http://jobs.ftadviser.com/administrators.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5National IFA are looking for experienced financial services administrators to join their team.Working closely with Advisors , role will involve managing new and existing pensions, investments and protection business across a wide ranging high net worth personal financial planning client portfolio. Responsibilities will incude liasing with clients and product providers, maintaining and updating client database and files,preparing packs for client meetings, and providing quotations and valuations. You must have personal financial planning administration experience within an IFA or life office, and be at least part FPC qualified. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=56666Fri, 12 Mar 2010 16:37:48 GMTAs an Underwriting Specialist you will be responsible for producing Group Scheme quotations incorporating Group Life, Group Income Protection and Group Critical Illness business for Corporate clients’ providing vital support in the business management of our group risk portfolio, with specific responsibilities for scheme underwriting and all activities connected with it, through the profitable acquisition and retention of business. You must have at least 2 years Group Risk & Scheme Underwriting experience. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=56664Fri, 12 Mar 2010 16:29:36 GMTNew Business Broker – nr Lichfield Salary: Negotiable plus commission An independent organisation in the Lichfield area are looking for an experienced Account Handler to join their expanding team. They provide a full range of insurances for businesses including Property, Liability, Motor Fleet and Marine. The role will be to prospect the company’s extensive database and uncover potential business opportunities. Once these have been identified, the New Business Broker will advise the clients on the most appropriate cover for their requirements and liaise with underwriters in order to provide the relevant quotes. A high level of customer service must be maintained for the loyal clients. Our client is looking for candidates knowledgeable in a broad range of insurance products, who are able to talk confidently to prospective clients. This role would suit someone who has good technical knowledge combined with a new business focus and the drive and determination to succeed. 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=56663Fri, 12 Mar 2010 15:50:29 GMTResearch Analyst – Investment Management Exeter Competitive Remuneration Modern and forward thinking describes this wealth management organisation. Specialising in providing bespoke financial planning expertise to private clients, unlike most, they have an in-house investment management offering providing the client with the best possible service to maximise return on investments. The need has arisen for an Investment research analyst in their discretionary portfolio management team to be based in the Exeter office. Undertaking research specifically geared around investments you will be responsible for presenting investment recommendations to the Wealth Management Investment team. CF30 approved, you will support senior directors in providing discretionary advice to clients, this typically meaning working with clients face to face and over the telephone. As you will be supporting senior colleagues, you will be required to input and take part in other areas of the business including marketing campaigns and client events. Successful applicants will have experience working within an Investment Management operation and ideally will have had some client exposure. Holding the IMC qualification you will be technically competent across all investment asset classes and ideally studying, if not already having attained the SII Diploma. Remuneration is competitive and negotiable depending on experience in addition to company benefits and potential bonus.http://jobs.ftadviser.com/job-detail.aspx?id=56660Fri, 12 Mar 2010 15:39:21 GMTOffice Administration Manager Dorset, Dorchester £20,000 - £27,000 basic salary plus bonus & benefits Are you interested in working for one of the UK’s leading Investment Management firms in a truly picturesque location on the south coast? Regarded as one of the pioneers within the UK Investment Management arena, this firm provide a comprehensive range of investment management services available on both a Discretionary and Advisory basis, coupled with a bespoke financial planning offering to their HNW client base. As Administration manager you will be responsible for working with the investment management team in managing the back office support function, which will involve supervising and mentoring an administrator. You will ensure the relevant systems and controls are in place for the smooth running of the overall business operation on a day to day basis. From a compliance point of view you will monitor company operations and ensure adherence with any change in FSA regulations and oversee all client documentation. Individuals need only apply if they have experience working within the financial services sector. This role would suit a Paraplanner or Senior Administrator or potentially someone who no longer wants to be based in a front office role. Basic salary is £20,000 - £27,000 with bonus potential and company benefits, which include pension, PMI and life assurance cover. Ideally, you will hold relevant investment qualifications, ideally IMC or SII exams although this is not essential. This is a fantastic opportunity to join a forward thinking organisation and one that truly believes in investing in people.http://jobs.ftadviser.com/job-detail.aspx?id=56657Fri, 12 Mar 2010 15:31:32 GMTTeam Secretary/ Administrator - Investment Management £20,000 - £25,000 Birmingham One of the UK’s leading Investment Management and financial services firms are in the market for a Team Secretary/ Administrator to be based from their Birmingham office. This role will require you to support senior Directors of the firm in arranging meetings and coordinating diaries. You will act as first point of contact for client and external queries over the telephone and deal with administration correspondence. You will prepare and create relevant reports also. Successful applicants will have experience working in a similar role, ideally from a financial services background with a high degree of proficiency in Microsoft office (Word, Excel and Powerpoint). Salary is negotiable depending on experience. Please only apply if you have the relevant experience.http://jobs.ftadviser.com/job-detail.aspx?id=56640Fri, 12 Mar 2010 15:14:00 GMTInvestment Administrator Cardiff A UK leading Investment Management firm are experiencing rapid expansion in their Cardiff office and so the need has arisen for three candidates to fill various administration, clerical and IT roles. Successful applicants will have strong communication skills and be highly computer literate. Previous experience in an administrative role within an investment firm would be highly advantageous but not essential. Salary is pitched between £15,000 - £20,000 depending on candidate experience.http://jobs.ftadviser.com/job-detail.aspx?id=56633Fri, 12 Mar 2010 15:06:12 GMTSenior Investment Advisor £50,000 - £60,000 basic salary plus bonus & benefits Buckinghamshire With circa £100million under management and at maximum client capacity, this exceptional practice urgently require a seasoned investment professional to take responsibility for a large number of clients at outset. Managing exclusively HNW and UHNW private client portfolios, the brand is well thought of in their key circle of clients with new prospects being referred all the time. The investment proposition has spent several months being re-engineered with the result being an exceptional wealth management vehicle with an outsourced Discretionary Management offering. Primarily responsible for managing existing client portfolios, your key objective is to advise clients in a fully holistic manner which will include all aspects of investment advice. All in all this role provides the successful applicant with an abundance of clients, all of which have portfolio' s in excess of £500,000, the opportunity to move into a senior leadership role ,and in due course long term incentives to receive a share of the sales proceeds of the business. To be considered, candidates must demonstrate complete investment expertise across all asset classes in a private client environment. Of graduate calibre, you will also be qualified to at least DipPFS, or equivalent. Experience of advising UHNW's is also desirable as portfolio' s in some cases are upwards of £1m+. Starting salary is circa £50,000 - £60,000 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.http://jobs.ftadviser.com/job-detail.aspx?id=56632Fri, 12 Mar 2010 15:04:04 GMTYou will assist the Head of Distribution in generating, developing and maintaining profitable Group Risk business through selected advisers. You will be the key contact for preparing quotation requests and issuing completed quotations to advisers. You will be an integral part of the new business sales process and an important contact point for advisers in dealing with all aspects of the new business processes. You must have previous experience within the Group Risk market experience in a support capacity. You will therefore need to be able to Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=56618Fri, 12 Mar 2010 14:49:05 GMTCommercial Account Handler – nr Tamworth Salary: £20,000 - £25,000 An insurance broker based in the Tamworth area is looking to recruit an experienced Commercial Account Handler to join its friendly team. As a Commercial Account Handler, the jobholder will be responsible for a portfolio of commercial insurance clients; maintaining strong relationships in order to maximise profitable business growth. This will include dealing with new business, renewals and mid-term adjustments as well as any general queries and problems. To be considered for this role, candidates must have experience within commercial insurance, having gained a high level of knowledge on a broad range of commercial products. Our client is looking for technically competent, loyal and career minded individual who is looking to build a long term career. 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=56615Fri, 12 Mar 2010 14:46:07 GMTCommercial Account Handler – Staffordshire Salary: to £20,000 A well established specialist insurance broker is looking to recruit an Account Handler in its Staffordshire head office. The company provides insurance products to a niche market and consider themselves experts in doing so. They place a high level of importance on developing every member of their team, as they know this is key to their success. The Account Handler will be responsible for the day to day servicing of a portfolio of existing clients, whilst at the same time maximising company profitability. Will be building productive relationships with clients to ensure that their demands and needs are fully understood and met. The role will involve assisting with divisional and team targets for renewals and new business, building and maintaining market knowledge to enable appropriate advice to clients as well as ensuring that all activities comply with FSA regulatory and market standards. Applicants for this role must have experience within the insurance industry, ideally in commercial insurance, but applicants will also be considered with a background in personal lines insurance. Candidates must have excellent negotiation and customer service skills, as well as organisational skills. The ability to build and develop relationships with key underwriters is essential as is enthusiasm and the desire to help the business generate profitable income. Knowledge of Open GI &/or Misys systems would be beneficial. 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=56613Fri, 12 Mar 2010 14:45:54 GMTCommercial Account Handler – nr Lichfield Salary: to £20,000 An independent organisation in the Lichfield area are looking for an experienced Account Handler to join their team. They provide a full range of insurances for businesses including Property, Liability, Motor Fleet and Marine. They are very keen to recruit an Account Handler to provide full internal office support. The Account Handler will be responsible for a portfolio of commercial risks, dealing with renewals and Mid Term Adjustments and the related administration. This company really wish to find a loyal and dedicated individual to play a vital part in their team. It is a prerequisite that applicants have good commercial knowledge across the board to be able to provide expert advice to clients. 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=56608Fri, 12 Mar 2010 14:42:31 GMTFlexible Benefits Administrator £20,000 - £25,000 + benefits London Based in the customer implementation team, you will be responsible for data validation and manipulation for both annual loads and on-going maintenance and updates. You will load and configure flex and total reward statement sites for clients using the in-house system and produce, configure and validate end of election reports. It will be your responsibility to provide day-to-day support for the management of clients including resolving queries, making changes and ad-hoc processing ensuring that all deadlines are met. Furthermore, you will be required to provide administration support for your clients and admin teams. To be considered, you will have a good working knowledge of Microsoft Excel, in addition to confidence in working with and understanding data. With the ability to collect data from multiple data sources, you will ensure the accurate creation and launching of clients schemes. Candidates will have the ability to work accurately, consistently and in a timely manner with data and be able to cope under pressure if required. Therefore you must work well as part of a team where you will be required to manage multiple corporate clients. Knowledge of the benefits market gained from a similar position within Flexible Benefits is essential for this role and opportunities within this firm are fantastic should you be seeking to build a successful career within this industry. Salary will depend on experience and you will be encouraged and supported to progress within this organisation.http://jobs.ftadviser.com/job-detail.aspx?id=56602Fri, 12 Mar 2010 14:34:28 GMTSenior Pensions Administrator Berkshire Circa £30,000 + excellent benefits package As a Senior Pensions Administrator you will be working within a team of around 35 who concentrate on all aspects of Administration, Actuarial and Consultancy services. You will be involved in administering both Defined Benefit and Defined Contribution pension schemes as well as being responsible for the timely and accurate administration of client schemes. As a Senior Administrator you will also be expected to check the work of junior team members as well as providing a consistent and efficient service to agreed service standards. You will be involved in all aspects of pensions administration, including dealing with leavers, transfers in and out, dealing with investment/client money, preparing benefit statements and carrying out manual calculations. Extensive experience as a Pensions Administrator in a consultancy based environment, an insurance company or in-house arrangement is therefore essential for this role and candidates will have good sound technical knowledge as well as strong communication and organisational skills. Knowledge of Profund, Word and Excel packages would also be advantageous. IT is also encouraged and supported to study for the Pensions Management Institute (PMI) exams for which this firm will support you. A competitive slary of between £28,000 - £33,000 is on offer plus a fantastic benefits package including PMI, Pension, Bonus, 25 days holiday and flex fund.http://jobs.ftadviser.com/job-detail.aspx?id=56583Fri, 12 Mar 2010 14:06:46 GMTPensions Administration Manager Berkshire £35,000 + excellent benefits package Leading an administration team of 4, your business remit covers all aspects of client Administration for both Defined Benefit and Defined Contribution pension schemes. You will be responsible for ensuring the accuracy of your teams work in addition to monitoring that all work is produced in a manner that meets client's expectations and is in line with this firms procedures. Additionally you will be responsible for calculating or checking the more technical cases as well as being responsible for the development and coaching of your team which will include identifying individual training needs and by conducting formal performance appraisals. Extensive experience within pensions administration is essential and suitable candidates will currently either be a Senior Administrator or Team Leader within a consultancy based environment, an insurance company or in-house arrangement. APMI qualified or near completion of this qualification is preferred. Knowledge of Profund, Word and Excel packages would also be advantageous. Additionally strong communication and organisations skills are essential for this role with a positive attitude. Salary on offer is around £35,000 plus car allowance, bonus, PMI, Pension, 25 days holiday and Flex package.http://jobs.ftadviser.com/job-detail.aspx?id=56582Fri, 12 Mar 2010 14:05:26 GMTPensions Administrator Berkshire £17,000 - £23,000 This large business services organisation advise on every aspect of corporate pensions, helping major organisations develop strategies based on financial modelling and business insight. As a Pensions Administrator you will assist in the delivery of administration services to a number of pension clients. The role will involve maintaining accurate records of members in the schemes, calculating benefits, providing information to scheme members and assisting other team colleagues. Initially, you will be asked to carry out a range of administrative duties and as your experience and knowledge grows you may be asked to undertake more technical duties at a later stage in your career you may be involved in advising clients on their pensions issues. To be considered candidates will have some experience working in a Pensions Administration role and be highly numerate as you will be required to work out leaver and retirement calculations. Additionally you will also need a wide range of other skills including the ability to communicate well, an interest in business issues and strong attention to detail. A positive attitude and determination to meet deadlines would be beneficial. As an Administrator you will be encouraged and supported to study for the Qualification in Pensions Administration (QPA) or Pensions Management Institute (PMI) exams. This role also includes an excellent benefits package which includes, Pension, Bonus, 25 days holiday and a flex package.http://jobs.ftadviser.com/job-detail.aspx?id=56581Fri, 12 Mar 2010 14:03:23 GMTThis successful IFA who believe they have a true consultancy service they offer their valued clients. The need has arisen to take on 2 additional Financial Administrators. You will be instrumental in the sales support cycle, supporting a team for financial planner and paraplanners. Main duties will include processing new business, dealing with any client queries, maintaining system, any other administrative duties passed onto you. This company believe in training and development, a great foundation for anyone who sees their career within financial services. To be considered previous experience within financial services with a minimum of FPC 1-3http://jobs.ftadviser.com/job-detail.aspx?id=56576Fri, 12 Mar 2010 13:59:59 GMTSuccessful firm of financial planners with a well earned reputation for providing quality service to individuals and businesses. A new opportunity has arisen for an experienced administrator to work alongside the existing team to help provide ongoing support. Duties will include day to day support, reason why letters and reccomendations. Experience within an existing IFA Practice is essesntial. Candidates must also have a willingness to learn and develop as well as being keen to progress with professional qualifications. Strong written and verbal communication skills, attention to detail and being a good team player is also required. Certificate in Financial Planning required and candidates must have experience with Truth software as well as previous experience within financial services essential.http://jobs.ftadviser.com/job-detail.aspx?id=56574Fri, 12 Mar 2010 13:57:37 GMTThis successful IFA who believe they have a true consultancy service they offer their valued clients. The need has arisen to take on 2 additional Financial Administrators. You will be instrumental in the sales support cycle, supporting a team for financial planner and paraplanners. Main duties will include processing new business, dealing with any client queries, maintaining system, any other administrative duties passed onto you. This company believe in training and development, a great foundation for anyone who sees their career within financial services. To be considered previous experience within sales support with a mortgage bias.http://jobs.ftadviser.com/job-detail.aspx?id=56573Fri, 12 Mar 2010 13:57:36 GMTOur client is a successful firm of IFAs (Wealth Management) based in the West End, offering professional, informed and independent financial services are seeking to hire a temp to perm IFA administrator. Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions) i.e. requesting quotations and paperwork. You should ideally be working towards FPC/CF qualifications or have some exams to your name. You should also express strong administrative skills and have an ability to work towards time scales. Candidate must be immediately available to start work. This role is very likely to go permanent after a short time. On offer is a great opportunity to work with HNW individuals within a well established and forward thinking wealth management firm.http://jobs.ftadviser.com/job-detail.aspx?id=56566Fri, 12 Mar 2010 12:51:22 GMTThis successful IFA who believe they have a true consultancy service they offer their valued clients. The need has arisen to take a sales support administrator. You will be instrumental in the sales support cycle, supporting a team for financial planner and paraplanners. Main duties will include processing new business, dealing with any client queries, maintaining system, any other administrative duties passed onto you. This company believe in training and development, a great foundation for anyone who sees their career within financial services. To be considered previous experience within financial services with a minimum of FPC 1-3http://jobs.ftadviser.com/job-detail.aspx?id=56559Fri, 12 Mar 2010 11:45:07 GMTMaternity cover role Account & Administration Assistant required for a firm of IFA's for 7 month contract Key responsibilities include: Inputting commission statements onto Adviser Office Maintaining accounts and reconciling them with bank statements; maintaining weekly and monthly excel spreadsheet accounts Obtaining client valuations and updating Adviser Office accordingly. Answering telephones, Greeting clients. Preparing and issuing cheques for invoices due. Assisting with general administration duties. It is essential to have good knowledge of Adviser Office and experience in Morningstarhttp://jobs.ftadviser.com/job-detail.aspx?id=56558Fri, 12 Mar 2010 11:43:36 GMTSenior Pensions Administrator required for a reputable nationwide organisation. Key responsibilities include: Managing day-to-day activities of staff to ensure efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients’ requirements. Acting as a key member of the pensions administration team, providing support to the team leader. Day to day management of client relationships with trustees, scheme members and corporate clients, acting as first point of contact where applicable, taking a proactive stance to gain an extensive knowledge of their assigned client portfolio. Project managing annual projects such as renewals, benefit statements, life assurance, PHI and pension increases. Handling any data processing and administration tasks, ensuring projects are fully monitored and completed in line with customer and legislation requirements. To be considered previous pensions administration experience of Defined Benefit (DB) and Defined Contributions (DC) schemes required. Educated to a minimum of A Level or Degree or equivalent standard. Excellent salary and benefits on offer.http://jobs.ftadviser.com/job-detail.aspx?id=56553Fri, 12 Mar 2010 11:36:48 GMTSales Support Administrator London Contract Role As impartial fee based advisers this independent private bank pride themselves on providing expert guidance rather than the promotion or use of financial products. An urgent requirement for a competent sales support administrator to join on a temp to perm contract. With previous experience within Financial Services you will be used to supporting Financial Planners with all aspects of sales support within HNW and UHNW clients. Organised, confident, you will have excellent communication skills with a can-do attitude. Experience of using 1st Software is essential. A competitive salary is on offer for the right candidate.http://jobs.ftadviser.com/job-detail.aspx?id=56526Thu, 11 Mar 2010 16:20:10 GMTThis worldwide brand has a strong presence in the UK where it provides a wide range of services. It has a particularly well regarded financial planning division that advises companies on group pensions and wider employee benefits alongside personal planning for their key personnel. They are currently seeking to bolster the support provided to their advisers and to that end wish to recruit a new employee benefits administrator. Based in Glasgow the individual is required to be an experienced administrator who has worked for an IFA, an actuarial firm or a life office within their corporate/employee benefit divisions. Whilst some training can be provided on products such as group life this is a senior admin role where the successful applicant will be given a range of pension and employee benefit schemes to manage from day one. Therefore it is likely that candidates will have the FPC/CertPFS qualification and be technically au fait with group pension schemes, employee benefits and corporate protection. Individuals will have looked after such schemes in a previous role and will be highly competent in this regard. The company is renowned for its excellent working environment and the package on offer, including a variety of benefits, is one of the best in the market reflecting the quality of the overall organisation. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900 or send your CV to recruit@exchange-street.co.uk. www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=56523Thu, 11 Mar 2010 15:17:36 GMTBenefits Administrator London Circa £25,000 + full benefits package Responsible for providing a consistently high standard of administration services to a portfolio of clients in relation to benefit admin schemes, you will be a source of technical expertise for the firm’s clients. With a detailed knowledge of all client schemes and plan, it will be your responsibility to agree and deliver the monthly processing and annual enrolment processing with the client. Supporting your client team members to ensure agreed client service levels are met, you will follow processes, procedures and controls, including peer review, in order to maintain appropriate levels of communication with your clients. You will be responsible for the entire mid year processing cycle(s) including creating & managing project plans for the cycles, assisting in the annual enrolment cycle and helping in the delivery of training new administrators in their given roles. Furthermore, it will be your responsibility to identify personal development needs and source appropriate training for new administrators. Other duties will include assisting with projects for major clients (e.g. implementations, renewal, benefit changes) as directed by the Project Manager and taking part in process change ‘business level’ projects. You will ensure that processes are consistent and up to date, and it will be a key part of your role to identify additional revenue opportunities. A strong working knowledge of flexible benefits is required and it also essential for candidates to have proven experience in using MS Excel. Candidates will have excellent verbal, written and interpersonal skills, able to prioritise tasks and work to fixed deadlines. Accuracy and attention to detail are also imperative, with the ability to understand technical issues. Salary is dependant on experience and this role has endless opportunities to progress within this organisation.http://jobs.ftadviser.com/job-detail.aspx?id=56481Wed, 10 Mar 2010 17:01:04 GMTFlex Administrator London £25,000 + excellent benefits package As a flexible benefits administrator your main responsibilities will include providing support to both Account Managers and Project Managers, assisting with renewals and launches of Flex and TRS as required and keeping the flex database records up to date. Candidates must confidently understand the full cycle of flexible benefits and how it works as well as monthly enrolments and payroll. You will be involved with implementation, renewals, monthly benefits and payroll reporting, leavers joiners and lifestyle changes. Educated to degree level is highly desirable although not essential whereas previous experience in a Flexible Benefits role is necessary. A generous salary of up to £25,000 is on offer for the right candidate and includes a very generous benefits package including Pension, PMI, Income Protection, DIS, 25days holiday and flexible benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=56476Wed, 10 Mar 2010 16:55:13 GMTImplementation Analyst London Circa £25,000 Based in the customer implementation team, you will be responsible for data validation and manipulation for both annual loads and on-going maintenance and updates. You will load and configure flex and total reward statement sites for clients using the in-house system and produce, configure and validate end of election reports. It will be your responsibility to provide day-to-day support for the management of clients including resolving queries, making changes and ad-hoc processing ensuring that all deadlines are met. Furthermore, you will be required to provide administration support for your clients and admin teams. To be considered, you will have a good working knowledge of Microsoft Excel, in addition to confidence in working with and understanding data. With the ability to collect data from multiple data sources, you will ensure the accurate creation and launching of clients schemes. Candidates will have the ability to work accurately, consistently and in a timely manner with data and be able to cope under pressure if required. Therefore you must work well as part of a team where you will be required to manage multiple corporate clients. Experience and knowledge of the benefits market is preferred and opportunities within this firm are fantastic should you be seeking to build a successful career within this industry. Salary will depend on experience and you will be encouraged and supported to progress within this organisation.http://jobs.ftadviser.com/job-detail.aspx?id=56467Wed, 10 Mar 2010 16:44:01 GMTOur client are a successful firm of financial planners and iare looking to build on their excellent reputation in the market of providing quality service to individuals and businesses. With an outstsanding new model proposition they are now firmly established as a market leader with the highest quality staff in support of 2 directors of the business. The business is now looking for an experienced administrator to work alongside the existing team to help provide ongoing support to the existing client bank and newly introduced clients. You will be involved in the day to day administration of new business while servicing existing business. The successful candidate will have 3 years experience in an IFA organisation in a similar position, ideally holding full FPC or equivalent and with a passion for providing first class service at all time. In return you will receive full training and support for additional qualifications, and the opportunity to join a growing business that can develop your career as the business grows further. 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=56438Wed, 10 Mar 2010 13:30:35 GMTInvestment Analyst – Global Consulting Firm £36,000 - £37,000 basic plus excellent benefits & bonus Bristol My client are a leading global provider of investment consulting services as well as providing a full HRO and BPO offering to their clients, typically FTSE 100 and 250 institutions. The need has arisen for an Investment Analyst to join their offices in Bristol. Supporting experienced Analysts and Investment Consultants your role will involve proactively producing and monitoring investment reports and performing calculations geared towards pension funds. You will prepare your findings and on occasion will participate in client meetings, presenting sections of your findings highlighting key factors. Secondly, you will be responsible for drafting investment strategy and manager structure reports using relevant modelling tools and assist with manager selection. Working as part of a team you will be required to deal with routine queries from clients, investment managers and any other relevant third parties. Successful Applicants must be able to demonstrate an understanding of the pension and investment marketplace, specifically how pension funds operate in various market conditions. You will either be fully or part CFA qualified and willing to complete the IMC in due course. Academically, you will be of graduate calibre (ideally a numerate degree discipline) with grade B or above in A’level Maths or equivalent. On offer is a basic salary between £36,000 - £37,000 plus excellent company benefits and bonus, and more importantly a chance to join a truly global consulting business that offer fantastic career development prospects.http://jobs.ftadviser.com/job-detail.aspx?id=56433Wed, 10 Mar 2010 12:57:34 GMTInvestment Analyst – Global Consulting Firm £28,000 - £36,000 basic plus excellent benefits & bonus Edinburgh My client are a leading global provider of investment consulting services as well as providing a full HRO and BPO offering to their clients, typically FTSE 100 and 250 institutions. The need has arisen for an Investment Analyst to join their offices in Edinburgh. Supporting experienced Analysts and Investment Consultants your role will involve proactively producing and monitoring investment reports and performing calculations geared towards pension funds. You will prepare your findings and on occasion will participate in client meetings, presenting sections of your findings highlighting key factors. Secondly, you will be responsible for drafting investment strategy and manager structure reports using relevant modelling tools and assist with manager selection. Working as part of a team you will be required to deal with routine queries from clients, investment managers and any other relevant third parties. Successful Applicants must be able to demonstrate an understanding of the pension and investment marketplace, specifically how pension funds operate in various market conditions. You will either be fully or part CFA qualified and willing to complete the IMC in due course. Academically, you will be of graduate calibre (ideally a numerate degree discipline) with grade B or above in A’level Maths or equivalent. On offer is a basic salary between £28,000 - £36,000 plus excellent company benefits and bonus, and more importantly a chance to join a truly global consulting business that offer fantastic career development prospects.http://jobs.ftadviser.com/job-detail.aspx?id=56432Wed, 10 Mar 2010 12:34:56 GMTAs impartial fee based advisers this independent private bank pride themselves on providing expert guidance rather than the promotion or use of financial products. A need has arisen for a competent sales support administrator to join on a temp to perm contract. With previous experience within Financial Services you will be used to supporting Financial Planners with all aspects of sales support within HNW and UHNW clients. Organised, confident, you will have excellent communication skills with a can-do attitude.http://jobs.ftadviser.com/job-detail.aspx?id=56429Wed, 10 Mar 2010 12:25:28 GMTCommercial Account Handler – Kent Salary: £16,000 - £24,000 A well established insurance broker is seeking an Account Handler in central Kent. The company are a national company with offices spanning the whole of the UK and provide both personal lines and commercial insurance products. The role will comprise of both new business duties and servicing of existing clients. The Account Handler will work towards sales targets of commercial insurance products as well as provide full administrative support for the Broking team, including processing of instructions and correspondence from the Account Executives. A key part of the role will be dealing with queries from clients and occasional visits to clients will be required. Candidates applying for this role must have experience within commercial insurance, ideally from a broker background. Knowledge of a broad range of insurance products is sought, including personal lines. Applicants must be confident in liaising with clients and underwriters alike, as well as have competent IT and report writing skills. A good standard of education is required, ideally including English and Maths GCSE or equivalent. 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=56406Wed, 10 Mar 2010 09:57:34 GMTHealthcare Administrator London Circa £18,000 As a Healthcare Administrator you will be expected to provide a high quality administration service to a portfolio of clients in respect of their Healthcare contracts and other related benefits. Additionally you will support the Healthcare Co-ordinators and Advisers in order to retain and expand existing client accounts and to help develop new business. To be considered you will be of graduate calibre or have some experience working in a Benefits Administration position. This firm supports study and offer constant training and development. As well as a basic salary or circa £18,000 you will also receive a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=56399Tue, 9 Mar 2010 16:25:51 GMTFlexible Benefits Administrator £20,000 - £25,000 + benefits London Based in the customer implementation team, you will be responsible for data validation and manipulation for both annual loads and on-going maintenance and updates. You will load and configure flex and total reward statement sites for clients using the in-house system and produce, configure and validate end of election reports. It will be your responsibility to provide day-to-day support for the management of clients including resolving queries, making changes and ad-hoc processing ensuring that all deadlines are met. Furthermore, you will be required to provide administration support for your clients and admin teams. To be considered, you will have a good working knowledge of Microsoft Excel, in addition to confidence in working with and understanding data. With the ability to collect data from multiple data sources, you will ensure the accurate creation and launching of clients schemes. Candidates will have the ability to work accurately, consistently and in a timely manner with data and be able to cope under pressure if required. Therefore you must work well as part of a team where you will be required to manage multiple corporate clients. Knowledge of the benefits market gained from a similar position within Flexible Benefits is essential for this role and opportunities within this firm are fantastic should you be seeking to build a successful career within this industry. Salary will depend on experience and you will be encouraged and supported to progress within this organisation.http://jobs.ftadviser.com/job-detail.aspx?id=56398Tue, 9 Mar 2010 16:24:10 GMTHealthcare Administrator London Circa £18,000 As a Healthcare Administrator you will be expected to provide a high quality administration service to a portfolio of clients in respect of their Healthcare contracts and other related benefits. Additionally you will support the Healthcare Co-ordinators and Advisers in order to retain and expand existing client accounts and to help develop new business. To be considered you will be of graduate calibre or have some experience working in a Benefits Administration position. This firm supports study and offer constant training and development. As well as a basic salary or circa £18,000 you will also receive a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=56300Mon, 8 Mar 2010 13:51:32 GMTFlexible Benefits Support Consultant London Circa £30,000 + full benefits The main purpose of this role is to provide expertise in relation to flexible benefits and total reward solutions. A servicing rather than advice role you will assist the Flexible Benefits Director as well as a team of consultants in the successful implementation, management and development of flexible benefit solutions. You will be assisting in maintaining consultants client portfolios, ensuring that scheme literature is accurate and available at all times and supporting consultants in the execution of feasibility studies specifically in relation to necessary data work and reward calculations. You will also be expected to generate and/or contribute the development of new ideas and initiatives whilst assisting the team ensuring the highest quality of service standards, processes and consistency within the team are maintained. Relevant experience within the industry, with the ability to transfer these skills into this position is essential. Professional qualifications would also be desirable however the successful candidate will have the opportunity to study for the relevant qualifications once in employment. Fully IT literate in a range of Microsoft packages including Word and Excel with effective time management skills and a positive “can do” attitude are essential attributes for this position. This is an excellent opportunity with great prospects to develop a career within the flexible benefits market.http://jobs.ftadviser.com/job-detail.aspx?id=56299Mon, 8 Mar 2010 13:48:38 GMTFlexible Benefits Administrator £20,000 - £25,000 + benefits London Based in the customer implementation team, you will be responsible for data validation and manipulation for both annual loads and on-going maintenance and updates. You will load and configure flex and total reward statement sites for clients using the in-house system and produce, configure and validate end of election reports. It will be your responsibility to provide day-to-day support for the management of clients including resolving queries, making changes and ad-hoc processing ensuring that all deadlines are met. Furthermore, you will be required to provide administration support for your clients and admin teams. To be considered, you will have a good working knowledge of Microsoft Excel, in addition to confidence in working with and understanding data. With the ability to collect data from multiple data sources, you will ensure the accurate creation and launching of clients schemes. Candidates will have the ability to work accurately, consistently and in a timely manner with data and be able to cope under pressure if required. Therefore you must work well as part of a team where you will be required to manage multiple corporate clients. Knowledge of the benefits market gained from a similar position within Flexible Benefits is essential for this role and opportunities within this firm are fantastic should you be seeking to build a successful career within this industry. Salary will depend on experience and you will be encouraged and supported to progress within this organisation.http://jobs.ftadviser.com/job-detail.aspx?id=56298Mon, 8 Mar 2010 13:47:02 GMTOur client, a successful niche provider in the mortgage market, is currently looking to recruit an experienced team leader for an office based position in Surrey. Responsible for the day to day management of a team of 10 appointment bookers, including recruitment, coaching, motivating and training, while ensuring weekly targets are achieved in a compliant manner within agreed performance standards. In addition, the team leader acts as a liaison point with other departments and organisations in order to build relationships and facilitate high quality levels of service. Successful applicants must have prior experience of management within a financial services environment and have achieved minimum qualification of financial planning certificates 1 & 2 and ideally CeMAP. In return the role offers an attractive salary and bonus structure worth c£30,000 along with the opportunity to work within a growing organisation. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=56275Mon, 8 Mar 2010 12:35:56 GMTThis reputable firm who has exposure to both private and corporate clients are seeking to employ Employee Benefits Administrator to join the team. Your role will include member sign ups, set up and administration for full benefits solutions including healthcare, pension, group risk and flexible benefits. To be considered you will have previous experience and knowledge of Employee Benefits. Competitive salary and benefits on offer.http://jobs.ftadviser.com/job-detail.aspx?id=56271Mon, 8 Mar 2010 12:20:03 GMTOur client a leading consultancy is seeking an experienced Occupational Pensions administrator to join the pension’s team based in there Hampshire office for a 6 month contract. To be considered for this role, you must have recent experience of administrating Final Salary and Money Purchase Schemes and be competent at producing and checking manual quotes. You will fully administer a portfolio of schemes, whilst also coaching and training more junior team members. Adhoc projects and amending and updating training manuals will also be part of the contract. Progression within professional qualifications will also be seen as a distinct advantage. Hillman Saunders Ltd is acting as an Employment Business in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=56264Mon, 8 Mar 2010 12:10:50 GMTOur client, a leading stockbroker are looking for a settlements administrator to work from their Leeds office.   The role will require you to assist in the administration and the operation of the Settlements Department.   The job involves: Processing of, Crest Stock Deposits and Rejections, Residual Stock Deposits, Residual Purchases, Certificates and Cancelled contracts Assistance with international trade booking and settlement Assistance with booking trades, bulk trades and institutional trades Undertaking CREST reconciliation tasks Running and processing reports/journals including margin journals, outstanding sales reports, and counterparty risk reports. Assistance with equity dividend processing and dividend claims (UK and International) Assistance to the Business Support team as and when necessary Participation in reception rota as and when necessary The job also includes a certain amount of filing and other general administration duties.   Skills You must be proficient in MS Office and have experience in dealing with stockbroking systems such as CREST and settlement systems, preferably Investmaster 4iCore.   Benefits Basic salary to £18k negotiable dependent upon experience Pension Death in service Hays Insurance & Financial Services is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=56153Fri, 5 Mar 2010 16:06:14 GMTMy client who is a leading Financial Services organisation based Nr Chorley are looking to add an additional member of staff to their expanding division. The client is well respected and have been established for over 20 years, growing year on year to become a market leader whose reputation for sound advice and professional approach are core to their business. The successful candidate will have previous Financial Services experience and ideally have their certificate in Financial Planning as well as pensions knowledge. This role offers progression for the right individual, and previous team leader experience would be preferable although not necessary to begin with. Part of the role duties will include Fact finding with clients, processing annuities and becoming heavily involved in payments. The company is keen to sponsor the successful applicant through their diploma in Financial planning and welcomes applicants who would like to develop their career further and eventually lead a team within this department. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=56112Thu, 4 Mar 2010 16:59:44 GMTOur client is a well known General and Commercial Insurance Brokers and Financial Adviser firm in Watford. Due to continuing growth within the firm they are now keen to appoint a part time (initially 4 days per week) PA/Junior Paraplanner to the Financial Services side of the team. The role will include: • Obtaining quotes for life, pensions and investments • Maintaining and updating client investment files on our Client Assyst system • Updating the client log • Keeping a record of CPD for advisers • Taking and keeping minutes of meetings as needed • Keeping on top of FSA / Compliance issues and drafting FSA reports such a Risk Plans, Compliance Plans and Terms of Business monitoring statistics for business mix, lapses and commission clawbacks etc for approval by Directors. • Drafting outline reason why letters which will then be completed by Directors and Advisers • Routine correspondence to insurers • Acting as a PA to me and Rex, organising our diaries and meetings. You must be well educated and have FPC1 as a minimum. This is a great firm with a long standing loyal client base and one which offers ongoing career development. There is the opportunity for an immediate start.http://jobs.ftadviser.com/job-detail.aspx?id=56107Thu, 4 Mar 2010 16:47:59 GMTExperienced Financial Services Sales Support Administrator. Duties will include new business processing, servicing existing business, valuations, liaising with clients and providers, conducting research, some aspects of report writing and providing full sales support back up. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=56063Thu, 4 Mar 2010 09:18:37 GMTOur client is the established IFA division of a highly regarded chartered accountancy practice based in the South West. Keen to retain their high adviser/paraplanner ratio they are currently seeking to recruit a trainee paraplanner for their existing team in Wiltshire. Applicants will either be experienced IFA administrators or alternatively be junior paraplanners looking for a more professional environment. Having promoted two individuals from the sales support team in recent years this is a firm with a real commitment to professional development. It is vital that applicants have previous experience at an IFA firm and are keen to develop into an even more technical role. Working knowledge of pensions, investments (particularly wraps) and protection is a pre-requisite alongside attainment of the Certificate in Financial Planning. Attitude is vital and the successful applicants will be ambitious, hardworking and be able to develop quickly. This is a very professional environment and the opportunity to work on HNW individual cases. The salary on offer is exceptionally competitive with a range of benefits on offer including pension, PHI, DIS and car parking. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900 or recruit@exchange-street.co.uk. www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=56039Wed, 3 Mar 2010 15:00:41 GMTYou will provide an efficient administration service within Wealth Management team. To assist the Advisers in the procurement and processing of new business and the servicing of existing clients, adhering to strict FSA regulations and internal policy and procedure They provide independent financial advice to individual private clients on all products in the financial market. Each administrator will support between 1 and 3 Advisers, dependant upon their experience and the Advisers business production. The key functions of the role are to deliver an efficient and effective support service to the Adviser, while providing an excellent service to the client.http://jobs.ftadviser.com/job-detail.aspx?id=40956Tue, 16 Dec 2008 12:14:35 GMTEMPLOYED AND SELF EMPLOYED MORTGAGE ADVISORS MORTGAGE SPECIALISTS MORTGAGE CONSULTANTS London and Bristol Basic Salary + Bonus + Commission Experienced qualified CeMAP mortgage advisors to be based in London and Bristol. (although some other locations available) Good quality leads are provided to you, so you will need to be sharp and ambitious as it is a very competitive market place so only mortgage advisors that want to earn top commissions should apply. You will be experienced, currently working as an advisor, have full CeMAP qualifications. They fundamentally believe that face to face advice is the best you can get. Meeting the client, understanding their needs and aspirations, help you get the very best mortgage and protection products in the market place for them. Your role will be to both develop and deliver on this exceptional opportunity in the current Market and earn your true worth in a professional client focused environment. With Interest rates at their lowest for over 30 years the opportunity to deliver and earn in the market is still as real as ever. So if you feel you are an individual who can deliver what they promise and has had exposure to prestigious clients then please do not hesitate to contact Robert in confidence on 07979860103 or 0207 712 1678http://jobs.ftadviser.com/job-detail.aspx?id=48139Thu, 16 Jul 2009 10:51:38 GMTParaplanner London £22,000 to £27,000 To write quality client suitability reports, limited and holistic financial plans. To work alongside Managing Director (MD) with clients.* • To develop skills and knowledge for financial planning reports. • To write high level complex financial plans for suggested clientele (to be signed off by MD). • Assist MD in preparing client meetings and perform after meeting follow-up work under the supervision of MD. • Provide relevant management information as required by MD. • Work alongside office manager and learn TCF requirements and support client management of ADL. • Liaise and attend meetings with other companies necessary to perform duties and aid business and organisational development.http://jobs.ftadviser.com/job-detail.aspx?id=54809Thu, 4 Feb 2010 16:56:51 GMTThe Trustee division is organised into a number of servicing departments that are structured to deliver the highest level of service possible to customers, including Scheme Trustees, Scheme Members, Financial Advisers, Auditors, Actuaries, Regulatory Bodies and internal customers including Finance and ECRM. It is responsible for a range of services for Occupational Pension Schemes (primarily defined benefit) including documentation, actuarial support, administration including new scheme installations, scheme wind-ups and group annuity business. Within all administration teams the focus is on the attainment of high quality, accurate and timely standards, fully compliant with legislative requirements and the policy conditions or rules governing each of the products or individual schemes. The jobholder will carry out specific administrative service tasks within their team, as required for the specific products or schemes. Responsibilities · Process a specific administrative range of member and scheme level tasks. · Prioritise and plan own work, identifying and communicating potential bottlenecks/problem areas to your team manager. · Actively participate in training that is arranged, taking responsibility for increasing own skill level. Maintain knowledge by keeping up to date with procedures, circulars, newsletters etc. · Actively coach and mentor less experienced members of the team, acting as a point of reference, providing feedback to line manager. · Develop professional relationships with colleagues and internal customers. · Actively participate in Business Process Improvements, recommending ways to enhance the efficiency and quality of the processes, and being involved in any development and implementation of the changes. · Participate in team and business projects, working closely with Administrators, Senior Administrators and Principal Administrators to achieve Company business goals. Requirements Essential · Customer focused and ability to deal appropriately with customer enquiries. · Excellent written and verbal communication skills. · Planning and organisation skills. · Aware of the background to and basis of calculations and communications. Be aware of the HMRC limits and other legislative requirements governing the administration of occupational pension arrangements. · Hold GCSEs in Mathematics and English, grade C or above. · Knowledge and proven experience of the full range of pension service team related activities, processes and procedures. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=55929Tue, 2 Mar 2010 09:04:59 GMT