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=wiltshire http://www.workcircle.co.uk/click?j=145833887&from=feed http://www.workcircle.co.uk/click?j=145833887 Employed IFA £35k - £50k Package Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team based in Bath. The firm offer fee-based, independent financial advice and investment management services to private and corporate clients. They work with some of the best well know partners in the industry who act as lead introducers. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidate must be able to demonstrate good relationship building skills, for the role involves working with lead providers and be able to bring some clients with assets under management. Diploma qualification is a minimum and full support is provided to reach Chartered Status. Please apply quoting reference RH 23678 40000.0000 Speciality: Independent Financial Advisor. Location: Chippenham, Wiltshire Tue, 21 May 2013 03:05:54 +0100 http://www.workcircle.co.uk/click?j=131200194&from=feed http://www.workcircle.co.uk/click?j=131200194 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Swindon, Wiltshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £24,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Fri, 17 May 2013 13:30:09 +0100 http://www.workcircle.co.uk/click?j=147824708&from=feed http://www.workcircle.co.uk/click?j=147824708 My client is a professional IFA practice who specialise in providing financial advice to a wide range of clients across Wiltshire and the South Coast. They’re first class reputation has seen them expand in recent times and this has opened up a superb opportunity to add an experienced and qualified IFA to their team. Joining my client on an employed basis, you will have the flexibility to work field based or from their professional offices in Wiltshire. You will be servicing new and existing clients, providing impartial advice and tailoring products to their needs, whilst managing your own client bank. My client has the resources in place to ensure that you have the time to spend with your clients, including a dedicated administration team and with the impressive relationships they have in place with introducers including solicitors, accountants and stockbrokers, you will be provided with an excellent route towards gaining leads. To be considered by my client, it is essential that you have some of your own clients to bring to the table and your salary will reflect this, you will also be eligible for the competitive bonus structure they have in place. You will be qualified to Level 4 and have the desire to expand on your qualifications in the future. You will have an ambitious approach towards generating business and share the same morale’s and views as the team toward enhancing client’s expectations. If you would like to discuss this opportunity in confidence, please contact Andrew Nicholson at RecruitUK. 0.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:55:31 +0100 http://www.workcircle.co.uk/click?j=145833430&from=feed http://www.workcircle.co.uk/click?j=145833430 Our Wiltshire based client is currently looking to add to their busy and vibrant team, recruiting an adminstrator with a full and working knowledge of the financial industry and in particular with experience in a Whole of Market firm. Job Purpose Provide administrative support to Financial Planners enabling them to provide advice compliantly. This is to include assisting with research, portfolio reports and valuations, liaising with providers, clients and colleagues. Key Tasks and Responsibilities Adhere to the company’s operational procedures and processes at all times and be compliant in all activities in accordance with company regulations and standards and the FCA. Assist Paraplanners in all existing and new business matters. Act as a link between the Advising/Paraplanning Team and the Administration Team in order to make the advice process as efficient as possible and improve communication between the two teams. Obtain illustrations, key features documents and other necessary documentation required to support the advice process. Dealing with ad hoc queries from clients, other parties, and managing their expectations. Participating in the review process where required. Escalating problems that you become aware of to the Line Manager and/or managing them as quickly as possible and offering a solution where appropriate. Assist relevant colleagues in establishing efficient business processes including participating in the regular staff meetings. Meet regularly with Line Manager to discuss work progress, individual objectives and personal performance. Qualifications and Experience At least three years experience in a Whole of Market Financial Advice firm. Good knowledge of FCA requirements and an aptitude for working in an FSA/FCA regulated environment. Typing and Keyboard skills. Computer Literate including extensive knowledge of Windows applications (Word, Excel, PowerPoint). Experience in using Adviser Office or similar back office system. Competencies The ability to communicate effectively to others both verbally and in writing including telephone skills. Works with a positive attitude, promotes team spirit and company values. Ability to proactively identify areas where your assistance will help. Seeks to improve procedures and service to clients. Seeks and uses regular feedback to improve processes and levels of service. Able to demonstrate a sense of urgency around meeting client needs. Develops effective working relationships at all levels and across all teams. Maintain appropriate skills and knowledge in order to deliver on Key Tasks and Responsibilities. Has an understanding of other roles within the team and how they relate to one another. Looks for opportunities to extend own skills, and experience, in order to improve current performance. Demonstrates good attention to detail. Ability to prioritise and respond flexibly to change. Prioritises work and manages own time effectively, thinks ahead and identifies potential problems. Takes on a realistic amount of work give early warning of any difficulties. 18000.0000 Speciality: Paraplanning. Location: Swindon, Wiltshire Tue, 21 May 2013 03:05:40 +0100 http://www.workcircle.co.uk/click?j=149151361&from=feed http://www.workcircle.co.uk/click?j=149151361 Our client a boutique and well regarded IFA firm with over 25 years in business is looking to expand its team and take on a bright graduate to join their successful team. Our client is innovative in their approach to investments and have exciting plans for the practice. This is a fantastic opportunity for an ambitious graduate who wants to develop a rewarding career in an IFA environment. The main duties of this role will involve supporting the advisers and paraplanner with the client research and preparation of client reports. Liaison with third parties to ascertain client specific information. Keeping up to date with regular FSA updates and changes in legislation. As this is a trainee role there maybe occasions where you need to carry out additional tasks when they arise. The ideal candidate will have recent degree in a field such as Math/Economics/Finance or Business Studies. First class communication skills and an eye for details are required as you will be dealing with individuals from all levels. Willingness to learn, develop and be part of a proactive and energetic team is also essential. 17000.0000 Speciality: Sales Support. Location: Swindon, Wiltshire Tue, 21 May 2013 03:11:35 +0100 http://www.workcircle.co.uk/click?j=148398361&from=feed http://www.workcircle.co.uk/click?j=148398361 Our client are a specialist business who provide SIPP/SSAS and Pensions services to business and clients throughout the UK. We currently require a Compliance Monitoring Supervisor to join the business and work alongside a well established team of 3. This team comprise of - Compliance Manager, 2 Compliance Supervisors. Daily duties will include: Conduct formal thematic reviews as outlined within the Compliance Plan, Produce Reports from the formal thematic reviews, Assist with the new business monitoring of SIPP operations, Undertake transactional monitoring i.e. transfers from occupational schemes, Business Process monitoring i.e. follow trades from purchase to completion, Monitoring of Service Level Agreements. An excellent opportunity for a forward thinking and experienced individual looking to join a well respected employer. 20000.0000 Speciality: Compliance. Location: Salisbury, Wiltshire Tue, 21 May 2013 02:48:34 +0100 http://www.workcircle.co.uk/click?j=146695821&from=feed http://www.workcircle.co.uk/click?j=146695821 Joining as an Assistant Manager, based in the firms Trowbridge offices, you will have both a hands on technical role, preparing accounts and reviewing accounts, communicating with clients and relevant organisations, ensuring budgets and timescales are met, looking to provide a high quality service and add value to your clients. You will also oversee and be responsible for the development of junior staff, providing support, feedback and ensuring your own workload is maintained to a high standard. You will work on a wide range of clients, across varied turnovers and industries and look to build and develop excellent relationships. The firm is continuing to grow and expand positively and genuine prospects for medium and long term career progression are on offer for career focused professionals, looking to take the next positive step in their practice careers. You will be ACA or ACCA qualified, or suitably experienced with at least 5 years accounting experience, gained within an accountancy practice environment, preparing and reviewing accounts for a mixed client base and supervising/managing junior staff across various levels of experience. You will be seeking an opportunity where you can further develop your managerial responsibilities and progress within a leading firm of chartered accountants. Our client, based in Trowbridge is a leading, regional independent firm of chartered accountants, with an excellent reputation across Wiltshire and further afield. The firm has a very varied client base from start ups to multi million,medium/large corporate providing exposure to a wide spectrum of compliance and added value advisory work. £30000 - £35000 plus benefits, negotiable, dependent on experience. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13277423 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: Trowbridge, Wiltshire Sun, 19 May 2013 02:43:17 +0100 http://www.workcircle.co.uk/click?j=148913819&from=feed http://www.workcircle.co.uk/click?j=148913819 Due to success and an ongoing increase of business an experienced IFA is required to join a professional organisation based in the delightful town within the Wiltshire area. Priding themselves on having a substantial client base consisting of HNW and Corporate clients they are able to provide good quality clients and contacts to the prospective individual. My client are in the enviable position of also having a General Insurance, Employee Benefits and Healthcare Division therefore there are numerous opportunities to identify new business and to build upon. Although based in Wiltshire, their clients range from local businesses and individual families to large companies and organisations located across the UK. There will be an option to work from the Wiltshire office or from home, you will be provided with full office equipment/facilities. Administration support is available. Depending on the individual, experience and previous business levels my client are flexible with regards to the commission split however on average this would normally be 75%/25% (75% to the prospective individual). It is essential for all candidates applying for this IFA position to possess a strong Financial Services background advising on the whole of the market. You will have a successful proven track record and have the ability to liaise with HNW individuals. It is paramount that you are able to identify new opportunities, build an excellent relationship up with clients and retain the business. To apply for this position you must be fully Qualified and Authorised. 0.0000 Speciality: Independent Financial Advisor. Location: Wiltshire, South West England Sat, 18 May 2013 03:29:55 +0100 http://www.workcircle.co.uk/click?j=145833106&from=feed http://www.workcircle.co.uk/click?j=145833106 Our client a high net worth Wealth Management Company based in Swindon is looking to expand its team and take on a trainee paraplanner to help support their technical team. The company takes pride in its in-house asset management portfolio, running their own WRAP platform to give clients the full benefit of their excellent investment expertise. This is a fantastic opportunity for someone wanting to build upon their knowledge and skills within the financial services industry in a team of committed and highly professional individuals. In this role you will submit and process new business. You’ll produce and issue Client Reports together with supporting quotations and literature, liaising with both the IFAs and clients. You’ll be expected to deal confidently with product providers over the telephone and in writing. Day to day you’ll use the back office database systems. The ideal candidate will be an ambitious graduate. Any experience gained within the Financial Services arena however small would be highly beneficial. You will be self motivated, enthusiastic and committed to providing accurate work. You’ll be given support to obtain professional qualification and to learn from more qualified colleagues in a very rewarding role. If you're ambitious and looking for an opportunity to make a difference in a support role this could be the opportunity you’ve been looking for. 17000.0000 Speciality: Sales Support. Location: Swindon, Wiltshire Tue, 21 May 2013 03:05:29 +0100 http://www.workcircle.co.uk/click?j=148398347&from=feed http://www.workcircle.co.uk/click?j=148398347 Compliance Review Team Adviser Role Purpose Reporting to the CRT Authorisation Manager, the role-holder is required to remotely check the quality of advice given by authorised mortgage and insurance advisers working within our clients firms. The role-holder will provide feedback on the outcome of their checks to advisers and field-based supervisors. Main Accountabilities To check the quality of documentation uploaded by the adviser onto the online record-keeping system against network standards set by the client To ensure that advice checks are undertaken and feedback documentation is produced and issued in line with regulatory requirements and network standards To check the quality of advice given in recorded telephone calls undertaken by a general insurance call centre To communicate and deal with queries raised in relation to client file requirements by the regional and area compliance managers and the training and development manager To follow up completed checks to ensure that any development areas highlighted via the feedback has been dealt with by the field supervision team and we hold evidence to show the case as closed To maintain files and management information as required To deal with general compliance enquiries from advisers in line with documented network processes To understand and promote the regulatory principles of Treating Customers Fairly in checks undertaken To actively participate in the development of the team by making suggestions, highlighting improvements to process and assisting with peer training Technical Skills/Competencies Intermediate IT skills Microsoft Office suite (Excel, Word, Outlook) Knowledge and Expertise (relating to specialist knowledge and expertise required to undertake the role Qualifications Must hold relevant financial services qualifications e.g. CF1/CF6 full CeMAP or recognised equivalents Competence/Skills Previous experience in a similar role preferred although consideration may be given to an individual who has provided advice in the mortgage and insurance market Knowledge must have a good understanding of regulation, specifically MCOB and ICOBS. Should have a working knowledge of the mortgage and insurance market Experience, qualifications and other requirements specific to the role Essential GCSE Maths/English (grade C or above) Good written and oral communication Additional details of exceptional aspects of the demands of the role Ability to work well within a team in a busy office environment Ability to take ownership for workload and work to set quality and timeframe standards 20000.0000 Speciality: Mortgages - Other. Location: Chippenham, Wiltshire Tue, 21 May 2013 02:48:33 +0100 http://www.workcircle.co.uk/click?j=131205797&from=feed http://www.workcircle.co.uk/click?j=131205797 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Swindon, Wiltshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £24,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Fri, 17 May 2013 13:31:32 +0100 http://www.workcircle.co.uk/click?j=131205798&from=feed http://www.workcircle.co.uk/click?j=131205798 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Swindon, Wiltshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £24,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Fri, 17 May 2013 13:31:32 +0100 http://www.workcircle.co.uk/click?j=131205799&from=feed http://www.workcircle.co.uk/click?j=131205799 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Swindon, Wiltshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £24,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Bancassurance. Location: Swindon, Wiltshire Fri, 17 May 2013 13:31:32 +0100 http://www.workcircle.co.uk/click?j=131200193&from=feed http://www.workcircle.co.uk/click?j=131200193 Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Swindon, Wiltshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings potential and exceptional career progression for individuals with the ability and drive to succeed. Job Description The main responsibilities are to manage a defined business area so as to ensure that targeted levels of quality mortgage and ancillary sales are achieved as well as promoting the full product range, with special emphasis on higher margin products. You will be targeted to cross sell on the insurance too. Self confident, friendly personality the successful candidate will be hungry for a challenge and motivated by high rewards, with the drive and passion. So you wont be afraid of hard work and will thrive on responsibility, welcoming the chance to use your responsibility and your initiative to drive your own development, success and earning potential. Person Specification To apply for this role it is essential that you must be fully CeMap qualified (or equivalent), personally have a clean credit record (no current ccj’s or defaults) and also have a proven successful track record within the sale of mortgage and insurance protection products. You can expect to receive in return a basic salary of between £24,000 and £29,000 dependent on your skill set and proven sales track record, plus an excellent commission scheme and benefits structure (including pension scheme, a sharesave scheme and flexible/cash based benefits) and holiday entitlement starting at 25 days per annum. Apply now or you can contact me directly on 0845 460 4770 or send me your updated CV via e-mail to andrew.brown@reedglobal.com Reed Specialist Recruitment Limited is an employment agency and employment business 29000.0000 Speciality: Mortgages - Other. Location: Swindon, Wiltshire Fri, 17 May 2013 13:30:09 +0100 http://www.workcircle.co.uk/click?j=148792140&from=feed http://www.workcircle.co.uk/click?j=148792140 Protection Adviser - Hampshire / Wiltshire £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administration support and TC are supplied. The successful applicant will be home based and be skilled at group presentations, and providing protection advice. The position is self employed with generous initial funding and a realistic OTE of £60,000. Protection, Life, Critical Illness, ASU, Insurance 15000.0000 Speciality: Life. Location: Salisbury, Wiltshire Fri, 17 May 2013 03:02:53 +0100 http://www.workcircle.co.uk/click?j=146371682&from=feed http://www.workcircle.co.uk/click?j=146371682 Protection Adviser - Hampshire / Wiltshire £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administration support and TC are supplied. The successful applicant will be home based and be skilled at group presentations, and providing protection advice. The position is self employed with generous initial funding and a realistic OTE of £60,000. Protection, Life, Critical Illness, ASU, Insurance 15000.0000 Speciality: Life. Location: Salisbury, Wiltshire Fri, 17 May 2013 02:57:29 +0100 http://www.workcircle.co.uk/click?j=147182644&from=feed http://www.workcircle.co.uk/click?j=147182644 My client is a professional IFA practice who specialise in providing financial advice to a wide range of clients across Wiltshire and the South Coast. They’re first class reputation has seen them expand in recent times and this has opened up a superb opportunity to add an experienced and qualified IFA to their team. Joining my client on an employed basis, you will have the flexibility to work field based or from their professional offices in Wiltshire. You will be servicing new and existing clients, providing impartial advice and tailoring products to their needs, whilst managing your own client bank. My client has the resources in place to ensure that you have the time to spend with your clients, including a dedicated administration team and with the impressive relationships they have in place with introducers including solicitors, accountants and stockbrokers, you will be provided with an excellent route towards gaining leads. To be considered by my client, it is essential that you have some of your own clients to bring to the table and your salary will reflect this, you will also be eligible for the competitive bonus structure they have in place. You will be qualified to Level 4 and have the desire to expand on your qualifications in the future. You will have an ambitious approach towards generating business and share the same morale’s and views as the team toward enhancing client’s expectations. If you would like to discuss this opportunity in confidence, please contact Andrew Nicholson at RecruitUK. 0.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Fri, 17 May 2013 02:41:10 +0100 http://www.workcircle.co.uk/click?j=139591937&from=feed http://www.workcircle.co.uk/click?j=139591937 Organisation Description Are you a fully CeMap qualified (or equivalent) Mortgage Advisor, looking for a challenging new role? My client is a large national bank, who is a big player within the mortgage market. You will be based within a busySwindon, Wiltshirebranch, as part of a team selling some of the most competitive mortgage and associated insurance products on the market. Job Description You will need: - A proven mortgage and protection sales background - To be fully CeMap qualified or equivalent - To be self motivated - To be a team player - To be able to manage your own diary High level training and development also provides the opportunity for the successful candidate’s career to progress further within the organisation Person Specification As a successful candidate you will be rewarded with a competitive basic salary circa £28,000 based upon your experience/sales track record. With a brilliant uncapped bonus scheme, a pension scheme, free shares and generous holiday entitlement. If you are fully CeMAP qualified or equivalent, with a proven sales record within the Mortgage Industry, then please apply online, or call Andrew Brown on 0845 460 4770 or e-mail andrew.brown@reedglobal.com attaching an updated copy of your CV Reed Specialist Recruitment Limited is an employment agency and employment business 28000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Sat, 18 May 2013 02:57:49 +0100 http://www.workcircle.co.uk/click?j=139591936&from=feed http://www.workcircle.co.uk/click?j=139591936 Organisation Description Are you a fully CeMap qualified (or equivalent) Mortgage Advisor, looking for a challenging new role? My client is a large national bank, who is a big player within the mortgage market. You will be based within a busySwindon, Wiltshirebranch, as part of a team selling some of the most competitive mortgage and associated insurance products on the market. Job Description You will need: - A proven mortgage and protection sales background - To be fully CeMap qualified or equivalent - To be self motivated - To be a team player - To be able to manage your own diary High level training and development also provides the opportunity for the successful candidate’s career to progress further within the organisation Person Specification As a successful candidate you will be rewarded with a competitive basic salary circa £28,000 based upon your experience/sales track record. With a brilliant uncapped bonus scheme, a pension scheme, free shares and generous holiday entitlement. If you are fully CeMAP qualified or equivalent, with a proven sales record within the Mortgage Industry, then please apply online, or call Andrew Brown on 0845 460 4770 or e-mail andrew.brown@reedglobal.com attaching an updated copy of your CV Reed Specialist Recruitment Limited is an employment agency and employment business 28000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Sat, 18 May 2013 02:57:49 +0100 http://www.workcircle.co.uk/click?j=148639274&from=feed http://www.workcircle.co.uk/click?j=148639274 My client is a professional IFA practice who specialise in providing financial advice to a wide range of clients across Wiltshire and the South Coast. They’re first class reputation has seen them expand in recent times and this has opened up a superb opportunity to add an experienced and qualified IFA to their team. Joining my client on an employed basis, you will have the flexibility to work field based or from their professional offices in Salisbury. You will be servicing new and existing clients, providing impartial advice and tailoring products to their needs, whilst managing your own client bank. My client has the resources in place to ensure that you have the time to spend with your clients, including a dedicated administration team and with the impressive relationships they have in place with introducers including solicitors, accountants and stockbrokers, you will be provided with an excellent route towards gaining leads. To be considered by my client, it is essential that you have some of your own clients to bring to the table and your salary will reflect this, you will also be eligible for the competitive bonus structure they have in place. You will be qualified to Level 4 and have the desire to expand on your qualifications in the future. You will have an ambitious approach towards generating business and share the same morale’s and views as the team toward enhancing client’s expectations. If you would like to discuss this opportunity in confidence, please contact Andrew Nicholson at RecruitUKquoting 418. 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=146202899&from=feed http://www.workcircle.co.uk/click?j=146202899 Opportunity to join a successful Financial Services Company located within Wiltshire. You will be responsible for supporting a team of six Paraplanners Duties included: To support an Independent Financial Adviser by conducting research on products and helping find solutions for medium to high net worth clients and companies. Writing suitability reports for the IFA to present to clients and Arranging for plans to be submitted to provider companies. Assisting the IFA with reviews and customer requests as well as acting as a point of contact for the IFA’s clients to deal with day to day queries. Suitable candidates will have the following: Experience working as a Whole Of Market Paraplanner Confident personality Experience of writing Suitability Reports Diploma qualified preferred, but at least full FPC qualified and working towards diploma. Experience of working as part of a team Due to the high volumes of applications we are currently receiving we are, unfortunately, unable to respond to all applicants individually. If you do not have any contact from a Consultant within 3 working days please assume that on this occasion unfortunately your application has been unsuccessful, and we invite you to submit your CV for other roles you feel your skills, qualifications and experience match. 0.0000 Speciality: Paraplanning. Location: Marlborough, Wiltshire Thu, 16 May 2013 02:18:55 +0100 http://www.workcircle.co.uk/click?j=146202796&from=feed http://www.workcircle.co.uk/click?j=146202796 Pensions Administrator - Financial Services £16,500-£19,000 Based: Salisbury We are looking for a number of bright articulate and enthusiastic candidates with excellent telephone and customer service skills combined with strong administrative experience for our client based in Wiltshire. Job Role: Working for a major Financial Services Company within a small team you will be handling incoming calls from IFA's - Independent Financial Advisors This is a challenging and varied role which requires candidates to multi-task In addition you will have to undertake varied pension administration tasks and represent the Company in a professional manner Key Responsibilities: You will be expected to take full ownership for managing work volumes and priorities and to produce work of the highest standards You will be responsible for building and maintaining relationships with IFA's, Clients and other Third Parties and act as designated point of contact for a portfolio of IFA's Processing of new business applications and transfers Executing trade instructions and transfers / contributions Establishing and maintaining Investment Manager Accounts Written, telephone and general enquiries To provide exceptional customer service Candidate Skills required: Previous experience of working within the Financial Services Industry - ideally the Pensions Industry although any FS experience will be considered Excellent telephone manner and customer service skills Strong written and verbal communication skills Attention to detail strong numerical skills A team player but also able to work independently using your initiative In return for your hard work and dedication our Client offers a competitive salary and excellent benefits including 23 days holiday and good progression opportunities. Candidate Channel is dedicated to helping you find your next career move, s o if you are looking for a new role, submit your CV to us and we can help you find that perfect job. 16500.0000 Speciality: Loans - Other. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:18:52 +0100 http://www.workcircle.co.uk/click?j=148507181&from=feed http://www.workcircle.co.uk/click?j=148507181 A motivated Paraplanner with a strong knowledge of financial products is sought for an established, wholly fee-based IFA practice specialising in Investment and Pensions. Based in Wiltshire the organisation’s highly professional Consultants provide financial planning advice across Investment Management, Life Insurance, Corporate Pensions and Tax Planning for a varied high-net worth client portfolio. Your role will include research, preparing suitability letters and annual reports, and making recommendations for client meetings. Preferably you will be full or part-diploma qualified and have previous experience of working within a fee-based IFA environment. 32000.0000 Speciality: Paraplanning. Location: Marlborough, Wiltshire Wed, 15 May 2013 03:14:49 +0100 http://www.workcircle.co.uk/click?j=146925865&from=feed http://www.workcircle.co.uk/click?j=146925865 Data Administrator (19571) Wiltshire, Swindon £18000 - £26000 Purpose of Data Administrator Role : To provide an effective, efficient general administration service to the Team. Key Objectives of the Data Administrator Role : -To administer the Computer Aided Facilities Management (CAFM) system which supports the end to end management of physical assets. -To be the first point of contact for resolution of all IT related issues with the (CAFM) sytem and associated links with Oracle, i Site Portal and Fusion systems. -Completion of scheduled tasks within SLA targets (measured) -Develop and provide periodic reports on asset / job status, as required. -Affect the changes of assets within the CAFM system in order to keep them updated. -Support the Asset Manager in providing asset management information. -To ensure the asset register is up to date with all maintainable assets. -To ensure that PPM tasks are correctly entered and linked to assets. -To run monthly and ad-hoc system reports as required. -To generate and issue monthly PPM dockets for the contract. -To manage the security of the database at all times. -To work closely with the Asset Manager to ensure all asset related activity is updated as changes occur. -Maintain a good working relationship with the central ICT team for support as required. Company Overview Carillion is one of the UK's leading support services companies with a substantial portfolio of Public Private Partnership projects and extensive construction capabilities. The Group has annual revenue of over £5billion, employs around 50,000 people and operates across the UK, in the Middle East, Canada and the Caribbean. In the UK, Carillion's principal market sectors are Defence, Education, Health, Facilities Management Services, Rail, Roads, Building, Civil Engineering and Utilities Services. 18000.0000 Speciality: Loans - Other. Location: Swindon, Wiltshire Wed, 15 May 2013 02:47:28 +0100 http://www.workcircle.co.uk/click?j=149151337&from=feed http://www.workcircle.co.uk/click?j=149151337 Our client an award winning IFA firm who pride themselves on delivering excellence and a genuine personal service to their clients is looking for a paraplanner to join their friendly team. This role could be suitable for an experienced IFA Sales Support looking to take the next step up in their career. The main duties of the role will be to support IFA’s in the research of products to source the most appropriate solutions for clients. Compiling client suitability reports, updating compliance documents. Carrying out client reviews and ensuring client files are kept up to date. Acting as a dedicated point of contact for all client enquiries The ideal candidate will be working in a similar role or could be working as a senior sales support and has had some experience in report writing and research. It is desirable although not essential if you are making progress toward the Diploma although experienced candidates will also be considered for this role. Experience of using 1st Office is essential as well as other product research tools and WRAP platforms. Good communication skills and a keen eye for detail is a pre-requisite for this role. This is a really good opportunity to join a team a company that has family values and looks after its employees. 19000.0000 Speciality: Paraplanning. Location: Wiltshire, South West England Tue, 21 May 2013 03:11:34 +0100 http://www.workcircle.co.uk/click?j=149151302&from=feed http://www.workcircle.co.uk/click?j=149151302 The Role: Conduct formal thematic reviews as outlined within the Compliance Plan Produce Reports from the formal thematic reviews Assist with the new business monitoring of SIPP operations Undertake transactional monitoring i.e. transfers from occupational schemes Business Process monitoring i.e. follow trades from purchase to completion Monitoring of Service Level Agreements Additional monitoring such as: reviewing corrective action, monitor implementation of action, and quality consistency control of error recording Sampling of regulated activities and the controls around them Requirements: Good working knowledge of relevant FCA, JFSC, HMRC, JMLSG, ICO, ASA rules Current knowledge of SIPPs or experience in pensions administration preferred Previous monitoring experience within an FCA Regulated firm Ability to work on own initiative Ability to understand processes within operational areas Ability to identify key controls within processes Ability to work with others 20000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Tue, 21 May 2013 03:11:33 +0100 http://www.workcircle.co.uk/click?j=149151262&from=feed http://www.workcircle.co.uk/click?j=149151262 Position: Compliance Monitoring Supervisor Location: Salisbury Salary: £20,000 - £25,000 Our client is currently recruiting for a Compliance Monitoring Supervisor to join their team. Reporting directly to the Compliance Manager you will be responsible for ensuring the company operate within regulatory rules and guidelines As part of the compliance team you will assist in the monitoring of the group's pension and investment administration division Job Responsibilities To assist in the monitoring of new business for the SIPP operations The monitoring of transfers from occupational schemes To assist in reviewing the various business areas of the company The monitoring of business processing from purchase to completion Monitor service level agreements Reviewing corrective action Monitor implementation of action Quality and consistency control of error recording Sampling of regulated activities and the controls that surround them The Candidate You will have a good understanding of relevant FSA rules Current knowledge of SIPPs or experience in pension's administration Previous monitoring experience within an FSA Regulated firm Ability to work on your own initiative Ability to understand processes within operational areas Ability to identify key controls within business processes Ability to work with others in a team environment 20000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Tue, 21 May 2013 03:11:32 +0100 http://www.workcircle.co.uk/click?j=145834762&from=feed http://www.workcircle.co.uk/click?j=145834762 Due to expansion, first class opportunity has arisen within this award winning firm for an experienced paraplanner. The firm deal exclusively with high net worth clients based out of prestigious offices. Superb prospects for future career development. Job Role To support an Independent Financial Adviser by conducting research on products and helping find solutions for medium to high net worth clients and companies. Writing suitability reports for the IFA to present to clients and companies Arranging for plans to be submitted to provider companies. Assisting the IFA with reviews and customer requests as well as acting as a point of contact for the IFA’s clients to deal with day to day queries. Candidate Attributes Experience working as a Whole Of Market Paraplanner Confident personality Experience of writing Suitability Reports Diploma qualified preferred, at least full FPC qualified and working towards diploma status Experience of working as part of a team In return for your commitment and hard work, you can expect to be rewarded with a highly competitive basic salary, receive full support to achieve further professional qualifications and unrivalled long term prospects to develop your career either on the technical support side eg management or, if desired to progress into an advisory role in the future. 24000.0000 Speciality: Paraplanning. Location: Wiltshire, South West England Tue, 21 May 2013 03:06:18 +0100 http://www.workcircle.co.uk/click?j=145834615&from=feed http://www.workcircle.co.uk/click?j=145834615 This is a really good role. Employed position. The firm has been in business over 100 years with a superb client bank. Realistic OTE of 75k. Full admin and paraplanning office. Head office supports national operation. Great long term career prospects. Paperless office. Great split on private business. Just generally nice people. Please send your CV at your earliest convenience - really good job, I would jump at the chance. no1 legal limited (Financial Services Division) 0.0000 Speciality: Independent Financial Advisor. Location: Devizes, Wiltshire Tue, 21 May 2013 03:06:13 +0100 http://www.workcircle.co.uk/click?j=145833886&from=feed http://www.workcircle.co.uk/click?j=145833886 Employed IFA £35k - £50k Package Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team based in Bath. The firm offer fee-based, independent financial advice and investment management services to private and corporate clients. They work with some of the best well know partners in the industry who act as lead introducers. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidate must be able to demonstrate good relationship building skills, for the role involves working with lead providers and be able to bring some clients with assets under management. Diploma qualification is a minimum and full support is provided to reach Chartered Status. Please apply quoting reference RH 23678 40000.0000 Speciality: Independent Financial Advisor. Location: Warminster, Wiltshire Tue, 21 May 2013 03:05:54 +0100 http://www.workcircle.co.uk/click?j=145833044&from=feed http://www.workcircle.co.uk/click?j=145833044 My market leading Financial Services client requires a Project Manager for their operation in Swindon. You'll be joining a specialised team of Project Managers and Business Analysts who are responsible for the delivery of core change requirements within the business. Responsibilities The main focus is delivery of changes to the Treasury platform although additional activity includes management of Treasury work streams on Corporate Projects. Create clear and attainable project objectives, manage relationships with key stakeholders, build project requirements and manage the constraints of the project management triangle - cost, time, scope and quality. The key output of the role will be to ensure that project deliverables are of high quality and will enable the defined project outcomes. You will have management of high complexity projects and take personal responsibility for delivery. Management responsibility for Treasury Change Business Analysts, including the setting of their project objectives, KPIs etc. Skills Experience Pro-active, forward-looking individual with proven business project management experience and a track record in Business Analysis. Strong analytical and problem solving skills are required, including a thorough understanding of how to decompose high level or abstract/nebulous requirements into detailed concepts and requirements. A working knowledge of PRINCE 2 methodology (ideally as a registered P2 Practitioner) or suitable alternative method Ability to interact and influence professionally with a diverse group, including executives managers and subject matter experts are essential. Ideally Financial Services industry experience, and while previous treasury function exposure is not in any way an absolute requirement, it would be an added advantage. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. 40000.0000 Speciality: Other Financial Services. Location: Swindon, Wiltshire Tue, 21 May 2013 03:05:28 +0100 http://www.workcircle.co.uk/click?j=145832619&from=feed http://www.workcircle.co.uk/click?j=145832619 Zap Recruitment has an exciting opportunity for a trainee mortgage advisor to sell our clients vast array of financial products. To be considered you must have a successful track record in a direct sales environment (non retail) and/or be cemap qualified or be in the process of completing your cemap. If you are a successful salesperson with no cemap qualification you would be considered for a position whereby you can achieve the qualification. The ideal trainee mortgage advisor will need to be a very driven salesperson who wants a career and is used to performance related pay. Mortgage advice is a sales role and you will need to be able to achieve/exceed your sales targets and work well under pressure. You will need to have experience in making outbound sales calls, you must be very articulate and also have a real passion for sales. Please only apply for this trainee mortgage advisor position if you meet the criteria above and hold a valid UK driving license. 18000.0000 Speciality: Mortgage Advisor. Location: Trowbridge, Wiltshire Tue, 21 May 2013 03:05:13 +0100 http://www.workcircle.co.uk/click?j=145832410&from=feed http://www.workcircle.co.uk/click?j=145832410 Our client, a leading global business, is looking to recruit a Back Office Analyst to join their back office in Swindon. You will be working within a division responsible for ensuring effective trade capture, contract administration, settlement and reporting procedures which provide for revenue recovery. Accountabilities will include the following Management of data in the checking, confirmation and settlement of trades, assisting proactively in the implementation of change in order to meet developing business objectives. Chasing outstanding confirmations and resolve any disputes with counterparties and brokers in a timely manner Ensure all business procedural documentation is regularly maintained. Support the implementation of new products or business initiatives. Monthly reporting of trade data using both automated and manual processes. This is an entry level role and the company is seeking a bright graduate with two years or so previous work experience within the financial services, investment or energy arenas. You will possess the ability to perform effectively a wide variety of operational processes in confirmation, validation and settlement of a diverse portfolio of traded products. We are looking for someone who can assess situations accurately, apply sound judgement and respond accordingly to situations. You’ll have excellent attention to detail, a confident nature and will be able to ensure a customer focussed approach in dealing/negotiating with colleagues at all levels. 19000.0000 Speciality: Other Financial Services. Location: Swindon, Wiltshire Tue, 21 May 2013 03:05:06 +0100 http://www.workcircle.co.uk/click?j=145832422&from=feed http://www.workcircle.co.uk/click?j=145832422 In the post RDR world our IFA clients have enjoyed manpower growth and wish to develop this further Offering an employed or self-employed contract our clients will deliver the support required to make a successful transition in to their business. RDR compliance, directly authorised and with a solid infrastructure, our clients will give you the platform to flourish as an IFA Whilst client support is available, it’s prudent to consider any lead generation as the icing on the cake and candidates should be able to self-generate their appointments from their own network In return salaries are on offer from £30 to 50K, and self-employed contracts have extremely competitive contracts. Targets will vary based on the contract type The successful candidate needs to be level 4 qualified and have held competent adviser status 0.0000 Speciality: Independent Financial Advisor. Location: Swindon, Wiltshire Tue, 21 May 2013 03:05:06 +0100 http://www.workcircle.co.uk/click?j=145831995&from=feed http://www.workcircle.co.uk/click?j=145831995 A newly established and expanding wealth manager requires a high calibre and experienced paraplanner to join their seasoned team. The right individual will be suitably qualified, preferably to diploma level and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant suitability reports and research the most suitable products for clients on behalf of the financial advisor of whom you would be working closely with. Working under pressure and within tight deadlines is an absolute must within this role. You will be working with a senior IFA who has a large work volume and you will be required to work extra hours if necessary to assist the IFA. Our client mainly works with pensions and investments for high net worth individuals so a background of dealing with clients like this would be considered an advantage. This is a first class opportunity to work within a busy practice, one where you will be able to showcase your skill sets and be an important part of the team. If you would like to apply for this vacancy, please contact Stephen Lewis 26000.0000 Speciality: Paraplanning. Location: Swindon, Wiltshire Tue, 21 May 2013 03:04:49 +0100 http://www.workcircle.co.uk/click?j=145831944&from=feed http://www.workcircle.co.uk/click?j=145831944 Job Description A well-established IFA firm in Marlborough has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. You will be responsible for both an active clients bank and for following up leads from other areas of the business. While advice will be across the board, it is essential that you are familiar with a range of retirement planning and diverse investment options. The vacancy is employed with an attractive basic salary. It is an office based position when you are not out visiting clients. You will have a proactive approach to both commission-based and fee-based advice and have a proven track record of success as an IFA. You will currently hold CAS and be diploma qualified.Although no client bank is required from the new IFA, you must be able to demonstrate that you can actively self-generate appointments. In return for your expertise, an attractive base salary of up to 35,000 (with only 2.5 x salary to validate in year 1) is available for a suitable candidate with an excellent benefits package and OTE of circa 60,000 per annum . Superb IT and admin support is provided by this major IFA practice. Reed Specialist Recruitment Limited is an employment agency and employment business 35000.0000 Speciality: Independent Financial Advisor. Location: Marlborough, Wiltshire Tue, 21 May 2013 03:04:48 +0100 http://www.workcircle.co.uk/click?j=145831862&from=feed http://www.workcircle.co.uk/click?j=145831862 Risk and Controls Consultant £35,000- £50,000 Swindon This is a fantastic opportunity to join an employer of choice in Swindon on 12 month fixed term contract. As a qualified accountant or equivalent you will responsible for implementing, monitoring, and managing the rollout of the Enhanced Financial Control Framework across the business. You will be responsible for: Documenting key financial processes across the business to identify financial risks, controls and enhancements required. Working with key Business Partners to design, review and test key process, sub process and control documentation. Working to develop Monitoring and Compliance processes that complement the business Understand the changing internal control environment, and how current Industry Best Practice can be applied within the business. Provide assurance that key controls are in place, and operating as intended, over key processes and sub processes feeding into the Financial Statements In order to apply for this role you will need to have knowledge and understanding of the importance of robust control frameworks, ideally from a finance or audit background. As well as first class business partnering experience, you will need to be able to effectively communicate across all levels of the business. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. 35000.0000 Speciality: Compliance. Location: Swindon, Wiltshire Tue, 21 May 2013 03:04:44 +0100 http://www.workcircle.co.uk/click?j=145831713&from=feed http://www.workcircle.co.uk/click?j=145831713 Our Salisbury based client is currently looking for people with exceptional customer service and strong administration skills to work as part of a small team. They are a market leader in the financial services sector. This is a challenging role where you will undertake varied financial related administration tasks including: Processing new business applications Dealing with payment transfers Establishing and maintaining client accounts Updating and maintaining client details Providing excellent customer service The ideal candidate will come from a financial services background and have previous sales / account management or customer services experience, coupled with excellent communication and administration and IT skills. This role is advertised by First 2 Recruit Ltd - please visit our website to view all of our current vacancies Please note: We regret that due to the high volume of CV's received, we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability. 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Tue, 21 May 2013 03:04:38 +0100 http://www.workcircle.co.uk/click?j=139973486&from=feed http://www.workcircle.co.uk/click?j=139973486 Our Salisbury based client are seeking to expand to their successful reputable team by finding a talented Mortgage Consultant. We are looking for an individual who can demonstrate enthusiasm, a smart way of working in a competitive marketplace. To have your own client bank is ideal however you would be pro active in selling to generated leads. You must be Mortgage qualified. Our client is offering comfortable, fun, friendly working environment but the opportunity to work from HOME is available. Salary is on offer as well as a REALISTIC, ACHIEVEABLE OTE. This independent, respected financial firm are known for their training, support, flexible working conditions and are offering a great opportunity to someone who wants a fresh challenge. The purpose of the role is to provide financial advice to clients within FSA rules and the firms procedures. In general, you would be responsible for identifying and contacting potential clients. Gather sufficient client information and identify client needs. Analyse information gathered and undertake sufficient research to make suitable recommendations. Complete all supporting documentation in an accurate manner. Attain and maintain competent status as defined by FSA and the firm. Maintain performance standards in accordance to those outlined in the KPI’s agreed. Benefits - Mobile phone, Free Parking, Laptop, Mileage allowance, Drivers Licence, HOME Based opportunity For more information contact Liam McConnell or to be considered, please send your CV across to liam. Salisbury £18k Commission 18000.0000 Speciality: Mortgage Advisor. Location: Salisbury, Wiltshire Tue, 21 May 2013 03:03:00 +0100 http://www.workcircle.co.uk/click?j=148398349&from=feed http://www.workcircle.co.uk/click?j=148398349 An opportunity has arisen to work with a specialist provider of investment services. With sustained growth throughout the business and a recent internal promotion they now require a monitoring specialist to work in the compliance team. The Role You will be working closely with other business areas of the company providing input on service level agreement etc. The role will be conducting formal thematic reviews as outlined by the compliance plan and producing reports on your findings. New business monitoring alongside the operational team. Additional monitoring such would include reviewing corrective action, monitor implementation of action, quality consistency control of error recording The Person To be considered for this role you will need experience of working in an FCA regulated compliance department ideally focusing on monitoring. Good working knowledge of relevant FCA, JFSC, HMRC, JMLSG, ICO, ASA rules Ability to understand processes within operational areas This is a great opportunity to work with a leader in a specialised investment area that are currently experiencing a period of growth. CDM1305-142 - Compliance Monitoring Officer is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include employee benefits, compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest. 26000.0000 Speciality: Compliance. Location: Wiltshire, South West England Tue, 21 May 2013 02:48:33 +0100 http://www.workcircle.co.uk/click?j=148398293&from=feed http://www.workcircle.co.uk/click?j=148398293 Nationwide House, Swindon Salary, £28,000 - £36,000 (dependent on experience) Full time, permanent A more challenging role Our rapidly growing market share and double digit growth in personal loans has got us excited. We're in the process introducing some innovative changes such as a market leading application system to improve our industry leading customer experience even further. A more talented person You will be responsible for providing robust and insightful analysis to senior management for the development of Personal Loan product strategy and assisting with the implementation of the strategy to ensure Personal Loan products achieve their growth, profitability and customer satisfaction targets. Key accountabilities of the roles will include providing analytical insight which supports the delivery of the key financial targets contributing to the Group Corporate plan, analysing product performance and market data to identify key trends, issues and opportunities, and analysing customer information to help the development of strategies which achieve key objectives of improved account growth/usage, borrowing and customer satisfaction. You will also be maintaining and developing an appropriate MI reporting schedule, ensuring reporting is provided in a timely manner, and educates the reader with insightful commentary. Degree level educated or equivalent you will have a minimum of 2 years experience of Banking products and markets. You will be extremely analytical with the ability to interpret and correlate a wide range of business performance measures from multiple sources and present information in a logical and structured way. Sound PC skills with a good knowledge of Excel and an aptitude towards database mining coupled with the ability to quickly assimilate new systems skills, typically within a data mining/ analysis discipline is required. You'll have SAS analytical experience with ability to create and structure insight using SAS. Excellent verbal and written communication skills go without saying as does the ability to communicate complex ideas with clarity, and influence key stakeholders from around the business. You'll be imaginative in problem solving with the ability to investigate business issues and provide recommendations for resolution, whilst also having the ability to work with minimal supervision and within tight deadlines. An employer you'll be proud of Our mutual status means we're here to benefit customers, not shareholders. Our commitment to customers, not shareholders, has always been what sets us apart from our competitors. And now, more than ever, our reputation for being open, honest and trustworthy is helping us go from strength to strength. In fact, it's made us the world's biggest building society as well as a major local employer. Underpinning it all is a commercial operation that never stands still. We're always thinking ahead, aiming higher and sharpening our competitive edge. That's why we invest in people who are not only proud of what we stand for, but who also have the talent and drive to boost our performance still further. The rewards you deserve If you put a lot in, it's only fair you should get a lot out. Help us continue to offer customers the best possible experience, and we'll give you all the support, recognition and rewards you deserve. As well as a great working environment and plenty of scope for development and growth, you can expect a generous package that includes pension, life assurance, healthcare and bonus scheme. 28000.0000 Speciality: Loans - Other. Location: Swindon, Wiltshire Tue, 21 May 2013 02:48:30 +0100 http://www.workcircle.co.uk/click?j=146843414&from=feed http://www.workcircle.co.uk/click?j=146843414 Great Job 30k basic, OTE 55k to 60k Working from a national multi-tie network. Really friendly organisation. The role is to develop existing and new advisor's. Support the induction process. Act as a mentor. Support the companies IT processes for existing advisor's. Improve the advisor's and franchisees skill sets. Deal with external lead generation companies. Create and overview to develop franchisees business. Support and develop new CF30 registered individuals. Send your email at your earliest convenience. 30000.0000 Speciality: Business Development Manager. Location: Swindon, Wiltshire Tue, 21 May 2013 02:47:58 +0100 http://www.workcircle.co.uk/click?j=146843271&from=feed http://www.workcircle.co.uk/click?j=146843271 With offices based in Marlborough this firm of experienced Financial Planners delivers a professional and specialised service to individuals and businesses throughout the UK. Their administrative base provides top quality technical and research support to a growing team of Advisers and as such are looking to take on a Technical Administrator to support their Paraplanners. The role will involve the following duties: Assisting with the compilation of client reports and obtaining information required Carrying out appropriate research and helping prepare client recommendations Obtaining investment, asset allocation and fund information Ensuring compliance procedures within the office and in relation to clients are followed in line with FSA guidelines Keeping up to date with FSA updates and changes in legislation Upholding company ethos at all times providing best quality service and financial advice Carrying out additional ad-hoc projects as and when they arise The ideal candidate will have a reasonable level of knowledge and experience of the financial services sector. You may also have aspirations to become a Paraplanner or a Financial Adviser and be willing to study towards the Level 4 qualification. First class communication (written, verbal listening) is required as you will be dealing with individuals from all levels. Excellent IT skills and an eye for detail are a must for this role. Willingness to learn, develop and be part of a proactive and energetic team is also essential. This is an excellent opportunity to join a first-rate company offering a high-quality salary and benefits package. 18000.0000 Speciality: Sales Support. Location: Wiltshire, South West England Tue, 21 May 2013 02:47:50 +0100 http://www.workcircle.co.uk/click?j=135438540&from=feed http://www.workcircle.co.uk/click?j=135438540 Our Salisbury based client is currently looking for people with exceptional customer service and strong administration skills to work as part of a small team. They are a market leader in the financial services sector. This is a challenging role where you will undertake varied financial related administration tasks including: Processing new business applications Dealing with payment transfers Establishing and maintaining client accounts Updating and maintaining client details Providing excellent customer service The ideal candidate will come from a financial services background and have previous sales / account management or customer services experience, coupled with excellent communication and administration and IT skills. This role is advertised by First 2 Recruit Ltd - please visit our website to view all of our current vacancies Please note: We regret that due to the high volume of CV's received, we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability. 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Tue, 21 May 2013 02:44:33 +0100 http://www.workcircle.co.uk/click?j=146695824&from=feed http://www.workcircle.co.uk/click?j=146695824 Joining as an Audit and Accounts Senior, based at the firms offices in Swindon, you will be responsible for auditing accounts, interpreting and verifying information provided by clients, preparing annual and management accounts, completing tax computations and drafting letters, emails and other documents for clients, the tax office and registrar of companies. You will work on a wide range of clients, across varied industries and turnovers with involvement in added value project work and within a culture and firm where you will be encouraged to develop further skills and progress in your career. Genuine opportunities for long term career development are on offer for candidates looking to join an expanding and highly successful firm of chartered accountants. The firm, partners and senior managers are looking for a qualified audit and accounts senior with demonstrable experience of leading small, medium or large audits and providing support to junior staff.. You will be ACA, ACCA qualified or equivalent with a background gained within accountancy practice from small, medium or large regional firm environment, with skills across audit, accounts and general practice services. Alternatively, you may have developed your career within larger Top 50/ Top Ten or Top Four firm environment focused more in audit for larger clients. A highly successful firm of chartered accountants based in Swindon, with an excellent reputation, undergoing continued growth and expansion. The firm and culture offer genuine career progression and development prospects for individuals looking to develop further skills and gain greater responsibility and develop their careers. £25,000 - £32,000 plus benefits, negotiable, dependent on experience. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13277387 Michael Page is a world leading recruitment consultancy. 25000.0000 Speciality: Other Financial Services. Location: Swindon, Wiltshire Sun, 19 May 2013 02:43:17 +0100 http://www.workcircle.co.uk/click?j=146695825&from=feed http://www.workcircle.co.uk/click?j=146695825 Joining as an Audit and Accounts Senior, based at the firms offices in Trowbridge, you will be responsible for auditing accounts, interpreting and verifying information provided by clients, preparing annual and management accounts, completing tax computations and drafting letters, emails and other documents for clients, the tax office and registrar of companies. You will work on a wide range of clients, across varied industries and turnovers with involvement in added value project work and within a culture and firm where you will be encouraged to develop further skills and progress in your career. Genuine opportunities for long term career development are on offer for candidates looking to join an expanding and highly successful firm of chartered accountants. The firm, partners and senior managers are looking for a qualified audit and accounts senior with demonstrable experience of leading small, medium or large audits and providing support to junior staff. You will be ACA, ACCA qualified or equivalent with a background gained within accountancy practice from small, medium or large regional firm environment, with skills across audit, accounts and general practice services. Alternatively, you may have developed your career within larger Top 50/ Top Ten or Top Four firm environment focused more in audit for larger clients A highly successful firm of chartered accountants based in Trowbridge, with an excellent reputation, undergoing continued growth and expansion. The firm and culture offer genuine career progression and development prospects for individuals looking to develop further skills and gain greater responsibility and develop their careers. £25,000 - £32,000 plus benefits, negotiable, dependent on experience. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13277310 Michael Page is a world leading recruitment consultancy. 25000.0000 Speciality: Other Financial Services. Location: Trowbridge, Wiltshire Sun, 19 May 2013 02:43:17 +0100 http://www.workcircle.co.uk/click?j=148913849&from=feed http://www.workcircle.co.uk/click?j=148913849 The primary responsibility of this Salisbury based Tax Senior is to provide tax compliance services to clients, deal with administrative matters and assist with provision of all services to clients. Additionally, there will be an element of reviewing the work of trainees. Key responsibilities: - Completion of Tax returns for individuals - Prioritise workload, delivering accurate and clear working papers, drawn from well organised source data. - To ensure work produced by more junior staff is technically correct and in an appropriate style. - Undertaking annual compliance checks, ensuring tax manual procedures are complied with and tax payments made promptly and correctly. - Assist with client budgeting and billing process. - As required assisting more senior staff with collation or scheduling of information for planning and advisory work. The ideal candidate for this Tax Senior role will be a CTA qualified accountant with a background in tax. Additionally, they will demonstrate: - A proven background in roles specialising in private tax. - Clear communication skills and a sense of client service. - Excellent numeracy skills and good computer literacy. - Good direct tax knowledge, as well as commercial awareness. Our client is a leadingnational Accountancy Practice, with a network across the UK and an international reach. This role is based in their rapidly expanding Salisbury office. Competitive salary and benefits package. Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13295923 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: Salisbury, Wiltshire Sat, 18 May 2013 03:29:58 +0100 http://www.workcircle.co.uk/click?j=148913755&from=feed http://www.workcircle.co.uk/click?j=148913755 Compliance Supervisor - Financial Services Salary to £25,000 Excellent Benefits Based: Salisbury Our Client, a leading Financial Services Company (SIPP provider) are searching for an experienced Compliance Monitoring supervisor to join their team due to an internal promotion.You will report into the Compliance Monitoring Manager and assist the group compliance team in the compliance monitoring of the group's pension and investment administration operations in Salisbury, Bristol, Manchester and London. Key Responsibilities: - Conduct formal thematic reviews as outlined within the Compliance plan - Produce reports from the thematic reviews - Assist with the business monitoring of SIPP operations - Undertake transactional monitoring ie transfers from occupational schemes - Business Process monitoring ie follow trades from purchase to completion - Monitoring of SLA's - Additional monitoring such as: - Reviewing corrective action - Monitoring implementation of action - Quality and consistency control of error recording - Sampling of regulated activities and the controls around them Candidate Skills Required: - Strong Financial Services Industry knowledge and back ground particularly pensions and SIPP's - Experience in pensions admin or a pensions compliance administration role - Previous monitoring experience within an FCA Regulated Firm - Ability to work on own initiative but with good team skills - Ability to understand processes within operational areas - Ability to identify key controls within processes If you have strong Financial Services experience within a Compliance role apply today, or telephone us for further information. Candidate Channel is dedicated to helping you find your next career move, s o if you are looking for a new role, submit your CV to us and we can help you find that perfect job. 22000.0000 Speciality: Compliance. Location: Salisbury, Wiltshire Sat, 18 May 2013 03:29:52 +0100 http://www.workcircle.co.uk/click?j=148913684&from=feed http://www.workcircle.co.uk/click?j=148913684 Huntswood is a financial services outsourcing company that specialises in providing talented contract staff to the financial sector We are currently looking for complaint handlers to work on a contract with a leading financial services provider in Swindon. This contract will be paying a daily rate of £150 to £175 DOE . An ideal candidate will have: Experience within the financial services industry. Strong attention to detail. The ability to use MS Word. The ability to work within a productivity target driven environment. Complaints handling experience would be advantageous. If you have the relevant experience and are interested in this role we look forward to your application. 150.0000 Speciality: Compliance. Location: Swindon, Wiltshire Sat, 18 May 2013 03:29:49 +0100 http://www.workcircle.co.uk/click?j=131345442&from=feed http://www.workcircle.co.uk/click?j=131345442 Salary: £16,000 Location: Salisbury Position: Property (Pension) Administrator Job Role A challenging and varied role working for one of the largest SIPP and SSAS providers in the UK The role provides the opportunity to use discretionary behaviour whilst working as part of a small team You will be asked to take on various property administration tasks whilst representing the firm in a professional manner Responsible for building and maintaining relationships with both internal and external Third Parties acting as a designated point of contact in relation to a portfolio of properties You will be expected to take full ownership for managing work volumes and priorities and to produce work of the highest standards Responsibilities Liaising with the client, financial adviser, lender, solicitors and managing agent as needed, on all aspects of the property purchase, management or sale Providing an excellent customer service at all times Deal with general property enquiries and provide accurate information to Members/IFAs on all aspects of SIPP Property and the company's property terms and conditions Follow all standard procedures and policies to ensure the property transactions are conducted within HMRC regulations and the company's risk policies Liaise with other teams in the company and their own in house legal team Keep up to date with HM Revenue Customs rules governing property purchase and ownership through a SIPP and changes in legislation Make clear and concise telephone and file notes and to write both standard and non standard letters in a clear, concise and grammatically correct manner To provide exceptional customer service Working within the defined company policies and procedures as well as the Risk and Governance framework Specific Technical and Personal skills Excellent Customer Service skills Strong written and verbal communication skills Attention to detail Good numerical skills A team player and able to work independently using your initiative Good analytical and problem solving skills Excellent time management and the ability to work to deadlines 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Sat, 18 May 2013 03:11:09 +0100 http://www.workcircle.co.uk/click?j=147320445&from=feed http://www.workcircle.co.uk/click?j=147320445 Pensions: Administrator Salary: £15,000 - £17,000 Location: Salisbury A new opportunity is available for a person to gain valuable experience working in a market leading SIPP pension provider Working as part of a team, you will be responsible for obtaining information in relation for Clients assets that are held within their SIPP All the information gathered will then be used to generate illustrations and annual review packs for dissemination to clients and IFAs within timelines that are dictated by the Financial Services Authority Duties: Liaise with financial institutions and where necessary IFAs to obtain clients asset holdings Updating the IT System (SIPP Pro) with asset holdings Maintain Excel spreadsheets with updated information Liaising with other areas of the company as appropriate to obtain/give/correct client information Skills required: Excellent communication skills, both verbal (mainly telephone) and written With an interest in and understanding of different types of investments e.g Unit Trusts, Trustee Investment Plans and SIPPs Proven customer service skills A good knowledge of MS Word, MS Excel MS Outlook Work with accuracy with an eye for detail Prioritise and meet deadlines DB Pensions knowledge desirable but not essential Relevant experience with exposure to technical issues relating to pension scheme legislation coupled with a good understanding of data protection, Inland Revenue Limits, rules and regulations and recent legislative changes Good working knowledge of Profund or alternative administration system Have experience in the transfer of technical knowledge to more junior staff Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Sat, 18 May 2013 02:59:09 +0100 http://www.workcircle.co.uk/click?j=139591956&from=feed http://www.workcircle.co.uk/click?j=139591956 Our Client is well recognised and operates within the IFA Market. They are now looking to add to their already busy Compliance Team and keen to meet with Compliance Professionals who also have Pensions Compliance Experience. SALARY IS DEPENDENT UPON QUALIFICATIONS EXPERIENCE Purpose of the Role: To assess All New Pension Business Written by the Our Clients Members and checking it against the Compliance Requirements of the Group and applying an holistic evaluation approach when evaluating the suitability of advice, in line with COBS, MCOB and ICOBS regulations, TCF principles and The Groups Outcome Based Principles. Key Activities: To review the client files within the agreed criteria to the appropriate standard and subject to a minimum error rate. To assess the client files within the agreed criteria and record the results of the evaluation appropriately. To achieve the agreed number of advice checks per day. To be a positive role model, committed to embedding the Outcome Based Principles. To provide customer service to advisers and supervisors within the agreed criteria and to an agreed timescale. Skills, Experience Qualifications Required: Ideally Level 4 Diploma Qualified, you will also have some Pensions Qualifications Included. If working towards the Diploma you will be at the most 1 Exam away from achieving this. Previous business assessment experience Will be expected to pass the firm specific Data Protection and Financial Crime Tests Excellent product knowledge essential Knowledge of procedures and services and technical standards expected of Our Clients Advisers Knowledge of FSA legislation particularly TCF and Data Protection Good market, risk and business awareness There is also an Excellent Quarterly Bonus and Benefits Package Available. 35000.0000 Speciality: Compliance. Location: Swindon, Wiltshire Sat, 18 May 2013 02:57:50 +0100 http://www.workcircle.co.uk/click?j=139591954&from=feed http://www.workcircle.co.uk/click?j=139591954 Our Client is well recognised and operates within the IFA Market. They are now looking to add to their already busy Compliance Team and keen to meet with Compliance Professionals who have Mortgage Compliance Experience. Purpose of the Role: To assess All New Mortgage Business Written by the Our Clients Members and checking it against the Compliance Requirements of the Group and applying an holistic evaluation approach when evaluating the suitability of advice, in line with COBS, MCOB and ICOBS regulations, TCF principles and The Groups Outcome Based Principles. Key Activities: To review the client files within the agreed criteria to the appropriate standard and subject to a minimum error rate. To assess the client files within the agreed criteria and record the results of the evaluation appropriately. To achieve the agreed number of advice checks per day. To be a positive role model, committed to embedding the Outcome Based Principles. To provide customer service to advisers and supervisors within the agreed criteria and to an agreed timescale. Skills, Experience Qualifications Required: As a Bare Minimum, you will Hold the CeMAP, MAQ or any other relavent Mortgage Qualification MUST have a Mortgage Background Previous Mortgage Business Assessment Experience Will be expected to pass the firm specific Data Protection and Financial Crime Tests Excellent product knowledge essential Knowledge of procedures and services and technical standards expected of Our Clients Advisers Knowledge of FSA legislation particularly TCF and Data Protection Good market, risk and business awareness There is also an Excellent Quarterly Bonus and Benefits Package Available. 22000.0000 Speciality: Compliance. Location: Swindon, Wiltshire Sat, 18 May 2013 02:57:50 +0100 http://www.workcircle.co.uk/click?j=146512527&from=feed http://www.workcircle.co.uk/click?j=146512527 This is an excellent opportunity to join a market leader within the SIPP SSAS Pensions administration field a specialist area within the Financial Services industry, who are currently looking to recruit a proactive, quick-learning Account Executive to join their busy team on a permanent basis. Working with several high profile accounts for the business, this role is responsible for completing all aspects of administration for the clients' SIPP SSAS Pensions requirements including retirement quotes, resolving customer queries, ensuring payments are received accurately, and liaising with IFAs to promote the business' products and service to the public. Plus, you will need to work in an organised and progressive manner, with the ability to prioritise work loads, as well as ensuring all the files and records are up to date and checking the integrity of customer data. The ideal candidate will be ambitious, driven and confident of working in a high pressured environment. You will preferably have gained previous experience within the Financial Services industry, but this isn't essential, and you should possess excellent customer service skills, as well as being an accurate and effective communicator. GCSE (or equivalent) in Mathematics and English at Grade C or above is also preferred, and you will need to be a quick learner in order to develop a basic understanding of the pension's industry - including industry regulations and current pension's legislation - quickly once you're in the role. In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a stakeholder Pension Scheme, 23 days holiday, private health cover, childcare vouchers and season ticket loans. The role also offers candidates the opportunity to study for a number of Pensions qualifications, and the chance to develop their own, long-term career within a reputable, market leading organisation. PTM1304-327 Trainee Pensions Administrator is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, Compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Sat, 18 May 2013 02:42:57 +0100 http://www.workcircle.co.uk/click?j=146512425&from=feed http://www.workcircle.co.uk/click?j=146512425 HNW Mortgage Adviser M4 Corridor Basic range: £25K £35K Commission Bonus OTE: £65k plus uncapped A renowned and ultra successful high net worth financial services organisation are looking to recruit an exceptional and polished mortgage adviser to service leads around the M4 Corridor. This will offer the successful candidate an abundance of good quality HNW leads and the chance to work in a very professional and up market environment. Key Points to consider: All Leads Provided HNW Excellent uncapped OTE Well known and respected reputation Minimum Requirements: Full CeMAP or equivalent Proven track record in mortgage sales Minimum 2 years experience mortgage advisory experience Preferred, experience with HNW clientele Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, HNW, High Net Worth 25000.0000 Speciality: Mortgage Advisor. Location: Wiltshire, South West England Sat, 18 May 2013 02:42:51 +0100 http://www.workcircle.co.uk/click?j=147977100&from=feed http://www.workcircle.co.uk/click?j=147977100 Product Manager Ambridge Harris Associates are supporting their client based in Salisbury, Hampshire, to recruit a Product Manager to join their expanding Savings and Investments team. The role is paying up to £45k and could be an immediate start for the successful candidate. Purpose of the Role: This role is responsible for ensuring the savings and investment products meet the financial requirements of the business, operate in line with the product terms and conditions and meet customer expectations. Key responsibilities: Responsible for the product performance of savings and investment products globally Own and direct the process of carrying out product reviews for all savings investment products Identify areas where products are not delivering against customer and company expectations Ensure any identified areas of weakness are fed back to savings and investment product managers for awareness for future product developments Candidate Profile: Ideally you will be based out of Salisbury, however if home working is preferred then this can also be accommodated. You may also be required to travel into London on occasion. You will have a strong background in Savings, Life and Investment products, and additional technical expertise in understanding how contracts work. This will enable you to highlight areas of weakness and be able to offer advice on solutions and improvements It is important that you can provide confidence to senior management that savings and investment products are working in line with customer expectations and FPIs financial expectations. (e.g. in line with valuation basis). You will also be able to monitor and understands the drivers of financial metrics underlying heritage saving investment products. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. 45000.0000 Speciality: Investments. Location: Salisbury, Wiltshire Fri, 17 May 2013 03:03:48 +0100 http://www.workcircle.co.uk/click?j=147977037&from=feed http://www.workcircle.co.uk/click?j=147977037 Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of enforcement officers who have been City Guilds accredited. You too will attend our client's leading training centre where you will strengthen your skills and become part of a professional service to retrieve debts and execute warrants. The ideal applicant will be a clear communicator with the ability to remain calm under pressure. With a drive to succeed you will be focused and highly self motivated. You will use effective organisational skills to achieve targets and maximise your earnings. Successful applicants will be required to gain satisfactory clearance from the Criminal Records Bureau and must have a full clean driver's licence. Interested and keen to find out more, please send a copy of your CV to 30000.0000 Speciality: Loans - Other. Location: Swindon, Wiltshire Fri, 17 May 2013 03:03:46 +0100 http://www.workcircle.co.uk/click?j=147977003&from=feed http://www.workcircle.co.uk/click?j=147977003 Junior Paraplanner/ Senior Administrator Location: Salisbury Salary: £22,000 - £28,000 Our client is looking for a Junior Paraplanner/ Senior Administrator with strong technical knowledge in both Pensions and Investments, to join their progressive Wealth Management practice. This is a fantastic opportunity where you will be supporting a highly successful fee earner within the company. Duties and Responsibilities: To ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FSA To process and deliver Suitability reports for a variety of IFA's To provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team Respond efficiently and effectively to requests from Company advisers and Management Skills and Qualifications: Previous experience within an IFA practice background Ideally you will be working towards Diploma Qualification in Financial Planning or will have made significant progress towards this qualification Good technical knowledge in investments and taxation required Familiarity of all tools used for research including but not limited to Aequos, O M and Assureweb Knowledge and practical experience in the application of the rules of the FSA Strengths in Data Analysis and written English are essential 22000.0000 Speciality: Paraplanning. Location: Salisbury, Wiltshire Fri, 17 May 2013 03:03:45 +0100 http://www.workcircle.co.uk/click?j=148792233&from=feed http://www.workcircle.co.uk/click?j=148792233 Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of enforcement officers who have been City Guilds accredited. You too will attend our client's leading training centre where you will strengthen your skills and become part of a professional service to retrieve debts and execute warrants. The ideal applicant will be a clear communicator with the ability to remain calm under pressure. With a drive to succeed you will be focused and highly self motivated. You will use effective organisational skills to achieve targets and maximise your earnings. Successful applicants will be required to gain satisfactory clearance from the Criminal Records Bureau and must have a full clean driver's licence. Interested and keen to find out more, please send a copy of your CV to 30000.0000 Speciality: Collections. Location: Swindon, Wiltshire Fri, 17 May 2013 03:02:56 +0100 http://www.workcircle.co.uk/click?j=148792210&from=feed http://www.workcircle.co.uk/click?j=148792210 HNW Mortgage Adviser M4 Corridor Basic range: £25K £35K Commission Bonus OTE: £65k plus uncapped A renowned and ultra successful high net worth financial services organisation are looking to recruit an exceptional and polished mortgage adviser to service leads around the M4 Corridor. This will offer the successful candidate an abundance of good quality HNW leads and the chance to work in a very professional and up market environment. Key Points to consider: All Leads Provided HNW Excellent uncapped OTE Well known and respected reputation Minimum Requirements: Full CeMAP or equivalent Proven track record in mortgage sales Minimum 2 years experience mortgage advisory experience Preferred, experience with HNW clientele Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, HNW, High Net Worth 25000.0000 Speciality: Mortgage Advisor. Location: Wiltshire, South West England Fri, 17 May 2013 03:02:55 +0100 http://www.workcircle.co.uk/click?j=148792187&from=feed http://www.workcircle.co.uk/click?j=148792187 Mortgage Adviser Trowbridge Basic Salary £18K £20K Car Allowance £35K - £45K OTE A great opportunity for a mortgage adviser has arisen to work in the Trowbridge area for a popular and successful estate agents. This will give a mortgage adviser a comfortable working environment, excellent lead source and the ability to earn a good OTE. Minimum Requirements: CeMap or equivalent Successful sales background Drive and enthusiasm Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, mortgage adviser, mortgage consultant, mortgage broker, broker, financial adviser, estate agents, estate agency, cemap, fpc, maq 18000.0000 Speciality: Mortgage Advisor. Location: Trowbridge, Wiltshire Fri, 17 May 2013 03:02:54 +0100 http://www.workcircle.co.uk/click?j=148792132&from=feed http://www.workcircle.co.uk/click?j=148792132 Business Development Manager - Reading / Swindon Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a high commission element, success is well rewarded, with £60k as a realistic OTE. The role. Developing relationships with intermediaries, including marketing campaigns, presentations, and assistance with quote and apply. Unique product proposition. Continuous training and development. Entrepreneurial as opposed to corporate. Competitive salary Uncapped commission. £60k OTE Top earners in excess of £100k! BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Swindon, Wiltshire Fri, 17 May 2013 03:02:53 +0100 http://www.workcircle.co.uk/click?j=148792077&from=feed http://www.workcircle.co.uk/click?j=148792077 Job Role: An experienced (and ideally qualified) Financial Service Administrator is required to join this Salisbury based company.They will need to be able to mentor the less experienced team members. Must have worked within an IFA practice and have whole of market product knowledge/sales support experience to financial advisers. Requirements: Must have extensive experience within a financial services administration role. Ideally have the Financial Planning Certificate Musthave worked within an IFA practice and have whole of market product knowledge/sales support experience to financial advisers. Good communication skills, both oral and written. Good knowledge of Microsoft Office. Good planning and organisational skills, having the ability to organise and prioritise workloads. Accuracy and attention to detail being key. To be adaptable within an ever changing environment. 25000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Fri, 17 May 2013 03:02:50 +0100 http://www.workcircle.co.uk/click?j=148792021&from=feed http://www.workcircle.co.uk/click?j=148792021 Paraplanner - Swindon Job Description To support a Financial Adviser by conducting research on products and helping find solutions for medium to high net worth clients and companies. Writing Suitability Reports for the FA to present to clients and Arranging for plans to be submitted to provider companies. Assisting the FA with reviews and customer requests as well as acting as a point of contact for the FA's clients to deal with day to day queries. Desired Skills Experience Experience working as a Whole Of Market Paraplanner Confident personality Experience of writing Suitability Reports Diploma qualified preferred, working towards Diploma Level or equivalent experience Experience of working as part of a team Remuneration Benefits Salary between £22,000 - £32,000 depending on experience 3% pension contribution after passing 3 month probation period PHI Free eye care Flexible working hours Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. 22000.0000 Speciality: Paraplanning. Location: Wiltshire, South West England Fri, 17 May 2013 03:02:49 +0100 http://www.workcircle.co.uk/click?j=146371702&from=feed http://www.workcircle.co.uk/click?j=146371702 Business Development Manager - Reading / Swindon Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a high commission element, success is well rewarded, with £60k as a realistic OTE. The role. Developing relationships with intermediaries, including marketing campaigns, presentations, and assistance with quote and apply. Unique product proposition. Continuous training and development. Entrepreneurial as opposed to corporate. Competitive salary Uncapped commission. £60k OTE Top earners in excess of £100k! BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Swindon, Wiltshire Fri, 17 May 2013 02:57:30 +0100 http://www.workcircle.co.uk/click?j=146371640&from=feed http://www.workcircle.co.uk/click?j=146371640 Mortgage Adviser Trowbridge Basic Salary £18K £20K Car Allowance £35K - £45K OTE A great opportunity for a mortgage adviser has arisen to work in the Trowbridge area for a popular and successful estate agents. This will give a mortgage adviser a comfortable working environment, excellent lead source and the ability to earn a good OTE. Minimum Requirements: CeMap or equivalent Successful sales background Drive and enthusiasm Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, mortgage adviser, mortgage consultant, mortgage broker, broker, financial adviser, estate agents, estate agency, cemap, fpc, maq 18000.0000 Speciality: Mortgage Advisor. Location: Trowbridge, Wiltshire Fri, 17 May 2013 02:57:27 +0100 http://www.workcircle.co.uk/click?j=142970519&from=feed http://www.workcircle.co.uk/click?j=142970519 Location Swindon Role/Person Experienced Mortgage Brokers to provide quality mortgage advice and guidance to customers. All appointments are pre-qualified and booked for the Mortgage Adviser. A centrally dedicated processing team provides full support after the appointment. You must be able to handle between 15 and 25 sales per month. You must have a proven track record of at least 2 years as a Mortgage and Protection Adviser and a mortgage broking background providing whole of market mortgage advice. You must be self managed and disciplined as this is a 'home based' position. The majority of appointments are afternoon and evenings. You must have a full and clean driving license and be comfortable with travel up to 2 hours from your home location. Package: Employed position Basic salary Guaranteed income up to £40k for the first 6 months OTE £50k - Minimum Earnings £40k -Top earners £75k Fuel allowance Flexible working hours Home based Laptop, scanner Printer mobile phone broadband business expenses sick pay 20 day's holiday bank holidays 40000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Fri, 17 May 2013 02:52:56 +0100 http://www.workcircle.co.uk/click?j=132121882&from=feed http://www.workcircle.co.uk/click?j=132121882 Organisation Description My client is an established wealth management firm with over £100m of client assets under management. They currently seek a self-employed IFA to offer ethical, fee-based advice to both your clients and theirs. Details below: Job Description Negotiable fee income split but likely to start at 60/40 in your favour, rising with production with all adviser fees funded by the company. Neither ofthe 2 company Directors will give advice from 2013. They have a 6 year old asset management proposition and an in-house investment team to manage funds. Use First software. Shares available and they want you to play an integral role in the company infrastructure, with potential to become a Director. Use Transact platform but moving to DFM soon. You will bring a modest client bank, thoughclients will be availablewhen Directors stop giving advice, plus they are likely to acquire a client bank soon. Remote working is fine. They have 1 Consultant living elsewhere in the South-West who they see twice a month. Pretty much all HNW individuals with a few corporate clients. Person Specification If you are looking for an established practice with an excellent client service proposition, please apply immediately. Reed Specialist Recruitment Limited is an employment agency and employment business 40000.0000 Speciality: Independent Financial Advisor. Location: Swindon, Wiltshire Thu, 16 May 2013 03:26:29 +0100 http://www.workcircle.co.uk/click?j=147068124&from=feed http://www.workcircle.co.uk/click?j=147068124 Our client, one of the UK’s leading mortgage brokers specialising with the new build sector, is currently looking to recruit several experienced Mortgage Advisor’s to join their growing team. Candidates will be required to visit clients generated from pre-qualified leads and sell a range of mortgage and protection products. The role is primarily field based so candidates need to be self motivated and able to develop relationships with a range of clients. Experience: - Candidates need to come from either an estate agency or new home / build mortgage background. - Be fully CeMAP or equivalent qualified. - Be hardworking and self motivated. In return candidates can expect to receive an excellent package including basic of circa £20k, full home office including laptop and mobile, all leads provided and an excellent uncapped OTE of £50k. 17000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Thu, 16 May 2013 03:15:04 +0100 http://www.workcircle.co.uk/click?j=147068061&from=feed http://www.workcircle.co.uk/click?j=147068061 Our client, a leading financial services organisation is seeking to recruit a Mortgage and Protection Business Assessor to join an established team. As a Mortgage and Protection Business Assessor you will be responsible for : Key responsibilities: To Review cases in an appropriate manner, and in line with ICOBS/MCOB regulations, TCF principles within the company. To be able to make appropriate decisions to a high standard, and be able to document how it satisfies the MCOB/ICOBS regulations To review client files within the agreed criteria, to the appropriate standard, with a minimum error rate. To assess client files, and record the results of the evaluation appropriately. To achieve Daily target with regards to advice checks. To provide customer service to advisers and supervisors within the agreed criteria and to an agreed timescale Suitable applicants will be/have: A minimum of 3 years’ experience within a financial services organisation Good overall knowledge and experience in the MCOB world (essential) CeMap qualified (Certificate in Mortgage Advice and Practice) A sound understanding of Market, risk and business awareness Awareness around Data Protection and Financial Crime Previous business assessment/checking experience Excellent interpersonal and communication skills If you feel you have the required skills and experience for this Business Assessing vacancy then please contact Darren Russell: Email: Direct Line: 22000.0000 Speciality: Other Financial Services. Location: Wiltshire, South West England Thu, 16 May 2013 03:15:03 +0100 http://www.workcircle.co.uk/click?j=132857802&from=feed http://www.workcircle.co.uk/click?j=132857802 Independent Financial Advisor Salary: £30,000 - £60,000 (Flexible Package, 3 times salary justification) Location: Salisbury Our client is a rapidly expanding Financial Planning Wealth Management company and through continued growth and are seeking to take on Independent Financial Advisors within their office in Salisbury. As the IFA you will be responsible for carefully advising clients in all areas of Wealth Management to include Investments, Pensions and Protection, whilst at all times ensuring client care is at the heart of client management. Responsibilities Provide a top level of independent Financial Advice to new and existing clients Liaise closely with the support staff and other IFA's Support staff take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios, allowing you to focus purely on your clients needs Skills Vast experience with a good technical knowledge of all financial products including Pension regulation and investment portfolios Must be Diploma Qualified, minimum of Level 4 Proven ability to develop strong client relationships and achieve high levels of investments 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Thu, 16 May 2013 03:13:52 +0100 http://www.workcircle.co.uk/click?j=140269613&from=feed http://www.workcircle.co.uk/click?j=140269613 Organisation Description My client is an established wealth management firm with over £110m of client assets under management . They currently seek a diploma qualifiedemployed IFA to offer ethical, fee-based advice to both your clients and theirs. Details below: Job Description Employed paying up to £50k salary with 3 x as your target in year 2. There will be no target in year 1. Neither ofthe 2 company Directors can give advice from 2013. They have a7 year old asset management proposition and an in-house investment team to manage funds. Use First software. Shares available and they want you to play an integral role in the company infrastructure, with potential to become a Director. Use Transact platform but moving to DFM soon. Ideally you will bring a modest client bank, thoughclientsare availableas theDirectors havestopped giving advice, plus they are likely to acquire a client bank soon. Pretty much all HNW individuals with a few corporate clients. Person Specification If you are looking for an established practice with an excellent client service proposition, please apply immediately. Salaries will range from £35k to £50k depending on what you can bring to the table, while they also offer generous benefits, excellent admin and paraplanning support (they're currently recruiting for an additional Paraplanner). They are also looking at succession planning so there's a strong chance of you acquiring equity in the firm once established. Reed Specialist Recruitment Limited is an employment agency and employment business 40000.0000 Speciality: Independent Financial Advisor. Location: Swindon, Wiltshire Thu, 16 May 2013 03:03:31 +0100 http://www.workcircle.co.uk/click?j=147824860&from=feed http://www.workcircle.co.uk/click?j=147824860 Organisation Description A super Financial organisation based in Salisbury are recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be experienced in diary management. Be confident in their ability to prioritise and be organised in their approach to using office management system. Job Description Obtaining plan information for new clients from existing providers in order that paraplanners can prepare a recommendation letter. Requesting plan reviews and ensuring they are actioned. Providing full support to advisers which will include in the processing of new business and ongoing service to clients to include obtaining illustrations preparing paperwork for client meetings and ensuring that all information is available for appointment. Submitting new business both on line and in paper format ensuring that all necessary paperwork is submitted to ensure a timely completion. Inputting detail on new business register including commission expectation. Maintaining back office system. Setting up new clients and inputting detail/compliance information. Dealing with queries from clients assigned to administrator where possible. Ensuring advisers are kept informed of any correspondence that needs their attention. Produce Annual Review packs for clients arranging appointments where appropriate. Maintaining client detail ensuring cash accounts have sufficient available for income/charges. Instructing trades and switch instructions on line Person Specification For this role we are looking for candidates that have worked for a IFA rather then an Insurer or provider. You must have whole of market experience with a proven track record working in a similar environment and has or is studying for CF qualifications or equivalent. Please apply on line Reed Specialist Recruitment Limited is an employment agency and employment business 23000.0000 Speciality: Pensions. Location: Salisbury, Hampshire Thu, 16 May 2013 02:55:39 +0100 http://www.workcircle.co.uk/click?j=147824861&from=feed http://www.workcircle.co.uk/click?j=147824861 Organisation Description A super Financial organisation based in Salisbury are recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be experienced in diary management. Be confident in their ability to prioritise and be organised in their approach to using office management system. Job Description Obtaining plan information for new clients from existing providers in order that paraplanners can prepare a recommendation letter. Requesting plan reviews and ensuring they are actioned. Providing full support to advisers which will include in the processing of new business and ongoing service to clients to include obtaining illustrations preparing paperwork for client meetings and ensuring that all information is available for appointment. Submitting new business both on line and in paper format ensuring that all necessary paperwork is submitted to ensure a timely completion. Inputting detail on new business register including commission expectation. Maintaining back office system. Setting up new clients and inputting detail/compliance information. Dealing with queries from clients assigned to administrator where possible. Ensuring advisers are kept informed of any correspondence that needs their attention. Produce Annual Review packs for clients arranging appointments where appropriate. Maintaining client detail ensuring cash accounts have sufficient available for income/charges. Instructing trades and switch instructions on line Person Specification For this role we are looking for candidates that have worked for a IFA rather then an Insurer or provider. You must have whole of market experience with a proven track record working in a similar environment and has or is studying for CF qualifications or equivalent. Please apply on line Reed Specialist Recruitment Limited is an employment agency and employment business 23000.0000 Speciality: Life. Location: Salisbury, Hampshire Thu, 16 May 2013 02:55:39 +0100 http://www.workcircle.co.uk/click?j=147824800&from=feed http://www.workcircle.co.uk/click?j=147824800 My client is a progressive financial planning and wealth management business who has a commitment to providing professional advice and a high quality service tailored to individual needs. The continued success that the business is seeing has created a need for a professional, motivated and well qualified IFA to join their team on an employed basis. This role is flexible between home and office based, you will be required to attend occasional client seminars and face to face meetings in client’s homes to meet the needs of your clients and the business. The successful candidate will currently be writing £100k plus and have access to their own client bank. In return you will receive the professional support in all business areas, plus client introductions from existing IFA’s and professional introducers with a view to increase annual business written to over £200k. There is great scope to receive existing clients through IFA’s at retirement. My client believes in professional development for all members of their team and they provide training progression support for all staff, so this is an excellent opportunity to join an expanding firm which is driven by your success and development. Salaries are negotiable dependent on experience and business written. Salary range £30k - £50k. This opportunity offers the right individual a generous validation and bonus scheme. There is a generous car allowance travel expense per mile and a leading benefits package including Private health, Pension and DIS. This is a desirable role that is not to be missed. To discuss it in confidence, please contact Andrew Nicholson at Recruit UK. 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=147824753&from=feed http://www.workcircle.co.uk/click?j=147824753 Organisation Description A super Financial organisation based in Salisbury are recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be experienced in diary management. Be confident in their ability to prioritise and be organised in their approach to using office management system. Job Description Obtaining plan information for new clients from existing providers in order that paraplanners can prepare a recommendation letter. Requesting plan reviews and ensuring they are actioned. Providing full support to advisers which will include in the processing of new business and ongoing service to clients to include obtaining illustrations preparing paperwork for client meetings and ensuring that all information is available for appointment. Submitting new business both on line and in paper format ensuring that all necessary paperwork is submitted to ensure a timely completion. Inputting detail on new business register including commission expectation. Maintaining back office system. Setting up new clients and inputting detail/compliance information. Dealing with queries from clients assigned to administrator where possible. Ensuring advisers are kept informed of any correspondence that needs their attention. Produce Annual Review packs for clients arranging appointments where appropriate. Maintaining client detail ensuring cash accounts have sufficient available for income/charges. Instructing trades and switch instructions on line Person Specification For this role we are looking for candidates that have worked for a IFA rather then an Insurer or provider. You must have whole of market experience with a proven track record working in a similar environment and has or is studying for CF qualifications or equivalent. Please apply on line Reed Specialist Recruitment Limited is an employment agency and employment business 23000.0000 Speciality: Sales Support. Location: Salisbury, Hampshire Thu, 16 May 2013 02:55:32 +0100 http://www.workcircle.co.uk/click?j=147824752&from=feed http://www.workcircle.co.uk/click?j=147824752 Organisation Description A super Financial organisation based in Salisbury are recruiting for a senior sales support to be able to provide a professional service to both new and existing clients. Having responsibility for a number of clients and ensuring that both new and ongoing business, and the servicing of these clients meets the high standards expected. Must be able to operate as part of a team of 5 and be experienced in diary management. Be confident in their ability to prioritise and be organised in their approach to using office management system. Job Description Obtaining plan information for new clients from existing providers in order that paraplanners can prepare a recommendation letter. Requesting plan reviews and ensuring they are actioned. Providing full support to advisers which will include in the processing of new business and ongoing service to clients to include obtaining illustrations preparing paperwork for client meetings and ensuring that all information is available for appointment. Submitting new business both on line and in paper format ensuring that all necessary paperwork is submitted to ensure a timely completion. Inputting detail on new business register including commission expectation. Maintaining back office system. Setting up new clients and inputting detail/compliance information. Dealing with queries from clients assigned to administrator where possible. Ensuring advisers are kept informed of any correspondence that needs their attention. Produce Annual Review packs for clients arranging appointments where appropriate. Maintaining client detail ensuring cash accounts have sufficient available for income/charges. Instructing trades and switch instructions on line Person Specification For this role we are looking for candidates that have worked for a IFA rather then an Insurer or provider. You must have whole of market experience with a proven track record working in a similar environment and has or is studying for CF qualifications or equivalent. Please apply on line Reed Specialist Recruitment Limited is an employment agency and employment business 23000.0000 Speciality: Paraplanning. Location: Salisbury, Hampshire Thu, 16 May 2013 02:55:32 +0100 http://www.workcircle.co.uk/click?j=147824738&from=feed http://www.workcircle.co.uk/click?j=147824738 Finance Assistant (Rent Payroll) Chippenham £19,455 - £21,400 pa Permanent, 37 hours per week, job share considered Our client, a pioneering housing, regeneration and social investment agency, is currently seeking a proactive Finance Assistant to join their team in Chippenham. This is a permanent post and the salary is £19,455 - £21,400 per annum. The Finance Assistant will support with the effective administration of the Finance Team, including responsibility for rent accounting, banking, payroll, insurance and other financial matters. In this pivotal role, the Finance Assistant will also be responsible for assisting with financial controls, policies, procedures and training. Preparing the monthly arrears report you will also produce monthly management accounting information and support with annual budget processes. Other duties will include organising input of any changes to the tenant and property database, investigating queries raised by housing and arrears officers, checking daily cash and bank receipts, assisting and maintaining monthly payroll and dealing with general enquiries promptly and effectively. The ideal candidate will be educated to GCSE level, or equivalent, with passes in Maths and English. You will have experience of working within a financial environment and an understanding of financial ledgers and accounting entries. Excellent communication skills both in verbal and written are essential along with experience of data input. In addition you will be computer literate and you will have knowledge of analysing and preparing of financial information. An appreciation of and commitment to the provision of excellent customer service would be ideal. Based in Chippenham, this role is commutable from areas such as Devizes, Melksham, Trowbridge, Corsham and Bath. 19455.0000 Speciality: Other Financial Services. Location: Chippenham, Wiltshire Thu, 16 May 2013 02:55:32 +0100 http://www.workcircle.co.uk/click?j=148639279&from=feed http://www.workcircle.co.uk/click?j=148639279 Our client, a leading financial services organisation is seeking to recruit a Mortgage and Protection Business Assessor to join an established team. As a Mortgage and Protection Business Assessor you will be responsible for : Key responsibilities: To Review cases in an appropriate manner, and in line with ICOBS/MCOB regulations, TCF principles within the company. To be able to make appropriate decisions to a high standard, and be able to document how it satisfies the MCOB/ICOBS regulations To review client files within the agreed criteria, to the appropriate standard, with a minimum error rate. To assess client files, and record the results of the evaluation appropriately. To achieve Daily target with regards to advice checks. To provide customer service to advisers and supervisors within the agreed criteria and to an agreed timescale Suitable applicants will be/have: A minimum of 3 years’ experience within a financial services organisation Good overall knowledge and experience in the MCOB world (essential) CeMap qualified (Certificate in Mortgage Advice and Practice) A sound understanding of Market, risk and business awareness Awareness around Data Protection and Financial Crime Previous business assessment/checking experience Excellent interpersonal and communication skills If you feel you have the required skills and experience for this Business Assessing vacancy then please contact Darren Russell: Email: d Direct Line: 22000.0000 Speciality: Other Financial Services. Location: Wiltshire, South West England Thu, 16 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639278&from=feed http://www.workcircle.co.uk/click?j=148639278 My client is a progressive financial planning and wealth management business who has a commitment to providing professional advice and a high quality service tailored to individual needs. The continued success that the business is seeing has created a need for a professional, motivated and well qualified IFA to join their team on an employed basis. This role is flexible between home and office based, you will be required to attend occasional client seminars and face to face meetings in client’s homes to meet the needs of your clients and the business. The successful candidate will currently be writing £100k plus and have access to their own client bank. In return you will receive the professional support in all business areas, plus client introductions from existing IFA’s and professional introducers with a view to increase annual business written to over £200k. There is great scope to receive existing clients through IFA’s at retirement. My client believes in professional development for all members of their team and they provide training progression support for all staff, so this is an excellent opportunity to join an expanding firm which is driven by your success and development. Salaries are negotiable dependent on experience and business written. Salary range £30k - £50k. This opportunity offers the right individual a generous validation and bonus scheme. There is a generous car allowance travel expense per mile and a leading benefits package including Private health, Pension and DIS. This is a desirable role that is not to be missed. To discuss it in confidence, please contact Andrew Nicholson at Recruit UK and quote 420. 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639270&from=feed http://www.workcircle.co.uk/click?j=148639270 My client, one of the countries leading financial services networks are currently recruiting for a Business Quality Officer on a full time permanent basis. The Role The main function of the role will be to check the suitability of the mortgage advice given in line with MCOBs or ICOBs regulations. Key duties include:- Continually encourage a TCF culture within the business. Support the production of relevant and credible MI by ensuring systems used to record decisions are accurate and kept up to date. To review the client files within the agreed criteria to the appropriate standard and subject to a minimum error rate. Facilitate change through personal commitment and ownership of organisational initiatives. Escalate sensitive issues to the appropriate level within the team and organisation. The Person To be considered for this opportunity you'll have previously worked within a regulatory capacity of another Financial Services Company. The Benefits This is an exciting opportunity to join a leading financial services company who offer a competitive financial package with long term opportunities for career progression. CDA1304-195 - Business Quality Officer is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include employee benefits, compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest. 25000.0000 Speciality: Compliance. Location: Wiltshire, South West England Thu, 16 May 2013 02:47:21 +0100 http://www.workcircle.co.uk/click?j=148639191&from=feed http://www.workcircle.co.uk/click?j=148639191 My Client, a market leading SSAS Pensions provider are currently seeking experienced SSAS or SIPP administrators to join their team. The Role Administrators work in small teams on either SSAS, FPT or SIPP in accordance with standards and controls. While the regulations and procedures differ for each type of member-directed pension scheme, the principles remain the same to provide clients with a personal, portfolio based service and a high level of customer care. Administrative transactions Must adhere to a series of procedures and routines to ensure the accurate and timely transaction of client requests, responding to a range of correspondence relating to the relevant pension schemes. Having excellent attention to detail and dealing with queries efficiently and accurately whilst working within agreed and demanding timescales. Records maintenance Ensure that records are updated and completed for all transactions to meet Company requirements and maintain the integrity of the databases and client file records and to ensure that any regulatory deadlines are met. Communication Resolve queries and issues primarily by letter in a professional and timely manner, with reference to established frameworks and procedures. The role will also involve liaising with other departments within the Company, requesting information and chasing progress. Supporting colleagues Support agreed team and department targets by covering any gaps in transaction delivery across teams in the best interest of the department and process effectiveness. To have a professional and flexible approach to meet business requirements. Technical knowledge Skills and expertise are developed through structured training. Those joining with previous experience will deal with more complex transactions, respond to more technical and complicated customer queries and may have responsibility for coaching and mentoring less experienced members of staff. Those with previous experience would be expected to be able to communicate and impart technical knowledge, including awareness of HMRC and legislative practices and changes relating to SSAS and/or SIPP administration. The Person Proven administration skills - ability to work in a systematic, methodical and orderly way. Strong numeracy skills and competent in processing numerical data. (minimum GCSE Maths grade C or equivalent). Educated to A level standard or equivalent. Proven written communication skills, including letter writing skills with the ability of structuring information to meet the needs and understanding of the client. Confident telephone manner with the ability to respond to demanding clients on complex queries in a polite and profession way. Computer literate to include Microsoft Word , Excel, Access , Outlook and Internet. Sets high standards for quality and quantity. Ability to work under pressure and to strict and demanding timescales, multi-tasking and prioritising. Ability to multi-task and prioritise, working in a flexible and adaptable way. Possesses the initiative to plan activities and projects well in advance and take account of possible changing circumstances. Ability to work using own initiative and develops job knowledge and expertise through continual professional development. Ability to work well with colleagues and contribute to effective team working. Accepts and tackles demanding goals with enthusiasm with a 'can do' attitude with a willingness to achieve results The Benefits Salary of up to £25k depending on experience Company pension scheme Free car parking PMN1305-220 - SIPP/SSAS Administrator is only one of many vacancies we are handling. 25000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:47:18 +0100 http://www.workcircle.co.uk/click?j=148639199&from=feed http://www.workcircle.co.uk/click?j=148639199 Our client, a prestigious and well established local company, is looking for a Compliance Monitoring Supervisor to join their team in Salisbury. As a Compliance Monitoring Supervisor you will be required to report to the Monitoring Manager and assist the Group Compliance team in the compliance monitoring of the group’s pension Investment administration operations at multiple branches. The ideal candidate will have a good working knowledge of relevant FCA, JFSC, HMRC, JMLSG, ICO, ASA rules as well as current knowledge of SIPPs or experience in pension’s administration. Previous monitoring experience within an FCA Regulated firm is essential. This is a full time permanent position, offering £25,000 per annum (dependant on experience). Contact Danny at Meridian on to apply and find out more. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency. 20000.0000 Speciality: Other Financial Services. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:47:18 +0100 http://www.workcircle.co.uk/click?j=136538588&from=feed http://www.workcircle.co.uk/click?j=136538588 We require a high quality Mortgage Protection Adviser to work for the UK’s market leading self build mortgage brokers, BUILDSTORE, based in SWINDON, a role which have come about due to continued expansion growth. The role will be office based at in the Swindon office of this pro-active SELF BUILD RENOVATION business and telesales experience will be important for this role, however some face to face appointments with customers will be undertaken. Lead generation is key and this business is supremely pro-active and fully embraces the FS culture quality advisers require with high quality leads being at the forefront of the business coupled with their market leading position makes this a unique opportunity in this current, tough market. They have confirmed that each adviser will receive in the region of 80 QUALIFIED LEADS PER MONTH, therefore volume sales will be achievable in this niche role. Full training will be given to successful candidates, however you will need to demonstrate CAS status ideally and relevant financial services qualifications. This is a specialised role and you will be a solutions provider to a high number of customers at any one time, potentially with up to 100 customers at various stages of the house building renovation process in the pipeline, therefore communication and time management skills are imperative. It is also vitally important that you have a 'can do' attitude with exceptional sales skills! First year earnings for a quality adviser are realistically in the region of £35,000 pa on an EMPLOYED basis with uncapped earnings and phenomenal support and there is a lucrative bonus scheme to motivate you their top advisers are earning well in excess of this figure! You will be working in a team that is fully established and geared up to support a quality adviser, with full marketing, lead generation, administration training support available. You must be fully CeMAP qualified (or equivalent) with at least 18 - 24 months experience, and additional experience of working in a telesales mortgage protection role would be beneficial. 24000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Thu, 16 May 2013 02:43:47 +0100 http://www.workcircle.co.uk/click?j=146202951&from=feed http://www.workcircle.co.uk/click?j=146202951 Our client is a rapidly expanding Financial Planning Wealth Management company and through continued growth and are seeking to take on Independent Financial Advisors within their office in Salisbury. As the IFA you will be responsible for carefully advising clients in all areas of Wealth Management to include Investments, Pensions and Protection, whilst at all times ensuring client care is at the heart of client management. Responsibilities: Provide a top level of independent Financial Advice to new and existing clients Liaise closely with the support staff and other IFA's Support staff take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios, allowing you to focus purely on your clients needs Skills: Vast experience with a good technical knowledge of all financial products including Pension regulation and investment portfolios Must be Diploma Qualified, minimum of Level 4 Proven ability to develop strong client relationships and achieve high levels of investments 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:18:56 +0100 http://www.workcircle.co.uk/click?j=146202784&from=feed http://www.workcircle.co.uk/click?j=146202784 Property Administrator - £16,500 - £19,000 Based: Salisbury Our client are a large and successful Pensions Company who manage many commercial properties as part of their clients pension funds. We are looking for bright articulate candidates with strong numerical ability and an understanding of Commercial Property for this role. This role would suit a recent graduate with a minimum of 6 months administration experience. Job Overview: The Property Administration team manages the purchase and sale of properties held on behalf of pension members, as well as dealing with any issues that arise during the time the property is held within the SIPP. The issues that can be faced vary greatly and the successful candidate will need to be able to work in a busy and active environment. Key Responsibilities: Deal with general property enquiries and provide accurate data to IFA's Liase with Clients and IFA's on a daily basis Liase with other internal teams and legal team Keep up to date with HMRC regulations and policy risks Collate required information for pension fund returns Dealing with general enquires relating to the property portfolio To provide exceptional customer service Dealing with and building relationships with IFA's Candidate Skills required: Understanding of Commercial Property Management is an advantage Excellent numerical ability with high levels of accuracy and attention to detail Exceptional verbal and written communication skills Working knowledge of Microsoft Applications Customer-focussed, professional and courteous working manner Commitment to and awareness of the team and changing workloads Ability to meet deadlines and taking personal ownership to achieve team goals General administration experience In return for your hard work our Client offers a competitive salary and good progression opportunities. Candidate Channel is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job. 16500.0000 Speciality: Loans - Other. Location: Salisbury, Wiltshire Thu, 16 May 2013 02:18:52 +0100 http://www.workcircle.co.uk/click?j=133724344&from=feed http://www.workcircle.co.uk/click?j=133724344 Our client is looking for a Pensions Administrator to join their Employee Benefits team in Salisbury. The Employee Benefits team work in conjunction with regulated consultants to provide employers with full support to meet both legislation and good practice. It is vital that the team support the employer and their HR function to ensure smooth deliver of the benefits such as Pensions and Group life products across the workforce. The role will consist of provision of benefit ranges as required by employers, re-broking existing benefits to ensure they remain competitive and answering enquiries from both existing members and potential new joiners. Experience of working with Group Pension and risk based benefit work is key to this role. The ideal person will have good keyboard skills and experience in MS Office packages to include, Word, Excel and Outlook. Good numeracy and literacy skills are essential, you will be required to communicate with clients and their staff on a regular basis by letter, telephone and email. You will need to be comfortable working on your own as well as part of a team, possess problem solving skills and good communication skills at several levels. Customer service skills and good telephone skills are essential. Capability to mentor and support other work colleagues in areas of expertise. Knowledge and understanding of HMRC and legislative practices in line with company policies and procedures. This role is advertised by First 2 Recruit Ltd - for more vacancies please visit www.first2recruit.co.uk Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability. 16500.0000 Speciality: Employee Benefits. Location: Salisbury, Wiltshire Wed, 15 May 2013 03:33:52 +0100 http://www.workcircle.co.uk/click?j=141754815&from=feed http://www.workcircle.co.uk/click?j=141754815 This company is a multi award winning master broker, established in 2002. Widely recognised as one of the largest and most innovative providers of broker services in the UK, specialising in the 'safe’ distribution and packaging of secured loans, bridging finance and commercial mortgages. Our services are offered to many of the UK’s major networks, often under branded arrangements. Our network partners include Openwork, Intrinsic, First Complete, Home Loan Partnership, NACFB as well as a large percentage of the directly authorised community. We are dedicated to providing the highest levels of service to our introducing brokers. We have many years’ experience working with intermediaries and understand that good communication, expert product knowledge and efficient processes are vital to providing the very best service to their customers. They are looking for a new Business Development Manager to cover the M4 Corridor, to build and maintain relationships with Financial Advisers, who will promote the company products to their clients. They are looking to employ a new BDM who has experience in a similar role, dealing with the Mortgage market. Basic between £27k and 32k, travel paid for and uncapped bonus. 27000.0000 Speciality: Business Development Manager. Location: Swindon, Wiltshire Wed, 15 May 2013 03:17:06 +0100 http://www.workcircle.co.uk/click?j=148507229&from=feed http://www.workcircle.co.uk/click?j=148507229 This is an excellent opportunity to join a market leader within the SIPP SSAS Pensions administration field a specialist area within the Financial Services industry, who are currently looking to recruit a proactive, quick-learning Account Executive to join their busy team on a permanent basis. Working with several high profile accounts for the business, this role is responsible for completing all aspects of administration for the clients' SIPP SSAS Pensions requirements including retirement quotes, resolving customer queries, ensuring payments are received accurately, and liaising with IFAs to promote the business' products and service to the public. Plus, you will need to work in an organised and progressive manner, with the ability to prioritise work loads, as well as ensuring all the files and records are up to date and checking the integrity of customer data. The ideal candidate will be ambitious, driven and confident of working in a high pressured environment. You will preferably have gained previous experience within the Financial Services industry, but this isn't essential, and you should possess excellent customer service skills, as well as being an accurate and effective communicator. GCSE (or equivalent) in Mathematics and English at Grade C or above is also preferred, and you will need to be a quick learner in order to develop a basic understanding of the pension's industry - including industry regulations and current pension's legislation - quickly once you're in the role. In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a stakeholder Pension Scheme, 23 days holiday, private health cover, childcare vouchers and season ticket loans. The role also offers candidates the opportunity to study for a number of Pensions qualifications, and the chance to develop their own, long-term career within a reputable, market leading organisation. PTM1305-190 - Trainee Pensions Administrator is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, Compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Wed, 15 May 2013 03:14:51 +0100 http://www.workcircle.co.uk/click?j=148507189&from=feed http://www.workcircle.co.uk/click?j=148507189 Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of enforcement officers who have been City Guilds accredited. You too will attend our client's leading training centre where you will strengthen your skills and become part of a professional service to retrieve debts and execute warrants. The ideal applicant will be a clear communicator with the ability to remain calm under pressure. With a drive to succeed you will be focused and highly self motivated. You will use effective organisational skills to achieve targets and maximise your earnings. Successful applicants will be required to gain satisfactory clearance from the Criminal Records Bureau and must have a full clean driver's licence. Interested and keen to find out more, please send a copy of your CV to 30000.0000 Speciality: Collections. Location: Swindon, Wiltshire Wed, 15 May 2013 03:14:49 +0100 http://www.workcircle.co.uk/click?j=147719380&from=feed http://www.workcircle.co.uk/click?j=147719380 Compliance Review Team Adviser Role Purpose Reporting to the CRT Authorisation Manager, the role-holder is required to remotely check the quality of advice given by authorised mortgage and insurance advisers working within our clients firms. The role-holder will provide feedback on the outcome of their checks to advisers and field-based supervisors. Main Accountabilities To check the quality of documentation uploaded by the adviser onto the online record-keeping system against network standards set by the client To ensure that advice checks are undertaken and feedback documentation is produced and issued in line with regulatory requirements and network standards To check the quality of advice given in recorded telephone calls undertaken by a general insurance call centre To communicate and deal with queries raised in relation to client file requirements by the regional and area compliance managers and the training and development manager To follow up completed checks to ensure that any development areas highlighted via the feedback has been dealt with by the field supervision team and we hold evidence to show the case as closed To maintain files and management information as required To deal with general compliance enquiries from advisers in line with documented network processes To understand and promote the regulatory principles of Treating Customers Fairly in checks undertaken To actively participate in the development of the team by making suggestions, highlighting improvements to process and assisting with peer training Technical Skills/Competencies Intermediate IT skills Microsoft Office suite (Excel, Word, Outlook) Knowledge and Expertise (relating to specialist knowledge and expertise required to undertake the role Qualifications Must hold relevant financial services qualifications e.g. CF1/CF6 full CeMAP or recognised equivalents Competence/Skills Previous experience in a similar role preferred although consideration may be given to an individual who has provided advice in the mortgage and insurance market Knowledge must have a good understanding of regulation, specifically MCOB and ICOBS. Should have a working knowledge of the mortgage and insurance market Experience, qualifications and other requirements specific to the role Essential GCSE Maths/English (grade C or above) Good written and oral communication Additional details of exceptional aspects of the demands of the role Ability to work well within a team in a busy office environment Ability to take ownership for workload and work to set quality and timeframe standards 20000.0000 Speciality: Mortgages - Other. Location: Chippenham, Wiltshire Wed, 15 May 2013 02:55:03 +0100 http://www.workcircle.co.uk/click?j=146925958&from=feed http://www.workcircle.co.uk/click?j=146925958 Are you a Financial or Mortgage Advisor with a desire to learn? Want to earn great commission with a well-established company offering full training? If so, look no further. A superb opportunity has arisen for a Financial / Mortgage Advisor to join the largest multi-tie network in the UK. If you're hard-working, confident and looking for an exciting opportunity to set up your own franchise or work for an existing franchise or business, read on. As a Financial / Mortgage Advisor, you will be providing advice to clients regarding mortgages, life insurance, general insurance, and if qualified, pension and investment products. Operating in a risk free environment with significant financial backing, you'll have the chance to increase your earnings year on year, as well as develop long standing client relationships under a trusted national brand. Interested? If so, you must have: - At a minimum, one year's experience of providing regulated financial advice - A CeMAP or Diploma for Financial Advisers (Level 4 qualification) Highly motivated, as a Financial / Mortgage Advisor, you must have confident communication skills and a personable approach. The ability to work on your own initiative is also key. Additional Keywords: Financial Advisor, Mortgage Advisor, Protection Advisor, Self Employed Protection Advisor, Mortgage Protection Advisor, Sales Advisor, Trainee Protection Advisor, Mortgage Advisor, CeMAP. 40000.0000 Speciality: Mortgage Advisor. Location: Swindon, Wiltshire Wed, 15 May 2013 02:47:32 +0100 http://www.workcircle.co.uk/click?j=140131123&from=feed http://www.workcircle.co.uk/click?j=140131123 Senior Compliance Advice Consultant - Banking Reporting into the Senior Compliance Manager for Banking, you will be part of a team of 4 that provides regulatory support in the development and distribution of Banking products and with Payments activities. Responsibilities for the role of Senior Compliance Advice Consultant - Banking Support business as usual and project work, working alone and supporting other colleagues within the team. Day to day you will manage key relationships to understand business requirements in relation to our products whilst keeping yourself and the business current with regulatory changes at the Financial Services Authority (FSA) and other regulatory bodies. Your stakeholder relationships both internal and external will allow you to influence future developments and enable you to implement compliant but commercial solutions to business needs. Deliver regulatory guidance to support product and policy development, commercial solutions, and ownership of advice on regulatory incidents. Establish and maintain a professional working relationship with relevant internal colleagues and network externally to understand competitor practice. Provide expert technical advice for Group wide business areas to ensure that all process, policies, and products are regulatory compliant. Maintain in-depth knowledge of regulatory development in the Financial Services industry, compliance controls and MI requirements for translation into internal policy. Maintain an in-depth knowledge of the internal processes and procedures that are utilised in our product and distribution channels. Help to influence regulatory developments through compilation of compelling and effective responses to regulators’ consultative documents. Experience required for the role of Senior Compliance Advice Consultant - Banking Experience in a compliance and regulatory environment Experience of the Banking Conduct of Business Sourcebook (BCOBS) and/or Payment Services Regulations ICA or equivalent qualification Capable of assimilating complex information rapidly across diverse business areas Salary: Up to £36,785 plus benefits and annual bonus Location: Swindon Vacancy type: Permanent For more information regarding the role of Senior Compliance Advice Consultant - Banking please contact Rosa or Louise Stellar Select is acting as an employment agency and is a corporate member of the REC Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days 28000.0000 Speciality: Compliance. Location: Swindon, Wiltshire Wed, 15 May 2013 02:46:30 +0100 http://www.workcircle.co.uk/click?j=146053840&from=feed http://www.workcircle.co.uk/click?j=146053840 My client has a vacancy for an experienced Paraplanner to work in a team of seven Paraplanners supporting seven Financial Advisers in a busy practice in Marlborough. Job Role To support an Financial Adviser by conducting research on products and helping find solutions for medium to high net worth clients and companies. Writing suitability reports for the FA to present to clients and Arranging for plans to be submitted to provider companies. Assisting the FA with reviews and customer requests as well as acting as a point of contact for the IFA’s clients to deal with day to day queries. Candidate Attributes Suitable candidates will have the following: Experience working as a Whole Of Market Paraplanner Confident personality Experience of writing Suitability Reports Diploma qualified preferred, but at least working towards Diploma Level. Experience of working as part of a team 20000.0000 Speciality: Paraplanning. Location: Marlborough, Wiltshire Wed, 15 May 2013 02:16:20 +0100 http://www.workcircle.co.uk/click?j=149245429&from=feed http://www.workcircle.co.uk/click?j=149245429 Pensions Administrator - Financial Services £16,500-£19,000 Based: Salisbury We are looking for a number of bright articulate and enthusiastic candidates with excellent telephone and customer service skills combined with strong administrative experience for our client based in Wiltshire. Job Role: Working for a major Financial Services Company within a small team you will be handling incoming calls from IFA's - Independent Financial Advisors This is a challenging and varied role which requires candidates to multi-task In addition you will have to undertake varied pension administration tasks and represent the Company in a professional manner Key Responsibilities: You will be expected to take full ownership for managing work volumes and priorities and to produce work of the highest standards You will be responsible for building and maintaining relationships with IFA's, Clients and other Third Parties and act as designated point of contact for a portfolio of IFA's Processing of new business applications and transfers Executing trade instructions and transfers / contributions Establishing and maintaining Investment Manager Accounts Written, telephone and general enquiries To provide exceptional customer service Candidate Skills required: Previous experience of working within the Financial Services Industry - ideally the Pensions Industry although any FS experience will be considered Excellent telephone manner and customer service skills Strong written and verbal communication skills Attention to detail strong numerical skills A team player but also able to work independently using your initiative In return for your hard work and dedication our Client offers a competitive salary and excellent benefits including 23 days holiday and good progression opportunities. Candidate Channel is dedicated to helping you find your next career move, s o if you are looking for a new role, submit your CV to us and we can help you find that perfect job. 16500.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Wed, 22 May 2013 03:03:40 +0100 http://www.workcircle.co.uk/click?j=149245171&from=feed http://www.workcircle.co.uk/click?j=149245171 Joining the firm as an Assistant Manager within Rural Business and Landed Estates services, you will work closely with partners and a specialist, highly regarded team, based from the firms Swindon operations. There will be scope for development and progression in the role and firm, with genuine prospects for client management and responsibility for individuals looking to further their careers in the sector You will be responsible for ensuring clients receive an excellent level of service to meet their business, personal and family needs in a client facing role developing long term relationships and lookingto add value with advisorywork, identifying opportunities. You will oversee the efficient preparation/review of accounts, business tax returns, personal tax returns and VAT returns. You will look to develop and maintain productive relationships with clients to resolve any queries or issues as they arise during the compliance process, raising any issues with senior staff as necessary. You will undertake specific advisory projects or technical research as directed by Partners and Managers. You will look to support the team in a supervisory, supportand managerial capacity. You will be ACA, ACCA qualified, or suitably experienced within the accountancy practice sector at Assistant Manager or Manager level. If you have experience in accounts and tax preparation for the agricultural industry, this would be an advantage Strong interpersonal skills in order to build and maintain long-term relationships within the industry and with fellow colleagues A genuine interest in developing a career in the rural business and landed estates market A desire to contribute to the building of a successful business sector with this leading firm of accountants A leading, highly regarded firm of chartered accountants with offices in Swindon, Wiltshire Somerset with an excellent reputation in the rural, agricultural and landed estate sector. The firm is undergoing positive growth and expansion and excellent prospects for medium and long term career progression are on offer for career focused individuals looking to carve a specialist career in this field. £28,000 - £38,000 plus benefits, dependent on experience and background Your application will be reviewed by Michael Page. Please be aware we receive a high volume of applications for every role advertised regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Where specific UK qualifications are required we will take into account overseas equivalents. Please quote Michael Page reference when applying Job ref:MPRE13298292 Michael Page is a world leading recruitment consultancy. 28000.0000 Speciality: Other Financial Services. Location: Swindon, Wiltshire Wed, 22 May 2013 03:03:35 +0100 http://www.workcircle.co.uk/click?j=149245099&from=feed http://www.workcircle.co.uk/click?j=149245099 Independent Financial Adviser Location: Wiltshire / Hampshire / Dorset Salary: £40,000 The succession planning of this immensely successful Independent Financial Planning practice has resulted in a position for an Independent Financial Adviser Directors capable of writing in excess of £250,000 per annum are looking for an established adviser, at minimum diploma qualified, to join and progress their career to exponential heights The firm is holistic and fully independent and also holds Chartered status With clients the length of the South coast and the South West, this firm is looking for an independent adviser that can generate a minimum of £60,000 per annum in an independent environment from generating their own leads or from existing clients Should this target be attained, and the adviser prove their abilities, then the fee earners within the practice will delegate clients to that individual, handing to them a successful career path The company employs paraplanners, administrators and technical support staff, and you will be able to utilise them, however will be expected to write your own reports until you achieve an agreed level of business For further information please apply on line or get in touch quoting reference VF1/10127 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire Wed, 22 May 2013 03:03:33 +0100 http://www.workcircle.co.uk/click?j=149245439&from=feed http://www.workcircle.co.uk/click?j=149245439 Our client has a requirement for an experienced Compliance Candidate with in depth knowledge of monitoring from within an FCA regulated firm. you will be responsible for: Conducting formal thematic reviews within a Compliance Plan Producing Reports from the formal thematic reviews Assisting with the new business monitoring of SIPP operations Undertake transactional monitoring i.e. transfers from occupational schemes Business Process monitoring i.e. follow trades from purchase to completion Monitoring of Service Level Agreements Additional monitoring such as: - reviewing corrective action - monitor implementation of action - quality consistency control of error recording 20000.0000 Speciality: Compliance. Location: Salisbury, Wiltshire Wed, 22 May 2013 03:03:40 +0100 http://www.workcircle.co.uk/click?j=149245436&from=feed http://www.workcircle.co.uk/click?j=149245436 Our Salisbury based client has a requirement for a highly customer focussed individual with the following skills and experience. Excellent Customer Service skills Strong written and verbal communication skills Attention to detail Good numerical skills Team player and able to work independently using your initiative Good analytical and problem solving skills Excellent time management and the ability to work to deadlines Knowledge of the SIPP market and related products would be an advantage 16000.0000 Speciality: Pensions. Location: Salisbury, Wiltshire Wed, 22 May 2013 03:03:40 +0100 http://www.workcircle.co.uk/click?j=149245403&from=feed http://www.workcircle.co.uk/click?j=149245403 Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of enforcement officers who have been City Guilds accredited. You too will attend our client's leading training centre where you will strengthen your skills and become part of a professional service to retrieve debts and execute warrants. The ideal applicant will be a clear communicator with the ability to remain calm under pressure. With a drive to succeed you will be focused and highly self motivated. You will use effective organisational skills to achieve targets and maximise your earnings. Successful applicants will be required to gain satisfactory clearance from the Criminal Records Bureau and must have a full clean driver's licence. Interested and keen to find out more, please send a copy of your CV to 30000.0000 Speciality: Loans - Other. Location: Swindon, Wiltshire Wed, 22 May 2013 03:03:39 +0100