﻿<?xml version="1.0" encoding="utf-8"?><rss version="2.0"><channel><title>FT Adviser Jobs - All Jobs</title><link>http://jobs.ftadviser.com/job-listing.aspx</link><description>The latest from FT Adviser Jobs.</description><copyright>Copyright (C) Financial Times Business Limited</copyright><ttl>5</ttl><item><title>Senior Sales Manager</title><description>This role is within one of our clients top offices for revenue production (c.£2m per annum) in the UK and their biggest office in the North. 

The role encompasses all facets of Sales Management including pure sales management (leadership, motivation and coaching, etc), supervisor work and the ability to effectively use a local budget for marketing and PI development.

The Sales Manager is also responsible for the Profit &amp; Loss Account of the branch and within that the management of the Operations Team (although there is an Operations Team Leader in place who reports to the Senior Sales Manager).

Youo will be:
Located in or around the Leeds area (e.g. based in Manchester and travelling to Leeds is not suitable). 
Preferably from the IFA arena (rather than a pure banking background). 
CAS Status. 
AFPC qualified (and J07 is a requirement within 12 months of starting the role). 
A Track record of successfully managing high quality teams. 
A strong record of effective leadership and coaching skills.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47741</link><pubDate>Thu, 2 Jul 2009 10:46:03 GMT</pubDate></item><item><title>Wealth Managers</title><description>WEALTH MANAGERS 
(CITY AND HOME COUNTIES)


Employed and Self Employed Packages
Non repayable Guarantee
Leads/Clients Supplied

Excellent Support

Superb opportunity to join one of the UKs leading financial practices. They are looking for highly motivated wealth management specialists to work in and around London and the Home Counties. 
Client bank would be preferred but not essential as leads can be provided. Fantastic support and a guaranteed salary whilst you get started. A proven track record for providing high-level support in all the key areas you need, giving you the freedom to spend more time serving your clients and to build upon your success. 

Wealth Management company of the Year 2007, Building Capital, FTSE 150 Organisation, Huge Support and a Distinctive Investment Approach. You will be dealing with whole of market from products that are constantly checked and updated. You will ultimately be building and running your own business but will enjoy all the support that is provided from a major organisation such as SJP.

In these changing times you may need to think about having the marketing, seminars and introducers alongside the brand name of a big organisation especially from an award winning practice.

If you are highly motivated and ambitious and are looking to take your earning potential to the next level then this should be your next move. The practice buy out upon exit is also arguably the best in the industry.

This is an option that should be seriously considered and you would not do yourself any justice if you were not to talk to this company whilst considering your next move at the very least.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47215</link><pubDate>Tue, 9 Jun 2009 15:27:50 GMT</pubDate></item><item><title>Wealth Managers</title><description>WEALTH MANAGERS 
(CITY AND HOME COUNTIES)

Employed and Self Employed Packages
Non repayable Guarantee
Leads/Clients Supplied

Excellent Support

Superb opportunity to join one of the UKs leading financial practices. They are looking for highly motivated wealth management specialists to work in and around London and the Home Counties. 
Client bank would be preferred but not essential as leads can be provided. Fantastic support and a guaranteed salary whilst you get started. A proven track record for providing high-level support in all the key areas you need, giving you the freedom to spend more time serving your clients and to build upon your success. 
 
In these changing times you may need to think about having the marketing, seminars and introducers alongside the brand name of a big organisation especially from an award winning practice.

If you are highly motivated and ambitious and are looking to take your earning potential to the next level then this should be your next move. The practice buy out upon exit is also arguably the best in the industry.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47216</link><pubDate>Tue, 9 Jun 2009 15:28:37 GMT</pubDate></item><item><title>Financial Planning Manager</title><description>We pick, you prosper
When our customers are planning for their financial future, they want to choose from the very best products out there, not a portfolio tied to just one provider. And, as a Financial Planning Manager, you want the best possible opportunity to find the right solutions for your customers - it's good for their wallet, and let's be honest, it's good for yours too. Join our retail network and we'll give you Barclays Select Choice: a hand-picked selection of products from the biggest and most trusted names that gives you the freedom to do what you do best.
 
What you'll give our customers
Working out of a number of Barclays branches in a specified area, you'll be an integral part of a retail network team that works together to deliver an integrated, seamless service to our customers. Whether you're working on your own leads or those referred by colleagues, you'll build relationships face-to-face, over the phone and in writing to gain an understanding of each client's ambitions and how our portfolio of products can help fulfil them. Offering expert advice on key issues like saving for tomorrow, protecting their assets or making investments, you'll help ensure every customer's future is something to look forward to.
 
What you'll get in return
Help our customers get the best that Barclays has to offer, and you'll get the same in return. We're not just talking about valuable benefits like great bonus potential, private healthcare, childcare savings, and a huge range of employee discounts. You'll also enjoy a unique company spirit that believes in giving people the freedom to do a great job today, and the support to reach their biggest ambitions in the future.
 
What you'll need
The success of everyone at Barclays is measured by their ability to put our customers at the centre of their day. To do that in this role, you'll have full Competency Advisor Status (CAS) and be fully CEFA or FPC qualified with a proven track record of meeting and beating sales targets through high quality service. As a proven financial planner / financial advisor your broad knowledge of financial planning products, great communication skills and ability to adapt your style to your audience will help establish Barclays as the first stop for financial advice in your local area..
 
We'll judge you on your ability and nothing else.
Careers built around customers.

To find out more and apply please go to www.bfpcareers.co.uk</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=46635</link><pubDate>Thu, 14 May 2009 17:23:22 GMT</pubDate></item><item><title>Broker Consultant Sales Superstar</title><description>Earn £50k if you’re average, £125k if you’re good, and £200k plus if you’re great. Don’t contact us unless you are a truly outstanding salesperson. You have a burning desire to succeed, are extremely client oriented, highly motivated and never say die. You develop deep and meaningful rapport with your clients, and communicate with piercing persuasiveness. You believe that you can be the best at almost everything you do, and can prove it. Don’t contact us unless you fit this bill. Excellent salary and commission structure, and great opportunity for upward mobility. Build an empire within our first-class, progressive emerging markets investment fund company. We don’t hire backgrounds, we hire top producers.

Contact us at: sales@ignitioninvest.com</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=46495</link><pubDate>Fri, 8 May 2009 15:31:50 GMT</pubDate></item><item><title>Employed IFA – quality clients from accountancy</title><description>Our client is a very high quality and well respected IFA which is part of an accountancy firm.  To complement their current team of advisers they are looking for a further high quality IFA to help service the significant level of leads that come from the accountancy side of the business.

This is a rare vacancy in the current climate, combining salary, bonus, excellent earnings potential AND clients.  They are therefore looking for advisers with a good level of experience who have made at least some progress towards Dip and chartered status and have either attained or are happy to study for IMC.

If this is you then contact us today fo a further discussion.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47749</link><pubDate>Thu, 2 Jul 2009 16:05:39 GMT</pubDate></item><item><title>Financial Planner - London</title><description>FINANCIAL PLANNER PROFESSIONAL PRACTICE
London &amp; Home Counties 
Basic from £35,000- £45,000

This firm of IFAs currently boasts £78million of funds under management, specialising in providing unique holistic advisory solutions to both individuals and corporates in conjunction with their accountancy practice. Due to expansion, the opportunity has arisen for a Financial Planner to join their team of eight consultants. 

Based from their London office, it will be your responsibility to liaise with the partners of the accountancy practice, developing and servicing your client bank, namely in areas of pensions and investment planning. 

Successful applicants will be professionally qualified with a wealth of experience gained from an IFA environment with an existing client bank to follow. This will be on a self employed basis.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47748</link><pubDate>Thu, 2 Jul 2009 15:24:22 GMT</pubDate></item><item><title>Private Banking Executive</title><description>Our client is a leading Wealth Management company with client assets of over £140bn globally. It serves affluent, high net worth and intermediary clients worldwide, providing international and private banking. The UK Private Banking team is now looking to recruit an Executive in the Manchester area. The Private Banking Executive will build and monitor relationships with clients, working alongside the Private Banker to ensure quality service is provided at all times, and proactively manage a portfolio of clients.

Key responsibilities will include acting as the main point of contact for a portfolio of clients and dealing with day-to-day administration. Preparation of  'non-advice' letters and ad-hoc reports. Providing a Sales Support service to the Private Bankers and attending meetings to observe/take notes, annual client reviews etc. All duties to be carried out whilst adhering to compliance and delivered in a risk controlled way. Candidates must have a sound knowledge of banking and operational procedures, plus lending and understanding of security requirements. Ideally you will have an understanding of risk and control frameworks and procedures. Undergraduate Business or Finance related degree preferred but not essential



Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47747</link><pubDate>Thu, 2 Jul 2009 15:15:32 GMT</pubDate></item><item><title>Experienced Financial Adviser / IFA – Good quality leads provided</title><description>Our client is a very successful and well respected financial services company which has a small IFA practice operating within it’s business.  The advisers in this company work from a very good source of leads and they are now looking to take on a further 2 IFAs to follow up these leads as the business cannot currently cope with the sheer size of the lead flow.

Opportunities like this with client availability are rare and so they are looking for good quality experienced and qualified financial advisers with a good track record and the energy and drive to make the most of these leads for themselves and the company.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47746</link><pubDate>Thu, 2 Jul 2009 15:08:35 GMT</pubDate></item><item><title>Financial Adviser – Top Name Bancassurance</title><description>One of the High Street’s highest profile names, who have come out of recent events in better condition than most is looking for further quality Financial Advisers to enhance their existing successful teams.

Not only will you have access to the clients of a major bank through internal referrals, but you will also enjoy the benefit of working for an organisation that has not suffered in the way that many others have over the last 12 months.

To succeed in this role you will have excellent Financial Planning skills, a successful track record of delivering to sales targets in your current role and full CAS status (or have held it in the last 6 months).  You will also have a well developed level of relationship management skills for internal introducers. 
If this is you then an excellent salary, bonus scheme and benefits package awaits you.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47745</link><pubDate>Thu, 2 Jul 2009 12:51:39 GMT</pubDate></item><item><title>Independent Financial Adviser</title><description>An exciting opportunity has arisen to work within a specialist, ‘whole of market’, division of a leading banking organisation.  Focusing primarily on the lucrative IHT market, this position combines the autonomy of working in the field with the high level of support, training and marketing from a respected blue chip company. 

Leads are generally provided through four main sources: a central marketing department, in which telephone enquiries generated via the national press are pre-qualified by FPC3 level industry professionals. Secondly there is access to a local branch of the bank. In addition, new consultants are assigned an existing client bank to work with, professionals from the medical division, with substantial investment portfolios. Alongside this the firm also run a range of seminars throughout the year. 

Due to the nature of the cases involved, average case values are consistently high and therefore adviser earnings are amongst the most attractive in the market, coming in at £57,000pa.   

The successful applicant will be self-motivated and able to manage their own diary while maintaining a commitment to professional development and working towards AFPC. Full FPC (or equivalent) and CAS is essential. The role offers a competitive salary and benefits package, with top performers earning in excess of £100,000. 

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. 

More opportunities can also be found by visiting our website www.exchange-street.co.uk.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47744</link><pubDate>Thu, 2 Jul 2009 11:19:01 GMT</pubDate></item><item><title>IFA - Banking</title><description>An exciting opportunity has arisen to work within a specialist, ‘whole of market’, division of a leading banking organisation.  Focusing primarily on the lucrative IHT market, this position combines a high level of support, training and marketing from a respected blue chip company. 

Leads are generally provided through four main sources: a central marketing department, in which telephone enquiries generated via the national press are pre-qualified by FPC3 level industry professionals. Secondly there is access to a local branch of the bank. In addition, new consultants are assigned an existing client bank to work with, professionals from the medical division, with substantial investment portfolios. Alongside this the firm also run a range of seminars throughout the year. 

Due to the nature of the cases involved, average case values are consistently high and therefore adviser earnings are amongst the most attractive in the market, coming in at £57,000pa.   

The successful applicant will be self-motivated and able to manage their own diary while maintaining a commitment to professional development and working towards AFPC. Full FPC (or equivalent) and CAS is essential. The role offers a competitive salary and benefits package, with top performers earning in excess of £100,000. 

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. 

More opportunities can also be found by visiting our website www.exchange-street.co.uk.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47743</link><pubDate>Thu, 2 Jul 2009 11:17:19 GMT</pubDate></item><item><title>Sales Manager - Wealth Management Firm - West Yorkshire</title><description>SALES MANAGER WEALTH MANAGEMENT FIRM
West Yorkshire                      
£70,000 Basic, £120,000 OTE

This is an outstanding opportunity to join a substantial IFA business in the North East of England. As a fast growing company with multiple sites over the UK, this firm has a strong tie towards the professional services market including accountants, lawyers, and other introducers. The need has arisen for a Sales Manager to work from their West Yorkshire office.

It will be your responsibility to manage all aspects of Financial Services activities to achieve agreed profit, turnover and operations targets. Involved in the development and execution of the FS strategy and business plan, you will ensure that all personnel are actively managed, trained and communicated to. Successful applicants will have a wealth of experience in managing a team within a financial services operation. Additionally, you will be AFPC qualified (or equivalent) ideally with G60, G10 &amp; G70. Basic salary is £70,000 with a first years OTE £120,000 plus excellent company benefits. Job Ref: J002323</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47742</link><pubDate>Thu, 2 Jul 2009 10:49:58 GMT</pubDate></item><item><title>Mortgage Advisor - SOUTH EAST</title><description>A leading Bank is currently looking for experienced and pro-active mortgage advisers to join their successful team in the south East due to increased business levels.
You will provide full mortgage advice to the Banks High Net Worth  customers and be expected to cross sell related products.
The ideal candidate will be a pro-active self starter who is able to maximise sales and leads that will be provided by targeted branch staff.
You will have a Financial Services background with experience of face to face sales ideally from a mortgage background.
Full CeMAP is required.
In return you will receive a basic salary up to £27,000, commission and a full benefits package including pension, profit share, share options and 28 days holiday.

This is a great opportunity to join a very prestigious Bank with a first class product range and the opportunity for career progression.



Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47740</link><pubDate>Thu, 2 Jul 2009 10:24:05 GMT</pubDate></item><item><title>Mortgage Adviser - NORTH LONDON</title><description>A leading estate agency chain is currently looking for experienced and pro active ad visors in the North London area.You will provide mortgage and protection advice to their clients and have experience of mortgage sales. Full CeMAP is required and a good track record as a Mortgage Advisor is essential. All leads will be provided, but the ability to develop new business is also required. OTE £40k.




Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47739</link><pubDate>Thu, 2 Jul 2009 10:23:26 GMT</pubDate></item><item><title>Financial Services Administrator</title><description>Our client is a niche wealth management practice with specialist expertise in working with solicitors. Initially a wholly owned division of an established law firm, this forward thinking practice was subject to a management buyout allowing them to expand their client base and take advantage of SIFA membership. As part of an ongoing growth strategy they are currently looking to recruit an additional administrator to provide them with comprehensive sales support.

Providing support to the firm’s IFAs the role will entail working as part of a technical support team responsible for processing new business, liaising with providers and ongoing contact with clients. Given the nature of the business most, individuals dealt with at the firm are often affluent private clients so applicants need to be comfortable dealing at such a level.

The advice is entirely bespoke meaning that knowledge of pensions, investments and protection products is a pre-requisite, with it likely that candidates have progressed with relevant professional qualifications. It is also a requirement that applicants have had experience working in a similar capacity preferably within an IFA practice, although those with a life office background will be considered. In return the company offers a competitive basic salary plus a full benefits package.

For further information regarding this vacancy or a confidential discussion about other available roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. 

More opportunities can also be found by visiting our website www.exchange-street.co.uk.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47738</link><pubDate>Wed, 1 Jul 2009 15:28:07 GMT</pubDate></item><item><title>Independent Financial Advisers</title><description>Our client is a well known insurance practice with an established financial services division. Despite the economic climate they are keen to grow the firm on an organic basis and to that end are interested in speaking with high quality, local IFAs.

With a number of advisers already providing independent advice to SMEs and their key personnel, it would be useful if applicants had experience advising in a similar arena. This would be particularly apt in terms of developing future income streams from the organisation’s insurance business. Therefore strong technical knowledge of business protections, group pensions and personal financial planning would be advantageous.

The firm are able to provide an excellent level of technical support, freeing up their advisers to concentrate on developing and writing new business. Alongside this is the opportunity to build up internal relationships to foster ongoing leads. However whilst getting established it would be ideal if candidates had their own source of business be it a client bank or existing introducers.

Employed or self-employed packages are on offer, with this to be discussed on an individual basis.

For more information on this role, or other consultancy positions within financial services, please contact Robert Perry or Andy Taylor at Exchange Street on 0161 973 6900 or visit www.exchange-street.co.uk.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47737</link><pubDate>Wed, 1 Jul 2009 15:26:59 GMT</pubDate></item><item><title>Independent Financial Adviser</title><description>Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm across the course of 2008 and 2009. An award winning outfit, they are currently seeking to add additional independent financial advisers across the country.

The benefits of working for such an organisation are impressive. In such a testing economic climate finding access to affluent/HNW clients is one of the biggest challenges most advisers face. This firm can offer access to clients through both previous customers of the organisation and members of various affinity groups. Given the reputation of the brand, the firm has always been successful in developing professional introducers and remain firmly committed to helping their advisers put in place such relationships.

As well as this the firm provide an excellent back office function giving their IFAs access to administrators and paraplanners, enabling their consultants to focus on generating new business. They also support their staff financially, offering tailored packages that provide support over the long-term.

Such positions are suitable for successful, dynamic and proactive advisers, whether they be from an IFA, tied or banking background, wishing to firmly establish themselves in the independent arena. Whilst getting established a small client following is advantageous and help is provided with regards professional qualifications.

Applicants will hold the Certificate in Financial Planning as a minimum and hold Competent Adviser Status. A demonstrable track record of achieving target will also be needed alongside the personality that befits such a role.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. 

More opportunities can also be found by visiting our website www.exchange-street.co.uk.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47736</link><pubDate>Wed, 1 Jul 2009 15:25:44 GMT</pubDate></item><item><title>Adjudicators - LONDON</title><description>Our client is currently seeking graduates with a 2.1 degree or above in Law, Economics, Business, or Financial services for specialist complaint handling roles across a varied financial services product range. You will be responsible for assessing and resolving cases in a just and fair manner.  As you will be dealing with a variety of policy providers and policyholders, excellent communication skills are key. You will also have a positive proactive attitude, and enjoy working in a team-based environment. Some experience within the financial services industry would be an advantage


Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47735</link><pubDate>Wed, 1 Jul 2009 12:35:56 GMT</pubDate></item><item><title>Divisional Director</title><description>Divisional Director 		London
C £120k + bonus (OTE £200k) + Executive benefits + equity

Our client is a major distributor of Financial Services and enjoys the backing of an international, financially strong parent group. 

It seeks an inspirational Financial Services Director to lead and inspire one of its key divisions to even greater success. Distributing through branded partner businesses you will be responsible for providing the infrastructure to support and manage approximately 800 advisers.

Likely to come from a Network , service provider or other distributor business and used to working with a partnership/franchise model, you will have gained experience in regulated sales management, running a large Team. . 

To account for a fundamental industry shift away from mortgage related sales, you will need knowledge and understanding of the wider Financial Services Market including investment and protection products, you will be comfortable with key industry issues, conveying professionalism and credibility to those who will look to you for leadership over the forthcoming years. 

Managing through an entrepreneurial team, you will be committed to maintaining and growing profitable income from the current businesses while managing growth through business acquisition, development &amp; retention. 

If you wish to be considered for this role, please submit your cv to cv@paulharpersearch.co.uk quoting reference no. PSH/2694/FT or call Paul Harper on 0117 920 0060.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47734</link><pubDate>Wed, 1 Jul 2009 11:16:37 GMT</pubDate></item><item><title>Bank based Financial Adviser – Top End Clients!</title><description>Do you want to move into High Net Worth client management, dealing with warm leads to High Net Worth personal or corporate clients who appreciate your advice whilst also being at the “top of the tree” within your piers?  On top of this you will have an innovative product range with a massive competitive advantage in this marketplace

 The successful candidate will have full FPC, a good track record, and be able to demonstrate success in their career which should include a couple of years experience in a similar role within a bank. The Company offers an excellent market brand, with industry leading salary and benefits package.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47733</link><pubDate>Wed, 1 Jul 2009 10:31:23 GMT</pubDate></item><item><title>Fund Manager - Asset Management Firm - London</title><description>Position: Fund Manager (client portfolio to inherit)
Location: London
Salary: £40,000 - £50,000 plus benefits and significant bonus potential

As one of the leading asset management and private client fund managers, this firm pride themselves on offering professional, institutional standards of investment management to individuals. Traditional investment management principles rely on applying one of a limited group of pre-determined asset allocations to the investor's capital according to whichever most closely matches the investor's risk and return profile. This firm strives to improve the prospect of matching or exceeding their clients financial objectives by tailoring the asset allocation to each client either on a discretionary or advisory basis.

Inheriting a client portfolio of at least £50million on day one, your role will fall into two categories; firstly your remit will require you to actively manage your portfolio trading in the various asset classes including, Fixed Interest, Equities &amp; Property to the alternative classes of Commodities, Private Equity and Hedge Funds.  Forming part of a specialist fund management team the second part of the role is more client facing, where you will advise clients on structuring their portfolio including the asset allocation process. This tends to be in association with the Introducer who is usually an IFA working for a HNW organisation. Going forward you will be tasked with building your portfolio and rewarded accordingly.

Interestingly enough, you do not need to be a Fund Manager to apply for this role. Some of the best recruits are Investment IFAs as they have both the Investment expertise but also the client relationship skills. Therefore we welcome all candidates with a sophisticated investment background who wish to move into an active money manager role. The package has three elements with a salary of circa £40,000 - £50,000 in addition to two further bonuses. The firm are top tier in their field so the earning capabilities are very lucrative.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47732</link><pubDate>Wed, 1 Jul 2009 09:12:33 GMT</pubDate></item><item><title>Mortgage Advisor - SOUTH EAST</title><description>A leading Bank is currently looking for experienced and pro-active mortgage advisers to join their successful team in the south East due to increased business levels.
You will provide full mortgage advice to the Banks High Net Worth  customers and be expected to cross sell related products.
The ideal candidate will be a pro-active self starter who is able to maximise sales and leads that will be provided by targeted branch staff.
You will have a Financial Services background with experience of face to face sales ideally from a mortgage background.
Full CeMAP is required.
In return you will receive a basic salary up to £27,000, commission and a full benefits package including pension, profit share, share options and 28 days holiday.

This is a great opportunity to join a very prestigious Bank with a first class product range and the opportunity for career progression.



Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47731</link><pubDate>Tue, 30 Jun 2009 17:42:25 GMT</pubDate></item><item><title>Mortgage Adviser - NORTH LONDON</title><description>A leading estate agency chain is currently looking for experienced and pro active ad visors in the North London area.You will provide mortgage and protection advice to their clients and have experience of mortgage sales. Full CeMAP is required and a good track record as a Mortgage Advisor is essential. All leads will be provided, but the ability to develop new business is also required. OTE £40k.




Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47730</link><pubDate>Tue, 30 Jun 2009 17:42:04 GMT</pubDate></item><item><title>Senior Financial Planner - No client bank required -</title><description>With circa £100million under management and at maximum client capacity, this exceptional small practice urgently require a seasoned professional to take responsibility for a large number of clients at outset. Managing exclusively HNW and UHNW private client affairs in addition to a select number of corporate schemes, the brand is well thought of in their key circle of clients with new prospects being referred all the time. With the objective of moving towards full in house discretionary fund management, we have been asked to look for an experienced private client adviser who has expert knowledge around investment portfolio construction. This person could either be working for a fee based HNW IFA or a fund manager. Primarily responsible for managing existing client portfolios, your key objective is to advise clients on a key strategy in line with their asset allocation profile. This will include taking responsibility for all investment research assuring clients are aware of current market movements and opportunities. Once embedded within the business, the strategy will be to take full responsibility of all client assets defining an investment strategy going forward, which at this stage is to create a full discretionary fund management business. The medium term is also promising as the business owner is exceptional in generating new business therefore a real opportunity will be presented to move into a key role with greater responsibility.

To be considered, candidates must demonstrate complete investment expertise across all asset classes in a private client environment. Knowledge of employee benefits would be highly advantageous but not essential. Experience of advising UHNW's is also desirable as portfolio' s in most are £1m+. Starting salary is circa £60,000 - £80,000 with additional bonuses. The firm is small so candidates must be happy to work in a team based environment and be willing to share various responsibilities.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47729</link><pubDate>Tue, 30 Jun 2009 16:22:12 GMT</pubDate></item><item><title>New Business Flex Consultant - London</title><description>New Business Flexible Consultant
£Excellent + Bonus Benefits
London

Following an exciting journey, this national muti service organisation have sites throughout the UK and are focussed on strengthening their presence in the Total Reward space. Already into flex, they have a number of schemes, but wish to expand on their success delivering both online solutions and regulated consulting to their clients.  This appointment therefore is at a senior level and would see the successful applicant have great input into the shape and marketing of the proposition. Your role will in effect be the flex 'champion' where you will be the first client contact. A sophisticated marketing machine will ensure you are placed in front of key decision makers, the majority of which will be existing clients of the firm. Walking clients through the concept of online benefits, conducting feasibility studies, creating and designing solutions, then overseeing delivery all fit within the spec. Medium term this role is highly likely to lead into management.

To apply, you must be an active consultant in the flex space with excellent presentation and closing skills. Whilst this role does have targets, pure sales ability is not essential as you will be flanked by new business professionals. With a number of successful client wins to your name, you will be able to run full flex feasibility and design programmes. Excellent package with great prospects.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47728</link><pubDate>Tue, 30 Jun 2009 16:05:20 GMT</pubDate></item><item><title>Head of New Wealth Management Launch - London</title><description>Of exceptional quality, this niche investment management boutique run assets for both private and institutional investors. Offering a comprehensive range of products including hedge funds, the executive have considered wealth management in its true financial planning guise for some time and have decided to make their first key recruit, the Director in charge. As the majority of their clients are sourced direct, the new division will quickly be integrated into central marketing with the objective to roll wealth management out to the existing client portfolio. As Head of Wealth Management, you will be responsible for it all including building a business plan, devising the proposition, recruiting the initial team, agreeing objectives with the board, working with marketing for the launch, and then taking the new proposition to the market both internally and externally. This in effect is a blank sheet of paper to launch a wealth management proposition within a sophisticated firm who already have a bank of extremely high quality clients.

Managing risk is the key to the successful launch therefore first and foremost, applicants will have to be well versed in delivering holistic financial planning on a fee basis to sophisticated clients and have some experience in designing a client proposition. At least DipPFS, the preference is for Chartered status to support commitment to the industry. The firm are also looking to manage costs and therefore at this stage are insisting the candidate has their own client bank to ease the financial strain through the early stages. In return however the successful applicant will be rewarded with a good basic salary, profit share and of most importance, equity participation in the new division.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47727</link><pubDate>Tue, 30 Jun 2009 16:05:11 GMT</pubDate></item><item><title>Senior Financial Planner - London</title><description>Senior Financial Planning Consultant
London SW
Basic £excellent + team bonus

Managing portfolios primarily for wealthy families, this traditional investment house is looking to strengthen their client service proposition by recruiting two further technically focussed relationship managers. As clients have more than one point of contact, the firm adopts a team approach and rewards all accordingly. Expertise is essential in the areas of investment portfolio management, pre and post retirement planning and IHT. Average portfolio is circa £3m so candidates must have exposure to dealing with clients of this magnitude. Progressing towards Chartered status is the preference with experience of purely fee based financial planning. Excellent package with exciting prospects for progression and exposure to UHNW clients</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47726</link><pubDate>Tue, 30 Jun 2009 16:05:08 GMT</pubDate></item><item><title>Director of Employee Benefits - London</title><description>Director of Employee Benefits
North London
Basic £Negotiable + equity options

Firmly established for over 25 years, the principle of this successful IFA practice is planning their exit over the next 12 months. Advising both private and corporate clients, the business is profitable with a large number of long standing clients and introducers. The primary objectives are to manage part of the principles client bank which primarily are directors of the corporate client connections, in addition to in effect running the operational side of the company. The business also wishes to enhance their investment proposition so this project would fall within the Directors remit. Naturally your own client bank would be attractive but not essential. Preference is for someone working towards chartered status with experience of running a small financial planning business. Package is totally negotiable depending on experience / clients with options for equity participation.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47725</link><pubDate>Tue, 30 Jun 2009 16:05:03 GMT</pubDate></item><item><title>Associate Implementation Consultant - London</title><description>Associate Implementation Consultant
London
Circa £25,000 + excellent benefits package

Working directly for the Head of Implementation this is an exciting opportunity in which to develop your career as an Implementation Consultant for a leading benefits consultancy. 

This hands-on delivery role working in a client facing environment will involve working as part of a wider team alongside sales consultants and project managers to ensure a seamless delivery to clients based across the UK and Europe. Working on multiple projects with minimal supervision you will define client requirements, configure and test their in-house product.  

Educated to degree level with either a 2:1 or a 1st or equivalent the ideal candidate will have excellent communication and interpersonal skills and be logical, well organised and able to work well with minimum supervision. Its is important to be experienced in using MS Excel and have an understanding and appreciation of delivery methodologies. Previous experience in a client facing environment or within product configuration or IT systems development would also be highly desirable. This opportunity offers the right individual a progressive career path as well as a very competitive salary with access to an extensive flexible benefits package.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47724</link><pubDate>Tue, 30 Jun 2009 16:05:01 GMT</pubDate></item><item><title>Healthcare Co-ordinator - London</title><description>Healthcare Co-Ordinator
London
£20,000 - £25,000 + excellent benefits

As a Healthcare Co-ordinator the main purpose of your role is to provide high quality administration service to a portfolio of corporate clients in respect to their PMI contract and other Healthcare related benefits. 

Supporting Healthcare Advisors you will be responsible for providing pro-active administration support in order to retain and expand existing client accounts and help develop new business. Other duties include producing reports, ensuring all documents are issued in accordance with the Renewal Advice, ensuring all invoices are raised correctly and in a timely fashion as well as providing information and administration support as required by your clients.  

Assisting Advisers in all aspects of client relationship management which will include service and income generation and you will be expected to build good working relationships with all Advisers, ensuring they are fully informed of all client developments whilst having a good understanding of issues and workloads in respect to each client. Additionally you will be expected to assist in managing the workload of the whole Corporate Healthcare Team, co-operating with other team members and communicating effectively to ensure information is shared freely.

It will be your responsibility to also assist the Sales Team with development of your accounts portfolio and prospective clients, through identification of sales opportunities and by administration assistance with sales efforts as well as ensuring databases are accurate for each client and regularly updated to reflect any change.

Educated to A-level standard or equivalent suitable candidates will have previous experiences in a Benefits Administration role with knowledge and understanding of Healthcare specifically PMI. Salary ranges up to £25,000 depending on experience and a full flexible benefits package is also on offer.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47723</link><pubDate>Tue, 30 Jun 2009 16:00:37 GMT</pubDate></item><item><title>Senior Sales Consultant - North West</title><description>Senior Sales Consultant Employee Benefits
Home Based to Cover Midlands, The North &amp; Scotland
Circa £55,000 - Realistic OTE £100K

Providing complete benefit solutions both on and offline supported by full employee engagement communications, the primary focus of this role is to develop new business predominately with medium to large corporates. As this is a 100% new business role, you will be required to generate sales in line with pre-agreed targets on a monthly and annual basis. The role will include company and industry sector fact finding, prospecting activity, attending client meetings, needs analysis, solution selling, proposal development, client presentations, and closing deals.

You will also be required to develop good working relationships with key corporate clients whilst actively seeking and maximising sales opportunities via group, prospecting activity and developing new sales channels. This role will be fully supported by sales support, product development, marketing, data and implementation, system development and support centre to assist and develop good working relationships 

This is a home based role and there will be a monthly requirement to attend the London office for sales/implementation meetings. To be considered, candidates must have proven new business experience selling solution based propositions within the broader employee benefits spectrum. A realistic OTE of £100K plus full benefits package is on offer.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47722</link><pubDate>Tue, 30 Jun 2009 15:47:40 GMT</pubDate></item><item><title>Account Development Manager - London</title><description>Account Development Manager
London and Home Counties
Circa £45,000 + car allowance and uncapped bonus targeted to 20%

Market leading Online Flexible Benefits technology provider and consulting firm are experiencing growth in this sector therefore have a current requirements for an Account Development Manager.

Responsible for the account management and development of key client relationships, you will be required to achieve revenue targets within a client portfolio, establishing and developing effective communications with client contacts and identifying and responding to client needs. Where appropriate, you will be responsible for overseeing the development and maintenance of this service for a group of clients through the proactive management of the client relationship and the delivery of the service level agreement. 

Furthermore, it will be your responsibility to identify revenue opportunities and consider ways of improving client profitability, through cross selling and up selling this firms services. Previous experience in a high level, account management /client facing role is essential within the Flexible Benefits field. The successful candidate will also have strong leadership skills and experience of managing projects focused on delivery with proven financial management skills.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47721</link><pubDate>Tue, 30 Jun 2009 15:47:36 GMT</pubDate></item><item><title>Sales Support - Group Risk - West Midlands</title><description>J003675
Sales Support Account Manager 
Birmingham
£16,000 - £25,000 depending on experience

The main purpose of this role is to build and develop relationships within the SME &amp; IFA Market through telephone based Account Management in order to chase and negotiate new business quotations ensuring that business targets are successfully achieved. Producing Group Quotations selected for the funding pot facility and ensuring all selected quotations are issued inline with insurer and reinsurer funding guidelines. You will be responsible for actively negotiating rates on all selected quotes to ensure closure whenever possible.

Other duties include updating necessary spreadsheets to assist with the accuracy of month end reporting, providing telephone support for brokers/clients on new Schemes and ensuring the database is regularly updated with all contact info as required. You will also be expected to assist in any other tasks deemed to be necessary by the Managing Director and/or Group Risk Manager at any time in order to allow for Risk Department to run efficiently and within the firms ethos of service excellence. 

Previous Group Risk experience is necessary for this role preferably from a broker background, good English, Maths and IT skills including Excel are also necessary. The ideal candidate will have good negotiation skills with the proven ability to close new business transactions. A proactive can do attitude is required and the chosen candidate must be results driven, able to work under pressure, meet tight deadlines, be well organised and have an telephone manner.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47720</link><pubDate>Tue, 30 Jun 2009 15:44:10 GMT</pubDate></item><item><title>Paraplanner - West Midlands</title><description>Paraplanner Chartered Accountancy Practice

This independent and professional financial services group are one of the top 10 providers of Investment Management, Financial Advisory and Accountancy services to private clients, professional practices.

Working as part of the Financial Services Pensions team, the successful applicant will provide administration and technical support to Managers in the team. Main duties will include writing letters and reports, obtaining quotes, research, analyse and prepare technical client reports showing complex investment data within agreed timescales, process client recommendations 

For this position a part time or full time employment contract is on offer. 
You will have a strong knowledge of investment, tax, specialist pensions and protection products. They will also be familiar with FSA rules and regulations.

Candidates are also expected to have either the FPC or Certificate in Financial Planning with Strong communication skills and the ability to work on own initiative and as part of a team.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47719</link><pubDate>Tue, 30 Jun 2009 15:42:53 GMT</pubDate></item><item><title>Healthcare &amp; Risk Administrator - West Midlands</title><description>Existing Business Group Administrator x 2
Birmingham
Circa £19,000

The main purpose of this role is to maintain and develop relationships within the SME &amp; IFA Market through efficient administration of all Group existing business. Duties include issuing of Certificates, annual renewal invitations, providing statement of accounts and all general correspondence within set timescales to ensure that service deliverables and standards are met. 

Providing general administration on all existing Schemes ensuring any outstanding requirements are clearly outlined to the client/broker and that files are kept up to date to reflect any changes. Producing renewal quotations reflecting conditions imposed for the Scheme and any changes in Membership / level of cover, you will also be required to carry out any additional tasks deemed to be necessary by the Managing Director or Group Risk Manager at any time to allow for the Group Department to run efficiently and within this firms ethos of service excellence.

Educated to GCSE level with Good English, Maths and IT skills including Excel is necessary for this role and the ideal candidate will have Group Risk experience from either an insurer or broker background. Able to work under pressure and be to meet tight deadlines the ideal candidate will be a good team player, be well organised have excellent attention to detail and have a proactive can do attitude.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47718</link><pubDate>Tue, 30 Jun 2009 15:42:50 GMT</pubDate></item><item><title>Paraplanner - South East</title><description>This boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner.

You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, compliance checking, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients and co-ordinate the preparation of tax return information. Exposure of dealing with HNW an UHNW private clients required. 

Successful applicants will hold the Certificate in Financial Planning as mandatory (FPC), as well as G60 as a minimum requirement. You will have a good understanding of holistic financial planning and in turn experience in compiling detailed reports within a Paraplanning role. Reward compromises of a competitive salary and benefits .</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47717</link><pubDate>Tue, 30 Jun 2009 15:37:54 GMT</pubDate></item><item><title>Assistant Consultant - London</title><description>Unrivalled in various business disciplines, this world leading organisation provide solutions to vast number of FTSE100 and FTSE firms. Their London based financial planning team engage and deliver advice to some of the wealthiest individuals in the UK. As the team expands, they have perhaps one of the most exciting opportunities for an Assistant Consultant to shadow a small team of truly exceptional advisers with a view to go on and be an adviser themselves. 

The team provides tax and financial planning advice to ultra high net worth individuals (generally £5m+ portfolios) and Senior Executives of some of the UK's largest companies. As part of a leading edge and growing team, you will be responsible for assisting the team and helping prepare advice for clients from entrepreneurs to very Senior Executives on a range of financial planning issues. This role is extremely varied and includes the opportunity to work with some of the UK's wealthiest investors.  You will be helping prepare investment reports, preparing valuations and reviews of clients portfolios, attending client meetings and undertaking investment research.

Candidates first and foremost must have experience within a fee based private client Financial Planning environment .With strong numerical and analytical skills, candidates will  be  progressing with the Diploma in Financial Planning. Good attention to detail is required, as well as having the ability to demonstrate excellent communication and negotiation skills. With evidence of research skills, you will be able to work as part of a team and share technical and practical. Candidates will possess a strong academic record, ideally at graduate level. A basic salary of between £30,000 - £38,000 is on offer in addition to bonus and flex allowance. Perhaps one of the most exciting Para Planner / Assistant Consultant roles available.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47716</link><pubDate>Tue, 30 Jun 2009 15:37:36 GMT</pubDate></item><item><title>Sales Support Administrator - West Midlands</title><description>Recognised for their innovation and quality, this highly prestigious firm of chartered accountants and business advisors discovered the key to running a successful financial planning division many years ago.

Now the firm has a financial services presence in all their offices working closely with the accounts in developing profitable business streams. 

You will see yourself providing support to the IFA's, you will process new business, liaise with clients and Insurance companies, provide quotes and resolve any queries which may occur. Being in a diverse firm such as this, there will be the chance for career development.  which will provide you with the experience needed to eventually progress as part of the Financial Services Team. 

To be considered for this position it is essential you are FPC qualified and have relevant experience working in an IFA environment. Knowledge of Life, Pensions and Investments business is also necessary. The successful candidate will be highly motivated, computer literate, have excellent communication and organisation skills as well as the ability to work to strict deadlines. In return you will receive a competitive annual salary  plus benefits.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47715</link><pubDate>Tue, 30 Jun 2009 15:36:18 GMT</pubDate></item><item><title>Paraplanner - South East</title><description>Paraplanner - Investment Management Firm
West Sussex
£25,000 - £30,000 basic plus benefits + bonus.

Managing key client portfolios between £5 - £10million, this world leader in investment management provide complex financial planning solutions geared around investments, private equity, Hedge Funds and complex wrappers, pensions and IHT planning. 

As a technical interface between consultant and client, you will provide dedicated paraplanning support. This will require you to research products and funds to enable providers to be recommended, compile client fact-finds and reason why letters inline with the professional holistic financial planning ethos of the firm. As second point of contact, you will liaise with clients over the phone and in client meetings. Excellent career progression opportunities see the successful individual have the chance to go on and become a certified financial planner in the long-term.

With full FPC/ CFP as an absolute minimum and studying towards DipPFS or equivalent, the successful individual will be technically competent in all areas of financial planning. Previous experience as a Paraplanner or senior administrator within a similar firm is essential. In return, you will receive full training of the company's internal products and career progression is encouraged within the firm. Salary is £25,000 - £30,000 plus excellent benefits and a discretionary bonus.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47714</link><pubDate>Tue, 30 Jun 2009 15:34:10 GMT</pubDate></item><item><title>Mortgage Adviser. Employed. to £20k plus bonus</title><description>Mortgage Adviser. Employed. to £20k plus bonus
We are a successful IFA practice based in Gravesend Kent. A recent business venture has secured 3 professional introducers in the form of a local estate agency.

We now require a fully experienced mortgage adviser to service the leads from the estate agency and maximise the potential of these introducers. You will be based within the estate agency and receive full admin support.

You will be fully CeMAP qualified or equivalent with CAS and have previous experience in the Estate agency environment. In return we will provide a generous salary and bonus package, office and admin support and steady lead source.

To apply for this position email your c.v for consideration to mark.ford@tenetgroup.co.uk</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47713</link><pubDate>Tue, 30 Jun 2009 14:55:25 GMT</pubDate></item><item><title>IFA</title><description>Our client are a rapidly expanding, leading financial services firm who are really tackling the economic downturn head on and viewing it as a chance to expand over competitors. They provide financial architecture to both large corporate and HNW personal clients who emanate from professional connections and referral. 
An opportunity has arisen for an outstanding private client IFA in the Birmingham area. You will focus on providing outstanding advice to clients, have a proven track record in dealing with HNW clients, ideally be part or full AFPC and be at a point in your career where you are looking for a new challenge. Alternatively, this role would suit a sole trader or small business owner who is aware of impending changes within the industry and is looking to be part of a larger firm whilst retaining their clients and building on their business levels.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47712</link><pubDate>Tue, 30 Jun 2009 14:29:29 GMT</pubDate></item><item><title>Corporate IFA</title><description>Exchange Street is currently working with one of the UK’s leading Employee Benefits consultancies to recruit a Consultant to develop business from their growing Leeds office. The role will mirror that of the corresponding consultant in the North West who, having joined the organisation in 2006, has continued to achieve lucrative results and added significant value to the business.

Based from Leeds with a remit to cover the whole North East region, the primary responsibility of the position is to generate new business opportunities through a combination of existing client referrals, cross selling and developing both internal and external introducers. This is an authorised role in which front end solutions are provided directly, with ongoing support from servicing consultants.

The Leeds office was number one for the company in the UK last year for growth and there is now a sizeable number of staff on the commercial insurance side. However there is no specific individual focusing on developing the office for financial services resulting in a major opportunity.

Successful consultants will be self motivated and proactive, while demonstrating the professionalism to work effectively with board level personnel. Key to the role is the ability to identify and develop opportunities using comprehensive fact finding techniques, therefore a sound understanding of employee benefits products and their application is essential. 

All applicants should currently hold FSA authorisation and hold the Diploma. Whilst employee benefits is a key component of the role the successful candidate will also be able to work on private client business with their clients’ key personnel. Therefore technical knowledge of both areas is advantageous. 

On offer is an attractive basic salary and benefits package commensurate to the status of the position, along with a significant performance related bonus with a very low threshold. As a growing business, there is also opportunity for ambitious individuals to progress in terms of seniority and responsibility.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. 

More opportunities can also be found by visiting our website www.exchange-street.co.uk.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47711</link><pubDate>Tue, 30 Jun 2009 13:03:15 GMT</pubDate></item><item><title>Compliance Officer - LONDON</title><description>Working as second in command within this small compliance team you will be responsible for day-to-day compliance monitoring and supervision within this medium sized IFA business. You will undertake file checking, 1:2:1's, sales process monitoring and T&amp;C. A smaller portion of your time will involve working closely with new recruits. You should have up to date knowledge of pensions and have worked within an IFA environment previously. You must be FPC, CeMAP and be making progress with the AFPC or part Diploma Qualified.  Excellent opportunity for someone to accelerate his or her career in a dynamic growing business. 



Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47710</link><pubDate>Tue, 30 Jun 2009 11:47:26 GMT</pubDate></item><item><title>Pensions Review Assessor</title><description>The Tenet Group, the UK's largest independently owned Financial Services Network, is currently looking to secure the services of a number of individuals with business reviewing experience to support a Personal Pension Review project for up to 8 - 12 weeks.

Applicants must be able to demonstrate the following experience and competencies:

* Regulatory experience, preferably in the IFA sector

* Ability to work on own initiative, using a creative approach to complex/esoteric issue

*Attention to detail
 
* Experience of working in a ‘quality’ environment and / or complaint handling

* Strong written and verbal communication skills

* Ability to work to targets and achieve outputs without compromising quality

* Ability to work unsupervised 
Strong Pensions background, preferably qualified to Diploma level

* Experience of checking retirement based advice and providing written feedback to advisers 
 
Rates of pay are in line with Industry standards and the successful applicants will work from the Leeds office.

Please contact Joanne Davies on 0113 2390011 or submit your CV.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47709</link><pubDate>Tue, 30 Jun 2009 11:25:04 GMT</pubDate></item><item><title>Pensions Fund Accountant - BERKSHIRE</title><description>A pensions consultancy requires a Pensions Fund Accountant to join their South East regional office in Berkshire. 

You will have a recognised accountancy qualification coupled with a proven accounting background gained within a third party pensions provider with your experience covering a broad knowledge of accounting techniques including reconciliation and year end processes. Ideally you will also have previous experience of Pensions Fund Accounting but this is not essential.

On a day to day basis you will be responsible for all forms of reporting activities i.e. preparing pension scheme accounts for audit, reconciling investment transactions, liaising with auditors and investment managers and providing assistance with cash books and pensioner payrolls.



Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47708</link><pubDate>Tue, 30 Jun 2009 11:24:54 GMT</pubDate></item><item><title>Independent Financial Advisor - Worcestershire</title><description>Independent Financial Advisor - Worcestershire - Competitive Salary

The Client:

Our client are a leading firm of Independent Financial Advisors, offering fee based financial advice to clients with a minimum of £500k to invest. The firm are enthusiastic about their work and the quality of advice that is provided to clients at all times.

The Role:

As a cash rich organisation, they are looking to take on an advisor that shares the same values around quality of service to provide advice to the client bank in place, previously generated by the director of the business. You will be required to derive income from clients who recognise and can afford the level of expertise that you will offer.

Desired Experience:

The successful candidates must be able to demonstrate a track record of dealing with HNW clients, and hold a minimum of diploma status.

In return you will receive an outstanding basic salary, and an opportunity to take on and develop an already established client bank.

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.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47707</link><pubDate>Tue, 30 Jun 2009 11:19:51 GMT</pubDate></item><item><title>Investment Research Analyst - LONDON</title><description>Working in a small investment research team for this high profile organisation, this role embeds fundamental, quantitative and actuarial backgrounds and is responsible for the design of investment strategy. You will participate in the investment research around topics such as strategic asset allocation (across all asset classes), tactical asset allocation, risk management, LDI, risk sharing, volatility management, etc...documenting findings. You will also participate in the design and implementation of the research platform , monitoring and quality assuring inputs into the research platform,  both qualitative and quantitative It is essential that you have previous front office or analyst experience from the buy side. As well as previous financial modelling experience and working knowledge of Visual Basic and other programming languages (Access,  Matlab,...) You must be able to cope with fundamental and quantitative research. Actuarial skills are a plus but essential. You must have exceptional interpersonal as well as analytical skills as a key part of the role will involve attending industry events and building relationships within the industry. 


Hillman Saunders Ltd is acting as an Employment Business in relation to this vacancy.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47706</link><pubDate>Tue, 30 Jun 2009 11:03:01 GMT</pubDate></item><item><title>Paraplanner</title><description>Our client is one of the leading fee producers in the Midlands offering both fees and commission based advice to ultra HNW clients in Birmingham.



Along with some large investment business a  portion of the clients business mix is made up of pensions business and large pension transfers, and as such our client requires a technically astute G60 qualified paraplanner to work in their city centre based office.



You will research the market and write suitability letters on behalf of the director of the business and act as a first point of contact for clients. You will also partake in client meetings and manage the relationships with these clients by providing the service that is expected by such clients.



To apply for the role you MUST hold G60 qualification and have worked in support to an IFA in a previous position. In return you will receive an excellent basic salary, full benefits package and endless development opportunities both commercially and technically.

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.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47705</link><pubDate>Tue, 30 Jun 2009 10:52:44 GMT</pubDate></item><item><title>Protection Sales - Staffordshire</title><description>Protection Sales âEUR" StaffordshireâEUR" £18,000 - £22,000



A new position has become available within this expanding Independent Financial Advisers.



Our Client is currently seeking a strong sales professional to work in an outbound sales environment in a dynamic and successful team, to provide limited advice on aterm assurance and related protection products to customers.



Reporting to the Sales Manager you will be responsible for:



âEUR¢Achieving and exceeding set sales targets

âEUR¢Ensure customers, clients and introducers receive a high level of service.

âEUR¢Respond to all incoming calls accordingly.

âEUR¢Produce quotations following company compliance.

âEUR¢Identify leads for IFAâEUR(trademark)s

âEUR¢Cross sell products and services to maximise business.

âEUR¢Provide support for other areas of the business.

âEUR¢Produce accurate reports.

âEUR¢Monitor leads to ensure customers are contacted within set time scale.

âEUR¢Ensure proposal forms are completed by regular customer contact.



ESSENTIAL Experience:



- Proven track record in an outbound sales environment

- 1 years experience within mortgage/financial services sales

- Strong sales focus and professional approach to client servicing



Benefits:



In return you will receive a competitive salary of up to £22,000 depending on experience and an excellent bonus scheme that rewards top performers



To apply for this position, please call Tony Bates on 0845 370 1007 and discuss your suitability and relevance for the opportunity.

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.</description><link>http://jobs.ftadviser.com/job-detail.aspx?id=47704</link><pubDate>Tue, 30 Jun 2009 10:36:06 GMT</pubDate></item></channel></rss>