http://www.workcircle.co.uk/ Jobs from Workcircle en-us http://www.workcircle.co.uk/images/logo-small.gif http://www.workcircle.co.uk/?locations=hertfordshire http://www.workcircle.co.uk/click?j=148507113&from=feed http://www.workcircle.co.uk/click?j=148507113 Location 1 x Watford Hertfordshire My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Is seeking a Mortgage Protection Advisor, branch based, which provides an ideal opportunity to strike up a rapport with new and existing customers. Job Description With a plain talking approach to banking, this is an opportunity to make the home finance experience all the more straight forward for the client Your role will be to arrange appointments with your customer explore their needs, working through all areas of home finance and assess the most suitable product for their needs, such as a personal mortgage and the relevant insurance and protection products Working within a recognised financial institution,with regular walk in business and an active database of clients, will automatically supply you with a flow of quality leads for arranging appointments As a strong and successful Mortgage Protection Advisor will also look to build up strong relationships within branch i.e. with Branch Managers and Sales Advisors, in order to maximise the number of quality leads being provided to you. Person Specification The ideal candidate will be offered a competitive basic salary of up to £30,000 dependent upon experience) with potential through sales bonuses to earn considerably more, also including an excellent company benefits package. You will also have an excellent development plan to further your career within the bank. If you are fully CeMap qualified or equivalent, with a proven sales track record within the Mortgage Industry, then please apply online or call David Pike on 01 395 233674. 25000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:47 +0100 http://www.workcircle.co.uk/click?j=145833729&from=feed http://www.workcircle.co.uk/click?j=145833729 We are currently recruiting for a Commercial Analyst to work for a residential developer, with a requirement within their Hertfordshire region. Our client is a leading residential developer within the UK, who has a requirement within their commercial department. They require a Commercial Analyst to undertake the financial analysis of their live projects, making recommendations to the board based on their performance. The role requires someone who is numerate, commercially astute and is capable of developing reasoned arguments based on their analysis. Experience of carrying out the analysis of financial and construction projects would be advantageous or finance sectors. Our client is looking to recruit an intelligent and commercial astute individual. If you are interested in finding out more about this role, please apply today. Due to the high volume of applicants, only those successful will be contacted. 45000.0000 Speciality: Other Financial Services. Location: Hertfordshire, South East England Tue, 21 May 2013 03:05:50 +0100 http://www.workcircle.co.uk/click?j=147068160&from=feed http://www.workcircle.co.uk/click?j=147068160 Our client is a well established, boutique Wealth Management IFA practice, with offices in Hitchin Bishop’s Stortford. The company is now seeking to appoint an administrator/receptionist at their Bishop’s Stortford office. The successful candidate will be personable, confident well organized have experience working as an administrator within the Financial Services industry, ideally but not essentially for a firm of IFAs. A positive, can do attitude is a must, as is an excellent telephone manner the ability to communicate effectively, both verbally in writing, with clients, product providers colleagues alike. Experience in using Avelo would be an advantage. This is an interesting, hybrid role, where the key tasks responsibilities fall into two categories: Administration Assistant Preparing client valuations Sending Letters of Authority and chasing responses Progressing new business applications Risk profile scoring Back office administrative support Client hard and soft copy filing Receptionist Managing all incoming calls Meeting and greeting all visitors Managing meeting rooms Business administration as required This is a superb career opportunity to join a dynamic, successful, forward thinking company, where your valued contribution will have a significant and identifiable impact on the success of the firm. Basic salary £15K-£18K, depending on experience etc. 15000.0000 Speciality: Sales Support. Location: Bishop's Stortford, Hertfordshire Thu, 23 May 2013 03:17:27 +0100 http://www.workcircle.co.uk/click?j=146202688&from=feed http://www.workcircle.co.uk/click?j=146202688 An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in preparing client reports with consultants You must be working towards gaining diploma if not already have it and have experience of working in a fee based IFA environment. £28,000 basic salary Working hours Monday - Friday 9am - 5pm Usual benefits - 25-days leave, pension, PHI, Death in Service Please send your CV's across and start your new career today! If we do not come back to you within 3 working days unfortunately your application has been unsuccessful 28000.0000 Speciality: Paraplanning. Location: Gaddesden Row, Hertfordshire Thu, 23 May 2013 02:18:50 +0100 http://www.workcircle.co.uk/click?j=147824676&from=feed http://www.workcircle.co.uk/click?j=147824676 A Sales Support Administrator is required to join a reputable HNW chartered accountancy practice in the financial services team. Main Duties: - Supporting the financial advisers with sales support - Sorting, prioritising and scanning post and attaching to 1st Software where necessary - Obtaining policy information from insurance companies via letters of authority from clients and using the information - New Business:- processing and following through to completion all applications by post and online, covering a wide range of products including protection, pensions, and investments, which will also include SSAS and SIPP's and obtaining forms and literature from insurance companies and pre-populating forms where possible - Obtain up to date valuations, enter funds and unit holdings, process fund switches and ensure all tasks are completed accurately within strict timescales - all on 1st Software - Obtaining quotations - Preparing compliance folders for client meetings - Updating 1st Software in respect of policy serving, including changes of address, policy details, cancellations, surrenders, fund switches etc. - Other general administration duties, including filing, creating compliance files and any other ad hoc duties, as required Requirements: - 1st Software or Avelo very advantageous - Competency in the use of Microsoft applications and the Internet - Excellent communication skills and be able to deal with people at all levels - Ability to develop an excellent rapport with the staff and consultants If you would like to apply for this vacancy, please contact Robert Pender 20000.0000 Speciality: Sales Support. Location: Royston, Hertfordshire Thu, 23 May 2013 02:55:30 +0100 http://www.workcircle.co.uk/click?j=149245273&from=feed http://www.workcircle.co.uk/click?j=149245273 Internal BDM / Broker Consultant An exciting opportunity is available for an Internal Business Development Manager to join a rapidly expanding financial services company. You will be responsible for nurturing intermediary relationships (IFA's Mortgage Brokers) to increase brand awareness and profitability. Experience required: Strong communicator - comfortable at developing relationship over the phone. Proven track record as a business development manager within financial services. Ability to develop long term relationships with intermediaries (IFA’s / Mortgage Brokers). Self motivated and target driven. Up to £30k basic (Dependent on experience) Benefits Bonus BDM, Internal BDM, Business Development Manager, Broker Consultant, Intermediary Sales, IFA, Mortgages 20000.0000 Speciality: Business Development Manager. Location: Watford, Hertfordshire Wed, 22 May 2013 03:03:37 +0100 http://www.workcircle.co.uk/click?j=147068096&from=feed http://www.workcircle.co.uk/click?j=147068096 Administrative Assistant/Receptionist for Firm of Financial Advisers Hanbury Wealth is a firm of independent financial advisers, whose client base is predominately High Net Worth clients, with offices based in Hitchin and Bishops Stortford. This role would be for our Bishops Stortford office. We are looking to recruit an admin assistant/receptionist to work alongside our existing administration team in addition to being responsible for normal receptionist duties. The ideal candidate should have experience working as an administrator for a firm of financial advisers, a positive and confident telephone manner with the ability to communicate at all levels as well as being incredibly organised. Ideally the candidate would also have experience in using Avelo. Key Responsibilities and Tasks Admin Assistant Preparing Client valuations Sending Letters of Authority and chasing responses Assisting admin team in chasing new business submitted Risk profile scoring Back office administrative support Client hard and soft copy filing Receptionist Managing all incoming calls on behalf of the Business Meeting and greeting all visitors to the Business Managing meeting rooms Business administration as required Salary between £15,000 - £18,000 depending on experience. 23 days holiday a year plus Bank Holidays. No Agencies Please. www.hanburywealth.co.uk 15000.0000 Speciality: Sales Support. Location: Hitchin, Hertfordshire Thu, 23 May 2013 03:15:04 +0100 http://www.workcircle.co.uk/click?j=147068080&from=feed http://www.workcircle.co.uk/click?j=147068080 Our client, one of the UK’s leading mortgage brokers specialising with the new build sector, is currently looking to recruit several experienced Mortgage Advisor’s to join their growing team. Candidates will be required to visit clients generated from pre-qualified leads and sell a range of mortgage and protection products. The role is primarily field based so candidates need to be self motivated and able to develop relationships with a range of clients. Experience: - Candidates need to come from either an estate agency or new home / build mortgage background. - Be fully CeMAP or equivalent qualified. - Be hardworking and self motivated. In return candidates can expect to receive an excellent package including basic of circa £20k, full home office including laptop and mobile, all leads provided and an excellent uncapped OTE of £50k. 16000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Thu, 23 May 2013 03:15:03 +0100 http://www.workcircle.co.uk/click?j=147824789&from=feed http://www.workcircle.co.uk/click?j=147824789 Ref: 1453 IFA Administrator North Hertfordshire £20-25,000 Our client, a small but growing IFA firm are currently seeking an IFA administrator to join their team. This role will support 2 busy IFAs with their work. this will include maintaining the back office database (1st Software/Avelo), undertaking valuations on client holdings and liaising with the product provides and clients via telephone. Strong communication and organisational skills are a must for this role. Applicants must have previous experience within Financial Services and a good knowledge of the Avelo/1st Software database. This role offers an excellent opportunity to really contribute to a small team. 20000.0000 Speciality: Sales Support. Location: Hertfordshire, South East England Thu, 23 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=148639321&from=feed http://www.workcircle.co.uk/click?j=148639321 Our client, a global bank, has an opportunity for an experienced Mortgage Advisor. There is a salary of £25,000 to £30,000, a £1,670 per annum area allowance and a comprehensive bonus and benefits package. To be considered you will need to: - Be an experienced CeMAP ( or equivalent) qualified Mortgage Adviser - Have a stable and progressive career history - Have a provable track record of success NB: IF YOU ARE ALREADY REGISTERED WITH INTEGRITY RESOURCE SOLUTIONS PLEASE CONTACT YOUR CONSULTANT DIRECT. HE/SHE WILL BE ABLE TO ASSIST YOU. 26670.0000 Speciality: Mortgage Advisor. Location: Welwyn Garden City, Hertfordshire Thu, 23 May 2013 02:47:27 +0100 http://www.workcircle.co.uk/click?j=149039051&from=feed http://www.workcircle.co.uk/click?j=149039051 Leading services organisation with a new role for a Marketing Director. Sun, 19 May 2013 02:11:48 +0100 http://www.workcircle.co.uk/click?j=148907107&from=feed http://www.workcircle.co.uk/click?j=148907107 This is a critical IT leadership role providing a fulcrum for successful and effective IT systems programme management across the Group. Sat, 18 May 2013 02:41:18 +0100 http://www.workcircle.co.uk/click?j=148633476&from=feed http://www.workcircle.co.uk/click?j=148633476 The Willow Foundation is now looking to appoint an exceptional individual as Chief Executive to lead the charity through its next phase of growth and development. Thu, 16 May 2013 02:07:05 +0100 http://www.workcircle.co.uk/click?j=149245466&from=feed http://www.workcircle.co.uk/click?j=149245466 Debt Collector/Credit Controller - Asset Finance Hertfordshire £25,000 plus bonus and excellent benefits Our client is a well established, global provider of leasing, business and consumer finance solutions. They are currently recruiting an experienced Debt Collector/ Credit Controller to work at their superb offices in Hertfordshire. The collections team is responsible for collecting early stage arrears (0-90 days) from corporate clients and the recovery of some of the debt can be quite complex. Your role will involve talking to clients over the telephone, defining payment plans, assisting finance in allocating payments, charging interest on arrears, dealing with repossession and 'after-care' activities, to enable the company to minimise risk, costs and to optimise returns by adequate and timely management of payment arrears and bad debts. The successful candidate must have at least 2 years experience working in a Collections/Credit Control role within a UK based banking, insurance or similar financial services environment, and any experience from within the leasing/asset finance sector would be of particular interest. In addition you will need excellent written and spoken English and be a very good communicator. An excellent bonus and benefits package accompanies the salary quoted and the role offers an exceptional opportunity for someone to work for one of the most successful and well respected leasing companies in the UK. 25000.0000 Speciality: Collections. Location: Hertfordshire, South East England Wed, 22 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=148137590&from=feed http://www.workcircle.co.uk/click?j=148137590 Graduate/Trainee Financial Modeller - Hertfordshire - £20-22k Training Due to organic growth, Established Insurance Broker is looking for passionate Graduates/Trainees to join their team. You will be provided with, not only, full training and support throughout your career but also the opportunity to study for your CIMA or ACCA qualifications. Very social company that provides excellent benefits including 30 days holiday company mobile pension contribution after 1 year. This position calls for Strong Excel skills and knowledge of any of the following would be of great benefits: Inflation including retail price indices (RPI). Compound interest. A very basic overview of ANY / ONE of the following accounting concepts: o Depreciation o Fixed Assets o Debtors o What is a Balance Sheet? o What is a Profit Loss Account? o What is a Cash Flow Statement? You will join a small, growing, company environment led by business professionals who will provide you with help and support throughout your steep, but rewarding, learning curve. You must have excellent written, presentation, inter personal and communication skills. If you are looking to fast-track your career you must have outstanding academic record (minimum AAB at A Level) and an actual or predicted PhD/1st or a 2i degree from a university (ideally Top University such as Oxford, Cambridge or Imperial College) Your degree would need to be in one of the following subjects: - Computer Science, Physics, Mathematics or Engineering. Hit the Apply Button now, or contact Harriet Proud on 20000.0000 Speciality: Other Financial Services. Location: Hertfordshire, South East England Sat, 18 May 2013 03:31:18 +0100 http://www.workcircle.co.uk/click?j=148639260&from=feed http://www.workcircle.co.uk/click?j=148639260 We are currently working alongside an established IFA firm in Hertfordshire who are seeking an experienced and qualified IFA to join their team on a self employed basis. Our client has over 25 Year’s experience of advising on long-term investments and they currently service over £25m in funds under management for their clients. Whilst retaining complete independence, they also work closely with major investment companies to improve the opportunities offered to clients. Our client’s growth and reputation has been driven by their advisers and 90% of new clients come from word of mouth recommendations. They have generated an extensive database of clients which is available for all IFA’s in the firm to work from, and many have had success purely working from this. However, IFA’s with an existing client bank will be advantageous and transferred clients will have a smooth transition. They have very mature and professional offices split over 2 locations with no micromanagement and a relaxed yet active atmosphere. This is an attractive opportunity for any IFA who is seeking a firm who can offer warm leads whilst offering generous business splits and no hidden costs. If you would like to discuss this opportunity in more detail, please contact Stuart Leaney at RecruitUK quoting 397 0.0000 Speciality: Independent Financial Advisor. Location: Cheshunt, Hertfordshire Thu, 23 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639261&from=feed http://www.workcircle.co.uk/click?j=148639261 We are currently working alongside an established IFA firm in Hertfordshire who are seeking an experienced and qualified IFA to join their team on a self employed basis. Our client has over 25 Year’s experience of advising on long-term investments and they currently service over £25m in funds under management for their clients. Whilst retaining complete independence, they also work closely with major investment companies to improve the opportunities offered to clients. Our client’s growth and reputation has been driven by their advisers and 90% of new clients come from word of mouth recommendations. They have generated an extensive database of clients which is available for all IFA’s in the firm to work from, and many have had success purely working from this. However, IFA’s with an existing client bank will be advantageous and transferred clients will have a smooth transition. They have very mature and professional offices split over 2 locations with no micromanagement and a relaxed yet active atmosphere. This is an attractive opportunity for any IFA who is seeking a firm who can offer warm leads whilst offering generous business splits and no hidden costs. If you would like to discuss this opportunity in more detail, please contact Stuart Leaney at RecruitUK quoting 397 0.0000 Speciality: Independent Financial Advisor. Location: Watford, Hertfordshire Thu, 23 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639222&from=feed http://www.workcircle.co.uk/click?j=148639222 A well established and renowned IFA practice, is now seeking to appoint an additional Para-planner / administrator, based at its Hertfordshire, to provide support for an IFA. Duties: Acting as the link between the administration team and the adviser Handling calls from clients and also making calls to clients regarding specific matters Preparing meeting notes, schedules and paperwork (applications, compliance, etc) Receiving instructions during debriefings from adviser following client meetings Interpreting data obtained by the adviser during client meetings Analysing data and using research tools to provide solutions to meet client needs and objectives Providing records to support research undertaken Maintaining a diary system for review meetings, invoices and schedules Consolidation of client needs and objectives, together with the recommendation and course of action in a written format via a suitability letter, client specific illustration and key features document Carrying out all tasks in a manner consistent with compliance procedures Preparation of existing client files, ready for reviews Ensuring all client files are compliant on an ongoing basis All business related administrative duties Performing such other and / or additional duties within your skills and competence as the company may require Previous experience in a para-planning role is not essential however, CF1-5 or FPC1-3 are required as minimum qualifications in addition, some JO/RO exams would be preferable, with a genuine commitment to work towards Level 4/Diploma, if not already achieved. The successful candidate will have an affable personality and great sense of humour. A working knowledge of Avelo Adviser Office would prove useful. A flexible, positive attitude, with a strong work ethic is also required. In particular, the successful candidate will be someone who relishes the opportunity to build an extremely close working relationship with the IFA and be someone whom the adviser can depend upon to provide him with total support, undertaking all tasks required with enthusiasm good humour. This is a superb opportunity to join a successful, forward thinking company, where the applicant’s contribution will have a significant and identifiable impact on the overall achievements of both the individual firm. An attractive remuneration package includes basic salary, according to experience qualifications, plus benefits. Please contact James s at adhoc recruitment for further details. 25000.0000 Speciality: Paraplanning. Location: Borehamwood, Hertfordshire Thu, 23 May 2013 02:47:20 +0100 http://www.workcircle.co.uk/click?j=148639083&from=feed http://www.workcircle.co.uk/click?j=148639083 Our Client is a quality well established Accountancy business in Hertfordshire with a wealth management division and they are currently looking for an experienced financial Services Administrator Based in their office in Royston you will be supporting the IFA's and Paraplanner We feel this is a great opportunity for someone to initially work in a FS support role and have a career path if required within this great organisation Salary negotiable but circa £20000 to £25000 This is a full time perm role The client has said they only will consider candiates that are within a IFA firm now doing the support role and must have experience with 1st Software/Aveloe/Adviser Office Also must be competent with Word and Excel Please call Jason Webber at Astral Recruitment part of Verridian plc for further details 20000.0000 Speciality: Sales Support. Location: Royston, Hertfordshire Thu, 23 May 2013 02:47:15 +0100 http://www.workcircle.co.uk/click?j=148507110&from=feed http://www.workcircle.co.uk/click?j=148507110 Location 1 x Welwyn Garden City Hertfordshire My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Is seeking a Mortgage Protection Advisor, branch based, which provides an ideal opportunity to strike up a rapport with new and existing customers. Job Description With a plain talking approach to banking, this is an opportunity to make the home finance experience all the more straight forward for the client Your role will be to arrange appointments with your customer explore their needs, working through all areas of home finance and assess the most suitable product for their needs, such as a personal mortgage and the relevant insurance and protection products Working within a recognised financial institution,with regular walk in business and an active database of clients, will automatically supply you with a flow of quality leads for arranging appointments As a strong and successful Mortgage Protection Advisor will also look to build up strong relationships within branch i.e. with Branch Managers and Sales Advisors, in order to maximise the number of quality leads being provided to you. Person Specification The ideal candidate will be offered a competitive basic salary of up to £30,000 dependent upon experience) with potential through sales bonuses to earn considerably more, also including an excellent company benefits package. You will also have an excellent development plan to further your career within the bank. If you are fully CeMap qualified or equivalent, with a proven sales track record within the Mortgage Industry, then please apply online or call David Pike on 01 395 233674. 25000.0000 Speciality: Mortgage Advisor. Location: Welwyn Garden City, Hertfordshire Wed, 22 May 2013 03:14:47 +0100 http://www.workcircle.co.uk/click?j=148507126&from=feed http://www.workcircle.co.uk/click?j=148507126 Our Client is a quality well established Accountancy business in Hertfordshire with a wealth management division and they are currently looking for an experienced financial Services Administrator Based in their office in Royston you will be supporting the IFA's and Paraplanner We feel this is a great opportunity for someone to initially work in a FS support role and have a career path if required within this great organisation Salary negotiable but circa £20000 to £25000 This is a full time perm role The client has said they only will consider candiates that are within a IFA firm now doing the support role and must have experience with 1st Software/Aveloe/Adviser Office Also must be competent with Word and Excel Please call Jason Webber at Astral Recruitment part of Verridian plc for further details 20000.0000 Speciality: Sales Support. Location: Royston, Hertfordshire Wed, 22 May 2013 03:14:47 +0100 http://www.workcircle.co.uk/click?j=132753364&from=feed http://www.workcircle.co.uk/click?j=132753364 We are currently looking for a CeMap qualified Mortgage Consultant to fill the position of Consultant in the Hertfordshire area. This would be working for the financial services of a major chain of estate agents. A good background of mortgage sales and the ability to work as a part of a team are very necessary for this position. A basic salary, bonus and car allowance are offered to the right person. Excellent OTE If this is of interest please send your cv for consideration. 20000.0000 Speciality: Mortgage Advisor. Location: Hertfordshire, South East England Wed, 22 May 2013 03:04:06 +0100 http://www.workcircle.co.uk/click?j=147719246&from=feed http://www.workcircle.co.uk/click?j=147719246 The Role Through face to face meetings you will sell our market leading Payments Processing solutions to SME clients. Pre sales administration is carried out centrally so the focus is purely on the customer, presenting a proposition to meet their needs and closing the sale. Predominantly selling to qualified leads, you will also be expected to drive new sales activity in your area. You will manage the sales cycle to ensure maximum value and high conversion rates Provide feedback on local trends including, competitor insight, customer needs, sales and lead information, product and marketing requirements Key Accountabilities Achieves sales targets and KPIs set. Uses business knowledge and sound commercial judgment to get the edge over competitors, influence the customer to make a sale. Establishes a healthy pipeline by proactively managing and building connections with the network and with customers. Able to establish rapport with a wide variety of customers, understanding their needs and responding effectively. Generate new business within territory across SME markets. Skills Experience Proven experience in targeted B2B field sales (payments experience is not a requirement) Tenacity, be decisive and have the ability to work autonomously Excellent negotiation and communication skills Reliance and be effective in a fast paced and changing environment A full, clean driving licence About us WorldPay provides a globally connected, locally coordinated Card Payment Processing service for business both large and small. Quite simply, we help businesses around the world to collect payments, using a swift, secure electronic payment solution. We operate in more than 40 countries - and today, we're one of the leading independent providers of safe payment services globally. Interested? Please apply now and we'll be in touch. 0.0000 Speciality: Loans - Other. Location: Stevenage, Hertfordshire Wed, 22 May 2013 02:54:57 +0100 http://www.workcircle.co.uk/click?j=146925899&from=feed http://www.workcircle.co.uk/click?j=146925899 We are currently working alongside an established IFA firm in Hertfordshire who are seeking an experienced and qualified IFA to join their team on a self employed basis. Our client has over 25 Year’s experience of advising on long-term investments and they currently service over £25m in funds under management for their clients. Whilst retaining complete independence, they also work closely with major investment companies to improve the opportunities offered to clients. Our client’s growth and reputation has been driven by their advisers and 90% of new clients come from word of mouth recommendations. They have generated an extensive database of clients which is available for all IFA’s in the firm to work from, and many have had success purely working from this. However, IFA’s with an existing client bank will be advantageous and transferred clients will have a smooth transition. They have very mature and professional offices split over 2 locations with no micromanagement and a relaxed yet active atmosphere. This is an attractive opportunity for any IFA who is seeking a firm who can offer warm leads whilst offering generous business splits and no hidden costs. If you would like to discuss this opportunity in more detail, please contact RecruitUK quoting 397 30000.0000 Speciality: Independent Financial Advisor. Location: Cheshunt, Hertfordshire Wed, 22 May 2013 02:47:29 +0100 http://www.workcircle.co.uk/click?j=146925901&from=feed http://www.workcircle.co.uk/click?j=146925901 We are currently working alongside an established IFA firm in Hertfordshire who are seeking an experienced and qualified IFA to join their team on a self employed basis. Our client has over 25 Year’s experience of advising on long-term investments and they currently service over £25m in funds under management for their clients. Whilst retaining complete independence, they also work closely with major investment companies to improve the opportunities offered to clients. Our client’s growth and reputation has been driven by their advisers and 90% of new clients come from word of mouth recommendations. They have generated an extensive database of clients which is available for all IFA’s in the firm to work from, and many have had success purely working from this. However, IFA’s with an existing client bank will be advantageous and transferred clients will have a smooth transition. They have very mature and professional offices split over 2 locations with no micromanagement and a relaxed yet active atmosphere. This is an attractive opportunity for any IFA who is seeking a firm who can offer warm leads whilst offering generous business splits and no hidden costs. If you would like to discuss this opportunity in more detail, please contact RecruitUK quoting 397 30000.0000 Speciality: Independent Financial Advisor. Location: Watford, Hertfordshire Wed, 22 May 2013 02:47:29 +0100 http://www.workcircle.co.uk/click?j=146925903&from=feed http://www.workcircle.co.uk/click?j=146925903 My client is a successful firm of Independent Financial Advisors who have been running for over 25 years. Due to their growth they are flexible to take on Employed or Self employed IFA’s to work in their prestigious office in Hertfordshire. They are a well established growing company currently servicing HNW Clients across South East England. They have a loyal client bank and advise in both corporate and private markets. They are recruiting for an individual who has experience of advising to HNW clients on the full spectrum of financial services products. My client has a very strong connection in the corporate market and can provide leads. Someone who can bring their own sufficient client bank will be preferred, however this is not essential as they have a number of current IFA’s who have joined with purely a strong business plan in place. My client encourages a share culture, where everyone plays their part and has a positive effect on business. This runs through to the Director, who is extremely hands on and is writing high levels of business himself along with his team. On offer is a generous basic salary or competitive business splits dependant on what you can bring to the company. This is a fantastic opportunity to join a rapidly expanding company and one who will support your career in both earning but also personal development. For more information on this and other roles we’re recruiting for please contact RecruitUK today quoting 348 0.0000 Speciality: Independent Financial Advisor. Location: Barnet, Hertfordshire Wed, 22 May 2013 02:47:29 +0100 http://www.workcircle.co.uk/click?j=149151358&from=feed http://www.workcircle.co.uk/click?j=149151358 ARE YOU LOOKING TO PROGRESS YOUR CAREER IN THE MORTGAGE BUSINESS? ARE YOU LOOKING TO START A NEW AND REWARDING CAREER AS A MORTGAGE CONSULTANT WITHIN ESTATE AGENCY? DO YOU WANT TO WORK FOR A NATIONAL LEADING ESTATE AGENCY GROUP? If you answered YES to any of the above then we really want to hear from you... MORTGAGE CONSULTANT - £16K TO £40K OTE SEQUENCE are part of one of the UKs leading Estate Agency groups being part of the Connells Group with over 480 High Street Branches and trade under several well known High Street brands including BARNARD MARCUS, WILLIAM H BROWN, BROWN MERRY, FOX SONS and ALLEN HARRIS We are looking to recruit a Mortgage Consultant to with our successful mortgage services team in Hertfordshire The Mortgage Consultant role would suit someone with drive, determination, enthusiasm and a will to win. Someone that can not only sell but can also offer an unwavering high level of customer service. Whether you are CEMAP qualified or not this is a unique opportunity to either further your career or to start an exciting new one with plenty of opportunity. Within the role of Mortgage Advisor , customer service is provided at the highest level and you will need to demonstrate a confident yet approachable manner with good communication. You will also need to be a driver and car owner. Why not check out our websites www.connellsgroup.co.uk and www.sequencehome.co.uk 16000.0000 Speciality: Mortgages - Other. Location: Hertfordshire, South East England Tue, 21 May 2013 03:11:35 +0100 http://www.workcircle.co.uk/click?j=145833427&from=feed http://www.workcircle.co.uk/click?j=145833427 Mortgage Adviser, Hertfordshire ,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: Hertfordshire, South East England Tue, 21 May 2013 03:05:40 +0100 http://www.workcircle.co.uk/click?j=145833051&from=feed http://www.workcircle.co.uk/click?j=145833051 Ref: 1297 Job Title Sales Support Location Hertfordshire Salary £24,000 Opportunity: This role will involve providing all manner of support to a successful IFA. The role is varied and will include product analysis, client liaison and correspondence, obtaining illustrations, drafting review letters and co-ordinating investment switches. Environment: A fantastic opportunity to join a respected and well-established firm working for one of the key directors. Essential: Must have relevant experienced gained within an IFA firm and be approaching Diploma qualification. A good working knowledge of 1st and a good telephone manner are also required. Desired: The wish to develop you paraplanning experience in a growing organisation. 20000.0000 Speciality: Sales Support. Location: Hertfordshire, South East England Tue, 21 May 2013 03:05:28 +0100 http://www.workcircle.co.uk/click?j=145832658&from=feed http://www.workcircle.co.uk/click?j=145832658 An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in preparing client reports with consultants You must be working towards gaining diploma if not already have it and have experience of working in a fee based IFA environment. £28,000 basic salary Working hours Monday - Friday 9am - 5pm Usual benefits - 25-days leave, pension, PHI, Death in Service Please send your CV's across and start your new career today! If we do not come back to you within 3 working days unfortunately your application has been unsuccessful 28000.0000 Speciality: Paraplanning. Location: Hemel Hempstead, Hertfordshire Tue, 21 May 2013 03:05:14 +0100 http://www.workcircle.co.uk/click?j=145832260&from=feed http://www.workcircle.co.uk/click?j=145832260 Paraplanner Greater London circa. £30,000-£45,000 I am currently looking to recruit for a Paraplanner role to be based in heart of Hertfordshire for a successful IFA. My client is an established and highly successful IFA based in Hemel Hempstead and due to company expansion is looking for an experienced Paraplanner to join the business. This is a very unique and exciting opportunity. You would need to have at least two-three years experience of working as a Paraplanner. You would need to be qualified to Diploma level as a minimum. My client is looking for somebody that enjoys the back office dynamic to working in Financial Planning and somebody that is creative. Ideally my client is looking for somebody that could look to join the business and implement their own systems procedures and take ownership of this. The systems that my client is currently looking to use are Avelo, Yoyant Morningtsar. If you had exposure to these systems this would be desirable. My client is looking to pay a competitive salary of between £30,000 - £45,000 and would look to award bonuses on top. This is an exiting opportunity to become an integral part to a growing IFA and grow your career as the business looks to expand. If this job is of interest then please look to send your CV through to or call: for more information. 0.0000 Speciality: Loans - Other. Location: Hemel Hempstead, Hertfordshire Tue, 21 May 2013 03:04:59 +0100 http://www.workcircle.co.uk/click?j=145832100&from=feed http://www.workcircle.co.uk/click?j=145832100 Our client is a very successful and established Accountancy firm in Hertfordshire with a great IFA division They are totally RDR ready and have been working to a fee structure for the last year They have an urgent need for an experienced and successful IFA with minimum full Level 4 diploma and a strong understanding of the fee charging culture There is a great strong client base and 5 established Partners Basics circa £40K plus mileage and bonus and very standard working hours Full details on request Please call Jason Webber on my mobile to discuss at Astral Recruitment part of verridian plc 40000.0000 Speciality: Independent Financial Advisor. Location: Stevenage, Hertfordshire Tue, 21 May 2013 03:04:54 +0100 http://www.workcircle.co.uk/click?j=145832096&from=feed http://www.workcircle.co.uk/click?j=145832096 A highly respected Chartered Accountancy firm seeks a Diploma qualified Financial Advisor to join the group to continue managing a bank of HNW clients which are already in place. Based in their Royston office you will provide a full independent financial planning service to the practices HNW clients. Requirements: You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, coupled with your ability to encourage and motivate others will underpin your drive to build new and existing business with clients, securing strong relationships at all levels. Demonstrable record of high sales success Proven knowledge of FSA regulations and all codes relevant to the business to ensure compliance at all times Ability to identify and manage sales opportunities through an understanding of products, funds, markets and relevant financial instruments Knowledge of and capability to proactively communicate with team and clients Independent, forward thinking and influential individual that can demonstrate a hands on approach Ability to generate business from new and existing clients and to develop and maintain strong relationships Client generation through accountancy sources Demonstrate extensive knowledge of advanced financial planning. Dealt extensively with private clients Suitable candidates for this role will have a successful track record over a period of time with high levels of fee and commission income. Candidates will ideally be Diploma qualified or working towards this, and have the desire to achieve Chartered Financial Planner status. A transferable client bank is not essential for the successful candidate. This is a fantastic opportunity with a great basic salary, commission structure and benefit package. If you would like to apply for this vacancy, please contact Ella Fouchard 30000.0000 Speciality: Independent Financial Advisor. Location: Royston, Hertfordshire Tue, 21 May 2013 03:04:54 +0100 http://www.workcircle.co.uk/click?j=145832103&from=feed http://www.workcircle.co.uk/click?j=145832103 Our client is a very successful and established Accountancy firm in Hertfordshire with a great IFA division They are totally RDR ready and have been working to a fee structure for the last year They have an urgent need for an experienced and successful IFA with minimum full Level 4 diploma and a strong understanding of the fee charging culture There is a great strong client base and 5 established Partners Basics circa £40K plus mileage and bonus and very standard working hours Full details on request Please call Jason Webber on my mobile to discuss at Astral Recruitment part of verridian plc 40000.0000 Speciality: Independent Financial Advisor. Location: Royston, Hertfordshire Tue, 21 May 2013 03:04:54 +0100 http://www.workcircle.co.uk/click?j=145832098&from=feed http://www.workcircle.co.uk/click?j=145832098 Our client is a very successful and established Accountancy firm in Hertfordshire with a great IFA division They are totally RDR ready and have been working to a fee structure for the last year They have an urgent need for an experienced and successful IFA with minimum full Level 4 diploma and a strong understanding of the fee charging culture There is a great strong client base and 5 established Partners Basics circa £40K plus mileage and bonus and very standard working hours Full details on request Please call Jason Webber on my mobile to discuss at Astral Recruitment part of verridian plc 40000.0000 Speciality: Independent Financial Advisor. Location: Bishop's Stortford, Hertfordshire Tue, 21 May 2013 03:04:54 +0100 http://www.workcircle.co.uk/click?j=145831931&from=feed http://www.workcircle.co.uk/click?j=145831931 A successful IFA practice requires a Paraplanner to provide operational and analytical support to a Director. This role deals with both potential new clients and a strong existing client base. You should have a very good telephone manner and be able to work to tight deadlines. You will need to demonstrate a strong working knowledge of Avelo, Exchange and Microsoft Office. The ideal candidate will be Diploma qualified or currently qualifying to Diploma level. Main Duties: - Provide analytical support to Wesley when producing proposals to both new and - existing clients - Assist Wesley with product analysis in order to help in drafting reports to clients - Contact the potential new clients by phone in a timely manner to check that their report has been received, provide clarification of any factual issues, and progress to a second appointment for the adviser - Obtain illustrations and prepare a file for Wesley prior to any subsequent meeting. This will include a copy or the recommendation letter, illustrations, documentation or application forms when appropriate - Prepare draft responses to client correspondence on behalf of Wesley via email or letter - Draft client review letters for existing client Portfolios on an annual basis - Deal with general client queries via telephone/email or post when required - Co-ordinate switches for existing clients investments when required - Prepare completed client files in readiness for scanning If you would like to apply for this vacancy, please contact Kerry Stephens 22000.0000 Speciality: Paraplanning. Location: Welwyn, Hertfordshire Tue, 21 May 2013 03:04:47 +0100 http://www.workcircle.co.uk/click?j=145831902&from=feed http://www.workcircle.co.uk/click?j=145831902 My client is a successful firm of Independent Financial Advisors who have been running for over 25 years. Due to their growth they are flexible to take on Employed or Self employed IFA’s to work in their prestigious office in Hertfordshire. They are a well established growing company currently servicing HNW Clients across South East England. They have a loyal client bank and advise in both corporate and private markets. They are recruiting for an individual who has experience of advising to HNW clients on the full spectrum of financial services products. My client has a very strong connection in the corporate market and can provide leads. Someone who can bring their own sufficient client bank will be preferred, however this is not essential as they have a number of current IFA’s who have joined with purely a strong business plan in place. My client encourages a share culture, where everyone plays their part and has a positive effect on business. This runs through to the Director, who is extremely hands on and is writing high levels of business himself along with his team. On offer is a generous basic salary or competitive business splits dependant on what you can bring to the company. This is a fantastic opportunity to join a rapidly expanding company and one who will support your career in both earning but also personal development. For more information on this and other roles we’re recruiting for please contact RecruitUK today quoting 348 0.0000 Speciality: Independent Financial Advisor. Location: Barnet, Hertfordshire Tue, 21 May 2013 03:04:45 +0100 http://www.workcircle.co.uk/click?j=145831844&from=feed http://www.workcircle.co.uk/click?j=145831844 We are currently working alongside an established IFA firm in Hertfordshire who are seeking an experienced and qualified IFA to join their team on a self employed basis. Our client has over 25 Year’s experience of advising on long-term investments and they currently service over £25m in funds under management for their clients. Whilst retaining complete independence, they also work closely with major investment companies to improve the opportunities offered to clients. Our client’s growth and reputation has been driven by their advisers and 90% of new clients come from word of mouth recommendations. They have generated an extensive database of clients which is available for all IFA’s in the firm to work from, and many have had success purely working from this. However, IFA’s with an existing client bank will be advantageous and transferred clients will have a smooth transition. They have very mature and professional offices split over 2 locations with no micromanagement and a relaxed yet active atmosphere. This is an attractive opportunity for any IFA who is seeking a firm who can offer warm leads whilst offering generous business splits and no hidden costs. If you would like to discuss this opportunity in more detail, please contact RecruitUK quoting 397 30000.0000 Speciality: Independent Financial Advisor. Location: Cheshunt, Hertfordshire Tue, 21 May 2013 03:04:44 +0100 http://www.workcircle.co.uk/click?j=145831845&from=feed http://www.workcircle.co.uk/click?j=145831845 We are currently working alongside an established IFA firm in Hertfordshire who are seeking an experienced and qualified IFA to join their team on a self employed basis. Our client has over 25 Year’s experience of advising on long-term investments and they currently service over £25m in funds under management for their clients. Whilst retaining complete independence, they also work closely with major investment companies to improve the opportunities offered to clients. Our client’s growth and reputation has been driven by their advisers and 90% of new clients come from word of mouth recommendations. They have generated an extensive database of clients which is available for all IFA’s in the firm to work from, and many have had success purely working from this. However, IFA’s with an existing client bank will be advantageous and transferred clients will have a smooth transition. They have very mature and professional offices split over 2 locations with no micromanagement and a relaxed yet active atmosphere. This is an attractive opportunity for any IFA who is seeking a firm who can offer warm leads whilst offering generous business splits and no hidden costs. If you would like to discuss this opportunity in more detail, please contact RecruitUK quoting 397 30000.0000 Speciality: Independent Financial Advisor. Location: Watford, Hertfordshire Tue, 21 May 2013 03:04:44 +0100 http://www.workcircle.co.uk/click?j=148398200&from=feed http://www.workcircle.co.uk/click?j=148398200 Are you a proven Paraplanner looking to work for a well established and renowned IFA practice in Hertfordshire? Well this is an excellent opportunity for you. In this role you will be directly supporting an IFA, who has his own client bank, with a number of duties, including analysing data and using research tools to provide solutions to meet client needs and objectives writing your recommendations via suitability letters, client specific illustrations and key feature documents. You will act as the link between the administration team and the adviser, as well as ensuring that all client files are compliant on an ongoing basis. You will need to have a proven track record of providing paraplanning support to an IFA and should be Diploma Level 4 qualified, or at least working towards it. A working knowledge of Avelo Adviser Office would also be advantageous. Team fit is also important for the client you will need to have an affable personality and great sense of humour. A flexible, positive attitude, with a strong work ethic is also required. In particular, you will need to relish the opportunity to build an extremely close working relationship with the IFA and be someone whom the adviser can depend upon to provide him with total support, undertaking all tasks required with enthusiasm and good humour. This is a superb opportunity to join a successful, forward thinking company, where your contribution will have a significant and identifiable impact on the overall achievements of the company. An attractive remuneration package includes basic salary, according to experience qualifications, plus benefits. Do not miss out, APPLY NOW! - 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. 28000.0000 Speciality: Paraplanning. Location: Hertfordshire, South East England Tue, 21 May 2013 02:48:26 +0100 http://www.workcircle.co.uk/click?j=146843289&from=feed http://www.workcircle.co.uk/click?j=146843289 Ref: 1430 Paraplanner Hertfordshire £dependent on experience This small, forward thinking IFA firm are currently seeking an additional paraplanner as an addition to their team. The purpose of the role will be to support the IFAs and provide the highest level of service to the clients. Responsibilities will include assisting client and team members with technical queries, attending client meetings as necessary, preparation of suitability letters and reports, product research and assisting with annual client reviews. Applicants must have a minimum of FPC/CFP qualification and be working towards the Diploma in Financial Planning, and have previous experience within an IFA environment. 0.0000 Speciality: Paraplanning. Location: Hertfordshire, South East England Tue, 21 May 2013 02:47:50 +0100 http://www.workcircle.co.uk/click?j=148913736&from=feed http://www.workcircle.co.uk/click?j=148913736 We are looking for a Trainee Paraplanner to join an Investment Management company in Hertfordshire. This role will provide analytical and operational support to a company Director. Main Duties: Answering the telephone, helping with 'own’ client bank queries, passing calls on / taking messages for non-client bank queries if they cannot be easily resolved over the phone. Follow-up calls for reports that have been sent out to potential and existing clients Contacting providers to get policy specific information for clients and potential clients Preparing New Business files to pass to Portfolio Admin Dept - checking apps, cheques, illustrations are correct. Checking final quotes on annuity life policies and pensions, referring to client if necessary Checking new business Client File once investments are placed Preparing file for scanning Maintain annual client review process - review portfolios, write letters, update activity manager Write compliant new business reports from information provided by advisor Prepare information for existing client meetings - relevant info from paper file (previous meeting notes etc), portfolio printout, portfolio breakdown Prepare information required for Discretionary Portfolio Reviews, prepare file for new business, complete transaction file notes, check changes completed correctly For mass switches of funds - prepare relevant research on portfolios, write letters / prepare discretionary switches. Requirements: Familiarity with Word, Excel, Outlook and other relevant software Continued Professional Development - Examinations, updates to legislation, technical workshops, market news, industry news Understand company processes and procedures Keep up to date with Money Laundering, Bribery and Data Protection requirements If you would like to apply for this vacancy, please contact Kerry Stephens 22000.0000 Speciality: Paraplanning. Location: Hertfordshire, South East England Sat, 18 May 2013 03:29:51 +0100 http://www.workcircle.co.uk/click?j=135975369&from=feed http://www.workcircle.co.uk/click?j=135975369 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within theirWatford, Hertfordshirebranch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £25,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Sat, 18 May 2013 03:19:47 +0100 http://www.workcircle.co.uk/click?j=135975091&from=feed http://www.workcircle.co.uk/click?j=135975091 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within theirWatford, Hertfordshirebranch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £25,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Sat, 18 May 2013 03:19:38 +0100 http://www.workcircle.co.uk/click?j=135975092&from=feed http://www.workcircle.co.uk/click?j=135975092 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within theirWatford, Hertfordshirebranch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £25,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Sat, 18 May 2013 03:19:38 +0100 http://www.workcircle.co.uk/click?j=131345463&from=feed http://www.workcircle.co.uk/click?j=131345463 Position: IFA Location: Hertfordshire Salary: £30,000 - £40,000 benefits Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke advice to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management. This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered Duties: Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures Develop new business opportunities from your existing Clients, introducers and referrals Skills: Expert knowledge of pensions and investments with an excellent understanding of the industry An established Financial Planning history with a successful track record in working with HNW Clients and professionals Experience in providing a fully holistic advice to clients with excellent people skills Background in Wealth Management Qualifications: Full Financial Planning Certificate (or equivalent) is essential AFPC qualified (or equivalent) is essential Achieved Chartered/Certified Planner status (or close to achieving) At least 5 years' experience giving advice 30000.0000 Speciality: Independent Financial Advisor. Location: Hertford, Hertfordshire Sat, 18 May 2013 03:11:10 +0100 http://www.workcircle.co.uk/click?j=147320488&from=feed http://www.workcircle.co.uk/click?j=147320488 Spire Healthcare is the second largest provider of private healthcare in the UK with 38 hospitals employing 7,600 staff and treating 930,000 patients each year. The hospitals provide a wide range of services, from diagnostic and routine investigations, to more complex surgery. Spire's commitment is to clinical excellence, patient safety and infection control. Spire Bushey Hospital offers comprehensive private hospital services to patients from Hertfordshire, North London and surrounding areas. Main responsibilities: We are looking to recruit a Finance and Commercial Manager to support the hospital in achieving its business objectives. In the role of Finance and Commercial Manager, you will be an integral part of the Senior Management Team, producing monthly accounts, forecasts, benchmarking and annual operating plans in order to safeguard assets and deliver increased profitability. Working closely with Heads of Departments and Consultants as a change leader, you will ensure pricing is robust and profitable and challenge colleagues to deliver cost improvements where required. Your aim will be to ensure the delivery of business objectives through promoting commercial and financial awareness across the hospital team and ensuring decisions are financially sound. Working with support from wider Finance, Commercial and Compliance teams, you will be expected to share best practice, attend regular meetings and maintain knowledge of current financial standards. You will need to be commercially astute, as you will take responsibility for all hospital contracts from negotiation to completion. You will have support from the Business Administration team. Working hours: 37.5 hours, but as this is a senior role it will require hours to fulfil your responsibilities. Location: Spire Bushey Hospital based but occasional travel to Head Office (Central London Reading) along with other hospital sites around the UK. Salary: Dependent on experience We commit to our employees well-being through training, support and reward. We offer employees a market competitive basic salary and bonus opportunity as well as a comprehensive benefits package which includes contributory pension scheme, life assurance, private medical cover, wellness screening, eyesight tests, childcare vouchers, cycle to work gym membership, transport season ticket loans and a motivating workplace environment. Who we are looking for: To be our ideal candidate you will be a qualified accountant, ideally with experience in the health care sector, but what’s more important is that you are adept at translating robust financial analysis into meaningful and practical recommendations to drive profitability. Your communication and interpersonal skills should be second to none, with the ability to influence the key players and challenge others constructively to champion change. In order to deliver in this role, you will need excellent time management and organisational skills. You will be able to demonstrate a track record of making business decisions with significant financial impact underpinned by sound commercial judgement. Qualifications Training: Qualified accountant, cost accounting/bench marking. Experience: - Preferably some experience in healthcare, but not essential. - Experience of managing teams in a complex environment. - Experience at Senior Management level to support strategic development of the business and a track record of making business decisions with significant financial impact. Knowledge and Technical Ability: - PC literate. Fully conversant with Hyperion, XL3 and MS Office products. - Ability to interpret financial and operating data and identify value drivers. - Ability to prepare budgets and produce monthly and annual management accounts. Behaviours: Able to build trust and confidence at all levels. Other: A can do attitude. All applications for this vacancy should be received by: 15th May 2013 This vacancy is exempt from the Rehabilitation of Offenders Act 1974 which means that all convictions, cautions, reprimands and warnings on your criminal record need to be disclosed. An enhanced disclosure from the Disclo 0.0000 Speciality: Other Financial Services. Location: Bushey Heath, Hertfordshire Sat, 18 May 2013 02:59:12 +0100 http://www.workcircle.co.uk/click?j=146512431&from=feed http://www.workcircle.co.uk/click?j=146512431 Our client is a very successful and established Accountancy firm in Hertfordshire with a great IFA division They are totally RDR ready and have been working to a fee structure for the last year They have an urgent need for an experienced and successful IFA with minimum full Level 4 diploma and a strong understanding of the fee charging culture There is a great strong client base and 5 established Partners Basics circa £40K plus mileage and bonus and very standard working hours Full details on request Please call Jason Webber on my mobile to discuss at Astral Recruitment part of verridian plc 40000.0000 Speciality: Independent Financial Advisor. Location: Royston, Hertfordshire Sat, 18 May 2013 02:42:51 +0100 http://www.workcircle.co.uk/click?j=146512433&from=feed http://www.workcircle.co.uk/click?j=146512433 Our client is a very successful and established Accountancy firm in Hertfordshire with a great IFA division They are totally RDR ready and have been working to a fee structure for the last year They have an urgent need for an experienced and successful IFA with minimum full Level 4 diploma and a strong understanding of the fee charging culture There is a great strong client base and 5 established Partners Basics circa £40K plus mileage and bonus and very standard working hours Full details on request Please call Jason Webber on my mobile to discuss at Astral Recruitment part of verridian plc 40000.0000 Speciality: Independent Financial Advisor. Location: Stevenage, Hertfordshire Sat, 18 May 2013 02:42:51 +0100 http://www.workcircle.co.uk/click?j=131205159&from=feed http://www.workcircle.co.uk/click?j=131205159 An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in preparing client reports with consultants You must be working towards gaining diploma if not already have it and have experience of working in a fee based IFA environment. £35,000 basic salary Working hours Monday - Friday 9am - 5pm Usual benefits - 25-days leave, pension, PHI, Death in Service Please send your CV's across and start your new career today! If we do not come back to you within 3 working days unfortunately your application has been unsuccessful 35000.0000 Speciality: Paraplanning. Location: Hemel Hempstead, Hertfordshire Fri, 17 May 2013 13:31:23 +0100 http://www.workcircle.co.uk/click?j=131203339&from=feed http://www.workcircle.co.uk/click?j=131203339 With offices in Surrey and Hertfordshire, this well established IFA practice has been providing financial planning services since the mid-1990s. Due to an ongoing acquisition plan and the upcoming retiring of a senior IFA, they are in a position to supply leads and clients on an ongoing basis. Applicants will need to be experienced, good quality IFAs who have been generating a minimum of £50,000 per annum, although the preference is for individuals who are much more established. It is expected that those candidates will be able to carry on working with their own client base whilst new leads are being converted, but it is an opportunity whereby a good level of assistance can be provided in the generation of clients through the acquisition campaign. With the RDR fast approaching Diploma status is desirable, although the company are happy to consider those individuals who have committed to taking the relevant exams, with the greater emphasis at present on experience. The company offer self-employed contracts with splits on an adviser’s own business as high as 85% although there is a monthly desk charge to consider. They will also pay competitive rates on business written from provided leads. With the company running a paperless office and having offices throughout the South East, applications are welcome from advisers throughout the region. 30000.0000 Speciality: Independent Financial Advisor. Location: Hitchin, Hertfordshire Fri, 17 May 2013 13:30:57 +0100 http://www.workcircle.co.uk/click?j=131200402&from=feed http://www.workcircle.co.uk/click?j=131200402 BDM / Wealth Manager Hertfordshire/ City of London Attractive salary benefits and bonus My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienced business development manager to market the company’s investment proposition to professional intermediaries such as legal firms and accounts trustees etc.. You should be well qualified, experienced and used to working in a financial services operation. You will need to develop new and existing professional connections with a view to producing a long term sustainable revenue stream. You will be fully supported by a knowledgeable and experienced back office team, utilising robust systems and up to the minute technology. You should be enthusiastic and aiming to realise your potential in a fee driven firm and enjoy working with in a team environment. You should be Diploma qualified and have or working towards chartered and have retail financial background in intermediary development experience. Ref: 4365 33000.0000 Speciality: Business Development Manager. Location: Hertfordshire, South East England Fri, 17 May 2013 13:30:12 +0100 http://www.workcircle.co.uk/click?j=147977060&from=feed http://www.workcircle.co.uk/click?j=147977060 Mortgage Sales Advisor Royston, Hertfordshire. Self employed with a very attractive commission structure. This sales role can be Office or Home based. Our client is looking for a confident sales person to join their team as a Mortgage Sales Advisor. You will need experience of liaising with clients and lenders for a variety mainstream and specialist markets. To succeed as a Mortgage Sales Advisor: You need to have a good working knowledge of the whole process from application through to offer and completion. You should be able to offer a high level of client care and demonstrate excellent communication skills. You should also be able to work individually and as part of a team and build strong relationships with the various clients. You need to provide a quality compliant and efficient mortgage advice service to our clients at all times. You need to ensure that their expectations are managed throughout the sales process and their outcome is a positive experience. You must have previously succeeded in a sales role. You must be able to work well with sales targets. You must have a clear understanding of the whole sales process Opening sales through to closing sales. You must have excellent communication skills. You must be able to establish courteous relationships with all clients. You must be able to work well within your sales team. You need to be aware of the potential for additional sales and cross sales. In return for your sales knowledge the company offer a fabulous Commission Structure: You will receive 80% commission from all sources of income produced, be it Mortgage, Protection, G I, Solicitors, Wills, etc. You get 80% on all cases that they produce, 70% on anything which is a lead or from the existing client bank or from one of our Introducers. 0.0000 Speciality: Mortgage Advisor. Location: Royston, Hertfordshire Fri, 17 May 2013 03:03:47 +0100 http://www.workcircle.co.uk/click?j=148792063&from=feed http://www.workcircle.co.uk/click?j=148792063 A firm of Independent Financial Advisers are looking for an IFA Administrator to join their headquarters in Hertfordshire. We are looking for an individual who comes from an IFA background and has knowledge of dealing with post sales tasks including suitability letters, new business administration, chasing lenders and liaising with clients. You will be assisting a back office team with the processing of new business from both corporate and personal clients. If you would like to apply for this vacancy, please contact Kerry Stephens 20000.0000 Speciality: Sales Support. Location: Bushey, Hertfordshire Fri, 17 May 2013 03:02:50 +0100 http://www.workcircle.co.uk/click?j=142970631&from=feed http://www.workcircle.co.uk/click?j=142970631 One of Hertfordshire's leading Estate Agents have an opportunity for a Cemap Qualified Mortgage Advisor to join one of their highly established offices. The Role In Brief: - To secure and carry out appointments. - Maximise Sales of Mortgages and other related products. - To offer a full Advice and Recommendation service to all customers buying or selling their home. - To conduct a full and detailed assessment of every customer’s mortgage and protection needs. - To offer face to face and telephone based advice for customers buying or selling a property. - To source mortgages from a large lender panel thereby giving clients the best possible choice of products - To offer protection advice relating to key insurance risk areas such as Critical Illness, Redundancy etc. - To work closely with the team to motivate them to generate appointments. Ideal Candidate: - Must be fully Cemap Qualified. - Have a proven track record. - Previous experience in being based in an Estate Agency. - Whole of market experience - A team player. - Strong communication and organisational skills. - Target driven with a self-motivated attitude. This is an excellent opportunity to join this well placed and established company that offer true earning potential. 45000.0000 Speciality: Mortgage Advisor. Location: Berkhamsted, Hertfordshire Fri, 17 May 2013 02:53:00 +0100 http://www.workcircle.co.uk/click?j=142970629&from=feed http://www.workcircle.co.uk/click?j=142970629 One of Hertfordshire's leading Estate Agents have an opportunity for a Cemap Qualified Mortgage Advisor to join one of their highly established offices. The Role In Brief: - To secure and carry out appointments. - Maximise Sales of Mortgages and other related products. - To offer a full Advice and Recommendation service to all customers buying or selling their home. - To conduct a full and detailed assessment of every customer’s mortgage and protection needs. - To offer face to face and telephone based advice for customers buying or selling a property. - To source mortgages from a large lender panel thereby giving clients the best possible choice of products - To offer protection advice relating to key insurance risk areas such as Critical Illness, Redundancy etc. - To work closely with the team to motivate them to generate appointments. Ideal Candidate: - Must be fully Cemap Qualified. - Have a proven track record. - Previous experience in being based in an Estate Agency. - Whole of market experience - A team player. - Strong communication and organisational skills. - Target driven with a self-motivated attitude. This is an excellent opportunity to join this well placed and established company that offer true earning potential. 45000.0000 Speciality: Mortgage Advisor. Location: St. Albans, Hertfordshire Fri, 17 May 2013 02:53:00 +0100 http://www.workcircle.co.uk/click?j=141227116&from=feed http://www.workcircle.co.uk/click?j=141227116 Ref: 1389 Paraplanner Hertfordshire / Essex Boarders c. £30,000 neg This financial planning and discretionary management company is seeking a paraplanner to join a small team offering a broad range of advice to HNW clients. Responsibilities will include preparing valuations, recommendations and preparing the advisers for meetings. The role requires previous experience of financial advising either in a paraplanning or an advising role, achievement of CFP, ideally working towards the Diploma and ideally a knowledge of 1st Software. There is the possibility of advancement to an advisory role in the future. A bonus scheme is on offer, alongisde a supportive working environment. 27000.0000 Speciality: Paraplanning. Location: Hertfordshire, South East England Fri, 05 Apr 2013 02:55:32 +0100 http://www.workcircle.co.uk/click?j=147067924&from=feed http://www.workcircle.co.uk/click?j=147067924 Our client is a firm of experienced Chartered Financial Planners, who provide independent financial advice, planning and guidance to individuals and corporate clients. In an ever changing financial environment, our client is seeking a professional and experienced IFA to join their team on self employed terms. You will be a successful individual who is qualified to chartered level or will be close to obtaining. You will have a proven level of written business and an existing client bank, on which you would like to expand. While the company can provide a few leads from their corporate connections and the various promotions they run, it will be down to you to build up your client bank, so a hunter approach is essential. There is a high level of decorum that comes with working with this firm and you will bring a high degree of excellence to the company and a passion for developing a range of professional connections and introducers. In return for your business you will be rewarded with generous business splits of 60/40. Our client provides an excellent back office team, including paraplanner and training support all within a highly professional and modern office, allowing you more time to do what you do best. So if you would like to join a supportive team of professional advisers then this could be the ideal proposition for you. If you would like to express your interest in this role, please contact Sam at RecruitUK quaoting 380 or apply via the link 0.0000 Speciality: Independent Financial Advisor. Location: Radlett, Hertfordshire Thu, 23 May 2013 03:14:54 +0100 http://www.workcircle.co.uk/click?j=147824797&from=feed http://www.workcircle.co.uk/click?j=147824797 An immediate start for an IFA Administrator has arisen to join an established Financial Services organisation based in Cambridge. Candidates will be required to obtain valuations for existing clients, quotations on new business, writing suitability reports, answering the telephone and offering comprehensive administrative support. You will also assist with fund and product provider research. You will use Avelo/ First Software on a day to day basis and handle pensions, investment and protection processing and administration. This is a fantastic opportunity to support a newly appoint Advisor. 18000.0000 Speciality: Sales Support. Location: Royston, Hertfordshire Thu, 23 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=147824743&from=feed http://www.workcircle.co.uk/click?j=147824743 Woolwich Mortgage Advisor - CeMAP qualified We have opportunities in this role in Welwyn Garden City. The ideal home for mortgage experts We offer a wide range of highly competitive mortgages under the famous and trusted Woolwich brand. And the quality of careers we offer is just as high. Join our team and you'll help customers from all walks of life find the right mortgage solution with a minimum of fuss - whether they're buying for the first time, looking for their next step on the property ladder or investing in the property market. What you'll give our customers As a Mortgage Advisor, you'll be responsible for every aspect of the mortgage process - advising customers on the right mortgage product, processing the transaction and resolving any issues along the way. Depending on the customer's needs, you'll also offer related products such as life insurance, mortgage protection and home insurance. And you'll do all this to both the latest compliance requirements and our own rigorous standards of quality and customer care. Importantly, you won't work in isolation. Our retail revolution is based on treating every customer's finances as a whole, so you'll work hand-in-hand with branch teams to provide a seamless, integrated banking service. What you'll get in return Help our customers get the best that Barclays has to offer, and you'll get the same in return. We're not just talking about valuable benefits like great bonus potential, private healthcare, childcare savings, and a huge range of employee discounts. You'll also enjoy a unique company spirit that believes in giving people the freedom to do a great job today, and the support to reach their biggest ambitions in the future. What you'll need The success of everyone at Barclays is measured by their ability to put our customers at the centre of their day. To do that in this role, you'll need to be fully CeMAP qualified with Registered Mortgage Advisor status and proven experience in a similar role. Naturally, we'll also expect an in-depth knowledge of mortgage and related products, as well as the relevant regulations and legislation. And, while we'll give you all the freedom, tools and support you need to succeed, your success will ultimately be down to you. So, a healthy measure of self-motivation, influencing skills and passion for doing the right thing for customers will prove invaluable. We'll judge you on your ability and nothing else. Careers built around customers. On the move? Download our jobs app 'Barclays Jobs' 0.0000 Speciality: Mortgage Advisor. Location: Welwyn Garden City, Hertfordshire Thu, 23 May 2013 02:55:32 +0100 http://www.workcircle.co.uk/click?j=148639320&from=feed http://www.workcircle.co.uk/click?j=148639320 Our client, a global bank, has an opportunity for an experienced Mortgage Advisor. There is a salary of £25,000 to £30,000, a £1,670 per annum area allowance and a comprehensive bonus and benefits package. To be considered you will need to: - Be an experienced CeMAP ( or equivalent) qualified Mortgage Adviser - Have a stable and progressive career history - Have a provable track record of success NB: IF YOU ARE ALREADY REGISTERED WITH INTEGRITY RESOURCE SOLUTIONS PLEASE CONTACT YOUR CONSULTANT DIRECT. HE/SHE WILL BE ABLE TO ASSIST YOU. 26670.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Thu, 23 May 2013 02:47:27 +0100 http://www.workcircle.co.uk/click?j=148639284&from=feed http://www.workcircle.co.uk/click?j=148639284 One of the worlds leading High Street Banks has an opportunity for an experienced Mortgage Adviser to join their Branch in Welwyn Garden City. Do you want to be part of a successful team working together to increase customer satisfaction? Working in a retail branch, you will meet with new and existing customers, and review their mortgage and protection needs making recommendations whilst providing top class customer service. No day will be the same you will have walk in appointments, pre-qualified appointments and the opportunity to grow your business through prospecting current clients. Maintaining strong relationships with colleagues including Cashiers, Personal Bankers, Business Managers and Branch Managers, you will work as a team ensuring customers financial needs are covered. Mortgage Advisers can expect a basic salary of up to £30K with an exceptional range of benefits including location allowance, private healthcare, life insurance, childcare savings, employee discounts, quarterly bonus and a generous pension and an IPad. We are an equal opportunities employer. We welcome applications from candidates irrespective of gender, race, disability, sexual orientation, religion or belief or age. 25000.0000 Speciality: Mortgage Advisor. Location: Welwyn Garden City, Hertfordshire Thu, 23 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639264&from=feed http://www.workcircle.co.uk/click?j=148639264 We are working alongside an IFA firm based in St Albans who operate on a holistic level and they are seeking to expand their team with a self employed IFA. Our client has advisors that come from a variety of backgrounds so they are flexible on considering IFA’s or bancassurance advisers, however, they pride themselves on the level of service and advice they provide each client, so the successful IFA must share the same passion and not be focused purely on product pushing. Individuals who have clients to bring will be welcome, but it is not essential. Working for a firm like this brings many positives, including excellent commission splits, fantastic IT systems that enable advisers to work remotely, a professional and fun office environment and full support from a dedicated team, however the main attraction of this role is the excellent links with a firm of chartered accountants and other professionals ensuring good lead generation and the level of clients they can provide their IFA’s. They have 12 staff including advisers and paraplanners and they encourage a sharing and motivating environment where everyone is proactive and professional, yet is able to show their social side. This is a highly attractive proposition that would suit an IFA/Financial adviser who has a proven track record in building up their business but who is now seeking to join a firm that can offer a more rewarding working environment and a quality level of leads. To express your interest in this role or to discuss other opportunities we can offer, please contact Stuart Leaney at RecruitUK and quote 400 0.0000 Speciality: Independent Financial Advisor. Location: St. Albans, Hertfordshire Thu, 23 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639287&from=feed http://www.workcircle.co.uk/click?j=148639287 One of the worlds leading High Street Banks has an opportunity for an experienced Mortgage Adviser to join their Branch in Watford. Do you want to be part of a successful team working together to increase customer satisfaction? Working in a retail branch, you will meet with new and existing customers, and review their mortgage and protection needs making recommendations whilst providing top class customer service. No day will be the same you will have walk in appointments, pre-qualified appointments and the opportunity to grow your business through prospecting current clients. Maintaining strong relationships with colleagues including Cashiers, Personal Bankers, Business Managers and Branch Managers, you will work as a team ensuring customers financial needs are covered. Mortgage Advisers can expect a basic salary of up to £30K with an exceptional range of benefits including location allowance, private healthcare, life insurance, childcare savings, employee discounts, quarterly bonus and a generous pension and an IPad. We are an equal opportunities employer. We welcome applications from candidates irrespective of gender, race, disability, sexual orientation, religion or belief or age. 25000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Thu, 23 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639257&from=feed http://www.workcircle.co.uk/click?j=148639257 A new role has arisen within a medium sizedl IFA Practice in Borehamwood. They are looking for a Paraplanner, with experience of working within a whole of market IFA, due to a employee’s relocation. This company offers a friendly working environment, and they are fully RDR compliant. They would prefer a candidate who is already Dip PFS, although they will look at candidates who are working towards. This IFA Practice deals with pensons, investments and protection products. The company is happy to pay for further exams and can offer excellent opportunities for career progression. Your duties will include supporting one IFA with the full range of paraplanning duties, including report writing, suitability letters, product research, greeting clients, attending client meetings etc. 30000.0000 Speciality: Sales Support. Location: Borehamwood, Hertfordshire Thu, 23 May 2013 02:47:20 +0100 http://www.workcircle.co.uk/click?j=148639154&from=feed http://www.workcircle.co.uk/click?j=148639154 As a result of aggressive dynamic growth plans for 2013 we now have excellent opportunities across a variety of locations in the UK to work within our market leading Mortgage Broker Network business. Typically working from busy estate agent offices you will have access to a fantastic lead source with appointments and leads generated by the established sales teams in your respective offices. The remuneration for the roles will be commensurate with experience, and there are either self employed or employed roles available, however we anticipate that successful candidates will earn in the region of £30 - 40K pa once established, top earners are earning in the region of £50 - 70K!! Mortgage Advice Bureau (MAB) are a multi award winning mortgage broker the number 1 independent estate agency financial services provider in the UK. They are on target to arrange mortgage loans totalling around £5 billion in 2013, which equates to approximately 1 in 15 mortgages written in the intermediary market, no mean feat in a tough environment! As multi award winners in their industry sector you couldn’t be better placed to join in the success MAB have enjoyed and many of these awards have been won repeatedly, thereby proving consistency year in year out in 2010 and 2011 MAB was voted the UK's Best National Mortgage Broker by readers of What Mortgage magazine. In addition MAB has been a winner at the British Mortgage Awards in 2010, 2011 and 2012, has won Supplier of the Year at the ESTAS in 2011 and 2012 and Residential Mortgage Broker of the Year at the 2012 Negotiator awards. You will need to be CeMAP or equivalent qualified, with at least 12 months or more experience in whole of market mortgage broking and experience of working within the estate agency sector would be useful. This is an excellent opportunity for an experienced and ambitious Mortgage Adviser to join one of the country's best known mortgage broker brands which offers excellent earnings potential. 30000.0000 Speciality: Mortgage Advisor. Location: Hemel Hempstead, Hertfordshire Thu, 23 May 2013 02:47:17 +0100 http://www.workcircle.co.uk/click?j=148639109&from=feed http://www.workcircle.co.uk/click?j=148639109 Our client, a global bank, has an opportunity for an experienced Mortgage Advisor. There is a salary of £25,000 to £30,000, a £1,670 per annum area allowance and a comprehensive bonus and benefits package. To be considered you will need to: - Be an experienced CeMAP ( or equivalent) qualified Mortgage Adviser - Have a stable and progressive career history - Have a provable track record of success NB: IF YOU ARE ALREADY REGISTERED WITH INTEGRITY RESOURCE SOLUTIONS PLEASE CONTACT YOUR CONSULTANT DIRECT. HE/SHE WILL BE ABLE TO ASSIST YOU. 26670.0000 Speciality: Mortgage Advisor. Location: Welwyn Garden City, Hertfordshire Thu, 23 May 2013 02:47:16 +0100 http://www.workcircle.co.uk/click?j=141097176&from=feed http://www.workcircle.co.uk/click?j=141097176 Morris Jones Consulting Ref: K953200MBM Job Title: Trainee or Experienced Mortgage Broker - Cheshunt Salary: £18,000 - basic plus Car Allowance, OTE £35,000 Overview: A rare opportunity for a fully CeMAP qualified sales individual to join an established chain of estate agents as an in-house Mortgage broker in the Cheshunt area. Main Duties An excellent opportunity has arisen for a fully CeMAP (or equivalent) qualified sales individual to join an established estate agency chain in the Cheshunt area to work as an in-house Mortgage Broker. Our client is offering an opportunity to either an experienced Mortgage Broker or a Trainee Mortgage Broker providing the CeMAP qualification has been attained to work from one of the busy estate agencies in the Cheshunt area offering the new and existing client’s advice on Mortgages and Protection. Working closely with the Mortgage Sales Manager as well as the estate agency staff you will offer the clients advice on residential mortgages as well as protection products including life cover, critical illness, ASU and buildings and contents as well as referring any pension and investment business to the qualified financial advisers. Our client offers £18,000 basic plus a car allowance of £200 per month, 27.5% of the API for Life Cover, 10% Proc. Fee, 30% of the API for Buildings and Contents, £25 on solicitor referral and £50 for Pension and Investment referrals. Our Client: A well respected independently owned chain of Estate Agents that has been established for over 20 years and has now over 10 estate agency offices scattered in North and East London area. Our client has established a successful Mortgage Brokers as well as a Wealth Management team. Key Skills: Applications will only be considered from fully CeMAP, MAQ or CF1 and CF6 qualified individuals who also possess a face to face sales background and a clean credit history. Summary: This is an excellent opportunity for an experienced or trainee fully CeMAP, MAQ or CF1 and CF6 qualified individual to join an established firm of estate agents as a Mortgage Broker. Contact: Bryn McMillan Financial Services Specialist Morris Jones Consulting Job Vacancy, Mortgage Broker, Trainee Mortgage Broker, Mortgage Adviser, Trainee Mortgage Adviser, Life and Protection, East London, Job, Vacancy, Recruitment, Morris Jones, Bryn McMillan, Mortgage Broker, Mortgage Adviser, Mortgage Broker, Mortgage Adviser, Mortgage IFA, CeMAP, MAQ, CF1 and CF6, Estate Agency, ASU, Life Cover, Critical Illness, Mortgage Payment Protection, Regulated Mortgage Advice, Regulated Mortgage Broker, Cheshunt 18000.0000 Speciality: Mortgage Advisor. Location: Cheshunt, Hertfordshire Thu, 23 May 2013 02:46:23 +0100 http://www.workcircle.co.uk/click?j=149350324&from=feed http://www.workcircle.co.uk/click?j=149350324 Job Purpose Liaising and managing your own portfolio of Financial Management clients on all areas of their Financial Management Plan (FMP) whilst delivering the highest levels of customer service. To ensure that your clients make regular monthly payments to their accounts and ensuring that the arrangements set in place are maintained. RESPONSIBILITIES To conduct welcome calls to new clients within a set timeframe, the purpose of the call is to explain the FMP process and what your role is in the FMP. To manage a portfolio of around 700 clients and meet both the Company’s and clients expectations. To meet set cash collection targets and ensure that your clients do not fall into errors To keep terminated cases to minimum KPIs by handling client objections to retain them on the FMP To provide your clients with up to date and accurate information whilst offering ongoing support throughout their FMP via phone, text and email. To conduct annual reviews with your clients to assess whether there is a change in their financial situation To ensure that full and accurate case notes are updated onto debt solve within a timely manner To ensure that all diaries are kept to a minimum back log of two days To work as part of a team by ensuring that all clients receive excellent customer service. To be compliant with the data protection regulations at all times To carry out any other reasonable management requests KNOWLEDGE, SKILLS EXPERIENCE Minimum of 12 months experience within a target driven environment Ability to communicate and negotiate with clients in financial difficulties in a empathetic but controlled manner Computer Literate - experience of Word, Excel, Outlook A Team Player with a flexible approach Must be target driven Ability to work within a changeable environment, prioritising tasks and managing your own workload. 18000.0000 Speciality: Sales Support. Location: Watford, Hertfordshire Thu, 23 May 2013 02:28:15 +0100 http://www.workcircle.co.uk/click?j=149350341&from=feed http://www.workcircle.co.uk/click?j=149350341 Our clients are a small IFA with clients throughout the UK. Due to expansion they are now looking for an administrator to join their existing support team and provide administration support to the IFA’s. Duties will include checking paperwork before proposals are submitted, valuations, dealing with commission queries and admin support to assist in completing recommendation letters. Candidates must have some experience of office administration within any area of Financial services. CFP qualifications would be a distinct advantage and preferred although not mandatory. This is an excellent opportunity for candidates looking to start a career in financial services. - 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. 15000.0000 Speciality: Sales Support. Location: Hertfordshire, South East England Thu, 23 May 2013 02:28:15 +0100 http://www.workcircle.co.uk/click?j=146203015&from=feed http://www.workcircle.co.uk/click?j=146203015 Basic £20-26K OTE £30K We are recruiting for multiple underwriters to join an energetic and professional financial services company. You will be responsible for all interaction with our customers from initial contact and sale through to the packaging and completion of their secured loan application which includes underwriting the loan. No cold calling is involved, all queries from customers will be inbound. You will provide an excellent customer experience and adhere to compliance and process standards whilst working towards revenue generation targets. Hours are between 9am and 8pm, with a 6pm finish on Fridays and 1 in 4 Saturdays 10am-2pm. If you are looking for a busy, all round role with excellent scope to develop your career in underwriting in a targeted environment, apply today. Excellent benefits including healthcare, life assurance, pension, 21 days holiday. 20000.0000 Speciality: Loans Underwriter. Location: Watford, Hertfordshire Thu, 23 May 2013 02:19:01 +0100 http://www.workcircle.co.uk/click?j=146203014&from=feed http://www.workcircle.co.uk/click?j=146203014 Working within a professional high energy environment you will be responsible for initiating excellent contact levels using high quality leads generated by our business partners. You will then seek to qualify potential clients for a range of financial solutions. You will be the first point of contact for many of our customers. Duties will include: Accurately collecting information from the customer in order to assess their need and underwrite their application, verifying information where appropriate through the use of independent sources Search a panel of lenders to find the most suitable loan matching the customer’s needs and circumstances Sell the most appropriate secured loan and gain the customers commitment to proceed You will be working in a targeted outbound environment using leads from various sources. Hours are between 9am-8pm Mon-Thurs, finishing at 6pm on a Friday and 1 in 4 Saturdays 10am-2pm. Excellent benefits including healthcare, pension, life assurance and 21 days holiday. Excellent scope to progress a career within financial services due to extensive growth. 18000.0000 Speciality: Sales & Business Development. Location: Watford, Hertfordshire Thu, 23 May 2013 02:19:01 +0100 http://www.workcircle.co.uk/click?j=146202911&from=feed http://www.workcircle.co.uk/click?j=146202911 Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered Duties: Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures Develop new business opportunities from your existing Clients, introducers and referrals Skills: Expert knowledge of pensions and investments with an excellent understanding of the industry An established Financial Planning history with a successful track record in working with HNW Clients and professionals Experience in providing a fully holistic advice to clients with excellent people skills Background in Wealth Management Qualifications: Full Financial Planning Certificate (or equivalent) is essential AFPC qualified (or equivalent) is essential Achieved Chartered/Certified Planner status (or close to achieving) At least 5 years' experience giving advice 30000.0000 Speciality: Independent Financial Advisor. Location: Hertfordshire, South East England Thu, 23 May 2013 02:18:55 +0100 http://www.workcircle.co.uk/click?j=133724363&from=feed http://www.workcircle.co.uk/click?j=133724363 A great opportunity has become available to join one of the top Banks in the World in their prestigious IFA division You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is an All Leads provided culture with realistic hours strong benefits package and a National average income of £75K for all the advisers Basics to circa £40-50k plus large town allowance, company car, benefits package, 30 days holiday and strong commissions package Ideal candidate will have experience in Bancassurance/IFA and be Diploma qualified We have these roles together with Private Banking, Commercial Financial Planning, Wealth IFA, IFA and Bank Retail opportunities please call Jason Webber at Astral Recruitment Part of Verridian plc 45000.0000 Speciality: Independent Financial Advisor. Location: Stevenage, Hertfordshire Wed, 22 May 2013 03:33:53 +0100 http://www.workcircle.co.uk/click?j=141754825&from=feed http://www.workcircle.co.uk/click?j=141754825 An absolutely superb opportunity has arisen for one of the UK’s leading financial practices for an employed diploma qualified Independent Financial Advisor based in Hertford. You will provide holistic financial planning to prospective and existing clients in a compliant manner providing exceptional client service adhering to the FSA principles of TCF. You will need your own transferable clients however, some clients may be provided to you alongside a fantastic marketing package, seminars etc. and the backing of the largest truly independent financial practice in the UK backed by one of the largest European financial institutions. In return you will receive a superb salary, super low validation, plus high earning potential through a very competitive fee structure working alongside some of the countries finest financial services professionals Before thinking of making your next move as a professional advisor you will need to talk to this company. If you would like to apply for this vacancy, please contact Robert Pender 40000.0000 Speciality: Independent Financial Advisor. Location: Hertford, Hertfordshire Wed, 22 May 2013 03:17:06 +0100 http://www.workcircle.co.uk/click?j=148507284&from=feed http://www.workcircle.co.uk/click?j=148507284 Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly increasing their earning potential. Job Description Your role as a Mortgage Advisor, will be branch based in the Watford, Herts area, which is the ideal place in which to strike up a rapport with new and existing customers. As an in branch Mortgage Advisor, you’ll be responsible for all Mortgage and Associated Life Insurance and protection business within the branch, assisted with strong admin support and in some cases a Trainee to assist in conjunction with an extensive state of the art IT system. As with all bancassurance positions, your success will depend on how well you communicate with the branch staff, offering training, advice and support to maximise the referral process. Working within a recognised financial institution with an active database of clients and high levels of walk in business, will automatically supply you with a flow of quality leads for arranging appointments, assisted by a customer advisor. Person Specification My client is looking for an enthusiastic ambitious fully CeMap qualified (or equivalent) Mortgage Advisors who exceed their sales targets to write mortgage and protection business across the company’s diverse and competitive product range. If you are CeMap qualified (or equivalent), highly motivated, sales driven with a strong focus on customer service and building relationships with your clients and colleagues, this could be the opportunity for you. The ideal candidate with be offered a competitive basic salary of up to £32,000 plus additional bonuses. Your package will include 28 days holiday and the wide ranging company benefits package including Pension, Health Care and Profit Share Schemes. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 32000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:54 +0100 http://www.workcircle.co.uk/click?j=148507285&from=feed http://www.workcircle.co.uk/click?j=148507285 Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly increasing their earning potential. Job Description Your role as a Mortgage Advisor, will be branch based in the Watford, Herts area, which is the ideal place in which to strike up a rapport with new and existing customers. As an in branch Mortgage Advisor, you’ll be responsible for all Mortgage and Associated Life Insurance and protection business within the branch, assisted with strong admin support and in some cases a Trainee to assist in conjunction with an extensive state of the art IT system. As with all bancassurance positions, your success will depend on how well you communicate with the branch staff, offering training, advice and support to maximise the referral process. Working within a recognised financial institution with an active database of clients and high levels of walk in business, will automatically supply you with a flow of quality leads for arranging appointments, assisted by a customer advisor. Person Specification My client is looking for an enthusiastic ambitious fully CeMap qualified (or equivalent) Mortgage Advisors who exceed their sales targets to write mortgage and protection business across the company’s diverse and competitive product range. If you are CeMap qualified (or equivalent), highly motivated, sales driven with a strong focus on customer service and building relationships with your clients and colleagues, this could be the opportunity for you. The ideal candidate with be offered a competitive basic salary of up to £32,000 plus additional bonuses. Your package will include 28 days holiday and the wide ranging company benefits package including Pension, Health Care and Profit Share Schemes. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 32000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:54 +0100 http://www.workcircle.co.uk/click?j=148507283&from=feed http://www.workcircle.co.uk/click?j=148507283 Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly increasing their earning potential. Job Description Your role as a Mortgage Advisor, will be branch based in the Watford, Herts area, which is the ideal place in which to strike up a rapport with new and existing customers. As an in branch Mortgage Advisor, you’ll be responsible for all Mortgage and Associated Life Insurance and protection business within the branch, assisted with strong admin support and in some cases a Trainee to assist in conjunction with an extensive state of the art IT system. As with all bancassurance positions, your success will depend on how well you communicate with the branch staff, offering training, advice and support to maximise the referral process. Working within a recognised financial institution with an active database of clients and high levels of walk in business, will automatically supply you with a flow of quality leads for arranging appointments, assisted by a customer advisor. Person Specification My client is looking for an enthusiastic ambitious fully CeMap qualified (or equivalent) Mortgage Advisors who exceed their sales targets to write mortgage and protection business across the company’s diverse and competitive product range. If you are CeMap qualified (or equivalent), highly motivated, sales driven with a strong focus on customer service and building relationships with your clients and colleagues, this could be the opportunity for you. The ideal candidate with be offered a competitive basic salary of up to £32,000 plus additional bonuses. Your package will include 28 days holiday and the wide ranging company benefits package including Pension, Health Care and Profit Share Schemes. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 32000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:54 +0100 http://www.workcircle.co.uk/click?j=148507258&from=feed http://www.workcircle.co.uk/click?j=148507258 A well-regarded, established Financial Advisory firm currently have an exciting opportunity for an experienced Paraplanner to join their growing business Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. More specifically, this role will focus on developing professional relationships with internal and external stakeholders and product providers in order to ensure the streamlined and smooth running of business applications from processing to completion. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role. The successful applicant to this role will need to be CII Diploma qualified or equivalent, or at least with significant progression with the CF qualifications or Financial Planning Certificate. You will also need to be highly organised, proactive and enthusiastic, with good attention to detail, and must have strong verbal and maths skills. To be successful in this role, candidates should also be confident and be a good relationship builder, with the capability of moving to an advisory role within 3 years. In reward for your hard work and commitment you will receive a generous basic salary and a good benefits package including pension, life cover, income protection, medical cover and 23 days holiday. PTM1305-178 - Paraplanner is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 25000.0000 Speciality: Paraplanning. Location: Borehamwood, Hertfordshire Wed, 22 May 2013 03:14:51 +0100 http://www.workcircle.co.uk/click?j=148507190&from=feed http://www.workcircle.co.uk/click?j=148507190 Stormhill Ltd is a specialist provider of high quality, field based debt and data collection services to a number of blue chip utility and financial companies. We are looking for experience field negotiators to join our highly skilled workforce. This is your chance to join one of the UK’s most up and coming debt collection agencies. ROLE: We are seeking Nationwide Field Agents on a Self Employed Basis with Competitive Commission. To visit both residential and commercial customers within a defined territory for the purpose of resolving unpaid utility bills and to resolve outstanding financial debt and either collect payments or secure payment arrangements and to re-establish communication between debtor and creditor and also various other data gathering calls. A driving licence is essential for this role and you must have your own transport. Successful candidates will be required to undertake various background checks including CRB, CCJ, Anti-Money laundering referencing with satisfactory results. We also need to see evidence of activity for the last 2 years. EXPERIENCE: You may have experience of the following: Debt Recovery Bailiff/Field Sales Warrant Enforcement 0.0000 Speciality: Collections. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:49 +0100 http://www.workcircle.co.uk/click?j=148507167&from=feed http://www.workcircle.co.uk/click?j=148507167 Morris Jones Consulting Ref: N745765RBM Job Title: Home or Office Based New Build Mortgage Broker - ALL leads provided Salary: £18,500 - £25,000 basic, plus car or car allowance, OTE £40,000 - £100,000 Overview: A well connected New Build Mortgage brokers require 2 CeMAP qualified Mortgage brokers to join the existing Mortgage team dealing with leads generated through well-known building contractors, covering the London and South East area. Main Duties: An excellent opportunity has arisen for 2 fully CeMAP qualified individuals to join a New Build Mortgage Brokers in the Hatfield area with all leads prequalified and no cold calling. Our client has excellent links with some of the best known new build contractors in the UK including Wilmott Dixon, Fairview and Barretts where you will receive 25-30 prequalified leads per month. Our client’s building contractors have massive plans for expansion hence the reason for the recruitment of Mortgage Brokers. Our client offers a good basic salary along with an excellent commission structure. Key Skills: Applications will only be considered from experienced CeMAP mortgage brokers who possess a good track record in face to face mortgage and protection sales. Summary: This is an excellent opportunity for an experienced Mortgage Broker or Mortgage Adviser to join a well-respected new build mortgage brokers providing all the leads to the successful mortgage broker offering an excellent package. Contact: Bryn McMillan Financial Services Specialist Morris Jones Consulting Job Vacancy, Mortgage Broker, Life and Protection, London, South East, New Build Mortgage Brokers, Job, Vacancy, Recruitment, Morris Jones, Bryn McMillan, Mortgage Broker, Mortgage Adviser, Mortgage IFA, CeMAP, MAQ, CF1 and CF6, Estate Agency, ASU, Life Cover, Critical Illness, Mortgage Payment Protection, Regulated Mortgage Advice, Regulated Mortgage Broker 18000.0000 Speciality: Mortgage Advisor. Location: Hatfield, Hertfordshire Wed, 22 May 2013 03:14:48 +0100 http://www.workcircle.co.uk/click?j=148507103&from=feed http://www.workcircle.co.uk/click?j=148507103 Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly increasing their earning potential. Job Description Your role as a Mortgage Advisor, will be branch based in the Watford, Herts area, which is the ideal place in which to strike up a rapport with new and existing customers. As an in branch Mortgage Advisor, you’ll be responsible for all Mortgage and Associated Life Insurance and protection business within the branch, assisted with strong admin support and in some cases a Trainee to assist in conjunction with an extensive state of the art IT system. As with all bancassurance positions, your success will depend on how well you communicate with the branch staff, offering training, advice and support to maximise the referral process. Working within a recognised financial institution with an active database of clients and high levels of walk in business, will automatically supply you with a flow of quality leads for arranging appointments, assisted by a customer advisor. Person Specification My client is looking for an enthusiastic ambitious fully CeMap qualified (or equivalent) Mortgage Advisors who exceed their sales targets to write mortgage and protection business across the company’s diverse and competitive product range. If you are CeMap qualified (or equivalent), highly motivated, sales driven with a strong focus on customer service and building relationships with your clients and colleagues, this could be the opportunity for you. The ideal candidate with be offered a competitive basic salary of up to £32,000 plus additional bonuses. Your package will include 28 days holiday and the wide ranging company benefits package including Pension, Health Care and Profit Share Schemes. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 32000.0000 Speciality: Mortgages - Other. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:47 +0100 http://www.workcircle.co.uk/click?j=148507104&from=feed http://www.workcircle.co.uk/click?j=148507104 Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly increasing their earning potential. Job Description Your role as a Mortgage Advisor, will be branch based in the Watford, Herts area, which is the ideal place in which to strike up a rapport with new and existing customers. As an in branch Mortgage Advisor, you’ll be responsible for all Mortgage and Associated Life Insurance and protection business within the branch, assisted with strong admin support and in some cases a Trainee to assist in conjunction with an extensive state of the art IT system. As with all bancassurance positions, your success will depend on how well you communicate with the branch staff, offering training, advice and support to maximise the referral process. Working within a recognised financial institution with an active database of clients and high levels of walk in business, will automatically supply you with a flow of quality leads for arranging appointments, assisted by a customer advisor. Person Specification My client is looking for an enthusiastic ambitious fully CeMap qualified (or equivalent) Mortgage Advisors who exceed their sales targets to write mortgage and protection business across the company’s diverse and competitive product range. If you are CeMap qualified (or equivalent), highly motivated, sales driven with a strong focus on customer service and building relationships with your clients and colleagues, this could be the opportunity for you. The ideal candidate with be offered a competitive basic salary of up to £32,000 plus additional bonuses. Your package will include 28 days holiday and the wide ranging company benefits package including Pension, Health Care and Profit Share Schemes. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 32000.0000 Speciality: Mortgage Advisor. Location: Watford, Hertfordshire Wed, 22 May 2013 03:14:47 +0100 http://www.workcircle.co.uk/click?j=149245348&from=feed http://www.workcircle.co.uk/click?j=149245348 Are you looking for a career in sales that will constantly challenge you, where every day is different and you are rewarded according to your results and level of effort and commitment? A role in this group is a 100% sales and relationship management role. It will challenge you in many different ways every single day and is a difficult job to do very well. This business offers talented people genuine career opportunities both in the UK and internationally. They only hire the best people in the market and are very good at managing peoples careers in the long-term. Their brand and client base is second-to-none and they work with high profile businesses including FTSE 100 / 250 groups and a number of well-known businesses across a variety of sectors as-well as a number of entrepreneurial and growing businesses. - If you can demonstrate some relevant work experience in sales or a related professional field then we would love to talk to you. Alternatively, you may be currently working within sales and thinking I want to work for a leading brand, I want more responsibility and to lead a team/business, or you may simply want to earn more money and to enjoy working with a talented sales team. If you are interested and want to talk in more detail, please contact Daniel Saunders at FTSE 250 Competitive package bonus 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:MPRE13145770 Michael Page is a world leading recruitment consultancy. 20000.0000 Speciality: Other Financial Services. Location: Hertfordshire, South East England Wed, 22 May 2013 03:03:38 +0100 http://www.workcircle.co.uk/click?j=149245123&from=feed http://www.workcircle.co.uk/click?j=149245123 Senior Payroll Specialist Pitney Bowes are recruiting for a talented Payroll Team Leader to manage the payroll and benefits administration activities for Pitney Bowes to ensure an effective service for approximately 2500 employees across the UK and ROI. The role is based in Hatfield. Key responsibilities include co-ordinating queries relating to payroll matters, HR policy and procedure, employment status and terms and condition of employment. Participating in the continuous development and improvement of information and processes required to perform quality service delivery. The role will also lead a transition project Experience required Proven payroll experience, including monthly and year end reconciliation and P11D processing, for at least 2000 employees Management experience, managing a small team and monitoring the workload within the team to ensure deadlines are met SAP HR / Payroll system Benefits administration (Including Pensions) Experience n general accounting procedures and analysis Good understanding of current payroll legislation Appreciation of discretion and confidentiality Competitive salary and benefits including: 30 days holiday, company pension, private medical insurance, life insurance. 0.0000 Speciality: Other Financial Services. Location: Hatfield, Hertfordshire Wed, 22 May 2013 03:03:34 +0100 http://www.workcircle.co.uk/click?j=149245137&from=feed http://www.workcircle.co.uk/click?j=149245137 Reports to: Partner Purpose of role: To provide extensive technical support to the financial planners Accountabilities: Manage the planning workflow Receive and implement requests from planners Gather and record client data Prepare reports to a professional and timely standard Provide information for annual reviews and identify areas not covered Communicate with selected clients (face to face or remote) and third parties Develop and maintain all processes relevant to technical support Delegate and communicate clearly with technical and client support Undertake appropriate professional development and training Report on key measures on a regular basis Skills, knowledge and experience: Superb technical knowledge Ability to use technical financial planning tools, financial modelling and back office software Clear understanding of the planners’ role Interpersonal skills to develop and maintain client trust and inspire confidence Articulate - able to communicate effectively in verbal and written form Solutions orientated - imaginative Highly organised, methodical, analytical and disciplined Work towards CII Chartered status or IFP Certificate Salary range £30,000 to £35,000 plus benefits For more information about the role please contact Ross to discuss in confidence. If your application is successful we will contact you to discuss the opportunity in more detail within 3 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. 30000.0000 Speciality: Paraplanning. Location: Watford, Hertfordshire Wed, 22 May 2013 03:03:34 +0100 http://www.workcircle.co.uk/click?j=140962966&from=feed http://www.workcircle.co.uk/click?j=140962966 We require a high quality, experienced Mortgage Adviser to work for one of our market leading, premier mortgage broker practices estate agencies in the KINGS LANGLEY BERKHAMSTED areas due to continued expansion growth, which speaks volumes in this market! They are one of the most highly respected and well established businesses trading in their area at this time and you can expect a fantastic support package. Lead generation is key and this business is supremely pro-active and fully embraces the FS culture quality advisers require with up to 30 high quality appointments per month being at the forefront of the business, generated by their dedicated estate agency staff working in high value property sales. The successful candidate would be required to also work hard in filling any potential diary gaps to maximise their income potential and be focused on developing this introducer relationships. First year earnings for a quality adviser are realistically in the region of £40-45,000 pa on a competitive self employed basis with a generous uncapped commission potential upfront support package you will be working in a team that is fully established and geared up to support a quality adviser with full marketing, lead generation, market leading systems, training support and a proven track record to deliver high volumes of business. You will need to be fully CeMAP qualified (or equivalent) with at least 12-18 months experience and be able to demonstrate a fantastic track record in the estate agency sector with proven figures. In addition to this we expect you to be competitive, self reliant and persistent with high energy levels and be self driven. 40000.0000 Speciality: Mortgage Advisor. Location: Kings Langley, Hertfordshire Wed, 22 May 2013 02:50:47 +0100 http://www.workcircle.co.uk/click?j=146926034&from=feed http://www.workcircle.co.uk/click?j=146926034 Hanbury Wealth is a firm of independent financial advisers, whose client base is predominately High Net Worth clients, with offices based in Hitchin and Bishops Stortford. This role would be for our Hitchin office. We are looking to recruit a Paraplanner to work on a one to one basis alongside one of our Partners. The ideal candidate should have experience working as an Paraplanner for a firm of financial advisers, a positive and confident manner with the ability to communicate at all levels as well as being incredibly organised. Equally, we would be happy to consider candidates who have previously been advisers, who would therefore have the relevant experience. Initially, this role would be completely supporting the adviser with all technical as well as administrative functions as well as being a point of contact for the clients. We would like all candidates to be Level 4 qualified or at least working towards the Level 4 qualification. Ideally the candidate would also have experience in using 1st Software. Key responsibilities include: Researching and analysing financial products to meet client requirements Presenting technical data to the Financial Adviser in support of the financial planning and advice process Preparing client financial plans and suitability reports Liaising with clients Working with the adviser to ensure all client annual reviews are carried out when appropriate, including valuation reports Assisting the adviser in all aspects of client servicing Ensuring that all sales are conducted in such a way as to meet all regulatory and business requirements. Administering and processing new business. Salary depending on qualifications experience. 23 days holiday a year plus Bank Holidays. Please contact Hannah Alexander - No Agencies Please. www.hanburywealth.co.uk 28000.0000 Speciality: Paraplanning. Location: Hitchin, Hertfordshire Wed, 22 May 2013 02:47:33 +0100 http://www.workcircle.co.uk/click?j=146925879&from=feed http://www.workcircle.co.uk/click?j=146925879 Telesales Account Manager Location: Central Watford Salary: £15,000-£16000 p.a. basic, depending on experience per annum. Uncapped Two-Stage Earnings . Realistically OTE £30K Job type: Permanent An exciting opportunity has arisen for an experienced Telesales person to join a growing and dynamic Financial Services organisation, working from upmarket offices next to Watford Junction station, cold calling from supplied leads to get suitable people interested in free financial health and retirement provision checks with a view to referring them to in house Financial Advisors ESSENTIAL SKILLS/EXPERIENCE: You will have come from a sales background and must have a minimum of two year s outbound telesales experience and enjoy cold calling. The ideal candidate will need to demonstrate success in a similar role. The Telesales Account Manager will:- Have a proven track record of hitting/exceeding targets in sales/sign-ups. Possess strong communication, negotiation, empathy, credibility and time management skills. Be Articulate and numerate Be hungry for money, gritty and ambitious Be persuasive, fully competent at objection handling and customer apathy. Full training and ongoing support will be provided PENDRY SELECTION SERVICES , the Financial Services recruiters are handling this Telesales Account Manager’s vacancy. If this opportunity appears to meet your needs and you have the necessary cold-calling experience, call right away or email your cv to us. All shortlisted candidates will be contacted within 24 hours 16000.0000 Speciality: Sales & Business Development. Location: Watford, Hertfordshire Wed, 22 May 2013 02:47:29 +0100 http://www.workcircle.co.uk/click?j=149151412&from=feed http://www.workcircle.co.uk/click?j=149151412 Organisation Description My clientis a well known-brand, known for doing things differently - the secret ingredientbeing the talented, imaginative and smart peoplethey employ to deliver success. An excellent career opportunity has arisen intheir St AlbansBranch for an experiencedBranchManager. If you are seeking the next step in your career for an ambitious and up and coming Banking / Financial ServicesGroup - We are seeking you! Salary: £25,000+ per annum + discretionary bonus+excellent benefits package (Full-Time, Perm) Deadline:ASAP - Official close 29th May. Job Description The successful candidate will drive delivery of results and continually look to improve branch performance and effectiveness. You will coach, develop and manage store colleagues, enabling them to reach their professional targets and personal goals. You will also ensure that customer focus and quality service are at the heart of all activities and that policy, procedures and practices of the store comply fully with all legal and regulatory requirements. Person Specification You will need to have. Previous experience as a retail Store Manager, preferably in a regulated sales environment A passion for customer service combined with the desire and ability to challenge the status quo The ability to motivate others, challenging colleagues to continually improve and strive to fulfil their potential The ability to recognise and proactively seek sales opportunities to meet set targets Excellent communication and interpersonal skills Self-motivation, a positive and an enthusiastic can do’ attitude The ability to be flexible and adaptable Good IT skills Please note, all successful applicants will be subject to a satisfactory credit and criminal records check as part of our recruitment process. Reed Specialist Recruitment Limited is an employment agency and employment business 25000.0000 Speciality: Other Financial Services. Location: St. Albans, Hertfordshire Tue, 21 May 2013 03:11:39 +0100 http://www.workcircle.co.uk/click?j=149151363&from=feed http://www.workcircle.co.uk/click?j=149151363 Financial Planning Analyst Salary: £25,000 plus excellent benefits Location: Welwyn Garden City A fantastic opportunity has arisen with a massively expanding payments provider in Welwyn Garden City, for a Financial Planning Analyst to join the Finance Team. The successful Financial Planning Analyst will poses outstanding Microsoft Excel skills, and be able to analyse high volumes of data. From this data, you will produce business plans and forecasts which will be used by the business. From the data, you will produce a weekly dashboard. In this role you will: - Assist in the preparation of monthly analysis for the Information technology department - Provide a comparison of information on both volumes, revenue and costs weekly, monthly and quarterly by market sector and department and to provide insight into issues to permit better management focus, action and resolution of any issues - Assist with the preparation of a monthly analysis for payroll. - Maintain and produce a weekly dashboard -Produce ad-hoc budgets, forecasts, and financial models for all areas of the business as and when required To succeed you must have: Essential - At least 12 months experience in a similar role - A thorough understanding of business management techniques - Excellent IT skills, particularly advanced Excel - The successful candidate must be able to interpret and explain financial results to both financially and non-financially trained managers Desirable - Part-qualified in Accountancy would be an advantage but is not essential - Proficiency in MS Package - Good working knowledge of Cognos Planning (building and maintaining cubes) For consideration and for more information please apply via the apply button now. 20000.0000 Speciality: Loans - Other. Location: Welwyn Garden City, Hertfordshire Tue, 21 May 2013 03:11:35 +0100 http://www.workcircle.co.uk/click?j=145834726&from=feed http://www.workcircle.co.uk/click?j=145834726 An Investment Management business in Welwyn has an opening for a PARAPLANNER to join them. Reporting to the Director, the main purpose of the role is to provide operational and analytical support to the Director so that he can achieve maximum effectiveness from dealing with both potential new clients and a strong existing client base. In order to be considered for this position, you will need to have a very good telephone manner and be able to work to tight deadlines. You must be able to demonstrate a strong working knowledge of AVELO, Exchange and Microsoft Office as this a key element of the role. Diploma qualified or qualifying to Diploma level is preferred. Key Responsibilities: 1. Provide analytical support to the Director when producing proposals to both new and existing clients. 2. Assist the Director with product analysis in order to help in drafting reports to clients. 3. Contact the potential new clients by phone in a timely manner to check that their report has been received, provide clarification of any factual issues, and progress to a second appointment for the adviser. 4. Obtain illustrations and prepare a file for the Director prior to any subsequent meeting. This will include a copy or the recommendation letter, illustrations, documentation or application forms when appropriate. 5. Prepare draft responses to client correspondence on behalf of Wesley via email or letter. 6. Draft client review letters for existing client Portfolios on an annual basis. 7. Deal with general client queries via telephone/email or post when required. 8. Co-ordinate switches for existing clients investments when required. 9. Prepare completed client files in readiness for scanning. For more information, please apply or contact us on 078 86 780 699 22000.0000 Speciality: Paraplanning. Location: Welwyn, Hertfordshire Tue, 21 May 2013 03:06:17 +0100 http://www.workcircle.co.uk/click?j=145834599&from=feed http://www.workcircle.co.uk/click?j=145834599 Job Description My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Your role as a Mortgage Advisor, will be branch based in St Albans, which is the ideal place in which to strike up a rapport with new and existing customers. With a plain talking approach to banking, this is an opportunity to make the home finance experience all the more straightforward for your client. Your role will be to arrange appointments with your customer, explore their needs, working through all areas of home finance and assess the most suitable product for their needs, such as a personal mortgage and the relevant insurance and protection products. Working within a recognised financial institution with an active database of clients, will automatically supply you with a flow of quality leads for arranging appointments. A strong and successful Mortgage Advisor will also look to build up strong relationships within branch i.e with Branch Managers and Sales Advisors, in order to maximise the number of quality leads being provided to them. The ideal candidate with be offered a competitive basic salary of between £20000 to £29000 with earning potential, also a further bonus. OTE 40-45k, also a please apply online, or call Kate Shaffi on 0845 4604770. or email me on kate.shaffi@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Mortgage Advisor. Location: St. Albans, Hertfordshire Tue, 21 May 2013 03:06:13 +0100 http://www.workcircle.co.uk/click?j=145834600&from=feed http://www.workcircle.co.uk/click?j=145834600 Job Description My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Your role as a Mortgage Advisor, will be branch based in Stevenage, which is the ideal place in which to strike up a rapport with new and existing customers. With a plain talking approach to banking, this is an opportunity to make the home finance experience all the more straightforward for your client. Your role will be to arrange appointments with your customer, explore their needs, working through all areas of home finance and assess the most suitable product for their needs, such as a personal mortgage and the relevant insurance and protection products. Working within a recognised financial institution with an active database of clients, will automatically supply you with a flow of quality leads for arranging appointments. A strong and successful Mortgage Advisor will also look to build up strong relationships within branch i.e with Branch Managers and Sales Advisors, in order to maximise the number of quality leads being provided to them. The ideal candidate with be offered a competitive basic salary of between £20000 to £29000 with earning potential, also a further bonus. OTE 40-45k, also a please apply online, or call Kate Shaffi on 0845 4604770. or email me on kate.shaffi@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Mortgage Advisor. Location: Stevenage, Hertfordshire Tue, 21 May 2013 03:06:13 +0100 http://www.workcircle.co.uk/click?j=145834598&from=feed http://www.workcircle.co.uk/click?j=145834598 Job Description My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Your role as a Mortgage Advisor, will be branch based in Welwyn Garden City, which is the ideal place in which to strike up a rapport with new and existing customers. With a plain talking approach to banking, this is an opportunity to make the home finance experience all the more straightforward for your client. Your role will be to arrange appointments with your customer, explore their needs, working through all areas of home finance and assess the most suitable product for their needs, such as a personal mortgage and the relevant insurance and protection products. Working within a recognised financial institution with an active database of clients, will automatically supply you with a flow of quality leads for arranging appointments. A strong and successful Mortgage Advisor will also look to build up strong relationships within branch i.e with Branch Managers and Sales Advisors, in order to maximise the number of quality leads being provided to them. The ideal candidate with be offered a competitive basic salary of between £20000 to £29000 with earning potential, also a further bonus. OTE 40-45k, also a please apply online, or call Kate Shaffi on 0845 4604770. or email me on kate.shaffi@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 20000.0000 Speciality: Mortgage Advisor. Location: Welwyn Garden City, Hertfordshire Tue, 21 May 2013 03:06:13 +0100 http://www.workcircle.co.uk/click?j=145834539&from=feed http://www.workcircle.co.uk/click?j=145834539 Our client is a prestigious company with global connections headquartered in Stevenage. They are currently seeking an ambitious Compliance Officer to join their Governance and Policy team to ensure the company complies with existing regulations (including PCI-DSS, Sales of Goods Act and Data Protection) and internal policy. Additionally, you will ensure that new regulatory developments that would impact the company are identified and incorporated into the company’s policy and procedures. Core Responsibilities include Be the compliance lead and manage the day-to-day operation of the compliance activities and develop innovative ways to improve the services Develop and conduct training courses to raise awareness, embed new procedures or processes to prevent illegal, unethical, or improper conduct Keep up to date on relevant legislation, standards and regulatory related issues and provide strategic advice to the directors on the implications of new and changes to legislation Assess and advise on the impact of legislation, standards and regulation on new business initiatives, contracts and projects, proposing solutions Provide regulatory advice, guidance and propose solutions in relation to the company’s products, operations and services Manage compliance issues and breaches, ensuring they are tracked to conclusion, escalating to senior management where appropriate Drive and embed a compliance culture within the organisation To comply with data protection legislation and act responsibly on matters of data disclosure both internally and to third parties. Applicants must have demonstrable experience of working with operational, financial and quality assurance legislations and regulations (including PCI DSS, Sales of Goods Act, Data Protection). The company offers a salary commensurate with the experience of the appointee and a comprehensive range of benefits. 26000.0000 Speciality: Compliance. Location: Stevenage, Hertfordshire Tue, 21 May 2013 03:06:11 +0100 http://www.workcircle.co.uk/click?j=145833730&from=feed http://www.workcircle.co.uk/click?j=145833730 Business Development Manager / Broker Consultant An exciting opportunity is available for an experienced Business Development Manager to join a rapidly expanding financial services company. You will be responsible for nurturing intermediary relationships (IFA's Mortgage Brokers) to increase brand awareness and profitability. This will initially be office based but as the role evolves will have the opportunity to become field based. Experience required: Strong communicator - comfortable at developing relationship over the phone. Proven track record as a business development manager within financial services. Ability to develop long term relationships with intermediaries (IFA’s / Mortgage Brokers). Self motivated and target driven. Salary dependent on experience Benefits Bonus BDM, Internal BDM, Business Development Manager, Broker Consultant, Intermediary Sales, IFA, Mortgages 20000.0000 Speciality: Business Development Manager. Location: Hertfordshire, South East England Tue, 21 May 2013 03:05:50 +0100 http://www.workcircle.co.uk/click?j=145833664&from=feed http://www.workcircle.co.uk/click?j=145833664 ARE YOU LOOKING TO PROGRESS YOUR CAREER IN THE MORTGAGE BUSINESS? ARE YOU LOOKING TO START A NEW AND REWARDING CAREER AS A MORTGAGE CONSULTANT WITHIN ESTATE AGENCY? DO YOU WANT TO WORK FOR A NATIONAL LEADING ESTATE AGENCY GROUP? If you answered YES to any of the above then we really want to hear from you... MORTGAGE CONSULTANT - £16K TO £40K OTE SEQUENCE are part of one of the UKs leading Estate Agency groups being part of the Connells Group with over 480 High Street Branches and trade under several well known High Street brands including BARNARD MARCUS, WILLIAM H BROWN, BROWN MERRY, FOX SONS and ALLEN HARRIS We are looking to recruit a Mortgage Consultant to with our successful mortgage services team in Hertford. The Mortgage Consultant role would suit someone with drive, determination, enthusiasm and a will to win. Someone that can not only sell but can also offer an unwavering high level of customer service. Whether you are CEMAP qualified or not this is a unique opportunity to either further your career or to start an exciting new one with plenty of opportunity. As a Mortgage Consultant you will need to have previous sales experience have determination, enthusiasm, drive and self-motivation. Within the role of Mortgage Advisor, customer service is provided at the highest level and you will need to demonstrate a confident yet approachable manner with good communication. You will also need to be a driver and car owner. Why not check out our websites www.connellsgroup.co.uk and www.sequencehome.co.uk 16000.0000 Speciality: Mortgages - Other. Location: Hertford, Hertfordshire Tue, 21 May 2013 03:05:47 +0100 http://www.workcircle.co.uk/click?j=145833402&from=feed http://www.workcircle.co.uk/click?j=145833402 Our client, a major banking group, has an opportunity for an experienced Mortgage Advisor. There is a salary of £25,000 to £30,000, and a comprehensive benefits package. To be considered you will need to: - Be an experienced CeMAP (or equivalent) qualified Mortgage Adviser - Have a stable and progressive career history - Have a provable track record of success NB: IF YOU ARE ALREADY REGISTERED WITH INTEGRITY RESOURCE SOLUTIONS PLEASE CONTACT YOUR CONSULTANT DIRECT. HE/SHE WILL BE ABLE TO ASSIST YOU. 25000.0000 Speciality: Mortgage Advisor. Location: Royston, Hertfordshire Tue, 21 May 2013 03:05:39 +0100 http://www.workcircle.co.uk/click?j=145833189&from=feed http://www.workcircle.co.uk/click?j=145833189 One of the worlds leading High Street Banks has an opportunity for an experienced Mortgage Adviser to join their Branch in Edgeware. Do you want to be part of a successful team working together to increase customer satisfaction? Working in a retail branch, you will meet with new and existing customers, and review their mortgage and protection needs making recommendations whilst providing top class customer service. No day will be the same you will have walk in appointments, pre-qualified appointments and the opportunity to grow your business through prospecting current clients. Maintaining strong relationships with colleagues including Cashiers, Personal Bankers, Business Managers and Branch Managers, you will work as a team ensuring customers financial needs are covered. Mortgage Advisers can expect a basic salary of up to £30K with an exceptional range of benefits including location allowance, private healthcare, life insurance, childcare savings, employee discounts, quarterly bonus and a generous pension and an IPad. We are an equal opportunities employer. We welcome applications from candidates irrespective of gender, race, disability, sexual orientation, religion or belief or age. 25000.0000 Speciality: Mortgage Advisor. Location: Edgware, Middlesex Tue, 21 May 2013 03:05:32 +0100