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Flexible Benefits Administrator - Farnborough - &pound;24,000

Sat, 18 May 2013 03:29:55 +0100

Clark James Financial Services Recruitment are working with an established Employee Benefits Consultancy based in Hampshire who are seeking a Flexible Benefits Administrator to provide effective administrative support in the running of the Flexible Benefits Schemes. Key Skills Be the first point of contact for client enquiries as they arise Processing new scheme and new entrants to the flex benefit schemes Import client data, liaising with client and Online Benefits team to resolve any anomalies that arise Running, checking and issuing payroll and benefit provider reports according to agreed monthly processing timetables Develop and maintain a constructive and professional relationship with clients and providers at all levels Prepare reports and proposals as requested by Sales Consultants Periodically attend client meetings with members of the sales team Undertake ad hoc project work/special assignments where required Be prepared to work outside contracted hours if workloads business requirements necessitate Key Requirements A good understanding of Flexible Benefits products Excellent IT skills, especially Excel, and ideally experience of using Staffcare Excellent manner and proficient use of telephonic communication High Standards of literacy and numeracy Well developed communication skills Highly organised with the ability to prioritise workloads and work under pressure Ability to analyse data Good aptitude for problem solving Salary Up to £24,000 (Depending on experience and Professional qualifications) Pension Life Cover Income Protection Private Healthcare 19000.0000 Speciality: Employee Benefits. Location: Farnborough, Hampshire

Retirement Solutions Consultant - Hampshire

Sat, 18 May 2013 03:29:49 +0100

An excellent opportunity for a Trainee Retirement Solutions Consultant has arisen within a successful Financial Services firm in Farnborough. The role will be training towards providing compliant accurate advice on Pension Maturities in line with internal standards and procedures including achieving QCF Level 4 status and working through a training plan to achieve competency. Main Duties: Review of client’s pensions to advise on the best maturity options Analysis to take account of Annuity rates and other retirement options, Client’s individual circumstances, health requirements and financial position and existing policy options and restrictions To keep up-to-date with all annuity terms, legislation and regulatory changes and to be able to provide appropriate and accurate advice Keeping and maintaining accurate records and files for individual clients to provide a thorough compliance audit trail To submit high quality new business to annuity administration team and support annuity administration team when required Deal with client affairs with integrity and efficiency To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards Requirements: CII Certificate in Financial Planning or CII Financial Planning Certificate (or equivalent) - Essential Progressing towards achieving QCF Level 4 status Experience of pension advice to Individual clients within Paraplanner or Consultant role. Experience in financial services preferably in an IFA firm Pension Maturity Knowledge, including annuity options, income drawdown and phased drawdown Knowledge of MS windows based programmes, Word Excel Strong Communication skills Verbal, Non Verbal and Written Strong people management Strong Time Management and Negotiation skills Strong application of Technical skill in regulated planning Confident in talking to clients, Insurance companies, third parties and colleagues A high level of organisational and time management skills Ability to use own initiative whilst working within a team structure Computer literate Sales and negotiation skills Ability to cold call prospects, if required Ability to work under pressure and meet sales targets Ability to work both on an individual and team basis If you would like to apply for this vacancy, please contact Robert Pender 20000.0000 Speciality: Pensions. Location: Farnborough, Hampshire

Mortgage Advisor - Basingstoke, Hampshire

Sat, 18 May 2013 03:02:28 +0100

Organisation Description My client is a successful Mortgage and Property sales firm. The company’s aim is to provide the best and most impartial advice available. Due to business growth my client is looking for a fully CeMap qualified (or equivalent) successful Mortgage Advisor to join their sales team. Job Description You will be based within the companies flagshipBasingstoke, Hampshireoffice. As an employed Mortgage and Protection Advisor you will be provided with a large number of qualified client leads/appointments every month by the company, generated through their strong business relationships within the market place, their sales team who are targeted to refer leads and the firms large existing client base. The successful candidate must be professional, a strong communicator, sales/money focused and competent at dealing with all enquiries. You will be, Currently in a direct mortgage sales position or have previous experience within this role. A team player. A Sales focused, top achiever with a high level of mortgage market awareness. Dedicated to giving good customer service. A very motivated individual. Person Specification You will receive a competitive starting basic salary of circa £24,000 plus car allowance and an excellent, realistic, un-capped commission scheme. Additional initial salary guarantee’s are also available for strong sales performing candidates. Apply on-line or if you would like more information on this role, or any role within the mortgage market please contact Andrew Brown on 0845 460 4770 or e-mail andrew.brown@reedglobal.com (attaching your CV). Reed Specialist Recruitment Limited is an employment agency and employment business 24000.0000 Speciality: Mortgage Advisor. Location: Basingstoke, Hampshire

Mortgage Advisor - Basingstoke, Hampshire

Sat, 18 May 2013 03:02:28 +0100

Mortgage Advisor - Basingstoke, Hampshire

Sat, 18 May 2013 03:02:28 +0100

Corporate Tax Manager Accountancy Firm

Sat, 18 May 2013 02:42:55 +0100

Corporate Tax Manager (Accountancy Firm) Our client is one of the UK top 25 independent accountancy firms in the South East region, employing 350 people across six offices in London Surrey and Hampshire. Their tax team brings together specialists in all the major tax disciplines to provide tax advisory service to client base consisting predominantly of owner managed businesses. Position: Corporate Tax Manager Location: Farnborough Salary: £Competitive, dependent on experience ROLE: As part of their strategy to develop their corporate client offering, an opportunity has now arisen for an experienced Corporate Tax Manager to join a Corporate Tax team in their Blackwater Valley office. As a Corporate Tax Manager, reporting to the Tax Partner, your role will be to provide a high quality advisory, compliance and tax planning services to a portfolio of clients. You will be responsible for managing successful delivery of tax projects, ensuring technical excellence and a commercial approach. You will also be expected to develop strong client relationships, delegate tasks and responsibilities within a team, supervise more junior staff and review their work. RESPONSIBILITIES: a) Control of the office corporation tax service, including reviewing tax computations and returns. b) Improving the systems for corporation tax compliance. c) Dealing with all correspondence and advice on client corporate tax matters. d) Assisting Tax Partners with more complex enquiries and planning. e) Involvement in company investigation work. f) Maintaining regular communication with all clients and related 3rd parties. g) Assistance with the development of corporation tax work throughout the firm. ESSENTIAL SKILLS / EXPERIENCE: a) Accounting qualification (ACA/ACCA) preferred. b) Ideally CTA qualified with solid post qualification experience in corporate tax. c) In-depth knowledge and understanding of the UK taxation requirements. d) Ability to manage a client portfolio on a commercial and pro-active basis. e) Ability to communicate effectively at all levels and provide excellent client care. f) Strong relationship building, networking and business development skills. g) Eligibility to work in the UK. You may have experience of the following: Corporate Tax Manager, Chartered Institute of Taxation, Accountant, ACA, ACCA, CTA, Chartered Tax Advisor, Taxation Consultant, Commercial Accountant, Chartered Accountants, Tax Manager, etc. This vacancy is being advertised by Easy Web Recruitment, the UK's leading Online Recruitment Agency. The services advertised by Easy Web Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of age, and we confirm that we will gladly accept applications from persons of any age for this role. 0.0000 Speciality: Loans - Other. Location: Farnborough, Hampshire

Audit Senior

Sun, 19 May 2013 02:43:17 +0100

The primary role of this Audit Senior is to provide audit services to a wide ranging portfolio of clients, including owner managed businesses. They will run audits across their portfolioand take full ownership of the client relationship. - The ideal candidate for this Audit Senior role will be a fully qualified accountant, or qualified by experience. - Crucially, they will have a proven track record of operating in a similar capacity. - They will have managed relationships with clients and handled audits ranging up to £30 million. Our client is an established firm of accountants operating in Christchurch. Competitive salary and benefits package. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13279411 Michael Page is a world leading recruitment consultancy. 27000.0000 Speciality: Other Financial Services. Location: Christchurch, Dorset

Paraplanning Opportunities

Fri, 17 May 2013 13:30:41 +0100

We have numerous opportunities in London, Surrey, Berkshire, Hampshire, etc for experienced Paraplanners to join respectable IFAs. Ideally you will need to have achieved your diploma or be well on the way to achieving it. Competitive salaries and benefits are on offer. Please email your CV or call to discuss in confidence. If you would like to apply for this vacancy, please contact Jackie Sewell 30000.0000 Speciality: Paraplanning. Location: Hampshire, South East England

Home Based IFA - Hampshire - All leads provided - &pound;30k - &pound;60k

Fri, 17 May 2013 13:30:13 +0100

Morris Jones Consulting Ref: F302614IBM Job Title: Home Based Independent Financial Adviser - Hampshire Salary: £30,000 - £60,000 realistic OTE Overview: An excellent opportunity has arisen for an experienced fully diploma qualified Financial Adviser to deal with leads generated via the IFA firm through various avenues. Main Duties: Our client currently generates 97% of the business generated via a reliable lead generation source where the clients are debt free savers. You will be required to contact the leads generated and offer advice on all areas of financial planning however the business split is geared towards Pension and Investment business, especially moving Pensions to Annuities. Our client has been trading for a short time but has already expanded the firm and is looking to add an additional 3 IFA’s in quarter 1 of 2013. Key Skills: Applications will only be considered from experienced Financial Services Sales Managers who hold the Diploma qualification and ideally CAS, there is no need to possess your own client base as the company will generate the leads for you however possessing your own clients or having introducers would be a distinct advantage. Summary: This is an excellent opportunity for an experienced IFA/Financial Adviser who is looking to join a RDR ready directly authorised IFA firm that offers qualified and quality leads to the home based adviser. Contact: Bryn McMillan Financial Services Specialist Morris Jones Consulting Independent Financial Advisor, IFA, Financial Planner, Competent Advisor Status, Diploma, RDR, Level 4, Bryn McMillan, Bryn McMillan Recruitment, Financial Services Recruitment, London, Morris Jones Consulting, Morris Jones Consulting Recruitment, Diploma, Financial Planning, Protection, Pensions, Savings, Investments, Annuities. 30000.0000 Speciality: Independent Financial Advisor. Location: Hampshire, South East England

Customer Service Administrator - &pound;150 per day

Sun, 19 May 2013 02:33:01 +0100

Customer Service Administrator - £150 per day Huntswood are currently recruiting individuals to work on a complaint handling worksteam for a large retail bank based in Andover. We are offering start dates in June and your contract will run for an initial period of 3 months, with a view to extend. An ideal candidate will have: Strong attention to detail The ability to use MS Word Excel The ability to work within a target driven environment To succeed in this role you will need to be reliable, organised and hard-working. In return this role offers the opportunity to gain some valuable work experience operating in a fast-paced Financial Services environment as well an excellent rate of pay. You will be working on a full time basis Monday to Friday. The working hours will be 6am 2pm or 2pm 10pm. Day shifts might also be available. Interviews will be taking place weekly at our head office in Reading, Berkshire. We look forward to receiving your application. 150.0000 Speciality: Other Financial Services. Location: Andover, Hampshire

Payroll Manager, &pound;45k - &pound;55k per year + up to 20 - Hampshire, UK

Fri, 10 May 2013 02:20:39 +0100

Role Purpose: Role PurposeTo lead, manage, coach and develop the Payroll team.To manage 6 key payroll areas (mainland B&Q, off shores, Kingfisher, Kits, expats and pensioners)and ensure that all payroll payments and deductions are accurate and are made on a timely basis.To maintain effective communication with all of our key customers and deliver an ...

B&Q Customer Insight Manager - Macro Analytics, &pound;60k - &pound;75k per month + Bens - Hampshire, UK

Fri, 17 May 2013 02:27:27 +0100

Responsible for managing analysis of customer data to create actionable insights into customer behaviours and engaging with the business to communicate this to improve decision making, drive profitable growth and support delivery of the B&Q objectives

Chief Executive, c&pound;75k package - Alton, Hampshire, UK

Fri, 10 May 2013 02:20:39 +0100

As Chief Executive, you'll lead a small, dedicated team and work with the Trustees to raise the profile and impact of the British Kidney Patient Association through engagement with strategic partners and effective growth.

Retail Logistics Network Optimisation Manager, &pound;60k - &pound;70k per year + benefits - Hampshire, UK

Sun, 03 Mar 2013 02:35:23 +0000

To ensure that the retail logistics network operates at an optimum level of efficiency and productivity whilst meeting the agreed needs of the retail customer and adhering to agreed budgets

To identify, plan and deliver major changes to the network that will achieve further optimisation in support of this goal Role Profile

To act as the guardian of inventory ...

Head of Shared Service Centre, 80k - 90k - Bournemouth & Luton Sites, UK

Wed, 03 Apr 2013 00:30:09 +0100

An exciting opportunity has arisen for an individual seeking a Head of Shared Services role.

Financial Advisors - Hampshire

Sat, 18 May 2013 03:04:58 +0100

Diploma Desk Based Financial Advisers required by a leading financial practice, based in Hampshire. A superb opportunity has arisen, with all your clients provided to you along with a very competitive benefits and bonus package. Main Duties: To provide profitable, effective and compliant independent financial planning advice to the clients legacy client bank. To identify and develop new business opportunities from existing clients, introducers and referrals and achieving agreed revenue targets To conduct in accordance with the FSA’s Statement of Principles and Code of Practice for Approved Persons. To promote and provide a comprehensive and compliant service to existing clients within the activities as defined and authorised by the client To act and deliver in accordance with the TCF principles at all times To provide cost efficient, effective and compliant independent/focused financial planning advice to legacy client bank and new clients. To identify and develop new business opportunities from existing clients, introducers and referrals to achieve agreed activity targets. To conduct yourself accordance with the FSA’s Statement of Principles and Code of Practice for Approved Persons To promote and provide a comprehensive and compliant service to new and existing clients within the activities as defined and authorised by the client If you feel you meet the criteria and would like to apply for this vacancy, please contact Robert Pender. 30000.0000 Speciality: Independent Financial Advisor. Location: Farnborough, Hampshire

Flexible Benefits Administrator

Fri, 17 May 2013 03:02:57 +0100

Flexible Benefits Administrator - Hampshire - Up to £28k package A great position for an experienced Flexible Benefits/Employee Benefits Administrator to join a leading consultancy based in Hampshire. The main focus of this exciting position is to provide office based support to the company's portfolio of Flexible Benefits clients in the day to day running of their flexible benefits schemes, experience in this field is required please. You will be the first point of contact for any queries and issues as they arise and you will be expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Key Duties Responsibilities: Ensure the smooth running of you assigned portfolio of clients Provide flexible benefits processing in an accurate and timely manner Running, checking and issuing payroll and benefit reports Independently respond to queries from both clients and insurers in a pro-active manner Prepare reports and proposals as requested by Sales Consultants Periodically attend client meetings Ensure that all client records (including both paper and electronic files) are accurate up to date Undertake ad hoc project work/special assignments where required To ensure that all duties and tasks are undertaken in a compliant manner Skills Required: Good working knowledge of Microsoft Office applications, essential Excel in order to produce high quality reports, proposals and manipulate data Industry knowledge desirable Excellent time management skills Ability to analyse data Happy to work support colleagues within a team environment Ability to assist with revenue maximisation by recognising potential leads Good standard of general education For more information please apply with your latest CV. 0.0000 Speciality: Loans - Other. Location: Hampshire, South East England

HNW Mortgage Broker - Hampshire / Wiltshire

Fri, 17 May 2013 03:02:53 +0100

HNW Mortgage Broker Hampshire / Wiltshire An exciting opportunity is available for an experience Mortgage Broker to work for one of London’s premier brokers. This is a self employed opportunity with an excellent earning potential. With warm leads provided, you will be confident at dealing with HNW clients providing independent mortgage and protection advice. Experienced required: Minimum 5 years mortgage broking experience. Ability to deal with HNW clients. CeMAP qualified or equivalent Well presented and professional manner. CeMAP, MAQ, Mortgage Adviser, Mortgage Consultant, Mortgage Broker, HNW, 15000.0000 Speciality: Mortgage Advisor. Location: Hampshire, South East England

HNW Mortgage Broker - Hampshire / Wiltshire

Fri, 17 May 2013 02:57:30 +0100

IFA - To &pound;30k Basic, &pound;75k OTE - Hampshire

Fri, 17 May 2013 02:41:10 +0100

Independent Financial Advisor Hampshire To £30,000 Basic, £75,000 OTE This is a fantastic opportunity to work within a practice that has been established for over 10 years and boasts over billion funds under management. My client will provide you with 4 to 5 appointments booked into you diary every week allowing you to reach the realistic OTE of £80,000. You must be impeccably well-presented, level 4 qualified and have a great track record of advising and exceeding expectations. Exciting career chances like this are rare and get snapped up quickly, you need to get in touch right now or you will miss this one. Call now quoting reference 9201. 25000.0000 Speciality: Independent Financial Advisor. Location: Hampshire, South East England

Paraplanner/Trainee IFA

Wed, 15 May 2013 02:54:57 +0100

Paraplanner/Trainee IFA - Salary £28,000 - £34,000 Pension Excellent Benefits Based: Hampshire We are searching for a Paraplanner to join our market leading Financial Services Client in Hampshire. Our Client are a leading firm of IFA's who provide advice to HNW individuals and SME's. You will be reviewing the suitability and quality of advice given to customers by consultants representing our Client. Key Responsibilities: Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Use research tools to ensure independent/whole of market/holistic advice is provided to the Client as requested by the Consultant Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants and other parties for additional information to support the recommendation for the Client Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards with regard to service standards and productivity Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Essential Skills and Experience: Several years experience within a Financial Services environment - specifically Paraplanning or in a Compliance / advisory role within an FSA regulated environment is essential Experience of paraplanning and file checking is essential Experience of working within an IFA firm is ideal Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Full certificate in Financial Planning is essential with a willingness to work towards FP Diploma preferable Willingness to work towards CII Diploma or equivalent and any Regulatory RDR qualification requirements Strong organisational skills with good IT skills are essential Excellent communication skills and high level of numeracy is essential This is an excellent opportunity to join a market leading Business and progress your career if you have Paraplanning experience. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Candidate Channel is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job. 28000.0000 Speciality: Paraplanning. Location: Hampshire, South East England

Paraplanner - Hampshire

Wed, 15 May 2013 02:54:57 +0100

An experienced Paraplanner is required for a Financial Services Organisation based in Hampshire. The Paraplanner will be responsible for: Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate. Liaise with consultants and other parts of the group plus third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities are performed in a timely and quality manner. To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice. Excellent planning and organisation skills will be required with the ability to analyse and document client needs clearly in a timely manner to meet agreed service levels to ensure that we are operating a commercial service plus meeting personal targets This is a fantastic opportunity for an experienced Paraplanner who has completed their Financial exams, looking to move forward to Diploma. 28000.0000 Speciality: Paraplanning. Location: Farnborough, Hampshire

Employed IFA role - Appointments made for you - Specialising within Occupational Pension Transfers

Tue, 14 May 2013 03:06:10 +0100

Organisation Description The role is conducting face to face Financial advice to review clients existing Pension, Investment and Protection needs. You will provide holistic whole of market financial planning advice to clients across the Hampshire patch with a bias towards Occupational Pension Transfers Job Description The role is going to be a high volume financial planning role with around 2/3 appointments per daywhich will be made for you by the very successful marketing team. Due to the volume of appointments it is thought this role will be more suited to someone from a bank based Financial Advisor role or an IFA usedused to conducting a high volume of appointments. A combination of the two would be perfect. You will be fully Diploma qualified with a good recent track record of success. The role will be predominantly home based and visiting client all around the Hampshire region. Person Specification The role will pay £35,000 basic salary plus weekly bonuses based on quantity and quarterly bonuses based on quality. Ote is thought to be £50,000 realistic in first year and £65k for 2nd year. Please only express your interest if you: Fully Diploma qualified Experienced and proven Financial advisor Preference would be an AF3 or G60 qualification but not completely essential Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Independent Financial Advisor. Location: Winchester, Hampshire

Employed/Self Employed Mortgage Advisers - North Hampshire

Tue, 14 May 2013 02:59:22 +0100

A highly respected, market leading award winning mortgage broker and estate agency is seeking fully CeMAP (or equivalent) qualified Mortgage Protection Advisers across the North Hampshire, Berkshire and Surrey areas , to work within their established network of estate agency offices. This excellent opportunity has arisen for this market leading Mortgage Broker as a result of aggressive dynamic growth plans for 2013. Working from the busy estate agent offices you will have access to a fantastic lead source with appointments and leads generated by the established sales teams in your respective office. The remuneration for the roles will be commensurate with experience, either employed or self employed along with what you can bring to the table however we anticipate that successful candidates will earn in the region of £40K pa once established. This newly appointed representative (AR) of the multi award winning number 1 estate agency financial services provider, Mortgage Advice Bureau (MAB), they have been trading since 1987 and have grown into a successful, multi-disciplinary property services group including sales, lettings, town planning, auctions, surveying, land development, commercial property, new homes and mortgage advice. They have arranged mortgage loans totalling around £250 million per annum, helping thousands of their customers buy a home of their own over the years all of this business being fully supported by a superb head office function, working tirelessly in the background! They are multi award winners with the prestigious Sunday Times Estate Agency of the Year Awards including recognition for Lettings, Financial Services, Estate Agency and Technology to name a few! Ideally you will be CeMAP or equivalent qualified, with at least 12 months or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful. This is an excellent opportunity for an experienced and ambitious Mortgage Adviser to join one of the region's best known estate agency businesses which offers excellent earnings potential and career progression. 20000.0000 Speciality: Mortgage Advisor. Location: Hampshire, South East England

Paraplanner - Hampshire

Tue, 14 May 2013 02:48:31 +0100

An exciting opportunity has arisen for a Paraplanner to join an established Wealth Management company based in Hampshire. This role would suit an experienced qualified Paraplanner who is looking to join a group where you could develop into an Adviser. The role will sit within the team of professional advisors who provide a wide variety of financial planning products and advice from wealth creation to asset protection for both high net-worth individuals and small to medium sized enterprises whilst organically growing their own business. They are focused on first class integrated and individual solutions for diverse and demanding professionals and private clients. The key aim is to wholly provide technical and administrative support to the Advisor and manage the process from the initial client signature to active policies and fees retained. You will be responsible for conducting product and fund research, client liaison and report production. You will provide vital support which includes technical research and analysis, client fact find case analysis and ongoing review, compliance related projects and the preparation of letters, reports and technical briefings. You would be expected to carry out research within the framework of agreed projects and would need to be able to work efficiently and to deadlines. The work can be pressurised and you would have many tasks on the go at any one time. Priorities and deadlines can often change - you need to be very flexible, adapt and manage your priorities yourself and not be phased by working at a fast pace. You may also be expected to handle day-to-day details like call answering, talking to clients, attending product update meetings in house and externally and would be expected to generally assist the firm in providing the clients with a highly personal, bespoke financial planning service. Gathering of information from clients and scheme trustees / managers to enable preparation of pensions and divorce and pension transfer analysis reports. This role will provide the successful candidate with a great career and ongoing development For further information then please contact Ella Fouchard 25000.0000 Speciality: Paraplanning. Location: Waterlooville, Hampshire

Independent Financial Adviser (IFA)

Sat, 18 May 2013 07:27:55 +0100

Exchange Street is currently working with an expanding regional practice as they look to recruit an additional IFA in Hampshire (office near Southampton). Offering an attractive bonus structure with low validation and 50% thereafter, this is an attractive proposition for experienced IFAs or banking advisers keen to step up. With established professional connections in the region along with a regular lead provider, the firm can help a proactive adviser who has some of their own clients the chance to move to the next level of earnings. With additional administration and paraplanning support, advisers can focus on working with clients and generating new business. The successful recruit must hold current competent adviser status and the Statement of Professional Standing. In return the company offers a fully employed salary package to £70,000 benefits bonus. With a flexible approach to adviser remuneration, self employed packages can also be offered if required. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor at Exchange Street. 35000.0000 Speciality: Independent Financial Advisor. Location: Southampton, Hampshire

Mortgage Protection Advisor

Sat, 18 May 2013 03:31:19 +0100

Manpower is excited to be representing an extremely successful mortgage and protection company based in Whitley, Hampshire. If you are an existing mortgage adviser with your full CeMap or equivalent qualification and are looking for a new challenge this would be the ideal position for you. Are you looking for a role where all of your leads are provided for you? ......This could be the role for you! With NO PROSPECTING involved? ...........This could be the ideal role for you! Are you looking for an uncapped commission package? ........ This could be the ideal role for you! This financially rewarding position is telephone based and you will be provided with full administrative support. £18,000 - £22,000 basic salary plus commission £30,000 OTE You will need to have a strong will to succeed and be keen to push towards targets and exceed goals. The candidate will need to have full CeMap or equivalent qualification Full CeMap or equivalent qualification Experience as a mortgage/protection adviser with a proven track record A good level of computer literacy The capability to work well individually and as part of a team Apply today without delay! 18000.0000 Speciality: Loans - Other. Location: Fareham, Hampshire

IFA Administrator

Sat, 18 May 2013 03:31:16 +0100

Position: IFA Administrator Location: Hampshire Salary: £18,000 - £25,000 This is a fantastic opportunity to be working for a well established Financial Planning company dealing with the Administration of clients financial portfolios. The successful person will have enough experience to be able to use a common sense approach to daily activities. Each client is looked after and dealt with in a unique bespoke way. The Administrator will take responsibly of the client and the needs they have. Duties and Requirements: Booking appointmentsArranging annual reviews and valuationsArranging the switching fundsHandling start to finish new businessUpdating the databaseAdvertising where needed Skills and Qualifications: A background in Financial ServicesExcellent presentation skillsA good knowledge of Pensions and InvestmentsA knowledge of Avelo is an advantageExcellent telephone manner and client facing skills Driven and motivated with an air of gravitas 18000.0000 Speciality: Sales Support. Location: Hampshire, South East England

Sales Consultant-Life Insurance

Sat, 18 May 2013 03:29:56 +0100

A leading financial services broker based in North Hampshire, due to continued growth are looking to add to its office based sales team. The role responsibilities involve contacting customers by telephone converting leads into policy sales. You will be expected to fact find, qualify and match life products to your customers needs closing he deal where appropriate. To be considered the ideal applicant will possess a sales background ideally within financial services and / or insurance preferably gained within a call centre. You will be self motivated, driven and proactive and happy to work to targets to achieve a very competitive OTE. In return you will be offered a very generous uncapped commission scheme with regular incentives, an environment that offers continued career development. If you feel this could be you we would like to hear from you. 18000.0000 Speciality: Life. Location: Aldershot, Hampshire

Sales Consultant-Life Insurance

Sat, 18 May 2013 03:29:56 +0100

Desk Based Financial Advisor

Sat, 18 May 2013 03:04:58 +0100

Diploma Desk Based Financial Advisers are required by a leading financial practice, based in Hampshire. A superb opportunity has arisen, with all your clients provided to you along with a very competitive benefits and bonus package Main Duties: To provide profitable, effective and compliant independent financial planning advice to the clients legacy client bank. To identify and develop new business opportunities from existing clients, introducers and referrals and achieving agreed revenue targets To conduct in accordance with the FSA’s Statement of Principles and Code of Practice for Approved Persons. To promote and provide a comprehensive and compliant service to existing clients within the activities as defined and authorised by the client To act and deliver in accordance with the TCF principles at all times To provide cost efficient, effective and compliant independent/focused financial planning advice to legacy client bank and new clients. To identify and develop new business opportunities from existing clients, introducers and referrals to achieve agreed activity targets. To conduct yourself accordance with the FSA’s Statement of Principles and Code of Practice for Approved Persons To promote and provide a comprehensive and compliant service to new and existing clients within the activities as defined and authorised by the client For further information please do not hesitate to contact me. If you would like to apply for this vacancy, please contact Robert Pender 35000.0000 Speciality: Independent Financial Advisor. Location: Farnborough, Hampshire

Mortgage Advisor - Basingstoke, Hampshire

Sat, 18 May 2013 03:02:12 +0100

Mortgage Advisor - Basingstoke, Hampshire

Sat, 18 May 2013 03:02:12 +0100

Paraplanner

Sat, 18 May 2013 02:59:13 +0100

PARAPLANNER An opportunity to work with a major UK Wealth Manager. We are looking for a Diploma qualified Paraplanner to work in a highly successful Principal Partner Practice of St. James’s Place Wealth Management. The Practice has been established for 20 years and we offer a comprehensive range of financial services, specialising in investments, pensions and estate planning. The successful applicant will be working solely for the Principal Partner, offering the full range of Paraplanning support. We require a highly organised person, who pays meticulous attention to detail, is pro-active in the support they provide and communicates clearly with those around them. You will be working as part of a small, tight-knit team so the ability to get on with others is essential. We work out of very pleasant offices in North Hampshire and offer a competitive salary and the opportunity to work with one of the most recognised names in Wealth Management. Salary will be commensurate with experience and ability but in the region of £25,000 - £35,000. 25000.0000 Speciality: Paraplanning. Location: Hartley Wintney, Hampshire

Group Risk Administrator - Farnborough. Up to &pound;21,000

Sat, 18 May 2013 02:59:08 +0100

Our client is an established Employee Benefits Consultancy based in Hampshire who are looking to recruit an experienced Group Risk Administrator to provide effective support to the Group Risk Consultants and the day to day running of client accounts. Key duties include: Be the first point of contact for all client and provider queries and issues as they arise and have the skills and knowledge to understand what actions are required to meet the expectations of all parties. As part of a team, assist and support other member of the Group Risk as and when required Ensure the smooth running of assigned Group Risk portfolio on a day to day basis Develop and maintain a constructive and professional relationship with clients and insurers at all levels Co-ordinate administration of Group Risk schemes including invoicing, membership data, claims data, communication materials and other associated queries Prepare Group Rick reports and proposals as requested by Consultants Resolve any identified discrepancies in provider documentation before sending to clients Periodically attend client and/or insurer meetings with members of the sales team Maintain client records and data in line with company’s systems and protocols Establish and maintain up to date knowledge of products and the marketplace, including study for Industry accredited examinations Key Skills Strong knowledge of Group Risk products including: Group Life, Group Income Protection, and Group Critical Illness Professional qualification - GR1 (Group Risk) desirable. Good working knowledge of Microsoft Office applications in order to produce high quality reports, proposals and information Excellent manner and proficient use of telephonic communication High Standards of literacy and numeracy Ability to work independently and proactively using own initiative Good organisational skills and ability to prioritise workloads Excellent time management skills Salary £18,000 - £21,000 Depending on level of Group Risk experience and knowledge 22 Days holiday Pension Life Cover Income Protection 18000.0000 Speciality: Employee Benefits. Location: Farnborough, Hampshire

Mortgage Advisor - Bank - Basingstoke, Hampshire

Sat, 18 May 2013 02:57:33 +0100

Organisation Description Are you a fully CeMap qualified (or equivalent) Mortgage Advisor, looking for a challenging new role? My client is a large national bank, who is a big player within the mortgage market. You will be based within a busybranch, as part of a team selling some of the most competitive mortgage and associated insurance products on the market. Job Description You will need: - A proven mortgage and protection sales background - To be fully CeMap qualified or equivalent - To be self motivated - To be a team player - To be able to manage your own diary High level training and development also provides the opportunity for the successful candidate’s career to progress further within the organisation Person Specification As a successful candidate you will be rewarded with a competitive basic salary circa £28,000 based upon your experience/sales track record. With a brilliant uncapped bonus scheme, a pension scheme, free shares and generous holiday entitlement. If you are fully CeMAP qualified or equivalent, with a proven sales record within the Mortgage Industry, then please apply online, or call Andrew Brown on 0845 460 4770 or e-mail andrew.brown@reedglobal.com attaching an updated copy of your CV Reed Specialist Recruitment Limited is an employment agency and employment business 28000.0000 Speciality: Mortgage Advisor. Location: Basingstoke, Hampshire

Mortgage Advisor - Bank - Alton, Hampshire

Sat, 18 May 2013 02:57:33 +0100

Pensions Administrator

Sat, 18 May 2013 02:42:59 +0100

Pensions Administrator - Hampshire - Up to £25,000 An excellent opportunity has arisen for a Pensions Administrator within a company that is uniquely placed and highly regarded in the financial services industry. The purpose of the role is to provide a full cradle to grave Defined Benefit Pensions Administration service to clients and customers in an accurate, efficient and timely manner. Candidates are required to have a proven successful career history in the administration of Defined Benefit Pension Schemes, with the ability to perform complex manual calculations. There is very good scope to progress with this company and talented individuals are rewarded accordingly with bonus and progression opportunities. To be successful you must have the following Experience in the administration of DB pensions schemes from cradle to grave. Up to date knowledge of current pensions legislation and framework. Third party pensions administration experience preferred, although strong all round experience within an in house pensions department, which is not purely process driven, will be considered. Ideally have or studying towards DPC/PMI or other relevant professional qualifications. To apply please send your latest CV. 0.0000 Speciality: Loans - Other. Location: Basingstoke, Hampshire

Financial Analyst

Sat, 18 May 2013 02:42:56 +0100

An exciting opportunity has arisen for an experienced Financial Analyst to join our client, a leading Financial Services organisation based in the Dorset Hampshire area. This position is to support the wider Finance Management Team and will be reporting to the Head of Finance. Key Responsibilities of the Financial Analyst will include: - Prepare and analyse month end reporting, budgets and forecasts for the group, identifying key assumptions and challenges. - Formalise the process and communicate with business leaders to ensure the plans are owned by the business - Provide financial and operational analysis and reporting for multiple business functions - Develop and drive through improvements to forecasting, reporting and other financial processes to gain better control and visibility of performance - Support the development of standard report and data definitions - Ad hoc duties The ideal Financial Analyst will possess the following attributes/skills - Strong academic background with a relevant Accountancy Qualification (ACA, ACCA, CIMA) - Proven experience of month end reporting, budgeting forecasting and variance analysis - Strong experience reporting to Senior Management, Stakeholders and Board Members - An analytical approach with excellent problem solving skills and an ability to be innovative - An ability to display a suitable balance between pragmatism and innovation in solving problems - Excellent personal motivation, and personal and team organisational and planning skills - Excellent listening, written and verbal communication and influencing skills - Strong team player with ability to take the lead where appropriate - Good commercial awareness of the insurance industry and products with previous experience in Financial Services preferable If you are interested in the role of Financial Analyst please do not hesitate to apply today. For further information about this role please contact the Albior team directly on or visit . 35000.0000 Speciality: Loans - Other. Location: Hampshire, South East England

Tax Senior / Accountant ATT / Study towards CTA

Sat, 18 May 2013 02:42:54 +0100

Tax Senior / Accountant (ATT / Study towards CTA) Our client is one of the UK top 25 independent accountancy firms in the South East region, employing 350 people across six offices in London, Surrey and Hampshire. Their tax team brings together specialists in all the major tax disciplines to provide tax advisory service to client base consisting predominantly of owner managed businesses. Position: Personal Tax Senior Location: Farnborough Salary: £Competitive, dependent on experience ROLE: An opportunity has now arisen for a Tax Senior / Accountant to join a busy Tax team in the Blackwater Valley office based in Farnborough. RESPONSIBILITIES: a) Work as part of the Private Client Tax team to effectively and efficiently manage a portfolio of clients. b) Managing compliance requirements and advising on a variety of personal tax matters, whilst identifying opportunities to develop the existing client base. c) Regular direct contact with clients and will suit a candidate comfortable working in a client facing role. d) You will be encouraged to use your initiative to develop your portfolio, with the opportunity to progress your career and continue with your professional studies (full study support for CTA is available). e) Managing your allocated client portfolio to include planning, execution of the work, drafting of correspondence and billing. f) Preparation of personal tax returns and P11D's. g) Assisting with enquiries and investigations into income tax, CGT, IHT and other tax matters. h) Involvement in any Revenue enquiry matters. i) Maintaining regular communication with all clients and related 3rd parties. j) Any other ad hoc duties that may be required. ESSENTIAL SKILLS / EXPERIENCE: a) ATT qualified. b) CTA qualification is desirable, although those actively studying or wishing to study CTA will be considered. c) Relevant practical experience in Private Client/Personal Tax. d) High level of technical tax expertise. e) Ability to communicate effectively at all levels and provide excellent client care. f) Eligibility to work in the UK. You may have experience of the following: Tax Senior, Accountant, Private Client Tax, Accountancy, ACA, ACCA, Mixed Tax, CIMA, Accounts Assistant, Personal Tax Senior, Junior Accountant, Personal Tax, Finance Assistant, Tax Compliance and Advisory, Financial Accountant, Tax Associate, ATT, CTA, Audit Senior, Tax Consultant, Qualified Accountant, Association of Tax Technicians, Part Qualified Accountant , Chartered Tax Adviser etc. This vacancy is being advertised by Easy Web Recruitment, the UK's leading Online Recruitment Agency. The services advertised by Easy Web Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of age, and we confirm that we will gladly accept applications from persons of any age for this role. 0.0000 Speciality: Loans - Other. Location: Farnborough, Hampshire

Sales Executive

Fri, 17 May 2013 03:02:58 +0100

Through significant organic growth Michael Page Finance and Page Personnel Finance are looking to increase their Consultant and Manager resources across Hampshire and Dorset, based from their Southampton office. This Sales Executive role will have responsibility for managing a portfolio of clients, establishing new business through networking and active business development while developing a local market knowledge and specialist knowledge of your sector. More specifically, the role will involve: - Identify, develop and manage client business/relationships in a competitive environment, working with global multinationals down to growing SME's. - Assess and respond to the needs of each particular client or assignment and advise on suitable methods to ensure timely delivery. - Significant networking to attract new business. - Building relationships with clients. - Offer consultative advice on a range of products, demonstrating depth of knowledge and awareness of client requirements. - Managing the sales process from beginning to end. The ideal candidate for this Sales Executive role will demonstrate a background in sales, with a proven track record of target driven career success to date, with high aspirations for the future. Ideally, they should also be degree educated. Additionally, they will be expected to demonstrate that they: - Can develop both new and existing business. - Have first-class communication skills. - Are self motivated, adaptable and competitive. - Can sell a service rather than price displaying entrepreneurial spirit and determination - Change their style of delivery depending on the audience, tailoring their approach to each individual client. Michael Page continues to substantiate its position as a world-leading specialist recruitment consultancy. Growing entirely organically, rather than by mergers or acquisitions, we now have 164 offices in 34 countries worldwide. Michael Page operates across a number of white collar sectors including Finance, Legal, Sales, Marketing, HR, IT, Procurement, Supply Chain and Retail. - In the UK, we fund raised more than £90k for Macmillan Cancer Support. - For seven years, we have received industry recognition from The Sunday Times as one of the best companies to work for in Britain who gave us top scores for management, leadership and personal growth. - Our commitment to career development has made us one of a very few companies who can say that 87% of its directors and above have been promoted from within This role would be based at our Southampton office. Excellent basic quarterly bonus excellent career development potential Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13297369 Michael Page is a world leading recruitment consultancy. 23000.0000 Speciality: Sales & Business Development. Location: Southampton, Hampshire

Mortgage Advisor

Fri, 17 May 2013 03:02:49 +0100

Mortgage and Protection Advisor Location: Hampshire Salary: Self Employed OTE £30,000 - £45,000 An exciting opportunity for a Mortgage Advisor to join a well established Financial Planning Firm. This company, an expert in their field, are looking for an experienced Mortgage Advisor who would like to grow their business within an established surrounding Key Responsibilities Providing compliant sales service Management of client data Actively seeking opportunities to expand client base and further develop business Skills Full CeMAP or equivalent qualification Proven sales ability Ability to work both as a team and individually Previous experience as a Mortgage Advisor 30000.0000 Speciality: Mortgage Advisor. Location: Hampshire, South East England

Group Pensions Administrators - DC

Fri, 17 May 2013 03:02:49 +0100

Group Pensions Adminstrators - DC Schemes £20,000-£25,000 benefits. North Hampshire Expanding team, dealing with large corporate DC schemes. A great platform for on-going training for people who have already gained current/recent experience within Group Pensions DC scheme administration, who would like to expand their skills and experience further. The team deal with all aspects of benefit calculation work, scheme admin and correspondence for new scheme entrants, as well as transfers in and out, scheme leavers and retirements. Strong numerical skills and attention to detail is important, alongside a positive, can-do approach to client service. The team also deal with a portfolio of large complex Final Salary (DB) schemes, and so if you have not already had experience of DB schemes, this is a great opportunity to cross-train. Pensions professional study is fully supported. Excellent staff benefits package - flexible benefits. 20000.0000 Speciality: Pensions. Location: Hampshire, South East England

General Insurance and Protection Advisor

Fri, 17 May 2013 03:02:49 +0100

General Insurance and Protection Advisor Location: Hampshire Salary: Self Employed OTE £30,000 This is a great opportunity to be working for a well established IFA company with a known reputation for customer excellence. The successful candidate will be working on a self employed basis generating and contacting leads with the aim of assisting clients with general insurance products and protection, this will include Home Insurance, Life and Critical Illness, Mortgage Protection. The aim will be to provided excellent customer service, get repeat business and undercut prices of competitors Duties and Requirements: Making sales to customers Visiting clients and speaking with them over the telephone on a regular basis Following up on quotations Generating new leads Following up from previous business Completing compliance paperwork Skills and Qualifications: Ideally someone from a Financial Services background No financial services certificates needed however some would be an advantage Must have the drive to want to get down to business and succeed Comfortable with cold calling clients and customer care A customer services and sales background is needed 15000.0000 Speciality: Sales & Business Development. Location: Hampshire, South East England

Wealth Paraplanner

Thu, 16 May 2013 02:55:38 +0100

Organisation Description My Client, a Leading Wealth Planning Financial Advisory Service and a vey well respected Industry Professional, is actively looking to recruit a Paraplanner to join their successful business based in Hampshire. Working with the paraplanning Team, the role holder will currently be working within a Wealth HNW Paraplanning role and be able to hit the ground running very quickly. Reviewing private client fact finds and Client meeting notes, the applicatn will cover all aspects of the clients needs, drawing up recommendation letters and drafting proposals in terms of best practice for the clients needs. Job Description The main duties will be as follows: - Dealing with the review and quality check of client fact finds and ensuring information provided is correct, carrying out fund research and making recommendations - Analysing the whole of market in order to correspond with the correct advice for HNW Clients, constructing draft reports and preparing standard paragraphs - Co-ordinating the recommendation report to clients alongside the Sales consutlants - Updating the Company's back office system with pending new buiness so that this can be tracked - Liaising with consultants on a regular basis challenging areas wehre information is missing - Maintaing technical product knowledge Person Specification To be considered you must be able to demonstrate the following: - Strong HNW paraplanning exposure - Currently working for a HNW IFA Practice within a Paraplanning role - Diploma or equivalent qualified In return, our client offers an excellent salary and benefits pacakge, commensurate with your exposure. Reed Specialist Recruitment Limited is an employment agency and employment business 0.0000 Speciality: Paraplanning. Location: Farnborough, Hampshire

Wealth Paraplanner

Thu, 16 May 2013 02:55:38 +0100

Campaign Management - Financial Services

Thu, 16 May 2013 02:55:31 +0100

Campaign Management - Financial Services - Salary £20,000 Pension Excellent Benefits Based: Hampshire O ur client is a leading Financial Services provider who is looking for an experienced Marketing Assistant to join their growing team. As the marketing assistant you will be specifically handling our Client's direct mail campaigns and handling the information gained from these campaigns. Candidate Skills and Experience: Candidates must have knowledge of the Financial Services industry and FSA regulations Minimum 12 months experience of delivering marketing campaigns, specifically email marketing and mail merging via excel Must have experience of data analysis / Management Information (MI) reporting Previous experience of working with Contact databases Highly numerate and well organised with a good attention to detail Excellent Microsoft Office skills with strong emphasis on Microsoft Excel and Microsoft Word Strong administrative and communication skills are essential Key Responsibilities: Delivery of marketing campaigns, setting call tasks and entering onto the Back Office System Production on accurate Management Information for Clients and Prospects Produce high quality leads and Client/Prospect appointments for advisers through marketing campaigns Ensure that all marketing campaigns comply with FSA standards This is an excellent opportunity to join a market leading Financial Services provider and progress your career in Marketing . Candidate Channel is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job. 20000.0000 Speciality: Other Financial Services. Location: Hampshire, South East England

Wealth Paraplanner

Thu, 16 May 2013 02:55:30 +0100

Wealth Paraplanner

Thu, 16 May 2013 02:55:30 +0100

Sales Manager

Thu, 16 May 2013 02:47:20 +0100

Sales Manager Based: Alton, Hampshire initially, then Walton on Thames Salary: £30,000-35000 OTE £65,000 (uncapped) after 3 months Our Client is an FSA regulated protection brokerage offering a range of non-investment life insurance products to a wide and varied customer base. They are a brand new venture built on a wealth of business and management experience, an existing logistical and support structure in place and with a significant investment plan supporting it. The role of the sales manager is to effectively manage a team of telesales consultants, ensuring strict KPIs and processes are followed to deliver outstanding sales results to the business, including a solid compliance record. The successful candidate will man the phones for the first 3 months to achieve perfect product orientation and the ability to train and lead their team. Duties and Responsibilities: Managing a team of telesales consultants to deliver an outstanding sales result daily Setting and achieving performance targets for sales, efficiency and quality Reporting business critical sales data to the management team on a daily, weekly and monthly basis Developing sales team members in line with their personal development plans and performance reviews - utilising call back sessions, internal training and one to one sessions Creating and running relevant incentive programmes to maintain high motivation and target achievement within the telesales team Ensuring full adherence to regulatory requirements Learning, retaining and coaching sales staff on detailed product knowledge Presenting new products and process to staff in a positive light and ensuring all telesales staff are fully trained on these amendments Essential Attributes Significant experience of managing a B2C telesales team of 15, ideally within the financial services industry Solid understanding of performance management and sales management techniques IT Literate with a good working knowledge of MS Word and Excel The ideal person will be passionate about sales with the ability to inspire, motivate and develop mixed ability sales teams to produce a consistently high result. In return our Client can offer a generous uncapped commission scheme, regular incentives, unlimited career development and progression. PENDRY SELECTION SERVICES, the Financial Services Recruiters are handling this vacancy. If you have the right experience and can travel freely between Alton and Walton on Thames for an introductory period, contact us right away by telephone or email us your cv. Shortlisted Applicants will be contacted within 24 hours. 35000.0000 Speciality: Sales & Business Development. Location: Alton, Hampshire

Collections Associate - Nth Hampshire

Thu, 16 May 2013 02:47:18 +0100

Do you enjoy working in a fun and exciting environment? This job is ideal for those interested in the financial sector, who enjoy working in a vibrant call centre environment and who want to receive training to better their current skill set and enhance their opportunities for career development. My client, a market leader, is looking for Collections Associates to join their lively call centre team. Benefits include excellent training and development opportunities and the potential to increase your earnings through a great bonus structure. Role will involve: Use of Dialler to maximise call potential Ensuring database records are maintained updated following each telephone call Outbound call management The Collections Associates' Skills experience will include: Previous office experience 1 to 2yrs in a customer focussed role Computer literate Basic Numeracy Outbound calling experience preferred Experience of credit control and/or collections preferred Competencies: Confidence Excellent communication skills and telephone manner Attention to detail Resilience and tenacity Results orientated This position does involve shift work. This is a full time position of 35 hours per week with shift patterns to be negotiated, there will also 2 Saturdays per month as well. This is a fantastic opportunity, if you are interested or would like more details please contact us now Due to the large number of applications we can only respond to applicants who meet our client's criteria. If you have not had a response to your application within 2 weeks your application has been unsuccessful. 15000.0000 Speciality: Collections. Location: Church Crookham, Hampshire

Final Salary Pensions Administrator

Thu, 16 May 2013 02:18:56 +0100

Organisation Description My client a leading Pensions and Actuarial company based in Hampshire, is actively looking to recruit a Defined Benefit, Pensions Administrator to join their successful Team. From a strong Final Salary background, the successful applicant will have a good understanding of dealing with Final Salary Pension Administration and ManualCalculations. Job Description The main purpose of the role will be to carry out processing withinDefined Benefit Pensions as follows: - Transfers In - Transfers Out - Death Claims - Manual Calculations Person Specification To be considered you must be able to demonstrate the following: - Previous exposure within a Defined Benefits Pensions Administration Role - Currently or previously worked within a Third Party Admin role within Final Salary pensions - Preferably working towards QPA qualification or equivalent Reed Specialist Recruitment Limited is an employment agency and employment business 25000.0000 Speciality: Pensions. Location: Basingstoke, Hampshire

Final Salary Pensions Administrator

Thu, 16 May 2013 02:18:56 +0100

Employed IFA - Home Based - Appointments made for you

Wed, 15 May 2013 06:56:48 +0100

Organisation Description The role is conducting face to face Financial advice to review clients existing Pension arrangements. You will provide holistic whole of market financial planning advice to review the pension and other potential needs that arise from the review including Savings, Investments and protection. Job Description The role is going to be a high volume financial planning role with around 2/3 appointments per daywhich will be made for you by the very successful marketing team. Due to the volume of appointments it is thought this role will be more suited to someone from a bank based Financial Advisor role or someone used to conducting a high volume of appointments. You will be fully Diploma qualified with a good recent track record of success. The role will be predominantly home based and visiting client all around the Hampshire region. Person Specification The role will pay £35,000 basic salary plus weekly bonuses based on quantity and quarterly bonuses based on quality. Ote is thought to be £50,000 realistic in first year and £65k for 2nd year. Please only express your interest if you: Fully Diploma qualified Experienced and proven Financial advisor Able to interview on Tues or Wed 26th and 27th February in Swindon Able to start April 22nd. Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Retail Financial Advisor. Location: Winchester, Hampshire

Employed IFA - Home Based - Appointments made for you

Wed, 15 May 2013 06:56:48 +0100

Organisation Description The role is conducting face to face Financial advice to review clients existing Pension arrangements. You will provide holistic whole of market financial planning advice to review the pension and other potential needs that arise from the review including Savings, Investments and protection. The patch will cover down from Newbury as far East as Petersfield, as far West as Salisbury anddown as far as Southampton and Portsmouth Job Description The role is going to be a high volume financial planning role with around 2/3 appointments per daywhich will be made for you by the very successful marketing team. Due to the volume of appointments it is thought this role will be more suited to someone from a bank based Financial Advisor role or someone used to conducting a high volume of appointments. You will be fully Diploma qualified with a good recent track record of success. The role will be predominantly home based and visiting client all around the hampshire region. Person Specification The role will pay £35,000 basic salary plus weekly bonuses based on quantity and quarterly bonuses based on quality. Ote is thought to be £50,000 realistic in first year and £65k for 2nd year. Please only express your interest if you: Fully Diploma qualified Experienced and proven Financial advisor Able to interview on W/b 11th March Able to start April 22nd. Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Bancassurance. Location: Winchester, Hampshire

Employed IFA - Home Based - Appointments made for you

Wed, 15 May 2013 06:56:47 +0100

Organisation Description The role is conducting face to face Financial advice to review clients existing Pension, Investment and Protectionarrangements. You will provide holistic whole of market financial planning advice to review the pension and other potential needs that arise from the review including Savings, Investments and protection. Job Description The role is going to be a high volume financial planning role with around 2/3 appointments per daywhich will be made for you by the very successful marketing team. Due to the volume of appointments it is thought this role will be more suited to someone from a bank based Financial Advisor role or someone used to conducting a high volume of appointments. You will be fully Diploma qualified with a good recent track record of success. The role will be predominantly home based and visiting client all around the Hampshire region. Person Specification The role will pay £35,000 basic salary plus weekly bonuses based on quantity and quarterly bonuses based on quality. Ote is thought to be £50,000 realistic in first year and £65k for 2nd year. Please only express your interest if you: Fully Diploma qualified Experienced and proven Financial advisor Able to interview onWed/Thu 13th 14th March Able to start April 22nd. Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Bancassurance. Location: Winchester, Hampshire

Employed IFA - Home Based - Appointments made for you

Wed, 15 May 2013 06:56:47 +0100

Organisation Description The role is conducting face to face Financial advice to review clients existing Pension arrangements. You will provide holistic whole of market financial planning advice to review the pension and other potential needs that arise from the review including Savings, Investments and protection. Job Description The role is going to be a high volume financial planning role with around 2/3 appointments per daywhich will be made for you by the very successful marketing team. Due to the volume of appointments it is thought this role will be more suited to someone from a bank based Financial Advisor role or someone used to conducting a high volume of appointments. You will be fully Diploma qualified with a good recent track record of success. The role will be predominantly home based and visiting client all around the Hampshire region. Person Specification The role will pay £35,000 basic salary plus weekly bonuses based on quantity and quarterly bonuses based on quality. Ote is thought to be £50,000 realistic in first year and £65k for 2nd year. Please only express your interest if you: Fully Diploma qualified Experienced and proven Financial advisor Able to interview on Tues or Wed 26th and 27th February in Swindon Able to start April 22nd. Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Independent Financial Advisor. Location: Winchester, Hampshire

Paraplanner

Wed, 15 May 2013 02:55:03 +0100

A highly successful boutique Wealth Management practice currently have an opportunity for an enthusiastic Paraplanner to join and provide assistance to a high-net worth Financial Planning team in Hampshire. The successful applicant should be Diploma qualified with previous experience of working within an IFA environment. Candidates should also express energy and drive in order to make the most of this great opportunity to progress their career. You will be involved in producing comprehensive reports for clients and achieving new business targets through research and preparation of sales literature. Only applicants with previous or present active report writing/paraplanning skills and market qualifications will be considered for this role. 35000.0000 Speciality: Paraplanning. Location: Basingstoke, Hampshire

Senior Operations Analyst

Wed, 15 May 2013 02:55:02 +0100

Senior Operations Analyst - Basingstoke - circa £35,000 Within this role, you will be responsible for all aspects of operational oversight for the outsourced contracts. This includes regular engagement and attendance of meetings, trend analysis reporting, planning and conducting reviews and supporting internal audit and compliance teams. Key accountabilities: - Attend and take ownership at contractor meetings, manage rule breaches and demonstrate adherence to SLA's and quality performance - Support internal Audit and Compliance liaise during report writing process ensuring all recommendations are agreed and documented - Relationship management Improve processes, relationships, communications and contacts with other teams to minimise omissions, overlaps and disputes - Provide locum support to the Operations Planning Analyst monthly review of KRI trends Related skills/experience needed: - Knowlege of Life and Pensions would be advantagous - Strong communication and negotiation skills - Knowledge of Compliance and regulatory rules and requirements Apply to 1-1 Recruitment today!! 1-1 Recruitment is a leading provider of permanent, temporary and contract recruitment solutions in Hampshire, Surrey and Berkshire. Please Note: If you do not hear from a consultant within 5 days your application has been unsuccessful in this occasion 35000.0000 Speciality: Compliance. Location: Basingstoke, Hampshire

Mortgage Advisor- Amazing Opportunity

Wed, 15 May 2013 02:47:32 +0100

An exciting opportunity has arisen for a qualified mortgage advisor to join a thriving company, If you are experienced in mortgage sales and are looking to increase your earnings and work within a well established, successful team, this could be for you. A young and dynamic national mortgage brokerage working in niche markets whose clientele are cash rich individuals, are now looking for an experienced CeMAP qualified mortgage adviser. The Role You will be based in their modern offices in Whiteley, Hampshire providing whole of market mortgage and protection advice over the telephone. All qualified leads provided with full case management and administrative support taken care of via their in house admin team to leave you time to speak with clients. The Benefits Basic Salary £18,000 to £30,000 with £65,000 OTE Company Car Scheme Overseas Conventions Quarterly Incentives Leads Full Administration support Career progression opportunities The Person Fully CeMAP qualified with a strong track record in mortgage sales. Working - Monday to Friday 9am to 5.30pm (NO WEEKEND WORK) Excellent package, training and career opportunities on offer for the right individual. Applications will be accepted by those who have taken a break from the industry. 16500.0000 Speciality: Mortgage Advisor. Location: Fareham, Hampshire

Mortgage Advisor - Employed role

Wed, 15 May 2013 02:47:31 +0100

Are you an enthusiastic CeMap qualified Mortgage Adviser based in the South East of England? If so we want to hear from you. Our client is one of the UK s fastest growing mortgage brokerages. They are a young and dynamic national mortgage brokerage working in niche markets whose clientele are cash rich individuals and they are constantly on the lookout for experienced CeMap qualified mortgage advisers. The Role You will be based in their modern office in Whiteley, Hampshire providing whole of market mortgage and protection advice over the telephone. All qualified leads provided with full case management and administrative support taken care of via their in house admin team to leave you time to speak with clients. The Benefits Basic Salary £20,000 to £50,000 bonus Leads Provided Full Administration support Excellent package, training and career opportunities on offer for the right individual. Applications will be accepted by those who have taken a break from the industry. Mortgage Advisor / Mortgage Adviser / Mortgage Consultant / Mortgage Broker 20000.0000 Speciality: Mortgage Advisor. Location: Fareham, Hampshire

IFA Sales Support

Wed, 15 May 2013 02:46:31 +0100

Ref: 1358 Sales Support Administrator Hampshire £22-£25,000 Opportunity: This is a busy, varied and responsible support role. Environment: A well established and successful IFA with a fantastic client service ethic Responsibilities: The successful candidate will be working in a team undertaking all aspects of support to advisers and technical paraplanners except report writing. This includes organising letters of authority, preparing for client reviews for meetings ie valuations, documentation reviews, reconciling fees, obtaining quotes, submitting new business and instigating processes using Avelo. Essential: Experience of working in an IFA environment, ability to work within defined business processes, prioritise and plan a busy work load. Desired: Experience of Avelo would be advantageous, Progress with CFP would be beneficial but not essential. Experience of platforms beneficial. 20000.0000 Speciality: Paraplanning. Location: Hampshire, South East England

Mortgage Advisor- Self Employed- Great Leads!

Wed, 15 May 2013 02:46:31 +0100

An exciting opportunity has arisen for a qualified mortgage advisor to join a thriving company, If you are experienced in mortgage sales and are looking to increase your earnings and work within a well established, successful team, this could be for you. The Role You will be based in their modern offices in Alresford, Hampshire providing whole of market mortgage and protection advice over the telephone. All qualified leads provided with full case management and administrative support taken care of via their in house admin team. The Benefits Self Employed- Great Commission structure Travel Expenses Paid Excellent Leads Full Administration support Career progression opportunities The Person Fully CeMAP qualified with a strong track record in mortgage sales. Working - Monday to Friday 9am to 5.30pm (NO WEEKEND WORK) Excellent package, training and career opportunities on offer for the right individual. 16500.0000 Speciality: Mortgage Advisor. Location: Alresford, Hampshire

Mortgage Advisor - Employed - Leads Provided - HNW clients

Tue, 14 May 2013 03:06:17 +0100

Due to growth, our client, a leading Mortgage Brokerage in Hampshire, has opportunities for CeMAP qualified advisors to join them. They are a wholly telephone based operation, dealing exclusively with High Net Worth clients. Qualified leads are provided with full case management support from expert case handlers, enabling you, as the Mortgage Adviser, to dedicate your time to maximising opportunities with clients over the phone. If you are a highly motivated, enthusiastic team player, this is a great opportunity to progress your career and achieve high earnings levels. Hours of work are Monday - Friday, 9.00 - 5.30, with one evening shift per week until 7.00pm. NO WEEKEND WORK! There is an excellent remuneration scheme on offer, which includes a competitive basic salary of between £18,000-£20,000 pa, plus bonus and car incentive scheme. Realistic first year OTE is £30-35,000 increasing to £60,000 from year two. In order to be considered, full CeMAP qualification (or equivalent) is ESSENTIAL. Excellent training and development will be provided for successful candidates. Apply now or call us on 078 867 80699 20000.0000 Speciality: Mortgage Advisor. Location: Whiteley, Hampshire

FINANCIAL ADVISOR HAMPSHIRE plenty of clients and leads

Tue, 14 May 2013 03:06:14 +0100

Our client has a very successful group of companies with some 130 staff members. For a fully qualified financial advisor this is a really good role. Full telesales operation generating leads. Plenty of pension transfer business. Client bank. Great team spirit. Excellent earnings. Full support from a national firm. THERE ARE OPPORTUNITIES NATIONALLY, firm is based in Whitely. 0.0000 Speciality: Independent Financial Advisor. Location: Southampton, Hampshire

Reporting Analyst

Tue, 14 May 2013 03:06:13 +0100

Job Description A leading Hampshire based business are looking for a reporting analyst to join the team on a 12 month FTC. Duties include: - Support the business in regards to the development of data / information management strategy. - Develop and enhance tools for MIreporting. - Reporting of financial and operational business trends. - Assisting in the reporting of reporting schedules in line with senior management. The ideal candidate will have: - Experience within reporting, preferably finance. - High level of ability on Excel, preferably to Macro level. - Preferably degree educated. Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Other Financial Services. Location: Basingstoke, Hampshire

Pensions Consultant - DC Consulting

Tue, 14 May 2013 03:05:52 +0100

A leading UK Pensions and Employee Benefits Consulting organisation are seeking a Senior DC Pensions Consultant to join them in their Hampshire offices. Looking after a portfolio of key clients, you will be leading relationships ensuring each aspect of your client requirements are handled as efficiently as possible. This organisation has recently enjoyed some substantial international client wins and offer solutions for the entirety of the UK market from SME Autoenrolment services to full employee benefits consulting and implementation for blue chip companies. Whilst your focus will be within the pensions sector, you will be required to work closely with other teams within the organisation, identifying and promoting opportunity for up and cross selling across every service line. Salary on offer is up to £65,000 with bonus and benefits on top, salary is flexible however depending on the individual. 45000.0000 Speciality: Consultancy. Location: Fleet, Hampshire

IFA - To &pound;30k Basic, &pound;70k OTE - Southampton

Tue, 14 May 2013 03:05:51 +0100

Independent Financial Adviser Southampton Basic To £30,000, OTE £70,000 My client is one of Hampshire's leading companies with over £200 million funds under management and a turnover that has nearly doubled in the last 5 years. This rapidly growing business has approximately 30 professional introducers assisting you with lead generation and long-term shareholder options for the successful applicant. There is also the opportunity for you to become a shareholder of the business and also achieve director status. You must be impeccably presented, be level 4 qualified and have a great track record. Reference: 9203 25000.0000 Speciality: Independent Financial Advisor. Location: Southampton, Hampshire

Mortgage Consultant

Tue, 14 May 2013 03:05:51 +0100

Countrywide Mortgage Services are looking for experienced Mortgage Consultants to work in South West London, Surrey and Hampshire. If you are enthusiastic, tenacious and driven with a proven track record, we have positions that offer uncapped and unrivalled earnings with a realistic O.T.E. of £60k to £80K. 20000.0000 Speciality: Mortgage Advisor. Location: Basingstoke, Hampshire

Junior Consultant Employee Benefits

Tue, 14 May 2013 03:05:42 +0100

An award-winning reward and benefits solutions provider is searching for a talented Junior Employee Benefits Consultant to join its ever-expanding team based in Hampshire. The Junior Consultant's role will be to deliver a reward solution for clients from start to finish and be the primary point of contact. The Junior Consultant will be the key person responsible for this and would cover the whole project from design through implementation. Key duties will include : Adhere to and own parts of the Project Management Plan: plans, project initiation document, maintaining actions/issues/risk logs, CRs. To understand and be able to advise on benefit options available within flexible benefits, positives and issues involved in benefits. To understand tax and National Insurance rules Write scheme designs for client schemes for Flexible Benefits, Voluntary Benefits, TRS, and Pension salary sacrifice Write the following documents for a scheme:- Data Interface, Payroll Interface, Report Spec Work with the client to develop a reward brand. Production of clear and succinct communications for employees (online and offline). Assist in the handover process to the Administration and System teams to ensure understanding of the scheme across the company. Support other teams with regards to interpretation and implementation of scheme design. Feed into and have view on configuration of system implementation and integration Candidate Essentials : - Educated to degree level - Have an in-depth knowledge of Flexible Benefits, Voluntary Benefits, Salary Sacrifice, Total Reward Statements Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the TC's, Privacy Policy and Disclaimers which can be found at 25000.0000 Speciality: Consultancy. Location: Hampshire, South East England

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Tue, 14 May 2013 03:05:41 +0100

Mortgage Adviser, Hampshire ,Competitive Basic Salary, OTE £60K This is an employed role working from home visiting clients in their homes. You will be giving Mortgage and Protection advice and will have Whole of Market products for both Mortgage and Life when giving your advice. You will be expected to meet performance related targets. Qualified leads will be put in your diary with Head Office support with the processing of cases through to completion. A company Iphone and laptop will be provided. Full CeMap would be needed to carry out this role. Please contact John Keane at Search Consultancy on tel or email 0.0000 Speciality: Loans - Other. Location: Hampshire, South East England

Training Coordinator & Data Analyst 7mth Fixed Term Contract

Tue, 14 May 2013 03:05:31 +0100

Johnson Controls is a global diversified technology and industrial leader serving customers in more than 150 countries. Our 162,000 employees create quality products, services and solutions to optimize energy and operational efficiencies of buildings lead-acid automotive batteries and advanced batteries for hybrid and electric vehicles and interior systems for automobiles. Our commitment to sustainability dates back to our roots in 1885, with the invention of the first electric room thermostat. Through our growth strategies and by increasing market share we are committed to delivering value to shareholders and making our customers successful. In 2011, Corporate Responsibility Magazine recognized Johnson Controls as the 1 company in its annual 100 Best Corporate Citizens list. For additional information, please visit (EEO/AA Employer) PART TIME Training Coordinator Data Analyst (with advanced excel skills) 7 month Fixed TermContract Are you interested in playing a key role in the growth and success of a large global organisation through the training and development of its employees? At Johnson Controls we are passionate about the development of our people and we now need a new member to join our central Learning and Development team in our modern contemporary offices in Aldershot Hampshire. The role is to support and shape our current and future training offering by scheduling programmes, on-boarding and welcoming delegates, dealing with training suppliers and gathering, maintaining and analysing critical data that tells us what our employee development needs will be long into the future. If you like the idea of dealing with today whilst shaping our organisation for tomorrow you have good interpersonal skills, are an experienced administrator with excellent excel skills and enjoy spending a large portion of your time working with data, this could be the role for you. Key activities : Learning and development administration Meeting and greeting delegates attending training courses Gathering and consolidating data, data interrogation and reporting - advanced Excel skills required Updating data and maintaining data accuracy Key skills and experience: Good business English skills, verbal and written. Proficiency in Word, PowerPoint, and email Advanced MS Excel skills including V-Lookup, Pivot Tables and reporting Some experience of databases or HR systems would be an advantage The successful candidate may be working currently within HR, HRIS, Learning and Development (LD), Training and Development (TD), Administration, Administrator, Coordinator, Data Analyst, Project Management, Project Support, EHS, finance, bookkeeping This is a part time role with set hours: Either08.00 to 12.00 Monday-Friday Or08.00 to 2.00 Monday-Thursday Ref Number: 095878 Benefits: We offer a competitive salary and comprehensive benefits together with genuine opportunities for you to develop your skills and build on your career. Our employees enjoy working in an environment that offers great advancement opportunities, including award winning training programmes, great benefits such as pension, healthcare, health insurance and much more. Johnson Controls is committed to equal opportunities . 0.0000 Speciality: Other Financial Services. Location: Aldershot, Hampshire

Paraplanner

Tue, 14 May 2013 03:04:48 +0100

Our clients are a long established, small Niche HNW IFA with large private client base whom are predominantly based in Hampshire. An opportunity has arisen for a paraplanner to join the existing support team.. The role will be to provide full technical support including research and report writing to the IFA’s of the business as part of the paraplanning team. Candidates must have full Certified Financial Planning Certificate or equivalent. Ideal candidates with be diploma level 4. This is an excellent opportunity to join well established IFA. - Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. 25000.0000 Speciality: Paraplanning. Location: Hampshire, South East England

Paraplanner

Tue, 14 May 2013 02:48:32 +0100

A well established Independent Financial Advisors near Fleet, Hampshire is seeking a Paraplanner. The role will involve supporting advisors who deals with Life, Pensions and Investment on behalf HNW clients. You will provide proactive sales support, assisting with client letters / proposals, running reports and research documentation. The ideal candidate will have: Diploma Qualified or studying for diploma 3 years minimum IFA industry experience Good general knowledge of all investment, life and pensions products and legislation For further details regarding these roles or any other roles, please apply today. Anthony Alexandra specialises in Financial Services and Insurance recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercial and Personal Lines markets. With a proven track record and established Permanent, Temporary and Contract divisions. Thank you for showing your interest in Anthony Alexandra, if this role does not suit you, please call us for our updated vacancy list. Apply with the strictest of confidence to Anthony Alexandra. Follow us on: Twitter: @AA_Recruits_4U Facebook: anthonyalexandrarecruitment LinkedIn: anthony-alexandra-recruitment 26000.0000 Speciality: Paraplanning. Location: Fleet, Hampshire

IFA Sales Support Administrator

Tue, 14 May 2013 02:48:31 +0100

Our client, A successful IFA in near Fleet, Hampshire is seeking an IFA Administrator to join their team. The role will be supporting paraplanners and advisors including updating their back office system, new business processing, communicating with providers for information, chasing new business to completion, fee reconciliation and compiling letters to both clients and providers. The ideal candidate will have: At least 12 months IFA experience Strong knowledge of pensions, protection and investments Minimum CF/FPC qualified Working towards level 4 exams would be beneficial This opportunity offers significant earning potential and the ability to excel and progress within an organisation committed to success. For further details regarding this role please apply today. Anthony Alexandra specializes in Financial Services and Insurance recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercial and Personal Lines markets. With a proven track record and established Permanent, Temporary and Contract divisions. Thank you for showing your interest in Anthony Alexandra, if this role does not suit you, please give us a call for our updated vacancies. Apply with the strictest of confidence to Anthony Alexandra. Follow us on: Twitter: @AA_Recruits_4U Facebook: anthonyalexandrarecruitment LinkedIn: anthony-alexandra-recruitment 16000.0000 Speciality: Sales Support. Location: Fleet, Hampshire

Compliance Monitoring Analyst

Tue, 14 May 2013 02:48:27 +0100

Compliance Monitoring Analyst Ambridge Harris Associates are supporting their client based in Southampton, Hampshire, to recruit a Compliance Monitoring Analyst to join their expanding finance department. The role is paying up to £30k (dependant on experience). Purpose of the Role: To provide advice to the business on regulatory matters through undertaking risk based compliance audit reviews. Main Responsibilities: To undertake risk-based compliance reviews in accordance with the annual compliance monitoring programme, or as required, identifying actual or potential regulatory breaches Reviews to include interviewing directors (where appropriate), managers and staff, testing, control evaluation and documentation of findings To be undertaken to agreed quality standards and timeframes To provide appropriate verbal feedback to directors and managers when reporting findings from these reviews and provide advice and support to the business to ensure that appropriate remedial action is taken to address any identified shortcomings Where necessary, concerns will be raised with the Compliance Manager and Head of Compliance with recommendations for a future course of action, for example on whether the regulator needs to be notified To maintain an awareness and understanding of current and forthcoming regulatory requirements applicable to the business. Candidate Profile: Detailed knowledge and awareness of UK regulation and legislation, and an ability to interpret FCA regulations Proven experience in a Compliance or Internal Audit function, including planning and undertaking audits and risk-based reviews ICA Advanced Certificate in Compliance, or equivalent professional qualification (e.g. CII) Must be able to understand, interpret and apply complex regulatory requirements to real business practices and key customer documentation. Ability to communicate effectively with all levels of management and staff: Good written communication skills, fluent and confident in spoken and written communication. Persuasive and convincing with arguments. Able to work outside normal office hours as requested Willingness to travel (ideally hold a Full driving licence) Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. 30000.0000 Speciality: Compliance. Location: Southampton, Hampshire

Credit Manager / Underwriter

Tue, 14 May 2013 02:48:27 +0100

Our client has an exciting opportunity for a Credit Manager to join a small team within the Basingstoke area you will be responsible for underwriting customers for a rapidly growing organisation. Key Responsibilities Assist in minimising the Company’s risk from lending money Assessment of the credit risk Visit customers on an ad-hoc basis Underwriting Prepare reports on potential customers Liaise with customer and business introducers Key Requirements: Industry experience not required but a strong commercial background with credit management or underwriting experience is essential. Must be computer literate and able to build and develop relationships with key customers via the telephone and when required face-face. Apply to 1 - 1 Recruitment today!! Recruitment is a leading provider of permanent, temporary and contract recruitment solutions in Hampshire, Surrey and Berkshire. Please Note: If you do not hear from a consultant within 5 days your application has been unsuccessful on this occasion 30000.0000 Speciality: Other Financial Services. Location: Basingstoke, Hampshire

Mortgage Advisor - Hampshire

Tue, 14 May 2013 02:48:26 +0100

Reeds Rains are a nationally recognised brand and one of the UK's largest most innovative and award winning property services providers. We are currently seeking a Cemap (or equivalent) qualified, top performing Financial Consultant / Mortgage Advisor to join our established and successful team. This is an excellent opportunity for a tenacious and driven individual with a proven track record in financial services. The successful candidate will have excellent communication skills as well as being self motivated, professional and a real people person. Covering our Waterlooville office, our Financial Consultants / Mortgage Advisors are some of the best trained and informed in the marketplace. Our award winning suite of services that separate us apart from or competitors include - 20 lender panel Aviva as our life provider Motivated highly targeted estate agency teams supporting you Exclusives that a group with circa 1300 advisors can successfully negotiate We offer an excellent remuneration package including: A very competitive basic salary Excellent uncapped bonus scheme paid monthly Generous Car allowance Pension scheme Defined progression path Training and Development Overseas top achiever events Exposure to career progression opportunities across the LSL Group A full UK driving license is essential. Apply today for an exciting and challenging career with one of the largest mortgage brokers in the UK. Progressive, passionate, people focused professional - Reeds Rains Financial Services Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, mortgage adviser, mortgage consultant, mortgage broker, broker, financial adviser, estate agents, estate agency, cemap, fpc, maq, advisor 25000.0000 Speciality: Mortgage Advisor. Location: Waterlooville, Hampshire

Corporate Tax Assistant

Sun, 19 May 2013 02:43:16 +0100

This primary responsibility of this Corporate Tax Assistant role is to provide a range of tax advisory services to a variety of clients. This is a mixed tax role, spanning both corporate and personal tax. More specifically, this will involve: - Providing tax advisory services - Assisting in the management of a portfolio of clients - Identifying and pursuing opportunities to develop new business The ideal candidate for this Corporate Tax Assistant will be a ATT qualified accountant with a proven track record in a similar role. Preferably, they will have a background in tax roles and be looking to develop their career in that specialism. Our client is anational accountancy practice with a well established offices across Southern England. Competitive salary and benefits package. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13284231 Michael Page is a world leading recruitment consultancy. 28000.0000 Speciality: Other Financial Services. Location: Hampshire, South East England

Personal Tax Executive

Sun, 19 May 2013 02:43:16 +0100

The primary responsibility of this Southampton based Tax Executive is to process and review tax returns for a portfolio of clients. More specifically, this will involve: - Taking ownership and management of a client portfolio and builds good rapport with the client and offering high levels of customer service. - Client relationship management predominately over the telephone and where appropriate in face to face contact - Providing general support to clients in the provision of tax returns - Preparing and finalising accurate and timely tax return work and client reports for review by senior management. - Utilising and understanding legislation appropriately to aid in relevant area of work. - Spotting tax planning opportunities and takes responsibility for escalating this to the relevant client relationship manager to develop new business. - Taking responsibility for billing tax return fees out to the local office, keeping accurate records, managing own time and meeting own targets. The ideal candidate for this Tax Executive role will be a graduate level accountant, with an ATT or ideally CTA qualification. In addition, they should have: - A background in preparing tax returns and managing their own client portfolio. - Exposure to working in the tax functions of accountancy firms or banks Our client is a major accountancy firm operating in the Southampton area. Competitive salary and benefits package. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13289046 Michael Page is a world leading recruitment consultancy. 23000.0000 Speciality: Other Financial Services. Location: Southampton, Hampshire

Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

Sun, 19 May 2013 02:43:15 +0100

Employed Financial Consultant - £41,000 pension bonuses Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA’s or Wealth Managers who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including a basic of £40,000, uncapped bonus, company car, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstratable proven track record of consistent success within your current role - full Diploma in fnancial planning - evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5. 41000.0000 Speciality: Independent Financial Advisor. Location: Basingstoke, Hampshire

Semi- Senior

Sat, 18 May 2013 03:31:26 +0100

This Fareham based Semi- Senior role will be an accounts-focussedposition with an emphasis on accounts preparation and personal tax. The ideal candidate for this Semi- Senior role will be a qualified accountant, looking to take on a new challenge and expand upon their knowledge of the accountancy practice world. Our client is an established accountancy practice with a broad client base, ranging from charities and doctors to solicitors and dentists. Competitive salary and benefits package. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13271011 Michael Page is a world leading recruitment consultancy. 18000.0000 Speciality: Other Financial Services. Location: Fareham, Hampshire

Compliance Manager

Sat, 18 May 2013 03:31:16 +0100

JJCOMPMAN Compliance Manager Bournemouth £35,000 to £50,000 Health On-Line, partnered with the experienced and successful private medical insurer AXA PPP, is looking to appoint a new Compliance Manager. This is a brand new role within the company and will be central to maintaining a robust compliance culture. The role is part of the Management Team and comes with a high degree of responsibility offering progression and the chance to excel in a growing company. The overall purpose of the role is to assist the company in achieving their set goals while ensuring they comply with relevant regulation and legislation. You will work in partnership with the business to ensure a compliance monitoring system is in place and liaise with the parent company to allow sharing of best practice. You will have the responsibility for line management of the Quality Assurance team and oversee the production of detailed and meaningful QA Management Information. You must review and interpret information to identify trends and potential changes within the business, designing and supporting compliance training. You will also have to manage the sometimes delicate nature of regulatory integration as well as logging and writing reports on compliance breaches. The ideal candidate for this role should have a minimum of 3 years experience working in a quality assurance or sales compliance function within a financial services company. You should have a strong familiarity with FCA Handbook, guidelines and principles and experience with people management. You will be the type of person who excels in a high energy environment, has excellent attention to detail and is confident in making decisions. The right candidate will really have the chance to add value very quickly in this environment. If this sounds like the ideal role for you please call Jessica Jones on or apply directly to this ad now. Please do not apply directly to the company, candidates will be directed back to Rubicon People recruitment. 35000.0000 Speciality: Compliance. Location: Bournemouth, Dorset

Mortgage Advisor- Top Brokerage

Sat, 18 May 2013 03:30:19 +0100

We are working with a successful brokerage in Southampton who require an experienced mortgage broker to join their growing team. Job Description An established financial services brokerage specialising in Mortgages, Insurance and Pensions seek an experienced Mortgage Advisor to join their growing team of reputable advisors. With a background in financial services specifically within Mortgages the successful applicant will possess their full CeMAP qualification and will have working skills and knowledge from a similar position. Responsibilities will include the following: Identifying and contacting potential new mortgage customers. Advising clients of their purchasing ability and selling the appropriate products. Always working with all sales and cross sales opportunities in mind. Face to face client meetings with fact finds. In-depth knowledge of the full range of Mortgage and Mortgage related products with a good knowledge of the personal customer product set and an awareness of the business and premier product. Detailed knowledge and application of the standard sales process and associated procedures as applicable to relevant products and services. Detailed knowledge and application of regulatory and operational risk and rigor standards 18000.0000 Speciality: Mortgage Advisor. Location: Southampton, Hampshire

Business Development Executive

Sat, 18 May 2013 03:30:01 +0100

We are a specialist Management Consultancy seeking a self-starting, confident, analytical graduate to promote our business solutions to Directors of FTSE 150 and Fortune 500 businesses. We are an extremely successful niche consultancy with a proven track record we have never failed to achieve less than a 20% operational and financial improvement on the projects we undertake and we typically achieve a return on investment of 3:1. You would come in, finding a way in to the leaders of business, promoting our services and the benefits that this can bring and arrange for our consultants to meet with these business leaders. Once you have developed within the role, you can expect to be part of these meetings as well as getting involved with projects and analysis. This role offers an exciting opportunity for a graduate to deal directly with some of the captains of industry, promoting our niche solutions that improve performance and productivity through change management, development of management operating systems and process re-engineering. We are in an exciting period of development in our business and are looking at grooming business leaders of the future. We can give you a good starting salary with performance related bonuses, training to a level that would be expected within a management consultancy, the opportunity to work within a small but innovative business, the chance to work closely with our Directors and Directors of the UK's leading businesses and the opportunity to progress into management consulting. You will need to demonstrate a desire to succeed, drive, motivation, be a self starter, be able to communicate effectively and confidently with high level individuals, have a professional manner combined with a commercial awareness, resilience, the ability to handle rejection and the ability to eventually spend long periods working away from home on projects. WE ARE INTERVIEWING APPLICANTS NOW. TO BE CONSIDERED APPLY TODAY All applications will be assessed by Discovery Graduates. We believe that every graduate is capable of getting a good graduate job given the right support, advice and training and we only work with companies who recognise the value that the right graduate can bring to their business. 0.0000 Speciality: Sales & Business Development. Location: Basingstoke, Hampshire

Self Employed Home Based Mortgage Adviser - Leads Supplied

Sat, 18 May 2013 03:29:58 +0100

A National Mortgage and protection broker is looking to recruit hungry mortgage advisers who are stuck in a rut. Perhaps you are an estate agency based broker who is looking for an increase in wages and do not like to be micro managed or a self employed adviser who is struggling for leads. We have over 70 advisers across the UK at the moment and are looking to increase in size due to the level business available. We offer Laptop, Blackberry Client case portal, Mortgage and Insurance sourcing software Whole of market mortgage proposition and panel of insurers Full Compliance and back office support, No P.I. fess, no monthly fees Regular sales meetings, training, sales campaigns and business stationary Fast induction process Diary flexability Access to mortgage exclusives and market leading commission rates 20000.0000 Speciality: Mortgage Advisor. Location: Hampshire, South East England

Client Manager

Sat, 18 May 2013 03:29:58 +0100

This Andover based Client Manager will have a very varied, wide ranging remit with a high level of client facing work. More specifically, your role will involve: - Overseeing your own portfolio of clients, taking ownership of relationship management and providing accounts and audit advisory services - Identifying new opportunities to develop your portfolio and add value to existing clients. Candidates for this Client Manager role can be either fully or part qualified but need to demonstrate a proactive approach and have a well rounded background drawn from exposure to audit, accounts and tax. The PQE identified on this advertisement is a guide only and does not preclude applications from those with more or less PQE. Our Andover based client is a rapidly expanding Accountancy Practice. Excellent salary and benefits package Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13295357 Michael Page is a world leading recruitment consultancy. 20000.0000 Speciality: Pensions. Location: Andover, Hampshire

Equity Release Adviser (Home Based)

Sat, 18 May 2013 03:29:55 +0100

Our client company are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Due to the demand for their products and services, they are currently looking to recruit several high quality equity release professionals. At present, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the company was founded in 1998, they have won numerous high profile awards including:- Best broker for Equity Release - Mortgage Strategy Awards 2012 Best Equity Release Adviser - What Mortgage Awards 2012 Best Equity Release Customer Service - What Mortgage Awards 2012 Important Note: As the role is home based the location of candidates is flexible and applications will be accepted from candidates whom reside in and/or can cover London, Greater London or any part of South East of England S kills and Experience: Applicants should be able to demonstrate the following skills and experience:- Essential: Proven sales track record as a Equity Release Adviser, Independent Financial Adviser or Tied Financial Adviser Essential: Current or previous experience selling equity release products and services Essential: Certificate in Regulated Equity Release(CeRER) qualified or equivalent Essential: Full Financial Planning Certificate or equivalent Essential: CeMAP qualified or equivalent Essential: Ability to be based and work from home Essential: High quality closing skills Essential: Computer Literate Preferred: Competent Adviser Status (CAS) held within the last two years Benefits: In return successful candidates will enjoy the following benefits:- Basic Salary £25,000 rising to £26,000 after 12 months service £4,560 per annum Car Allowance (£380 per month) Negotiable bonus guarantees for the first two quarters ( depending on candidates earnings) Uncapped Bonus Scheme Company Pension Scheme Mobile Phone Allowance All business expenses paid 22 days holidays per annum, increasing to a maximum of 27 days on length of service All appointments are made for the adviser with an average of 6 per week OTE £45,000 with top performers currently earning £70,000 25000.0000 Speciality: Independent Financial Advisor. Location: Basingstoke, Hampshire

Retirement Solutions Consultant

Sat, 18 May 2013 03:29:55 +0100

A Retirement Solutions Consultant is required to join a Financial Services organisation in Farnborough. The successful candidate will provide compliant accurate advice on Pension Maturities, in line with internal standards and procedures. Main Duties: Review of client’s pensions to advise on the best maturity options. Analysis to take account of annuity rates and other retirement options, client’s individual circumstances, health requirements and financial position and existing policy options and restrictions To keep up-to-date with all annuity terms, legislation and regulatory changes and to be able to provide appropriate and accurate advice. Keeping and maintaining accurate records and files for individual clients to provide a thorough compliance audit trail. To submit high quality new business to annuity administration team and support annuity administration team when required. Assisting with ongoing workload of absent annuity consultants. Planning and diary management Reporting weekly and monthly as per the requirements of your management team To maintain and develop client and introducer relations, maximising their potential Requirements: CII Certificate in Financial Planning or CII Financial Planning Certificate (or equivalent) - Essential Progressing towards CII Diploma in Financial Planning, particularly RO4, JO4 and/or J05 Experience in financial services preferably in an IFA firm Experience of pension advice to Individual clients within Paraplanner or Consultant role Confident in talking to clients, Insurance companies, third parties and colleagues Good level of communication skills both written oral A high level of organisational and time management skills Ability to use own initiative whilst working within a team structure Computer literate Sales and negotiation skills Ability to cold call prospects, if required Ability to work under pressure and meet sales targets Ability to work both on an individual and team basis Pension Maturity Knowledge, including annuity options, income drawdown and phased drawdown Knowledge of MS windows based programmes, Word Excel Experience of pension advice to Individual clients within Paraplanner or Consultant role. If you would like to apply for this vacancy, please contact Robert Pender 30000.0000 Speciality: Pensions. Location: Farnborough, Hampshire

Trainee Retirement Solutions Consultant

Sat, 18 May 2013 03:29:51 +0100

Sales & Customer Service Advisor

Sat, 18 May 2013 03:29:50 +0100

Job Description ’We value diversity and always recruit on merit’ We are currently recruiting for Temporary staff for a fixed term 6 months contract , for a world-wide banking organisation based on the Segensworth Business Park near Fareham. It should be noted that anybody successful in apply for this role has a high possibility of being placed as a permanent member after 6 months. FREE PARKING and ON-SITE CANTEEN AVAILABLE You will be working in a large Team environment in the existing call centre, sales and service team. Our Client are looking for Sales and Customer Service Advisor who will be taking INBOUND calls. You are required to be able to quickly build rapport with customers and actively promote and sell this companies banking products in a high volume, fast paced environment. Key Accountabilities: Answer Customer calls in relation to a broad number of transactions in an efficient and effective manner providing the highest level of customer service by aiming to meet the needs of our customers at the first point of contact. Identify and promote the Bank’s products and services in order to fully meet their Financial needs. Identify sales opportunities and mature wherever possible and manage smooth handovers to other areas of the business. Promote alternative delivery channels such as Internet Banking and IVR ensuring that all customers are aware and have full access to the Bank’s complete range of service delivery channels. Ensure that all customers are dealt with in accordance with all compliance and regulatory requirements (including internal processes and procedures) which aim to protect our customers as well as the reputation of the Client. Maintain a good understanding of the Bank’s products and services including key features and benefits. Skills needed: Excellent written and verbal communication skills Previous target driven experience in a sales role desirable but not essential Previous Customer Service experience. Previous sales/up-selling experience desirable but not essential Excellent organisation skills We are looking for candidates who wish to build a career with our Client and are looking for long-term prospects in the banking industry. This role will open doors to further positions within this organisation if candidates are able to demonstrate drive and motivation to succeed. Hours - FLEXTRA SHIFTS - Flextra is a 6 week rota, 5 days out of 7 between Monday - Sunday. Working hours are between 8.00am - 10.00pm, working 35 hours per week. You will work 4 weekends out of 8, 1 full weekend and 3 weekends where you will either work a Saturday or Sunday. Full training provided, lasting 5 weeks, Mon-Fri 9.00am - 5.00pm (no holiday to be taken in this time and up to 8 weeks) Pay rate - £8.58 per hour Location: Own transport isadvised for this role and there is free parking available. The site is approx 25 min walk from the Swanwick Train Station with regular trains to both Portsmouth, Fareham and Southampton. Start dates : Monday 10th June and 15th July 2013 If you have not heard from us within 10 working days unfortunately you will have not been successful in obtaining an interview. Reed Specialist Recruitment Limited is an employment agency and employment business 8.5800 Speciality: Sales Support. Location: Segensworth, Hampshire

Sundry Income Officer for a 3-6 month contract

Sat, 18 May 2013 03:29:47 +0100

Our Client is seeking a Sundry Income Officer to join their staff. This is a 3-6 month contract role based in Bournemouth and is paying £8.50per hour. About the Role Invoicing and collection of income arising from the use of Bournemouth Borough Council’s services About You A high degree of good general education including maths and English Experience of dealing with customers is essential and it’s preferred the ideal candidate has experience of debt collection. Excellent communication skills are required and the ability to operate Microsoft Office applications. Apply in the strictest of confidence to Epersonnel Recruitment, based in Leatherhead, 44 High Street, Surrey Epersonnel - Specialists in Permanent Temporary Recruitment, including Administration, Executives Professionals, Secretarial PA, Accounts Finance, Graduate opportunities, Human Resources, Recruitment Consultancy, Sales Marketing, Customer Service, Legal, Procurement, Oil Gas positions, Pensions, Charity opportunities, and Part-Time positions. Epersonnel is a member of the Recruitment Employment Confederation (REC) which is the professional body for the recruitment industry. REC raises standards and highlights excellence, working ethically throughout the industry creating world-class recruitment standards and upholding the best practise, providing the best possible service to clients and candidates. Thank you for showing your interest in Epersonnel. Please be aware that we may have had a high volume of responses regarding this opportunity. Should your application be successful, you will be contacted shortly. Visit our new website!!! www.e-personnel.co.uk - from the website you can follow us on Facebook, Twitter and LinkedIn. 8.5000 Speciality: Collections. Location: Bournemouth, Dorset

Call Handler - Financial Services

Sat, 18 May 2013 03:04:56 +0100

An experienced Call Handler who has Corporate Telesales experience is required with a highly respected Financial Services Organisation. The role will provide leads where the company has had prior engagement some companies may have done business, some may have only received marketing communications. Ideally candidates will have employee benefits or pension experience but the key factor is that they are competent and able to communicate with MD’s, Financial Directors and HR Directors. If you would like to apply for this vacancy, please contact Robert Pender 20000.0000 Speciality: Other Financial Services. Location: Farnborough, Hampshire

Pensions Administrator, Farnborough

Sat, 18 May 2013 03:04:46 +0100

Pensions Administrator, Farnborough Salary negotiable In order to apply for this position candidates MUST have PENSIONS experience. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to any of the following Money Purchase Defined Contribution Pensions Administrator Final Salary Defined Benefit Pensions Administrator Senior Pensions Administrator DC Administrator DB Administrator Client Profile: Our client is one of the world leaders within the Pensions industry. Their professionalism and dedication to service are second to none and are amongst the main reasons why some of the world’s most impressive clients choose them. Employing over 1,200 people across 13 locations in the UK, they provide services to over 1,500 clients. Key Responsibilities: The primary responsibility will be to provide a full pension's administration service to clients and customers in an accurate, efficient and timely manner To ensure delivery to a high standard of day to day client service to include: ad-hoc requirements / reports, scheme and member events To plan, prioritise and deliver administration activities assigned for own portfolio of client(s) To participate in client visits / presentations To actively participate in team meetings, provide appropriate feedback To support, coach and 'buddy' new members of the team, highlighting / identifying any training needs. Support the Team Leader by maintaining wider team awareness To write and update scheme specific procedure manuals, rules and documentation in line with any changes To ensure that any potential EO cases are addressed in accordance with an appropriate procedure to minimise company’s exposure. Upon identification, report risks to the Operations Director and/or Compliance Director to ensure appropriate risk management activities are implemented Skills and Qualifications: Relevant experience with exposure to technical issues relating to pension scheme legislation coupled with a good understanding of data protection, Inland Revenue Limits, rules and regulations and recent legislative changes. Familiar with Microsoft applications and how they interact together. Good working knowledge of Profund or alternative administration system. Have experience in the transfer of technical knowledge to more junior staff. 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: Farnborough, Hampshire

Paraplanner

Sat, 18 May 2013 03:02:16 +0100

Our client based in Dorset has created a new position for a Paraplanner. You will be working for a leading local financial firm who have been established since 1984 and remains a family owned business. The ideal candidate will Have FPC 1,2 and 3 Be working towards AFPC Knowledge of 1st Software, Exchange, Synaptics, Trigold Have at least three years experience in the Financial Services Industry Ideally the candidate will have CF qualifications 1-5 or be working towards completion of them, CIR, RO Diploma exams or JO. The hours of work are Monday to Friday 9am to 5.30pm If you would like to hear more information on this or any other vacancies please don’t hesitate to call or alternatively email your CV to or alternatively come into our offices - no appointment necessary. 0.0000 Speciality: Paraplanning. Location: Lymington, Hampshire

Mortgage Consultant

Sat, 18 May 2013 02:59:17 +0100

Mortgage Consultant Do you want to work for the UK’s largest and most successful estate agency and property services Group? Are you an experienced Mortgage Consultant or a Sales Person looking for a new career path who is enthusiastic, tenacious and driven with a proven track record in sales and want to rise to a new challenge? Do you have the following qualities? target driven and results orientated have a professional and confident approach work using your initiative without close supervision possess a talent for motivating others have a 'can do’ attitude If you answered Yes to all of the above then Countrywide would like to speak to you about an exciting opportunity to work in one of our busy Estate Agency branches in the Isle of Wight. You will be a team player working closely with your colleagues and clients to ensure that professional and mutually beneficial relationships are built producing a target number of mortgages every month. You will provide clients with a full advice and recommendation service, referring clients to other businesses within the group where there is opportunity for additional sales prospects. You must be able to demonstrate a stable working background (no more than 3 jobs in the last 5 years) and hold a minimum of 4 GCSE’s at grade C or above including Maths and English (or equivalent qualification). In return you will receive full training, a competitive basic salary and commission on all the business which you generate. You will also receive on the job assessment, coaching and feedback, monthly one to one’s and a dedicated Sales Manager. 20000.0000 Speciality: Mortgage Advisor. Location: Isle Of Wight, South East England

Mortgage Consultant

Sat, 18 May 2013 02:59:17 +0100

Mortgage Consultant Do you want to work for the UK’s largest and most successful estate agency and property services Group? Are you an experienced Mortgage Consultant or a Sales Person looking for a new career path who is enthusiastic, tenacious and driven with a proven track record in sales and want to rise to a new challenge? Do you have the following qualities? target driven and results orientated have a professional and confident approach work using your initiative without close supervision possess a talent for motivating others have a 'can do’ attitude If you answered Yes to all of the above then Countrywide would like to speak to you about an exciting opportunity to work in one of our busy Estate Agency branches in the Southampton area. You will be a team player working closely with your colleagues and clients to ensure that professional and mutually beneficial relationships are built producing a target number of mortgages every month. You will provide clients with a full advice and recommendation service, referring clients to other businesses within the group where there is opportunity for additional sales prospects. You must be able to demonstrate a stable working background (no more than 3 jobs in the last 5 years) and hold a minimum of 4 GCSE’s at grade C or above including Maths and English (or equivalent qualification). In return you will receive full training, a competitive basic salary and commission on all the business which you generate. You will also receive on the job assessment, coaching and feedback, monthly one to one’s and a dedicated Sales Manager. 20000.0000 Speciality: Mortgage Advisor. Location: Southampton, Hampshire

Flexible Benefits Administrator

Sat, 18 May 2013 02:59:12 +0100

Due to expansion, a recognised, medium-sized business operating in the Employee Benefits and Flexible Benefits market are currently looking to recruit an experienced Flexible Benefits Administrator to join this friendly team on a permanent basis. Known for their professionalism and name in the market, this is a fantastic opportunity for someone with at least two years Employee Benefits/Flexible Benefits administration experience to progress with a leading company which can can offer genuine career progression in return. Within this role, you will be involved in all aspects of Administration for Group Flexible Benefits policies (i.e. childcare voucher, cycle to work schemes, season ticket loans et.c) along with the opportunity to get involved in other areas as and when the need arises giving the opportunity to widen your skills and knowledge in this sector. More specifically, responsibilities will include: Ensure the smooth running of assigned portfolio on a day to day basis Develop and maintain a constructive and professional relationship with clients and insurers at all levels Act as the first point of contact for day to day enquiries from clients, providers and other internal and external sources Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping Consultants informed as appropriate Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries Prepare reports and proposals as requested by Sales Consultants You will need to have in depth experience (at least two years) of working in a busy office operating within the Financial Services markets ideally gained in an Employee Benefits Consultancy or Provider. You will also need to have an in-depth understanding or completing administration for Flexible Benefits policies, and with a proven track record of focusing on delivering quality and ensuring attention to detail at all times. Qualification-wise, you will have attained the GR1 exam or equivalent and be willing to study further if required, and candidates will also need to be enthusiastic, proactive and a real team player wlling to get involved at any level to ensure all objectives are met. In reward for your hard work and dedication you will be rewarded with a generous basic salary of up to £20,000 depending on experience, an annual company performance related bonus, on site parking, company Pensions scheme and the opportunity to work for a company which is well known for valuing their staff and promoting from within. PTM1304-221 - Flexible Benefits 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. 18000.0000 Speciality: Employee Benefits. Location: Fleet, Hampshire

Pensions Administrator - award winning company

Sat, 18 May 2013 02:43:04 +0100

An excellent opportunity has arisen with a highly respected Pension consultancy for an experienced Pensions Administrator. Working in a busy team it will be your responsibility to administer a range of both DB and DC schemes ensuring that all client and member enquiries are dealt with in a timely, professional and efficient way. Being an experienced administrator you will also be expected to assist less experienced team members checking their calculations and ensuring their on-going learning and development. You will be expected to perform a wide range of calculations and you will also be involved in scheme project work. Applicants must have occupational pensions experience from either a consultancy or in-house background and have strong knowledge of DB schemes having performed both manual and computerised calculations. You will possess strong administration and communication skills and have a keen desire to develop technically. This is a great chance to join a highly respected consultancy offering outstanding prospects. 18000.0000 Speciality: Pensions. Location: Hampshire, South East England

Senior Pensions Administrator

Sat, 18 May 2013 02:43:03 +0100

An excellent opportunity has arisen with a highly respected Pension consultancy for a Senior Pensions Administrator. Working in a busy team you will be responsible for the quality of individual and teamwork produced. You will be a point of technical referral for more complex cases as well as checking the accuracy and content of colleagues work and assisting with their on-going learning and professional development. Other duties will include involvement in scheme project work, participation in team meetings to discuss ways of improving processes and working practices and ensuring that the team is kept up to date with any industry / technical developments that could affect day to day performance. Applicants must have occupational pensions experience from either a consultancy or in-house background and have good knowledge of DB schemes having performed both manual and computerised calculations and ideally have checked the work of less experienced colleagues. You will possess strong administration and communication skills and have a keen desire to develop technically. This is a great chance to join a highly respected consultancy offering outstanding prospects. 24000.0000 Speciality: Pensions. Location: Hampshire, South East England

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