed, 16 May 2012 09:31:16 GMTResearch Analyst Bath £25,000 - £30,000 Working with a leading Wrap Platform company, the successful applicant will be reviewing the clients’ presence and representation on 3rd party provider sites and adviser back office tools. Responsibilities •Assist the Sales Team in ensuring methods of achieving best representation of investment proposition is made on external tools. •Liaising with tool providers. •Creation of due diligence and other RFI documentation and responses. •Coordinating data for third parties such as platform comparison sites, provision of updates/survey/awards responses. •Work with Sales to provide investment research/analysis, respond to queries. •Marketing representation at Sales Meetings and provide support. Skills and Attributes •A strong knowledge of Investment and adviser back office tools •Excellent analytical skills and a Financial Services Background in a similar field is essential •Previous Wrap Platform experience would be beneficialPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103015Wed, 16 May 2012 09:30:39 GMTHead of Paraplanning and Research Salary negotiable Bristol My Client are a nationwide Wealth Solutions company and they are currently looking to recruit a Head of Paraplanning and Research for their new Bristol office. Part of the role will be to establish and manage a team of 10 Paraplanners as well as being a point of contact for technical support. For the right individual this will be a career defining role and an opportunity to be part of a global, blue chip Financial Services institution. Skills and qualifications •DipPFS or equivalent •A technical Paraplanning and Research background •Proven experience managing a team and working with senior managementPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103014Wed, 16 May 2012 09:28:01 GMTFinancial Controller / Management Accountant – Worcestershire - £35,000 - £40,000 An excellent opportunity for an experienced Financial Services Financial Controller/Management Accountant to join an expanding IFA Practice in Worcestershire. Job Role: •Bookkeeping •Payroll •Bank reconciliation •Chasing debtors (typically providers, sometimes clients) •Management accounts •Quarterly FSA returns •Assisting with budget planning •Job costing and profitability analysis The successful candidate will have experience gained from within Financial Services and experience of using Adviser Office will be an advantage.Please visit www.idexconsulting.com for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103013Tue, 15 May 2012 17:33:05 GMTOur clients are a market leading financial services organisation who are seeking a highly professional and experienced IFA Administrator to offer support to the team in Altrincham. You will provide a consistently high level of support with minimal supervision You role will include diary management, typing reports, memos and letters. Taking minutes at meetings and any other office administration duties as necessary. You will be liaising with internal and external contacts You will be arranging appointments and any necessary travel arrangements. The successful candidate must have experience from within an IFA practice. An FPC qualification (or equivalent) is desirable. An RSA qualifications (or equivalent) are also desirable. You should have excellent communication skills and be a confident relationship builder. You will display strong organisational skills and be able to plan and prioritise a busy work load. As your work may include confidential information, discretion is a must. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103012Tue, 15 May 2012 15:49:35 GMTOur clients is currently recruiting for an experienced Senior Paraplanner to join their team in Knutsford. THE ROLE •You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact and dealing with any queries raised •You will prioritise your work loads and arrange for requisite supporting material to be obtained •You will build strong relationships with clients and colleagues PERSON: •You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world •You should be able to plan and prioritise your own workload and work with minimum supervision •You will have excellent report writing skills and have a high technical knowledge KEY SKILLS REQUIRED: Fully CF/FPC qualified and diploma qualified is preferred. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103011Tue, 15 May 2012 15:48:54 GMTMy client is currently looking or an employed IFA to join their business in Manchester. This is a fantastic opportunity for someone to grow with their expanding business and potentially become a Partner. The successful candidate will ideally have some trail to bring with them but this is not essential and a proven track record in developing new business and consistent billing is more important. The company have an enviable reputation in the market and as such this is an outstanding opportunity for an advisor to become part of the exciting growth. The advisor that they seek will be provided with full marketing support, high quality leads generated via their professional introducers and full technical back office support to include a paraplanner. The organisation takes great pride in the service that they deliver to clients and are therefore keen to recruit a highly polished advisor who focuses on best advice for clients at all times. Benefits: Basic £25k to £35k with £5k car allowance. Target for bonus to kick in 3x basic. £75k – 100k 35%, 100-125k 45% & 125k + 55% Group life cover 4 x salary 24 days holiday l (includes 3 between xmas/new year) plus all statutory Exams & support Person should ideally be Diploma qualified For more information please contact Graeme Hyland on 07896 933622 or email Graeme Hyland at graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103010Tue, 15 May 2012 15:48:33 GMTOur clients is an Ultra HNW IFA Practice and they are currently looking for a highly professional and experienced IFA Administrator to support their team in Southport • You will provide a consistently high level of support with minimal supervision • You will be liaising with internal and external contacts and attend client meeting when necessary. • You will be arranging appointments and any necessary travel arrangements. • The successful candidate must have experience from within an IFA practice. • CF/FPC is essential (or equivalent), 1st Software (Avelo) knowledge and experience of WRAP platforms and SIPP Administration • You should have excellent communication skills, articulate, and be a confident relationship builder. • You will display strong organisational skills and be able to plan and prioritise a busy work load. • As your work may include confidential information, discretion is a must. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103009Tue, 15 May 2012 15:48:24 GMTMy Client is currently looking for an experienced IFA to join their business in Sunderland. Based in their Sunderland office you will provide a full independent financial planning service to the practices HNW clients. THE ROLE AND CANDIDATE • You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, coupled with your ability to encourage and motivate others will underpin your drive to build new and existing business with clients, securing strong relationships at all levels. • Demonstrable record of high sales success • Proven knowledge of FSA regulations and all codes relevant to the business to ensure compliance at all times • Ability to identify and manage sales opportunities through an understanding of products, funds, markets and relevant financial instruments • A commitment to professional development and the drive to work towards professional qualifications as required. • Knowledge of and capability to proactively communicate with team and clients • Independent, forward thinking and influential individual that can demonstrate a hands on approach • Ability to generate business from new and existing clients and to develop and maintain strong relationships • SIPP and SSAS background desirable • Pension transfers, scheme servicing experience • Client generation through accountancy sources • Demonstrate extensive knowledge of advanced financial planning. • Dealt extensively with private clients • Attend adviser conferences and team meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Suitable candidates for this role will have a successful track record over a period of time with high levels of fee and commission income. Candidates will ideally be Diploma qualified or working towards this, and have the desire to achieve Chartered Financial Planner status. A transferable client bank is not essential for the successful candidate. This is a fantastic opportunity with a great basic salary, commission structure and benefit package. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103008Tue, 15 May 2012 15:48:00 GMTMy client is currently looking for an IFA Administrator who is also experienced in Marketing for their business in Leeds. This is a rare and exciting opportunity to join an RDR ready company that is forward thinking and growing. THE ROLE You will be responsible for the high quality care and administrative affairs of a group of high net worth private wealth management clients. You will also be expected to arrange PR and marketing events and to liaise with Directors and other third party professionals. REQUIREMENTS Excellent computer literacy Applicants with Financial Services Qualifications preferred Excellent face to face, written and telephone communication skills A confident and positive personality Experience within a marketing or PR background would be an advantage Individual must have self direction and be comfortable with a degree of autonomy Salary £20,000-£25,000 + Bonus depending on experience and qualifications. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitmet.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103007Tue, 15 May 2012 15:47:44 GMTAn exciting opportunity has arisen to join a growing financial services firm in Liverpool. They are looking for an experienced Financial Services Administrator to join their office in Liverpool. The main function of the role is to provide administrative support within the office including reception tasks and secretarial duties as required. THE ROLE •Arrange meetings, manage diaries, handle telephone calls for the Liverpool office •Manage the reception desk (as applicable): ensure all visitors are greeted and announced; handle and direct all general phone calls and messages •Obtain standard reports and customised query reports from the computer system, by inputting the parameters required •Maintain the integrity of the contact management systems with accurate data •Order all bulk items, including stationery, office supplies, foodstuffs etc for the office and maintain and control appropriate stock levels •Where refreshments are required internally, order and prepare the food for those attending e.g. working lunches, training courses etc. •All administration tasks as required e.g. photocopying, printing, envelope stuffing and despatching mailshots. •Type letters and reports as directed •Update database with revised client details Only Candidates with IFA or Investment administrative experience will be considered for the role. Salary for the role is dependent on experience. To find out more about the role of for a free consultation please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103006Tue, 15 May 2012 15:47:03 GMTProject Manager South Yorkshire Up to £45,000 An opportunity for an experienced Project Manager to join one of the UK's largest insurance and risk management providers to run and deliver projects from initial concept through to implementation. THE ROLE You will manage the whole project lifecycle within this interesting position. You will discuss initial ideas with the Project Team and ensure that all documentation (including requirement analyses and specifications) are prepared to a high standard. You will be responsible for the completion of all relevant testing (i.e. user, system, integration and lifecycle testing); making sure that all testing is written into the project plan and executed on time and to a satisfactory standard. You will then ensure that all relevant sign off is obtained before commissioning the project(s) to go live, followed by a post implementation review. Throughout the whole process, you will be responsible for ensuring that the team are working to agreed project milestones and chair regular meetings so that all issues and be raised, recorded and resolved. You will also be accountable for the preparation of regular reports to show progress to the business and other relevant parties. THE PERSON For your application to be considered, you must have a strong background in Project Management within either pensions or flexible benefits (though working within a FSA regulated environment may also be considered). You will have a proven track record of coordinating financial and human resources and have superior relationship management skills. You must also be willing to travel UK-wide on a regular basis. PRINCE2 qualification (or equivalent) would be preferred, though not essential. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103005Tue, 15 May 2012 15:46:45 GMTPensions Administrator – Birmingham - £20,000 - £25,000 An exciting opportunity for an experienced Pensions Administrator to join a team which has significantly grown to put them as one of the largest specialist corporate pensions advisers. This growth is expected to continue over the next year and beyond and our client is looking to recruit outstanding individuals with a commercial edge. Job Role: • There is a wide variety of work available - many of the projects are bespoke and unique and being an expanding business means that the opportunities are there for you to find your niche in the team. • Routine tasks including logging post, photocopying and filing • Basic administration duties such as updating the pensions administration database with change of addresses • Logging and returning original certificates/identification • General office duties • Ad hoc tasks as and when required Skills and Experience Required: • Experience gained within a similar role • 5 GCSE's/O'levels including Maths and English (or equivalents) • Interest in Tax & Pensions • Good knowledge of Excel, Word and Outlook • Demonstrate good administrative skills, proving that you are both organised and flexible with a high attention to detail • Be a motivated team player • Be able to manage conflicting work priorities and to work in busy environment • Have good communication skills face to face/phone/email and be able to deal with all levels of staff on a daily basis • To maintain a professional attitude at all timesPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103004Tue, 15 May 2012 15:45:09 GMTPart Qualified Actuary – Cheltenham - £35,000 - £45,000 An exciting opportunity for an ambitious part or recently qualified Actuary to join an independent firm of actuaries and consultants based in Cheltenham. Our client offers a full range of services to trustees, employers, insurance companies and individuals. The business is based on a culture which aims to provide all of their clients with a high-quality professional service through strong personal relationships and tailored solutions. This role will suit an enthusiastic applicant ready to apply sound technical skills to an active consulting role, being the lead day-to-day contact on a portfolio of clients, providing support to the Scheme Actuary and helping to develop junior members of the team. To be successful you will need to have excellent technical skills, be sensitive to the needs of your clients and be able to work effectively with senior and junior colleagues in a close-knit team. Excellent consultancy and communication skills are essential to succeed in these roles. You will be rewarded with a competitive package including an annual bonus and an attractive flexible benefits scheme.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103003Tue, 15 May 2012 15:44:15 GMTHealth & Benefits / EB Consultant – Birmingham – Up to £50,000 An exciting opportunity for an experienced EB Consultant to develop and maintain a portfolio of clients, by providing quality consulting advice and ongoing service. To ensure that revenue from this portfolio is profitable and to expand business lines and service delivery. To manage and develop strong client relationships. To work proactively with internal teams to deliver client expectations in line with agreed client account plans Job Role •Identify business opportunities from own client portfolio and prospects •Participate in internal forums •Maintain required industry and technical knowledge •Work with support team assigned to ensure the delivery of services to client are in line with company standards •Maintenance of all H&B / EB generic systems •Manage client projects to successful conclusion •Retain and develop profitable client portfolio to include new clients/service lines •Build relationships with key decision makers •Take overall responsibility for the delivery to the client of the agree services •Hold periodic review meetings with the client •Client action planning in conjunction with client team •Manage insurer meetings with clients •Adhere to billing standards •Agree and monitor client fee and service specifications to ensure continued profitability •Deliver personal/team financial targets Skills and Experience Required •Financial and Commercial acumen (including fee negotiation skills) •Related business experience •Achievement orientated •Consulting and relationship management skills •Technical, product and process knowledge •Inter-personal, communication and time management skills •Working knowledge of Microsoft OfficePlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103002Tue, 15 May 2012 15:43:31 GMTSenior Project Manager Birmingham Up to £60,000 A great opportunity for an experienced Project Manager to join a leading Financial Services organisation based in Birmingham City Centre to lead all major project activity and continuously improve the company's project processes. The Role You will be responsible for the full management of projects and ensuring that all are delivered on time, to budget and within scope. By completing post implementation reviews, you will develop best practise for the business for projects going forward and help to highlight common issues that can be avoided. You will also coach and mentor other Project Managers within the business; taking Line Management responsibility for them as and when required. Skills Needed For your application to be considered, you must have a strong background in Project Management within a Financial Services environment and be comfortable with all aspects of project planning/management including project documentation (i.e. PID and RAID), relationship management and controlling budgets and resource. You will have a proven background of delivering complex projects from initial concept through to implementation - with experience within IT focused projects in high net worth markets being desirable. APMP or PRINCE2 qualification (or progress towards) would be a distinct advantage. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103001Tue, 15 May 2012 15:42:48 GMTSenior Paraplanner An entrepreneurial company, led by people. With over 4,000 committed staff, based across 100 UK offices. Now looking to recruit a Senior Paraplanner. Job Outline To provide Paraplanning activity for Wealth Management Advisers and Directors who write individual business. Which is to be achieved by undertaking research, preparing reports, submitting application forms and providing an ongoing service to clients post sale. Job Content: To undertake or assist with research required by Wealth Management consultants to enable the consultants to provide a solution to the clients financial objective or need. To process applications and undertake any administration associated with the role. Assist Wealth Management consultants in providing ongoing servicing of clients post sale, by providing valuation reports, and all other administration. Prepare all required documentation. Ensure that all work is conducted in an ethical, accurate and compliant manner to eliminate/minimise any liability claims against the Company. Provide service to existing clients, either on a regular basis or if specifically requested. Knowledge and Skills Required To be technically proficient in all areas of Wealth Management support. Keeping up to date with regulatory issues and new product developments. To have a minimum of full FPC or equivalent and relevant technical knowledge.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=103000Tue, 15 May 2012 15:42:08 GMTOrganisation Description A fantastic opportunity has arisen with my client, an Independent company specialising in corporate employee benefits. Due to ongoing growth my client is looking to recruit a professional pensions administrator to support the business Duties: - Pensions calculations - entering pension data and answering enquiries to the required standard. - Process leavers, joiners, retirement - Working on manual calculations - Managing both D/C and D/B schemes - To professionally communicate with clients and scheme members - To work as part of a team providing an accurate, reliable and high standard of administration service. The successfully candidate: - Exposure of working with several occupational schemes, defined benefit / defined contribution. - Ability to demonstrate a degree of technical expertise. - QPA / DPC qualified A competitive salary package with support towards further qualifications and a good progression plan is on offerPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102999Tue, 15 May 2012 15:41:35 GMTJob Title: Protection Specialist Department: Sales Team Job Band/Salary: D/£17,000 to £20,000 (OTE £20k to £25k not capped) Hours: Average of 35 hours per week (to include weekend/evening work) Outline of Role: This role requires you to provide advice on term assurance policies and other regulated insurances such as Buildings and Contents, Accident, Sickness and Unemployment cover and over 50’s plans on behalf of clients. You should enjoy working in a target driven environment where you will be talking to clients over the telephone. You will be a self starter who is motivated by delivering excellent customer service in a professional environment by providing relevant/accurate advice to the client. You will be expected to apply a consistent approach to client requirements and manage client expectations by communicating with them on a regular basis. Skills & Knowledge: Have track record of consistently achieving targets (with supporting evidence) Ideally hold FPC/CF3 qualifications Knowledge of assurance and insurance market (B&C, ASU & Over 50 plans), which is likely to have been gained from working within the Financial Services Industry Understanding of the regulatory framework and advice process. A confident telephone manner with telesales and customer service skills Drive and ability to plan and manage own workload to achieve monthly targets.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102998Tue, 15 May 2012 15:41:25 GMTPensions Administrator Description To work as part of a team providing an accurate, reliable and high standard of administration service for basic member events. • Administer basic pensions queries, perform basic pensions calculations and enter pensions data to the required standard using automated system processes or using manual calculations on exceptional cases • Continuous achievement of volume and quality targets set by the business • Action work in accordance with workflow standards • Ensure complaints are notified to the team manager • To work towards the next level of process accreditation as agreed with your manager • To be flexible and adaptable to work demands as advised by the team manager Qualifications • Numerate • GCSE level A-C in English and Maths or equivalent or relevant clerical experience • Ability to work in a team • Ability to follow processes • Computer literatePlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102997Tue, 15 May 2012 15:41:14 GMTOur Client is a major financial services brand, with an excellent market profile. They have a need for an office based T&C Consultant, to service the Self Emplyeed IFA's Duties and accountabilities You will be responsible for the sales performance and development of a team of advisers whilst ensuring that the requirements of the T&C Scheme are also met. The role has 2 distinct accountability’s, that of Sales Management and T&C Supervisory. The sales management side will require you to turn already high performing advisers into RDR ready advisers. You will show them the benefits of thinking like business owners and support them as they transition their business practices. The T&C supervisory aspect is to ensure the advisers remain compliant and manage the risk of the team through KPI analysis, observations, file checks and one to one’s. Person Specification Full FPC or equivalent and have made good progress towards level 4 Diploma, if not already Diploma qualified H15 or J07 highly desirable T&C supervisory experience, again ideally gained within the IFA or NetworkPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102996Tue, 15 May 2012 15:41:12 GMTGroup Risk Consultant Leading Group Risk Consultancy looking for junior Group Risk Consultant/ Administrator to join the busy and established team Role duties: •Develop and maintain a portfolio of Client Servicing clients, by providing consulting advice and ongoing service •Ensure that revenue from this portfolio is profitable and to expand business lines and service delivery where appropriate •Retain and develop profitable client portfolio to include new clients/service lines •Build relationships with client contacts •Take overall responsibility for the delivery to the client of the agreed services •Consult with client to agree and document needs and objectives and ensure delivery of these objectives •Ensure all clients have compliant engagement documentation, in line with agreed process •Agree and monitor client fee and service specifications to ensure continued profitability •Own personal and client financial target for a portfolio of clients Skills Profile •Financial and Commercial acumen •Related business experience (Customers/Markets) •Achievement oriented •Excellent consultancy skills •Strong technical knowledge, ideally covering both individual and corporate financial planning arrangements •Aptitude for identifying business opportunities/sales and servicing orientation •Knowledge of maintaining/developing client strategies and new business development •Excellent inter-personal and communication skillsPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102995Tue, 15 May 2012 15:40:29 GMTParaplanner Cheltenham,Gloucestershire £25,000 to £33,000 My Cheltenham based Wealth Management IFA practice are looking to recruit a Diploma or Part Diploma Qualified Paraplanner to join their busy team. The successful candidate will provide professional technical and administration support to the IFA's and will work closely with both providers and clients to ensure that business is processed compliantly, efficiently and accurately. Duties Ensure all data gathered by the Administrators is complete and accurate. Analyse the client’s current financial position and given their priorities, make a recommendation as appropriate In undertaking the above, research products available in the market, selecting those that are most appropriate for the respective client’s financial position and priorities Prepare a pack for the IFA, to include recommendations and all the necessary paperwork to establish the new products. This should include all documents to fulfil our regulatory compliant obligations Utilise Pension Technical Specialist, as required, on Occupational Pension Transfers Following the meeting with the client, ensure that all the necessary paperwork has been completed in a compliant manner Submit new applications in a timely manner Monitor cases submitted to ensure processed in line with the providers service standards Support the communication with the client, by keep them informed of progress and resolving any issues as they arise Maintain product, technical and regulatory knowledge Comply with the Compliance Procedures at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FSA Principles and Code of Practice Support the development of colleagues through feedback and the provision of technical support Ensure good record keeping Treating customers fairly in all direct and indirect dealing with our clients. Preparing reports for the management team Completing any ad hoc project work when required by management Knowledge, Qualifications and Skills Profile Working towards CII Diploma or equivalent is necessary Advanced qualifications would be an advantage A minimum of 3 years experience in the Financial Services industry is essential, with at least 2 years working for an Independent Financial Adviser Previous Paraplanning experience Strong pensions and investments knowledge is essential Strong analytical skills Good presentation skills Ability to build and maintain client relationshipsPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102994Tue, 15 May 2012 15:39:47 GMTExisting Business Group Administrator – Birmingham - £15,000 To maintain and develop relationships within the SME & IFA Market through efficient administration of all Group existing business, including issuing of Certificates, annual renewal invitations, statement of accounts and all general correspondence within set timescales to ensure that service deliverables and standards are met. Key Accountabilities: •Checking that all new proposals are set-up correctly, chasing for any outstanding requirements in order to issue the inception Scheme Certificate. •To provide general administration on all existing Schemes ensuring that any outstanding requirements are clearly outlined to the client / broker and that files are kept up to date to reflect any changes. •Ensuring all renewal invitations are issued 3 months before the annual renewal date, chasing receipt of revised data and deposit premium. •Producing renewal quotations reflecting the conditions imposed for the Scheme and changes in Membership / level of cover, ensuring that the rate is within the guarantee period. •To ensure that all renewal quotations and Certificates issued are inline with insurer and reinsurer guidelines, if they are outside the guidelines agreement must be sort from the Underwriters and maintained on file accordingly. •To issue Scheme Certificates on new and existing Schemes which accurately reflect the conditions and details of the Scheme. •To monitor all renewal quotations and Certificates, updating spreadsheets as required to assist with the accuracy of month end reporting. •Maintaining the Group Filing system so that files can be retrieved and sorted easily. Skills & Attributes: •Preferably experience of working at an insurer or broker •Good English, Maths and IT skills including Excel •Ability to work under pressure and meet tight deadlines •Good team player •Organised •Attention to detail •Good telephone manner •Proactive can do attitudePlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102993Tue, 15 May 2012 15:37:56 GMTVacancy: Pension Administrator (PPF) Description: We are looking for an experienced Pension Administrator in Bromsgrove who has at least 5 years previous experience of DB pension schemes. Ideally, you will be qualified to QPA or PMI level, with experience of PPF work including client management. You should have excellent organisation, communication, team and client liaison skills together with a high standard of literacy and numeracy. Good project management and consultancy skills would be an advantage together with the confidence to take part in, or lead, regular calls or meetings with both the trustees and the PPF. Problem solving or investigative skills would be extremely useful whilst being aware of the need to be efficient and control costs. Good Excel skills would also be a great advantage.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102992Tue, 15 May 2012 15:36:29 GMTCompliance Consultant – Birmingham –Circa £25,000 An excellent opportunity to join a leading financial services organization who is currently seeking to employ a compliance consultant to join their head office in Birmingham. The purpose of the role is to provide an efficient, effective and professional advice quality monitoring service; in order to measure sales force compliance with FSA Conduct of Business rules. You will also identify and drive improvements in compliance standards, reductions in regulatory, financial and business risk and deliver sustainable business benefits through robust advice quality monitoring. Job Role •Complete routine and discretionary Advice Quality Monitoring with various parts of the business. •Conduct quarterly risk assessments of Financial Consultants and investigate KPI failures Review, approve and monitor sales incentive schemes •Escalate risks to the business and the required remedial action through routine monitoring activity •Provide Compliance KPI reports for FC references •Review Financial Consultant Training and Competence records to ensure appropriate development activity is being undertaken •Complete Competent Adviser/Supervisor Status sign off requests •Contribute to the development, implementation and achievement of the Compliance Department Plan and the overall embedding of a compliance culture •To proactively work with key stakeholders in order to help ensure long term advice quality improvement •Develop effective relationships with key stakeholders to ensure Compliance is visible throughout the business and to help improve compliance standards and reduce risks •Provide feedback about the Advice Guidelines to the Advice & Policy team Skills/Qualifications Diploma in Financial Planning or equivalent (or working towards) Demonstrated Financial Services Compliance experience Strong knowledge and understanding of the Regulatory framework of the UK financial services industry Educated to A-Level standard or equivalent This is an excellent change to join a market leading firm to enhance your career within the financial services industry. Alongside a competitive salary, the successful candidate will also receive company benefits. For more information or for a free consultation please contact Emma Murray on 08453 701007 or email emma.murray@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102991Tue, 15 May 2012 15:36:07 GMTSenior Paraplanner – Home based My client is the longest established and only fully bespoke outsourced Paraplanning service in the country. Who have built up an unparalleled reputation for helping firms implement their new client service propositions. My client’s view of a Paraplanner is different to most, and so we want your view of the industry to be different to most Paraplanners. The successful candidate will be Diploma, Chartered or Certified or very near to achieving either and that you will act as critical friends to clients, and to help them towards their business goals. The successful Paraplanners will have the utmost integrity in all they do, and must be a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications. In return, we offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ‘work to live not live to work’ ethos. • Senior Paraplanner - Chartered or Certified (not certificate!) with Paraplanning Experience • Paraplanner - Diploma with Paraplanning Experience All start on £30,000 for 6 months and after successful probation, Senior Paraplanners go to £36,000 and Paraplanners reviewed up to £36,000. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102990Tue, 15 May 2012 15:35:46 GMTEmployee Benefits Trainee Adviser Bromsgrove Description: Our Employee Benefits practice area is looking to recruit two trainee advisers for our Cheltenham/Bromsgrove offices. You will be supporting employee benefit consultants advising clients in relation to group DC pension provision and group risk benefits. Ideal candidates will have excellent written and oral communication skills, and have previous pensions knowledge. It is also important to be able to work well in a team environment. Responsibilities • General support duties • Drafting provider selection and suitability reports • Assisting in drafting reports to clients • Drafting other communications to clients • Preparing presentation slides • Accompanying and assisting with making presentations to clients • Contacting clients and arranging meetings • Supporting the implementation and ongoing provision of services to clients • Supporting the client relationship procedures • Supporting reviews of corporate clients current employee benefits provision and helping clients meet their objectives • Analysing information and designing financial strategies to support the clients’ employee benefit objectives • Supporting negotiations with product suppliers to achieve competitive terms for clients • Liaising with financial services providers on behalf of the client for day to day consultancy issues • Liaising with other professional third parties where required • Maintaining detailed records to comply with FSA regulations • Checking and peer reviewing colleagues’ work where required • Supporting the client billing procedures In return we offer a competitive remuneration and study package within a friendly and progressive environment. Study towards professional qualifications (Diploma in Financial Planning) is an essential requirement and is necessary to progress to the role of an Adviser. If you would like to apply for this role, please send your CV and covering letter directly to emma.murray@idexconsulting.com. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102989Tue, 15 May 2012 15:35:31 GMTEmployee Benefits Trainee Adviser Bromsgrove Description: Our Employee Benefits practice area is looking to recruit two trainee advisers for our Cheltenham/Bromsgrove offices. You will be supporting employee benefit consultants advising clients in relation to group DC pension provision and group risk benefits. Ideal candidates will have excellent written and oral communication skills, and have previous pensions knowledge. It is also important to be able to work well in a team environment. Responsibilities • General support duties • Drafting provider selection and suitability reports • Assisting in drafting reports to clients • Drafting other communications to clients • Preparing presentation slides • Accompanying and assisting with making presentations to clients • Contacting clients and arranging meetings • Supporting the implementation and ongoing provision of services to clients • Supporting the client relationship procedures • Supporting reviews of corporate clients current employee benefits provision and helping clients meet their objectives • Analysing information and designing financial strategies to support the clients’ employee benefit objectives • Supporting negotiations with product suppliers to achieve competitive terms for clients • Liaising with financial services providers on behalf of the client for day to day consultancy issues • Liaising with other professional third parties where required • Maintaining detailed records to comply with FSA regulations • Checking and peer reviewing colleagues’ work where required • Supporting the client billing procedures In return we offer a competitive remuneration and study package within a friendly and progressive environment. Study towards professional qualifications (Diploma in Financial Planning) is an essential requirement and is necessary to progress to the role of an Adviser. If you would like to apply for this role, please send your CV and covering letter directly to emma.murray@idexconsulting.com. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102988Tue, 15 May 2012 15:35:12 GMTTrainee IFA / Desk based IFA Salary up to £30,000 + benefits + bonus A multi-dicipline fee based financial planning business who have a national presence are keen to create a desk based Advisory team in Nottingham. The role with either suit an experienced and confident Paraplanner who wants to move into a Trainee IFA role or an IFA who wants the support of a national practice with an excellent lead source. As a Paraplanner you will be confident and want to make the step towards being an Adviser. A CDP is in place for you to work towards becoming DipPFS / Chartered Status and working towards servicing a book of clients. You will work closely with existing Financial Planners and Compliance towards becoming CAS status. As an already CAS status Financial Planner who is well qualified you will be keen to work with a client portfolio book ensuring reviews are carried out and that portfolio's are performing at peak performance, if they are not you will be responsible for provide fee based Advice. An excellent basic package is on offer up to £30,000 + benefits + bonus. This is an rare and excellent opportunity work with one of the industry leading names and benefit from exceptional training. Sunny.Everton@IDEXRecruitment.com 08453 701 007Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102987Tue, 15 May 2012 15:29:26 GMTFinancial Planner - East Midlands Salary up to £40,000 + benefits + bonus My client are a fee based financial advisory team with excellent links around the region. Due to acquisition and projects the business are looking to recruit a well qualified Financial Planner who understands the fee based advice process. This is an appointment for an experienced professional, who will predominantly service a range of clients with a initially a pensions bias. The practice offer full administration and paraplanning support as well as support from an in-house compliance team Candidates must be DipPFS qualified as a minimum or be close to completed QCF Level 4 and understand the fee based advice model with strong ability with private clients and pensions. Please contact Sunny Everton on either Sunny.Everton@IDEXRecruitment.com or 08453 701 007 for a confidential discussion.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102986Tue, 15 May 2012 15:29:02 GMTInvestment Manager - Norwich Salary: £40,000 - £50,000 + bonus + benefits The high quality Investment Team of one of the markets leading Financial Planning practices are looking for an Investment Manager to take over an existing client bank of HNW clients who are managed on a Discretionary basis only. The role will be authorised and you will be working for a high quality organisation who have an excellent investment proposition. Clients of the business are very loyal and with a number of connections with the regions finest professional practices the business is looking to add a safe pair of hands to the team. The individual will be qualified within the investment arena (IMC, SII, CFA) and have an excellent track record of growing client portfolio' s and keeping them profitable. A package will be tailored to suit the individual, a highly recommended role for an experienced investment and fund management professional. Please call Sunny Everton on 08453 701 007 or e-mail your CV directly on Sunny.Everton@IDEXRecruitment.com to apply or for a confidential discussion.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102985Tue, 15 May 2012 15:28:50 GMTFinancial Services Administrator - Towcester Salary up to £21,000 + benefits Part Time - 5 hours per day Mon - Fri A small yet high quality financial planning practice are keen to add an administrator to provide financial services administration support to the team of Chartered Planners. The company deals with HNW private clients and has a loyal client bank of white collar professionals who are managed on a retained basis. You will be responsible for processing new and existing business, obtaining valuations and ensuring files are up to date on the systems. Client and third party contact over the phone will be a major part of the role. Candidates will be able to demonstrate a background within financial services administration and be a confident communicator with clients and third parties. Sunny.Everton@IDEXConsulting.com 08453 701 007 Part Time / Financial Services Administrator / IFA Administrator Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102984Tue, 15 May 2012 15:28:40 GMTCorporate Financial Adviser / Corporate IFA / Employee Benefits Consultant Milton Keynes Salary up to £60,000 + benefits + bonus We are working with a high quality, fee based financial planning practice who are keen to appoint a qualified Corporate IFA. You will be responsible for servicing a range of clients and group schemes as well as developing new business from leads sources within the Group. The schemes have been managed over the course of many years with new business coming from a number of sources. You will be dealing with a range of SME and large clients and run your own diary, you will have the support of technical paraplanners and administrators. The role requires an experienced Corporate Adviser who has an excellent understand of the corporate / employee benefits market and ideally be CFP qualified with progress towards Diploma / Dip PFS. This opportunity boasts an excellent basic salary and bonus structure with market leading financial planning companies. Please contact Sunny Everton on 08453 701 007 or apply online to Sunny.Everton@IDEXRecruitment.com for a confidential discussion.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102983Tue, 15 May 2012 15:28:20 GMTAdministration Manager - Nottingham Salary up to £27,000 + benefits A regional wealth manager are looking to appoint an enthusiastic Administration Manager to develop and supervise the team in Nottingham. The practice have an excellent fee-based proposition and deal with a range of high quality private clients who's finances are managed in lifestyle form. Responsibilities - Run a team of administrators and deliver high quality administrative support to the paraplanning and advisory teams - Manage client investment portfolio' s by giving trading instructions via WRAP platforms - Assist in producing MI and reconciling remuneration - Management of the administration team and recruiting new graduates - Oversee and improve processes and procedures The role reports into the Operations Director and require you to work closely with the Paraplanning Team Leader, where you will both work closely as units to deliver excellent services to clients. You will have good knowledge of the IFA and financial services industry, hold Cert PFS / FPC with good people skills and ideally management experience within the financial services market place. An excellent basic salary up to £27,000 is on offer along with Pension, Life Cover and 25 days holiday. Please apply to Sunny.Everton@idexrecruitment.com or call 08453 701 007 for more information.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102982Tue, 15 May 2012 15:27:51 GMTSIPP Development Manager - Nationwide Locations: North West, Midlands, Anglia, London and South East Basic salary up to £55,000 + benefits + bonus We are working with a high quality SIPP provider who have exciting growth plans in 2012, a role exists for a experienced SIPP Development Manger to join the intermediary sales team. The role will be to expand the firms SIPP client portfolio by increasing distribution through the IFA community with a highly competitive product. Key responsibilities - Develop profitable business relationships with intermediaries and other external third-parties in order to promote and sell the firm's SIPP products. - Produce support/marketing material to maintain business levels and develop new business opportunities - Contribute to the innovation and development of the firms products - Work closely with the management team to ensure strong service delivery The individual must be disciplined as this is a home based role and be able to demonstrate a strong understanding of financial services SIPP market and hold existing relationships with third parties and the IFA market. You will be presentable and a confident communicator with the ability to build strong relationships. A basic salary of up to £55,000 + benefits and bonus is on offer with a firm who have an outstanding reputation within the SIPP and IFA market. Please contact Sunny Everton on 08453 701 007 for more detail or e-mail your CV to Sunny.Everton@IDEX Consulting.com to express interest.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102981Tue, 15 May 2012 15:27:29 GMTFlexible Benefits Project Manager - Hemel Hempstead Salary up to £50,000 + benefits An exciting opportunity has arisen for a Project Manager within the flexible benefits arena, based in Hemel Hempstead with some national travel. The primary responsibility of this role is to deliver the anticipated benefits of each project whilst adhering to the agreed timescale, resource plan and financial budgets. This requires skilful co-ordination of human and financial resources; the pragmatic application of project management disciplines; and the use of superior relationship management skills. The project manager is responsible for ensuring that all parties to the project are managed to ensure a successful outcome. Key Competencies / Criteria - Project Teamwork & Business Liaison - Project Scoping, Estimation and Planning - Project Stewardship & Control - Knowledge of the Employee Benefits market Individual Ideally you will be degree educated or equivalent and have a proven track record within project management either a pensions or flexible benefits background. With strong interpersonal skills you will be ambitious and passionate about your career and be a strong, organised communicator. Salary will be up to £50,000 + benefits dependent upon experience, with a leading player within the benefits market. Please contact Sunny Everton on 08453 701 007 for further information or apply to directly to Sunny.Everton@IDEXConsulting.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102980Tue, 15 May 2012 15:27:09 GMTFinancial Planner – Norwich Salary up to £45,000 + car allowance + benefits + bonus A professional practice are looking to appoint a Financial Planner in the Norwich office to work closely with a range of existing private and corporate clients as well as take on the new business which is past over from another arm of the business. The role will be a mixture of both private and group based clients and require an individual with the ability to operate at all levels. With circa £375k recurring income and over £40mil under management the business is in an excellent position for RDR and are very stable. They have monies held on various platforms but encourage will encourage the Adviser to provide the best possible service to clients. You will have you own Administrator who will carry out your pre and post sales business and look after any other administration you require to be carried out, as well acting as the first point of contact for clients. A basic salary up to £45,000 is on offer along with a range of benefits, car allowance and an attractive bonus structure in a role which can either be home or office based. Please contact Sunny Everton on 08453 701 007 or e-mail your CV to Sunny.Everton@IDEXConsulting.com to apply.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102979Tue, 15 May 2012 15:26:48 GMTParaplanner - Suffolk Salary up to £26,000 + benefits A fee-based financial planning practice who offer clients high quality advice are looking to add a Paraplanner to the team to provide technical paraplanning support to two Advisers. The practice services include investments, retirement and pensions, annuities, inheritance planning, protection, income and life insurance and tax planning. Clients of the firm are wealthy professionals wanting holistic advice with a focus on investments, tax mitigation and specialist pensions, you will be able to deal confidently with the research, recommendations, report writing and client reviews required for them. You will be an competent Paraplaner with obvious technical ability, confident with your ability to construct portfolio' s and write reports you will be articulate and hold a minimum of Cert PFS. A basic salary up to £26,000 + benefits is on offer with a progressive organisation who will help you develop you professional qualifications, skills and career. Please call Sunny Everton on 08453 701 007 for a confidential discussion or apply online via sunny.everton@idexconsulting.com Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102978Tue, 15 May 2012 15:26:37 GMTDipPFS Financial Planner – Suffolk Salary up to £42,000 + benefits + bonus A professional financial planning practice are looking to appoint a Financial Planner to work closely with a range of existing private clients as well as take on the new business which is past over from another arm of the business. The business is in an excellent position for RDR and are very stable, they have monies held on various platforms but encourage will encourage the Adviser to provide the best possible service to clients. You will have you own Administrator and Paraplanner who will carry out your pre and post sales business, reports and look after any other administration you require to be carried out, as well acting as the first point of contact for clients. A basic salary up to £42,000 is on offer along with a range of benefits and an attractive bonus structure in a role with a leading practice. Please contact Sunny Everton on 08453 701 007 or e-mail your CV to Sunny.Everton@IDEXConsulting.com to apply. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102977Tue, 15 May 2012 15:26:11 GMTParaplanner - Reading An excellent opportunity to join a leading financial services organization. Our client requires an experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client. • Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries. • Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations. • Assist the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries. Skills and experience required • Previous experience gained as a Paraplanner from within an IFA • FPC or Certificate in Financial Planning (or equivalents) • Strong communication skills. • Ability to work on own initiative and as part of a team. • Capability to solve problems effectively. • Aptitude to work to tight deadlines, organise and prioritise workload. • Good attention to detail.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102976Tue, 15 May 2012 15:24:31 GMTParaplanner - Guildford An excellent opportunity to join a leading financial services organization. Our client requires an experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client. • Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries. • Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations. • Assist the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries. Skills and experience required • Previous experience gained as a Paraplanner from within an IFA • FPC or Certificate in Financial Planning (or equivalents) • Strong communication skills. • Ability to work on own initiative and as part of a team. • Capability to solve problems effectively. • Aptitude to work to tight deadlines, organise and prioritise workload. • Good attention to detail.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=102975Tue, 15 May 2012 15:24:17 GMT