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=edinburgh http://www.workcircle.co.uk/click?j=147320758&from=feed http://www.workcircle.co.uk/click?j=147320758 Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their prestigious Edinburgh 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 Edinburgh and borders 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 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 UK's most premier wealth management firms. Dip PFS level 4 is required. 26000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:28 +0100 http://www.workcircle.co.uk/click?j=140571417&from=feed http://www.workcircle.co.uk/click?j=140571417 My client is a large high street bank based in Edinburgh , focused on delivering excellent customer service, we are looking for a Mortgage Adviser. Within the role you will sell mortgages and insurances face to face and over the phone. You will have access to an existing client base but you will also need to go out and win new business. To be considered for this vacancy you MUST have a CeMap Qualification or equivalent, need to be self motivated and able to develop relationships with clients, you must have a flexible approach to working hours due to the nature of the role. For this role you will be offered an excelent OTE and the chance of career progression. Experience within the Financial Services sector is prefered. 20000.0000 Speciality: Mortgage Advisor. Location: Edinburgh, Midlothian Sat, 18 May 2013 07:27:56 +0100 http://www.workcircle.co.uk/click?j=148913674&from=feed http://www.workcircle.co.uk/click?j=148913674 Our client, a leading provider of life insurance and pensions require a Pensions Complaint Handler for a 3 month contract. The successful candidate will be expected to: Process any administration requests that have been received from clients, and within agreed timescales. Provide a high level of customer experience Manage the complaint life cycle through to resolution. Escalate any failures and occurring themes. You should have the following skills and experience: Previous complaint handling experience within a Financial Services regulated environment Good analytical and investigative skills. Knowledge of the RESPOND complaint system (preferably) Exceptional PC skills (Word, Excel and PowerPoint) FPC or equivalent is desirable. Strong communication skills over the telephone. Previous experience with Pensions Administration would be ideal If you have the required skills and experience and are interested in this position then please send your CV to Darren at or email with any queries. 0.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Sat, 18 May 2013 03:29:49 +0100 http://www.workcircle.co.uk/click?j=147320501&from=feed http://www.workcircle.co.uk/click?j=147320501 Collections Advisor /Agents Full or Part Time Edinburgh £18000 - £22500 Our client is a large financial services organisation based in central Edinburgh. We are looking for a number of experienced collections who have experience of the entire collections cycle to work full or time on a brand new campaign based in Edinburgh. Your experience of collections may come from any regulated sector as long as it is consumer related. An understanding of the nature of negotiating a repayment plan that will be adhered to is essential. In addition to your collections experience you will be able to communicate with people from all walks of life, you will be experienced in negotiating a settlement that meets both the customers' needs and the best interests of the bank while making sure you meet targets at the same time. This is a telephone based role which requires strong communication and influencing skills as well as an empathetic attitude. You will work on a rotating shift basis as follows: week 1 Monday - Thursday 9am-5pm and finish at 1pm on Friday . Week 2: Monday - Thursday 1pm -9pm, finish at 7pm on the Friday. On this 2nd week only you will be required to work Saturday mornings 9am - 1pm. Due to the nature of this position it is imperative that you have a clean credit file The basic salary is £18,000 with 25% benefit funding, making £22.5k total package an excellent opportunity with a leading organisation where progression opportunities will be available to those who are looking to develop a career. The pro rata pert-tome salary equates to £9000 per annum and is eligible for a further 25% benefit funding. A further £900 per annum is payable to those working the part- time 5pm - 9pm shift. 18000.0000 Speciality: Collections. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:12 +0100 http://www.workcircle.co.uk/click?j=146843416&from=feed http://www.workcircle.co.uk/click?j=146843416 Our client, a forward thinking, reputable Wealth Management firm requires an outstanding IFA to provide a holistic financial planning service based from their Edinburgh offices. Our client’s target client demographic is affluent, HNW private and large corporate/commercial clients mainly sited in the Edinburgh/Glasgow and borders region. Due to a unique situation our client has a large portfolio of orphan clients that due to changes in business structure, now require servicing. Approximate mix of 50% pensions, 40% investments and 10% Protection with a recurring income of approximately £50k per annum As such the post holder is not required to transfer any clients or professional connections simply work effectively with the client bank given. Due to this extremely attractive proposition on offer our client is seeking the very best IFA that the market can offer. You be a well-qualified, technically minded individual with the passion to excel, the gravitas needed in dealing with wealthy private clients and professional introducer connections such as accountants and solicitors. You will also ideally have a demonstrable record of over-achievement in your previous role(s). Note: Chartered CII status is required. 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 02:47:58 +0100 http://www.workcircle.co.uk/click?j=148137530&from=feed http://www.workcircle.co.uk/click?j=148137530 Our client, one of the most respected financial services firms currently seeks a Project Manager, to join their team in Edinburgh. The Project Manager will be responsible for: Supervising the feasibility, planning, analysis, design testing and implementation phases of assigned projects including tracking project issues for assigned work streams Working with business analysts to project documentation, gathering and compiling of data and statistics Preparing comprehensive reports presenting recommendations for various project initiatives such as operating procedures or work flow improvement, organizational changes and introduction of controls and procedures Contributing to the building and on-going maintenance of a joined up team concept stretching across department boundaries locations Ensuring issues are raised and mitigated wherever possible so that deadlines can be met Examine techniques, systems and processes in use and determining appropriate changes to effect improvements, reducing costs and enhancing efficiency to meet business needs Providing clear management information to stakeholders Working closely with IT and Product to create realistic road-maps and plans As such, the successful Project Manager will have the following skills and experience: Experience of managing staff to whom you have no direct reporting line Experienced knowledge of the Geneva Application Knowledge of Hedge Fund Administration Accounting Principles/Requirements Extensive Project Management experience that demonstrates ability to produce documentation covering Experience working with operations teams and IT development teams Knowledge of Project Management principles required Business Analyst or Project Management certifications a plus This is a great opportunity for an experienced Project Manager to work for one of the most respected financial services firms in Edinburgh. If you have the above qualities, and wish to further your career as a Project Manager, then please apply today. Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 0.0000 Speciality: Hedge Funds. Location: Edinburgh, Midlothian Sat, 18 May 2013 03:31:15 +0100 http://www.workcircle.co.uk/click?j=148913640&from=feed http://www.workcircle.co.uk/click?j=148913640 Organisation Description SalesManager Financial Services Up to £45k + excellent benefits per annum based in Edinburgh One of our major Financial Services clients based in Edinburgh is currently recruiting for aSales Manager to work in a new area of the business. The purpose of the role is to support the planning and attainment of sales service performance targets and to report on sales and service performance to senior management. Job Description The key objectives of this role are:- - Assist with planning sales service performance goals for the Business Bankingchannel, working with finance and business stakeholders to agree targets - Contribute to development and implementation of product sales and customer franchise growth strategies - Work with front line service and sales teams to meet volume and qualitative targets through provision of MI and coaching - Manage the provision of a range of management information and reports to inform commercial channel stakeholders of sales attainment and service performance - Sponsor and aid development and implementation of efficient customer management and information systems for the BusinessDirect channel, and quality of management information in response to user demand Person Specification In order to be considered for this role, candidates will have:- -Extensive previous experience in a similarSalesManagement role within FinancialServices this is essential - The bility to build strong relationships with channel stakeholders and central teams and to reconcile potentially conflicting demands from these - A good communicator and ability to present to groups in a clear and articulate manner - The ability to influence senior managers and leaders across within the commercial channel through written and verbal communications - Someone who is adept at using a range of approaches to explain proposals and objectives effectively and gain commitment and approval and has a track record of achieving business goals by establishing priorities and following through to ensure robust delivery of business change initiatives - You must also be able to exercise sound judgement and make pragmatic decisions on a daily basis If you do meet the criteria above and you are interested in applying for this role, please submit your CV via the advert ASAP or contact Greg Martin for more information on 0131 240 3680. Reed Specialist Recruitment Limited is an employment agency and employment business 40000.0000 Speciality: Sales & Business Development. Location: Edinburgh Sat, 18 May 2013 03:29:47 +0100 http://www.workcircle.co.uk/click?j=147320354&from=feed http://www.workcircle.co.uk/click?j=147320354 Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their prestigious Edinburgh 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 Edinburgh and borders 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 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 UK's most premier wealth management firms. Dip PFS level 4 is required. 26000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:03 +0100 http://www.workcircle.co.uk/click?j=146512452&from=feed http://www.workcircle.co.uk/click?j=146512452 Job Description Reed Insurance are currently recruiting for a leading outsourcing company. They have a fantastic opportunity for a Senior Pensions administrator to join their Edinburgh team. Reporting to the administration manager, the successful candidate will work on a variety of DB and DC pension schemes and will be involved a range of projects including production of benefits statements, year-end reconciliations, valuations and pensions increases. The role Maintain consistent and accurate scheme records. Be a point of contacts for clients and liaise with clients on a regular basis Take ownership for complex cases Have responsibility for checking the work of administrators Be responsible for Manual checking calculations Support and assist the team mangers and senior management team Ensuring the smooth running of the pensions schemes in line with Service Level Agreements and ensuing a high quality of service is delivered Be involved in process improvement and develop ideas to improve quality for clients The person The successful candidate will: Have in depth technical pensions knowledge Final Salary/DB and DC Have at least 2 years Final Salary/DB and DC experience Be Senior at present or looking for the next career step Have strong DB manual calculations experience. Have excellent understanding of scheme rules and how a calculation is arrived at. Have Supervisory Experience and experience assisting management is desirable Have good understanding of scheme rules and be up to date on current legislation and changes Be a good team player with strong communication skills Pay excellent attention to detail and have a commitment to delivering good quality service Have the ability to work to deadlines Please note you must have DB/Final Salary Pensions experience to be considered for this role This is a fantastic opportunity for a Senior Pensions administrator seeking a challenging role with career development opportunities. Competitive salary for the right candidate. Reed Specialist Recruitment Limited is an employment agency and employment business 24000.0000 Speciality: Pensions. Location: Edinburgh, Scotland Sat, 18 May 2013 02:42:53 +0100 http://www.workcircle.co.uk/click?j=146371761&from=feed http://www.workcircle.co.uk/click?j=146371761 Protection Adviser - Glasgow / Edinburgh £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administration support and TC are supplied. The successful applicant will be home based and be skilled at group presentations, and providing protection advice. The position is self employed with generous initial funding and a realistic OTE of £60,000. Protection, Life, Critical Illness, ASU, Insurance 15000.0000 Speciality: Life. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:57:32 +0100 http://www.workcircle.co.uk/click?j=148786567&from=feed http://www.workcircle.co.uk/click?j=148786567 You'll bring the eye. We'll provide the detail. Tesco Bank is here to offer a new approach to banking, building on the foundations of service and dedication that have made Tesco a truly great British brand and a success worldwide. Creating that level of achievement means bringing in the very best financial talent, creating a centre of excellence for our business and offering experienced profe Fri, 17 May 2013 02:27:27 +0100 http://www.workcircle.co.uk/click?j=148500673&from=feed http://www.workcircle.co.uk/click?j=148500673 We have an opportunity for a number of Senior Lean Managers to join our Business Services Division. You'll lead lean programmes and drive a culture of continuous improvement across The Royal Bank of Scotland Group. This role could be based in Edinburgh or London. Wed, 15 May 2013 02:37:31 +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=146873328&from=feed http://www.workcircle.co.uk/click?j=146873328 Entrepreneurial and fast-growing property management group Tue, 30 Apr 2013 09:30:20 +0100 http://www.workcircle.co.uk/click?j=145834777&from=feed http://www.workcircle.co.uk/click?j=145834777 Portfolio Analyst - Investment Banking, Edinburgh The Role: To prepare, input on a monthly basis the production and output containing Performance data to include Market values, Fund Returns and comparative Index returns. Produce accurate and timely Performance measurement data (holding and transactions). Produce accurate Performance Reports using a variety of internal and external systems on a monthly basis for Client Reporting. Produce Attribution reports to quantify and follow Investment Decision Process. Perform ad-hoc requests. Effective communication on all work undertaken within the team, escalating problems or providing supporting information to others as required. Active engagement in all team activities and responsibilities. Participate in reviews of project documentation as required. Participate in the maintenance of business processes. Create of all necessary test documentation. Investigate user issues that may be familiarity problems or application functionality faults as required. Additional Job Details: To work within the Implementation and Operations. Provide timely and efficient completion of all assigned support activities for the Wealth Management Performance business, including implementation of new performance clients through inception to regular processing of accurate, timely performance data and reporting. Products/Systems/Experience Skills - interpersonal, numerical, problem-solving, analytical, etc. Experience of financial service and performance measurement. Numeracy, accuracy and attention to detail. Proficient in Microsoft tools. Proficient in report writing and problem analysis. Good initiative and drive. Department Investment Analytics Excel skills would be an advantage. An aptitude for mathematical information. Previous Industry Experience Some experience in a Performance/Risk role would help Essential Qualifications Preferred: Degree or equivalent mathematical subject Portfolio Analyst - Investment Banking, Edinburgh 12.0000 Speciality: Investments. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:06:18 +0100 http://www.workcircle.co.uk/click?j=145833743&from=feed http://www.workcircle.co.uk/click?j=145833743 A fantastic position has arisen with a true wealth management firm in Edinburgh. Our client is an extremely highly qualified firm of Wealth Managers and Independent Financial Advisers, and as a result of a key individual relocating abroad a position has arisen for a Chartered Financial Planner to take over a sizeable portfolio of existing wealthy HNW clients. At the outset there is a minimum of 200K of fees to be serviced this year alone and an immediate 70k pension to write. The ideal candidate must have detailed experience of dealing with very HNW clients at the top end of the market and be already Chartered. Our client is prepared to interview candidates who would consider relocation to Edinburgh. This a fantastic career position with a multi award winning firm. On offer is an exceptional basic salary and a full remuneration package to reflect the seniority of this appointment. 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:51 +0100 http://www.workcircle.co.uk/click?j=146843257&from=feed http://www.workcircle.co.uk/click?j=146843257 Our client, a forward thinking, reputable Wealth Management firm requires an outstanding IFA to provide a holistic financial planning service based from their Edinburgh offices. Our client’s target client demographic is affluent, HNW private and large corporate/commercial clients mainly sited in the Edinburgh/Glasgow and borders region. Due to a unique situation our client has a large portfolio of orphan clients that due to changes in business structure, now require servicing. Approximate mix of 50% pensions, 40% investments and 10% Protection with a recurring income of approximately £50k per annum As such the post holder is not required to transfer any clients or professional connections simply work effectively with the client bank given. Due to this extremely attractive proposition on offer our client is seeking the very best IFA that the market can offer. You be a well-qualified, technically minded individual with the passion to excel, the gravitas needed in dealing with wealthy private clients and professional introducer connections such as accountants and solicitors. You will also ideally have a demonstrable record of over-achievement in your previous role(s). Note: Chartered CII status is required. 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 02:47:50 +0100 http://www.workcircle.co.uk/click?j=148913653&from=feed http://www.workcircle.co.uk/click?j=148913653 Organisation Description Service Manager Financial Services Up to £45k + excellent benefits per annum based in Edinburgh One of our major Financial Services clients based in Edinburgh is currently recruiting for a Service Manager to work in a new area of the business. The purpose of the role is to lead a small team in the management, maintenance and improvement of services to both the customers of the business area and the business area itself. Job Description The key objectives of this role are:- Manage day to day monitoring of all live services (IT, external suppliers, internal processes etc) that underpin business operations within the business unit. Investigate and resolve incidents, systems outages and process issues etc that affect continuity of business operations or depress the quality of service to customers Create and maintain relationships with partners and suppliers to ensure delivery of services meets performance objectives and SLAs Oversee delivery of management information to inform stakeholders about the performance of live services and to drive service improvements Lead the team’s subject matter expert service to support change initiatives which impact the commercial business Person Specification In order to be considered for this role,candidates will have:- Extensive previous experience in a similar Service Management role this is essential People management experience, a background in managing a small team would be ideal The ability to work in collaborative working relationships with a range of internal stakeholders Excellent communication skills and the ability to present to groups in a clear and articulate manner The ability to deliver results and commitments on time A good understanding of business direction and objectives If you do meet the criteria above and you are interested in applying for this role, please submit your CV via the advert ASAP or contact Greg Martin for more information on 0131 240 3680. Reed Specialist Recruitment Limited is an employment agency and employment business 40000.0000 Speciality: Other Financial Services. Location: Edinburgh Sat, 18 May 2013 03:29:48 +0100 http://www.workcircle.co.uk/click?j=147320353&from=feed http://www.workcircle.co.uk/click?j=147320353 Investment Operations, Administration and Management Accounts Support Permanent - Competitive Salary (circa £25K dependent upon experience) Location: Edinburgh Hours: 8:30am until 6pm Our Client Our client is based in Edinburgh and is a recently established long only asset manager that invests in global equity securities. You will be joining the firm at an exciting time as they plan their growth. Candidate Requirements Graduate with a reasonable degree pass. Good PC skills, with knowledge of Microsoft products. Excel ability is essential. It is essential that candidates have previous commercial experience, ideally gained within the Financial Services sector. Previous accounts experience, whether through University or within a commercial setting, is desirable. Job Description Our client is seeking a candidate to work in a broad role, combining Investment Administration tasks with providing Management Accounts support. Please note that our employer is a small firm. This provides staff with the opportunity to engage with the firm's management and founders. It also requires staff to be flexible and to perform a wide variety of tasks, many of which are ad-hoc and not listed below. Core Administration Core Administration: Provide cover/support for trade ticket generation, settlement, cash management, corporate actions and proxy voting, withholding tax reclaims and investment guideline compliance. Fund Monitoring: Maintaining internal records for client values and performance, including internal monitoring spreadsheet. Investigate issues associated with investing in new markets, monitoring of Custodians and Fund Administrators, ensuring operating procedures and service levels are up to date. Financial Reporting Assist with the preparation of monthly management and annual accounts plus cash flow forecasting. Assist with the processing of invoices, analysis of accruals/prepayments, monthly bank reconciliations, filing of financial records, bank transfers, maintenance of fixed asset register Assist in preparation of annual audited financial statements, quarterly VAT returns, annual UK and USA income tax returns for the firm and its various group companies, UK national statistics and other returns. Assist with the preparation of projections of FSA capital adequacy obligations, quarterly and annual FSA financial returns, FOR calculations, and computation of annual FSA fees. 20000.0000 Speciality: Investments. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:03 +0100 http://www.workcircle.co.uk/click?j=148792097&from=feed http://www.workcircle.co.uk/click?j=148792097 Protection Adviser - Glasgow / Edinburgh £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administration support and TC are supplied. The successful applicant will be home based and be skilled at group presentations, and providing protection advice. The position is self employed with generous initial funding and a realistic OTE of £60,000. Protection, Life, Critical Illness, ASU, Insurance 15000.0000 Speciality: Life. Location: Edinburgh, Midlothian Fri, 17 May 2013 03:02:52 +0100 http://www.workcircle.co.uk/click?j=148792033&from=feed http://www.workcircle.co.uk/click?j=148792033 Position: Process Control Support Lead / PMO Manager Location: Edinburgh Salary: Negotiable depending on experience plus excellent benefits package Fantastic opportunity to join this leading banking organisation within one of their high profile programmes based in Edinburgh as a Process Control Support Lead/PMO Manager. Key responsibilities for the role of Process Control Support Lead/PMO Manager: Deliver timely production of, high quality, fit for purpose reporting instructions, covering for example monthly and quarterly external reporting, budget and forecast and change control. Manage the monitoring and control of key reporting deliverables and tracking of emerging issues. Ensure a robust pre and post reporting cycle engagement model for the Group Reporting Process Owners with senior Group and divisional stakeholders. Drive the embedment of LEAN activities and culture Responsible for the Risk and Control Environment across Group Reporting Manage the production and reporting of appropriate Key Performance Indicators (KPIs) Own the development and implementation of fit for purpose finance reporting process controls. Drive input on continuous improvement of the reporting process controls environment. Co-ordinate the timely production of necessary MI to assist communication activity at critical periods: meetings, correspondence, website, issue management, action follow-up etc. and maintain high quality MI. Management of the monitoring and tracking of risks and issues for each of the Group Reporting Process Owners. Perform in-flight reviews, where necessary. Develop and implement strategy to improve process control effectiveness. End to end fit for purpose financial reporting process controls, incorporating pre process planning, tracking and reporting of divisional submission status, capture of risks to delivery, communication and escalation where appropriate to senior management. Champion activity to embed improvements from change initiatives into Business as Usual (BAU) Operating Model i.e. Lean. Own Process Control Support Communication activities Fit for purpose production and publication of Process Control Annual Planner reporting. Key skills required for the role of Process Control Support Lead/PMO Manager: Experience of creating and managing SharePoint sites. Advanced Process Control/Programme Office experience Strong stakeholder management skills Excellent problem-solving skills Financial Service experience Proficient use of project methodologies including project management and control tasks e.g. risks and issues management, stakeholder management, deliverables planning and tracking, project governance Familiarity with process control techniques and communications, workshop facilitation and business analysis Recruitment Zone acting as an employment agency in regard to this advert. 0.0000 Speciality: Other Financial Services. Location: Edinburgh, Midlothian Fri, 17 May 2013 03:02:49 +0100 http://www.workcircle.co.uk/click?j=146371800&from=feed http://www.workcircle.co.uk/click?j=146371800 Job Description Reed Insurance are currently recruiting for a leading outsourcing company. They have a fantastic opportunity for 3 Pensions administrators to join their Edinburgh team. The role You will: Work on a variety of DB and DC pension schemes Work as part of a team to provide full cradle to grave administration services Process joiners and leavers Maintain consistent and accurate scheme records. Provide excellent customer service clients, members and third parties The person The successful candidate will: Have excellent technical pensions knowledge Final Salary/DB and DC Have at least 1 years Final Salary/DB and DC experience Have good understanding of scheme rules Be up to date on current legislation and changes Be a good team player with strong communication skills Pay excellent attention to detail and have a commitment to delivering good quality service Have the ability to work to deadlines Qualifications Progression towards pensions qualification e.g. PMI is desirable, although not essential Please note you must have DB and DC Pensions experience to be considered for these roles You will have the opportunity to become involved with more challenging and complex cases as you grow within the role. This is a fantastic opportunity for a Pensions administrator seeking a challenging role, with career development opportunities. Reed Specialist Recruitment Limited is an employment agency and employment business 18000.0000 Speciality: Pensions. Location: Edinburgh, Scotland Fri, 17 May 2013 02:57:34 +0100 http://www.workcircle.co.uk/click?j=147182747&from=feed http://www.workcircle.co.uk/click?j=147182747 My client is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses. A new opportunity has arisen for an IFA to be based in Edinburgh. This is a unique opportunity offering an established HNW client bank to service. Applicants must be Chartered and have experience working as an IFA. Salary negotiable dependent on experience, in the region of £45,000-£65,000 plus reward and benefits package. An opportunity not to be missed! Please apply to Leanne Boddy at WWB Recruitment. 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:41:13 +0100 http://www.workcircle.co.uk/click?j=146202842&from=feed http://www.workcircle.co.uk/click?j=146202842 Investment Operations, Administration and Management Accounts Support Permanent - Competitive Salary (circa £25K dependent upon experience) Location: Edinburgh Hours: 8:30am until 6pm Our Client Our client is based in Edinburgh and is a recently established long only asset manager that invests in global equity securities. You will be joining the firm at an exciting time as they plan their growth. Candidate Requirements Graduate with a reasonable degree pass. Good PC skills, with knowledge of Microsoft products. Excel ability is essential. It is essential that candidates have previous commercial experience, ideally gained within the Financial Services sector. Previous accounts experience, whether through University or within a commercial setting, is desirable. Job Description Our client is seeking a candidate to work in a broad role, combining Investment Administration tasks with providing Management Accounts support. Please note that our employer is a small firm. This provides staff with the opportunity to engage with the firm's management and founders. It also requires staff to be flexible and to perform a wide variety of tasks, many of which are ad-hoc and not listed below. Core Administration Core Administration: Provide cover/support for trade ticket generation, settlement, cash management, corporate actions and proxy voting, withholding tax reclaims and investment guideline compliance. Fund Monitoring: Maintaining internal records for client values and performance, including internal monitoring spreadsheet. Investigate issues associated with investing in new markets, monitoring of Custodians and Fund Administrators, ensuring operating procedures and service levels are up to date. Financial Reporting Assist with the preparation of monthly management and annual accounts plus cash flow forecasting. Assist with the processing of invoices, analysis of accruals/prepayments, monthly bank reconciliations, filing of financial records, bank transfers, maintenance of fixed asset register Assist in preparation of annual audited financial statements, quarterly VAT returns, annual UK and USA income tax returns for the firm and its various group companies, UK national statistics and other returns. Assist with the preparation of projections of FSA capital adequacy obligations, quarterly and annual FSA financial returns, FOR calculations, and computation of annual FSA fees. 20000.0000 Speciality: Investments. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:18:53 +0100 http://www.workcircle.co.uk/click?j=145833563&from=feed http://www.workcircle.co.uk/click?j=145833563 Position: Mortgage Advisor Location: Edinburgh Salary: £25,000 plus commission An excellent opportunity has arisen within a leading National Organisation, looking to recruit an experienced Mortgage Advisor within Edinburgh. In this role you will be expected to advise on Mortgages, protection and Personal Lines products across our clients excellent portfolio. In this advisory role you will be working in a sales driven environment where you will be rewarded with a generous bonus scheme as well as excellent Salary package. Responsibilities To advise on Mortgages and all strategic KPI areas Maintain and build relationships in local area Generate referrals to other parts of the business such as HBIS Meet the needs of the customer inline with regulations Track income and build an established pipeline Seek new business opportunities in the marketplace Work and deliver agreed targets and proactively manage your self to deliver against targets Strong networking skills to grow a portfolio Skills and Requirements Must be prepared to travel in the role to meet clients and company needs Fully CeMap Qualified with the ability to advise across a wide product range Experience in Financial services Self motivated as well as a strong team player A competent problem solver Able to present face to face to individuals and group presentations Experience in insurance products Ability to work and deliver under pressure 25000.0000 Speciality: Mortgage Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:45 +0100 http://www.workcircle.co.uk/click?j=145832379&from=feed http://www.workcircle.co.uk/click?j=145832379 We are currently looking for a Chartered Financial Planner from an IFA background to joinj our successful niche IFA business Chartered Financial Consultant: The ideal candidate must be Chartered with experience of working as an IFA. The role will be based in Edinburgh and our client is in a unique position to offer the successful candidate an established HNW client bank made up of 50 key private clients and 400 pension scheme clients. The client bank is an approximate mix of 50% pensions, 40% investments and 10% Protection with a recurring income of approximately £50k per annum. Salary depends on qualifications/experience and target revenue - but typically circa £50000 Please call Jason Webber on my mobile at Astral Recruitment part of Verridian plc for full details 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:04 +0100 http://www.workcircle.co.uk/click?j=145832267&from=feed http://www.workcircle.co.uk/click?j=145832267 Job Description Reed Insurance are currently recruiting for a leading employee benefits specialist. They have a fantastic opportunity for 5 Group Healthcare (PMI) Account Executives to join their Edinburgh office. The role To assist in managing and administrating a growing a portfolio of group accounts, ensuring that an excellent customer service is provided. The role is predominantly administration based with a sales and consultative focus. Duties involved: To run and manage a portfolio of group schemes (Group Private Medical Insurance) by letter and over the phone To assist in developing and increasing the portfolio of accounts and increasing its profitability Identifying cross selling opportunities To build and maintain strong working relationships with clients. Liaising with insurance companies Ensuring renewal terms are received from the insurers, requesting competitor quotations as required Report writing and preparing renewal proposals. To deal with and action all incoming client inquiries and queries by phone and in writing. Ad hoc visits to clients The person You will have/be: Previous experience in an IFA or insurance company Excellent technical knowledge of Healthcare products Group Private Medical Insurance Strong IT skills including Excel, Word, Outlook Experienced in Avelo 1st Advisor Office software, Bizflow and Sharepoint Great attention to detail and accuracy A strong team player who can self manage and prioritise own work Highly organised with excellent verbal and written skills The ability to deal with people at all levels Presentation skills Compliance Awareness including TCF This is a fantastic opportunity which would suit a Group PMI Sales Support Administrator, seeking a challenging new role. A competitive salary package with fantastic benefits is on offer, along with great career development opportunities for the right candidate. Reed Specialist Recruitment Limited is an employment agency and employment business 17000.0000 Speciality: Employee Benefits. Location: Edinburgh, Scotland Tue, 14 May 2013 03:05:00 +0100 http://www.workcircle.co.uk/click?j=145832261&from=feed http://www.workcircle.co.uk/click?j=145832261 Job Description Reed Insurance are currently recruiting for a leading employee benefits specialist. They have a fantastic opportunity for 5 Group Risk Account Executives to join their Edinburgh office. The role To assist in managing and administrating a growing a portfolio of group risk accounts, ensuring that an excellent customer service is provided. The role is predominantly administration based with a strong sales and consultative focus. Duties involved: To run and manage a portfolio of group risk schemes (Group Income Protection, Group Life, Critical Illness) by letter and over the phone To assist in developing and increasing the portfolio of accounts and increasing its profitability Cross selling to existing clients Consultation with clients on their existing benefits. To build and maintain strong working relationships with clients. Liaising with insurance companies Ensuring renewal terms are received from the insurers, requesting competitor quotations as required Report writing and preparing renewal proposals. To deal with and action all incoming client inquiries and queries by phone and in writing. Ad hoc visits to clients The person You will have/be: Previous experience in an IFA or insurance company Excellent technical knowledge of Group Income Protection, Group Life and Critical Illness Strong IT skills including Excel, Word, Outlook Experienced in Avelo 1st Advisor Office software, Bizflow and Sharepoint Great attention to detail and accuracy A strong team player who can self manage and prioritise own work Highly organised with excellent verbal and written skills The ability to deal with people at all levels Presentation skills Compliance Awareness including TCF This is a fantastic opportunity which would suit a Group Risk Sales Support Administrator, seeking a challenging new role. A competitive salary package with fantastic benefits is on offer, along with great career development opportunities for the right candidate. Reed Specialist Recruitment Limited is an employment agency and employment business 17000.0000 Speciality: Employee Benefits. Location: Edinburgh, Scotland Tue, 14 May 2013 03:04:59 +0100 http://www.workcircle.co.uk/click?j=145831921&from=feed http://www.workcircle.co.uk/click?j=145831921 Pensions Administrator, Edinburgh negotiable salary In order to apply for this position candidates MUST have DB (FINAL SALARY) AND DC (MONEY PURCHASE) PENSIONS EXPERIENCE. 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 Vacancy Description: 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. 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. 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 Experience/Skills: DC and DB pensions administration experience and technical knowledge A minimum of 5 GCSEs at grades A to C (or equivalent) including English and Maths. 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: Edinburgh, Midlothian Tue, 14 May 2013 03:04:47 +0100 http://www.workcircle.co.uk/click?j=148913634&from=feed http://www.workcircle.co.uk/click?j=148913634 Job Description My client who is alarge Retail bank in Edinburgh is looking to hire a Liquidity Reporting Analyst on a 12 months contract Key Deliverables include: -Financial reporting -Production of daily, weekly, monthly and quarterly liquidity data reports used for FSA reporting -Production of variance analysis and other management information reports to support FSA submissions -Answering ad hoc ongoing information requests about liquidity data Reed Specialist Recruitment Limited is an employment agency and employment business 200.0000 Speciality: Other Financial Services. Location: Edinburgh, Scotland Sat, 18 May 2013 03:29:47 +0100 http://www.workcircle.co.uk/click?j=147320578&from=feed http://www.workcircle.co.uk/click?j=147320578 Our client, a leading investment organisation seeks a Fund Administrator, to be based in Edinburgh The Fund Administrator will be responsible for: - Ensuring that all procedures are completed on time and in accordance with current service levels. . - Ensuring that all cash entries are input to deadlines consistent with valuation points and ready for authorisation by the team Manager in line with cut-off times, and be responsible for ensuring that cash reconciliations are completed to client deadlines, with differences being followed up and investigated, as well as carrying out daily cash postings. As such, the successful Fund Administrator will have the following skills and experience: - Educated to Higher level or beyond - A minimum of 2 Highers (preferably including Maths English) - A minimum of 1 year’s industry experience . If you have the above qualities, and wish to further your career as a Fund Administrator, then please apply today. Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 0.0000 Speciality: Investments. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:16 +0100 http://www.workcircle.co.uk/click?j=147320512&from=feed http://www.workcircle.co.uk/click?j=147320512 My client a successful Edinburgh based brokerage, are looking for (ideally) a Chartered Financial Adviser, experienced working as a IFA. The role will be based in London, the successful candidate will be offered an established HNW client bank to service. The client bank is made up of 50 key private clients and 400 pension scheme clients. The client bank is an approximate mix of 50% pensions, 40% investments and 10% protection with a recurring income of approx £50k per annum. Salary depending on qualifications and experience and target revenue. Transferable client, not necessary but will help application. 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:12 +0100 http://www.workcircle.co.uk/click?j=147320355&from=feed http://www.workcircle.co.uk/click?j=147320355 We have been asked to recruit an Assistant Tax Manager for a leading bank based in Edinburgh! As an Assistant Tax Manager, your role will be to provide a professional level of support to senior tax staff. Your role is to minimise tax liablities, compliance costs and penalites and to assist with advisory and tax planning initiatives! Key accountabilities include, but not limited to: - Preparation of submission of corporation tax returns, claims and elections to HMRC - Manage the involvement of key information providers for computations to ensure the MI requirements are understood and met in full - Develop and maintain good working relationships and lines of communication with internal and external business and finance contacts - Responsible for maintaining general ledger accounts - Provide basic advice on own area of specialism and cross working involvement with colleagues on advisory projects and group initiatives Key knowledge/capabilities: - Strong tax technical skills in core areas of corporation tax (including loan relationships) - Good working knowledge of tax accounting matters under IFRS - Accuracy, time management and the ability to meet deadlines under pressure - Good PC skills including knowledge of Alphatax software - Ability to show initiative and interest in keeping up to date on tax techincal, accounting, and business related matters This is an excellent opportunity for an experienced tax specialist to join a dynamic and professional business within the banking sector. If you'd like to be considered, please apply below! 34000.0000 Speciality: Other Financial Services. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:59:03 +0100 http://www.workcircle.co.uk/click?j=146512466&from=feed http://www.workcircle.co.uk/click?j=146512466 The Client: This first class organisation has been providing independent financial planning services to corporate and individual clients since 1992.They are the PFS Chartered Financial Planners award winners for 2012 and are one of fewer than 250 chartered practices in the UK. They are now seeking to employ a 'Senior Chartered Financial Consultant' for their Edinburgh office. The Role: You will provide all round financial planning service to clients in line with company policy. Developing a client bank of your own and maximising opportunities within this to ensure profitable relationships are built. Key responsibilities include: Provide inter office referrals within group to enhance all potential opportunities To conduct group scheme meetings with clients referred by the company Convert group scheme members to financial planning clients Develop professional connections within a defined area Provide support, guidance and training where appropriate for junior sales consultants The Person: You must be a Chartered Financial Planner with a minimum 5 years relevant industry experience. All applicants must be RDR qualified in line with compliance standards and possess excellent communication skills. Preferably the ideal candidate would have knowledge of 1st software although applicants will be considered without this. 0.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:42:54 +0100 http://www.workcircle.co.uk/click?j=131206197&from=feed http://www.workcircle.co.uk/click?j=131206197 Senior Paraplanner Edinburgh . C£32,000 benefits My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals and SME’s. The company is expanding its paraplanning team in Scotland and require an experienced paraplanner to work with a team of IFA’s. You will receive extensive head office support but must be able to work under your own steam. You must be Diploma level and looking to work towards Chartered status Experience in a fee based environment would be useful. You must have been doing report writing and research (ideally pre-sale) A good team fit, able to deal with a fast pace and high pressure workload and need to not be afraid to challenge. They are also looking at people who are good at, or have the potential to develop others. Ref: 4342 30000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Fri, 17 May 2013 13:31:38 +0100 http://www.workcircle.co.uk/click?j=131203192&from=feed http://www.workcircle.co.uk/click?j=131203192 We are currently looking to recruit a senior independent financial adviser to work with one of the most professional and progressive practices in the UK market. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs, this forward thinking organisation has continued to build on its success by recruiting quality individuals throughout their branch network. Currently looking to recruit an additional consultant in Edinburgh, the practice is in the increasingly unusual position of having an existing active client bank to offer the new employee. This client bank includes a significant amount of trail income and a new group scheme. In addition, the role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity. Given the nature of the opportunity the firm is keen to identify applicants who will be able to manage a seamless handover of the clients. As a result they have stipulated that they will only consider individuals who have extensive experience with high net worth clients and already achieved chartered status. In return, remuneration consists of an attractive salary package and a generous bonus structure. 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Fri, 17 May 2013 13:30:55 +0100 http://www.workcircle.co.uk/click?j=147977116&from=feed http://www.workcircle.co.uk/click?j=147977116 Our client, a leading financial services company, currently seeks a Tax Analyst, to be based in Edinburgh The Tax Analyst will be responsible for: - Calculation and review of tax provisions / tax disclosure for inclusion in statutory accounts - Completion of Corporation Tax Computations and Returns - Periodic Tax Reviews for Authorised Investment Funds. - Provision of accurate, timely tax calculations / information within client / statutory deadlines. - Provision of tax support to Project and other internal teams. - Develop strong pro-active relationships both internally and externally - Share specialist knowledge within and across teams - Support team in achievement of outputs As such, the successful Tax Analyst will have the following skills and experience: - Tax operations background is preferable - Corporation Tax experience - Experience and ability to work flexibly across multiple tasks and projects. - Ability to follow team processes and procedures - A formal professional qualification is essential (such as CTA, CA, ACA or HMRC qualifications). - Desirable but not essential - Relevant Securities Institute certificates If you have the above qualities, and wish to further your career as a Tax Analyst, then please apply today. Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 0.0000 Speciality: Investments. Location: Edinburgh, Midlothian Fri, 17 May 2013 03:03:49 +0100 http://www.workcircle.co.uk/click?j=147977091&from=feed http://www.workcircle.co.uk/click?j=147977091 We're looking for a Contract Manager to join our established Corporate Services Contract Management function, within the Business Services division at The Royal Bank of Scotland Group. You'll manage key contracts that include property, soft services including catering as well as professional services. This role has the option to be based in Edinburgh, London or Manchester. Business Services provides the services that keep RBS running, including Technology Services, Group Operations and Corporate Services. We put money in the ATMs, keep the Bank's technology systems operating, maintain the branch network, protect our customers from fraud, process millions of pounds of payments across the world and provide call centre and online services. We're also developing the new mobile banking technology, working environments for colleagues and strategies to stay ahead of the competition that are shaping the Group's future. Property Services provides support, guidance, day-to-day property services and advice to all divisions, around the world, on property related matters. Our mission is to provide effective and efficient workplaces that encourage customers to do more business with us, and colleagues to work more productively. Our experts talk to and engage with our customers across the Group to ensure each property and office space is just right for the different types of work we do. As a Contract Manager, you'll develop and maintain strong and effective working relationships with business partners, property colleagues and key service providers both internal and external to the RBS Group. Through developing an understanding and knowledge of RBS Group businesses, you will ensure that the appropriate foodservice operations are delivered in any existing and future properties. This will include building and maintaining a credible image with senior management and property colleagues. You'll also identify and deliver reduced costs of operation through continuous improvement initiatives and actively encourage innovation. And you will seek out opportunities for service enhancement, implementing new ideas to provide efficient and effective services. As a Contract Manager, you'll have significant experience in the foodservice industry, preferably within an operational environment. You will demonstrate the ability to create projects, action plans and manage them to conclusion. You will have strong verbal and written communication skills to enable you to manage productive relationships with suppliers. To ensure effective operational delivery you'll have a proven ability to influence and improve business requirements. It's important you've experience of independent working, being a self starter who is willing to challenge. And you'll have the ability to build and develop working relationships with people at all levels. In return, we offer an excellent employee salary and 30% cash and benefit funding programme which can be tailored to suit your individual needs. In addition to financial benefits, we offer a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your own work-life priorities. Please note as part of our referencing process credit checks will be undertaken. Did you know that RBS won a number of awards as a top employer in the UK in 2012? Best Business Awards 'Best Employer', Business In The Community Top 10 'Ethnic Equality' 'Gender', Working Families 'Top 10 Employer', Workingmums.co.uk Top Employer 'Employee Engagement', The Times Top 50 'Where Women Want to Work', The Times Top 100 'Graduate Employers', and The Sunday Times 100 'Best Companies to Work For'. 40000.0000 Speciality: General Management. Location: Edinburgh, Midlothian Fri, 17 May 2013 03:03:48 +0100 http://www.workcircle.co.uk/click?j=148792271&from=feed http://www.workcircle.co.uk/click?j=148792271 Job Description Our Edinburgh client is looking to recruit a Business Support Administrator to deliver an effective administrative service to their busy Unit Trust team in a six-month contract. Some key responsibilities are listed below:- - Utilising strong IT skills to produce and update documentation and figures, including Unit Trust statements - Investigating discrepancies and reconciling Unit Trust holdings - Dealing with reports, filing and general record-keeping - Adhering to FSA regulations at all times - Liaising with clients and internal departments with professionalism The ideal candidate will:- - Have experience working in a Financial Services environment (experience of Unit Trust administration would be advantageous) - Have strong Microsoft Office skills - Be able to work effectively on your own initiative - Be willing to undergo a credit and criminal check If you meet the above criteria please apply below: Reed Specialist Recruitment Limited is an employment agency and employment business 9.0000 Speciality: Pensions. Location: Edinburgh, Scotland Fri, 17 May 2013 03:02:57 +0100 http://www.workcircle.co.uk/click?j=148792027&from=feed http://www.workcircle.co.uk/click?j=148792027 Our client has a superb opportunity for experienced Customer Service Sales Advisors to work on the west side of Edinburgh. You will have a proven track record in Customer Services, ideally gained within the Financial Services sector and will thrive on meeting and exceeding targets. You will be selling the bank's products and services, identifying the appropriate products for the customer, reviewing their records and advising, all with exceptional customer service at all times. The role will also involve generating leads for other areas of the business and for yourself. The ideal candidate will have previous customer service experience and a track record of exceeding sales targets 16000.0000 Speciality: Loans - Other. Location: Edinburgh, Midlothian Fri, 17 May 2013 03:02:49 +0100 http://www.workcircle.co.uk/click?j=134013506&from=feed http://www.workcircle.co.uk/click?j=134013506 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage and those with either introducer agreements or a client base are particularly sought after. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:53:35 +0100 http://www.workcircle.co.uk/click?j=147719443&from=feed http://www.workcircle.co.uk/click?j=147719443 Core Purpose of the Role: To provide a professional level of support to senior tax staff in respect of the corporation tax obligations of group companies to minimise tax liabilities, compliance costs and penalties, and to assist with advisory and tax planning initiatives. Work with technology to automate and improve processes. Accountabilities Preparation for submission of corporation tax returns, claims and elections to HMRC ensuring that relief's are maximised, liabilities minimised and that early compliance of the Group’s obligations with HMRC are met. Manage the involvement of key information providers for computations to ensure that MI requirements are understood and met in full, and on a timely basis (and in line with risk processes and SAO). Develop and maintain good working relationships and lines of communication with internal and external business and finance contacts. Participate in group tasks such as group relief, GPA (including computing and arranging payment of quarterly tax payments for non GPA companies for approval) and HMRC correspondence. Plan, control and co-ordinate responses to HMRC’s queries on computations within sphere of responsibility and assist in the management of meetings and negotiations with HMRC. Responsibility for maintaining general ledger accounts for corporation tax and deferred tax balances, including monthly reconciliations and prompt action to clear differences. Prepare year end provisions for statutory and group reporting. Develop and maintain good lines of communication within Group Tax, including the provision of effective cover and support for other tax professionals to ensure the business needs of the Group are met. Provide basic advice on own area of specialism, and cross-working involvement with colleagues on advisory projects and Group initiatives. Active participation in Group Tax training initiatives. Management and development of D lower and C grade colleagues within the team Key Capabilities/Knowledge: Strong tax technical skills in core areas of corporation tax (including loan relationships), and good working knowledge of tax accounting matters under IFRS. Accuracy, time management and the ability to meet deadlines under pressure. Ability to work with minimum supervision and supervise the work of support staff. Good PC skills, including working knowledge of Alphatax software. Good analytical and problem solving abilities. Ability to show initiative and interest in keeping up to date, on tax technical, accounting and business related matters. Process mindset to participate and assist in project management initiatives within a SOX/SAO environment. 34000.0000 Speciality: Compliance. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:55:08 +0100 http://www.workcircle.co.uk/click?j=147719251&from=feed http://www.workcircle.co.uk/click?j=147719251 Our client, a leading financial services firm, is looking for an Effective Yield Analyst to join their team in Edinburgh on a permanent basis. Responsibilities for the Effective Yield Analyst include: -manual calculation of all index linked and factorised bonds and validation of standing data used in bond amortisation calculations -comparing current callable bond universe between static data and Bloomberg, including reviewing and monitoring Yield to Worst Dates and Reporting codes -actioning ad-hoc queries from auditors, clients and other internal customers and contributing to the improvement of systems, products and services Key skills for the Effective Yield Analyst include: -candidates must have experience of working within a daily valuations/reporting area within financial services and have an understanding of bonds -strong numerical and analytical skills - computer literate with the ability to communicate effectively across all levels To be considered for the Effective Yield Analyst position, please send your CV ASAP Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 0.0000 Speciality: Investments. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:54:58 +0100 http://www.workcircle.co.uk/click?j=147719226&from=feed http://www.workcircle.co.uk/click?j=147719226 Job Description Our market-leading Financial Services client is seeking an immediately available Finance Manager to join its Equity Business Finance team based in central Edinburgh. Key responsibilities are: Review and challenge quarterly valuations for the relevant Equity businesses Deliver required valuations reporting to various equity committees as appropriate, ensuring that these are in compliance with Equity Governance and relevant Sox processes. Ledger reconciliation and reporting of valuation activity. Input into quarterly SAR processes and statutory accounts activity as appropriate. Regulatory Reporting and forecasting activity as appropriate. Deliver ad-hoc reporting and accounting/transactional advice as appropriate Experience/Skills Required: Qualified Accountant with at least 3 years PQE Financial Management Accounting experience required IFRS experience and exposure preferable Exposure to equity investments and valuations preferable Experience of working in Financial Services and/or large companies preferable For immediate consideration, please email a current CV to adele.hooper@reedglobal.com or contact Adele Hooper on 01179 06 0004 Reed Specialist Recruitment Limited is an employment agency and employment business 300.0000 Speciality: Loans - Other. Location: Edinburgh Wed, 15 May 2013 02:54:57 +0100 http://www.workcircle.co.uk/click?j=146926005&from=feed http://www.workcircle.co.uk/click?j=146926005 My client is a leading provider of Employee Benefits and Group Risk services seeking to appoint additional Group Risk Account Executives to join their team based in Edinburgh. This company offers a nurturing culture that recognises success and encourages contribution from employees. If you are looking to join an international organisation and embark on a prosperous career in financial services then this could be the opportunity for you. The role will involve the administration and ongoing management of a portfolio of Accounts, therefore I am looking to speak to applicants with exposure working with Group Risk products. It is essential to have first class communication and organisational skills. For further information please apply to Leanne Boddy at WWB Recruitment. 17000.0000 Speciality: Group Risk Advisor. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:47:33 +0100 http://www.workcircle.co.uk/click?j=146053807&from=feed http://www.workcircle.co.uk/click?j=146053807 Chartered Financial Consultant - IFA Wealth Practice My client is a leading IFA Wealth Practice, and looking to augment their advisory team, by securing a Chartered Financial Consultant to service HNW clients in the Edinburgh area. From day 1, you'll get access to an established client base of 50 Private Clients and 400 Pension Scheme clients, with a recurring income of £50,000 per annum an excellent reward structure above a competitive basic salary package. Furthermore, the opportunity to work within a leading Wealth Practice that will support you into the long term, is a rare prospect in the current market place. Ideally, you'll be fully Chartered as a Financial Planner, experienced in dealing with HNW/Affluent clients, some exposure to the Pensions/Group market place, fully CAS have the gravitas to work with high net worth private clients on a regular basis. Click and apply asap, as this role is a rare opportunity in the current market. 0.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:19 +0100 http://www.workcircle.co.uk/click?j=146053740&from=feed http://www.workcircle.co.uk/click?j=146053740 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 Edinburgh. These roles 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 If you feel that you are suitable for either of these positions, 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 or and we will endeavour to assist with their search. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:16 +0100 http://www.workcircle.co.uk/click?j=146053552&from=feed http://www.workcircle.co.uk/click?j=146053552 This leading chartered financial planning practice is currently seeking an experienced financial planner in Edinburgh. In this role you will take over an established client bank and trail revenue generated from both private client and also pension schemes. You must be a chartered financial planner and have a track record of advising both private clients and also dealing with pension schemes. Basic £40,000 to £60,000, bonus and benefits. 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:11 +0100 http://www.workcircle.co.uk/click?j=145834635&from=feed http://www.workcircle.co.uk/click?j=145834635 Our client is a very succesful financial services company.The highlights for this role are.. Branch based estate agency office - very productive estate agents - the agents DO NOT require a split. This is a rare - this is an opportunity to make a lot of money. Substantial client bank locally. Ideally we would require a candidate who is Diploma qualified. Very successful practice. Excellent opportunities as a number of financial advisors who are planning to retire. Multi-tie and IFA companies within the group. Full paraplanning support. Regular Financial Services leads. To recap this is an excellent opportunity to motor one s personal earnings. Send your CV today. No1 legal limited (Financial Services Division) 0.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:06:14 +0100 http://www.workcircle.co.uk/click?j=145834045&from=feed http://www.workcircle.co.uk/click?j=145834045 Actuarial Analyst - DB Pensions Edinburgh £32,000 to £40,000 plus benefits This highly respected consultancy deals with a variety of clients within the Financial Services sector and they currently require an Analyst from an Actuarial background to assist with the development of their client proposition. You will be responsible for providing advice and support internally, demonstrating your knowledge on the wider financial markets and on the specific needs of the DB pension arena. You will also act in a client facing role providing assistance to the business development team at the proposition stage and through the provision of technical support post completion. This role would suit an Analyst keen to move into a different field whilst still utilising their pensions experience and actuarial qualifications. The successful candidate will be a Part Qualified Actuary with experience of working within a DB pension environment, either consultancy or life office. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 32000.0000 Speciality: Actuarial. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:58 +0100 http://www.workcircle.co.uk/click?j=145833945&from=feed http://www.workcircle.co.uk/click?j=145833945 Actuarial Analyst - DB Pensions Edinburgh £32,000 to £40,000 plus benefits This highly respected consultancy deals with a variety of clients within the Financial Services sector and they currently require an Analyst from an Actuarial background to assist with the development of their client proposition. You will be responsible for providing advice and support internally, demonstrating your knowledge on the wider financial markets and on the specific needs of the DB pension arena. You will also act in a client facing role providing assistance to the business development team at the proposition stage and through the provision of technical support post completion. This role would suit an Analyst keen to move into a different field whilst still utilising their pensions experience and actuarial qualifications. The successful candidate will be a Part Qualified Actuary with experience of working within a DB pension environment, either consultancy or life office. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 32000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:56 +0100 http://www.workcircle.co.uk/click?j=145833552&from=feed http://www.workcircle.co.uk/click?j=145833552 An excellent opportunity has arisen with a leading financial services organisation in Edinburgh - you will be an experience Audit, Compliance Risk Manager and work as part of a large and experienced team that is experiencing proactive change across group operations. Reporting to the Senior Manager, this position will require a background of experience in Operational Regulatory Risk as well as sound Compliance experience within a Corporate Banking environment. The key responsibilities of the role are: Lead delivery of key audit, risk and compliance assignments in line with company directives Projects will involve planning, fieldwork and reporting - this will involve highlighting background information information gathering capturing and analysing collated information and contributing to design of testing strategy Developing full understanding of business risks through effective stakeholder management Contribute to Group Audit opinion process Coaching and developing team members - largely as part of lead projects Champion business process improvement by operating within methodology standards when assessing internal control environment The ideal candidate will be Qualfied Accountant / Auditor with proven background in Compliance, Regulatory and Operational Risk - you will also possess good analystical skills and good awareness of systems and MS Office. There is a fantastic opportunity to develop and progress within this Group Operation. If you are interested in this position and would like to know more, please contact Scott Eccles on or email your CV to 45000.0000 Speciality: Loans - Other. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:44 +0100 http://www.workcircle.co.uk/click?j=145833541&from=feed http://www.workcircle.co.uk/click?j=145833541 IFA Edinburgh Client Bank provided Basic to c£65,000 with excellent bonus structure and benefits package This is a fantastic opportunity to join a forward thinking company that is looking to add an experienced adviser to its already strong team. You will be provided with a client bank from day 1 that already generates £50,000 recurring income these clients have wealth ranging into several millions. You will be responsible for providing holistic fee based advice to these HNW clients with a view to you developing the client base further. My client is looking for someone who is qualified and progressing towards Chartered status and can demonstrate that they are a highly motivated and professional individual. There is also the real potential to earn good’ bonuses. Contact James Rhodes on or apply.a33wmkxskf@bwd-search.aptrack.co 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:44 +0100 http://www.workcircle.co.uk/click?j=145833421&from=feed http://www.workcircle.co.uk/click?j=145833421 Our client has an opportunity for a talented, results orientated and proactive individual to join the Regulatory Change team as an Assistant Manager. You will be responsible for supporting interaction with key change programmes and hands-on delivery of projects, including requirements, design, processes, testing and documentation. You will also be responsible for managing permanent and contract staff undertaking User Acceptance Testing. The successful applicant will be responsible for: Supporting participation in major change programmes on behalf of the wider team, maintaining good project discipline and stakeholder management throughout Delivering change initiatives within agreed timescales and budgets, including requirements definition, solution design, defining operational processes, User Acceptance Testing, and implementation into BAU Engaging with key stakeholders within Group and Commercial Banking to ensure Regulatory Reporting requirements are embedded within change projects Executing appropriate User Acceptance Testing as part of the end-to-end test environment. Supporting the resolution of issues arising from User Acceptance Testing Working closely with the month-end Finance teams to understand issues impacting current reporting processes and to develop solutions to improve data quality and remove manual processing Providing post implementation support including high quality documentation Supporting the wider Regulatory Reporting team in any project related ad hoc investigation and analytical activity Line Management of Test Analysts Pulling together resource and project plans for the Change team Co-ordination of UAT with key Stakeholders - IT/Risk/Finance 29000.0000 Speciality: General Management. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:40 +0100 http://www.workcircle.co.uk/click?j=145832952&from=feed http://www.workcircle.co.uk/click?j=145832952 Chartered Financial Planner required based in Edinburgh for an award winning Chartered Financial Planning firm. Providing an all round Financial Planning service to High Net Worth clients, you will convert group scheme members to financial planning clients. There is a client bank on offer here including Private Clients and Pension scheme clients and is a mix of Investments, Pensions and Protection. You will also need to continue to develop your client bank and maximising opportunities to ensure profitable relationships are built. As a Chartered Financial Planner you will comply fully with all compliance regulations and requirements, as well as provide support, guidance and training to other members of the team. Successful applicants will be Chartered Financial Planners and will have advisory experience. This is an excellent opportunity and has a fantastic salary on offer. It is desirable that applicants will have knowledge of 1st software. Capita Resourcing Limited, part of the Capita Group Plc, offers services of an Employment Agency and Employment Business. 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:24 +0100 http://www.workcircle.co.uk/click?j=145832389&from=feed http://www.workcircle.co.uk/click?j=145832389 Pension Administrator Edinburgh £18,000 to £24,000 plus benefits JohnstonGreer has been retained by this highly regarded pension consultancy that provides technical support and administration services to their client portfolio. Due to continued growth they now require a new pension administrator to join their team to service DB arrangements. The successful candidate will be responsible for day to day administration with duties including the processing of new entrants and leavers, plus calculations for retirals, deaths and renewals. You will be responsible for providing excellent levels of customer service and will be accountable for the effective delivery of information. You will have experience working with Defined Benefit pension schemes gained within a consultancy environment, life office or third party administrator and you will be keen to develop your career further within this field. In return you will receive a salary of up to £24,000 plus company benefits. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 18000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:05 +0100 http://www.workcircle.co.uk/click?j=145832388&from=feed http://www.workcircle.co.uk/click?j=145832388 Pension Administrator Edinburgh £18,000 to £24,000 plus benefits JohnstonGreer has been retained by this highly regarded pension consultancy that provides technical support and administration services to their client portfolio. Due to continued growth they now require a new pension administrator to join their team to service DB arrangements. The successful candidate will be responsible for day to day administration with duties including the processing of new entrants and leavers, plus calculations for retirals, deaths and renewals. You will be responsible for providing excellent levels of customer service and will be accountable for the effective delivery of information. You will have experience working with Defined Benefit pension schemes gained within a consultancy environment, life office or third party administrator and you will be keen to develop your career further within this field. In return you will receive a salary of up to £24,000 plus company benefits. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 18000.0000 Speciality: Sales Support. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:05 +0100 http://www.workcircle.co.uk/click?j=145832375&from=feed http://www.workcircle.co.uk/click?j=145832375 The Client: This first class organisation has been providing independent financial planning services to corporate and individual clients since 1992.They are the PFS Chartered Financial Planners award winners for 2012 and are one of fewer than 250 chartered practices in the UK. They are now seeking to employ a 'Senior Chartered Financial Consultant' for their Edinburgh office. The Role: You will provide all round financial planning service to clients in line with company policy. Developing a client bank of your own and maximising opportunities within this to ensure profitable relationships are built. Key responsibilities include: Provide inter office referrals within group to enhance all potential opportunities To conduct group scheme meetings with clients referred by the company Convert group scheme members to financial planning clients Develop professional connections within a defined area Provide support, guidance and training where appropriate for junior sales consultants The Person: You must be a Chartered Financial Planner with a minimum 5 years relevant industry experience. All applicants must be RDR qualified in line with compliance standards and possess excellent communication skills. Preferably the ideal candidate would have knowledge of 1st software although applicants will be considered without this. 0.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:05:04 +0100 http://www.workcircle.co.uk/click?j=145832268&from=feed http://www.workcircle.co.uk/click?j=145832268 Job Description Location: Edinburgh Working for one of the leading fee based IFA’s, you will be joining the existing successful team as a Senior Paraplanner. You will be preparing concise recommendation reports, undertaking research to identify suitable products and portfolios to suit high net worth clients and will be ensuring all recommendations comply with FSA regulations. Who we're looking for: The successful candidate will have: Experience of Paraplanning ideally at a Senior Level Diploma qualified, looking to work towards Chartered status Ideally experience within in a fee based environment Ability to write suitability letters Excellent research and report writing skills An excellent attitude, be driven and able to work in a fast paced environment and not afraid of a challenge The potential to develop others What is on offer: Negotiable salary depending on experience along with fabulous benefits package and excellent career development opportunities. Reed Specialist Recruitment Limited is an employment agency and employment business 28000.0000 Speciality: Paraplanning. Location: Edinburgh Tue, 14 May 2013 03:05:00 +0100 http://www.workcircle.co.uk/click?j=148398353&from=feed http://www.workcircle.co.uk/click?j=148398353 My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals. Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join their team in Edinburgh. Within this role, the paraplanner will be responsible for providing efficient professional support to a Wealth Adviser working within a fee based environment. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role. To be considered by my client, I am looking for an individual who has predominantly been responsible for report writing and research ideally within pre-sale. You will be level 4 qualified with the determination to become chartered in the future. You will have previous or current experience from a fee based environment as well as a track record in discretionary management, cash flow modelling and financial planning, analysis of existing investments and the ability to formulate advice with the Wealth Adviser The paraplanner role is based within a fast paced environment, so you must be able to work under pressure and have the audacity and drive to not be afraid to challenge as well as having the potential to develop others in the work place. In return you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be circa £25-£32k This is an excellent opportunity that will suit a current paraplanner who strives to develop their career within a reputable firm. Please contact RecruitUK in confidence for further detail. 25000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Tue, 14 May 2013 02:48:33 +0100 http://www.workcircle.co.uk/click?j=147586548&from=feed http://www.workcircle.co.uk/click?j=147586548 Our client, a financial services firm, is looking for a Corporate Tax Analyst to join their team in Edinburgh. The role holder will be primarily responsible for the completion and review of various tax returns, provisions and disclosures included in the financial statements of OEICS, Unit Trusts, Investment Trusts and overseeing periodic fund tax reviews. Responsibilities for the Corporate Tax Analyst will include: - the calculation of tax provision and disclosure included in interim, final and other financial statements -reviewing periodic tax reviews to meet client and regulatory requirements - complete and review forms CT61 Corporation Tax computations and VAT returns and submit to HM Revenue and Customs within statutory deadlines - deal with HMRC enquiries following submission of returns, - liaise with auditors in connection with issues during the audit process -advise fund accounting teams of any items affecting daily NAV calculation. The key candidate requirements for the Corporate Tax Analyst are: -candidates must hold a relevant taxation qualification or equivalent - corporation tax experience within financial services. - knowledge of taxation of UK collective investment vehicles -ability to work well with clients, auditors and other third parties as appropriate - Strong oral and written communication skills are essential - ability to work well on your own initiative To apply for the Corporate Tax Analyst, please send your CV via the apply button below. Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 30000.0000 Speciality: Investments. Location: Edinburgh, Midlothian Tue, 14 May 2013 02:45:33 +0100 http://www.workcircle.co.uk/click?j=147468299&from=feed http://www.workcircle.co.uk/click?j=147468299 A leading national Wealth Management organization have a requirement for a Paraplanner to join their team. You will be working closely alongside the Technical Manager in supporting the Financial Planning Manager. The role will involve elements of administration (processing new and existing business) as well as some paraplanning duties such as report writing - this is a varied role that would suit either a low level Paraplanner or an experienced Administrator seeking to make the next step. This is a first class opportunity to work for a leading name within the market offering clear, structured career progression. Desired Skills Experience Minimum three years experience in a comparable IFA paraplanning role Conversant with and demonstrably able to provide compliant advice across the range of corporate and personal financial planning products and services. Excellent communication and organisational skills Ability to work under pressure and prioritise workload meeting agreed deadlines Ability to update knowledge and keep up with market/product changes Ability to work independently and in a team IT literate Microsoft Office and 1stSoftware experience essential, experience of Analytics preferred High level of technical knowledge Certificate in Financial Planning (CF1-5) or FPC equivalent (Mandatory) Diploma in Financial Planning/Regulated Financial Planning (or close to completion) Due to the high number of applications we receive, if you do not hear from us after applying within 7 days then please assume your application has been unsuccessful. 25000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Sun, 12 May 2013 10:28:57 +0100 http://www.workcircle.co.uk/click?j=148137519&from=feed http://www.workcircle.co.uk/click?j=148137519 Are you a Financial Services professional seeking a new challenge within a dynamic company? Are you looking for a varied role with extensive client contact? Due to continued success and growth, this innovative Financial Services Group seeks to recruit a number of positive and proactive individuals with strong Financial Services knowledge to provide holistic support to their Clients. Focusing of their WRAP Platform, your role will be to deliver excellent client services dealing with a range of issues from technical queries to training and update requirements. You will ensure that clients are able to maximise their usage of the services provided and deliver an excellent client experience. Applications are invited from energetic individuals are can demonstrate experience within Financial Services and are comfortable dealing with clients on a day to day basis. Knowledge of WRAP is preferred with the ability to learn and adapt your skills essential. You will have strong communication and problem solving skills allied to a good understanding of Financial Services products and regulations. In return, you can expect a competitive salary and benefits package as well as the opportunity to grow and develop within the firm. Client Service, Relationship Management, Financial Services, WRAP, Platform, Wealth Management 20000.0000 Speciality: Investments. Location: Edinburgh, Midlothian Sat, 18 May 2013 03:31:15 +0100 http://www.workcircle.co.uk/click?j=139591878&from=feed http://www.workcircle.co.uk/click?j=139591878 SIPP/SSAS Administrator £21,000 to £24,000 plus benefits and bonus JohnstonGreer is representing a well known consultancy that is highly regarded across SIPP, SSAS and other scheme administration providing a variety of pension based services to the industry. Following continued growth they are expanding their team and require a SIPP/SSAS administrator. You will be accountable for the ongoing servicing of their growing portfolio of clients and will be responsible for setting up new schemes, drawdown, investment and property elements of the arrangements whilst acting as the main point of contact for internal business areas and external clients. You will currently be dealing with SIPP and/or SSAS pension arrangements on a daily basis within a Consultancy environment and you will have excellent knowledge of this product sector including current and historic legislation. Full training is provided for areas where there may be gaps in knowledge. The successful applicant will receive a salary of up to £24,000, bonus and excellent benefits, with ongoing opportunities for career progression. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:57:41 +0100 http://www.workcircle.co.uk/click?j=146512473&from=feed http://www.workcircle.co.uk/click?j=146512473 The Company: Is a world leading premium drinks business with an outstanding collection of beverage alcohol brands across spirits, beer and wine. Trading across approximately 180 markets, they employ over 25,000 staff with offices in 80 countries worldwide. They are looking to recruit an experienced 'Pensions Administrator' for an initial 6 month contract. The Role: You will be part of a team responsible for the delivery of all aspects of administration for members and specific projects. The role will be measured on achievement of service delivery targets. The pension's team has a number of administrator roles, providing delivery of administration for different schemes, pension projects and events. Key responsibilities include: Responsible for ensuring that benefits are calculated in accordance with the rules and are within prescribed maximum limits Dealing with all UK/ROI employees, International Assignees and localised employees globally Accommodate multiple employing entities and legacy pensions To ensure service delivery targets are met in a high quality/cost effective way, ensuring high standards of audit control, security, policy compliance and statutory compliance The Person: Must have at least one year experience of working in defined pension administration and service delivery for occupational pension schemes, ideally within the corporate pensions sector. Working towards RPC or QPA qualification would be preferred. Have knowledge of UK or ROI legislation affecting Occupational Pensions and statutory reporting. Demonstrate experience of dealing with external advisers, numerical skills, written and verbal communication skills and working knowledge of Pension Administration systems, Excel, MS Word and Powerpoint. 0.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Sat, 18 May 2013 02:42:55 +0100 http://www.workcircle.co.uk/click?j=131200891&from=feed http://www.workcircle.co.uk/click?j=131200891 An opportunity has now opened for a well an experience Paraplanner Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in preparing client reports with consultants You must be working towards gaining diploma if not already have it and have experience of working in a fee based IFA environment. £30,000 - £32,000 basic salary Working hours Monday - Friday 9am - 5pm Usual benefits - 25-days leave, pension, PHI, Death in Service Please send your CV's across and start your new career today! If we do not come back to you within 3 working days unfortunately your application has been unsuccessful 30000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Fri, 17 May 2013 13:30:20 +0100 http://www.workcircle.co.uk/click?j=146371818&from=feed http://www.workcircle.co.uk/click?j=146371818 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, 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. 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 - A minimum of 5 GCSEs at grades A to C (or equivalent) including English and Maths. - 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 - Effective communication skills - 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 a discretionary bonus, 25 days holiday and a company Pension scheme. PLC1304-301 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. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:57:34 +0100 http://www.workcircle.co.uk/click?j=139298484&from=feed http://www.workcircle.co.uk/click?j=139298484 Paraplanner £26,000 to £32,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the compilation of advice and often attending client meetings. The support team works in tandem with the technical team to ensure that your focus remains firmly on the complex technical work rather than administration. The company offers full exam support, competitive salary and company benefits. You must be an experienced Paraplanner that is Level 4 (or very near) qualified. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 26000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:44:13 +0100 http://www.workcircle.co.uk/click?j=139298318&from=feed http://www.workcircle.co.uk/click?j=139298318 IFA Technical Assistant £28,000 to £34,000 plus benefits and bonus This successful Wealth Management firm requires a Technical Assistant to work in conjunction with IFAs operating at the high end of the Investment market. Due to the level of review work conducted and the complex nature of the advice they now need to add a well-qualified individual to the team. You will be responsible for research, report writing and client meetings for both new clients and ongoing review work. The firm offers an excellent salary, full benefits and potential bonus. You will be a highly experienced Paraplanner with several years’ experience operating at the top level and minimum Level 4 exams with progress towards Chartered status. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 28000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:44:06 +0100 http://www.workcircle.co.uk/click?j=147182728&from=feed http://www.workcircle.co.uk/click?j=147182728 My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will receive the benefits and structure of an employed position, receiving quality leads from a dedicated team to help you build a successful and profitable practice that brings reward, whilst also having the independence and flexibility of an IFA. Successful candidates can also have the flexibility to work from home. It is standard that you have a proven record of success within a financial adviser/IFA role and have an extensive knowledge of the market place. It is desired that you have a transferable amount of assets however this isn’t essential as some leads will be provided and it is more imperative that you have the entrepreneurial manner and hunter approach towards growing your business. In return for your expertise and drive, my client offers a total remuneration of £35,000 inclusive of car allowance, with quarterly bonus payments for business written that exceeds targets plus entitlement to participate in the company’s flexible benefits scheme. They offer a generous holiday allowance that increases with loyalty. If you match the criteria and feel that this is the opportunity you have been seeking to step into an exciting IFA role, please contact Sam Oakes at RecruitUK today. 35000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Fri, 17 May 2013 02:41:12 +0100 http://www.workcircle.co.uk/click?j=147824869&from=feed http://www.workcircle.co.uk/click?j=147824869 This national and market leading Financial Services company are looking for an experience and professional individual to join their Training Compliance Team to take on the responsibility of Financial Adviser development and supervision Responsible for the supervision of experienced branch based regulated Financial Advisers ensuring all aspects of T C are fully met and adhered to, through observations, file checks, coaching and training where required. You will need a strong regulated Financial Services background, with experience of supervising and managing regulated Financial Advisers, an excellent understanding of sales process and qualified to Level 4 Diploma. This role is home based and covers a large geographic area, including Scotland, North East England and Cumbria etc so flexibility will be required. Remuneration package includes basic salary, car allowance, bonus and all the usual benefits from working with a large 'blue chip' company 36000.0000 Speciality: Bancassurance. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:55:39 +0100 http://www.workcircle.co.uk/click?j=147824792&from=feed http://www.workcircle.co.uk/click?j=147824792 The Company A well known Employee Benefits Consultancy are looking to recruit a Defined Benefit Pensions Administrator on a temporary basis. The Role The successful candidate will be expected to administer corporate pension schemes in accordance with contracts to the required standards and deadlines. Duties include: Carry out pension administration tasks and DB calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct Draft correspondence and reports Meet clients to agree administration procedures Utilise portal technology for administration automation Manage logging in and out of post Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner Management of trustee bank accounts including reconciliation and cashflow Management of investment of contributions Assist the consultant/account manager with any documentation they require with carrying out their responsibilities Ensure client work is processed in timely manner and within target dates Prioritise work to ensure service level agreements are maintained Assist team members as required and provide support to Team Leader including deputising in their absence Deal with non-standard client/member queries Day to day client responsibility, under guidance To peer review and ensure own work is peer reviewed as appropriate Carry out such other duties and take on additional responsibilities as may be agreed from time to time To ensure timesheets are completed in a timely manner The Person Candidates will only be considered if they possess the following criteria: Minimum of 2 years' experience of defined benefit pension scheme administration Analytic Logical approach to problem solving Process, collect and input data and information as delegated Ability to prioritise workload, keeping to deadlines and disclosure requirements Communication Answer queries by telephone, letter and email Communicate effectively with colleagues and clients Interpersonal Ability to work as part of a team Information Technology - Computer literate in the use of Office Systems, e.g. Microsoft Office for word processing, spreadsheets, database and presentations. Time recording and charging to clients. Professional / General Management - Understand the need for various codes of professional ethics and standards as promulgated by the PMI. Good time management The Benefits Generous benefits are associated with this role including a subsidised canteen, free parking free use of a gym. PLC1305-83 Pensions Administrator DB 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. 10.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=147824763&from=feed http://www.workcircle.co.uk/click?j=147824763 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, 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. 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 A minimum of 5 GCSEs at grades A to C (or equivalent) including English and Maths. 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 Effective communication skills 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 a discretionary bonus, 25 days holiday and a company Pension scheme. PLC1305-91 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. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=147824796&from=feed http://www.workcircle.co.uk/click?j=147824796 A well known Employee Benefits Consultancy are looking to recruit a Defined Benefit Pensions Administrator on a temporary basis. The Role The successful candidate will be expected to administer corporate pension schemes in accordance with contracts to the required standards and deadlines. Duties include: Carry out pension administration tasks and DB calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct Draft correspondence and reports Meet clients to agree administration procedures Utilise portal technology for administration automation Manage logging in and out of post Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner Management of trustee bank accounts including reconciliation and cashflow Management of investment of contributions Assist the consultant/account manager with any documentation they require with carrying out their responsibilities Ensure client work is processed in timely manner and within target dates Prioritise work to ensure service level agreements are maintained Assist team members as required and provide support to Team Leader including deputising in their absence Deal with non-standard client/member queries Day to day client responsibility, under guidance To peer review and ensure own work is peer reviewed as appropriate Carry out such other duties and take on additional responsibilities as may be agreed from time to time To ensure timesheets are completed in a timely manner The Person Candidates will only be considered if they possess the following criteria: Minimum of 2 years' experience of defined benefit pension scheme administration Analytic Logical approach to problem solving Process, collect and input data and information as delegated Ability to prioritise workload, keeping to deadlines and disclosure requirements Communication Answer queries by telephone, letter and email Communicate effectively with colleagues and clients Interpersonal Ability to work as part of a team Information Technology - Computer literate in the use of Office Systems, e.g. Microsoft Office for word processing, spreadsheets, database and presentations. Time recording and charging to clients. Professional / General Management - Understand the need for various codes of professional ethics and standards as promulgated by the PMI. Good time management The Benefits Generous benefits are associated with this role including a subsidised canteen, free parking free use of a gym. PLC1305-80 Pensions Administrator DB 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. 12.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=148639223&from=feed http://www.workcircle.co.uk/click?j=148639223 An opportunity has arisen for an individual to become an integral part of a regulatory and operational risk business function within a forward thinking, successful investment management company. You will be responsible for contributing towards the delivery of the monitoring plan and form part of the monitoring team. Your responsibilities will be to: - Assess operational compliance performance and identify that compliance standards are met in the relevant business areas - Report on the findings made into the investigation of operational compliance - Recommend appropriate action needed to bring about improvements - Develop and maintain a strong internal network - Keep up to date and understand regulatory developments and their impact on the business, especially their impact on the scope of the monitoring reviews. Required skills and experience: - Educated to degree level - Previous Audit/Monitoring experience - Interest and knowledge in asset management If you are interested in the Monitoring Consultant role then apply now. Any queries please contact Dan at Huntswood. 30000.0000 Speciality: Compliance. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:47:20 +0100 http://www.workcircle.co.uk/click?j=148639258&from=feed http://www.workcircle.co.uk/click?j=148639258 One of the UKs top banks is recruiting Protection Advisers to work in its busy Contact Centre. You will help customers to understand their protection needs and provide information about valuable products. Handling enquiries on a wide range of issues in a professional manner and with the appropriate degree of technical knowledge. You ll also undertake pro-active outbound calling in respect of sales and marketing initiatives in a compliant manner and support business development. Upbeat, proactive and highly motivated, you have persuasive communication skills and are always looking for ways of further improving the service you provide. If you're from a customer service or sales background and looking to develop a lucrative career in the banking field please forward your CV. Basic salary is between £16,200 and £18,000 depending on relevant experience, plus performance bonus and incentive schemes, employer funded retirement savings plan, share scheme, group profit sharing and you’ll start at 25 days holiday plus bank holidays. If you do not hear from me within 3 working days, then your application has not been successful on this occasion. I will however keep your details on file for any suitable future vacancies and contact you accordingly. 16000.0000 Speciality: Mortgage Advisor. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:47:20 +0100 http://www.workcircle.co.uk/click?j=148639169&from=feed http://www.workcircle.co.uk/click?j=148639169 Job Description You’ll help our customers to understand their protection needs and provide information about our available products to enable them to make an informed choice, closing sales where appropriate. By identifying and understanding customer needs, you’ll provide lead generation for our Advice Protection business, and you’ll also proactively generate your own quality customer leads. And thanks to a thorough knowledge of our products, you’ll use all your experience to help our customers make the right decisions to protect their future. Requirements We’re looking for enthusiastic and self motivated individuals with a proven track record in customer service and sales, ideally gained within the financial services sector. With excellent relationship building skills, you’ll work closely with your colleagues to help deliver a first class experience for our customers. Key Responsibilities Working towards achieving challenging service and sales objectives Taking calls from customers to build understanding of their protection needs and matching the bank’s products and services Selling the bank’s protection products and services whilst ensuring that you treat the customer fairly Reviewing customer’s records in order to identify suitable products that could meet their needs Ensuring you comply with FSA regulations including completing paperwork and maintaining records Demonstrate world class customer service every time by putting customer needs at the heart of all you do. This job may be for you if you enjoy: Dealing with customers over the phone and putting their needs as your top priority Working towards and achieving challenging sales and service objectives Maintaining your knowledge of a wide range of products and services Taking personal responsibility for your workload, constantly updating and re-prioritising to make best use of your time Telephone contact, a fast paced environment and working as part of a team Being pro-active, managing your own workload This job may not be for you if you Dislike selling and worry about meeting challenging targets Don’t enjoy working on tasks that involve dealing with people Don’t like having responsibility for proactively managing your own time Don’t enjoy interacting with customers Our goal is simple: to become the UK’s most Helpful and Sustainable bank. It’s all about putting the customer at the heart of everything we do, making their lives easier and taking the stress out of banking. We’re in a position to help our customers with everything that’s important to them - from day to day money matters to buying their homes, protecting their families or building their future. All of this starts with having the right people on our team. People who share our belief that the customer comes first, are driven to go above and beyond what’s expected and who let their enthusiasm shine through every day. People who are always professional in their work, but can engage with customers and talk to them like the individuals that they are. We want our customers to be confident that they’re making the right choices for themselves and their money, so to do this, we need to offer simple, straightforward help and advice. For our people this also means the chance to develop their skills and take their career in many different directions. Whatever you want to do and however you want to learn, we’re here to help you take your career to the next level. 16000.0000 Speciality: Bancassurance. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:47:18 +0100 http://www.workcircle.co.uk/click?j=148639076&from=feed http://www.workcircle.co.uk/click?j=148639076 The Company: A leading Independent Investment Advice management organisation who specialise in creating a wrap platform. With almost 100 employees and £5.2b in funds under management they are an outstanding success story. They are now looking to recruit a 'Client Relations Manager' The Role: You will be responsible for providing efficient effective service to the Client Relations Director who has responsibility for building relationships with new and existing IFA partners, and providing them with an operational support facility. You will co-ordinate enquiries between the administrators and IFA partners. Key responsibilities inc Managing Relationships Managing Process and Administration Maintaining Operational and Company standards Teamwork The Person: You will have proven experience in an IFA environment coupled with excellent client/customer satisfaction knowledge. Holding an FPC certificate is desirable coupled with Wrap Platform Knowledge. Ideally you will have a strong understanding of financial products, legislation and procedures. Possessing excellent Microsoft office skills with an awareness of money laundering, compliance and TCF principles are essential. For further information please contact Neil Greene on or email 0.0000 Speciality: Loans - Other. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:47:14 +0100 http://www.workcircle.co.uk/click?j=141097341&from=feed http://www.workcircle.co.uk/click?j=141097341 IFA - Personal Corporate £35,000 to £45,000 plus benefits and bonus This quality IFA practice deals with Wealth Management for Private Clients and EB advice for Corporate entities. They now require a L4 qualified advisor to provide advice at Board Level whilst also dealing with Individual advice for senior executives within client firms plus new and existing scheme members. The role offers up to £45,000 salary and benefits plus the opportunity to increase earnings through a bonus scheme. You will be a highly qualified Advisor with several years’ experience in the market and your own network of contacts. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 35000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:46:29 +0100 http://www.workcircle.co.uk/click?j=141097084&from=feed http://www.workcircle.co.uk/click?j=141097084 Independent Financial Advisor To £45,000 plus benefits and bonus This quality IFA practice deals with Wealth Management for Private Clients and EB advice for Corporate entities. They now require a L4 qualified advisor to provide advice at Board Level whilst also dealing with Individual advice for senior executives within client firms plus new and existing scheme members. The role offers up to £45,000 salary and benefits plus the opportunity to increase earnings through a bonus scheme. You will be a highly qualified Advisor with several years’ experience in the market and your own network of contacts. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Thu, 16 May 2013 02:46:19 +0100 http://www.workcircle.co.uk/click?j=141754810&from=feed http://www.workcircle.co.uk/click?j=141754810 Are you a Diploma qualified Financial Adviser and thinking about setting up your own business/practice? Our client is a National firm with award winning software and they are offering, for a limited period the opportunity to start your own business with their support and with no cost to you for the first 6 months. You will receive 100% of all the commission/fees you generate without any deductions and even after this period you can have from 65% to 99% of your income depending on the production level. With no FSA, PII fees to pay...nothing, they will even provide you with the laptop and software to get going! Interested in finding out more then please send in your CV or ask for a call back in your email we have opportunities across the UK. To apply you must hold Level Diploma and CAS status. 0.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Wed, 15 May 2013 03:17:06 +0100 http://www.workcircle.co.uk/click?j=148507232&from=feed http://www.workcircle.co.uk/click?j=148507232 Job Description Job Purpose, To provide support to the Relationship Managers in bringing new customer portfolios on board with the Bank and satisfying technical and complex KYC/KYB requirements. Key deliverables include, Provide high quality support to front line teams to allow them to concentrate on revenue generation Contribute to KYC/KYB/ Account Opening project initiatives, taking responsibility for the development and implementation of specific deliverables and ensuring these are achieved within the required time, cost and quality parameters. Ensure compliance with Bank and regulatory policy identifying the need for action where necessary in order to minimise risk. Respond to a range of queries, liaising as appropriate with line management and/or other business areas, clarifying issues and ensuring that the nature of the information being provided is understood by the recipient. Manage the on-boarding of new complex relationships and accounts, ensuring that all required banking services are set up. Review complete technical/complex account opening documentation, for acceptability and completeness, identifying and referring gaps/missing data in order to enable the account to be processed correctly. Develop and maintain contacts across the business unit in order to obtain / exchange information and where appropriate identify further customer requirements and recommend methods of improving service quality and operational effectiveness. Knowledge Experience Account opening procedures KYC KYB Operational efficiency Understanding of FSA regulations COM/CMD application Generic skills Procedural/Product/Specialist knowledge Self work/organisation Oral written communication skills Organisational awareness Providing Excellent Customer Service Reed Specialist Recruitment Limited is an employment agency and employment business 150.0000 Speciality: Compliance. Location: Edinburgh Wed, 15 May 2013 03:14:51 +0100 http://www.workcircle.co.uk/click?j=148507191&from=feed http://www.workcircle.co.uk/click?j=148507191 Denholm’s client, a leading brand undergoing a major transformation, has created an excellent opportunity to work as part of a small team responsible for writing and managing fund launch marketing materials and helping to deliver a range of high quality investment information for clients for new and existing products. Other typical duties will include production of industry leading investment articles, taking research data and converting it into compliant, clear and engaging investment pieces to help advisers and position the brand in the market. The crucial skills required for this role will be your flair for writing, your creativity and your ability to always think customer. We’re not just looking for a solid investment writer, perhaps you have worked in PR or a copywriting capacity and you can see an opportunity such as this to add value through your creative ideas and concepts. A digital understanding would be beneficial together with a strong commercial awareness and ability to work as part of a large group. This is a contract position for approximately 3mths giving you the flexibility to operate as a temporary worker or via your own LTC. 35000.0000 Speciality: Investments. Location: Edinburgh, Midlothian Wed, 15 May 2013 03:14:49 +0100 http://www.workcircle.co.uk/click?j=148507115&from=feed http://www.workcircle.co.uk/click?j=148507115 Job Description To work within a team to support delivery the continual improvement of the control environment and framework within WBM, and specifically for the Corporate Institutional Banking and\or Mid Markets businesses: Understand business activities and risk priorities and support execution and documentation of the control framework Support the preparation of regular and ad-hoc reports/MI on the effectiveness of the control framework. Support execution of operational loss management, including forecasting, data validation, risk reporting, KRIs and event reconciliation Understand the Group’s policies, procedures and guidelines where appropriate and support in implementing actions to protect the Group’s business at all times. Ensure that the all documents\records are securely maintained, with appropriate access, quality and version controls, including Sharepoint management and reporting. Supporting and assisting senior /Project managers with any ad-hoc requests for reviews, reporting etc, Reed Specialist Recruitment Limited is an employment agency and employment business 300.0000 Speciality: Loans - Other. Location: Edinburgh, Scotland Wed, 15 May 2013 03:14:47 +0100 http://www.workcircle.co.uk/click?j=147719436&from=feed http://www.workcircle.co.uk/click?j=147719436 Based in Scotland, servicing the whole of Scotland our Investment client has successfully operated the local markets in excess of 20yrs. In a growth phase they are continuing to increase their numbers and now have a requirement for an additional PCIAM to help service there extensive lead generation and client book. You would take responsibility for both advisory and discretionary management of a portfolio of existing client whilst continuing to develop new clients. You will have an excellent understanding of the financial markets, have a sound attitude to risk and have a detailed understanding of regulation. You will hold relevant CISI investment qualifications and will have some client facing experience 35000.0000 Speciality: Investments. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:55:08 +0100 http://www.workcircle.co.uk/click?j=147719428&from=feed http://www.workcircle.co.uk/click?j=147719428 This market leading provider of private medical and dental plans are looking for a successful and professional individual to cover Scotland Working purely on a business to business basis, responsible for managing and developing new and existing accounts and growing business to achieve sales targets. You will need business to business experience, a successful track record, ideally from within Financial Services with an ability to develop new and existing business relationships. The remuneration package includes a competitive basic salary, quality company car, all the usual benefits and excellent bonus potential. 30000.0000 Speciality: Business Development Manager. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:55:08 +0100 http://www.workcircle.co.uk/click?j=147719360&from=feed http://www.workcircle.co.uk/click?j=147719360 Senior Financial Advisers LEBC Group provide impartial financial solutions for individuals and organisations alike. Our services are delivered by specialist, qualified, financial advisers and knowledgeable, dedicated support staff at 12 locations spread throughout the UK. LEBC Group has gone from strength to strength and is today a highly-respected provider of top-quality independent financial advice and employee benefits. Inspiring, caring and trusted, we have the insight to understand the needs of our clients today and the foresight to meet their requirements tomorrow. We are proud to say that we have won several coveted awards, including the Tenet 'IFA of The Year Award’ 2013 and the Best Retirement Adviser Award 2013 at The Money Marketing Awards. We are looking to expand our business by recruiting successful senior financial advisers, who are level 4 qualified and have written a large amount of business in the past few years. We offer highly competitive benefits package including a salary of £-£ bonus benefits. 0.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:55:02 +0100 http://www.workcircle.co.uk/click?j=147719355&from=feed http://www.workcircle.co.uk/click?j=147719355 Our client, a leading financial services firm, is looking for a OTC Derivatives Analyst to join their team. The role holder will perform daily OTC Derivative reconciliations whilst checking and inputting valuations. Responsibilities for the OTC Derivatives Analyst will include: - Monitoring accounting feeds and assisting in the design, development and execution of internal controls and new instrument trading requirements - Monthly reports for clients and other internal teams will be required as will the need to develop strong, pro-active working relationships with customers - Participating in project work when required. Key skills for the OTC Derivatives Analyst include: -Candidates will ideally have experience of working in an operations environment within financial services - Knowledge of OTC Derivatives products, accounting, valuation and/or administration of derivatives is desirable -Candidates must be qualified to degree level (or equivalent) and IAQ is desirable - Strong numerical, accuracy and analytical skills are essential - Self-confident, results orientated team players would suit this role To be considered for the OTC Derivatives Analyst position, please send your CV ASAP. Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 0.0000 Speciality: Investments. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:55:02 +0100 http://www.workcircle.co.uk/click?j=146926010&from=feed http://www.workcircle.co.uk/click?j=146926010 Team Leader - Pensions £24,000 to £29,000 plus benefits This highly successful Pensions Consultancy provides advice and administration services to a wide range of clients. Due to an increase in business within the DB pension field they now require a Team Leader to take responsibility for a new administration unit within the business. The firm is looking to recruit a senior member of staff to join the management team with responsibility for ensuring the smooth running of operations within DB Scheme Administration. The role is challenging with the main focus on the management of others including motivation, appraisals, workload distribution, coaching and recruitment. Applicants must have people management and operational experience within a DB Pensions environment probably with exposure to compliance, office management and technical work. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 24000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:47:33 +0100 http://www.workcircle.co.uk/click?j=146926013&from=feed http://www.workcircle.co.uk/click?j=146926013 Employee Benefits Administrator £25,000 to £30,000 plus benefits and bonus This leading IFA and employee benefits consultancy has an excellent market presence and client portfolio in the local area. They offer a full range of services to their corporate clients including EB advice across pensions, group risk and healthcare. They now require an EB Administrator to service an existing portfolio of high value clients operating within a variety of sectors. You will be responsible for managing and maintaining the existing relationships whilst maximising revenue from these accounts and developing new clients. Applicants will be current EB Administrators with exposure to the corporate planning arena including Group Pensions and Group Risk plus part qualified Diploma level exams. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 25000.0000 Speciality: Employee Benefits. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:47:33 +0100 http://www.workcircle.co.uk/click?j=146925829&from=feed http://www.workcircle.co.uk/click?j=146925829 Team Leader - Pensions £24,000 to £29,000 plus benefits This highly successful Pensions Consultancy provides advice and administration services to a wide range of clients. Due to an increase in business within the DB pension field they now require a Team Leader to take responsibility for a new administration unit within the business. The firm is looking to recruit a senior member of staff to join the management team with responsibility for ensuring the smooth running of operations within DB Scheme Administration. The role is challenging with the main focus on the management of others including motivation, appraisals, workload distribution, coaching and recruitment. Applicants must have people management and operational experience within a DB Pensions environment probably with exposure to compliance, office management and technical work. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 24000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:47:27 +0100 http://www.workcircle.co.uk/click?j=146925824&from=feed http://www.workcircle.co.uk/click?j=146925824 The Company: This world class Life Insurance Pensions Company have been providing outstanding service for nearly 200 years. Offering financial solutions to suit customers' ever changing needs, they are known as a market leader in their field. They are now seeking to employ an experienced 'Investment Manager/Analyst - Fixed Income' . The Role: To provide effective fund management services, providing specialist knowledge through analysis of allocated markets/sectors/companies with particular emphasis on the emerging markets. Effectively present specialist knowledge to colleagues, maintaining demonstrable understanding of generalist market themes. You will contribute to the development of specialist and generalist investments ideas, promote and monitor ideas that compliment current overall investment strategy. Maintaining allocated fixed income funds within the agreed risk parameters and participate in the development of the overall fixed income strategy. The Person: You will be educated to degree level and must have previous experience in analysing company balance sheets in order to make investment decisions, be that in accountancy, insolvency practise, financial institution or investment management firm. You will also have a relevant professional qualification and have passed or willing to study for relevant investment qualifications ie IMC/CFA. For further information please contact Neil Greene on or email 0.0000 Speciality: Investments. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:47:27 +0100 http://www.workcircle.co.uk/click?j=146925826&from=feed http://www.workcircle.co.uk/click?j=146925826 Employee Benefits Administrator £25,000 to £30,000 plus benefits and bonus This leading IFA and employee benefits consultancy has an excellent market presence and client portfolio in the local area. They offer a full range of services to their corporate clients including EB advice across pensions, group risk and healthcare. They now require an EB Administrator to service an existing portfolio of high value clients operating within a variety of sectors. You will be responsible for managing and maintaining the existing relationships whilst maximising revenue from these accounts and developing new clients. Applicants will be current EB Administrators with exposure to the corporate planning arena including Group Pensions and Group Risk plus part qualified Diploma level exams. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 25000.0000 Speciality: Sales Support. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:47:27 +0100 http://www.workcircle.co.uk/click?j=146053630&from=feed http://www.workcircle.co.uk/click?j=146053630 This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for an experienced Pensions Administrator. Due to its continued rapid growth they are looking for an individual to join on an initial 6 month contract, with a view to going permanent in time. You will be providing support to both Defined Contribution and Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful Pensions Administrator will need to have strong technical knowledge of DC and DB Pension schemes. You will be involved in all aspects of pension’s administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions’ industry qualifications such as QPA. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:13 +0100 http://www.workcircle.co.uk/click?j=146053624&from=feed http://www.workcircle.co.uk/click?j=146053624 This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for an experienced Pensions Administrator. Due to its continued rapid growth they are looking for an individual to join on an initial 12 month contract, with a view to going permanent in time. You will be providing support to both Defined Contribution and Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful Pensions Administrator will need to have strong technical knowledge of DC and DB Pension schemes. You will be involved in all aspects of pension’s administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions’ industry qualifications such as QPA. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:13 +0100 http://www.workcircle.co.uk/click?j=146053622&from=feed http://www.workcircle.co.uk/click?j=146053622 This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for an experienced Pensions Administrator. Due to its continued rapid growth they are looking for an individual to join on an initial 12 month contract, with a view to going permanent in time. You will be providing support to both Defined Contribution and Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful Pensions Administrator will need to have strong technical knowledge of DC and DB Pension schemes. You will be involved in all aspects of pension’s administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions’ industry qualifications such as QPA. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:13 +0100 http://www.workcircle.co.uk/click?j=146053626&from=feed http://www.workcircle.co.uk/click?j=146053626 This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for an experienced Pensions Administrator. Due to its continued rapid growth they are looking for an individual to join on an initial 6 month contract, with a view to going permanent in time. You will be providing support to both Defined Contribution and Defined Benefit Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful Pensions Administrator will need to have strong technical knowledge of DC and DB Pension schemes. You will be involved in all aspects of pension’s administration, ensuring that all calculations are in line with Trust Deed and Rules as well as pensions legislation, meeting Service Level Agreements. To be considered for this role you must have recent experience in occupational pension schemes, gained from either a TPA or an in-house background and have made significant progress through pensions’ industry qualifications such as QPA. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 21000.0000 Speciality: Pensions. Location: Edinburgh, Midlothian Wed, 15 May 2013 02:16:13 +0100 http://www.workcircle.co.uk/click?j=145834754&from=feed http://www.workcircle.co.uk/click?j=145834754 Opportunities UK wide with this position About the company An outstanding opportunity has arisen to join a market leading Mortgage and Protection Company. Established in 2001 our client has risen to become an absolute giant in the UK market. Independently owned by private investors our client is financially sound, had no commercial debt or overdrafts and meets the regulators stringent capital adequacy requirements. In some of the most difficult trading conditions that the mortgage industry has ever seen our client has demonstrated consistent growth in net members for every quarter over the past 3 years. They attribute this success to the fact they have invested significantly into the continual enhancement of the services and resources to its members, most lately with a new sales platform and CRM system. About the role As a mortgage and protection advisor, you will do what it says on the tin! Offer mortgage and protection advice to new and existing clients. The proposition is clear and transparent and there are some excellent benefits including: For the client Simple fee structure, no charge on broker fees. Comprehensive lending panel. Choice of mortgage packagers. Market leading exclusives. Comprehensive insurer’s panel. Wide ancillary’s panel offer you more selling opportunities. No application fees. For the advisor Sourcing, back office and compliance software. Full training and competence scheme. Free ThreeSixty online training facilities. FCA annual, FOS and FSCS levies included. Comprehensive induction training course. Comprehensive PI insurance cover. Weekly online statement of account. Friendly, dedicated, member support. Electronic trading. Marketing and promotional support. Fully compliant white labelled website facility at minimal cost. About you You will be a mortgage broker or financial advisor, will be comfortable operating in a self- employed environment with excellent commission splits, will be able to business develop and be a producer of business. You will understand the importance of treating clients fairly. You will hold relevant mortgage and / or financial qualifications in line with the FCA requirements. 0.0000 Speciality: Mortgage Advisor. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:06:17 +0100 http://www.workcircle.co.uk/click?j=145834731&from=feed http://www.workcircle.co.uk/click?j=145834731 Lusona Financial Services are looking to attract motivated and professional sales consultants to join a growing business with an innovative business model that is proving highly successful in the modern advisory landscape. They provide a broad range of third party services to advisory firms and product providers. As a sales consultant you will be involved in: Proactive sales campaigns to businesses and individuals to generate interest in financial reviews Create relationships built of trust to generate additional business through creation of your own network of contacts Using strong influencing skills to communicate with influential, senior figures from a broad range of market sectors The essential skills for this role is that you can demonstrate business to business sales skills, and also show a strong track record in phone based sales. Ideally you will have a fundamental knowledge of investment, pension and protection products. A salary of up to £24,000 basic is on offer with and excellent bonus structure where you will be directly rewarded for the sales you produce. An estimated OTE based on team performance is around £35,000p.a. but this completely uncapped. 18000.0000 Speciality: Sales & Business Development. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:06:17 +0100 http://www.workcircle.co.uk/click?j=145834745&from=feed http://www.workcircle.co.uk/click?j=145834745 Our whole of market independent advisory client focuses on private wealth management and corporate solutions. Since launch our client has grown into a leading advisory company based in Scotland. About the role Seeking a paraplanner to assist the current advisers and directors you will have experience of working in a regulated environment and will have knowledge of the Corporate Employee Benefit market. Responsibilities To work with the Associate Director to manage, develop and grow division Write reports including suitability letters Provide support to division in terms of research, planning and reporting To develop an effective working relationship with the Client Companies which are beneficial to both parties. To work closely and communicate effectively with the Associate Director and advisors to ensure clients receive an appropriate service in all their dealings with the company To work with Associate Director to ensure they are fully prepared for all client meetings and presentations. To follow up all communication in a professional and timely manner to ensure that the client relationship is maintained. To ensure that for any business submitted for processing the compliance and company paperwork is complete, that client identification has been obtained and that any processing instructions are clear. To communicate effectively with colleagues, Providers and clients to ensure effective completion of any transaction. To assist colleagues in all duties necessary for the effective operation of the support and reporting team and for the smooth running of the company as a whole. To be successful in this role you will Hold relevant financial services qualifications, ideally to diploma level but working toward this will be considered Have Corporate / Employee Benefits administration experience Will work well under pressure, be able to multi task You will have good I.T. skills There is also an opportunity to develop your career as a trainee advisor although initially you will focus towards paraplaning. 0.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Tue, 14 May 2013 03:06:17 +0100