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=suffolk http://www.workcircle.co.uk/click?j=145834741&from=feed http://www.workcircle.co.uk/click?j=145834741 Private Client IFA Suffolk / Norfolk /Cambridgeshire £35,000 - £50,000 negotiable plus bonus Our client, a leading firm of Independent Financial Advisers and Asset managers in the East Anglia region, are looking to strengthen their existing team with a dynamic financial planner who can bring enthusiasm and experience from within a similar, professional HNW environment. Providing allround holistic advice, with a leaning towards pensions, you will be dealing with a broad range of HNW private clients throughout the East Anglia region. You will ideally be a minimum diploma qualified with a desire to progress to chartered status which the firm will sponsor and assist with. Full paraplanning support is also provided. This is an great opportunity to progress your career whilst joining a company that is forward thinking, yet ethical, and always puts client service above all else. An independent background is essential to be considered for this position. OTE earnings are extremely good and base salary is very negotiable to fit in with your circumstances. 35000.0000 Speciality: Independent Financial Advisor. Location: Newmarket, Suffolk Tue, 21 May 2013 03:06:17 +0100 http://www.workcircle.co.uk/click?j=145833804&from=feed http://www.workcircle.co.uk/click?j=145833804 Clark James Financial Services Recruitment are working with an established IFA who are seeking an experience Employee Benefits Administrator to provide support to the Corporate Benefit Consultants in all aspects of new business acquisition, providing research, analysis, report writing and working closely with the Client Relationship Managers to see new business through to completion. Key skills: Support the Corporate Benefit Consultants and Directors in their advisory work with corporate clients, including obtaining illustrations, the production of reports and tender documents Developing and maintaining relationships with clients and colleagues to cement an ongoing and long-term professional relationship Liaising with product providers and colleagues to meet deadlines and support the sales advice process Attending client meetings, recording discussions and providing post-meeting minutes for distribution to attendees and CRMs Attendance at Business Development Meetings and assist with and attend corporate presentations/seminars Conduct member counselling meetings to enrol new members to corporate benefit schemes Key Requirements FPC / CertPFS and GR1 (or equivalent) and working towards obtaining Diploma status Previously worked as a Corporate Benefits Specialist/Consultant/Broker Consultant Have at least 3 years relevant corporate paraplanning experience Experience of writing well justified and clearly explained Business Tenders and Recommendation Reports Highly IT literate in the use of Microsoft Office Excellent written and verbal communication skills Excellent planning and organising skills/a completer finisher, with the ability to meet deadlines Salary up to £25,000 depending on experience and professional qualifications 22000.0000 Speciality: Employee Benefits. Location: Bury St. Edmunds, Suffolk Tue, 21 May 2013 03:05:52 +0100 http://www.workcircle.co.uk/click?j=148137653&from=feed http://www.workcircle.co.uk/click?j=148137653 An opportunity has arisen for a fully qualified Mortgage Advisor in Lowestoft Working within an Estate Agency, the candidate must have a proven track record within Financial Services and be able to self generate leads as well as converting referred applicants. The successful candidate must be a strong team player. In return our clients are offering a generous basic salary and excellent commission structure GCB Agency Recruitment is a specialized Estate Agency and Financial Services recruitment company dealing with all property related recruitment across the UK. We have many different Estate Agent jobs available from Branch Manager, Sales Manager, Property Valuer, Sales Negotiator, Sales Administrator, Lettings Manager, Property Manager, Lettings Negotiator, Lettings Administrator, Land and New Homes Advisors, Mortgage Consultants, Financial Advisors, Secretary and P/A, Inventory Clerk and Financial Administrators. We currently offer Estate Agency and Financial Services vacancies in Norfolk, Suffolk, Cambridgeshire, Essex, London, Bedfordshire, Lincolnshire, Nottinghamshire, Derbyshire, Yorkshire, Worcestershire, Bedfordshire, Northamptonshire, Hampshire, Warwickshire, Staffordshire, Hertfordshire and Buckinghamshire For all your Estate Agency and Financial Services needs contact GCB Agency Recruitment 35000.0000 Speciality: Mortgage Advisor. Location: Lowestoft, Suffolk Sat, 18 May 2013 03:31:21 +0100 http://www.workcircle.co.uk/click?j=142080115&from=feed http://www.workcircle.co.uk/click?j=142080115 An opportunity has arisen for a fully qualified Mortgage Advisor in Mildenhall Working within an Estate Agency, the candidate must have a proven track record within Financial Services and be able to self generate leads as well as converting referred applicants. The successful candidate must be a strong team player. In return our clients are offering a generous basic salary and excellent commission structure £18000 - £20000 Basic, £35000 ote GCB Agency Recruitment is a specialized Estate Agency and Financial Services recruitment company dealing with all property related recruitment across the UK. We have many different Estate Agent jobs available from Branch Manager, Sales Manager, Property Valuer, Sales Negotiator, Sales Administrator, Lettings Manager, Property Manager, Lettings Negotiator, Lettings Administrator, Land and New Homes Advisors, Mortgage Consultants, Financial Advisors, Secretary and P/A, Inventory Clerk and Financial Administrators. We currently offer Estate Agency and Financial Services vacancies in Norfolk, Suffolk, Cambridgeshire, Essex, London, Bedfordshire, Lincolnshire, Nottinghamshire, Derbyshire, Yorkshire, Worcestershire, Bedfordshire, Northamptonshire, Hampshire, Warwickshire, Staffordshire, Hertfordshire and Buckinghamshire For all your Estate Agency and Financial Services needs contact GCB Agency Recruitment 35000.0000 Speciality: Mortgage Advisor. Location: Mildenhall, Suffolk Fri, 17 May 2013 06:36:32 +0100 http://www.workcircle.co.uk/click?j=146371890&from=feed http://www.workcircle.co.uk/click?j=146371890 We are actively looking for a Paraplanner to join a reputable IFA Practice in the Bury St Edmunds area. You will join a team of whole of market IFAs and will be dealing with the following tasks. Key Tasks and Responsibilities: - Writing Suitability Letters (post fact find, post sale and/or interim) - Updating Library of Suitability Letter templates and standard generic product templates that can then be used for the benefit of the Firm. - Producing targeted mail shots and letters - Researching new products and analytical tools, evaluation and comparison with current systems with recommendations for changes - Ensure pooling of research and use of common reports and solutions to eliminate duplication Qualifications and Experience: - Diploma is preferred, with a minimum of CF1-5, or equivalent - 2 years minimum experience within the independent sector of the financial services industry. - Good knowledge of all investment, life and pensions products and legislation. - Report writing experience. - Good working knowledge of Microsoft Office 2000 and above and associated software - Previous experience of 1st Software is an advantage If you would like to apply for this vacancy please contact Kerry Stephens 25000.0000 Speciality: Paraplanning. Location: Bury St. Edmunds, Suffolk Fri, 17 May 2013 02:57:37 +0100 http://www.workcircle.co.uk/click?j=149151325&from=feed http://www.workcircle.co.uk/click?j=149151325 Grow your career in a unique organisation that is growing to. Join the world’s largest consumer co-operative as a Customer Claims Adviser. Take ownership of Home customer claims and ensure customer’s expectations are met Ensure advice and services provided are consistent with all relevant procedures and standards Work within a strong culture of teamwork, mutual respect and social responsibility Benefit from our investment in your personal and professional development. You will handle inbound/outbound telephony in a pro-active manner to establish requirements for advice. Using your specialist knowledge you will provide advice to customers and review the services provided to ensure their needs are fully met. An understanding of the Claims complaint handling procedure and excellent customer service skills and are required to ensure complaints are received and recorded in line with company policy. Data integrity will be maintained by ensuring all claims and customers records are updated in a timely and accurate manner including all computer based records. You will maintain knowledge of claims products, services and regulatory and legal requirements. Additionally, you will participate in implementing activities to improve operating processes and support performance assessments to improve the quality of support provided. To do this successfully you will need to have the following skills and experience: Excellent Customer Service and relationship building skills Good verbal and written communication skills able to respond to queries from a variety of sources Able to utilise IT systems Can Monitor and prioritise workflow to achieve deadlines Thorough understanding of all relevant regulations and regulatory bodies Good analysis and decision making skills Supervisory capability or potential Flexible attitude and approach Excellent knowledge of claims processes and systems (Including SAP)If you are keen to work in a fast paced environment and join our rapidly expanding ethical family of businesses, we can offer you great benefits, including development opportunities, pension and discounts. We are passionate about equal opportunities and welcome a broad diversity of talent to apply. Working Pattern - between 8am-8pm Monday to Friday and will include week end working between 8.30am - 5pm 16200.0000 Speciality: Other Financial Services. Location: Bury St. Edmunds, Suffolk Tue, 21 May 2013 03:11:34 +0100 http://www.workcircle.co.uk/click?j=149151303&from=feed http://www.workcircle.co.uk/click?j=149151303 Join the home of some of the nation's best-loved brands, including Direct Line, Churchill, Privilege, Green Flag and NIG. When customers call in to amend, transfer or renew their existing insurance policies, you'll be the informed and trustworthy voice that ensures they receive a first class customer service and remain a loyal and satisfied Direct Line Group customer. And with such a wide range of Direct Line Group insurance products on offer that could also compliment the customer's lifestyle, whether that's car, home, travel or pet insurance, you'll be in a great position to identify opportunities to upsell additional policies that best suit the customer. You'll follow scripts in certain areas, but how you walk customers through the process and match products to their specific needs will be largely up to you - and you'll be supported along the way, through an extensive training and development programme. In return, you'll benefit from a competitive salary, an attractive annual holiday entitlement, a great team atmosphere, and plenty of opportunities for progression. You'll also pick from additional rewards that suit your lifestyle - and there's plenty to choose from, including pension funding, life assurance, provide medical cover, and discounted insurance plans. We're looking for people who can communicate persuasively, who have a passion for customer service, and an eye for detail. You'll adapt your approach accordingly depending on the needs of callers and will possess the determination to ensure that every call you take ends with the best outcomes having been achieved for the customer and the company. We want people to draw on their life experience, personality and individual talents, but if you have previous experience of achieving sales through delivering an excellent customer service, so much the better. As the contact centre is open seven days a week, some evening and weekend work may be required. If this sounds like the perfect opportunity for you, apply here today! The successful applicants will have drive and enthusiasm for helping customers and be PC literate. Must be able to pass a credit check. 14400.0000 Speciality: Loans - Other. Location: Ipswich, Suffolk Tue, 21 May 2013 03:11:33 +0100 http://www.workcircle.co.uk/click?j=145833373&from=feed http://www.workcircle.co.uk/click?j=145833373 HNW Mortgage Broker Ipswich £25 - £35k basic Benefits Uncapped Commission Our client is one of the UK's leading Mortgage Brokers, helping finance private or commercial property transactions, specialising in large mortgages for main or second homes, investment property, buy-to-let mortgages and commercial property finance. Key Points: HNW lead source Elite offices Excellent benefits Fantastic OTE Candidate Requirements: Full CeMAP or equivalent (Essential) Drive and enthusiasm A proven track record within mortgage services The ability to build relationships at all levels Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, HNW, Wealth, High Net Worth 25000.0000 Speciality: Mortgage Advisor. Location: Ipswich, Suffolk Tue, 21 May 2013 03:05:38 +0100 http://www.workcircle.co.uk/click?j=145833380&from=feed http://www.workcircle.co.uk/click?j=145833380 An opportunity has arisen for a Mortgage Advisor in Bury St Edmunds Working within an Estate Agency, the candidate must have a proven track record within Sales and be able to self generate leads as well as converting referred applicants. The successful candidate must be a strong team player. In return our clients are offering a generous basic salary and excellent commission structure and full training. CeMap qualifications advantageous £15000 - £20000 Basic, £30000 - 35000 ote GCB Agency Recruitment is a specialized Estate Agency and Financial Services recruitment company dealing with all property related recruitment across the UK. We have many different Estate Agent jobs available from Branch Manager, Sales Manager, Property Valuer, Sales Negotiator, Sales Administrator, Lettings Manager, Property Manager, Lettings Negotiator, Lettings Administrator, Land and New Homes Advisors, Mortgage Consultants, Financial Advisors, Secretary and P/A, Inventory Clerk and Financial Administrators. We currently offer Estate Agency and Financial Services vacancies in Norfolk, Suffolk, Cambridgeshire, Essex, London, Bedfordshire, Lincolnshire, Nottinghamshire, Derbyshire, Yorkshire, Worcestershire, Bedfordshire, Northamptonshire, Hampshire, Warwickshire, Staffordshire, Hertfordshire and Buckinghamshire For all your Estate Agency and Financial Services needs contact GCB Agency Recruitment 30000.0000 Speciality: Mortgage Advisor. Location: Bury St. Edmunds, Suffolk Tue, 21 May 2013 03:05:38 +0100 http://www.workcircle.co.uk/click?j=145833301&from=feed http://www.workcircle.co.uk/click?j=145833301 As a result of continued expansion our client, one of the UK's leading pension consultants, are currently looking for several individuals to join their Administration team primarily dealing with both DB and DC schemes. Responsibilities: - Working as part of a team to administer both DB and DC schemes. - The successful candidate will be expected to ensure the smooth running of the schemes. - Ensure Service Level Agreements are met. Experience: - Candidates need to have previous experience of working within the financial services (ideally pensions industry) - Ability to work to deadlines. - Ability to work well with colleagues - Ideally candidates will hold or be working towards professional qualifications. In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package and plenty of opportunities for career progression within this growing organisation. 0.0000 Speciality: Pensions. Location: Ipswich, Suffolk Tue, 21 May 2013 03:05:36 +0100 http://www.workcircle.co.uk/click?j=146145562&from=feed http://www.workcircle.co.uk/click?j=146145562 Philips AVENT is a Blue Chip manufacturing organisation based in Suffolk. A recent restructure of the finance function has led to an outstanding opportunity for an FP&A Analyst to join their finance team. Wed, 24 Apr 2013 08:30:20 +0100 http://www.workcircle.co.uk/click?j=147824762&from=feed http://www.workcircle.co.uk/click?j=147824762 Independent Financial Adviser Salary: £35,000 - £40,000 plus benefits Location: Suffolk Our client, an established IFA with a strong presence across East Anglia, seek an experienced Financial Adviser to join the firm to maintain a book of existing clients An established firm with a number of offices in the region, the Company continues to grow through providing a customer focussed, high quality level of advice to its clients and their reputation continues to thrive As a result, much of their new business comes via referrals from existing clients and various professional contacts however you will still be expected to seize opportunities of bringing in new clients when applicable In line with RDR you will be required to be qualified to be at least Level 4 with the Diploma in Financial Planning, ideally with 5 years experience in a client facing role. Further assistance is given to continue professional development towards Chartered status This exciting opportunity comes with various benefits, including a competitive salary with additional bonuses, full expenses paid, pension, full support and paraplanning assistance Additionally you will have office space and car parking with full IT support If you would like to discuss this position in confidence, please call our specialist Financial Planning team, quoting vacancy VF/10117 35000.0000 Speciality: Independent Financial Advisor. Location: Bury St. Edmunds, Suffolk Thu, 16 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=147320515&from=feed http://www.workcircle.co.uk/click?j=147320515 An opportunity has arisen for a Mortgage Administrator within our clients company based in Ipswich To work in this challenging and fast paced environment you will be an individual who can assist the Advisers with all administration and follow up processes to ensure efficient and effective operation of the Mortgage and Protection Administration process, follow compliance procedures, liaise with solicitors, insurance providers and mortgage advisers to progress cases to completion. Experience within this role is essential with a basic salary and bonus structure payable £15000 - £18000 GCB Agency Recruitment is a specialized Estate Agency and Financial Services recruitment company dealing with all property related recruitment across the UK. We have many different Estate Agent jobs available from Branch Manager, Sales Manager, Property Valuer, Sales Negotiator, Sales Administrator, Lettings Manager, Property Manager, Lettings Negotiator, Lettings Administrator, Land and New Homes Advisors, Mortgage Consultants, Financial Advisors, Secretary and P/A, Inventory Clerk and Financial Administrators. We currently offer Estate Agency and Financial Services vacancies in Norfolk, Suffolk, Cambridgeshire, Essex, London, Lincolnshire, Nottinghamshire, Derbyshire, Leicestershire, Yorkshire, Cheshire, Merseyside, Humberside, Lancashire, Worcestershire, Bedfordshire, Northamptonshire, Warwickshire, Staffordshire, Hertfordshire, Buckinghamshire, Oxfordshire and Gloucestershire, Kent, Hampshire, Sussex and Berkshire For all your Estate Agency and Financial Services needs contact GCB Agency Recruitment 15000.0000 Speciality: Mortgage Administrator. Location: Ipswich, Suffolk Sat, 18 May 2013 02:59:12 +0100 http://www.workcircle.co.uk/click?j=147182865&from=feed http://www.workcircle.co.uk/click?j=147182865 Our client, a reputable wealth investment management firm require a highly motivated individual to provide a holistic financial planning service to both private HNW and corporate clients in the Bury St Edmunds, Thetford and wider Suffolk areas. As this is very much a new business generation role, the successful applicant will be highly motivated and adept at generating new business from professional introducer connections such as solicitors and accountants. You will be technically capable, be Advanced Dip PFS level (ie have a number of advanced level papers) and have a demonstrable track record of over-achievement in any previous financial planning positions. This is an excellent opportunity to work for a forward thinking, industry leading financial services firm at an exciting time of expansion and growth. Applications also invited from high performing bancassurance/banking financial planners. 40000.0000 Speciality: Independent Financial Advisor. Location: Bury St. Edmunds, Suffolk Fri, 17 May 2013 02:41:20 +0100 http://www.workcircle.co.uk/click?j=147182774&from=feed http://www.workcircle.co.uk/click?j=147182774 Clark James Financial Services Recruitment are working with this Independent Financial Advisers who are seeking an experienced Sales Support Administrator to provide effective pre and post Sales Support to the Financial Advisers with Personal Financial Planning including Investment, Pensions and Protection products. Key duties will include: Collate, analyse and interpret data and update investment history on the back office system (Adviser Office). Produce relevant, accurate and timely business and MI in various formats for standard reporting. Dealing with client correspondence and requests for fund performance information Update and maintain relevant diary systems to back up and support for quarterly/half yearly and annual valuations and ongoing financial administration tasks Accurately update and maintain information on Adviser Officer. Requesting illustrations from life companies Applying judgement on data classification when required, to ensure up-to-date and consistent information is available at all times. Liaising with providers to obtain fund values/unit prices/transaction statements Requirements: Have a good understanding of financial services products including Investment, Pensions and Protection.Educated to GCSE standard at grades A-C. Highly IT literate (Word, Excel, Outlook) and experience in using Adviser Office. Must have the ability to prioritise workload in order to meet tight deadlines. Excellent written and verbal communication skills Progression with the Certificate in Financial Planning or equivalent is highly desirable together with experience of discretionary portfolio management Benefits: Salary up to £18,000 24 days holiday plus bank holidays Bonus scheme Free Parking 3x Death in service Income protection GPP and PMI after 1 year's service Well-being payment of £120 per year towards Gym fees (paid in two instalments) 12000.0000 Speciality: Sales Support. Location: Mildenhall, Suffolk Fri, 17 May 2013 02:41:14 +0100 http://www.workcircle.co.uk/click?j=147182614&from=feed http://www.workcircle.co.uk/click?j=147182614 Our client, a reputable wealth investment management firm require a highly motivated individual to provide a holistic financial planning service to both private HNW and corporate clients in the Bury St Edmunds, Thetford and wider Suffolk areas. As this is very much a new business generation role, the successful applicant will be highly motivated and adept at generating new business from professional introducer connections such as solicitors and accountants. You will be technically capable, be Advanced Dip PFS level (ie have a number of advanced level papers) and have a demonstrable track record of over-achievement in any previous financial planning positions. This is an excellent opportunity to work for a forward thinking, industry leading financial services firm at an exciting time of expansion and growth. Applications also invited from high performing bancassurance/banking financial planners. 40000.0000 Speciality: Independent Financial Advisor. Location: Bury St. Edmunds, Suffolk Fri, 17 May 2013 02:41:09 +0100 http://www.workcircle.co.uk/click?j=147067928&from=feed http://www.workcircle.co.uk/click?j=147067928 Ref: 1437 Job Title: Administrator Location: Suffolk Salary £20-22,000 Opportunity: This is a great opportunity for a junior who has gained some industry experience has already made some progress with the exams. Environment: Medium sized company operating within several areas in the financial services and insurance industry. Professional and established environment with staff who are experts in their field. Essential: Must have gained some financial services experience in a retail financial planning area and have made some progress with industry exams. Desired: IFA experience would be helpful and an advantage. 20000.0000 Speciality: Sales Support. Location: Suffolk, East Anglia Thu, 16 May 2013 03:14:54 +0100 http://www.workcircle.co.uk/click?j=136538521&from=feed http://www.workcircle.co.uk/click?j=136538521 Organisation Description My Client whowas Founded over12 years agohasdeliveredquality holistic financial planning advice to bothindividuals and employers across the Suffolk region. JOB PURPOSE To assist our team of Corporate Benefit Consultants with member meetings prospecting and lead generation business intelligence research and report writing. YOU MUST Excel in all aspects of communication (face to face/verbal/written/telephone) Build and maintain rapport Have fearless phone skills (able to pick up the phone and make appointments for Consultants) Be able to work to tight deadlines through excellent planning and co-ordinating skills Have an enthusiastic and empathetic approach Have experience in facilitating meetings Be numerate and enjoy working with figures IT WOULD BE HELPFUL IF YOU HAD The Diploma in Financial Planning GR1 (or equivalent) and working towards obtaining Diploma status Experience of working in a corporate benefit environment Writing business tenders Job Description KEY TASKS Participate and/or lead member meetings to enrol employees of our client organisations in their employee benefit schemes (GPP/DIS/IP/Flex benefits etc.). Carry out review meetings with the employees of our client organisations and identify opportunities for other business, making the appropriate referral to an authorised Consultant. Provide information and guidance to employees in relation to their employer’s benefit package. Identify the need for any advice and refer these to an appropriately authorised Consultant. Making prospecting calls to secure appointments for Consultants. Support the Corporate Benefit Consultants and Directors in their consultancy work with corporate clients, including liaising with CRMs to obtain illustrations and assisting with reports and tender documents. Developing and maintaining relationships with clients and colleagues to cement an ongoing and long-term professional relationship. Liaising with product providers and colleagues to meet deadlines and support the sales advice process. Attending client meetings, recording discussions and providing post-meeting minutes for distribution to attendees and CRMs. Assist with and attend corporate presentations/seminars. Ensure compliance with FSA regulations on the conduct of business and the company's internal administrative requirements. Co-ordinate product research activities through the CRMs for all new business opportunities and the review of existing business. Person Specification BENEFITS Salary negotiable (dependent on experience) 32 days holiday (including bank holidays) Bonus scheme Free Car Parking Life Assurance of 3 x salary Income protection Pension and Private Medical Insurance after qualifying period Friendly working environment Career and professional development Reed Specialist Recruitment Limited is an employment agency and employment business 25000.0000 Speciality: Independent Financial Advisor. Location: Newmarket, Suffolk Thu, 16 May 2013 02:43:45 +0100 http://www.workcircle.co.uk/click?j=145833088&from=feed http://www.workcircle.co.uk/click?j=145833088 One of the leading practices in the East Anglia region currently have requirements for experienced IFA Administrators on both the private client and corporate side of the market. My client an offer offer clear structured career progression along with full financial support full all CII exams to DipPFS level and beyond for those seeking to move into either a technical paraplanning of Advisory role in the future. To be considered for these vacancies, you must have previous experience of working within the Financial Services market ideally within an IFA, EBC or a Product Provider. An excellent opportunity to develop your career within a market leading IFA. 18000.0000 Speciality: Sales Support. Location: Newmarket, Suffolk Tue, 21 May 2013 03:05:29 +0100 http://www.workcircle.co.uk/click?j=145833054&from=feed http://www.workcircle.co.uk/click?j=145833054 Company Background Think Finance is an international money technology company offering a range of products to the millions of consumers under-served by traditional financial institutions. It has issued over 1 million loans and is leveraging new technologies to develop innovative products that address a range of customer needs including installments, rent to own, short-term consumer financing, payday loans, and salary advances. It is committed to simplicity, transparency, fairness, consumer empowerment and responsible lending in an effort to bring a more progressive approach to an old-line industry. Think Finance also is seeking to move from the transactional aproach of most of today’s financial services firms to a relationship-driven view that offers money management advice, top quality customer service rewards and which rewards customers for their relationship with lower pricing. Think Finance wants its customers to know that they have a true partner in their efforts to deal with the financial challenges imposed by today’s world. General Summary The Customer Services Representatives primary responsibility is to maximise pounds collected and cure accounts in a manner that minimises financial and regulatory risk to the company. Relying on product knowledge, negotiation skills and collection strategy, the CSR Collector secures the commitment for repayment action from the customer. Principal Duties and Responsibilities Provide quality customer service with each customer interaction while attempting to maximise pounds collected on past due loans by selling customers the positive reasons for them to pay Follows and ensures compliance with all company policies and procedures Customer retention Assist customers via inbound and outbound phone and email contact in bringing their accounts current Negotiate collection payment plans Effectively communicate with and collect from customers that are normally between 1 to 90 days past due and also those customers up to and exceeding 360 days past due Utilise technology for all day-to-day activities (account management system, collection system, auto-dialer, email system, etc.) Ability to multi-task while utilising numerous computer programs Proven knowledge of products Accurately and professionally documents all account information and collection activities Special projects as assigned Experience and Education Previous experience in collections is essential and customer service experience in a contact center environment is preferred Familiarity with collection laws and regulations Appllication should be via uk.thinkfinance.com 0.0000 Speciality: Collections. Location: Bury St. Edmunds, Suffolk Tue, 21 May 2013 03:05:28 +0100 http://www.workcircle.co.uk/click?j=145832860&from=feed http://www.workcircle.co.uk/click?j=145832860 Our client, a forward thinking, reputable Wealth Management firm requires an outstanding IFA to provide a holistic financial planning service based from their Ipswich offices. Our client’s target client demographic is affluent, HNW private and large corporate/commercial clients mainly sited in the Norfolk/East Anglia region. Due to a unique situation our client has a large portfolio of orphan clients that due to changes in business structure, now require servicing. As such the post holder is not required to transfer any clients or professional connections simply work effectively with the client bank given. Due to this extremely attractive proposition on offer our client is seeking the very best IFA that the market can offer. You be a well-qualified, technically minded individual with the passion to excel, the gravitas needed in dealing with wealthy private clients and professional introducer connections such as accountants and solicitors. You will also ideally have a demonstrable record of over-achievement in your previous role(s). Chartered CII status highly desirable. 40000.0000 Speciality: Independent Financial Advisor. Location: Ipswich, Suffolk Tue, 21 May 2013 03:05:21 +0100 http://www.workcircle.co.uk/click?j=145832859&from=feed http://www.workcircle.co.uk/click?j=145832859 Our client, a forward thinking, reputable Wealth Management firm requires an outstanding IFA to provide a holistic financial planning service based from their Ipswich offices. Our client’s target client demographic is affluent, HNW private and large corporate/commercial clients mainly sited in the Norfolk/East Anglia region. Due to a unique situation our client has a large portfolio of orphan clients that due to changes in business structure, now require servicing. As such the post holder is not required to transfer any clients or professional connections simply work effectively with the client bank given. Due to this extremely attractive proposition on offer our client is seeking the very best IFA that the market can offer. You be a well-qualified, technically minded individual with the passion to excel, the gravitas needed in dealing with wealthy private clients and professional introducer connections such as accountants and solicitors. You will also ideally have a demonstrable record of over-achievement in your previous role(s). Chartered CII status highly desirable. 40000.0000 Speciality: Independent Financial Advisor. Location: Ipswich, Suffolk Tue, 21 May 2013 03:05:21 +0100 http://www.workcircle.co.uk/click?j=145832552&from=feed http://www.workcircle.co.uk/click?j=145832552 Mortgage Consultants Area: Bury St Edmunds Basic salary £20,000 - £35,000 Benefits Countrywide is the UK’s largest and most successful Estate Agency and Property services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local High Street brands. We are currently looking to recruit Mortgage Consultants to work within the teams based in the Bury St Edmunds area. Completing full and detailed fact finds, you will sell products based on providing clients with a full advice and recommendation service and referring clients to other businesses within the group where there is opportunity for additional sales prospects. You must work to ensure that professional and mutually beneficial relationships are built with clients, fulfilling and complying with company compliance requirements and those of the FSA. This is an excellent opportunity for a tenacious and driven individual with a proven track record in sales where the building of effective relationships is key to success. The ideal candidate will have gained this experience within a financial services background however training will be provided to individuals from outside of the industry where they can demonstrate through their track record the potential to excel in the industry. You must be able to demonstrate a stable working background and hold a minimum of 4 GCSE’s at grade C or above including Maths and English (or equivalent qualification). You must be target driven and results orientated, with a professional and confident approach and the ability to work using your initiative without close supervision. . You must also have a full clean driving license If you wish to apply for these roles, please click the Apply Now button to forward your CV. Note: CVs from recruitment agencies will not be accepted. 20000.0000 Speciality: Mortgage Advisor. Location: Bury St. Edmunds, Suffolk Tue, 21 May 2013 03:05:10 +0100 http://www.workcircle.co.uk/click?j=145832553&from=feed http://www.workcircle.co.uk/click?j=145832553 Mortgage Consultants Area: Ipswich Basic salary £20,000 - £35,000 Benefits Countrywide is the UK’s largest and most successful Estate Agency and Property services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local High Street brands. We are currently looking to recruit Mortgage Consultants to work within the teams based in the Ipswich area. Completing full and detailed fact finds, you will sell products based on providing clients with a full advice and recommendation service and referring clients to other businesses within the group where there is opportunity for additional sales prospects. You must work to ensure that professional and mutually beneficial relationships are built with clients, fulfilling and complying with company compliance requirements and those of the FSA. This is an excellent opportunity for a tenacious and driven individual with a proven track record in sales where the building of effective relationships is key to success. The ideal candidate will have gained this experience within a financial services background however training will be provided to individuals from outside of the industry where they can demonstrate through their track record the potential to excel in the industry. You must be able to demonstrate a stable working background and hold a minimum of 4 GCSE’s at grade C or above including Maths and English (or equivalent qualification). You must be target driven and results orientated, with a professional and confident approach and the ability to work using your initiative without close supervision. . You must also have a full clean driving license If you wish to apply for these roles, please click the Apply Now button to forward your CV. Note: CVs from recruitment agencies will not be accepted. 20000.0000 Speciality: Mortgage Advisor. Location: Ipswich, Suffolk Tue, 21 May 2013 03:05:10 +0100 http://www.workcircle.co.uk/click?j=145832047&from=feed http://www.workcircle.co.uk/click?j=145832047 Our client, a Financial Planning company based in Newmarket are currently looking to recruit two Wealth Management Administrators to start with immediate effect. The ideal candidate will have a Certificate in Financial Planning and Experience of discretionary portfolio management. As a Wealth Management Administrator you will need to provide a range of administrative financial services support to the advisory team making effective use of systems, entering investment details and fund prices which are used to analyse and report on the performance of discretionary portfolio investments of clients. You must have 5 GCSE’s grade A-C (including English and Mathematics) Proficient in Microsoft Office (Word/Outlook/Excel) Ability to work on own initiative, plan and organise workloads effectively to meet deadlines Communicates clearly, both verbally and in writing Duties include Collate, analyse and interpret internal and external data in order to update investment history on the system (Adviser Office). Produce relevant, accurate and timely business and management information in various formats and using various tools and sources for both internal and external routine standard reporting. Respond to requests for fund performance information work with colleagues to determine information requirements. Provide high quality and timely performance information in collaboration with colleagues and assess whether the client’s (internal or external client) need is met. Set up and maintain relevant diary systems to back up and support for Quarterly/half yearly and annual valuations Benefits Salary £12,000 - £18,000 depending on experience 24 days holiday plus bank holidays PRP Bonus scheme Free Parking 3x Death in service Income protection GPP and PMI after 1 year's service Well-being payment of £120 per year towards Gym fees (paid in two instalments) Friendly working environment Career and professional development 12000.0000 Speciality: Other Financial Services. Location: Newmarket, Suffolk Tue, 21 May 2013 03:04:52 +0100 http://www.workcircle.co.uk/click?j=145831933&from=feed http://www.workcircle.co.uk/click?j=145831933 A Customer Experience Manager is required to join a growing Financial Services team in Ipswich. This role focuses on the customer journey, ensuring that this is to an outstanding level. You will document the customer experience, identifying any areas where improvements can be made and making recommendations. The successful candidate will actively monitor market developments and competitor offerings and observe the impact this may have to the companies existing service model. You will develop, deliver and evaluate activities and initiatives to improve customer engagement and make recommendations as appropriate. All day to day activities must be carried out so as to maintain high customer standards and you must consistently promote the company’s policy of treating customer fairly. We are looking for an individual with knowledge of SIPPs and a good understanding of advisers and customers requirements of products and providers. You will have experience in customer market research and an understanding of both quantitative and qualitative methodologies. A good understanding of TCF is important and a Certificate in Financial Planning (CF1) or equivalent is mandatory. You will have customer service and customer management experience as we all knowledge of market research. If you would like to apply for this vacancy, please contact Kerry Stephens. 23200.0000 Speciality: Other Financial Services. Location: Ipswich, Suffolk Tue, 21 May 2013 03:04:47 +0100 http://www.workcircle.co.uk/click?j=145831907&from=feed http://www.workcircle.co.uk/click?j=145831907 We are looking to recruit a Customer Experience Manager to join the Product and Operations department of a financial services firm. This is a customer focused role and the successful candidate will own the customer journey to deliver a compelling, outstanding customer experience. They will initiate and manage research projects, including customer experience and market segmentation, with the aim of maximising customer retention. Main Duties: - Document the customer experience and identify areas where the company can improve engagement with customers, including correspondence methods and online servicing. - Collate and analyse relevant customer and product information, produce commentaries and make recommendations to the business for change - Obtain approval and oversee the delivery of customer enhancements - Actively monitor market developments (including competitor offerings) and consider the impact to the existing service model to ensure the company delivers the service that exceeds our customer’s expectations - Develop, deliver and evaluate activities and initiatives with customers to improve engagement and make recommendations as appropriate - Introduce mechanisms to obtain customer feedback and commission research as appropriate to ensure that propositions meets/exceed customer expectations - Ensure that all day-to-day activities are carried out so as to maintain high customer standards and drive customer loyalty. Lead retention activities locally and engage with relevant group forums to identify synergies - Produce and maintain a coherent rolling blueprint for the provision of online services, covering secure portal development and appropriate components (eg tools) that best meets customer needs - Work with other business areas and input into a proposition that supports a B2B2C solution for our business partners - Consistently promote the company’s policy on treating customers fairly (TCF) Requirements: - Knowledge of SIPPs and marketplace - Good understanding of advisers and customers requirements of products and providers market awareness of competitors - Customer focus - Experience in customer and market research and an understanding of both quantitative and qualitative methodologies - Product development operations - Good understanding of product development processes and how to apply them, as well as operational processes and how they affect the customer experience - TCF - Good understanding of TCF and its implications - Qualifications - Certificate in Financial Planning (CF1) or equivalent mandatory. Opportunity/expectation to take further qualifications - Specific Experience - Customer service experience, including awareness of customer expectations and online requirements customer management experience market research experience delivery focussed. If you would like to apply for this vacancy, please contact Jodie 23200.0000 Speciality: Other Financial Services. Location: Ipswich, Suffolk Tue, 21 May 2013 03:04:46 +0100 http://www.workcircle.co.uk/click?j=141657012&from=feed http://www.workcircle.co.uk/click?j=141657012 Our client is a leading financial services organisation in Ipswich and due to a shift in their business model there is a requirement to recruit an Investment Control Manager, who can implement and manage a control framework around the use of investments. The main area of responsibility is to document and review risks relating to the investments that are allowed both new and existing business. It is also required that this role would articulate the corporate attitude to investment risk, giving due consideration to all types of investments. Other responsibilities include: Responsible for internal procedures for investment transactions, ensuring that appropriate measures are in place to mitigate and document risk. This includes, but is not limited to, ensuring that appropriate agreements are in place with any investment manager an appropriate level of due diligence is performed on directly held funds/securities and transactions are performed consistently and timely. Develop and implement an appropriate suite of MI to enable ongoing monitoring of investments. Ensure that the company identifies and addresses any areas of concern relating to trends and that the level of investment risk is monitored. As a member of the Investment Committee, inform and advise the committee members of any risks that have been identified, recommending and actioning remedial actions to mitigate risk. Maintain a risk register specific to investment related matters, including trends and specific investments that have been identified as being as area of concern Monitor market activity, including FSA announcements and competitor activity, and capture intelligence on investment related matters, alerting relevant areas of the business and recommending remedial activity. Be the in-house subject matter expert for investment related enquiries. Successful applicants should have the following background or knowledge: Strong understanding of all types of investment, including investment structures, Strong understanding of stockbrokers, platforms and investment managers. Understanding of the impact commercial factors can have in influencing behaviours and the decision making process. Fellow /Member of the Securities and Investment Institute or Investment Management Certificate (IMC) (or equivalent) Investment trading Investment management Risk management, including creating and implementing a risk framework Good presentation and communication skills. Analytical: ability to design MI packs and interpret the data. Ability to use good judgement: makes well balanced and reasoned recommendations. Commercial: ability to balance short term tactical thinking with a long term strategic view risk and opportunity. This role requires someone with a broad investment background, who can utilise their knowledge in a highly important and pivotal role within the business. 40000.0000 Speciality: Investments. Location: Ipswich, Suffolk Tue, 21 May 2013 02:50:36 +0100 http://www.workcircle.co.uk/click?j=141656918&from=feed http://www.workcircle.co.uk/click?j=141656918 A major estate agency currently seeks an experienced Mortgage Broker to provide mortgage advice to their clients from their very busy branch. Role Profile Develop and build relationships with new and existing clients Office based role. Good leads generated on your behalf. Working to set targets Skills Required At least 2-3 years mortgage broking experience. Confident, assertive with strong client management skills CeMap or MAQ is essential. Estate agency experience would be an advantage An excellent package is on offer including: Basic to £20k (depending on experience) OTE £40k (uncapped) 18000.0000 Speciality: Mortgage Advisor. Location: Lowestoft, Suffolk Tue, 21 May 2013 02:50:34 +0100 http://www.workcircle.co.uk/click?j=148398385&from=feed http://www.workcircle.co.uk/click?j=148398385 Our client is a well established and successful Employee Benefit / Private Client IFA. Due to sustained growth our client is looking to recruit an experienced and competent Private Client Administrator to join their growing team. Responsibilities: - Providing an administration service to existing private clients - Undertake client valuations and prepare information ahead of client reviews - Liaising with insurers / providers for new business quotations - Handling technical client queries Candidates need to have experience of working within private client administration. You will have strong verbal and written communication skills and have the ability to manage multiple tasks. Experience of using Adviser Office / First / Avelo would be a distinct advantage. In return our client is looking to offer a competitive basic salary of £15-20k as well as an excellent benefits and bonus package. 15000.0000 Speciality: Sales Support. Location: Newmarket, Suffolk Tue, 21 May 2013 02:48:37 +0100 http://www.workcircle.co.uk/click?j=148398373&from=feed http://www.workcircle.co.uk/click?j=148398373 Due to continued expansion our client is presently looking for experienced, high quality Independent Financial Advisors (IFA’s) to join the company and assist in dealing with increasing volumes of enquiries from their strong ties with many introducers and professional connections. Full administration / paraplanning and lead generation support is provided. The ideal candidate will have atleast 5 years experience within an IFA / multi tied environment, be Level 4 / Diploma Qualified, and have excellent relationship management skills. Ideally candidates will have some form of client bank, although this is not essential. In return my client is looking to offer a competitive basic salary of £25-40k basic as well as an excellent benefits and bonus package including car or car allowance and pension etc. 26000.0000 Speciality: Independent Financial Advisor. Location: Newmarket, Suffolk Tue, 21 May 2013 02:48:35 +0100 http://www.workcircle.co.uk/click?j=148398325&from=feed http://www.workcircle.co.uk/click?j=148398325 Background AXA Direct Partnerships is a division of AXA UK and the AXA Global Group. We provide personal insurance products such as motor, home and travel to our customers directly, via our corporate partners, and also through . Our culture is simple, energetic and imaginative. We are looking for people who can get the job done and enjoy the rewards. We need you to be proactive, enthusiastic and thrive on taking responsibility in a fast-paced environment where opportunities to develop and progress are encouraged. The role In this role you will provide a second line audit, validation and governance function within Claims, carrying out validation audits, risk/ compliance reviews, and validation of closed file reviews. You will Create and maintain a schedule of audits in line with business, regulatory and contractual requirements. Ensure first line audit activity is accurate and appropriately managed and communicated to senior management. Assist the Technical Claims Director and Audit and Compliance manager in routine activity aimed at ensuring risk management and controls are effective within the business. Carry out detailed preparation and planning work for audits to ensure that the scope is agreed with stakeholders and that the format of the audit provides output aligned to the objectives. Document results of technical claims audits comprising file assessments, process reviews, ICOB, Treating the Customer Fairly, Complaints, Fraud and FSA audit, within specified area, ensuring the audit is published to timescale. Liaise with senior management within claims to de-brief on audit activity, discuss and reach agreement on audit outcomes and compiled robust management action programmes to rectify any shortcomings. Provide guidance on practices to address identified issues. Analyse the audit results recommending actions for improvements and therefore contributing to the delivery of continuous improvement in cost control and customer experience within claims and give feedback to Senior Claims management and other stakeholders. Monitor progress against action plans and provide feedback to Claims Risk and Compliance Manager and Claims Management. Participate in the internal Closed File Review process including committee discussions to ensure that areas of leakage are identified, quantified, the audit is completed within timescale and that consistency of approach is present across the various Claims sites. Where required, carry out appropriate number of internal Quality Assurance assessments using QA systems or case manager’s work and provide feedback to Risk Compliance Manager and local management stakeholders on findings and identified training needs. Where required, deliver coaching and feedback to case managers on their performance. Look for opportunities to improve working practices and procedures, making recommendations to the Risk and Compliance Manager, Technical Claims Director and Senior Management Team for change where appropriate. Skills, knowledge and behaviour Educated to A Level or equivalent. Auditing experience preferred. Extensive claims experience. In depth technical knowledge of all types of Personal Lines Policy and claims handling practice so that the whole range of claims processed in PLI can be audited. Awareness and working knowledge of all claims systems including user functionality, system infrastructure and file formats. Ability to work to a plan and meet deadlines. Good communication/coaching skills. Sound soft skills and customer understanding. Technical knowledge of the business, both in terms of understanding and evaluating business arrangements. A working knowledge of Prudential Regulation Authority (PRA) regulations. Ability to work on own initiative. Ability to analyse data and report. Working knowledge of Excel/Word Additional job board published information Please ensure your application is completed and officially submitted on-line by the closing date. Successful submissions will be acknowledged by email. Please note we are unable to accept applications via email. 23352.0000 Speciality: Compliance. Location: Ipswich, Suffolk Tue, 21 May 2013 02:48:32 +0100 http://www.workcircle.co.uk/click?j=148137660&from=feed http://www.workcircle.co.uk/click?j=148137660 Join the home of some of the nation's best-loved brands, including Direct Line, Churchill, Privilege, Green Flag and NIG. When customers call in to amend, transfer or renew their existing insurance policies, you'll be the informed and trustworthy voice that ensures they receive a first class customer service and remain a loyal and satisfied Direct Line Group customer. And with such a wide range of Direct Line Group insurance products on offer that could also compliment the customer's lifestyle, whether that's car, home, travel or pet insurance, you'll be in a great position to identify opportunities to upsell additional policies that best suit the customer. You'll follow scripts in certain areas, but how you walk customers through the process and match products to their specific needs will be largely up to you - and you'll be supported along the way, through an extensive training and development programme. In return, you'll benefit from a competitive salary, an attractive annual holiday entitlement, a great team atmosphere, and plenty of opportunities for progression. You'll also pick from additional rewards that suit your lifestyle - and there's plenty to choose from, including pension funding, life assurance, provide medical cover, and discounted insurance plans. We're looking for people who can communicate persuasively, who have a passion for customer service, and an eye for detail. You'll adapt your approach accordingly depending on the needs of callers and will possess the determination to ensure that every call you take ends with the best outcomes having been achieved for the customer and the company. We want people to draw on their life experience, personality and individual talents, but if you have previous experience of achieving sales through delivering an excellent customer service, so much the better. As the contact centre is open seven days a week, some evening and weekend work may be required. If this sounds like the perfect opportunity for you, apply here today! The successful applicants will have drive and enthusiasm for helping customers and be PC literate. Must be able to pass a credit check. 14500.0000 Speciality: Loans - Other. Location: Ipswich, Suffolk Sat, 18 May 2013 03:31:21 +0100 http://www.workcircle.co.uk/click?j=148137543&from=feed http://www.workcircle.co.uk/click?j=148137543 A boutique corporate IFA are looking to expand their team of Employee Benefit Consultants through recruiting an experienced individual to be located in Newmarket. Working as an EB Consultant, you will be responsible for working closely with Managing Partners providing advice across all areas of corporate planning including Group Risk Flex bens to a varying range of clients, SME’s through FTSE company’s. You must be an experienced Employee Benefits Consultant who can demonstrate success in acquiring and managing high end corporate clients. You will be DipPFS qualified and have a track record of exceeding targets. This is an excellent opportunity to progress within a genuine market leader. 30000.0000 Speciality: Employee Benefits. Location: Newmarket, Suffolk Sat, 18 May 2013 03:31:16 +0100 http://www.workcircle.co.uk/click?j=148913870&from=feed http://www.workcircle.co.uk/click?j=148913870 Organisation Description My client a leading and successful Wealth Management IFA is actively seeking to recruit a Senior Sales Support/Paraplanner, with strong exposure to working with Wrap Platforms and a good understaning of dealing with HNW clients. Job Description The successful applicant will deal with funds under management, and have a good strong understanding of various investment products associated with the Wrap Platforms. Typical Platforms the company uses are Skandia, Transact and Elevate. Person Specification This is a fantastic opportunity for a Senior Wrap Platform Investment based Administrator or Paraplanner, looking to make that next move and work within a very successful IFA Practice. In return for your exposure there is an attractive salary and benefits package. Reed Specialist Recruitment Limited is an employment agency and employment business 21000.0000 Speciality: Sales Support. Location: Wymondham, Suffolk Sat, 18 May 2013 03:30:01 +0100 http://www.workcircle.co.uk/click?j=148913871&from=feed http://www.workcircle.co.uk/click?j=148913871 Organisation Description My client a leading and successful Wealth Management IFA is actively seeking to recruit a Senior Sales Support/Paraplanner, with strong exposure to working with Wrap Platforms and a good understaning of dealing with HNW clients. Job Description The successful applicant will deal with funds under management, and have a good strong understanding of various investment products associated with the Wrap Platforms. Typical Platforms the company uses are Skandia, Transact and Elevate. Person Specification This is a fantastic opportunity for a Senior Wrap Platform Investment based Administrator or Paraplanner, looking to make that next move and work within a very successful IFA Practice. In return for your exposure there is an attractive salary and benefits package. Reed Specialist Recruitment Limited is an employment agency and employment business 21000.0000 Speciality: Sales Support. Location: Wymondham, Suffolk Sat, 18 May 2013 03:30:01 +0100 http://www.workcircle.co.uk/click?j=148913873&from=feed http://www.workcircle.co.uk/click?j=148913873 Organisation Description My client a leading and successful Wealth Management IFA is actively seeking to recruit a Senior Technical Administrator to support the Financial Advisers in offers Administrative support and recommendations to their HNWClient Base. Supporting the Financial Advisers in research and product analysis to meet the clients needs and objectives, the successful applicant will assist in preparing suitability reports and will develop strong relationships both with clients and internal colleagues alike. Job Description The main purpose of the role will be as follows: - Preparing technical reports on behalf of HNW Clients assisting Financial Advisers - Analysing client data and preparing cash flow analysis - Researching products to support recommendataions and compiling planning recommendations and suitability letters - Providing support for the Financial Advisers to allow the Financial Advisers to focus on Client Relationships and meeting business targets - Managing, reocording and monitoring client annual reviews on behalf of Financial Advisers - Assisting Fianncial Advisers with client presentatinos and any other activities Person Specification This is a fantastic opportunity for a Senior Wrap Platform Investment based Administrator or to work within a very progressive HNW IFA practice. To be considered you must be able to demonstrate the following: - Strong Wrap Platform Exposure - Currently working towards Diploma - Currently working within a Senior Sales Support role In return for your exposure, our client offers an excellent salary and benefits package Reed Specialist Recruitment Limited is an employment agency and employment business 21000.0000 Speciality: Sales Support. Location: Wymondham, Suffolk Sat, 18 May 2013 03:30:01 +0100 http://www.workcircle.co.uk/click?j=148913874&from=feed http://www.workcircle.co.uk/click?j=148913874 Organisation Description My client a leading and successful Wealth Management IFA is actively seeking to recruit a Senior Sales Support/Paraplanner, with strong exposure to working with Wrap Platforms and a good understaning of dealing with HNW clients. Job Description The successful applicant will deal with funds under management, and have a good strong understanding of various investment products associated with the Wrap Platforms. Typical Platforms the company uses are Skandia, Transact and Elevate. Person Specification This is a fantastic opportunity for a Senior Wrap Platform Investment based Administrator or Paraplanner, looking to make that next move and work within a very successful IFA Practice. In return for your exposure there is an attractive salary and benefits package. Reed Specialist Recruitment Limited is an employment agency and employment business 21000.0000 Speciality: Paraplanning. Location: Wymondham, Suffolk Sat, 18 May 2013 03:30:01 +0100 http://www.workcircle.co.uk/click?j=148913875&from=feed http://www.workcircle.co.uk/click?j=148913875 Organisation Description My client a leading and successful Wealth Management IFA is actively seeking to recruit a Senior Technical Administrator to support the Financial Advisers in offers Administrative support and recommendations to their HNWClient Base. Supporting the Financial Advisers in research and product analysis to meet the clients needs and objectives, the successful applicant will assist in preparing suitability reports and will develop strong relationships both with clients and internal colleagues alike. Job Description The main purpose of the role will be as follows: - Preparing technical reports on behalf of HNW Clients assisting Financial Advisers - Analysing client data and preparing cash flow analysis - Researching products to support recommendataions and compiling planning recommendations and suitability letters - Providing support for the Financial Advisers to allow the Financial Advisers to focus on Client Relationships and meeting business targets - Managing, reocording and monitoring client annual reviews on behalf of Financial Advisers - Assisting Fianncial Advisers with client presentatinos and any other activities Person Specification This is a fantastic opportunity for a Senior Wrap Platform Investment based Administrator or to work within a very progressive HNW IFA practice. To be considered you must be able to demonstrate the following: - Strong Wrap Platform Exposure - Currently working towards Diploma - Currently working within a Senior Sales Support role In return for your exposure, our client offers an excellent salary and benefits package Reed Specialist Recruitment Limited is an employment agency and employment business 21000.0000 Speciality: Paraplanning. Location: Wymondham, Suffolk Sat, 18 May 2013 03:30:01 +0100 http://www.workcircle.co.uk/click?j=148913726&from=feed http://www.workcircle.co.uk/click?j=148913726 Mobile Customer Consultant Mortgage Location: Ipswich (Will need to cover other branches within the London North East Anglia area when required) Salary: £21,510 - £24,928 per annum, and branch bonus scheme Hours of work: Monday - Friday 9:00am - 5:00pm 35 hours per week. Saturdays 9:00 - 12:00 (Rota basis) Closing Date: 30th May 2013 Hello, my name is Matthew and I'm the Branch Manager at the Ipswich branch. I have worked for Yorkshire Building Society for over 11 years in various roles within the branch network, starting off as a Customer Representative and working my way up to Branch Manager. I have been back at the Ipswich Branch for 5 years now. We currently have 7 members of staff (including myself) and we are now looking to employ an enthusiastic and motivated person to join our team. We pride ourselves on giving our customers excellent service in a friendly and professional manner. Does this sound like the career for you? If so apply now. Matthew Phillips Branch Manager (Ipswich) Purpose of Role If you are looking to start your career or progress with a new challenge this opportunity is not to be missed. Help our customers to achieve their dreams of a new home as a mortgage ambassador and use your exceptional knowledge of the Society’s products to help you offer the best possible service experience our customers could wish for. In this role you will carry out mortgage meetings in line with regulatory requirements in order to identify customers’ needs. Advising on and selling the full range of mortgages and mortgage related products against branch and individual targets to achieve sales objectives. You will be required to record direct new mortgage business on the ISIS system and monitor the process through to completion, maintaining high standards of administration and customer service at all times. If you: Have the full CeMAP qualification Have a proven sales track record Have a good working knowledge of lending criteria and mortgage procedures Have fantastic communication skills both written and verbal Have good working knowledge of mortgage and insurance products Have excellent attention to detail We offer: 24 days holiday plus bank holidays Pension Scheme Discounted products, mortgages investments Branch Bonus Scheme Development Training Programme Yorkshire Building Society is an equal opportunities employer. 21510.0000 Speciality: Mortgage Advisor. Location: Ipswich, Suffolk Sat, 18 May 2013 03:29:51 +0100 http://www.workcircle.co.uk/click?j=148913664&from=feed http://www.workcircle.co.uk/click?j=148913664 The Financial Adviser market place is flooded with IFA firms looking to take on Advisers who have healthy client banks or take on advisers and provide them with leads where the quality of the leads is questionable, which is why this opportunity is so strong. AIM-listed since 2000, my clients is the UK's largest autonomous Independent Financial Advice and Wealth Management Group. Offering the financial stability associated with firms of significant scale in a business that neverforgets that working with high quality financial advisers is the reason that they exist and thrive. The Group have now twice been awarded the prestigious Large IFA of the year award at the Financial Adviser Life and Pensions awards My client guarantee's quality leads through the following channels 1- The company has a dedicated tele-sales team who keep in touch with companies 160,000 unallocated clients. They will focus their efforts on booking appointments in and around the postcode area the advisers lives in. This is averaging 2 appointments per week per adviser. 2- Affinity Groups - Via Unions you will be linked to large Corporates (BP etc..) 3- They have an agreement in place with schools and hospitals to provide advice to Teachers and Doctors. 4- Seminars booked for you 5- Internet leads 6- You will have a dedicated Regional Development Director who will work with you to build up your network of introducer's and clients. You do not need to have any clients, however will be expected to work hard to build a client bank. You will be provided with a good IT system (Intelligent office) and be able to work from home or one of the local practices. Good commission rates are paid. You will need to have a good track record as an adviser and be Level 4 Diploma qualified or relatively near to achieving this. Please apply with your up to date CV. This role is being dealt with by Mark Hazzard of Verridian PLC. 35000.0000 Speciality: Independent Financial Advisor. Location: Ipswich, Suffolk Sat, 18 May 2013 03:29:49 +0100 http://www.workcircle.co.uk/click?j=148913642&from=feed http://www.workcircle.co.uk/click?j=148913642 We have an excellent opportunity for an experienced Financial Administrator to join a thriving company based in Ipswich. The successful candidate will be joining a forward thinking team that plays a major role within the day to day running of the business. Key Responsibilities: To ensure service is provided in accordance with, and in excess of, the levels specified in the SLA, procedures and current legislation Ensuring all new loan accounts are set up correctly and maintained in accordance with client instructions All enquiries from borrowers, third parties and clients are dealt with in accordance with SLA’s and procedures Skills Experience Required: Ability to work as an effective team member - be co-operative, support others and deliver what you promise Ability to communicate at all levels Good quality of written and verbal communication Ability to organise workload to meet deadlines Ability and willingness to see a task through to completion. Customer focused - identify effective solutions for borrower, internal client and external client Full CeMAP Qualification (not essential) Knowledge and understanding of mortgage loan documentation Knowledge of the applicable regulations/codes governing the financial services industry. For further detail on this and other roles please make sure you visit our web-site now or call our team to discuss career opportunities available 16000.0000 Speciality: Loans - Other. Location: Ipswich, Suffolk Sat, 18 May 2013 03:29:47 +0100 http://www.workcircle.co.uk/click?j=136777858&from=feed http://www.workcircle.co.uk/click?j=136777858 Job Description I have a fantastic opportunity within the Mortgage Industry. My client is looking to bring on a fully qualified Mortgage Advisor, cemap or equiv. You will be based in a busy estate agents, where leads will be provided. My client are a well established Estate Agent within theLowestoft area. They are looking to expand their team and bring several Mortgage Advisors on board. You will be based in a very busy Estate Agents, all your leads will be provided. Ideally they are looking for candidate who is fully Cemap or equiv. You must have a proven track record within the mortgage industry and have great communication skills. They are offering a fantastic basic Salary £18-20k and £3000 car allowance or car and an ote 35-45k!!! uncapped. If you think you have the skills for this position, please call me on 0845 4604770 or email me kate.shaffi@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 18000.0000 Speciality: Mortgage Advisor. Location: Lowestoft, Suffolk Sat, 18 May 2013 03:02:12 +0100 http://www.workcircle.co.uk/click?j=134369215&from=feed http://www.workcircle.co.uk/click?j=134369215 Morris Jones Consulting Ref: M985465MBM Job Title: Office Based Mortgage Broker - Cambridge Salary: £18,500 - £27,500 basic, plus car/car allowance, OTE £50,000 Overiew: A well respected national chain of estate agent with offices throughout the South of England is seeking an experienced fully CeMAP mortgage broker to work from the busy office in Cambridge, providing regulated mortgage and protection advice. Main Duties: A rare and excellent opportunity has arisen due to the increase in property sales in the Cambridge office for an experienced fully CeMAP qualified (or equivalent) mortgage broker/adviser to join part of a group that includes the largest and most successful independent estate agency group in Europe. This really is a rare opportunity as our client not only offers the successful mortgage broker access to the whole of the market in terms of mortgages but is also in the unique position to offer advice using the whole of the market in terms of protection, including life, critical illness, ASU, Mortgage Payment Protection and buildings and contents. As well as offering a unique access to the whole of market, you will also be able to earn nearly 50% of business banked once you have achieved £100k of business, including proc and broker fee, life bankings, critical illness and other business. Covering the busy branch you will alongside a sales focused team of negotiators and provides regulated advice on both mortgages and the associated protection products. As well as receiving fresh leads from the team on a regular basis, you will also have access to the company's database of existing clients. Not only are qualified leads referred over, but you will also have at your disposal 00's of different mortgage products and competitive protection policies. Our client also offers an excellent commission structure with no threshold and a different commission for the various products at your disposal including ASU, term assurance and BC. Key Skills: As you will be the sole mortgage broker/adviser working within the branch an excellent knowledge of mortgages and the various products is essential along with the CeMAP qualification (or equivalent). Applications will be considered from individuals from a tied, Independent or banking mortgage environment providing that they can show a good track record in mortgage sales, if the CeMAP, CF6 or MAQ qualification has been attained. Summary: This is an excellent opportunity for an experienced Mortgage Broker or Mortgage Adviser to join one of the UK’s largest and best known estate agency chains in the UK. Our client offers excellent earnings potential along with the opportunity for an experienced Adviser to progress his or her own career. Contact: Bryn McMillan Financial Servicers Specialist Morris Jones Consulting Job Vacancy, Mortgage Broker, Life and Protection, Cambridge, 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: Lowestoft, Suffolk Sat, 18 May 2013 02:59:13 +0100 http://www.workcircle.co.uk/click?j=148792204&from=feed http://www.workcircle.co.uk/click?j=148792204 HNW Mortgage Broker Ipswich £25 - £35k basic Benefits Uncapped Commission Our client is one of the UK's leading Mortgage Brokers, helping finance private or commercial property transactions, specialising in large mortgages for main or second homes, investment property, buy-to-let mortgages and commercial property finance. Key Points: HNW lead source Elite offices Excellent benefits Fantastic OTE Candidate Requirements: Full CeMAP or equivalent (Essential) Drive and enthusiasm A proven track record within mortgage services The ability to build relationships at all levels Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, HNW, Wealth, High Net Worth 25000.0000 Speciality: Mortgage Advisor. Location: Ipswich, Suffolk Fri, 17 May 2013 03:02:55 +0100 http://www.workcircle.co.uk/click?j=148792135&from=feed http://www.workcircle.co.uk/click?j=148792135 Whole of Market Mortgage Adviser - Lowestoft Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage service provider. Covering the Lowestoft office, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: Full CeMAP Proven track record in mortgage/life sales They will offer: £18 - 24k Basic Car or allowance Uncapped Commission Full support and training An excellent commission package Leads provided mortgage adviser, mortgage broker, mortgage consultant, mortgage, cemap, cf6, MAQ 18000.0000 Speciality: Mortgage Advisor. Location: Lowestoft, Suffolk Fri, 17 May 2013 03:02:53 +0100 http://www.workcircle.co.uk/click?j=135797892&from=feed http://www.workcircle.co.uk/click?j=135797892 In order to maintain their position as a leading IFA within East Anglia, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation in Ipswich. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients. The successful applicant will have a proven record as a Paraplanner, ideally gained within a fee based IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required. This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients 28000.0000 Speciality: Paraplanning. Location: Ipswich, Suffolk Fri, 17 May 2013 03:02:28 +0100 http://www.workcircle.co.uk/click?j=146371925&from=feed http://www.workcircle.co.uk/click?j=146371925 We are looking for someone to provide a range of administrative financial services support to our clients advisory team making effective use of systems, entering investment details and fund prices which are used to analyse, interpret, present and report on the performance of discretionary portfolio investments of their clients. Essential Skills/Qualifications 5 GCSE's grade A-C (including English Mathematics) Proficient in Microsoft Office (Word/Outlook/Excel) Ability to work on own initiative, plan and organise workloads effectively to meet deadlines Communicates clearly, both verbally and in writing Desirable Criteria Certificate in Financial Planning Experience of discretionary portfolio management Accountabilities Collate, analyse and interpret internal and external data in order to update investment history on the CRM system. Produce relevant, accurate and timely business and management information in various formats and using various tools and sources for both internal and external routine standard reporting. Respond to requests for fund performance information work with colleagues to determine information requirements. Set up and maintain relevant diary systems to back up and support for Quarterly/half yearly and annual valuations Benefits 24 days holiday plus bank holidays PRP Bonus scheme Free Parking 3x Death in service Income protection GPP and PMI after 1 year's service Well-being payment of £120 per year towards Gym fees (paid in two instalments) Friendly working environment Career and professional development 12000.0000 Speciality: Sales Support. Location: Newmarket, Suffolk Fri, 17 May 2013 02:57:38 +0100 http://www.workcircle.co.uk/click?j=146371686&from=feed http://www.workcircle.co.uk/click?j=146371686 Whole of Market Mortgage Adviser - Lowestoft Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage service provider. Covering the Lowestoft office, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: Full CeMAP Proven track record in mortgage/life sales They will offer: £18 - 24k Basic Car or allowance Uncapped Commission Full support and training An excellent commission package Leads provided mortgage adviser, mortgage broker, mortgage consultant, mortgage, cemap, cf6, MAQ 18000.0000 Speciality: Mortgage Advisor. Location: Lowestoft, Suffolk Fri, 17 May 2013 02:57:29 +0100 http://www.workcircle.co.uk/click?j=146371648&from=feed http://www.workcircle.co.uk/click?j=146371648 HNW Mortgage Broker Ipswich £25 - £35k basic Benefits Uncapped Commission Our client is one of the UK's leading Mortgage Brokers, helping finance private or commercial property transactions, specialising in large mortgages for main or second homes, investment property, buy-to-let mortgages and commercial property finance. Key Points: HNW lead source Elite offices Excellent benefits Fantastic OTE Candidate Requirements: Full CeMAP or equivalent (Essential) Drive and enthusiasm A proven track record within mortgage services The ability to build relationships at all levels Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, HNW, Wealth, High Net Worth 25000.0000 Speciality: Mortgage Advisor. Location: Ipswich, Suffolk Fri, 17 May 2013 02:57:28 +0100 http://www.workcircle.co.uk/click?j=134013468&from=feed http://www.workcircle.co.uk/click?j=134013468 Organisation Description My client whoformed theFinancial Services division of this Chartered Accountancy Practiceover 30 years ago havingbuilt a superb reputationbyoffering professional andimpartial financial advice to companies, individuals and partnerships. There ethos isto combine a professional approach with innovative financial planning advice. They pride themselves on havingthemost experienced and reputable employees in the industry. They have a national presence including 3 regional offices with this vacancy based out of the Ipswich Office My clients has won various accolades includingAccountancy Firm of the Yearand is a superb company to work for with an has an extremely low turnover of staff Job Description I amlooking for an experienced, confident,driven and proven IFA to work from the Ipswich office to service a lucrative client bank by offering holistic Financial advice. The role is offered on an employed basis onlywithtargets at x3 salary. The market leading salary is negotiable and is dependant on the calibre of the advisor and previous business written. Bonuses are paid half yearly. This is a fantastic opportunity with clients available and a technical support team in place. Person Specification You will have experience of developing relationships perhaps with an accountancy firm and you will be an holistic Financial Planner with a bias towardsretirement planning. You will be fully Diploma qualified and ideally Chartered or working towards with Cas and SPS. You will be professional, articulate with exceptional communication skills and driven to succeed. Reed Specialist Recruitment Limited is an employment agency and employment business 40000.0000 Speciality: Independent Financial Advisor. Location: Ipswich, Suffolk Fri, 17 May 2013 02:53:33 +0100 http://www.workcircle.co.uk/click?j=147182688&from=feed http://www.workcircle.co.uk/click?j=147182688 We are currently seeking a mathematical graduate to join our Management Information team. THE COMPANY. R3: Group owns a series of niche specialist insurance brokers and financial services providers. Based around all of the UK, these specialist companies offer dedicated financial products for their specific markets. THE ROLE We have an exciting opportunity for a Data Management Information Analyst who will produce and analyse Management Information for R3 Group subsidiaries for delivery at all levels across the group. You will be required to analyse and interpret patterns, errors and inconsistencies in the represented data as well as extract and collate data from internal systems for inclusion in monthly and weekly reports. YOU We are looking for a candidate that will adhere to departmental procedures, ensuring that work is processed in a timely and competent manner. You will have good administrative skills, strong organisation and communication skills both written and oral, computer literate with a working knowledge of Microsoft Office. It is essential that you have a good numeracy and analysis skills and ability to deliver quality reports within agreed timescales. In return for your commitment and enthusiasm, R3: Group is offering an attractive salary, discount on travel, holidays, insurance, financial products and consumer goods. APPLY NOW If you believe you have the skills and experience to succeed then join our team and look forward to a challenging and rewarding role. Regretfully, if you have not had a response within one week then unfortunately you have not been shortlisted on this occasion. 0.0000 Speciality: Other Financial Services. Location: Ipswich, Suffolk Fri, 17 May 2013 02:41:11 +0100 http://www.workcircle.co.uk/click?j=142824156&from=feed http://www.workcircle.co.uk/click?j=142824156 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 want to hear from you. William H Brown are part of one of the UK’s leading Estate Agents within Sequence who are in turn part of The Connells Group with over 480 High Street Branches throughout the UK. We are looking to recruit a Mortgage Consultant to work in our successful Bury St Edmunds branch. 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. In return we can offer a competitive salary package, outstanding training and the chance to work for a leading award winning company who can offer you a rewarding and progressive career potentially from new recruit Mortgage Consultant to a seat in the Boardroom. We are a consistent award winning organization for customer services, have been recognised by the industry as an employer and we value our employees as our most important asset. We very much look forward to hearing from YOU and all enquiries are always treated in the strictest of confidence. Why not check out our group and company websites at www.connellsgroup.co.uk or www.sequencehome.co.uk 18000.0000 Speciality: Mortgage Advisor. Location: Bury St. Edmunds, Suffolk Thu, 16 May 2013 03:15:20 +0100 http://www.workcircle.co.uk/click?j=147068127&from=feed http://www.workcircle.co.uk/click?j=147068127 Our client is a well established and successful Wealth Management / Employee Benefits practice. Due to continued expansion they are currently looking to recruit an experienced and highly technical Corporate Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending client meetings and taking minutes - Preparing client reports and suitability letters - Preparing pension transfer analysis reports - Handling technical client queries - Assisting with creation/evolution of client portfolios - Ensuring team complies with FSA and internal compliance procedures - Attending monthly group marketing meetings Candidates need to be Diploma qualified and preferably degree level educated. It is essential that candidates demonstrate a strong background within an IFA / EB environment as a Paraplanner and ideally have strong IT skills. In return our client is looking to offer a competitive basic salary of circa £30k as well as an excellent benefits and bonus package. 20000.0000 Speciality: Paraplanning. Location: Bury St. Edmunds, Suffolk Thu, 16 May 2013 03:15:04 +0100 http://www.workcircle.co.uk/click?j=147068089&from=feed http://www.workcircle.co.uk/click?j=147068089 Our client is a well established and successful Employee Benefit / Private Client IFA. Due to sustained growth our client is looking to recruit an experienced and competent Private Client Administrator to join their growing team. Responsibilities: - Providing an administration service to existing private clients - Undertake client valuations and prepare information ahead of client reviews - Liaising with insurers / providers for new business quotations - Handling technical client queries Candidates need to have experience of working within private client administration. You will have strong verbal and written communication skills and have the ability to manage multiple tasks. Experience of using Adviser Office / First / Avelo would be a distinct advantage. In return our client is looking to offer a competitive basic salary of £15-20k as well as an excellent benefits and bonus package. 15000.0000 Speciality: Sales Support. Location: Newmarket, Suffolk Thu, 16 May 2013 03:15:04 +0100 http://www.workcircle.co.uk/click?j=147068107&from=feed http://www.workcircle.co.uk/click?j=147068107 Our client, a rapidly expanding and successful IFA, currently requires an Administrator / Paraplanner to provide technical support to their growing employee benefits team. Candidates will be required to: - Produce and package accurate new member packs (new business quotations), making sure all supporting literature is compliant -Monitor case/client progress through to policy extraction, credit and commission payments - Carry out annual reconciliations on group pension renewals/flex/group risk and total reward arrangements Experience: - Have a good level of experience in the administration of group personal pensions and employee benefit schemes - Have experience of talking to product providers regarding group risk/flex benefits and pension product queries - Have attained the financial services CF qualifications (ideally 1-5) or FPC qualification - Ideally candidates will be working towards the Diploma qualification and have a working knowledge of 1st Software In return candidates can expect to receive a competitive basic of £22-30k as well as an excellent flexible benefits package. 22000.0000 Speciality: Employee Benefits. Location: Newmarket, Suffolk Thu, 16 May 2013 03:15:04 +0100 http://www.workcircle.co.uk/click?j=147068121&from=feed http://www.workcircle.co.uk/click?j=147068121 Our client, a leading financial services outsourcing organisation, currently requires a Benefits Consultant to join their growing corporate pensions team. You will manage a portfolio of clients and be responsible for negotiating terms and provision of services across a range of employee benefits. Candidates will present to scheme members on relevant matters and identify additional business opportunities for services across the group. You will oversee the production of all reports, documents and communication with the clients and act as a secretary to the Trustees. Candidates need to come from a consultancy background, ideally be studying towards or have achieved APMI status and ideally be degree educated. Candidates also need to have significant experience of dealing with occupational pension schemes within a similar environment. In return candidates can expect to receive a basic of £35-50k as well as an excellent benefits and bonus package. 35000.0000 Speciality: Employee Benefits. Location: Ipswich, Suffolk Thu, 16 May 2013 03:15:04 +0100 http://www.workcircle.co.uk/click?j=147068070&from=feed http://www.workcircle.co.uk/click?j=147068070 Background As Pricing Analysis Manager, you will be responsibile for ensuring the profitable development of AXA Insurance’s personal non-motor intermediary lines of business (both standard and non-standard household and other property, travel, warranty and personal accident). Leading a team of actuarial and pricing analysts, you will have particular responsibility for the development and delivery of pricing excellence in the intermediary channel across these lines of business. The UK personal lines market is one of the most competitive and advanced insurance markets in the world, and profitable growth of personal intermediary non-motor business forms a key part of AXA Commercial Lines and Personal Intermediary strategic plans. The key determinant of profit and growth for all personal lines accounts is optimised pricing underpinned by sound analysis and management of risk. Given the size of the account, this role presents a real opportunity to make a distinct impact on the top and bottom lines of AXA CLPI's Profit Loss account. The role To lead a personal intermediary non motor pricing team, developing the skills and competencies of the team. Take responsibility for pricing and analytical excellence within the personal intermediary household and lifestyle lines of business and balance the needs of the various lines of business. Define the data strategy for personal intermediary non-motor business. Build and maintain planning models for personal intermediary non-motor lines of business to produce the inputs for the financial planning process from granular assumptions. Ensure information used for pricing is fit for purpose and, in particular reconciles with core data systems. Where necessary this may require degrees of data manipulation, working with MI teams as appropriate. Deliver optimal pricing recommendations in line with strategic plans. Develop and deliver new approaches to ensure that our methods become and remain best of breed. Modelling to forecast and monitor the impact of rate changes. Assess product profitability and the performance of personal lines household business, recommending improvements as necessary. Support and challenge core pricing, Underwriting, Distribution and Reinsurance decision-making. Contribute to the strategy for personal non-motor products. Identify new pricing development opportunities and tactics to improve account performance. Initiate and where appropriate lead projects to deliver these opportunities. Build relationships across the AXA business and in particular with the core pricing teams and work closely with them to ensure personal intermediary requirements are met. Skills, knowledge and behaviour Key Excellent numerical mathematical skills. Degree in a mathematics related discipline or evidence of equivalent proficiency. Ideally post graduate or professional qualification(s) in a numerate discipline (e.g. MSc statistics, actuary or accountant). Coaching and development skills. Detailed understanding of appropriate statistical techniques for insurance risk analysis and demand pricing Proven ability to plan and prioritise own work and the work of others. Ability to grasp the significance and meaning of a range of technical and complex issues relating to underwriting, claims handling, pricing, reserving and financial analysis of insurance. Demonstrating effective communications, influencing and strong relationship building skills both within and outside the immediate team. Other Strong financial analysis and modelling skills. Experience of demand price optimisation Advanced level knowledge of products including Excel, Visual Basic, SAS, Emblem, Optimiser. Ability to work under pressure and to strict deadlines whilst maintaining reliability and accuracy. 47076.0000 Speciality: Actuarial. Location: Ipswich, Suffolk Thu, 16 May 2013 03:15:03 +0100 http://www.workcircle.co.uk/click?j=147068071&from=feed http://www.workcircle.co.uk/click?j=147068071 Background As Senior Pricing Analyst, you will be using your expertise to support our underwriting management and Actuarial Team in implementing Commercial Line's Motor’s Pricing strategies, including the development of pricing recommendations to assist in the development of Product level and Key Partner accounts The key determinant of profit and growth for our commercial motor lines is optimised pricing underpinned by sound analysis and management of risk. Your responsibility will include analysing and the provision of statistical information on existing Non Fleet products and Partner variants, budgets and reviews, in conjunction with the underwriting development and volume Partnership team. A key part of the role will be analysing data for new propositions and providing analytical reports on potential pricing levels to deliver a profitable development of the proposition. AXA Commercial Lines Personal Intermediary is a unique business in the insurance sector and has been created with the needs of our brokers and customers in mind. With separate Divisions for Commercial and Personal Intermediary, Direct Partnerships, Claims and Underwriting and Bluefin Services, we provide our Brokers and customers with a single integrated service for Insurance solutions and expert advice. The role Liaise with Underwriters and Actuarial team to provide a core product technical rate by: utilising internal and market pricing analysis to produce pricing recommendations at Product level to deliver premium income and profitability targets. This includes price optimisation techniques. producing bespoke analytics and pricing recommendations using Partner / distribution channel specific data and pricing capabilities recommending ways of improving and developing pricing and underwriting product structures to meet financial objectives. Assist with setting the underwriting and risk acceptance criteria on Non Fleet CLI Motor accounts Maintain, and where necessary create, standardised robust Product and Partner MI and analysis to enable performance against target to be accurately monitored, and pro-active corrective pricing actions to be implemented when appropriate. This includes externally provisioned Partner MI Contribute to the assessment of new business propositions from intermediaries and partners. This includes identifying and researching business opportunities for new and existing schemes with other relevant departments. Support internal and external audit of underwriting and pricing procedures as required Involvement in projects to develop alternative methods of delivering rates to market. Skills, knowledge and behaviour Education Either Actuarial (full or part qualified), Statistical/Mathematical Degree (or similar) Or ACII Qualification (or progress toward) Knowledge/skills Thorough knowledge of Insurance pricing. Very strong PC skills, particularly Excel, SAS, Access and other database management tools. Good knowledge of developing spreadsheets and databases and statistical techniques used within the insurance and finance industries. Good understanding of UK Motor markets (Direct Intermediary) across all distribution channels including some knowledge of trends and developments. Knowledge of the underwriting processes across a broad range of Commercial and/or Personal Lines products. Good understanding of General Insurance MI. Ability to work under pressure and to tight deadlines. Ability to interpret and analyse numerical trends. Good communication and interpersonal skills. Ability to work under own initiative within a team environment Experience Sound experience of underwriting and pricing across a broad range of Commercial or Personal Lines products. Practical experience of producing detailed analysis for product pricing and product design. Experience of analysing and pricing a significant general portfolio. Practical experience of report writing. Experience of relationship management e.g. brokers, partners an advantage 29040.0000 Speciality: Actuarial. Location: Ipswich, Suffolk Thu, 16 May 2013 03:15:03 +0100 http://www.workcircle.co.uk/click?j=147068072&from=feed http://www.workcircle.co.uk/click?j=147068072 Background As Pricing Analyst, you will be responsible for providing analysis to support pricing decisions by the non-motor underwriting teams (both standard and non-standard household and other property, travel, warranty, marine and personal accident). The UK personal lines market is one of the most competitive and advanced insurance markets in the world, and profitable growth of personal intermediary non-motor business forms a key part of AXA Commercial Lines and Personal Intermediary strategic plans. The key determinant of profit and growth for all personal lines accounts is optimised pricing underpinned by sound analysis and management of risk. In addition to your excellent technical knowledge and analytical skills, your ability to respond quickly and efficiently to shifting business priorities, as well as market developments, will be essential to ensure that the Personal Intermediary non-motor lines of business perform in line with these financial plans. AXA Commercial Lines Personal Intermediary is a unique business in the insurance sector and has been created with the needs of our brokers and customers in mind. Our structure comprises separate Divisions for Commercial Intermediary, Personal Intermediary, Commercial Direct Partnerships, Commercial Claims and Underwriting and Bluefin Services, providing our Brokers and customers a single integrated service for Insurance solutions and expert advice. The role Assist in defining the data strategy for personal intermediary non-motor business Assist in the building and maintenance of planning models for personal intermediary non-motor lines of business to produce the inputs for the financial planning process from granular assumptions Produce analyses as required by the underwriting teams to deliver optimal pricing recommendations in line with strategic plans. Suggest ways of improving and developing pricing structures and assist in the development and delivery new approaches to ensure that our methods become and remain best of breed. Carry out the analysis to forecast and monitor the impact of rate changes Support and challenge core pricing and underwriting decision-making Identify new pricing opportunities and tactics to improve account performance. Initiate and where appropriate lead projects to deliver these opportunities. Liaise with the core pricing teams and work closely with them to ensure personal intermediary requirements are met Collation for sign-off of inputs for the assessment of exposure for reinsurance purposes Maintenance and interrogation of databases to provide market and competitor analysis Skills, knowledge and behaviour Education Actuarial (full or part qualified), statistical/mathematical degree or similar Knowledge/Skills/Experience Thorough knowledge of insurance pricing Ability to analyse and interpret numerical trends Practical experience of producing detailed analyses for product pricing Very strong PC skills, and in particular, Excel, SAS, Access and other database management and mapping tools Sound understanding of general insurance MI Ability to work under pressure and to tight deadlines Good communication and interpersonal skills 29040.0000 Speciality: Actuarial. Location: Ipswich, Suffolk Thu, 16 May 2013 03:15:03 +0100 http://www.workcircle.co.uk/click?j=147068079&from=feed http://www.workcircle.co.uk/click?j=147068079 Due to continued expansion our client is presently looking for experienced, high quality Independent Financial Advisors (IFA’s) to join the company and assist in dealing with increasing volumes of enquiries from their strong ties with many introducers and professional connections. Full administration / paraplanning and lead generation support is provided. The ideal candidate will have atleast 5 years experience within an IFA / multi tied environment, be Level 4 / Diploma Qualified, and have excellent relationship management skills. Ideally candidates will have some form of client bank, although this is not essential. In return my client is looking to offer a competitive basic salary of £25-40k basic as well as an excellent benefits and bonus package including car or car allowance and pension etc. 26000.0000 Speciality: Independent Financial Advisor. Location: Newmarket, Suffolk Thu, 16 May 2013 03:15:03 +0100 http://www.workcircle.co.uk/click?j=147068044&from=feed http://www.workcircle.co.uk/click?j=147068044 Our client is one of the leading IFA practices in the UK and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. The ideal candidate will need to be ambitious and committed to client service, qualified and have an excellent knowledge of the financial services marketplace. You must inspire confidence in corporate and private clients alike and will be expected to develop business relationships with professional advisers in other disciplines. As you would expect, for suitable candidates, the rewards are excellent. My client offer not only a very competitive OTE in the region of £80-100k, but a genuine career path and the potential to rise to the very top of one of the UK’s most successful companies as well as full compliance and administration support. 10000.0000 Speciality: Independent Financial Advisor. Location: Suffolk, East Anglia Thu, 16 May 2013 03:15:02 +0100 http://www.workcircle.co.uk/click?j=147068002&from=feed http://www.workcircle.co.uk/click?j=147068002 Mortgage Area Sales Manager - Mortgage Regional Manager NEWS FLASH!!! URGENTLY Required!!! My client, a market leading Estate Agent is now looking to for a Mortgage Area Sales Manager to head a team of up to 6 Mortgage Advisors who specialise in re-mortgage business across a vast branch network. Suitable for current top performing Mortgage Advisors looking for the next step up the ladder or existing Sales Managers who are looking for a new challenge, but are also willing to write business themselves. The Role: As a Mortgage Area Sales Manager you will be reporting to the Director, you will be responsible for your personal performance levels as well as the performance of your team, covering a vast network of Estate Agency offices, ranging from East London into Essex Norfolk. In addition to writing business yourself, you will also be responsible for the on-going development of a team of fully CeMAP qualified Mortgage Advisors. This will include the setting of targets alongside the Director, recruitment, training, disciplines, motivation and working in close conjunction with the Estate Agency Branch Managers. Mortgage Area Sales Manager - Mortgage Regional Manager Your staff will be equipped with computer software which delivers the latest information on all the mortgage lenders and their products. As a company they work closely with many leading lending institutions and other product business partners and offer a complete range of market leading products and services including mortgage products, re-mortgage products, life assurance, critical illness, permanent health insurance, accident, sickness redundancy insurance and buildings contents insurance. Experience / Qualification: -CeMAP qualified (or equivalent) -A successful sales record / history as either a Mortgage Advisor and / or previous experience in managing a team of Mortgage Advisors -A full understanding of the Mortgage Market Estate Agency -Excellent communication skills -Experience of Financial Services sales and a full understanding of compliance regulations Remuneration: My clients offer an excellent basic salary to £30,000 coupled with a superb commission structure, company car to BMW specification or equivalent and other benefits. On target earnings are £50,000 - £60,000 per annum. Please be aware the role of Mortgage Area Sales Manager will involve a lot of travelling to client’s houses as well as to head office for regular meetings. The nature of the role means that evening appointments are common and therefore your hours start times will have a degree of flexibility. Kings Permanent Recruitment is a specialist Estate Agency recruitment service, dealing with the placement of Estate Agents Letting Agents into permanent positions within the Residential Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants/Mortgage Advisors. Visit Kings Permanent Recruitment website at www.kingspermanentrecruitment.co.uk for online Estate Agency vacancies. 40000.0000 Speciality: Mortgages - Other. Location: Ipswich, Suffolk Thu, 16 May 2013 03:14:59 +0100 http://www.workcircle.co.uk/click?j=133916832&from=feed http://www.workcircle.co.uk/click?j=133916832 Organisation Description My clienthas been deliveringquality adviceto both individuals and employers for over 10 years. They have a superb reputation in the local areaandnow have over40 employees. Myclient remainstruly independentwith a hugeemphasis on client service and delivery. Job Description The investment Manager role will encompass many duties and responsibilities including reviewing risk ratings, research, asset allocation, checking reports, re balancing of Portfolio's and much much more. You will be a key member ofthe Investment committee and will present findings/solutions to other members of the committee and wider company plus meeting Fund Managers Person Specification Due to the nature of the role you will have an Investment Certificate such as the IMC or the new CISI plus you will confident, knowledgeable and articulate with a thorough understanding of markets and the industry as a whole. You will also have an IFA background and used to presenting and advising to clients. Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Investments. Location: Newmarket, Suffolk Thu, 16 May 2013 03:09:02 +0100 http://www.workcircle.co.uk/click?j=147824838&from=feed http://www.workcircle.co.uk/click?j=147824838 Join the home of some of the nation's best-loved brands, including Direct Line, Churchill, Privilege, Green Flag and NIG. When customers call in to amend, transfer or renew their existing insurance policies, you'll be the informed and trustworthy voice that ensures they receive a first class customer service and remain a loyal and satisfied Direct Line Group customer. And with such a wide range of Direct Line Group insurance products on offer that could also compliment the customer's lifestyle, whether that's car, home, travel or pet insurance, you'll be in a great position to identify opportunities to upsell additional policies that best suit the customer. You'll follow scripts in certain areas, but how you walk customers through the process and match products to their specific needs will be largely up to you - and you'll be supported along the way, through an extensive training and development programme. In return, you'll benefit from a competitive salary, an attractive annual holiday entitlement, a great team atmosphere, and plenty of opportunities for progression. You'll also pick from additional rewards that suit your lifestyle - and there's plenty to choose from, including pension funding, life assurance, provide medical cover, and discounted insurance plans. We're looking for people who can communicate persuasively, who have a passion for customer service, and an eye for detail. You'll adapt your approach accordingly depending on the needs of callers and will possess the determination to ensure that every call you take ends with the best outcomes having been achieved for the customer and the company. We want people to draw on their life experience, personality and individual talents, but if you have previous experience of achieving sales through delivering an excellent customer service, so much the better. As the contact centre is open seven days a week, some evening and weekend work may be required. If this sounds like the perfect opportunity for you, apply here today! The successful applicants will have drive and enthusiasm for helping customers and be PC literate. Must be able to pass a credit check. 14500.0000 Speciality: Loans - Other. Location: Ipswich, Suffolk Thu, 16 May 2013 02:55:34 +0100 http://www.workcircle.co.uk/click?j=135674211&from=feed http://www.workcircle.co.uk/click?j=135674211 As a paraplanner you will work closely with Wealth Managers and be a technical referral point for Administrators within a Wealth Management environment. Requirements: Fund research and analysis Technical product research Preparation and writing of reports Constructing client letters Working closely with wealth managers to make recommendations Attending client meetings and taking accurate meetings All of the above will be in relation to Life, Pensions, Investment and Tax Planning so strong technical knowledge of all of these products is essential. Candidates should already hold the Level 4 Qualification / DipFA / DipPFS and be willing to study further. If you would like to apply for this vacancy, please contact Jodie Murray 30000.0000 Speciality: Paraplanning. Location: Ipswich, Suffolk Thu, 16 May 2013 02:54:27 +0100 http://www.workcircle.co.uk/click?j=148639084&from=feed http://www.workcircle.co.uk/click?j=148639084 An Independent Financial Advisors based in Central Ipswich is looking to recruit a self-employed high caliber Adviser to promote and sell financial products by giving holistic advice on the products/market. The successful candidate will be required to meet clients to review financial circumstances, current provisions and future aims in order to win new business. You will manage and develop your professional connections and review portfolios. To be considered for this role you must be qualified to QCA level 4, have excellent communication skills and most importantly be extremely self-motivated in order to manage your own diary. 0.0000 Speciality: Independent Financial Advisor. Location: Ipswich, Suffolk Thu, 16 May 2013 02:47:15 +0100 http://www.workcircle.co.uk/click?j=148639072&from=feed http://www.workcircle.co.uk/click?j=148639072 This leading Wealth Management firm seeks a skilled Financial Services Administrator to join their Administration team based in Lowestoft. The Administration team provides full support to Wealth Managers, your role will be to process new business and ensure fact find and client documentation is actioned accordingly. You will deal with enquiries from clients, ensuring that a first class service is given and the appropriate action is taken. This role would suit candidates looking for part time hours (25 - 30 per week) this can be flexible for the right candidate. You will be responsible for producing compliant and accurate work, making sure that all files are correctly managed. You will be expected to regularly visit clients with the Financial Planners, as well as dealing with submissions and liaising with product providers. This roles duties will include: Obtaining illustrations and quotations. Ensuring documentation is fully prepared, pre and post advice. Ensuring client database is kept up to date. Liaison with other departments within the firm (e.g. tax) in relation to mutual clients. General department administration and filing duties. Submission of applications and related activities Liaison with insurance companies. Production of client valuations and preparation of review packs. Booking appointments and scheduling meetings. Dealing with calls from clients/product providers. The successful candidate will have experience within a Sales Support capacity gained within a Financial Services organisation. You will have proven administration, business processing and experience and be able to support Consultants and Technical staff. You must have strong written and verbal communication skills and experience with Intelliflo software would be beneficial. This is an excellent opportunity for an ambitious individual to join an expanding and highly professional organisation. Financial Services, IFA, Sales Support, Financial Planning 15000.0000 Speciality: Sales Support. Location: Lowestoft, Suffolk Thu, 16 May 2013 02:47:14 +0100 http://www.workcircle.co.uk/click?j=141754904&from=feed http://www.workcircle.co.uk/click?j=141754904 Organisation Description My client is a very reputable and successful local practiceoffering advice to both personal and corporate clients with over 10 years experience. The office has grown substantially over the years to above 40 staff includingIFAs, paraplanners, administrators and the Investment team Job Description I am recruiting for an additional employed IFA ( Wealth Planner ) to provide holistic Financial Advice to theexisting clients within the firm. Clients have been introduced from the successful Employee Benefits side of thebusinessplus the excellent relationships they hold with local accountants and solicitors. Person Specification This role will be suited to an experienced IFA with a proven trackrecord of developing relationships and skilled at networking. It is preferred if you have an existing client bank which willdemonstrate the above. You will of course be Diploma qualified and ideallyprogressing towards Chartered Excellent salary + bonus + benefits + Existing clients and leads + Paraplanning and Administration support Reed Specialist Recruitment Limited is an employment agency and employment business 30000.0000 Speciality: Independent Financial Advisor. Location: Newmarket, Suffolk Wed, 15 May 2013 03:17:09 +0100 http://www.workcircle.co.uk/click?j=146925888&from=feed http://www.workcircle.co.uk/click?j=146925888 Our client a highly successful investment focused IFA. Are now seeking a junior paraplanner / admin assistant (minimum 2 years) to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature The successful candidate will have basic industry qualifications (Cefa or CF1,2,3) and be looking to become Diploma qualified in Financial planning. You will have some experience in: Avelo (1st Software) and the Ascentric Platform. You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career. The role will sort a candidate currently working in a IFA brokerage 16000.0000 Speciality: Paraplanning. Location: Sudbury, Suffolk Wed, 15 May 2013 02:47:29 +0100 http://www.workcircle.co.uk/click?j=146053884&from=feed http://www.workcircle.co.uk/click?j=146053884 PART TIME ROLE Are you a dynamic, self motivated telesales administrator who is keen to make a difference and grow with a developing company. Are you confident making outbound telesales cold calls to companies with the purpose of gaining new clients by selling insurance products. The role also requires you to have the ability to provide a degree of administrative support to the brokers where necessary to aid in the retention of existing clients and the processing of new business. Your main duties would include:- Outbound telesales cold calls to prospective companies To use effective questioning and listening skills to identify clients current or future requirements leading to letters of appointment. Dealing with clients in a friendly, courteous and professional manner, achieving the required customer satisfaction and excellence. Answering telephone calls Deal with incoming emails and correspondence effectively Composing correspondence to clients via both letter and email Aid in the completion of market research for existing and prospective clients Processing renewals and new business application with the use of in house computer system Liaising with insurers and negotiating where necessary Undertaking any other duties as required Aptitude to learn new products and on-going training treating customers fairly and giving best advice. This role will ideally suit an enthusiastic, self-motivated individual who is a team player but also able to work independently. The successful candidate must be an excellent and sensitive communicator both verbally and in writing and must have excellent composition and grammar skills. Competent keyboard skills and regular use of Microsoft office are also essential. This is a fast paced environment so will require the applicant to be quick thinking and able to multi-task also working to deadlines. WORKING HOURS: Part time 16-32 hours with the possibility of increasing to full time in the future. Days and times flexi Regular use of Microsoft Office Good computer and keyboard skills Good telephone manner Competent internet skills GENERAL SKILLS/ ATTRIBUTES: Excellent communication skills both verbally and in writing Ability to stay calm under pressure Keen attention to detail A good grasp of the English language The ability to show initiative Good at prioritising EXPERIENCE: Experience preferred in telesales or good telephone communication skills. Experience in administration is essential. IMMEDIATE INTERVIEWS 8.0000 Speciality: Sales & Business Development. Location: Mildenhall, Suffolk Wed, 15 May 2013 02:16:27 +0100