http://www.workcircle.co.uk/ Jobs from Workcircle en-us http://www.workcircle.co.uk/images/logo-small.gif http://www.workcircle.co.uk/?locations=birmingham http://www.workcircle.co.uk/click?j=147468296&from=feed http://www.workcircle.co.uk/click?j=147468296 Our client, a Top Tier UK Accountancy firm, requires and experienced IFA to work from their Birmingham city centre offices within their Financial Planning arm of the business. The successful post-holder will have a strong fee based financial planning background, be at Advanced Dip PFS level and have a demonstrable track record of high revenue production. You will have access to a large, wealthy client bank in this role and therefore the transferring of clients won’t be necessary. This is a private client focussed role you will required to provide a holistic financial planning service to predominantly HNW clients alongside a small number of corporate/commercial clients. This opportunity offers limitless access to high quality clients along with a highly polished and professional working environment. The firm is hugely respected and very prestigious, and offers outstanding packages for outstanding individuals that coupled with the top end earnings potential make this an opportunity not to be missed. 45000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sun, 19 May 2013 10:28:57 +0100 http://www.workcircle.co.uk/click?j=146695798&from=feed http://www.workcircle.co.uk/click?j=146695798 Due to continued growth and recent client wins, our client who is a leading independent firm based in Birmingham City Centre is looking to recruit an Audit Senior. In this role you will deal with a mix of audit, accounts preparation, VAT and payroll, however the bulk of the role will be within audit. Client contact will be massive part of your everyday routine as the focus is adding value for the client and you will become a key part of the team on site. Their clients range from small to mid sized businesses and they focus their attention on problem solving and advice. Their audit experience stretches across a wide range of business sectors, consistently building and nurturing strong client relationships. The successful candidate will have: 4years minimum practice experience Experience of an audit led portfolio Bookkeeping, VAT return and Accounts Preparation experience Proficient in Sage and Iris packages. Must possess good A Level grades A-C. Public Practice based in Birmingham with realistic growth plans. Competitive salary and benefits. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13296504 Michael Page is a world leading recruitment consultancy. 28000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sun, 19 May 2013 02:43:16 +0100 http://www.workcircle.co.uk/click?j=147320415&from=feed http://www.workcircle.co.uk/click?j=147320415 Position: IFA Administrator / Paraplanner Salary: £21,000 - £25,000 Location: Birmingham My Client is current seeking an experienced administrator / Paraplanner to join an IFA practice in North East Birmingham. They are an established practice that is looking to expand with fantastic opportunities available. The Role: Prioritising and carrying out all pre and post sales administration on pensions and investment business To assist the Director with all aspects of his Financial Planning To maintain the back office database General ad-hoc administrative duties Use of a spreadsheet to keep all data correct Preparing client packs and financial summaries of investments for client meetings and reviews The Candidate: Knowledge of MS Word, Excel and Outlook with the ability to pick up True Potential, ACT database skills and other computer/web based software systems Certificate in Financial Planning equivalent to at least FP3 or CF5, with the ambition to complete the Diploma Paraplanning experience, including writing reports and researching products Strong computer literacy skills are essential Good attention to detail Strong communication skills as you will be speaking with clients Previous experience within an administrative position is preferable 21000.0000 Speciality: Sales Support. Location: Birmingham, West Midlands Sat, 18 May 2013 02:59:08 +0100 http://www.workcircle.co.uk/click?j=146695826&from=feed http://www.workcircle.co.uk/click?j=146695826 Are you an accomplished Paraplanner with an amazing eye for detail? Are you fully qualified to diploma level and able to produce complex tax and financial reports? We have an immediate opportunity for an experienced Paraplanner / Financial Planning Technician to join a thriving, rapidly expanding and market leading financial services organisation based in south Birmingham. As a part of this well established, successful and growing business, you will have detailed knowledge and understanding of UK tax systems, trusts, investments wrappers and investment assets allocation and market workings. Working as part of a Technical Team, you will be supporting a team of professional consultants to produce full, client friendly reports. You will analyse funds and prepare recommendations, liaising with consultants to ensure product suitability for their clients, always ensuring that you are fully up to date with the developments in the financial markets and current legislation. You will provide investment reports for new and existing business, generate complex suitability letters and prepare details of fund switch instructions to ensure that they are carried out within set timescales. You will be a natural organiser, with an amazing eye for details a flair for numbers and a real roll your sleeves up style. With a no job too big or too small attitude to your role, you will happily turn your hand to anything that is needed. With excellent general IT skills and an ability to work under pressure to tight deadline, you will thrive in the challenges of this role. You will have great communication skills and the ability to liaise with clients at all levels. The right attitude is crucial for this busy team, so you will enjoy a responsible role, using your own initiative and working with minimal supervision. You will be an experienced Paraplanner, able to bring a wealth of knowledge to this expanding team, and looking for a role where you will be happy to assist with the coaching and develop of up and coming members of the team. You will have a solid background in a financial services organisation and be looking to take the next step in your career in an expanding, fast paced entrepreneurial organisation. In return you will receive an excellent salary and benefits package, and the opportunity to further develop a varied and challenging career within a in a business that is genuinely market leading in their field. SimkissGuy Recruitment is acting as a recruitment agency for the purpose of this vacancy. We are an equal opportunities employer who welcomes applications from all. We will be in touch within 3 working days if we would like to discuss your CV and experience further. If you do not hear from us within that time then you have unfortunately been unsuccessful in your application for this particular vacancy. We would welcome further applications from you for roles that may be more suited to your skills and experience. 26000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Sun, 19 May 2013 02:43:21 +0100 http://www.workcircle.co.uk/click?j=147320399&from=feed http://www.workcircle.co.uk/click?j=147320399 Private Client Manager Birmingham £30,000 - £35,000 My client provides banking, investment management, pensions and advisory services for private, institutional and corporate clients. An opportunity has arisen within the Investment Management division of the Birmingham office to support two Senior Managers and two Directors in the management of client portfolios. The successful candidate will need to be an FSA Approved Level 6 qualified individual and will be looking to develop their career initially in portfolio management with a longer term aim to develop in a client facing capacity. Experience of working in a similar environment will be an advantage. The position also requires liaising on a daily basis with other investment departments, both face-to-face and on the telephone therefore candidates should be presentable and articulate. Duties will include the drafting of letters to clients, Capital Gains Tax issues and involvement with investment schemes and share dealing. This is an excellent opportunity for career development and to work for an extremely reputable organisation. They work with ultra HNW individuals and as a result are very secure financial which in turn means the company can offer great stability. The package includes the basic salary of between £30,000 - £35,000, pension, PMI, PHI, Life assurance but more importantly the opportunity to join a top class firm and begin to develop your own portfolio of clients whilst working within a supportive organisation who will develop you into a fully fledged Investment Manager For more information or to apply please forward your CV or contact David Elders on or 30000.0000 Speciality: Investments. Location: Birmingham, West Midlands Sat, 18 May 2013 02:59:07 +0100 http://www.workcircle.co.uk/click?j=148137749&from=feed http://www.workcircle.co.uk/click?j=148137749 The Position is within a national firm of chartered surveyors and property consultants to provide major developers and corporates with specialist Investment advice and Agency services and to ensure business development opportunities are effectively pursued and instructions are generated, for both transactional and non-transactional opportunities. Main responsibilities Generate fees of circa £200k per annum and build upon these consistently, with a significant proportion of these fees being derived from new personally-generated instructions. Advise clients and potential clients on the optimum market strategy for sites, supporting recommendations and advice with hard comparable data derived from IT-based systems. Identify business opportunities which have the scope to offer a commercial return again up-front investment of time/resources. Take an active role in the local business community and represent the Firm at dinners, agency launches and other corporate and client events. Proactively identify and refer non-agency opportunities so that these can be taken forward. Develop and maintain a strong network of internal and external contacts and use these contacts in order to further develop business. Supervise and mentor more junior members of the team/office. MRICS qualified. 'Well-known’ and have a client following in the Birmingham/Midlands market. Good awareness of (primarily) the industrial market in the West Midlands. Strong commercial judgment/acumen. Good management/organisational skills both in terms of time management, day-to-day business and the training and mentoring of other team members. Perseverance and stamina with a drive for results in order to maintain momentum and complete the task. High level of attention to detail understands the needs for accuracy at all times. Portrays confidence in their ability to both sell to the client and meet their needs. Planning and prioritising skills to schedule work and ensure its timely completion, taking into account conflicting deadlines. A degree of flexibility in order to move from one task to another without a loss of productivity. Excellent communication and interpersonal skills with, not only the ability to engage with current clients and colleagues at all levels, but also the ability to manage and develop key external contacts to maximise business opportunities. Proficient in all Microsoft Office applications and relevant IT-based systems. . Working hours 0900hrs to 1730hrs, Monday to Friday. This position also involves out of hours working on an 'as necessary’ basis. 0.0000 Speciality: Investments. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:29 +0100 http://www.workcircle.co.uk/click?j=142079965&from=feed http://www.workcircle.co.uk/click?j=142079965 Position: Paraplanner Salary: £22,000 - £28,000 Location: Birmingham A highly reputable Financial Planning firm are currently seeking an experienced Paraplanner within their Financial Advisory team. The Paraplanner will play an integral role in providing a holistic service to the needs of all the Private and Business clients. Responsibilities Service clients on a flexible, integrated, fee basis as financial planning is core to the needs of the group The processing of the personal information provided by clients during a meeting with their Financial Advisor Researching the best solutions that meet each clients financial needs Produce letters, reports and supporting evidence for consideration by the Client Assist in analytic work, including cash flow forecasting and investment analysis Assisting the Financial Adviser in establishing new client relationships Assessing each clients financial circumstances Preparing financial statements to support development of each client financial strategy Use of financial planning software tools Proposing and drafting solutions that meet each clients goals, needs and objectives Developing productive working relationships with colleagues and clients Skills Experience within the Financial Services Sector with good working knowledge or exposure to all aspects of Investments and Pensions Experience of portfolio management and the use of investment management systems, research tools and platforms Diploma qualified or close to achieving it 22000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Fri, 17 May 2013 06:36:24 +0100 http://www.workcircle.co.uk/click?j=148137639&from=feed http://www.workcircle.co.uk/click?j=148137639 Enhance Your Sales Career - Multi Tied Financial Consultant Mutual Society Based! Salary up to £40,000 uncapped bonus potential, company car and a great benefits package, including home office, laptop and blackberry. Are you an RDR qualified financial advisor who is looking for a new and exciting challenge, where you can enhance your sales and client base, earn excellent bonus’ and work for a leading mutual financial services provider? My client has got an exciting opportunity to recruit a Multi Tied Financial Consultant where leads are provided and receive support in building up a profitable client base in the Medical Sector across the Birmingham area To be considered for this role, our client requires: Diploma in Financial Planning RDR 4 Current experience of working in a Financial Consultant role (Independent or bancassurance) CAS status (Desirable but not essential) Flexibility to work from home with office space Outstanding product knowledge and usage in the market place. Proven evidence in strong cross selling and up selling skills with ability to articulate and persuade. Excellent communication skills with ability to liaise with customers from a diversity of backgrounds Excellent time management and organizational skills with flexibility of working hours If you would like to be considered for this position, please forward your CV for immediate short-listing. However, if you'd prefer to have an informal, confidential discussion concerning this role or any other of our current vacancies, please call David Pike, Financial Services Specialist on 0 1395 233674. If you match the criteria you will receive a phone call from me within 24 working hours 33000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:21 +0100 http://www.workcircle.co.uk/click?j=147719276&from=feed http://www.workcircle.co.uk/click?j=147719276 We require a high quality Mortgage Protection Adviser to work for our established, dynamic and highly respected, market leading New Build Mortgage Broker practice in the BIRMINGHAM area, servicing quality leads from established high volume new homes developments in the area. Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads of 10 per week on average, easily attained, consistently. Ideally you will already be an experienced Mortgage Protection adviser in the New Build Sector, although this is not an essential requirement. This role provides a superb infrastructure in place to provide top class service to developer and clients alike, including excellent administration and back office support. You will need to demonstrate excellent relationship management of your developer accounts, attending regular sales meetings and monthly visits to sites. You will have to also demonstrate a proven track record of achieving and exceeding targets by providing professional and quality advice from the whole of market, have the pace required to convert leads ensuring no stone is unturned, whilst maintaining our company policy of treating customers fairly. Earnings potential is realistically in excess of £35,000 pa with a fantastic market leading, self employed package with up to 60% commission available. You will need to be fully CeMAP qualified (or equivalent) with 12 months experience as outlined, moreover we want individuals who can demonstrate the required passion and hunger to succeed with an ability to be part of a winning team! 35000.0000 Speciality: Mortgage Advisor. Location: Birmingham, West Midlands Wed, 15 May 2013 02:54:59 +0100 http://www.workcircle.co.uk/click?j=148137642&from=feed http://www.workcircle.co.uk/click?j=148137642 We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a proven track record of achieving sales targets and current experience of building profitable relationships with and presenting to professionals or HNW individuals. This is a home based role providing full home office set-up but you will also generate your client bank from attending seminars and professional work places so a level of travel is required, in return, you will receive an excellent basic salary up to £40k, plus uncapped bonuses and excellent benefits including a car, smart phone and laptop and full support from a dedicated office based team (Average earnings of £70-£80k) If you are looking for an opportunity to develop a long term career within an organisation that has a commitment to honesty, truth and fairness and respects and supports their employees this is an enviable and highly sought after position. This role covers the area of Birmingham 40000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:21 +0100 http://www.workcircle.co.uk/click?j=149039055&from=feed http://www.workcircle.co.uk/click?j=149039055 Robert Walters is recruiting for a global Financial Services firm based in the Midlands who aim to appoint 2 Supervisory Support Project Managers within their Corporate Banking & Securities (CB&S). Sun, 19 May 2013 02:11:48 +0100 http://www.workcircle.co.uk/click?j=147883829&from=feed http://www.workcircle.co.uk/click?j=147883829 We have an opportunity for a Head of Business Testing & Assurance to join our Strategic Portfolio Management (SPM) function with the UK Corporate Banking division (CBD). Thu, 09 May 2013 10:30:03 +0100 http://www.workcircle.co.uk/click?j=147465872&from=feed http://www.workcircle.co.uk/click?j=147465872 Non executive / Trustee role for Charity Hays Public Services & Not-for-Profit is working in partnership with West Midlands Special Needs Transport to attract Trustees/Non-Executive DirectorsWest Midland Special Needs Transport (wmsnt) is a charitable company that operates the Ring and Ride service, provides home-to-school transport for children attending SEN schools, and ... Sun, 05 May 2013 10:07:23 +0100 http://www.workcircle.co.uk/click?j=148792272&from=feed http://www.workcircle.co.uk/click?j=148792272 Assistant Manager: Employment Taxes - Birmingham Location: Birmingham, Midlands Firm Service: Tax Reference Code: 49611 Type of Position: Full-time Manager: Employment Taxes Our Midlands Global Employer Services team provides practical assistance to a wide range of clients, with regard to tax and social security planning and compliance matters. As a Manager within our team, you will have access to a vast range of client facing experiences, from large scale employment advisory projects to handling bespoke client requirements, such as problem solving linked to employer compliance issues and providing assistance with introducing cost saving efficiencies. Your work within the team will provide you with the scope to both specialise in key areas and also to diversify your knowledge base. Role Requirements: Proven track record in employment tax and social security, including monthly and annual reporting requirements Ability to effectively communicate with and provide a range of solutions to clients, without supervision Strong technical ability surrounding the legislation and case law, linked to annual P35 and P11D requirements Willingness to learn and deal with new ideas and technical areas Commercial awareness Able to produce high quality, client facing, technically accurate, well written work Ideally experience of assistance with the implementation and planning of salary sacrifice arrangements Ideally one of the following qualifications ACCA/ACA/ATII/ATT or equivalent legal background To apply, please click on the apply button. 0.0000 Speciality: Collections. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:57 +0100 http://www.workcircle.co.uk/click?j=147320443&from=feed http://www.workcircle.co.uk/click?j=147320443 Position: Independent Financial Advisor Location: Birmingham Salary: Self Employed We are now recruiting for an experienced Diploma qualified Financial Advisor for an established client in Birmingham. For the right candidate this is an excellent opportunity to join a company with clients ready to be serviced, good back office support and the potential to earn a respectable salary. Job description You will provide independent financial advice to your client bank, offering a top level of financial advice You will liaise closely with the support staff and other advisors You will have vast experience with a good technical knowledge of all financial products including pension and investments Skills and Qualifications Diploma qualification Established Financial Advisor with networking capabilities Clients and Funds under management required An excellent communicator to deal with both clients and staff Desire to develop professionally IT literate with Microsoft Word, Excel and Outlook Experience using industry specific applications advantageous 20000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 02:59:09 +0100 http://www.workcircle.co.uk/click?j=141342275&from=feed http://www.workcircle.co.uk/click?j=141342275 Employee Benefit Client Support (AL307) Based in Birmingham Excellent Salary Benefits A leading UK Financial Management company is currently looking to recruit an experienced Employee Benefit Client Administrator in Birmingham. This is a fantastic opportunity to develop your career with one of the UK’s leading financial management businesses. The company provides first class employee benefit advice to clients across the UK. The Role: As an Employee Benefit Client Administrator your role will entail providing efficient administration and general support to clients and consultants, as well as other third parties such as product providers. The role is key within the organisation and you will be responsible for processing new business applications and ensuring that all documentation meets with the guidelines set down by the company and by the FSA. Dealing with Group Pension, Group Risk and Group Medical products, you will be tasked with creating and maintaining compliant files, handling and resolving queries from both new and existing clients, managing your workflow and monitoring and chasing outstanding information. The Ideal Person The ideal candidate for the role will have significant experience within an Employee Benefits / Group Risk administrative role and will be looking to further expand their knowledge within the field. Applicants will ideally have experience within professional services and as a minimum will have qualifications CF1 or GR1. You will be a well organised administrator with exceptional attention to detail, IT literate, particularly competent with MS Word and Excel. You must have the ability to multi-task and have outstanding customer service and relationship building skills. The role may be suitable for candidates who have experience in the following areas: Group Risk Administration, Pensions Administration, Employee Benefits Administration, Employee Benefits Coordination, Financial Services Administration, Pensions Benefits Administration. If you have the required skills and experience then please apply with an up to date CV. 25000.0000 Speciality: Employee Benefits. Location: Birmingham, West Midlands Sat, 18 May 2013 02:52:16 +0100 http://www.workcircle.co.uk/click?j=147976950&from=feed http://www.workcircle.co.uk/click?j=147976950 Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be highly capable in producing reports, fund research with all aspects of administration and clerical duties included. This role also involves a strong compliance element you must have a strong compliance understanding, general skills and ideally have held a relevant compliance position previously as you will report to and work closely with the Compliance Manager. You will be technically capable and have previous exposure to a wide range of back-office software packages such as 1st Adviser/exchange/Avelo. Our client is offering a competitive and negotiable basic salary alongside an attractive benefits package, and the comfort of working in a busy yet very friendly office environment. Level 4 Dip PFS is preferred. 28000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Fri, 17 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=148792307&from=feed http://www.workcircle.co.uk/click?j=148792307 As an Assistant Finance Manager in Birmingham you will support the management in the accurate reporting of the company accounts and work in partnership with the finance business partners to increase financial awareness and ensure all adhere to financial policies. The successful applicant for the role will - Be a qualified accountant of finalist - Have experience of processing unit journals - Experienced in balance sheet control - Possess a strong commercial awareness Our client is a Birmingham based global business services organisation synonymous with quality. The organisation has a dynamic culture with rapid career prospects for those who work hard. 30k benefits and excellent career progression Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13285653 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: General Management. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:58 +0100 http://www.workcircle.co.uk/click?j=148792267&from=feed http://www.workcircle.co.uk/click?j=148792267 As a Management Accountant for this Birmingham based client you will be responsible for the production of the monthly management accountants. In addition you will undertaking variance and cost centre analysis and other ad-hoc duties as commensurate to the post. The ideal candidate for the opportunity will be - A qualified accountant (ACA, ACCA, CIMA) - Able to communicate complex financial data to non-finance colleagues - Experienced in the production of management accounts - Experienced in working in the manufacturing sector (essential) - Experienced in costing Our client is a Birmingham based manufacturing organisation with an established UK presence. £30k - £33k benefits and excellent career progression Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13293885 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:57 +0100 http://www.workcircle.co.uk/click?j=148792268&from=feed http://www.workcircle.co.uk/click?j=148792268 As a Financial Accountant for this Birmingham based Business Services client you will be responsible for all financial reporting. In addition you will undertake analysis of financial statements and discuss report issues with the senior management team. The ideal candidate for the role will be - A qualified accountant (ACA, ACCA, CIMA) - Have two years experience in the production of financial accounts - Have previously worked with the analysis of financial statements - Possess a strong work ethic and be a team player Our client is a Birmingham based Business Services organisation who has a global reach. £30k - £35k benefits including health plan and pension Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13293880 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:57 +0100 http://www.workcircle.co.uk/click?j=148792197&from=feed http://www.workcircle.co.uk/click?j=148792197 Business Development Manager - Birmingham Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a high commission element, success is well rewarded, with £60k as a realistic OTE. The role. Developing relationships with intermediaries, including marketing campaigns, presentations, and assistance with quote and apply. Unique product proposition. Continuous training and development. Entrepreneurial as opposed to corporate. Competitive salary Uncapped commission. £60k OTE Top earners in excess of £100k! BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:55 +0100 http://www.workcircle.co.uk/click?j=148792139&from=feed http://www.workcircle.co.uk/click?j=148792139 Business Development Manager - Birmingham Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a high commission element, success is well rewarded, with £60k as a realistic OTE. The role. Developing relationships with intermediaries, including marketing campaigns, presentations, and assistance with quote and apply. Unique product proposition. Continuous training and development. Entrepreneurial as opposed to corporate. Competitive salary Uncapped commission. £60k OTE Top earners in excess of £100k! BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:53 +0100 http://www.workcircle.co.uk/click?j=146371707&from=feed http://www.workcircle.co.uk/click?j=146371707 Business Development Manager - Birmingham Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a high commission element, success is well rewarded, with £60k as a realistic OTE. The role. Developing relationships with intermediaries, including marketing campaigns, presentations, and assistance with quote and apply. Unique product proposition. Continuous training and development. Entrepreneurial as opposed to corporate. Competitive salary Uncapped commission. £60k OTE Top earners in excess of £100k! BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Birmingham, West Midlands Fri, 17 May 2013 02:57:30 +0100 http://www.workcircle.co.uk/click?j=146371637&from=feed http://www.workcircle.co.uk/click?j=146371637 Business Development Manager - Birmingham Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a high commission element, success is well rewarded, with £60k as a realistic OTE. The role. Developing relationships with intermediaries, including marketing campaigns, presentations, and assistance with quote and apply. Unique product proposition. Continuous training and development. Entrepreneurial as opposed to corporate. Competitive salary Uncapped commission. £60k OTE Top earners in excess of £100k! BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Birmingham, West Midlands Fri, 17 May 2013 02:57:27 +0100 http://www.workcircle.co.uk/click?j=147182654&from=feed http://www.workcircle.co.uk/click?j=147182654 Pricing Analyst Birmingham Circa £30k per annum plus benefits Goodyear Dunlop is a world leading tyre company with two global premium brands and operates with more than 60 facilities in 25 countries around the world. Our innovations continually set new automotive standards around the globe and have done so for more than 100 years. Employing over 70,000 people globally the Company places great emphasis on its strategy to be First with People, providing an environment where people can grow and develop to realise their full potential. Goodyear Dunlop is a fast moving and challenging business constantly striving to be the best at what it does. It can only achieve this by recruiting the best talent into the organisation. The role Manage all aspects of pricing including maintenance of price lists, strategic price positioning and market led price changes. Contribute to the overall EMEA Pricing strategy and ensure UK and Ireland commercial pricing is maintained within agreed guidelines. Take a lead role in the development of UK and Ireland Commercial strategies. Gather pricing intelligence, analysis and interpret market data to maximise sales, margin and market share. Analyse the performance of the Commercial business unit and present findings and recommendations to the commercial lead team Lead and develop a set of High Quality Sales and Profitability reporting. Working closely with the Finance and Sales managers to deliver Lead the development of a standard set of Customer and Dealer KPI reports. Analyse and highlight trends V Customer and Dealer SLA and make business recommendations to drive continuous improvement. Essential skills and experience Proven Pricing analytical background and skills High level experience of using MS Access Commercial experience within a Pricing role Strong communication, influencing and presentation skills Excellent problem solving skills whilst under pressure Ability to remain focused and positive in challenging business situations. Understanding of the principles of ethical and legal business conduct All applications and third party introductions will be managed by ASC Connections (Group) Ltd 1st Floor, Newater House 11 Newhall Street Birmingham B3 3NYASC Connections is a leading recruitment business specialising within areas of both technical and business services. We operate as an employment business or an employment agency for all temporary and permanent roles respectively. For an extensive range of job opportunities please visit our website at 30000.0000 Speciality: General Management. Location: Birmingham, West Midlands Fri, 17 May 2013 02:41:10 +0100 http://www.workcircle.co.uk/click?j=141754804&from=feed http://www.workcircle.co.uk/click?j=141754804 An absolutely superb opportunity has arisen for one of the UK’s leading financial practices for an employed diploma qualified Independent Financial Advisor based in Birmingham. You will provide holistic financial planning to prospective and existing clients in a compliant manner providing exceptional client service adhering to the FSA principles of TCF. You will need your own transferable clients however, some clients may be provided to you alongside a fantastic marketing package, seminars etc. and the backing of the largest truly independent financial practice in the UK backed by one of the largest European financial institutions. In return you will receive a superb salary, super low validation, plus high earning potential through a very competitive fee structure working alongside some of the countries finest financial services professionals Before thinking of making your next move as a professional advisor you will need to talk to this company. If you would like to apply for this vacancy, please contact Robert Pender 40000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Wed, 15 May 2013 03:17:06 +0100 http://www.workcircle.co.uk/click?j=146926026&from=feed http://www.workcircle.co.uk/click?j=146926026 Our client, a leading wealth management company specialising in advising professional and high net worth clients, is creating a new Advice Assurance and Capability team to work in partnership with their financial consultants. The role will involve checking cases pre and post sale and providing a technical sounding board and guidance to Financial Consultants, ensuring that the advice is suitable, compliant and meets company treating clients fairly guidelines. The successful candidate will be Diploma Qualified and have a compliance or paraplanning background. Excellent interpersonal skills and a keen eye for detail will be required to ensure that you compliment and enhance the advice the Financial Consultants provide to their professional clients. Key Skills Required: Essential Diploma in Financial Planning or equivalent Demonstrated Financial Services Advice Assurance experience Strong knowledge and understanding of the Regulatory framework of the UK financial services industry Able to work well under pressure, assess priorities in own workload and consistently meet set targets in a timely manner Self-motivated and able to work from own initiative with the ability to work both as part of a team and on their own Able to exercise consistent judgement in the application of compliance standards Excellent written and verbal communication skills Good problem solving and analytical skills Demonstrated training and presenting experience Excellent customer service skills Educated to A-Level standard or equivalent The role is based in Birmingham and the successful candidate can expect a salary circa £30,000 depending on skills and experience, plus annual discretionary bonus, competitive pension and generous holiday allowance. For more information about the role please contact us to discuss in confidence. If your application is successful we will contact you to discuss the opportunity in more detail within 3 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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. 30000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Wed, 15 May 2013 02:47:33 +0100 http://www.workcircle.co.uk/click?j=145834760&from=feed http://www.workcircle.co.uk/click?j=145834760 Our client, an industry leading financial services wealth management firm, requires an experienced tele-sales consultant to work from their North Birmingham offices. You will be tasked with generating new business leads for financial planners from a wide range of marketing sources. Either from a B2B or a B2C tele-sales background you must demonstrate that you are a highly motivated and professional individual with the ability to maintain and develop relationships to the highest standard. This is an excellent opportunity to join a forward thinking company and achieve a high level of annual earnings. You must have: High drive, determination and ability to plan and manage own workload to achieve monthly targets. A financial services background of at least 3 years ideally working within a similar wealth management and financial planning firm. A confident telephone manner with telesales and customer service skills. 15000.0000 Speciality: Sales & Business Development. Location: Birmingham, West Midlands Tue, 14 May 2013 03:06:18 +0100 http://www.workcircle.co.uk/click?j=145832548&from=feed http://www.workcircle.co.uk/click?j=145832548 Mortgage Consultants Area: Birmingham Basic salary £20,000 - £35,000 Benefits Countrywide is the UK’s largest and most successful Estate Agency and Property services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local High Street brands. We are currently looking to recruit Mortgage Consultants to work within the teams based in the Birmingham area. Completing full and detailed fact finds, you will sell products based on providing clients with a full advice and recommendation service and referring clients to other businesses within the group where there is opportunity for additional sales prospects. You must work to ensure that professional and mutually beneficial relationships are built with clients, fulfilling and complying with company compliance requirements and those of the FSA. This is an excellent opportunity for a tenacious and driven individual with a proven track record in sales where the building of effective relationships is key to success. The ideal candidate will have gained this experience within a financial services background however training will be provided to individuals from outside of the industry where they can demonstrate through their track record the potential to excel in the industry. You must be able to demonstrate a stable working background and hold a minimum of 4 GCSE’s at grade C or above including Maths and English (or equivalent qualification). You must be target driven and results orientated, with a professional and confident approach and the ability to work using your initiative without close supervision. . You must also have a full clean driving license If you wish to apply for these roles, please click the Apply Now button to forward your CV. Note: CVs from recruitment agencies will not be accepted. 20000.0000 Speciality: Mortgage Advisor. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:10 +0100 http://www.workcircle.co.uk/click?j=145831925&from=feed http://www.workcircle.co.uk/click?j=145831925 Pensions Administrator / Senior Pensions Administrator, Birmingham negotiable salary In order to apply for this position candidates MUST have DB (FINAL SALARY) AND DC (MONEY PURCHASE) PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Our client has opportunities for both Pensions Administrators and Senior Pensions Administrators in Birmingham. This role would be suited to any of the following Money Purchase Defined Contribution Pensions Administrator Final Salary Defined Benefit Pensions Administrator Senior Pensions Administrator DC Administrator DB Administrator Pensions Administrators Working on variety of occupational pension schemes , both DB and DC, the successful candidate will work as part of the team providing full cradle to grave administration services. The role will primarily focus on routine pensions administration tasks and monthly processing, although exposure to more complex and challenging work should be expected over time. You will report directly to an Administration Manager and be expected to work closely with colleagues to ensure service delivery in accordance with Service Level Agreements. You must have DC and DB pensions administration experience and technical knowledge Senior Pensions Administrators You will be involved in the administration of both final salary and money purchase schemes and knowledge of both is therefore a requirement. You will also be involved in a range of projects including the production of benefit statements, year-end reconciliations, valuations and pension increases. They will report to an Administration Manager and will be required to work closely with colleagues to provide a full administration service. You will be required to play a key role within the team and be expected to ensure the smooth running of the schemes, that work is completed in line with Service Level Agreements and that quality levels are maintained. A high level of pensions administration experience, good technical knowledge and organisational skills are a necessity, together with the ability to undertake a variety of responsibilities. High level of pensions administration experience (both DB and DC) and technical knowledge Contact: David Sheddon at Advance Search Selection Ltd Candidate Care: If your application is successful we aim to contact you the same day to discuss the opportunity in more detail. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. 0.0000 Speciality: Pensions. Location: Birmingham, West Midlands Tue, 14 May 2013 03:04:47 +0100 http://www.workcircle.co.uk/click?j=145831701&from=feed http://www.workcircle.co.uk/click?j=145831701 Our client, a high quality wealth management firm based in the Birmingham City Centre area requires an experienced Paraplanner to work from their prestigious offices. Our client provides holistic financial planning solutions to both private and corporate clients however the majority of their work is focused on HNW private clients in the West Midlands and wider West Midlands region. You will have at least 7 years paraplanning experience and be highly capable in producing reports, fund research, all aspects of administration, clerical duties and diary management. An applicant with previous experience in liaising closely with clients on a day to day basis and also face to face is required. You will be technically capable and have previous exposure to a wide range of back office software packages including 1st Adviser/exchange software/Avelo. Our client is offering a competitive basic salary, chance to progress into a more senior role and the comfort of working in a very friendly atmosphere within one the West Midlands’ most premier wealth management firms. Diploma Level 4 essential: strong preference will be given to Advanced Diploma level applicants with a strong varying mix of advanced level papers. 28000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Tue, 14 May 2013 03:04:38 +0100 http://www.workcircle.co.uk/click?j=148398306&from=feed http://www.workcircle.co.uk/click?j=148398306 As an Assistant Business Partner for this Birmingham based retail organisation you will be play an instrumental role in supporting the business partners in all areas of financial management across the corporate function. Working in conjunction with this function you will question existing processes and challenge commercial awareness to ensure maximum financial efficiency is achieved. The successful applicant for the Assistant Business Partner role will be/have - A qualified accountant (either ACA, ACCA or CIMA) - Degree educated, 2:1 or above - Previous experience of forecasting and budgeting - A commercially astute and technically strong individual - Experience of aiding in improving departmental processes - Excellent interpersonal skills, with proven experience of being able to influence at all levels of an organisation Our Birmingham based client is a market-leader in the Retail world. The culture of the organisation is friendly and professional with a commitment in delivering excellence and a passion for achieving excellence. £25-£35k Benefits and the opportunity for expedient career progression Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13297806 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Tue, 14 May 2013 02:48:31 +0100 http://www.workcircle.co.uk/click?j=148398301&from=feed http://www.workcircle.co.uk/click?j=148398301 As a Management Accountant for this Birmingham based FMCG business you will be responsible for the full production of the monthly management accounts. Working within a small divisional finance team, you will be responsible for providing support on a daily basis to General Managers across 4 sites. Working closely with operational teams you will use your strong interpersonal skills to provide decision support and detailed accurate numbers to tight deadlines.Furthermore you will be responsible for the provision of information including daily consolidations, profit numbers, costing, stock reconciliations, KPIs, Budgeting and forecasts. The successful Management Accountant for this role will be/have - A qualified Accountant (ACA, ACCA or CIMA) - Experience of working within a fast-paced business environment (ideally FMCG) - Proven experience of business partnering and working alongside non-finance - Two years experience in a management accounts role - Previous exposure to budgeting, forecasting and variance analysis - Have a robust and tenacious approach with great interpersonal dexterity and an ability to persuade and influence across the business at varying levels. Our client is a well known and rapidly expanding FMCG organisation based in Birmingham with a proven track record of promoting talent. £30k - £36k benefits and excellent career progression Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13297421 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Birmingham, West Midlands Tue, 14 May 2013 02:48:31 +0100 http://www.workcircle.co.uk/click?j=148398191&from=feed http://www.workcircle.co.uk/click?j=148398191 Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be highly capable in producing reports, fund research with all aspects of administration and clerical duties included. This role also involves a strong compliance element you must have a strong compliance understanding, general skills and ideally have held a relevant compliance position previously as you will report to and work closely with the Compliance Manager. You will be technically capable and have previous exposure to a wide range of back-office software packages such as 1st Adviser/exchange/Avelo. Our client is offering a competitive and negotiable basic salary alongside an attractive benefits package, and the comfort of working in a busy yet very friendly office environment. Level 4 Dip PFS is preferred. 28000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Tue, 14 May 2013 02:48:23 +0100 http://www.workcircle.co.uk/click?j=146843225&from=feed http://www.workcircle.co.uk/click?j=146843225 Our client, a high quality wealth management firm based in the Birmingham City Centre area requires an experienced Paraplanner to work from their prestigious offices. Our client provides holistic financial planning solutions to both private and corporate clients however the majority of their work is focused on HNW private clients in the West Midlands and wider West Midlands region. You will have at least 7 years paraplanning experience and be highly capable in producing reports, fund research, all aspects of administration, clerical duties and diary management. An applicant with previous experience in liaising closely with clients on a day to day basis and also face to face is required. You will be technically capable and have previous exposure to a wide range of back office software packages including 1st Adviser/exchange software/Avelo. Our client is offering a competitive basic salary, chance to progress into a more senior role and the comfort of working in a very friendly atmosphere within one the West Midlands’ most premier wealth management firms. Diploma Level 4 essential: strong preference will be given to Advanced Diploma level applicants with a strong varying mix of advanced level papers you will ideally be CII Chartered. 28000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Tue, 14 May 2013 02:47:48 +0100 http://www.workcircle.co.uk/click?j=147468297&from=feed http://www.workcircle.co.uk/click?j=147468297 Our client, an industry leading wealth management firm requires a highly motivated and experienced IFA to report into their West Midlands offices. Our client provides predominantly investment and pension financial planning solutions specifically for HNW private clients, including notably top tier professional sports players/sports clubs, lottery winners, wealthy company directors and business owners, alongside court of protection/personal injury clients for example. Our client has excellent relationships with over 50 accountancy practices and legal firms in the West Midlands area and has the intention of aiding a newly appointed IFA in generating new business through this extensive professional network. You will not be supplied with a large orphan client portfolio or a large amount of business leads whilst a small amount of marketing support and new business leads are available you will be expected to self-generate the majority of your own new business leads, therefore you will be tenacious, highly motivated, experienced as an IFA, with a demonstrable track record of over achieving financial targets and have a transferable client portfolio: these attributes are essential. This client is offering an excellent annual earnings potential, a market leading benefit package, access to and support in advising HNW interesting and non 'run of mill’ specialist private clients, as well as the chance for progression within this reputable firm. 45000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sun, 19 May 2013 10:28:57 +0100 http://www.workcircle.co.uk/click?j=146695806&from=feed http://www.workcircle.co.uk/click?j=146695806 The main duties of the role will include: - Perform the accounts preparation work - Delegate work to more junior staff members as appropriate supervise, assist and review as appropriate during fieldwork - Liaise with clients as appropriate throughout the year and ensure all enquiries are dealt with in a satisfactory and timely manner - Preparation of the tax computations of the practice - For HSP assignments where individuals have become a limited company, due to their non complex nature, your duties will include preparing the Corporation Tax Return - Preparation of draft Annual Certificate of Pensionable Profit returns - Liaise with partners to calculate budgets - Plan assignment for Partner review in accordance with office procedures including the creation of own work programme - Finalise accounts, resolve points where possible with partner involvement as appropriate - Ensure that all work is completed properly within the firm's technical procedures, on time and within budget - Control of client's records whilst they are in our office and arrange their return - Responsible for agreed WIP levels and work completion for billing - Raise fee notes for partner approval including any work prepared on a monthly or quarterly basis - Attending networking events The sucessful candidate will have: ACA, ACCA or similar level due to experience Excellent audit and accounts preparation skills Experience in managing a team of seniors and semi seniors during audit work and accounts preparation Minimum requirement for computer use: - Ability to post to IRIS and produce set of accounts, trial balance, etc - Ability to post to IRIS and produce Corporation Tax Return and file with HMRC using iXBRL - Ability to post to IRIS and produce Personal Tax Return - Ability to use Excel and Word to a good standard Leading accountancy firm based in Birmingham with serious growth plans. Competitive salary and benefits. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13283866 Michael Page is a world leading recruitment consultancy. 27000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sun, 19 May 2013 02:43:17 +0100 http://www.workcircle.co.uk/click?j=146695755&from=feed http://www.workcircle.co.uk/click?j=146695755 Verridian has been retained to recruit for a Regional Training Competence Manager for one of the largest wealth and investment companies in the UK. The RTCM is responsible for regulatory TC requirements, they ensure that the business meet it's FSA requirements. The role will cover branches across the Midlands including Birmingham, Lincoln, Nottingham, Leicester, Norwich and Ipswich. The role: Annual observation assessments with all CF30 registered individuals. Deliver presentations, conduct quarterly office visits and annual training plans as a result of development reviews. Organise your own diary to plan key visits conducted within the right timeframe. Provide support to trainees on the Trainee Development Programme and provide advice to all staff on exams and qualifications and ensure that the right qualification is chosen for their career path and regulated activities. Cv's are invited from individuals with a Training and Competence background. RH24563 40000.0000 Speciality: Compliance. Location: Birmingham, West Midlands Sun, 19 May 2013 02:43:15 +0100 http://www.workcircle.co.uk/click?j=148137721&from=feed http://www.workcircle.co.uk/click?j=148137721 - Working with clients in the charity and not for profit sector as well as corporate clients up to £50m turnover - Planning audits to ensure approach is both efficient and cost effective - Liaising, and developing relationships, with clients on all aspects as appropriate - Keeping the manager and others involved with service delivery to the client informed of developments and identifying problems and possible solutions where appropriate - Starting to set and review budgets, control WIP, monitor work against agreed targets and to assist with billing - To use resources to meet targets and maximise utilisation and recovery rates - To be proficient with Pro-Audit and SAPA where appropriate - To support colleagues and assist in developing a motivated team - Become familiar with, and work towards meeting the firm's objectives and own development targets - Strive to develop self and others and put time into preparing for and contributing effectively to the various feedback and appraisal processes including Personal Development Meetings for self and others, and timely completion of job assignment forms - Continuously develop own knowledge and skills - Attend client meetings, build and develop good working relationships with clients and colleagues to develop further business over time - Identify opportunities to increase the client base and develop cross departmenta - Able to project a professional, credible image with confident communication skills (both orally and in writing) - Able to demonstrate previous technical experience - ACA/ACCA qualified with audit related expertise and willing to keep up to date technically - Able to plan his/her workload in advance, agreeing priorities to optimise the effectiveness of his/her own contribution and that of the team - Able to work under pressure of deadlines and cost budgets and be prepared to work as needed during the busy periods - A self starter able to work on a stand alone basis as well as part of team and demonstrating experience of supervising others. - Computer literate and an experienced user of Microsoft Office software. Pro-Audit and SAPA or similar would also be an advantage - Good client relationship skills with a track record of business development and being able to identify business opportunities or additional billing situations - Trustworthy and able to maintain confidentiality - Must be able to travel to clients' premises and other offices as required. Birmingham based practice with serious development plans in the charity and not for profit sector team. Competitive salary and benefits. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13294708 Michael Page is a world leading recruitment consultancy. 28000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:26 +0100 http://www.workcircle.co.uk/click?j=148137722&from=feed http://www.workcircle.co.uk/click?j=148137722 As a commercial analyst you will be responsible for variance analysis, competitor benchmarking and trend analysis in addition to various exciting ad hoc projects to support the commercial team. The successful applicant for the role will have - Two years previous experience in a commercial analyst role, preferably obtained in a retail environment - Experience of variance and trend analysis - Possess a strong work ethic and commercial acumen - Possess an ability to think laterally and pick up new concepts with ease Our client is a Birmingham based Business Services organisation with a global reach and an innovative outlook. £30k - £35k benefits Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13292125 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:26 +0100 http://www.workcircle.co.uk/click?j=148137593&from=feed http://www.workcircle.co.uk/click?j=148137593 Our client is a leading, international financial services organisation specialising in audit, tax, compliance and advisory services. They provide impartial, tailored financial planning advice and wealth management to individuals, corporates, and trustees. Due to continued expansion, an opportunity has arisen for an experienced Compliance Administrator to join their Financial Planning team in Birmingham, and provide assistance to the Compliance Director/Manager in the implementation and monitoring of regulatory and internal compliance procedures. This is an all-round compliance role and will involve the processing of complaints, maintenance of all regulatory logs, production of regulatory returns, recording and maintenance of TC records, file checking and approval of financial promotions. In addition, the incumbent will also have the responsibility of keeping compliance procedures, forms and manuals up to date and undertake compliance monitoring on the Investment Advisory Services. To be considered for this role, you must have significant, practical experience within the financial services sector, preferably within an IFA or compliance environment, and have a good understanding of financial advice processes and products including life, pension, protection, wealth management and group risk products. Ideally you will be FPC qualified as a minimum, and have excellent communication and IT skills. 32000.0000 Speciality: Compliance. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:18 +0100 http://www.workcircle.co.uk/click?j=135975388&from=feed http://www.workcircle.co.uk/click?j=135975388 Organisation Description My client are a Globally recongised organsiation and we have 2 vacancies within there Health and Benefits team in Central Birmingham location. In return a competitive salary and benefit package can be offered plus progression prospects available. Job Description Role Focus Provide administration and analytical support to consultants to ensure schemes/portfolio are administered in an accurate and timely manner for allocated clients. Provide quality administration support to clients with regard the transactional elements of their scheme/portfolio in line with company Code of Professional Conduct. Assistance in the retention and development of existing clients, renewal of allocated clients and provide support on new business/clients to the team. Person Specification Essential skills and experience You must have Employee Benefits experience. You must have experience working in either Healthcare - Private medical insurance or Group Risk - Death and Disability. Provide sale support to sales Consultants and client servicing administration. Have Strong planning and organsiational qualities. Be able to work to deadlines and priortise workloads. Excellent written and oral communications skills. IT strong with Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Sales Support. Location: Birmingham Sat, 18 May 2013 03:19:48 +0100 http://www.workcircle.co.uk/click?j=135975232&from=feed http://www.workcircle.co.uk/click?j=135975232 Organisation Description My client are a Globally recongised organsiation and we have 2 vacancies within there Health and Benefits team in Central Birmingham location. In return a competitive salary and benefit package can be offered plus progression prospects available. Job Description Role Focus Provide administration and analytical support to consultants to ensure schemes/portfolio are administered in an accurate and timely manner for allocated clients. Provide quality administration support to clients with regard the transactional elements of their scheme/portfolio in line with company Code of Professional Conduct. Assistance in the retention and development of existing clients, renewal of allocated clients and provide support on new business/clients to the team. Person Specification Essential skills and experience You must have Employee Benefits experience. You must have experience working in either Healthcare - Private medical insurance or Group Risk - Death and Disability. Provide sale support to sales Consultants and client servicing administration. Have Strong planning and organsiational qualities. Be able to work to deadlines and priortise workloads. Excellent written and oral communications skills. IT strong with Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Life. Location: Birmingham Sat, 18 May 2013 03:19:43 +0100 http://www.workcircle.co.uk/click?j=135975234&from=feed http://www.workcircle.co.uk/click?j=135975234 Organisation Description My client are a Globally recongised organsiation and we have 2 vacancies within there Health and Benefits team in Central Birmingham location. In return a competitive salary and benefit package can be offered plus progression prospects available. Job Description Role Focus Provide administration and analytical support to consultants to ensure schemes/portfolio are administered in an accurate and timely manner for allocated clients. Provide quality administration support to clients with regard the transactional elements of their scheme/portfolio in line with company Code of Professional Conduct. Assistance in the retention and development of existing clients, renewal of allocated clients and provide support on new business/clients to the team. Person Specification Essential skills and experience You must have Employee Benefits experience. You must have experience working in either Healthcare - Private medical insurance or Group Risk - Death and Disability. Provide sale support to sales Consultants and client servicing administration. Have Strong planning and organsiational qualities. Be able to work to deadlines and priortise workloads. Excellent written and oral communications skills. IT strong with Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Employee Benefits. Location: Birmingham Sat, 18 May 2013 03:19:43 +0100 http://www.workcircle.co.uk/click?j=147320593&from=feed http://www.workcircle.co.uk/click?j=147320593 CB/BCR/1877 Are you a graduate looking for a brilliant opportunity with a corporate financial organisation? Do you have 6-12 months commercial experience and happy to commit to a 9 month fixed term contract? If both answers are yes then this could be a great career move for you. Our Birmingham-based client are looking for a really proactive candidate who has an excellent eye for detail and a natural flair when it comes to figures and statistics. The team that is looking to recruit are a very committed group of individuals and due to increased workload require a Settlements Administrator to join them. You will be responsible for: Monitoring settlements Liaising with registrars and other firms to ensure settlement Validating / Authorising non market transfers Manually instructing free transfers into system The successful applicant will have good IT skills including MS Word and Excel a strong ability to prioritise and communicate at all levels. You must have a good standard of GCSE Maths and Statistics-related academics. Due to the nature of this role, candidates must be available immediately and commit for a period of 9 months. Working hours are to be 9:00am to 5:00pm - Monday to Friday. Interested? To hear more please contact Charlotte Bell at Bell Cornwall Recruitment on or apply by emailing a copy of your CV to BCR aim to get back to all applicants within 48 hours. Please note that if you do not receive a response by this time then unfortunately you have been unsuccessful for this particular role. BCR have more fantastic opportunities for you! Visit follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs. BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life. Love Work Be Happy PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales BELL CORNWALL RECRUITMENT (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) 16000.0000 Speciality: Stockbroker. Location: Birmingham, West Midlands Sat, 18 May 2013 02:59:17 +0100 http://www.workcircle.co.uk/click?j=147320438&from=feed http://www.workcircle.co.uk/click?j=147320438 Job Description A large financial organisation based in Birmingham are recruiting for Processors to join their team. Duties: Responding to enquiries and where appropriate passing information onto relevant party. Basic administrative dutieswillbe requiredi.e. Faxing, filing and scanning Data Entry and Processing Data Experience Required : Minimum 6 months administration Basic keyboard skills Use of computer and standard software packages such as Lotus Notes, MS Access, MS Excel, MS Project. Good spelling , written and Numeracy skills Ability to follow instructions and work unsupervised. Ability to work well in a team environment Sympathetic and patient approach to dealing with queries Oral communication skills High attention to detail The role is working Monday to Friday and the hours of work will be 4:30pm - 12pm ( mid -night ) As this is working for a financial organisation you will be required to have a clear credit history and satisfactory employment/ education references for the past 5 years. This will be a temporary position due to start in June 2013. If you are interested please apply online, you will be contacted if sucessful. Reed Specialist Recruitment Limited is an employment agency and employment business 7.3200 Speciality: Other Financial Services. Location: Birmingham Sat, 18 May 2013 02:59:09 +0100 http://www.workcircle.co.uk/click?j=131204012&from=feed http://www.workcircle.co.uk/click?j=131204012 ARE YOU LOOKING TO FAST TRACK YOUR MORTGAGE CAREER WITHIN A REPUTABLE ESTATE AGENCY? DO YOU HAVE INDUSTRY EXPERIENCE AND HAVE FULL CeMAP QUALIFICATIONS? Working for the one of the UKs leading Estate Agency groups. Who have an enviable reputation within the industry. They offer exclusive mortgage deals and whole of market access. Offering a great starting package, with a clear route for financial progression and career development. To qualify you will :- Be fully CeMap or MAQ qualified Have at least one years experience Be able to demonstrate a proven track record of consistent sales performance and pipeline Be self motivated and have a strong work ethic Have a desire to be part of a great working team In return you will receive:- A team in place to support you and provide you with strong leads Great financial rewards and recognition Have a strong platform to develop and progress your career For a confidential discussion please contact Rhia. 17000.0000 Speciality: Mortgage Advisor. Location: Birmingham, West Midlands Fri, 17 May 2013 13:31:06 +0100 http://www.workcircle.co.uk/click?j=131202630&from=feed http://www.workcircle.co.uk/click?j=131202630 Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit additional advisers throughout the UK. Offering support with advanced qualifications and ongoing training, this is an ideal opportunity for experienced advisers to make a move to an organisation with a RDR ready model that has been in place since March 2011. The practice has a segmented client base offering differing levels of ongoing service and a clear charging structure. The firm also provides an excellent back office function that has recently been given a multi-million pound revamp giving their IFAs access to administrators and paraplanners and enabling their consultants to focus on generating new business. The firm have successfully developed professional introducers in the past (including being the IFA of choice for a top ten chartered accountancy firm) and have a dedicated business development team. Over the years this has helped them develop a very strong link with an affinity group in the medical market as well as with various other noted organisations. The firm also pay for and host seminars alongside legal practitioners, provide ongoing leads and is looking at an acquisition programme. The position will suit dynamic, forward thinking advisers who understand the value in maintaining strong client relationships. Applicants will hold the Diploma as a minimum and ideally be working towards Chartered status. In addition, it is necessary that alongside a demonstrable track record as an adviser, applicants have a reasonably sized client following to bring with them whilst other avenues of business are being developed. The target for year one will be a minimum of £60,000 and candidates need to be confident that they are able to reach such a level through their existing connections. While providing basic salaries of between £35,000 and £50,000 along with a full benefits package, the firm also offers an extremely attractive bonus structure with very low levels of validation compared to the market at large (just 1.7 in year one, 2.3 thereafter). The company also has a practice buy-out option. 45000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Fri, 17 May 2013 13:30:47 +0100 http://www.workcircle.co.uk/click?j=131202186&from=feed http://www.workcircle.co.uk/click?j=131202186 Our client provides a professional third party Pensions Administration service for leading corporate organisations throughout the UK. They currently have an opportunity for an experienced Pensions Administrator to join their Birmingham office Your role will be to work as part of a team providing high quality and client focussed pension administration services to clients and members. Proven Pensions Administration experienced is essential, Defined Benefits or Defined Contributions, along with good customer service skills. A competitive salary and company benefits are offered. 19000.0000 Speciality: Pensions. Location: Birmingham, West Midlands Fri, 17 May 2013 13:30:41 +0100 http://www.workcircle.co.uk/click?j=147976996&from=feed http://www.workcircle.co.uk/click?j=147976996 PBR and Complaints of Investment Sales Grovelands Resourcing is recruiting top calibre Graduates at one of the UK’s Big 4 Consultancies for a six month contract. The role centres on Past Business Review complaints resolution and would be amenable to Graduates who are looking to gain practical experience within the Financial Services Sector. Role tasks Case administration and resolution: Performing calculations of redress and preparing final decision letters Corresponding with customers via letter and email General administration Successful candidates will be expected to work to a high standard and attain high levels of productivity in a fast paced and target driven environment. We are looking for graduates with the following skills and experience: - Minimum of 2.1 degree, Maths, Accounting, Finance, (or similar) required - Experience of writing letters within a professional capacity - Must have some administration experience - Commitment - Flexibility - Attention to detail - Good communication skills The initial contract will last until the end of October, Monday - Friday, is located in the Birmingham area and is paying a daily rate of £80. Contract extensions are highly likely. Multiple start dates available. 80.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Fri, 17 May 2013 03:03:45 +0100 http://www.workcircle.co.uk/click?j=148792317&from=feed http://www.workcircle.co.uk/click?j=148792317 Our client is seeking an Assistant Consultant to be part of their growing team in Birmingham. You will provide support to two corporate pensions consultants, undertaking various tasks when and where required. This may include speaking with clients over the phone, shadowing client meetings, recording minutes or other administrative duties. The suitable individual will have a track record in dealing with group pension schemes and will be capable dealing with clients face-to-face. This is an excellent opportunity for a client focused administrator. In return the suitable individual will receive a generous salary and further study support. 20000.0000 Speciality: Sales Support. Location: Birmingham, West Midlands Fri, 17 May 2013 03:03:02 +0100 http://www.workcircle.co.uk/click?j=148792309&from=feed http://www.workcircle.co.uk/click?j=148792309 The role will involve planning and performing audit work on a range ofcharityclients, reviewing the work of others and assisting Managers and Partners with the provision of an all round audit and advisory service to clients. Your role will involve: - Carrying out audit work on a range of clients in accordance with internal procedures and programmes - Previous experience of working with clients in the charity and not for profit sector as well as corporate clients up to £50m turnover, would be an advantage - Planning audits to ensure approach is both efficient and cost effective and that completion aspects completed on a timely basis - Liaising, and developing relationships, with clients on all aspects as appropriate - Keeping the manager and others involved with service delivery to the client informed of developments and identifying problems and possible solutions where appropriate - Starting to set and review budgets, control WIP, monitor work against agreed targets and to assist with billing. - To use resources to meet targets and maximise utilisation and recovery rates - Attend client meetings, build and develop good working relationships with clients and colleagues to develop further business over time. The successful candidate will be: - ACA/ACCA qualified with audit related expertise and willing to keep up to date technically. - Able to plan his/her workload in advance, agreeing priorities to optimise the effectiveness of his/her own contribution and that of the team. - Able to work under pressure of deadlines and cost budgets and be prepared to work as needed during the busy periods. - A self starter able to work on a stand alone basis as well as part of team and demonstrating experience of supervising others. - Computer literate and an experienced user of Microsoft Office software. Pro-Audit and SAPA or similar would also be an advantage. - Good client relationship skills with a track record of business development and being able to identify business opportunities or additional billing situations. - Trustworthy and able to maintain confidentiality. - Must be able to travel to clients' premises and other offices as required. My client is a highly successful Birmingham based practice. Its wide variety of clients, combined with growth have provided the platform for the firm to emerge as leading firm in the Midlands market especially.They are an evolving and growing firm where team work and delivery is rewarded with the kind of salary and benefits you would expect from a progressive employer. Competitive package and benefits. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13297025 Michael Page is a world leading recruitment consultancy. 27000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:58 +0100 http://www.workcircle.co.uk/click?j=148792308&from=feed http://www.workcircle.co.uk/click?j=148792308 As a Financial Accountant you will be responsible for the timely preparation of all financial accountants within the department, liaising with auditors and reviewing current processes to enhance department performance . The successful applicant for the role will be - A qualified accountant - experienced in the preparation of statutory accounts - Produce period-end financial reports - Ensure compliance with the company guidelines - Review and improve financial processes - Assist auditors Our client is a market leading global organisation based in Birmingham £30k £35k benefits and excellent career progression Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13282112 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:58 +0100 http://www.workcircle.co.uk/click?j=148792246&from=feed http://www.workcircle.co.uk/click?j=148792246 A well known Consultancy are looking to recruit a Assistant Corporate Pensions Consultant to join it's expanding Birmingham based team The Role Reporting to the Regional Director, Corporate Development Director Commercial Director the Assistant Corporate Pensions Consultant will be expected to provide direct support for Consultants. This will involve regular client contact and back office administration liaison Key responsibilities include: Provide support to Consultant / Client / Back office administration. To assist in freeing up the Consultants time so that he/she can develop additional new business opportunities. Daily to deal with clients and manage their expectations with work being undertaken. Management of timescales - To ensure all client deadlines agreed are met or client informed otherwise. Finalisation of client reports, power point presentations. Assisting with daily correspondence as necessary. Finalising negotiations with insurers for New business/Renewal quotations. Dealing with client information requests Diary Management - yours / assisting consultant. Assisting with daily correspondence as necessary. Arranging meetings / hospitality. Dealing with clients on the telephone / in person. Preparation and distribution of meeting agendas / packs. Liaising with administration, sales, marketing and compliance. Manage action points from meetings / matters arising. Assist Consultants with identifying opportunities with clients To ensure any additional services offered to clients are agreed on the standard pricing basis through sign off by management To provide a friendly and professional service to all clients. To not only meet the client's expectations but to exceed them. To assist Consultants in all aspects of their work with clients. The Person Candidates will only be considered in the match the following criteria: Experience within Financial Services industry. To study and pass The Diploma in Financial Planning Good standard of general education including Maths and English. To study for and obtain CFP, GR1,IF7 or equivalent qualifications as required. Excellent organisational skills Strong verbal and written communication skills. Ability to coordinate and manage multiple tasks The Benefits Excellent benefits are assoicated with this role including generous pension, bonus, 25 days holiday, subsidised canteen to name but a few. PLC1305-234 - Assistant Corporate Pensions Consultant is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, Compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 25000.0000 Speciality: Employee Benefits. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:57 +0100 http://www.workcircle.co.uk/click?j=148792170&from=feed http://www.workcircle.co.uk/click?j=148792170 BEFORE APPLYING - PLEASE BE AWARE THIS IS A SELF EMPLOYED ROLE First Year Estimated On Target Earning £50,000 !!! Financial Consultant MUST BE LEVEL 4 RDR Job Specification We are a leading global financial services group who specialise in tailored financial advice to investors. We are currently looking to recruit driven, entrepreneurial individuals who possess a mix of independence, passion and drive. As an International Financial Planning Consultant, you will provide advice to our clients, based on their personal financial goals. The role is focused on building relationships with potential and existing clients and will thus involve effective communication skills, excellent information gathering capabilities and ability to effectively close a sale. An essential part of the tailored financial advice that you will be offering also entails making sure that clients benefit from your regular feedback. We look for: Excellent communication and client-relationship skills Capability to build rapport with people from multiple nationalities, jobs industries Eagerness to further or build a career in financial consultancy Capacity to adapt to a fast-paced environment and manage time effectively Focused approach to build business Ability to lead, motivate and manage We require: Experience of both face to face and telephone contact with clients Proven track record in a professional financial role 0.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:54 +0100 http://www.workcircle.co.uk/click?j=148792075&from=feed http://www.workcircle.co.uk/click?j=148792075 Our client has an opportunity for a Business Development Manager to cover Birmingham the West Midlands. The role will focus on general trading businesses turning over broadly £5-£50m and the successful candidate will be comfortable winning new business in this space. The role requires strong lending and credit skills as well as a good track record in working with general trading businesses from a BD perspective. In return our client offers a stable culture great working environment, given their plans for growth can also offer good scope for progression. Essential Skills: Proven track record with clients in this turnover space Proven ability to win new business of achieving against sales targets Strong network of professionals/connections Understanding of Customer requirements ability to work with them and understand their needs Proactive approach Strong technical skills around lending, credit and risk awareness 45000.0000 Speciality: Business Development Manager. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:50 +0100 http://www.workcircle.co.uk/click?j=148792041&from=feed http://www.workcircle.co.uk/click?j=148792041 An exciting opportunity has arisen for a Level 4 Diploma Qualified Financial Consultant to join our client in providing exceptional financial planning services to Hospital Doctors in the Birmingham area. In 2010 our client received 10/10 for its overall financial strength which in this market is exceptional. They have continued to score top marks for the last 6 years! They have been named Business of the Year at the National Business Awards and especially praised for their focus on customers and its innovation in the changing and competitive market. Their passion to provide a specialist service and evolve with the changing needs of clients leads them to develop and manufacture products which are tailored to clients specific needs. They offer: Basic salary up to £41k (£65- 100k OTE) Executive Car - Audi/BMW/Mercedes. Pension Laptop/iPhone Great bonuses Excellent support in marketing and professional press Appointments generated two weeks in advance Role Responsibilities: To target business opportunities within designated affinity group To plan and carry out an appropriate level of customer contact, taking account of market opportunities, product features and customer preferences using self generated leads Carry out regular reviews of performance compared to targets and present plans to address shortfalls to the Area Manager To make initial contact with the customer through activity undertaken by the Contact Centre, promotional activity, personal introductions and networking. To carry out full financial appraisals To identify shortfalls and recommend options to resolve them To respond to the client’s wishes by supplying products and services and to provide an explanation of the client’s decision To deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met Essential Skills/Knowledge: QCF Level 4 or Diploma in Financial Services Able to evidence proven track record of success within the role. Available room at home in which home office can be set up. Able to commit to working regular evenings according to client’s availability. Full UK driving licence with no more than 6 points. Commit to 8 weeks of residential training in the West Midlands. Desirable Skills / Knowledge Desirable: Has specialist knowledge of one of the following groups: Doctors Dentists Lawyers Teachers If you fulfil the criteria above and would like to be considered for this position please apply below! 33276.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:49 +0100 http://www.workcircle.co.uk/click?j=148791995&from=feed http://www.workcircle.co.uk/click?j=148791995 Due to continued growth, this leading accountancy firm is looking to recruit an Internal Auditor for their Midlands Internal Audit team. You will deal with a mixed portfolio of clients which will include a high number of housing clients. Our client is interested in hearing from candidates currently working in practice or industry who have recent relevant internal audit experience. Leading Professional Services Firm based in the Birmingham market. Competitive package on offer. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13273748 Michael Page is a world leading recruitment consultancy. 22000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Fri, 17 May 2013 03:02:48 +0100 http://www.workcircle.co.uk/click?j=138371087&from=feed http://www.workcircle.co.uk/click?j=138371087 This leading accountancy firm is currently seeking an employee benefits administrator to work out of their Birmingham office. In this role you will work closely with employee benefits consultants and deal with the day to day administration and account management of their group schemes. You must have experience administering group pensions, risk and healthcare schemes and be ideally CF1 as a minimum and progressing to more advanced qualifications. Basic to £25,000 and benefits. 20000.0000 Speciality: Employee Benefits. Location: Birmingham, West Midlands Fri, 17 May 2013 03:01:15 +0100 http://www.workcircle.co.uk/click?j=146371903&from=feed http://www.workcircle.co.uk/click?j=146371903 Verridian has been retained to recruit for a Regional Training Competence Manager for one of the largest wealth and investment companies in the UK. The RTCM is responsible for regulatory TC requirements, they ensure that the business meet it's FSA requirements. The role will cover branches across the Midlands including Birmingham, Lincoln, Nottingham, Leicester, Norwich and Ipswich. The role: Annual observation assessments with all CF30 registered individuals. Deliver presentations, conduct quarterly office visits and annual training plans as a result of development reviews. Organise your own diary to plan key visits conducted within the right timeframe. Provide support to trainees on the Trainee Development Programme and provide advice to all staff on exams and qualifications and ensure that the right qualification is chosen for their career path and regulated activities. Cv's are invited from individuals with a Training and Competence background. RH24563 40000.0000 Speciality: Compliance. Location: Birmingham, West Midlands Fri, 17 May 2013 02:57:37 +0100 http://www.workcircle.co.uk/click?j=146371782&from=feed http://www.workcircle.co.uk/click?j=146371782 Associate Consultant Based in Birmingham Salary £25,000 bonus depending on experience One of the UK's largest insurance and advisory organisations has an exciting opportunity for an Associate Consultant to join its specialist team. Working for this award winning consultancy, you will be a key part of their service to clients and provide support to the senior consultants, having excellent DC Pension, Group Risk and Healthcare experience, together with strong career aspirations. The key elements of the role is focused on DC pension provisions, providing strong client management, where you will be the first point of contact for enquires, providing support to the senior consultants, sales consultants and administration team. Duties will include holding responsibility for maintaining a strong understanding of each client to ensure the Pension, Group Risk and Healthcare benefit schemes are accurate, as well as ensuring governance, suitability reports and renewals are up to date. This is a great opportunity for someone looking to study for CFP, GR1 IF7, to further their career within the consultancy sector. 23000.0000 Speciality: Employee Benefits. Location: Birmingham, West Midlands Fri, 17 May 2013 02:57:33 +0100 http://www.workcircle.co.uk/click?j=147182776&from=feed http://www.workcircle.co.uk/click?j=147182776 Due to continued success and growth within the Employee Benefits market, our client seeks to recruit a positive and proactive Sales Support Consultant to join their team in Birmingham. Your role will be to provide holistic support to all areas of the Consulting function covering Sales and Administration as well as acting as the point of contact for Client queries. You will ensure that the necessary research and reports are completed within agreed timescales. In addition, you will liaise with Product Providers and ensure that information is communicated clearly and effectively both internally and externally. The role will also involve the co-ordination of new business and promotional activities. The successful candidate will have experience in a Sales Support capacity, ideally gained within a Consulting environment. You will have knowledge of the Corporate Pensions and Benefits market and a full understanding of the products and services. You will be able to manage a diverse workload and be able to communicate effectively with colleagues and clients. Progress with professional qualifications is preferred. This is an excellent opportunity for an ambitious individual who is looking for a role with genuine career development opportunities. Employee Benefits, Sales Support, Pensions, Group Risk, GPP, PMI, PHI, Corporate Pensions, Group Pensions, Paraplanning, Consulting, Financial Services 22000.0000 Speciality: Employee Benefits. Location: Birmingham, West Midlands Fri, 17 May 2013 02:41:14 +0100 http://www.workcircle.co.uk/click?j=147182735&from=feed http://www.workcircle.co.uk/click?j=147182735 Client Services Administrator/Paraplanner Sutton Coldfield, Birmingham Salary £20-25,000 plus package My client is a firm of independant financial advisers that advise on a wide range of products including pensions and investments. They are currently looking to expand their paraplanning team with the addition of a client services administrator/paraplanner.You will be part of a highly effective support team which reports to the Senior Paraplanner. You will have a Certificate in Financial Planning to at least FP3 or CF5 and have the ambition to complete the Diploma. Among the varied responsibilities for this role you will be responsible for providing full administrative support within your team and preparing reports within a prescribed timeframe. A strong team ethic is vital in this role as is the need for accuracy and pace of work. In return for your experience and commitment you will receive a salary of £20-25,000 which reflects the company's commitment to recruiting the best in this field and rewarding talent accordingly. This is an ideal opportunity to progress your career within a driven and successful wealth management company. If you are interested in this position or would like to know more please contact Hamilton Briscoe where experienced consultants are waiting to take your call. 20000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Fri, 17 May 2013 02:41:13 +0100 http://www.workcircle.co.uk/click?j=147182677&from=feed http://www.workcircle.co.uk/click?j=147182677 To £50,000 Bonus Benefits Location - Birmingham THE COMPANY An award winning and leading corporate finance advisory firm, internationally renowned both for the quality of its work and its people, are looking to appoint a high calibre research analyst to build upon their capability and expertise. Specialising in merger acquisition related activity they enjoy excellent working relationships with entrepreneurial businesses, listed corporates and venture capital/private equity organisations and are recognised experts across a range of key industry sectors. THE ROLE This exciting opportunity will encompass the dual responsibility of promoting the profile of the firm in the external market, and ensuring that they maintain their market leading reputation in the production of informative thought leadership surveys and reports. Reporting to the Chief Operating Partner, you will develop close working relationships internally with senior fee earning colleagues and externally with corporate MA teams, industry experts and clients, you will utilise a varied suite of research tools and databases to identify buyers/investors for client business, source new opportunities within niche markets and identify prospective client companies. In addition, you will support business development by producing pitch/proposal documents. THE PERSON Ideally with a business/finance related degree, you will be fully committed to building a career in research and/or corporate finance Preferably with a research background in professional services, business research, management consulting or corporate finance analysis Strong organisational skills and robust financial / analytical skills, with an ability to interpret, organise and effectively communicate statistical data and relevant sector information Thrives working on a project basis and able to prioritise in order to complete projects in a timely fashion A willingness to learn new tools, techniques and methodologies, keen to develop your own skills and capability Exceptional communication skills and ability to interact with senior professionals within a fast moving professional team environment TO APPLY So, if you are seeking an opportunity that offers considerable career advancement and job satisfaction within a rapidly growing market leader then look no further please email a copy of your fully detailed CV, together with your most recent remuneration details, quoting reference number 366768. A competitive salary and package is offered depending upon experience levels. 35000.0000 Speciality: Loans - Other. Location: Birmingham, West Midlands Fri, 17 May 2013 02:41:11 +0100 http://www.workcircle.co.uk/click?j=142824107&from=feed http://www.workcircle.co.uk/click?j=142824107 In order to apply for this position candidates MUST have DB and/or DC PENSIONS ADMINISTRATION EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to any of the following Money Purchase Defined Contribution Pensions Administrator Final Salary Defined Benefit Pensions Administrator Senior Pensions Administrator DC Administrator DB Administrator Client Profile: Our client is one of the world leaders within the Pensions industry. Their professionalism and dedication to service are second to none and are amongst the main reasons why some of the world’s most impressive clients choose them. Employing over 1,200 people across 13 locations in the UK, they provide services to over 1,500 clients. The Role: The primary responsibility will be to provide a full pension's administration service to clients and customers in an accurate, efficient and timely manner Responsibility for the quality of individual and teamwork produced Providing data required for process capability measures Participating in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures Supporting junior members of the team Framework, and compliance with the company’s policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company. Skills and Qualifications: Pensions administration experience Familiar with Microsoft applications and how they interact together Good working knowledge of Profund or alternative administration system Ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles Experience in the transfer of technical knowledge to more junior staff desirable Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy Good administrative skills and a desire to learn and develop. If you feel that you are suitable for this position, we recommend you email your current CV along with your current salary, salary expectations and reason for leaving and we can call you back to discuss your details further. If you are aware of any friends or colleagues currently working within Pensions who are looking for a change within their career, please pass on our details and ask them to make contact with us and we will endeavour to assist with their search. 0.0000 Speciality: Pensions. Location: Birmingham, West Midlands Thu, 16 May 2013 03:15:18 +0100 http://www.workcircle.co.uk/click?j=147068022&from=feed http://www.workcircle.co.uk/click?j=147068022 IBB is the UK's first FSA approved Islamic bank established Sept 2004. We are a stand-alone, Sharia compliant, retail bank in the UK and aim to provide a friendly, inclusive and personal service for all our customers. Based on the outskirts of Birmingham city centre, we are a small company of professionals with a promise to provide 'banking you can believe in' As part of our expansion into Commercial Banking, we are looking for a Commercial Credit Manager who can: - exercise skill and judgement in underwriting commercial applications within the existing Risk Appetite and prepare recommendation papers accordingly for approval. - prepare contract documentation for approved cases. - liaise with the Sales Team, Valuers and Solicitors to ensure timely drawdown and completion of such cases. - ensure ongoing viability of the Commercial portfolio through an effective Annual Review process. - maintain and prepare departmental MI. - provide support to the Head of Credit Risk and cover in his absence. - assist with Residential finance applications when required. Key Responsibilities and Tasks: - enable the Bank to meet its challenging targets for growth whilst protecting its position by application of skill and experience in reviewing applications received - assist with the preparation of Islamic Finance Contract Documentation for commercial cases - effectively liaise with 3rd party suppliers (solicitors, valuers and credit bureau) to ensure timely performance of their tasks - maintain a rigorous schedule of annual reviews for cases within the Commercial book - produce regular performance data and ensure that all regulatory reports are completed within specified deadlines - liaise with key staff/departments and senior management across the business presenting an appropriate profile for the team - regularly review the credit policy and prepare papers and recommendations for the Head of Credit Risk of proposed changes or improvements to the policy. Once any changes have been agreed, ensure that they are effectively communicated and implemented across all impacted business areas - work closely with the Treasury Department, Sales Department and other key business areas - act as Secretary to the Credit Committee ensuring that committee agendas, papers and minutes are prepared and circulated within appropriate timescales - continually and pro-actively investigate improvements to working practices and processes within the department - ensure adherence with all governance and regulatory requirements whilst keeping abreast of market developments Essential requirements An experienced professional with 5 years’ experience of working within Commercial Credit Risk departments, including a full understanding of the full credit life cycle The ability to interrogate financial statements and fully understand a business’ ability to pay, with particular attention to cash flows and CFADS Extensive experience of commercial and retail underwriting Able to communicate effectively with staff at all levels, including Board level, both orally and in writing Full understanding of all regulatory requirements including, but not limited to, the Data Protection Act and CIFAS Ability to work under own initiative and proactively initiate process improvement Ability to identify key issues and prioritise work effectively Personal impact and credibility with excellent communication skills Desirable Awareness of Islamic banking principles and processes An understanding of credit scoring and scorecard building, monitoring and setting of scorecard cut-offs Knowledge of retail banking operations including within branches Experience of Misys Equation system Other requirements specific to the role Ability and willingness to adopt a flexible approach to address specific demands Occasional need for travel within England and Wales 46000.0000 Speciality: Loans Underwriter. Location: Birmingham, West Midlands Thu, 16 May 2013 03:15:00 +0100 http://www.workcircle.co.uk/click?j=141878473&from=feed http://www.workcircle.co.uk/click?j=141878473 A BMA (British Medical Association) Financial Advisor is needed in Birmingham. You will provide holistic financial planning to prospective and existing BMA Members and Clients in a compliant manner, providing exceptional client service adhering to the FSA principles of Treating Customers Fairly. Main Duties: - To work to the Professional Development scheme requirements and regulatory standards as issued by the organisation - Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators - To undertake regular and frequent meetings with your Sales Manager - To develop and action an acceptable and effective business plan with your Manager - Agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients - Provide excellent client service to your active client bank and provide at least one servicing meeting per annum - Conduct all client meetings in line with business standards. - Contact all leads supplied in an agreed time scale with line management. - Provide feedback on all leads via agreed business processes - Generate a business pipeline level sufficient to meet your business targets - To meet activity levels as agreed in your Business plan with line management - To use the research panel when selecting advice - Maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards - Construct Investment Reports ensuring all information is correct and that the content meets the criteria set by business standards - Communicate in an effective manner with your administration team or dedicated resources. - Ensure the IT systems are used and information on them kept up to date to meet - Plan and work towards achieving individual business targets as agreed with line management - Maintain both internal and external relationships Requirements: - Working to achieve Diploma Status - 2-3 years experience - High level of confidence with sales and presentational skills - Exceptional interpersonal skills and telephone manner - High quality of personal organisational skills - Drive and motivation to deliver business targets - Ability to work in a team environment - Eagerness to learn and develop skills and knowledge continually - IT literate The successful candidate will strive to meet above average industry business quality and service standards and provide exceptional client service. The basic salary is £35-40,000 pa with the advantage of uncapped OTE. If you would like to apply for this vacancy, please contact Robert Pender 35000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Thu, 16 May 2013 02:57:03 +0100 http://www.workcircle.co.uk/click?j=141878461&from=feed http://www.workcircle.co.uk/click?j=141878461 We have three vacancies for Independent Financial Advisers based in a number of locations in the Midlands. You will provide holistic financial planning to prospective and existing Clients in a compliant manner, providing exceptional client service adhering to the FSA principles of Treating Customers Fairly. Main Duties: - To work to the Professional Development scheme requirements and regulatory standards as issued by the organisation - Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators - To undertake regular and frequent meetings with your Sales Manager - To develop and action an acceptable and effective business plan with your Manager - Agree at outset with all clients the level of service they should expect depending on whether they are active or transactional clients - Provide excellent client service to your active client bank and provide at least one servicing meeting per annum - Conduct all client meetings in line with business standards. - Contact all leads supplied in an agreed time scale with line management. - Provide feedback on all leads via agreed business processes - Generate a business pipeline level sufficient to meet your business targets - To meet activity levels as agreed in your Business plan with line management - To use the research panel when selecting advice - Maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards - Construct Investment Reports ensuring all information is correct and that the content meets the criteria set by business standards - Communicate in an effective manner with your administration team or dedicated resources. - Ensure the IT systems are used and information on them kept up to date to meet - Plan and work towards achieving individual business targets as agreed with line management - Maintain both internal and external relationships Requirements: - Working to achieve Diploma Status - 2-3 years experience - High level of confidence with sales and presentational skills - Exceptional interpersonal skills and telephone manner - High quality of personal organisational skills - Drive and motivation to deliver business targets - Ability to work in a team environment - Eagerness to learn and develop skills and knowledge continually - IT literate The successful candidate will strive to meet above average industry business quality and service standards and provide exceptional client service. The basic salary is £35-45,000 pa with the advantage of uncapped OTE If you would like to apply for this vacancy, please contact Robert Pender 35000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Thu, 16 May 2013 02:57:02 +0100 http://www.workcircle.co.uk/click?j=147824884&from=feed http://www.workcircle.co.uk/click?j=147824884 As a Relationship Manager for Commercial Direct you’ll be at the heart of our efforts to provide customer service that exceeds expectations every time. A core member of a close-knit team, you’ll be tasked with building strong and sustainable relationships with Commercial customers. Your ability to build genuine rapport by telephone will be central to your success. We’ll expect you to work both reactively (responding to credit and sales related calls) and proactively (identifying opportunities, initiating contact). It’s all about conducting thorough needs and risk analyses, to ensure we offer products and services that truly meet both our customers’ unique requirements and their individual means. You’ll be working to sales, risk and service targets, so it’s vital that you’ve got a proven track record of delivering results in a similar context. The ability to follow policies and procedures while conducting natural, evolving and engaging conversations is essential. We’ll expect you to be an empathetic individual, as adept at listening as you are compelling in conversation. Naturally, you’re highly motivated and keen to deliver excellence. Here, you’ll enjoy the opportunity to influence customers’ perception of our business. We value diversity and always appoint on merit. 21510.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Thu, 16 May 2013 02:55:39 +0100 http://www.workcircle.co.uk/click?j=147824834&from=feed http://www.workcircle.co.uk/click?j=147824834 Job Ref: 527076 Mortgage and Protection Broker / Financial Advisor Ce-MAP experienced Commission Only - Expected earnings £35000 Home Based Our client is a fast growing mortgage brokerage based in Birmingham, Cardiff, London and West London. They are now seeking a Ce-MAP experienced Mortgage Broker / Financial Advisor with Level 4 Diploma. To generate new business as well as work on referrals within the company. The Mortgage and Protection Broker / Financial Advisor role includes the following responsibilities: Advising and arranging clients' property finance and related protection requirements Advising and arranging clients in regards to there current or new investment product Generating new mortgage business Dealing with new existing clients Promoting the company's financial services and mortgage products The ideal Mortgage and Protection Broker / Financial Advisor will possess the following skills and experience: CeMAP qualification Level 4 Diploma qualification Substantial experience as a Mortgage Broker / Financial Adviser Excellent communication skills, both written and verbal An energetic, target-driven working attitude The ability to work to targets and close a sale able to work in a fast-paced and vibrant working environment. You will need to be results focused, driven and motivated to achieve great career success. As an equal opportunities employer Premiere People welcomes applications from all sections of the community. 10000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Thu, 16 May 2013 02:55:34 +0100 http://www.workcircle.co.uk/click?j=148639166&from=feed http://www.workcircle.co.uk/click?j=148639166 As a result of aggressive dynamic growth plans for 2013 we now have excellent opportunities across a variety of locations in the UK to work within our market leading Mortgage Broker Network business. Typically working from busy estate agent offices you will have access to a fantastic lead source with appointments and leads generated by the established sales teams in your respective offices. The remuneration for the roles will be commensurate with experience, and there are either self employed or employed roles available, however we anticipate that successful candidates will earn in the region of £30 - 40K pa once established, top earners are earning in the region of £50 - 70K!! Mortgage Advice Bureau (MAB) are a multi award winning mortgage broker the number 1 independent estate agency financial services provider in the UK. They are on target to arrange mortgage loans totalling around £5 billion in 2013, which equates to approximately 1 in 15 mortgages written in the intermediary market, no mean feat in a tough environment! As multi award winners in their industry sector you couldn’t be better placed to join in the success MAB have enjoyed and many of these awards have been won repeatedly, thereby proving consistency year in year out in 2010 and 2011 MAB was voted the UK's Best National Mortgage Broker by readers of What Mortgage magazine. In addition MAB has been a winner at the British Mortgage Awards in 2010, 2011 and 2012, has won Supplier of the Year at the ESTAS in 2011 and 2012 and Residential Mortgage Broker of the Year at the 2012 Negotiator awards. You will need to be CeMAP or equivalent qualified, with at least 12 months or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful. This is an excellent opportunity for an experienced and ambitious Mortgage Adviser to join one of the country's best known mortgage broker brands which offers excellent earnings potential. 30000.0000 Speciality: Mortgage Advisor. Location: Birmingham, West Midlands Thu, 16 May 2013 02:47:18 +0100 http://www.workcircle.co.uk/click?j=148639107&from=feed http://www.workcircle.co.uk/click?j=148639107 Looking to take the next step in your career? Sammons Pensions Recruitment are working with this FTSE100 employer, a leader in the business outsourcing sector. Providing an excellent level of customer services you will liaise with clients and third parties and deal with member queries on a daily basis. Assisting and supporting the team in working towards goals and promoting good communication, you will need to ensure all tasks are completed using best practice. At this point in your career you will have the ability to adapt to varying workloads and meet deadlines. You will have a proven track record of attention to detail and accuracy. Previous pension experience would be advantageous. Available in Bristol, Surrey, Birmingham, Yorkshire, Scotland and Kent We are committed to supporting and promoting diversity in the workplace, and have achieved the EQuality Assured standard, as endorsed by the Recruitment Employment Confederation. We welcome applications from candidates regardless of age, belief, disability, ethnic origin/nationality, gender/gender reassignment, marital/civil partnership status, pregnancy/maternity, or sexual orientation - we recruit on the basis of talent. Salary is in line with experience. Any salary advertised is for search purposes only. This site produces a generic closing date for all adverts dated 1 month after an advert is posted. Please do not take this closing date to be official or correct. We endeavour to reply to all applications. However if you have not heard from us within 7 days you have been unsuccessful with this particular role. You are very welcome to apply to future advertisements placed by The Sammons Group. 18000.0000 Speciality: Pensions. Location: Birmingham, West Midlands Thu, 16 May 2013 02:47:16 +0100 http://www.workcircle.co.uk/click?j=146053555&from=feed http://www.workcircle.co.uk/click?j=146053555 This leading Accountancy firm is currently seeking an experienced independent financial adviser to join its team in Birmingham. You will benefit from both an existing client bank and warm relationships with accountants where you will be able to generate quality client referrals. You must me a professional and experienced independent financial adviser with a proven track record of working with HNW clients. In addition you must hold a minimum of Diploma status and ideally be working towards Chartered status. Basic to £50,000, car bonus and benefits. 40000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Wed, 15 May 2013 02:16:11 +0100 http://www.workcircle.co.uk/click?j=145834685&from=feed http://www.workcircle.co.uk/click?j=145834685 Our client is looking to recruit an Actuarial Consultant for their Birmingham office. The role provides consulting advice in specialist areas to a range of clients. The job holder will be a Senior Consultant to a range of clients and be responsible for developing new business with existing and new clients. Key duties will include Act as lead consultant for some clients Responsibility for winning new business from existing clients through the addition of new revenue streams or the expansion of existing revenue lines. Additionally, the remit may include the acquisition of new clients. Manage the budgeting and billing processes, ensuring that client budgets are met and that revenues and gross margin targets are achieved. Coordinate the work of the dedicated teams assigned to the delivery of services to each client. Perform duties required of a scheme actuary. Qualifications Qualified Actuary with scheme actuary certificate The successful candidate will have high level of understanding of UK pensions and have consulting experience with a broad range of clients having managed client projects through a number of economic and market environments. Advanced knowledge of the UK pensions industry is required with the successful candidate able to demonstrate a high level of knowledge derived from implementation of benefit consulting, DC consulting, mergers and acquisitions, investment principles and unapproved schemes 0.0000 Speciality: Actuarial. Location: Birmingham, West Midlands Tue, 14 May 2013 03:06:15 +0100 http://www.workcircle.co.uk/click?j=145833539&from=feed http://www.workcircle.co.uk/click?j=145833539 Our client, a leading wealth management company specialising in advising professional and high net worth clients, is creating a new Advice Assurance and Capability team to work in partnership with their financial consultants. The role will involve checking cases pre and post sale and providing a technical sounding board and guidance to Financial Consultants, ensuring that the advice is suitable, compliant and meets company treating clients fairly guidelines. The successful candidate will be Diploma Qualified and have a compliance or paraplanning background. Excellent interpersonal skills and a keen eye for detail will be required to ensure that you compliment and enhance the advice the Financial Consultants provide to their professional clients. Key Skills Required: Essential Diploma in Financial Planning or equivalent Demonstrated Financial Services Advice Assurance experience Strong knowledge and understanding of the Regulatory framework of the UK financial services industry Able to work well under pressure, assess priorities in own workload and consistently meet set targets in a timely manner Self-motivated and able to work from own initiative with the ability to work both as part of a team and on their own Able to exercise consistent judgement in the application of compliance standards Excellent written and verbal communication skills Good problem solving and analytical skills Demonstrated training and presenting experience Excellent customer service skills Educated to A-Level standard or equivalent The role is based in Birmingham and the successful candidate can expect a salary circa £30,000 depending on skills and experience, plus annual discretionary bonus, competitive pension and generous holiday allowance. For more information about the role please contact us to discuss in confidence. If your application is successful we will contact you to discuss the opportunity in more detail within 3 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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. 30000.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:44 +0100 http://www.workcircle.co.uk/click?j=145833540&from=feed http://www.workcircle.co.uk/click?j=145833540 Our client, a leading wealth management company specialising in advising professional and high net worth clients, is creating a new Advice Assurance and Capability team to work in partnership with their financial consultants. The role will involve checking cases pre and post sale and providing a technical sounding board and guidance to Financial Consultants, ensuring that the advice is suitable, compliant and meets company treating clients fairly guidelines. The successful candidate will be Diploma Qualified and have a compliance or paraplanning background. Excellent interpersonal skills and a keen eye for detail will be required to ensure that you compliment and enhance the advice the Financial Consultants provide to their professional clients. Key Skills Required: Essential Diploma in Financial Planning or equivalent Demonstrated Financial Services Advice Assurance experience Strong knowledge and understanding of the Regulatory framework of the UK financial services industry Able to work well under pressure, assess priorities in own workload and consistently meet set targets in a timely manner Self-motivated and able to work from own initiative with the ability to work both as part of a team and on their own Able to exercise consistent judgement in the application of compliance standards Excellent written and verbal communication skills Good problem solving and analytical skills Demonstrated training and presenting experience Excellent customer service skills Educated to A-Level standard or equivalent The role is based in Birmingham and the successful candidate can expect a salary circa £30,000 depending on skills and experience, plus annual discretionary bonus, competitive pension and generous holiday allowance. For more information about the role please contact us to discuss in confidence. If your application is successful we will contact you to discuss the opportunity in more detail within 3 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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. 30000.0000 Speciality: Compliance. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:44 +0100 http://www.workcircle.co.uk/click?j=145833176&from=feed http://www.workcircle.co.uk/click?j=145833176 Our client is a National IFA company building a sales force of Pension Specialists. All clients will be supplied and appointments will be made for you. The lead in is Pension Switching and the client appointments will be pre-qualified so you will have a strong chance at business. You will be able to provide full Independent advice to your clients so if you identify any other needs you will be able to do so. This will be a home based role, with all admin and para- planning support provided. Basic salary is £35k with an OTE of £80k, IPAD, IPhone and business mileage. 35000.0000 Speciality: Pensions. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:32 +0100 http://www.workcircle.co.uk/click?j=145832922&from=feed http://www.workcircle.co.uk/click?j=145832922 Pensions Paraplanner / Senior Consultant Support Birmingham (could be based in Wokingham or Bristol) £Competitive Negotiable Package designed to attract high calibre candidates This is an excellent opportunity for individuals with experience in the Group Pensions market (ideally DC Corporate Schemes), to join a leading UK Employee Benefits and Financial Services Consultancy with a growing national presence. Working in a modern, refreshing work environment you will be responsible for a diverse range of duties including acting as first point of contact for client enquiries, managing technical scheme administration and set up, chasing external paperwork, liaising with internal departments and setting up and installing new schemes. Whilst working in the position you will receive constant training to improve your account management and technical skills allowing you to move up the career ladder and proactively manage a portfolio of clients. To be successful in this role, you should have had previous experience of working in the Employee Benefit industry and a working knowledge of Group Pensions,. This may have been gained in Paraplanning, Technical Sales Support or Account Management role. Excellent communication skills are a must as is the ability to work with a wide variety of individuals and companies. Above all, this is an excellent opportunity for individuals with a strong corporate support background to further develop your career. For more information please contact Richard Garbett. 0.0000 Speciality: Paraplanning. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:23 +0100 http://www.workcircle.co.uk/click?j=145832677&from=feed http://www.workcircle.co.uk/click?j=145832677 Up to £45,000 Bonus Benefits Location - Birmingham The Company Prestigious, International, fast growing, professional services firm looking to appoint an ambitious, high calibre research analyst to build upon their award winning research capability and expertise. The Role Reporting to the Chief Operating Partner, your key tasks will include delivering time critical market research and support winning new advisory assignments with macro-economic sector information. You will work closely with the partners, fee earners and the rest of the research team and work across the whole lifecycle from business development to deal support and documentation. The Person Ideally with a business/finance related degree, you will be fully committed to building a career in research and/or professional services Preferably with a research background in professional services, business research, management consulting or corporate finance analysis Strong organisational skills and robust financial / analytical skills, with an ability to interpret, organise and effectively communicate statistical data and relevant sector information Thrives working on a project basis and able to prioritise in order to complete projects in a timely fashion A willingness to learn new tools, techniques and methodologies, keen to develop your own skills and capability Exceptional communication skills and ability to interact with senior professionals within a fast moving professional team environment How to Apply If you are looking for a fresh opportunity that will fully utilise your considerable skills, will offer you significant career opportunities and job satisfaction within a fast growing award winning and enlightened professional services business, then look no further. To apply, please submit a copy of your CV together with your current remuneration details quoting job reference 366629. A competitive salary and package will be offered depending upon experience levels. 25000.0000 Speciality: Loans - Other. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:15 +0100 http://www.workcircle.co.uk/click?j=145832643&from=feed http://www.workcircle.co.uk/click?j=145832643 Ambridge Harris are recruiting for a Lead Pensions Administrator for a business based in Birmingham. The primary responsibility will be to provide a full pension's administration service to the company's clients and customers in an accurate, efficient and timely manner Your daily duties will involve: Suggesting changes required to the system to reduce variation in process measurements. Highlighting problems impacting on the performance of the system, using the opportunity to provide ideas and solutions. Providing data required for process capability measures. Understanding the customer demand and respond accordingly. Participating in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures. Supporting trainee members of the team. Ensuring that technical knowledge is kept up to date and relevant to the role. Participating in a continuous professional and personal development including keeping up to date with statutory obligations and relevant FSA guidelines and legislation. Responsible for working in accordance with the company's Risk Management Framework, and compliance with the business policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company. Ideally you will have experience of administration with a desired understanding of the pensions industry preferred but not essential, ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles and experience in the transfer of technical knowledge to staff you are responsible for. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. 28000.0000 Speciality: Pensions. Location: Birmingham, West Midlands Tue, 14 May 2013 03:05:14 +0100 http://www.workcircle.co.uk/click?j=145831789&from=feed http://www.workcircle.co.uk/click?j=145831789 Organisation Description My client is a household name in accountancy, tax planning, and financial advice. They are currently recruiting for a Director to run the thriving Birmingham officeand implement the marketing plan as developed by the Regional Head. Job Description The role involvesgenerating sales within the region predominantly from new client wins. The role is a market facing one, which will include developing work for other team members where appropriate. You will have responsibility for effective team leadership including appropriate work allocation to team members according to capacity and skill set, to ensure clients are provided with a first class service. Further responsibilities: 1. Promote the Investment Proposition to effectively win target market clients. 2. Oversee the delivery of service to an identified portfolio of "higher value clients". 3. Have a working understanding of the Regions profit and loss account and to understand their part in achieving targets. 4. Meet financial targets agreed with the Regional Head. Person Specification The successful candidate must be diploma qualified as a minimum and ideally chartered or a couple of papers away. You must also have previous experience of a team leader or supervisory role in a professional practice. Reed Specialist Recruitment Limited is an employment agency and employment business 40000.0000 Speciality: Independent Financial Advisor. Location: Birmingham Tue, 14 May 2013 03:04:42 +0100 http://www.workcircle.co.uk/click?j=142525419&from=feed http://www.workcircle.co.uk/click?j=142525419 Excellent opportunity for an experienced Semi Senior to join a well respected and established practice. As part of the wider audit team you will be required to assist with audits on site and have real involvement during all stages of a corporate audit. As your experience with the client portfolio grows you will gain more responsibility and gradually become the main point of contact for clients. - ACCA/ACAqualified to an intermediate level - Three years accounting and auditing experience would be desirable. - Ability to prepare final statutory accounts and prepare draft corporation tax computations - Experience of on site auditing - Time management skills and the ability to meet deadlines - IT skills. Leading independent practice based in Birmingham with real growth plans and progression opportunities for the successful candidate. Competitive salary, study support and benefits. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13291892 Michael Page is a world leading recruitment consultancy. 17000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Tue, 14 May 2013 02:54:09 +0100 http://www.workcircle.co.uk/click?j=148398256&from=feed http://www.workcircle.co.uk/click?j=148398256 HNW Mortgage Manager - Manchester/ Birmingham Basics £45,000 to £60,000 plus market leading benefits package and bonus Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a Team Leader to manage advisers who work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. These advisers work alongside internal and external introducers, offering mortgage advice to very HNW individuals (all cases in excess of £1M). The Team Leader will be responsible for both sales management and TC for this team. The ideal candidate will be polished, professional and capable of developing strong relationships with key internal stakeholders and of managing a team of experienced, senior level advisers. Home location can be flexible as this is a national role. 45000.0000 Speciality: Mortgage Advisor. Location: Birmingham, West Midlands Tue, 14 May 2013 02:48:28 +0100 http://www.workcircle.co.uk/click?j=146843355&from=feed http://www.workcircle.co.uk/click?j=146843355 Are you working in the financial services sector and looking for a new challenge or change of direction in your career as a Mortgage Consultant? Look no further, we have a solution for you! Connells is one of the UK’s leading Estate Agents being part of the Connells Group inc Sequence with over 480 High street Branches and we are looking to recruit a Mortgage Services Consultant to work in our Birmingham branch. The role would suit someone with drive, determination, enthusiasm and a will to win. Someone that can not only sell but can also offer an unwavering high level of customer service. Whether you are CeMAP qualified or not this is a unique opportunity to either further your career or to start an exciting new one with plenty of opportunity. As a Mortgage Services Consultant you will need to have previous sales experience, have determination, enthusiasm, drive and self-motivation. Within the role of Mortgage Advisor, customer service is provided at the highest level and you will need to demonstrate a confident yet approachable manner with good communication. You will also need to be a driver and car owner. In return Connells offer a competitive salary package, outstanding training and the chance to work for a leading award winning company who can offer you a rewarding and progressive career potentially from new recruit to a seat in the Boardroom. Why not check out our group and company websites at www.connellsgroup.co.uk or www.connells.co.uk . 15000.0000 Speciality: Mortgage Advisor. Location: Birmingham, West Midlands Tue, 14 May 2013 02:47:52 +0100 http://www.workcircle.co.uk/click?j=146843313&from=feed http://www.workcircle.co.uk/click?j=146843313 Our client is a long Established Private Client Stockbroker with close to £25 billion assets under management. They have a national network of 47 offices, each with an Investment Manager, IFA or both. All advisers are highly qualified and work with UHNW clients. As part of their ongoing strategy they are seeking to recruit a training and competency manager to ensure regulatory and company standards are met. Based in the Midlands your role will be to liaise with senior management to assess the training and competencies of the team against agreed benchmarks, ensure CPD is kept up to date across both job titles and deliver training when required. To be considered for this superb opportunity, our client is seeking a financial professional who has experience in IFA and TC. You will have a proven track record in the learning and development field with a good knowledge of financial institutions and financial markets in general. It is essential that you are educated to professional standards relevant to the business area including CIPD, level 4 Diploma or IMC/FPC. There is a very generous remuneration package on offer for the right individual with the flexibility to work from any of the offices in the area of Lincoln, Birmingham, Leicester, Norwich and Ipswich. There is also flexibility to work from home on some occasions if need be. 40000.0000 Speciality: Compliance. Location: Birmingham, West Midlands Tue, 14 May 2013 02:47:51 +0100 http://www.workcircle.co.uk/click?j=146843315&from=feed http://www.workcircle.co.uk/click?j=146843315 Our client is a Birmingham based niche provider of specialist financial services to the consumer market. A new opportunity has arisen within their fraud investigations team, for a professional analyst. The role will have responsibility to provide support in the development, assessment and monitoring of fraud investigation as well as in supporting the team to prevent and detect financial crime risk. Main responsibilities will include: Monitor and maintain the fraud management system rules and recommend enhancements to improve performance Perform validation checks of third parties as required Interrogate and action intelligence appropriately identifying risk areas for reporting to senior management Work exception reports as allocated Report fraud to the appropriate law enforcement or regulatory body as requested and in accordance with internal procedures Produce management information as required Check incoming intelligence against existing information and recommend appropriate action The successful candidate will have experience of working in fraud for regulated products, an eye for detail, and the ability to manage the end to end investigation process. However as important as this will be the communication and inter-personal skills to work in a small but very professional team. This role represents a great opportunity for a professional fraud analyst looking for a role which offers real challenge, opportunity and autonomy. 21000.0000 Speciality: Mortgages - Other. Location: Birmingham, West Midlands Tue, 14 May 2013 02:47:51 +0100 http://www.workcircle.co.uk/click?j=149040699&from=feed http://www.workcircle.co.uk/click?j=149040699 Employed Financial Consultant - £41,000 pension bonuses Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA’s or Wealth Managers who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including a basic of £40,000, uncapped bonus, company car, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstratable proven track record of consistent success within your current role - full Diploma in fnancial planning - evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5. 41000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sun, 19 May 2013 02:33:00 +0100 http://www.workcircle.co.uk/click?j=149040696&from=feed http://www.workcircle.co.uk/click?j=149040696 Employed Financial Consultant - £41,000 pension bonuses Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA’s or Wealth Managers who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including a basic of £40,000, uncapped bonus, company car, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstratable proven track record of consistent success within your current role - full Diploma in fnancial planning - evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5. 41000.0000 Speciality: Independent Financial Advisor. Location: Sutton Coldfield, West Midlands Sun, 19 May 2013 02:32:59 +0100 http://www.workcircle.co.uk/click?j=140571395&from=feed http://www.workcircle.co.uk/click?j=140571395 Our client is a National successful Wealth Management company and are currently looking for a Regional TC Manager to join their company You will act as a dedicated partner dealing with all training, development and competency standards you must have experience in this field and not be someone looking to move into it The client ideally wants 3 years experience in a regulated TC role with a rival company Basics circa £40-45K plus benefits For a full JD please call Jason Webber at Astral Recruitment part of Verridian plc 40000.0000 Speciality: Compliance. Location: Birmingham, West Midlands Sat, 18 May 2013 07:27:55 +0100 http://www.workcircle.co.uk/click?j=148137713&from=feed http://www.workcircle.co.uk/click?j=148137713 Our client is looking for an Audit Senior to strengthen their already successful Audit team in the West Midlands. Their clients range from small and medium to large companies and they tailor their service accordingly to meet clients needs. Their audit experience stretches across a wide range of business sectors. What remains consistent however is their desire to build strong client relationships and to provide a service that is to the very highest standard. Our client is looking for an individual who is currently working as an Audit and Accounts Senior for an independent or mid tier firm and is currently dealing with 60% audit work for clients up to £20 million turnover. Candidates MUST have dealt with a portfolio of audit clients. You will get great exposure to a wide portfolio of clients and clear progression is on offer for the right candidate. Our client is committed to recruiting high calibre professionals and have a continual expansion programme for their growing compliance and specialist service departments. They have an enthusiasm for advising owner-managed businesses and are ambitious for continued growth of their clients Up to £35,000 benefits. Role will include travel within the West Midlands only. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13296180 Michael Page is a world leading recruitment consultancy. 28000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:26 +0100 http://www.workcircle.co.uk/click?j=148137646&from=feed http://www.workcircle.co.uk/click?j=148137646 Basic Salary £40,000. (OTE £70,000) Great new opportunity for an experienced Level 4, Diploma Qualified Financial Adviser with either a bancassurance or IFA background, to join this award winning, leading Financial Services company. Becoming a Financial Adviser with this mutual company means that you would be operating in a niche market HNW environment, have leads and support provided to help you build your client bank and you would be providing holistic advice from an extensive bespoke product range, to High Net Worth professional clients, visiting them in their home or office environment to provide advice. As a home based Financial Adviser, my client will provide the following benefits package: Basic salary: £40,000 (OTE £60,000-£70,000) Company car Uncapped bonus scheme Defined Benefits Company pension scheme Death In Service 4 X Salary Laptop Mobile Phone with calls paid Staff mortgages Free Home Working set up business line, fax broadband internet etc Annual Holiday Entitlement starting at 25 days plus bank holidays Flexible Benefits Options If you're searching for a company that will recognise and reward your efforts, together with providing a supportive, caring, professional environment, please forward your CV for immediate consideration. 40000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:21 +0100 http://www.workcircle.co.uk/click?j=148137630&from=feed http://www.workcircle.co.uk/click?j=148137630 Employed Financial Consultant - £41,000 pension bonuses Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA’s or Wealth Managers who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including a basic of £40,000, uncapped bonus, company car, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstratable proven track record of consistent success within your current role - full Diploma in fnancial planning - evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5. 41000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:20 +0100 http://www.workcircle.co.uk/click?j=148137626&from=feed http://www.workcircle.co.uk/click?j=148137626 Employed Financial Consultant - £41,000 pension bonuses Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA’s or Wealth Managers who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including a basic of £40,000, uncapped bonus, company car, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstratable proven track record of consistent success within your current role - full Diploma in fnancial planning - evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5. 41000.0000 Speciality: Independent Financial Advisor. Location: Sutton Coldfield, West Midlands Sat, 18 May 2013 03:31:20 +0100 http://www.workcircle.co.uk/click?j=148137616&from=feed http://www.workcircle.co.uk/click?j=148137616 Our client is recruiting for an IFA in the midlands, Salary circa 38K plus uncapped bonus and car milleage--other beneifts added after 6 months You will work the firms clients in affinity group marketplace and you will be assisted with marketing and full Paraplanner support. They are looking for a level 4 qualified financial adviser, (with CAS) with a great personality They will consider candidates from bancassurance or the IFA market in order to recruit the righ person 28000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:19 +0100 http://www.workcircle.co.uk/click?j=148137572&from=feed http://www.workcircle.co.uk/click?j=148137572 Hudson is recruiting an Analytics Manager to join a leader in its field within Financial Services. In this varied role you will manage the Rules, Analytics and Controls team within the Risk and Fraud department. This is a wide ranging role and you will have the opportunity to provide strategic insight and planning to help expand the business. The key accountabilities of the position are as follows: responsibility for the performance management, training and development of your team accountability for ensuring the optimization of Risk Fraud management systems and processes including scorecard development involvement in Control and Rule design, implementation and monitoring responsibility for defining and investigating new systems and processes as they become relevant providing analysis and insight to the business to make informed decisions. This entails continuous monitoring of accounts, the provision of daily dashboards and other ad-hoc investigations driving strategic change within the business as it continues to offer new services managing and prioritising a wide variety of projects ensuring data collection capability in relevant systems and business processes determining queries to create reports as required. The ideal candidate will demonstrate or possess the following: 5-10 years managing Analytics teams within credit risk, fraud or compliance a Degree in mathematics or related discipline expert knowledge of the leading originator and processing fraud\detection products on the market highly developed analytical, judgemental and investigative skills sound decision making skills with the ability to balance risk and reward excellent knowledge of SQL, SAS or an equivalent a deep understanding of Risk, fraud and compliance operations and reporting good knowledge of AML requirements and best practice good knowledge of FSA regulations, Visa and MasterCard compliance excellent team work and project management skills excellent verbal and written communication skills the ability to present to third party clients and Financial Institutions an ability to work independently and as part of a team an ability to work under pressure. This is an extremely interesting role with the opportunity to grow with a very successful organisation. Please note you will receive an automated response advising you that we have received your CV. Hudson is a leading provider of permanent recruitment, contract professionals and talent management solutions worldwide. 40000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sat, 18 May 2013 03:31:17 +0100 http://www.workcircle.co.uk/click?j=148913893&from=feed http://www.workcircle.co.uk/click?j=148913893 A fantastic opportunity to work within a growing industry providing organisations with an essential business service. In this role you will be responsible for:- Manage and develop renewal portfolio of circa 100 clients Generate new and profitable business sales Assist with marketing procedures for all of your accountant clients Achieve company sales and renewal targets To pass renewals to Account Managers as your portfolio develops Work closely with your telemarketing consultant who manages your diary To personally make pro-active business development appointments in the professional sector, to achieve territory objectives. You must have good interpersonal and organisational skills as these are essential as this role is working in a fast paced environment. You will need to be pro-active, tenacious and self motivated with a professional approach when dealing with our clients (all firms of accountants). Ideally you will have had experience in B2B field sales . Building relationships with the clients and working within the team the role reports directly to the Regional Sales Director. Great Commision And Bonus Scheme is also on offer and Company car 0.0000 Speciality: Business Development Manager. Location: Birmingham, West Midlands Sat, 18 May 2013 03:30:03 +0100 http://www.workcircle.co.uk/click?j=148913883&from=feed http://www.workcircle.co.uk/click?j=148913883 Our Client is a Provider of Outsourced Compliance Services to the IFA Market. They are now looking to Expand their Compliance Team. The Role will cover The M6 Corridor between Coventry and Manchester. Suitable Candidates living anywhere between these 2 locations (but with easy M6 Access) will be considered. However, the Closer to Coventry, the better! The Role: The role is home based providing Telephone Support, Remote File Reviewing and also Onsite Client Audit's. Qualifications Experience Required: Full FPC and Ideally Level 4 Diploma Qualified or Making Progress towards / Committed to achieving A Mortgage Qualification is also required. You will have previously worked in a similar Compliance Role within the IFA Market. Salary is Dependent on Qualifications Experience! 0.0000 Speciality: Compliance. Location: Birmingham, West Midlands Sat, 18 May 2013 03:30:02 +0100 http://www.workcircle.co.uk/click?j=148913862&from=feed http://www.workcircle.co.uk/click?j=148913862 As a key role within theirBirminghamHQ as Group Assistant Financial Accountant your key duties will be: Statutory reporting for head office companies Assistance with the project management of UK trading subsidiary statutory accounts Management of the head office UK and Overseas loan agreement and notification of process Developing and maintaining regular and adhoc reports for half year and year end reporting Intercompany balance reporting Ad-hoc reporting and special projects As a FTSE 100,manufacturing business. You will need to have: A recognised accountancy qualification preferable ACA/CIMA - Demonstratable experience of working with high volumes of data. - Advanced excel skills - Strong analytical and commercial skills - Experience of working in Industry. Our client is a recognisable name with a reputation for high standards of work, a focus on retaining their best talent and of consistent success £28,000 to £30,000 plus benefits Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13300372 Michael Page is a world leading recruitment consultancy. 28000.0000 Speciality: Other Financial Services. Location: Birmingham, West Midlands Sat, 18 May 2013 03:29:58 +0100 http://www.workcircle.co.uk/click?j=148913822&from=feed http://www.workcircle.co.uk/click?j=148913822 An exciting opportunity has arisen for a full time Pensions Administrator within a well-known financial services company The Role The successful applicant will be working on variety of occupational pension schemes both DB and DC, where they will work as part of the team providing full cradle to grave administration services. The role will primarily focus on routine pensions administration tasks and monthly processing, although exposure to more complex and challenging work should be expected over time. The successful applicant will report directly to an Administration Manager and be expected to work closely with colleagues to ensure service delivery in accordance with Service Level Agreements. The Person Key duties will include the following: Processing joiners and leavers within SLAs Routine administration tasks and processes Maintaining consistent and accurate records using appropriate procedures and systems Proving excellent customer service to clients, members and third parties Identifying and reporting risks or concerns to line manager Adherence to ISO processes and procedures Assisting with scheme event projects when required Essential A minimum of 5 GCSEs at grades A to C (or equivalent) including English and Maths. Must have DC and DB pensions administration experience and technical knowledge Progression with a professional pensions qualification (PMI) is not required but will be encouraged An understanding of employee benefits procedures and systems, especially Hartlink, is preferable A good technical knowledge and an understanding of recent legislative changes High level of commitment to service delivery Recommended Attention to detail and accuracy Ability to work independently and as part of a team High level of initiative and self-motivation The ability to cope with changing responsibilities, workloads and strict deadlines. The Benefits Generous benefits are associated with this role including 25 Days Holiday Company Pension Scheme Discretionary Annual Bonus PLC1305-245 - Pensions Administrator is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, Compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 22000.0000 Speciality: Pensions. Location: Birmingham, West Midlands Sat, 18 May 2013 03:29:56 +0100 http://www.workcircle.co.uk/click?j=148913793&from=feed http://www.workcircle.co.uk/click?j=148913793 Employed Independent Financial Adviser - Professional Connections My client is part of a leading National IFA group, specialising in working with both Accountancy and Solicitor connections across the UK. They are looking for Independent Financial Advisers to work closely with their connections. Immediately, you will have the rare opportunity to build relationships within Accountancy and Solicitor connections, through working out of a hot desk within their offices to maximise referred leads. Furthermore, you will taught and trained to make the most of the leads provided, and the chance to work complex and high value cases will simply add to your development and bonus potential. You will benefit from a basic salary of up to £30,000 with additional benefits such as a Car Allowance of £400 per month, Death in Service and a Pension. Furthermore you will receive full Paraplanning support, all business costs covered and the opportunity to work with individual and corporate clients that are used to paying fees. Ideally, you'll be full Competent Adviser Status, Full Diploma/Level 4 status, have a successful track record of being a Financial Adviser, have some resources to add to the existing client bank, and be pro-active to drive business forward. Click and apply A.S.A.P, as these roles are exceedingly rare at the moment. 26000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 03:29:55 +0100