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Interim Head of HR, c&pound;70,000 - South Yorkshire, UK

Sun, 19 May 2013 02:11:49 +0100

This is an outstanding opportunity for a Senior HR Professional to join an already successful and growing company in South Yorkshire. This is either an interim opportunity or a long fixed term contract.

Chief Operating Officer, Up to &pound;70,000 - Yorkshire, UK

Sat, 18 May 2013 02:41:15 +0100

Our client needs to appoint a COO to support the Chief Executive Officer and the executive team in the execution of an ambitious business plan.

Overlay Sales Specialist CISCO, UC and Collaboration Solutions, up to &pound;60k + OTC + Benefits - Yorkshire & Humberside, United Kingdom

Sat, 18 May 2013 02:41:11 +0100

An exciting opportunity has arisen to join a market leading Managed IT Solutions company

As overlay sales specialist you will utilise your skills to drive revenue growth into a specific sector and geographical vertical.

Legal Counsel & Company Secretary, &pound;120,000 + Executive Benefits - North West/Yorkshire, United Kingdom

Fri, 17 May 2013 02:27:29 +0100

Major National organisation engaged within the Property/Construction/FM sectors are seeking to recruit a candidate of suitable calibre to assume a Group Company Secretary/Legal Counsel position.

Tax Manager, Competitive - New York City, NY, USA

Sat, 18 May 2013 02:41:18 +0100

Our client is a nationally recognized CPA Firm

SMA Middle Office Associate, Competitive - New York City, NY, USA

Sat, 18 May 2013 02:41:18 +0100

Large buy side financial services business

Interim Finance Business Partner, 550 / day - Yorkshire, United Kingdom

Fri, 17 May 2013 10:30:12 +0100

This highly successful professional services company requires an Interim Finance Business Partner responsible for developing the interface between finance and non-financial areas of the business.

Sales Director, &pound;80k - &pound;100k + executive car + bonus + benefits - Yorkshire and the Humber, UK

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

An exciting opportunity now exists for a Sales Director to join this long established manufacturer of construction products and systems supplying a world leading brand to house builders, merchants, Local Authorities, Architects and Specifiers.

Marketing Director, &pound;60k - &pound;70k + car + benefits - Yorkshire, UK

Wed, 15 May 2013 02:37:35 +0100

Forward thinking, innovative, multi site business with a number of market leading brands currently planning significant organic growth across a number of markets in the next three years. Due to an internal promotion they are now looking to secure the services of a suitably experience UK board member to take full responsibility for all marketing and sales support activity.

Hedge Fund Trading Automation Developer, Competitive salary - Manhattan / New York, NY, USA

Fri, 17 May 2013 02:27:30 +0100

Our client is a global high frequency proprietary trading firm. The hedge fund was founded in 1998 and is currently expanding within one of it's largest trading teams.

Financial Services Sales Opportunity

Fri, 17 May 2013 02:57:49 +0100

Financial Services Sales Opportunity YORKSHIRE Circa £35,000 to £48,000 plus car, bonus and bens Are you a first class Sales Manager with experience of the leasing industry? Do you want to utilise your field sales experience working for a top company in the yellow goods market? Our client seeks an experienced Relationship Manager to work on a territory encompassing Yorkshire and Lincolnshire. In this role you will be working with the captive dealerships to help promote the sale of the equipment using financial solutions. Your time will be split between dealer and client visits where you will build lasting relationships. You will be tasked with initiating and outlining initial transaction quotations, obtaining customer credit information, answering technical questions from customers, evaluating competitive offerings and obtaining final customer acceptance of transactions. As well as providing suitable finance for these transactions you will also promote other company products as appropriate. Where a client has financial difficulty you may be involved in the restructuring of the contract as well as dealing with any equipment recoveries. To be considered for the role, your CV should demonstrate a minimum of three years proven and relevant experience within the Leasing and Asset Finance industry and preferably in the hard asset sector. You should possess excellent communication and presentation skills, demonstrable credit analysis experience, be proficient in the use of Microsoft, Word, PowerPoint and Excel, be decisive in character and a team player. An excellent bonus scheme and range of benefits accompanies the salary offered. 35000.0000 Speciality: Sales & Business Development. Location: Yorkshire and Humberside, England

Mortgage Advisor / Mortgage Adviser - Estate Agency

Mon, 20 May 2013 02:44:38 +0100

Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services Calling all TOP PERFORMERS!!!!! Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads as well as self-generating your own in a fast paced Estate Agency environment? Basing in one office, you will be responsible for covering an area of 4 branches, focussing on re-mortgages and also covering operation gaps when where needed. The role is suitable for an ambitious CeMAP qualified or similar Mortgage Adviser who enjoys being part of a team and can respond to being given the autonomy and responsibility to produce mortgage and protection business from a wide variety of opportunities. Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services - The Profile: Excellent communication skills are considered a must for this role as it involves working closely with your Estate Agency colleagues as you build strong relationships that will lead to increased amounts of referrals, additionally you will be responsible for self-generating further business. A proactive Mortgage Adviser with the ability to prioritise and organise their time productively will be well suited to the demands of the role. Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services - The Job: By working closely with many leading lending institutions and other product business partners you will be able to offer clients a complete range of market leading products and services including mortgage and re-mortgage products, life assurance, critical illness, permanent health insurance, accident, sickness redundancy insurance and buildings contents insurance. Daily duties: - Offering specialist mortgage advice in accordance with Financial Services Authority Regulation - Presenting the most suitable mortgage solutions, including exclusive offers unavailable elsewhere. - Proficiently managing and maximising business opportunities from a high volume office - Building and improving relationships with colleagues in order to maximise business potential - Supplying other financial services, including life assurance and general insurance products - Communicating how the house move is progressing, every step of the way Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services - Experience / Qualification: - CeMap qualified (or equivalent) - A successful sales record/history - An understanding of the Mortgage Market - Excellent communication skills particularly on the telephone - Experience of Financial Services sales and understanding of compliance regulations Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services - Remuneration: Our clients offer a competitive basic salary dependant on experience, a superb commission bonus structure and excellent career progression opportunities for the right candidate. On target earnings: Year 1: OTE £35,000 - £40,000 uncapped Year 2: OTE £45,000 uncapped Kings Permanent Recruitment is a specialist Estate Agency recruitment service, dealing with the placement of Estate Agents Letting Agents into permanent positions within the Residential Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants/Mortgage Advisors. Visit Kings Permanent Recruitment website at www.kingspermanentrecruitment.co.uk for online Estate Agency vacancies. 18000.0000 Speciality: Mortgage Advisor. Location: York, North Yorkshire

Mortgage Advisor / Mortgage Broker / Mortgage Adviser

Mon, 20 May 2013 02:44:37 +0100

Mortgage Advisor / Mortgage Broker / Mortgage Adviser Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads in a fast paced, busy and extremely successful Estate Agency office? Does your current role limit your true potential? The role is suitable for an ambitious CeMAP qualified or similar Mortgage Adviser who enjoys being part of a team and can respond to being given the autonomy and responsibility to produce mortgage and protection business from a wide variety of opportunities. Mortgage Advisor / Mortgage Broker / Mortgage Adviser A proactive Mortgage Adviser with the ability to prioritise and organise their time productively will be well suited to the demands of the role. Mortgage Advisor / Mortgage Broker / Mortgage Adviser - CeMAP qualified (or equivalent) - A successful sales record/history - An understanding of the Mortgage Market - Excellent communication skills particularly on the telephone - Experience of Financial Services sales and understanding of compliance regulations Mortgage Advisor / Mortgage Broker / Mortgage Adviser Our clients offer a competitive basic salary dependant on experience, a superb commission bonus structure and excellent career progression opportunities for the right candidate. Mortgage Advisor / Mortgage Broker / Mortgage Adviser On target earnings: Year 1: OTE £35,000 - £40,000 uncapped Year 2: OTE £45,000 - £50,000 uncapped Kings Permanent Recruitment is a specialist Estate Agency recruitment service, dealing with the placement of Estate Agents Letting Agents into permanent positions within the Residential Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants/Mortgage Advisors. Visit Kings Permanent Recruitment website at www.kingspermanentrecruitment.co.uk for online Estate Agency vacancies. 18000.0000 Speciality: Mortgage Advisor. Location: Rotherham, South Yorkshire

Home Based Broker Consultant

Thu, 16 May 2013 03:14:50 +0100

Home Based Broker Consultant (Health Protection) Guaranteed monthly income - OTE £50K - £70K An experienced Broker Consultant is required to join a new and exciting venture in the Central Yorkshire region. Working for one of the most trusted financial providers in the UK the purpose of your role will be To develop key IFA relationships in order to maximise business potential and establish long-term partnerships Meet and exceed sales targets and objectives through building strong long term business relationships with key clients Present sales ideas and training sessions with groups of intermediaries, Identify new business opportunities by influencing key individuals and deliver solutions and support to drive the business Ensure that issues and problems are successfully resolved To act as an ambassador for the organisation and take every opportunity to positively raise the profile within the market place. The ideal candidate applying for this Broker Consultant vacancy will have the following A proven Sales Track record within Financial Service - Essential Experience of the UK Protection Market or Wealth Market - Essential Have a proven ability in Account Management and Business Consultancy Extensive experience of account Management with Intermediary firms - Essential Possess Industry Qualifications R05 - Essential. 0.0000 Speciality: Sales & Business Development. Location: West Yorkshire, Yorkshire and Humberside

Paraplanner

Sun, 19 May 2013 07:37:30 +0100

Baird White has been retained by a long-established, HNW and extremely professional financial services broker to recruit an additional Paraplanner to join the existing team. Within the current structure you will be responsible for supporting one of the Senior Consultants who specialises in providing holistic financial planning advice mainly to wealthy private clients and trusts which is combined with a small element of corporate business. The role will include client liaison, complex and accurate research and the creation of bespoke reports for this established and sophisticated client bank. Applications will be considered from candidates with experience of research and report writing within a HNW broker who have a desire to represent one of the most successful companies in West Yorkshire. In return for your commitment to the role you will be rewarded with a basic salary to £33,000 combined with a corporate benefits package. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry. 27000.0000 Speciality: Paraplanning. Location: Leeds, West Yorkshire

Accounts & Audit Manager

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

This Accounts Audit Manager role is a varied position within this North Yorkshire Independent Practice with a range of clients including sole traders, partnerships, small and medium sized limited companies and will include audit, accounts preparation and tax work (personal and corporation). There is also flexibility for the role to focus purely on accounts preparation and tax if this is preferred. Ideally candidates will be fully qualified (ACA, ACCA or equivalent)although candidates with significant accounting practice experience could also be considered. Candidates will have substantial experience with in Audit and / or accounts preparation and tax with good working knowledge of compliance and regulation. Independent Practice firm based in North Yorkshire £30,000 - £35,000 with pension scheme and flexible working 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:MPRE13296603 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: North Yorkshire, Yorkshire and Humberside

Financial Advisor

Tue, 14 May 2013 03:05:24 +0100

My client is a Yorkshire based Fund Management Company who manage over £100 million of pension funds on for of their clients, and they are looking to appoint 2 Financial Advisors to their growing team. Working with a database of over 3000 existing clients throughout the UK, the successful candidate will be:- - Experienced in developing and maintaining strong long-term client relationships within the pensions and investments sector - Diploma qualified with a strong track record of compliance - Experienced in delivering both face to face and phone based service to clients - Pro-active to achieve further business through referrals - Prepared to travel throughout the North and Midlands to meet the requirements of their clients In return, you will receive a competitive salary and bonus package (negotiable, dependant upon experience) and be part of a growing business who believe passionately in delivering quality Financial Services to their clients. Inspire Staffing Solutions (Yorkshire) Ltd are acting as an employment agency on behalf of our clients in this instance. Inspire Staffing Solutions (Yorkshire) Ltd are an equal opportunities employer. 30000.0000 Speciality: Pensions. Location: Barnsley, South Yorkshire

Paraplanner

Sun, 19 May 2013 07:37:30 +0100

Baird White has been retained by a sophisticated, genuinely HNW and non-traditional financial services brokerage to recruit an additional Paraplanner to join the exiting team. You will be responsible for providing support to Consultants advising extremely wealthy clients and therefore will be focusing on research and portfolio construction. This is not a traditional platform-based business and every separate portfolio is bespoke - there is no need to ensure clients needs 'fit’ a model portfolio. As a result the research is significantly more complex, and therefore interesting, than WRAP-based structures. This company is genuinely independent in the true sense of the definition. Applications will be considered from (minimum) level 4 qualified Paraplanners that can demonstrate success within an environment that is not limited by processes and structure. You will be comfortable across investment and retirement planning work and be able to communicate effectively with team. In return for your commitment to the firm you will benefit from a basic salary to c£35,000. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry. 28000.0000 Speciality: Paraplanning. Location: West Yorkshire, Yorkshire and Humberside

Financial Consultant (Yorkshire)

Wed, 15 May 2013 03:14:52 +0100

Financial Consultant (Yorkshire) Reference - LG06961 We are currently seeking a Financial Consultant who's role will be to build effective relationships with our Lender Partner in order to provide excellent customer outcomes in terms of Wealth Management and Full Financial Planning Advice which will enable achievement of stretching business targets. Key Responsibilities 1. To ensure that in all dealings with customers and our Partners, that the requirements of the Legal General Customer Experience and Treating Customers Fairly policies are met, including the Adviser Guiding Principles 2. Through a comprehensive knowledge of the market, LG Products and Services, the needs of our customers and the agreed sales process, achieve all agreed targets and objectives to maximise growth. 3. To operate in accordance with the compliance requirements of Legal General, including the DPA and to ensure the advice given and any associated documentation, meets the requirements detailed in the Advice Standards. 4. To operate within the agreed Legal General Performance Management Scheme, to meet the required KPI standards and to ensure capabilities are maintained and developed as required. 5. To agree and maintain Local Partnership Agreements with Partner businesses and hold regular Activity Review Meetings in line with Division standards enabling development of effective business relationships. 6. To ensure the ongoing management of customer relationships and retention of business. Skills, Knowledge and Experience required You should be Level 4 Diploma qualified To understand the current issues facing the industry including regulatory direction and government thinking. To have passed the required Industry Appropriate Exams To maintain a working knowledge of company standard applications and specific software (Microsoft Office, Internet Explorer, Outlook, EPOS, Launchpad, Quotes, CSmart) To operate perform within our standards and those of our partners where required To be able to negotiate effectively in order to secure customer opportunities and coach partner Staff to enhance their lead generation skills. To have passed all training/licences that are required, including an in-depth understanding of all the sales processes To understand the Compliance rules, company standards, Advice Standards and Performance Management requirements and be able to apply them to everyday situations. To be able to digest and interrogate all forms of data and assimilate in order to determine order of importance. Additional Information Please note this role will be located in England, predominantly the York/Leeds/Sheffield area. Additional Website Text We offer a comprehensive benefits package which includes a Staff Pension scheme, competitive bonus, 22 days holiday, life assurance, share schemes and more 24000.0000 Speciality: Independent Financial Advisor. Location: Leeds, West Yorkshire

Area Mortgage Consultant / Area Mortgage Advisor

Mon, 20 May 2013 02:44:38 +0100

Area Mortgage Consultant / Area Mortgage Advisor URGENTLY REQUIRED!!! TOP PERFORMING MORTGAGE ADVISOR / BROKER / CONSULTANT TO HIT THE GROUND RUNNING IN A VERY BUSY OFFICE ENVIRONMENT!!! Can you rise to the challenge of proficiently converting mortgage leads as well as self-generating your own in a fast paced Estate Agency environment? Basing in one office, you will be responsible for covering an area of 4 branches, focussing on re-mortgages and also covering operation gaps when where needed. The role is suitable for an ambitious CeMAP qualified or similar Mortgage Adviser who enjoys being part of a team and can respond to being given the autonomy and responsibility to produce mortgage and protection business from a wide variety of opportunities. Area Mortgage Consultant / Area Mortgage Advisor - The Profile: Excellent communication skills are considered a must for this role as it involves working closely with your Estate Agency colleagues as you build strong relationships that will lead to increased amounts of referrals, additionally you will be responsible for self-generating further business. A proactive Mortgage Adviser with the ability to prioritise and organise their time productively will be well suited to the demands of the role. Area Mortgage Consultant / Area Mortgage Advisor - The Job: By working closely with many leading lending institutions and other product business partners you will be able to offer clients a complete range of market leading products and services including mortgage and re-mortgage products, life assurance, critical illness, permanent health insurance, accident, sickness redundancy insurance and buildings contents insurance. Daily duties: Offering specialist mortgage advice in accordance with Financial Services Authority Regulation Presenting the most suitable mortgage solutions, including exclusive offers unavailable elsewhere Proficiently managing and maximising business opportunities from a high volume office Building and improving relationships with colleagues in order to maximise business potential Supplying other financial services, including life assurance and general insurance products Communicating how the house move is progressing, every step of the way Area Mortgage Consultant / Area Mortgage Advisor - Experience / Qualification: CeMAP qualified (or equivalent) A successful sales record/history An understanding of the Mortgage Market Excellent communication skills particularly on the telephone Experience of Financial Services sales and understanding of compliance regulations Area Mortgage Consultant / Area Mortgage Advisor - Remuneration: Our clients offer a competitive basic salary dependant on experience, a superb commission bonus structure and excellent career progression opportunities for the right candidate. On target earnings: Year 1: OTE £35,000 - £40,000 uncapped Year 2: OTE £45,000 uncapped Kings Permanent Recruitment is a specialist Estate Agency recruitment service, dealing with the placement of Estate Agents Letting Agents into permanent positions within the Residential Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants/Mortgage Advisors. Visit Kings Permanent Recruitment website at www.kingspermanentrecruitment.co.uk for online Estate Agency vacancies. 18000.0000 Speciality: Mortgage Advisor. Location: Beverley, North Humberside

Mortgage Adviser - South Yorkshire

Fri, 17 May 2013 03:02:54 +0100

Mortgage Adviser South Yorkshire £20K £24K Basic Package Excellent Uncapped OTE Looking for an exceptional and successful mortgage adviser to work in a leading office of a well known and prevalent UK mortgage services provider. This opportunity will offer the successful candidate the chance to work in a busy environment working from a good quality and plentiful lead source Key Points: Excellent Leads Great OTE Minimum Requirements: Full CeMap or equivalent Proven track record in mortgage sales Responsible and dedicated attitude Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6 18000.0000 Speciality: Mortgage Advisor. Location: Sheffield, South Yorkshire

Mortgage Adviser - South Yorkshire

Fri, 17 May 2013 02:57:27 +0100

Corporate Pensions Consultant

Thu, 16 May 2013 02:18:52 +0100

Corporate Pensions Consultant £30,000 - £50,000 (negotiable) car allowance, benefits and uncapped commission West Yorkshire I am working with a major IFA in West Yorkshire and this successful and expanding organisation is looking to add a high quality Corporate Pension Consultant to their already successful team. Working predominantly within the Yorkshire region the successful candidate will be required to provide Group Pension advice whilst managing a number of existing key clients' accounts, whilst recognising and developing new business revenue and clients. An excellent knowledge of Corporate and Group Pensions (and some employee benefits) is required in addition to a tenacious and hard working attitude. You will also have experience of working within the Auto-Enrolment arena. You must also be Diploma Level 4 qualified. In return you will be offered a market leading (negotiable) salary with genuine uncapped earning potential and the opportunity to be part of a growing and profitable part of this quality Wealth Management firm. For further information please apply or contact David Elders on or email 30000.0000 Speciality: Pensions. Location: Halifax, West Yorkshire

Financial Consultant (Yorkshire)

Wed, 15 May 2013 03:14:52 +0100

Financial Consultant (Yorkshire)

Wed, 15 May 2013 03:14:52 +0100

Financial Services Manager

Wed, 15 May 2013 02:55:01 +0100

Financial Services Manager Location: Yorkshire Drive, Bradford Salary: Dependent on experience Hours of work: 35 Hours (Monday - Friday, 9am - 5pm) Closing Date: 21st of May 2013 Purpose of Role At Yorkshire Building Society Group we pride ourselves on being a mutual organisation that places our customers at the heart of everything we do. As a result of this we continue to grow and strengthen our position as one of the most trusted financial services providers in the UK with over 3.5 million members. Due to our growth, we have a unique and exciting opportunity for a Financial Services Manager to join our Group. Responsible for the management of the Legal General financial advice/regulated investments relationship you will be responsible for building a joint strategy and proposition to provide financial advice to our customer base. As Financial Services Manager you will implement a Group-wide retail investment strategy across multiple brands and distribution channels, building credible and effective working relationships with both internal and external key stakeholders to deliver the desired customer outcomes and strategic goals. Your duties will include but are not limited to: Managing cross-functional working groups to deliver a number of key initiatives that contribute towards the implementation of the Group’s retail investment strategy Building and developing external relationships within the financial services market, seeking out opportunities for the YBS group to expand its product range and income lines Actively manage the Group’s investment product and distribution governance policy, continually challenging the validity and customer centricity of the products/propositions delivered through all brands and distribution channels Managing product and marketing budgets, maximising return on investment from initiatives, customer incentives and campaigns This is a unique opportunity for a confident and career driven individual who has previous exposure in product development and relationship management within a financial services environment. If you have: First class knowledge of the financial services and retail investment markets In-depth knowledge of UK and EU investment regulation Strong communication and stakeholder management skills Ability to manage and influence multiple internal and external relationships A proven track record of ownership and delivery of financial services targets within a fast paced commercial environment Strong analytical skills The ability to challenge and redesign change processes, and provide insightful input to the execution of business strategy We offer: 27 days holiday plus bank holidays Bonus scheme Car Allowance Pension Scheme Private Medical Insurance Health Cash Plan Subsidised restaurant On site gym Subsidised staff investment and mortgage products Yorkshire Building Society is an equal opportunities employer. 0.0000 Speciality: General Management. Location: Bradford, West Yorkshire

Construction/Asset Finance Sales - West and South Yorkshire

Wed, 15 May 2013 02:47:33 +0100

Construction/Asset Finance Sales Area Sales Manager position now available in the Leeds area! salary is 40k basic with a OTE of 50k also client is offering Car commission and other benefits. Construction Equipment Finance We have an excellent opportunity for with a market leader in Asset finance to develop construction and agricultural equipment finance business in the North of England ideally the successful candidate will live in the Yorkshire area to join them as an area manager to develop both direct and dealer business Previous experience in asset finance is essential, knowledge of construction/agricultural equipment an advantage . To discuss the role and excellent financial package and career opportunities in more detail please call Julie Ramsay on 40000.0000 Speciality: Loans - Other. Location: Sheffield, South Yorkshire

Independent Financial Adviser

Tue, 14 May 2013 03:05:28 +0100

Independent Financial Adviser - Yorkshire An excellent opportunity for an IFA to join a fast growing IFA firm who are based in South Yorkshire. My client is looking to recruit a driven and highly ambitious Financial Adviser to deal with new and existing clients. My client will provide all leads and will give you full back office and paraplanning support, as well as an excellent platform to develop your career and increase your earnings. This is a commission only position, but if you are confident in your own ability, the sky is the limit, the lead generation is genuine and the support is excellent, the systems that are in place are designed so the Financial Adviser spends the majority of their time in front of clients. To apply for this role you must hold the Diploma in Financial Planning and have a strong track record in financial services. My client will consider individuals from a tied/multi tied background that are looking to progress to an IFA position. Interviews are taking place now, so apply for an immediate interview. 22000.0000 Speciality: Independent Financial Advisor. Location: Sheffield, South Yorkshire

Asset Finance Sales - West and South Yorkshire

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

Area Sales Manager position now available in the Leeds area! salary is 40k basic with a OTE of 50k also client is offering Car commission and other benefits. Construction Equipment Finance We have an excellent opportunity for with a market leader in Asset finance to develop construction and agricultural equipment finance business in the North of England ideally the successful candidate will live in the Yorkshire area to join them as an area manager to develop both direct and dealer business Previous experience in asset finance is essential, knowledge of construction/agricultural equipment an advantage . To discuss the role and excellent financial package and career opportunities in more detail please call Julie Ramsay on 40000.0000 Speciality: Loans - Other. Location: Sheffield, South Yorkshire

Senior financial consultant

Mon, 20 May 2013 02:37:08 +0100

An excellent opportunity to work for one of the UK's most successful professional Financial Services companies as a senior Financial Consultant in the Yorkshire area. In this role you will be field based and will build solid relationships, providing first class financial advice to a warm client bank of genuine high net worth clients. In order to help you build upon success you will be given sales and business development support. The ideal candidate must be fully diploma qualified and experienced in a regulated sales environment. You will be given a generous basic salary, car, benefits and bonus opportunity. 38000.0000 Speciality: Independent Financial Advisor. Location: York, North Yorkshire

Employed Mortgage Adviser - KNARESBOROUGH estate agency based

Sat, 18 May 2013 03:27:02 +0100

We are now seeking a high quality Mortgage Adviser to work with one of the market leading independent Estate Agency practices in NORTH YORKSHIRE, incorporating KNARESBOROUGH WETHERBYareas, due to continued expansion growth. There is a strong emphasis on quality customer service, with fantastic marketing a recognised national brand supporting the business! 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, consistently around 25 - 30 per month, time after time! First year earnings for a quality adviser is realistically in the region of £35,000 pa on a COMPETITIVE NEGOTIABLE EMPLOYED PACKAGE for the right candidate with varying levels of salary thresholds! You will be working in a team that is fully established and geared up to support a quality adviser, with full marketing, lead generation training support available. You must be fully CeMAP qualified (or equivalent) with 12 months experience, moreover we want individuals who can demonstrate the required passion and hunger to succeed and can build long standing relationships with not only the team but the customers they serve! 18000.0000 Speciality: Mortgage Advisor. Location: Knaresborough, North Yorkshire

Financial Adviser - IFA - Doncaster

Sat, 18 May 2013 02:59:28 +0100

Financial Adviser - IFA Based in Doncaster We are looking for a fully FPC, CeFA, CF Diploma Qualified Financial Adviser with CAS or held CAS within the last 6 months Earning Potential 1st year Realistic £65K plus Are You: An exisiting IFA Struggling writing business due to lack of Lead Generation. Have you been made redundant from Bancassurance and you are looking for a great opportunity to work within the IFA Wealth Management Area but you need the support of the right company to get you started. Our Client: A boutique Practice providing help, support and development of their advisers to their maximum potential. Giving Advisers help and support with Pensions work, as they have a specialist Adviser in 'Pension Transfer' work. The Practise also has a full Time 'Business Development Manager' creating professional connections with Accountants, Will Writers, Solicitors to provide an influx of leads. The Opportunity: Fantastic Opportunity to work for a directly authorised IFA Wealth Management Practise. The company has strong relationships with professional introducers throughout the South Yorkshire Area. Help with lead generation and the opportunity to work with professional introducers such as Accountancy practises, Will Writers and Solicitors. Financial Services referrals for new business via the introducer connections. Excellent earning potential year on year due to the help you will receive to develop business. Must be an excellent relationship builder. What’s Included: - All PI FSA fees paid - No cost to the Advisers. - Full Administration in the office. - Use of the Business Development Manager for support and business management. - Para planners provided at No cost. - Offices supplied with telephone, business cards etc. - All I.T. is server based. If you are interested in this opportunity or want to find out more please send your CV in the strictest confidence today to debbie@opendoorassociates .co.uk or call 01 13 25 75 75 6 40000.0000 Speciality: Independent Financial Advisor. Location: Doncaster, South Yorkshire

Financial Adviser - IFA - Sheffield

Sat, 18 May 2013 02:59:28 +0100

Financial Adviser - IFA Based in Sheffield We are looking for a fully FPC, CeFA, CF Diploma Qualified Financial Adviser with CAS or held CAS within the last 6 months Earning Potential 1st year Realistic £65K plus Are You: An exisiting IFA Struggling writing business due to lack of Lead Generation. Have you been made redundant from Bancassurance and you are looking for a great opportunity to work within the IFA Wealth Management Area but you need the support of the right company to get you started. Our Client: A boutique Practice providing help, support and development of their advisers to their maximum potential. Giving Advisers help and support with Pensions work, as they have a specialist Adviser in 'Pension Transfer' work. The Practise also has a full Time 'Business Development Manager' creating professional connections with Accountants, Will Writers, Solicitors to provide an influx of leads. The Opportunity: Fantastic Opportunity to work for a directly authorised IFA Wealth Management Practise. The company has strong relationships with professional introducers throughout the South Yorkshire Area. Help with lead generation and the opportunity to work with professional introducers such as Accountancy practises, Will Writers and Solicitors. Financial Services referrals for new business via the introducer connections. Excellent earning potential year on year due to the help you will receive to develop business. Must be an excellent relationship builder. What’s Included: - All PI FSA fees paid - No cost to the Advisers. - Full Administration in the office. - Use of the Business Development Manager for support and business management. - Para planners provided at No cost. - Offices supplied with telephone, business cards etc. - All I.T. is server based. If you are interested in this opportunity or want to find out more please send your CV in the strictest confidence today to debbie@opendoorassociates .co.uk or call 01 13 25 75 75 6 40000.0000 Speciality: Independent Financial Advisor. Location: Sheffield, South Yorkshire

Senior Administrator

Sat, 18 May 2013 02:52:13 +0100

A small and highly reputable boutique Wealth Management firm in the heart of North Yorkshire is looking for a highly motivated individual to work in a busy, thriving financial services business. The role: Arranging and confirming appointments with both new, and existing clients for annual reviews Liaising with clients and companies to obtain full and up to date information regarding their financial plans and circumstances For new clients, obtaining full information to develop a cohesive summary of current plans Dealing with client enquiries Updating and maintaining client information using 1st software Assisting administration staff in dealing with post, processing of new business, updating client records, providing valuations etc Assisting the senior paraplanner in researching appropriate solutions, writing suitability reports and financial plans, and collating all required documentation Assisting in development of systems and processes to improve efficiencies and client experience The package: Salary: £16,000 to £21,000 pro rata, dependent on experience Holidays: 21 days, plus statutory bank holidays, pro rata Start date: ASAP The person: Certificate in Financial Planning / Financial Planning Certificate minimum (opportunities for further study) Must have previous financial services experience Experience in dealing with private individuals, rather than group business preferable A can-do attitude Strong customer service skills, and excellent communication skills, both written and verbally 16000.0000 Speciality: Sales Support. Location: York, North Yorkshire

Self-employed IFAs - Chartered practice

Fri, 17 May 2013 13:30:50 +0100

Our client is recognised as one of South Yorkshire’s premier IFA practices and enjoys a reputation for an exceptional level of client service. As part of an ongoing organic growth plan, an opportunity has arisen for an ambitious adviser to join the team. As a forward thinking Chartered practice, they are keen to embrace the changes facing the industry and are well equipped to work within a post RDR market. Understanding that their primary asset is the advisory team, they have developed a comprehensive support facility that includes one to one administrative support and paraplanning. The role is likely to suit experienced consultants who have their own client following and are keen to work for an RDR ready firm. Additional leads will be supplied via ongoing marketing initiatives and professional connections. Successful applicants will hold the Diploma as a minimum along with current FSA authorisation. Offering consultants above 60% in an attractive commission split that provides a significant proportion of revenue generated as income while also giving a high level of support. 30000.0000 Speciality: Independent Financial Advisor. Location: Sheffield, South Yorkshire

Independent Financial Adviser

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

Financial Services Administrator

Fri, 17 May 2013 03:02:50 +0100

Financial Services Administrator My client is seeking a Financial Services Administrator for their outsourced paraplanning company. Your job will involve supporting two paraplanners and numerous IFA’s. The role is part -time working 15 - 20 hours per week and is based in Harrogate, North Yorkshire. The main duties of your role will include basic administration duties, telephone communications with clients and product providers along with client valuations and data input. To apply for this role you must have previous experience of working as a Financial Services Administrator. Click and apply to show interest and discuss the role further. 8.0000 Speciality: Sales Support. Location: Harrogate, North Yorkshire

Business Development Manager - Commercial/Corporate Banking

Fri, 17 May 2013 03:02:50 +0100

Our client has an opportunity for a Business Development Manager to cover South Yorkshire. The role will focus on general trading businesses turning over broadly £5-£50m and the successful candidate will be comfortable winning new business in this space. The role requires strong lending and credit skills as well as a good track record in working with general trading businesses from a BD perspective. In return our client offers a stable culture great working environment, given their plans for growth can also offer good scope for progression. Essential Skills: Proven track record with clients in this turnover space Proven ability to win new business of achieving against sales targets Strong network of professionals/connections Understanding of Customer requirements ability to work with them and understand their needs Proactive approach Strong technical skills around lending, credit and risk awareness 45000.0000 Speciality: Business Development Manager. Location: Sheffield, South Yorkshire

Compliance Monitoring Manager

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

This Yorkshire based company who are a provider of Mortgage, Insurance, Savings Investments products are recruiting for a Compliance Monitoring Manager on a full time permanent basis. The Role As a key member of the Compliance team you will assist in the successful delivery of the compliance monitoring programme whilst also providing the managerial oversight of Compliance Consultants on an ad hoc basis. Key duties include: ? Contributing to the development and maintenance of working relationships with key contacts in Society and Audit. ? The identification of best practice standards for compliance with regulatory requirements. ? Provide expertise and advice to your team and through recommendations in reviews that align with and support the business objectives. ? Keeping up to date with various changes in the FCA handbook, notably MCOB, COBS, ICOBS and BCOBS. The Person To be considered for this role, essentially you will have attained full Diploma status within Financial Planning and have previously worked in the Compliance Department of another financial services company. The Benefits This is an exciting opportunity to join an expanding but established compliance team, where you will be offered long term career progression and a competitive financial package. CDA1305-240 - Compliance Monitoring Manager 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. 0.0000 Speciality: Compliance. Location: Skipton, North Yorkshire

Compliance & Risk Analyst - Midlands/Yorkshire - Up to &pound;40K

Thu, 16 May 2013 03:03:32 +0100

Compliance Risk Analyst - Midlands/Yorkshire - Up to £40K Our client, a leader in providing regulatory services in the financial services sector, is seeking an experienced Compliance Risk Analyst to join their team. As the Compliance Risk Analyst you will provide compliance, risk and governance services to customers in accordance with appropriate regulations and standards of service. Your responsibilities will include: - Contributing to compliance monitoring for clients - Keeping abreast of changes in regulation, legislation, code of practice - Non technical administrative duties, including publication of summaries and producing the weekly regulatory update - Updating the Compliance, Risk Governance template documentation as required in line with service level agreements To be successful in this position you will ideally meet the following: - Relevant experience in a compliance, risk and/or governance related. - Knowledge of FSA regulation. - Knowledge of the procedures and practices within the banking industry. - Ability to effectively communicate, both verbal and written - Excellent time management skills Due to the high volume of applications received, if you do not hear from us within 7 working days, I am afraid your application has been unsuccessful. Risk Counter Fraud Skills is member of the Red Snapper Group. The Red Snapper Group acts as an employment agency (permanent) and as an employment business (temporary) - a free and confidential service to candidates. The Red Snapper Recruitment Group is an equal opportunities employer Compliance, risk, audit, governance, FSA, banking industry, Risk analyst, compliance analyst, governance analyst, compliance manager, risk manager, governance manager 30000.0000 Speciality: Compliance. Location: Yorkshire and Humberside, England

Senior Administrator

Thu, 16 May 2013 02:57:03 +0100

A small and highly reputable boutique Wealth Management firm in the heart of North Yorkshire is looking for a highly motivated individual for a newly created position within the company. The role: Arranging and confirming appointments with both new, and existing clients for annual reviews Liaising with clients and companies to obtain full and up to date information regarding their financial plans and circumstances For new clients, obtaining full information to develop a cohesive summary of current plans Dealing with client enquiries Updating and maintaining client information using 1st software Assisting administration staff in dealing with post, processing of new business, updating client records, providing valuations etc Assisting senior paraplanners in researching appropriate solutions, writing suitability reports and financial plans, and collating all required documentation Assisting in development of systems and processes to improve efficiencies and client experience The package: Salary: £23,000 to £25,000 pro rata, dependent on experience Holidays: 23 days, plus statutory bank holidays, pro rata Start date: ASAP The person: Certificate in Financial Planning / Financial Planning Certificate minimum (opportunities for further study) Must have previous financial services experience, and some experience of paraplanning Experience in dealing with private individuals, rather than group business preferable Experience of using Prestwood, Cofunds and Novia preferable A team-player willing to take on any task, as required A can-do attitude Strong customer service skills, and excellent communication skills, both written and verbally 23000.0000 Speciality: Paraplanning. Location: Harrogate, North Yorkshire

Branch Manager

Thu, 16 May 2013 02:55:33 +0100

Branch Manager Location: Yeadon Salary: £23,139 - £26,996 per annum, plus branch bonus scheme Hours of work: 35 hours per week worked over Monday to Friday and Saturdays 9:00am - 12.00pm (Rota basis) Closing Date: 28th May 2013 This is a fantastic opportunity to be a vital part of the branch expansion initiative. Yeadon will be our seventh new branch and is expected to open in September 2013. Opening a new branch and bringing together a new team is an extremely exciting time for everyone involved. The newly appointed Branch Manager will be responsible for securing the growth objectives and the reputation of their new local community branch. We are looking for inspirational leader who will drive, motivate and support each member of their new team to achieve their goals. The new Branch Manager will need to be an excellent communicator and have the ability to create effective working relationships in the local community and to generate increased awareness of what the Yorkshire Building Society has to offer as a real mutual alternative. Julie Corbally Area Manager (New Branches) Purpose of Role As a Branch Manager you will lead, develop and manage a team in the delivery of branch income objectives in line with Society Sales Policy and Retail Standards. You will ensure your staff achieve and maintain competency whilst demonstrating adherence to sales policies and internal development schemes. You will be responsible for coaching and mentoring your staff through effective leadership and performance management tools. You will promote an environment of service and quality, whilst developing a culture of success and effective customer service management to ensure that all you customers receive the best possible service experience they could wish for. If you: Have previous managerial/supervisory experience Cemap - Preferred but not essential Have a proven track record in a sales environment and make the most of sales opportunities Have fantastic communication skills both written and verbal Have excellent attention to detail We offer: 27 days holiday plus bank holidays Money Purchase Pension Scheme Health Cash Plan Discounted products, mortgage investment Branch Bonus Scheme Development Training Programme Yorkshire Building Society is an equal opportunities employer. 23139.0000 Speciality: General Management. Location: Yeadon, West Yorkshire

Possessions Account Manager

Thu, 16 May 2013 02:55:33 +0100

Possessions Account Manager - Temporary 12 month contract Location: Yorkshire Drive, Bradford Salary: £17220 - £19134 per annum Hours of work: 35 hours per week, Monday - Friday 9.00 - 5.00 Closing Date: 21st May 2013 Purpose of Role The Mortgage Collections Recoveries department is responsible for the Society’s members who potentially could or do end up in arrears. You will be responsible for the disposal of properties in possession, ensuring that best price is achieved, liaising with third party suppliers to agree and monitor sales strategies, adherence to mandates and timescales of agreed sales whilst ensuring that potential Group Losses are minimised. Knowledge of property sales from either working in Estate Agency, Conveyancing or within a Mortgage Collections and Recoveries environment is essential. You should have good attention to detail and the ability to work accurately with a confident and positive attitude. In this varied role you will be a team player with first class written and verbal communication skills and an excellent telephone manner. It is paramount that you treat your customers fairly and with a high degree of customer service so that all of our customers receive the best possible service Experience they could wish for in what could potentially be a difficult time. This is a great opportunity for someone to use their knowledge of property sales and gain experience in a new environment. We offer: 24 days holiday plus bank holidays Health Cash Plan Pension Scheme Staff Restaurant Bonus scheme On site gym Subsidised staff investment and mortgage products Yorkshire Building Society is an equal opportunities employer. 17220.0000 Speciality: Mortgages - Other. Location: Bradford, West Yorkshire

Branch Manager

Wed, 15 May 2013 02:54:59 +0100

Branch Manager Location: Beverley Salary: £26,625 - £31,062 per annum, plus branch bonus scheme Hours of work: 35 hours per week worked over Monday to Friday and Saturdays 9:00am - 12.00pm (Rota basis) Closing Date: 28th May 2013 Purpose of Role As a Branch Manager you will lead, develop and manage a team in the delivery of branch income objectives in line with Society Sales Policy and Retail Standards. You will ensure your staff achieve and maintain competency whilst demonstrating adherence to sales policies and internal development schemes. You will be responsible for coaching and mentoring your staff through effective leadership and performance management tools. You will promote an environment of service and quality, whilst developing a culture of success and effective customer service management to ensure that all you customers receive the best possible service experience they could wish for. If you: Have previous managerial/supervisory experience Cemap or equivalent qualifications Have a proven track record in a sales environment and make the most of sales opportunities Have fantastic communication skills both written and verbal Have excellent attention to detail We offer: 27 days holiday plus bank holidays Money Purchase Pension Scheme Health Cash Plan Discounted products, mortgage investment Branch Bonus Scheme Development Training Programme Yorkshire Building Society is an equal opportunities employer. 26625.0000 Speciality: General Management. Location: Beverley, North Humberside

MORTGAGE CONSULTANT - Leading UK Estate Agents

Wed, 15 May 2013 02:16:19 +0100

ARE YOU LOOKING TO PROGRESS YOUR CAREER IN THE MORTGAGE BUSINESS? ARE YOU LOOKING TO START A NEW AND REWARDING CAREER AS A MORTGAGE CONSULTANT WITHIN ESTATE AGENCY? DO YOU WANT TO WORK FOR A NATIONAL LEADING ESTATE AGENCY GROUP? If you answered YES to any of the above then we want to hear from you. William H Brown are part of one of the UK’s leading Estate Agents within Sequence who are in turn part of The Connells Group with over 480 High Street Branches throughout the UK. We are looking to recruit a Mortgage Consultant to work in one of our successful West Yorkshire branch. The Mortgage Consultant role would suit someone with drive, determination, enthusiasm and a will to win. Someone that can not only sell but can also offer an unwavering high level of customer service. Whether you are CEMAP qualified or not this is a unique opportunity to either further your career or to start an exciting new one with plenty of opportunity. As a Mortgage Consultant you will need to have previous sales experience, have determination, enthusiasm, drive and self-motivation. Within the role of Mortgage Advisor , customer service is provided at the highest level and you will need to demonstrate a confident yet approachable manner with good communication. In return we can offer a competitive salary package, outstanding training and the chance to work for a leading award winning company who can offer you a rewarding and progressive career potentially from new recruit Mortgage Consultant to a seat in the Boardroom. We are a consistent award winning organization for customer services, have been recognised by the industry as an employer and we value our employees as our most important asset. We very much look forward to hearing from YOU and all enquiries are always treated in the strictest of confidence. Why not check out our group and company websites at www.connellsgroup.co.uk or www.sequencehome.co.uk 22000.0000 Speciality: Mortgage Advisor. Location: West Yorkshire, Yorkshire and Humberside

Independent Financial Adviser

Wed, 15 May 2013 02:16:19 +0100

Financial Services - Annuity Specialist

Tue, 14 May 2013 03:05:58 +0100

Annuity Specialist £OTE 30k per annum Doncaster, South Yorkshire Job type: Permanent, part-time The Company: My Pension Expert is the UK’s fastest growing Annuity comparison website. We process £millions in annuity transactions each month and are committed to providing a 5 star service to our customers. The role: An exciting opportunity has arisen to join a rapidly developing and expanding company specialising in pension annuities. The ideal candidate will have had relevant Financial Services experience and be either FPC/CeMAP qualified or working towards the Diploma Qualification. Consideration will be given to a candidate with telephone or customer facing sales experience who is interested in a career change and has the commitment and determination to succeed in a competitive market. You will be doing the following: Contacting clients following initial website enquiries. Product research. Carrying out related administration. Explaining options available and referring clients requiring advice to qualified IFA’s. Obtaining leads for other financial services products. Key skills required: Articulate/good communication skills Trustworthy Honest Basic computer literacy The ability to work flexibly (i.e. evenings and occasional Saturday mornings) Please apply for an immediate interview. 30000.0000 Speciality: Sales & Business Development. Location: Doncaster, South Yorkshire

Marketing Product Manager - Savings

Tue, 14 May 2013 03:05:38 +0100

Collaborate Recruitment are delighted to be working in partnership with one of Yorkshire's most prestigious financial services organisations who are undertaking an exciting period of expansion within the Product Marketing division. The Company One of Yorkshire's leading financial services organisations with a rich history in the Region. Our client has received the highest awards in customer services over the past few years and has seen exciting growth despite a tough economy. They are now going through a period of exciting expansion and are looking for several new heads in their Marketing department. The Role Reporting to the Senior Product Manager, you will be jointly responsible for all aspects of product development and the evaluation of the Retail Savings proposition, including research, product launches, product monitoring and development. The Candidate Candidate's should have experience gained from within a similar function. You will have a sound knowledge of Savings Products (or similar financial products) You will have sound analytical skills You will understand financial and conduct risk You will have a firm understanding of the TCF principle and how to apply it to product proposition You should be a strong relationship manager with the ability to build and develop an internal stakeholder matrix The Salary Competitive 25000.0000 Speciality: Other Financial Services. Location: Leeds, West Yorkshire

Independent Financial Advisor

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

Independent Financial Advisor £40,000 - £60,000 basic plus commission Sheffield My client, a large and successful IFA practice with offices across the UK, are looking for Independent Financial Advisors They have developed a top quality Wealth Management division where they provide holistic, whole of the market financial advice across of broad spectrum of clients. Due to ongoing expansion they are looking for an experienced IFA/Wealth Planner to join the South Yorkshire team around the Sheffield area. Candidates must be a minimum of diploma level qualified and ideally on your way to chartered status with an excellent knowledge of financial products, particularly across Investments, Pensions and Protection products. The ideal candidate will have some form of transferrable client bank or strong professional connections or lead generators. The accountancy practice will provide business referrals but applicants must be able to generate their own business too. In return the successful individual will work for an organisation that is well respected and has a top class back office support function (including paraplanners, admin staff and compliance specialists). An attractive basic salary (negotiable) and a competitive commission structure is on offer for the right calibre of candidate. For more information or to apply for this exceptional opportunity please forward your CV or call David Elders on or email 40000.0000 Speciality: Independent Financial Advisor. Location: Sheffield, South Yorkshire

Mortgage Advisor / Mortgage Broker / Mortgage Adviser

Mon, 20 May 2013 02:44:37 +0100

Accounts & Audit Assistant

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

This well known Sheffield based Accountancy Practice is recruiting for a new addition to their team to provide accounts and audit support to the diverse portfolio of clients. This role is providing training and progression to develop you through your studies and will expose you the ever-more interesting work. To apply for this role, you should have worked within an accountancy practice before and be AAT part or fully qualified. You will be given the opportunity to continue your studies with ACA/ACCA and as such should be able to demonstrate drive and resilience. the duties of the role will include: - Accounts prep - Personal and corporate tax - Audit The role will grow and develop over time in line with your studies. Well known Sheffield based Accountancy Practice with a diverse client base. £12 - 16k benefits and study support 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:MPRE13287893 Michael Page is a world leading recruitment consultancy. 12000.0000 Speciality: Other Financial Services. Location: Sheffield, South Yorkshire

Equity Release Adviser - All leads provided

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

£26k basic car allowance Package - £53k on target earnings Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity release advice to clients and agree their needs and aspirations. You will then search the market on the clients behalf to find appropriate equity release products to meet those needs and present their personal recommendations. All enquiries are generated by the Marketing department, through TV, national press and online advertising, PR and direct marketing campaigns. The team at head office contact these leads to arrange appointments on your behalf. You will then visit your clients, turning equity release enquiries into sales. As the company’s primary contact with the public you will promote the company’s image, and deliver the highest levels of customer service. Working from home, you must also adhere to all regulatory standards, meet company training and compliance requirements and maintain a comprehensive knowledge of the market. Working with a customer base aged 55 and over, you will need excellent communication skills and ideally hold a certificate in regulated equity release or equivalent. You should also have good computer and organisational skills. Please apply quoting ref RH 2398 26000.0000 Speciality: Independent Financial Advisor. Location: Doncaster, South Yorkshire

Financial Planning Accountant

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

The role has been specifically created for succession planning. Split between financial planning and commercial analysis you will retain both your strong financial grounding and commercial skills so that you will be able to progress down either route with ease in the future. You will analyse different business streams, looking at profitability analysis and efficiency programmes on each. We are looking for candidates who have a strong track record in commercial analysis along with a decent grounding in accounts. Ideally you will have worked in a large blue chip business before in an analytical role looking at kpis, trends, budgets and forecasts and dealing extensively with non financial people. You will be adept at communicating with key budget holders and operational heads. Ideally we are looking for finalists or qualified accountants (ACA/ACCA/CIMA). My client is a £3bn t/o business who operate in the logistics, distribution, consultancy,design and manufacturing field for a variety of different industries. This particular subsidiary that are based in Doncaster are market leaders in their field and a highly profitable part of the business who have maintained good margins recently despite the economic climate. £30,000 to £35,000 benefits 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:MPRE13284889 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: Doncaster, South Yorkshire

SSAS Administrator

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

An opportunity has arisen for an experienced SSAS Administrator to join a small but busy SSAS and SIPP administration team. Main duties will include entering and maintaining data on the computerised SSAS Administration systems. You will be responsible for all administrative duties associated with SSAS including:- Scheme establishment, Contributions/transfers, Loans, Borrowing, Property purchase and sales, Pension payments, Accounts and valuations, Fees, Scheme wind up and HMRC reporting. You will also provide cover from time to time for colleagues in both SSAS and SIPP departments, liaising with clients, professional Advisers and investment providers, building relationships to help maintain our reputation for delivering a first class customer service. You will need excellent communication skills and have the ability to prioritise and manage workloads in an efficient manner to ensure deadlines are achieved and excellent service is maintained. You will need to be flexible and have the ability to work on your own initiative but also be able to identify when it is necessary to seek advice and support. Existing pension knowledge and experience, particularly of SSAS and SIPP is preferred. A good standard of education is required (including English and Maths) and computer literacy (Word and Excel). 15000.0000 Speciality: Pensions. Location: North Yorkshire, Yorkshire and Humberside

Paraplanner

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

An exciting opportunity has arisen for an experienced Paraplanner to join a reputable wealth manager in York. Key accountabilities will include the following: To maintain expertise in all aspects of personal financial planning enabling the successful candidate to provide guidance to consultants with regards to financial and retirement planning. To support the development of Consultants in the Financial Advice Process, ensuring consistent outcomes maintaining TCF standards. To facilitate greater Consultant productivity through completion of research and suitability report writing. Provide consistency of approach to giving advice in accordance with Company Standards. To ensure that all reports are produced in accordance with procedures and guidance issued by the FCA and TCF. To obtain relevant information, undertake analysis and provide reports on all areas of regulated financial services including investments, pensions and protection. To research and provide information on legislation, products and markets as appropriate. To deal with incoming post, emails and telephone messages in a timely manner. Essentially you will hold a minimum of 3 years' experience in a wealth management environment. Good analytical, organisational, time management and prioritising skills. Good skills with software packages such as Microsoft Office, Avelo's 1st back office system and Document Management Systems. Interpersonal skills for dealing with consultants, colleagues, clients and companies. Ability to achieve deadlines under pressure. It is desirable that candidates have knowledge of Analytics research tools, OM Pension Profiler, Tomas Annuity System and the Exchange quotation system. Experience of working in a post RDR advisory environment. You will have the Certificate in Financial Planning as a minimum, but ideally the Diploma. 20000.0000 Speciality: Paraplanning. Location: North Yorkshire, Yorkshire and Humberside

Credit Controller

Sat, 18 May 2013 03:30:02 +0100

Our client are an established company who specialise in Legal Services. They are looking for a Credit Controller to work in the BLS Recoveries department on a 6 month fixed term contract. The position will involve: Contact clients by telephone, letter and email when their accounts are overdue. Negotiate prompt payment within defined timescales. Deal with correspondence and queries about accounts. Negotiate and monitor payment plans. A significant part of this role will involve negotiating payment of overdue accounts over the telephone therefore it is essential that the successful candidate has proven credit control experience ideally within a similar environment. The successful candidate will be required to undertake a Credit Reference and a Basic CRB Disclosure check. In return you will receive: A competitive salary. Pension. Critical illness cover. Health cash plan. Death in service benefit. As the Legal Helpline Advisor works through the various skill sets within the training programme they will be eligible for an incremental salary increase. Training programme which continues for the duration of employment. Easily accessible city centre location. If you have strong negotiation skills, Customer Service experience and you are looking to work for a company who are passionate about what they do and pride themselves in putting their clients first we would like to hear from you. 0.0000 Speciality: Collections. Location: Sheffield, South Yorkshire

Accountant

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

As the Accountant for this Business Services company you will provide accounting and corporation and personal tax advice to a portfolio of clients that is growing every month. Ideally you will be a qualified accountant, ACA, ACCA, or equivalent, but above all you must have previous experience of: Preparation of financial statements Corporation tax Personal tax Director annual filings / tax returns My client is start up with a unique offering that is high growth and profitable. Based York in an idyllic location. Salary between 30 and 35k, and parking on site 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:MPRE13299092 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Hedge Funds. Location: York, North Yorkshire

Employed Independent Financial Adviser

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

Employed Independent Financial Adviser - Professional Connections My client is part of a leading National IFA group, specialising in working with both Accountancy and Solicitor connections across the UK. They are looking for Independent Financial Advisers to work closely with their connections. Immediately, you will have the rare opportunity to build relationships within Accountancy and Solicitor connections, through working out of a hot desk within their offices to maximise referred leads. Furthermore, you will taught and trained to make the most of the leads provided, and the chance to work complex and high value cases will simply add to your development and bonus potential. You will benefit from a basic salary of up to £30,000 with additional benefits such as a Car Allowance of £400 per month, Death in Service and a Pension. Furthermore you will receive full Paraplanning support, all business costs covered and the opportunity to work with individual and corporate clients that are used to paying fees. Ideally, you'll be full Competent Adviser Status, Full Diploma/Level 4 status, have a successful track record of being a Financial Adviser, have some resources to add to the existing client bank, and be pro-active to drive business forward. Click and apply A.S.A.P, as these roles are exceedingly rare at the moment. 26000.0000 Speciality: Independent Financial Advisor. Location: Sheffield, South Yorkshire

Financial Services Office Manager, Harrogate

Sat, 18 May 2013 03:29:52 +0100

Financial Services Office Manager, Harrogate In order to apply for this position candidates MUST have FINANCIAL SERVICES MANAGEMENT EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Please note that this is a 10 Month Contract position only. This role would be suited to any of the following Financial Services Team Manager Financial Services Team Leader Financial Services Supervisor The Role: You will ensure the smooth operational running of the business office. Developing and maintaining internal relationships to help maintain business flow and meet agreed targets. Ensuring adequate resources are in place to meet business aims and objectives. Managing training and development to ensure the potential of individuals is achieved. Managing facilities throughout the business. Managing the performance and development process to ensure consistency across the business. Managing a legally compliant HR system in line with current regulations. Overseeing the provision of finance administration to support business needs. Leading and supporting business projects to improve current practices. Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. Overseeing the monthly Management Information to the Directors. Key Qualifications and Attributes: Must have Financial Services experience Have a wealth of experience with Avelo Client and Business Management. Excellent written and verbal communication skills with the ability to create rapport at all levels. 22000.0000 Speciality: Paraplanning. Location: Harrogate, North Yorkshire

Practice Manager - Harrogate - &pound;25,000 pro rata

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

An excellent client situated in Harrogate is recruiting for an experienced Practice Manager to ensure the smooth operational running of their busy business office. This is a maternity contract, the position will start in August/ September for at least 10 months. The successful candidate will report directly to the Directors and the key responsibilities in this role are Developing and maintaining internal relationships to help maintain business flow and meet agreed targets. Ensuring adequate resources are in place to meet business aims and objectives Managing the training and development to ensure the potentials of individuals is achieved. Managing the facilities throughout the business Managing the performance and development process to ensure consistency across the business Managing a legally compliant HR system in line with current regulations Overseeing the provision of finance administration to support business needs. Leading and supporting business projects to improve current practices Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. Overseeing the monthly Management information to the Directors. The role holder will also oversee and manage the delivery of Designated projects as required by the Directors IT hardware and software systems meeting the needs of the business Financial and regulatory reporting to both the Directors and regulatory bodies Compliance to current fire safety law Compliance to current health safety legislation Plus the role will also incorporate Assisting the Directors with queries, complaints and general customer care activities when required Manage and oversee annual business reviews of services and products This is a full time role, Monday to Thursday: 9am to 5.30pm, Friday: 9am to 5pm. The successful person will Look and act professionally in terms of appearance and attitude Have a wealth of experienced with Avelo Client and Business Management Be highly organised Meticulous attention to detail and strong administrative skills Have absolute discretion and sensitivity due to handling confidential information Excellent written and verbal communication skills, with the ability to create rapport at all levels Thrive working in a small, friendly and professional environment 25000.0000 Speciality: General Management. Location: Harrogate, North Yorkshire

Policy Manager & DC Compliance Officer

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

Policy Manager DC Compliance Officer Salary £43,500 Full Time Leeds, West Yorkshire Purpose of the Job: Ensure compliance with all agreed policies andprocedures, develop new ones and recommend improvements as appropriate, with specific focus on the Trust’s DC products and compliance with The Regulator’s Code of Practice. To take the lead on the documentation and development of Policy. Areas of Responsibility: To develop and take ownership of the Trust’s vision, Business Plan and values, and to be totally committed to these. To ensure their team takes ownership of and is totally committed to the Trust’s vision, Business Plan and values, and to be totally committed to these. Communication (at all levels) of technically complex issues research and development for, and production of, technical papers, policies and procedures. Responsible for ensuring that publications relating to The Pensions Trust Defined Contribution products are technically correct and achieve the highest standards of integrity. Ensure observance of the rules and that organisation policy, integrity and statutory/regulatory requirements are complied with at the highest level of quality. Implementation of new regulatory requirements. To provide technical support to the Customer Relations team and ensure that appropriate professional advice is taken where required. Ensure team (including self) are fully developed in accordance with business objectives and technical requirements (including developments in the pensions industry) so that full potential of all individuals can be achieved. .To relate to all customers’ needs - internal and external. To perform all duties in line with the Trust’s Information Security policy. To act as an ambassador of the Trust at all times Essential Skills Developed working knowledge in line with requirements of the role Experience of pensions law and practice, particularly in relation to Defined Contribution schemes Resolution of member issues Resolution of employer related issues, for example mergers and acquisitions Advice provision to senior colleagues, internally and externally Desirable skills APMI qualified Experience in management and trustee committees Project management experience Ability to use Microsoft Word, Excel, Access PRINCE2 Knowledge of eShare Governance system The closing date is Friday 31st May @ 12.00 noon NO AGENCIES 43500.0000 Speciality: Compliance. Location: Leeds, West Yorkshire

Paraplanner

Sat, 18 May 2013 03:27:01 +0100

An opportunity has now opened for a well an experience Paraplanner Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in preparing client reports with consultants You must be working towards gaining diploma if not already have it and have experience of working in a fee based IFA environment. £25,000 - £30,000 basic salary Working hours Monday - Friday 9am - 5pm Usual benefits - 25-days leave, pension, PHI, Death in Service Please send your CV's across and start your new career today! If we do not come back to you within 3 working days unfortunately your application has been unsuccessful 25000.0000 Speciality: Paraplanning. Location: Sheffield, South Yorkshire

Senior Paraplanner

Sat, 18 May 2013 03:27:01 +0100

An opportunity has now opened for a well an experience Financial Services professional to join a Wealth Management Company. Your duties will include: Day to day management of Report writing (Life, Pensions and Investments) process Management of existing staff members Alloocation of work Comprehensive research in the market place, Work closely with Partners in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in preparing client reports with Partners You must be working towards gaining diploma if not already have it and have experience of working in a fee based IFA environment. £30,000 - £35,000 basic salary Working hours Monday - Friday 9am - 5pm Usual benefits - 25-days leave, pension, PHI, Death in Service Please send your CV's across and start your new career today! If we do not come back to you within 3 working days unfortunately your application has been unsuccessful 30000.0000 Speciality: Paraplanning. Location: Sheffield, South Yorkshire

Pensions Administrator, Sheffield

Sat, 18 May 2013 03:04:51 +0100

Pensions Administrator, Sheffield Salary negotiable In order to apply for this position candidates MUST have PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Please note that our client is looking to recruit from entry level pensions through to more senior appointments. This role would be suited to any of the following Money Purchase Defined Contribution Pensions Administrator Final Salary Defined Benefit Pensions Administrator DC Administrator DB Administrator Client Profile: Our client is one of the world leaders within the Pensions industry. Their professionalism and dedication to service are second to none and are amongst the main reasons why some of the world’s most impressive clients choose them. Employing over 1,200 people across 13 locations in the UK, they provide services to over 1,500 clients. The Role: The primary responsibility will be to provide a full pension's administration service to clients and customers in an accurate, efficient and timely manner Responsibility for the quality of individual and teamwork produced Suggesting changes required to the system to reduce variation in process measurements. Highlighting problems impacting on the performance of the system, using the opportunity to provide ideas and solutions Providing data required for process capability measures Participating in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures Supporting junior members of the team Skills and Qualifications: Experience of the administration of pensions Good working knowledge of Profund or alternative administration system Ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles Experience in the transfer of technical knowledge to more junior staff desirable Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy Contact: David Sheddon at Advance Search Selection Ltd Candidate Care: If your application is successful we aim to contact you the same day to discuss the opportunity in more detail. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. 0.0000 Speciality: Pensions. Location: Sheffield, South Yorkshire

Financial Adviser - IFA - Leeds

Sat, 18 May 2013 02:59:28 +0100

Financial Adviser - IFA Based in Leeds We are looking for a fully FPC, CeFA, CF Diploma Qualified Financial Adviser with CAS or held CAS within the last 6 months Earning Potential 1st year Realistic £65K plus Are You: An exisiting IFA Struggling writing business due to lack of Lead Generation. Have you been made redundant from Bancassurance and you are looking for a great opportunity to work within the IFA Wealth Management Area but you need the support of the right company to get you started. Our Client: A boutique Practice providing help, support and development of their advisers to their maximum potential. Giving Advisers help and support with Pensions work, as they have a specialist Adviser in 'Pension Transfer' work. The Practise also has a full Time 'Business Development Manager' creating professional connections with Accountants, Will Writers, Solicitors to provide an influx of leads. The Opportunity: Fantastic Opportunity to work for a directly authorised IFA Wealth Management Practise. The company has strong relationships with professional introducers throughout the South Yorkshire Area. Help with lead generation and the opportunity to work with professional introducers such as Accountancy practises, Will Writers and Solicitors. Financial Services referrals for new business via the introducer connections. Excellent earning potential year on year due to the help you will receive to develop business. Must be an excellent relationship builder. What’s Included: - All PI FSA fees paid - No cost to the Advisers. - Full Administration in the office. - Use of the Business Development Manager for support and business management. - Para planners provided at No cost. - Offices supplied with telephone, business cards etc. - All I.T. is server based. If you are interested in this opportunity or want to find out more please send your CV in the strictest confidence today to debbie@opendoorassociates .co.uk or call 01 13 25 75 75 6 40000.0000 Speciality: Independent Financial Advisor. Location: Leeds, West Yorkshire

Customer Service Representative

Sat, 18 May 2013 02:59:28 +0100

Job Description A Fantastic opportunity has arisen in Sheffield to work withinHSBC as a Customer Service Representative. Key Tasks Face-to-face or telephone based role. Dealing with customer enquiries. Answering high volume of predominantly inbound calls from customers both internal and external. Responding to enquiries and where appropriate passing calls to relevant party. Basic administrative duties may be required i.e. Faxing and filing. Working Hours will be Monday - Friday 8am til 8pm.The successful candidates will receive a fantastic hourly rate of £8.50 per hour. To apply for the role, please answer the pre-screen questions below click the ’apply’ button and submit a covering letter stating your suitability for the role. Successful candidates will undergo a rigorous screening process including a credit check, criminal record check and collection of 5yrs referencing. If you feel you would fail this screening process, please do not apply. Reed Specialist Recruitment Limited is an employment agency and employment business 7.1800 Speciality: Collections. Location: Sheffield, South Yorkshire

Experienced Pension Administrators

Sat, 18 May 2013 02:59:14 +0100

Towers Watson's technology and administration solutions help companies save money and improve service delivery while freeing HR to make strategic contributions to the business. We have worked with some of the world's leading organizations for over 25 years to provide benefit administration and outsourcing to over one million participants. The role of Administrator is to work within an administration team servicing both member and client queries in relation to occupational pension schemes. Performance Objectives: Excellence Communicate effectively with client/members via the telephone, remembering each caller will have a different level of understanding. Record each call as they occur. Identify areas where the service to clients/members could be improved and communicate to Administration Co-ordinator/Administration Controller. Deal with simple queries and requests by the use of standard letters. Monitor own workflow to ensure service levels are achieved. Prioritise own workload and maintain a rolling schedule of objectives. Accurately perform manual calculations. Know and live the firm's values. People Assist the wider team in more complex / project work when required. Understand your role within the team. Support colleagues for holiday cover and workload peaks. Clients Help to provide an efficient, professional service to meet all client/members' needs and to promote the Towers Watson brand. Develop knowledge of clients pension schemes. Build a relationship with the clients. Be a point of reference for standard automated cases. Deal with all communications within defined quality and service standards. Requirements Experience in either DB or DC pensions administration. Able to work to a high level of accuracy. Able to work well under pressure and meet targets. Interpersonal skills to include good written and verbal communication. Computer literate. Pass at C or above for Maths and English at GCSE or equivalent. Towers Watson is an Equal Opportunities Employer 0.0000 Speciality: Loans - Other. Location: North Yorkshire, Yorkshire and Humberside

Risk and Quality Assurance Manager

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

Our client: Our client is a leading financial services organisation who are currently looking for a Risk and Quality Assurance Manager to assist the Head of Risk and Quality Assurance in assessing and reporting on the Company’s exposure to risk, with particular focus on all aspects of conduct risk. Key Accountabilities To assist the Head of Risk and Quality Assurance in monitoring all relevant Head Office and Field functions, in line with FSA Rules and Guidance and ensuring the regulatory risk to which the firm is exposed is minimised in line with firms Risk Appetite, and provide Senior management with timely feedback. To notify the FSA of any events relating to Approved Persons. To monitor regulatory developments and assist the Head of Risk and Quality Assurance in reporting these to Senior Management. To measure the standard of adherence of company Advisers, Regional Managers, Divisional Sales Managers and Training and Development Supervisors against internal KPIs and procedures and FSA Rules and Guidance by contributing to TD scheme specific reviews. To assist the Head of Risk and Assurance in promoting effective systems and controls for day to day adherence with all regulatory requirements, particularly FSA COBs Rules and TC Rules. To provide guidance to Sales Development/Distribution Management on all aspects of adherence to conduct risk and operational risk policy. To assist less experienced members of the Risk and Quality Assurance Department (coaching and mentoring) To assist the Head of Risk and Quality Assurance in the oversight of regulated client complaint handling, ensuring that the FSA Rules and Principles (eg. TCF) are complied with at all times. Contributing to the production of management information, in a prescribed standard format for senior management. To conduct field visits where necessary in order to complete audit work related to adherence to regulation. Providing a quality assurance consultancy service including the provision of the quality assurance helpline. To design and maintain the CPD records for Risk and Quality Assurance department staff. Provide input to the ad hoc projects as and when required. Key requirements: The candidate will ideally have one of the below qualifications and experience of the outlined areas: Full FPC qualified At least 5 GCSEs or equivalent including Maths and English Grade C or above Experience of working within an FSA regulated environment in a relevant capacity for at least 5 years. Fully conversant with FSA Rules and Regulations in relation to dispute resolution and experience in liaising with the Financial Ombudsman Service 40000.0000 Speciality: Compliance. Location: West Yorkshire, Yorkshire and Humberside

Operational Risk Officer

Sat, 18 May 2013 02:43:00 +0100

Hudson is recruiting an Operational Risk Officer for an ambitious Financial Services organisation in Yorkshire. In this varied role you will take responsibility for designing and implementing a robust operational risk management framework and maintain the organisations Operational Risk Control environment. This is a new role and the successful candidate will have the opportunity to make the position their own. It is anticipated that you will ultimately grow and manage a small team as the business grows. The key responsibilities of the position include: designing, implementing and embedding an operational risk framework and effective governance continually developing operational risk policies, processes and tools working closely with key stakeholders to raise awareness and understanding of operational risk and control requirements identifying potential areas of vulnerability and developing corrective action plans for resolution providing guidance on risk mitigation and avoidance collaborating with all business areas to ensure that risk requirements are fulfilled and monitored in all lines of defence conducting detailed and objective assessments to identify control gaps and work with process owners to develop actions to mitigate any risk developing a standardised approach to documenting processes, risks and issues participating fully in the change control process by ensuring that changes to proceed are captured and that controls are adequate, effective, sustainable and appropriate Preparing operational risk management information and reports The ideal candidate will have the following skills and experience: operational risk experience within a Financial Services environment proven ability to understand, improve and protect the customer experience detailed understanding and knowledge of operational risk management and control good knowledge of the operational risk regulatory environment the ability to balance governance and risk management requirements with commercial priorities strong written and verbal communication skills with the ability to explain complex risk and regulatory information in simple terms excellent analytical and problem solving skills sound IT skills a strategic and commercial approach alongside a focus on results. This is a superb opportunity for an individual keen to join a business with a strong team ethos and a desire to develop their staff. Please note you will receive an automated response advising you that we have received your CV. Hudson is a leading provider of permanent recruitment, contract professionals and talent management solutions worldwide. 35000.0000 Speciality: Other Financial Services. Location: Yorkshire and Humberside, England

Telephone based Account Manager Financial Services

Fri, 17 May 2013 13:30:47 +0100

Our client is one of the leading Life companies in the World They are looking for a telephone based Account Manager to join their team based in Sheffield We need Financial Services people although you dont need to have full Diploma at this stage You will be contacting a warm panel of Financial Advisers promoting your product range Basics to £25000 with an ote circa £45000 If you have been a Financial Adviser and looking for a new career or indeed been an Account Manager in Financial Services then this is your chance to join a leading provider in this sector Please call Jason Webber at Astral Recruitment part of Verridian plc for full details 20000.0000 Speciality: Sales & Business Development. Location: Sheffield, South Yorkshire

Diploma Qualified Paraplanner

Fri, 17 May 2013 13:30:19 +0100

Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end pensions and investments. You will carry out fund analysis, cash flow modelling and construct recommendations as well as technical reports on behalf of consultants. In return for a high level of technical experience and qualifications, a competitive salary will be on offer which is dependent on level of expertise. Applicants must hold Diploma status and have extensive experience providing paraplanning support to Independent Financial Advisers. Experience dealing with ultra high net worth clients is preferable as is an extremely professional and polite manner. 23000.0000 Speciality: Paraplanning. Location: Harrogate, North Yorkshire

Technical Paraplanner

Fri, 17 May 2013 13:30:19 +0100

Technical IFA Support

Fri, 17 May 2013 13:30:18 +0100

Paraplanner required to work for an IFA in Harrogate. An exciting opportunity has arisen for an experienced Paraplanner to join a reputable IFA practice based in Harrogate. The successful incumbent will be responsible for providing support to Independent Financial Advisers who give advice on pensions, investments and protection to mainly private clients, some corporate. You will analyse fact find information, research funds and product providers which best suit client requirements obtaining quotes and valuations when required. With this information you will then create portfolio recommendations working closely with the IFAs, to ensure ideas are in line with clients attitude to risk. Once these have been agreed you will create suitability reports and carry out any other supportive tasks as required by the consultants. This role can either be full or part time dependent on experience and skill set. The salary will be in the range of £20,000 to £25,000 pro rata. To be considered for this role, applicants must have specific paraplanning experience supporting Independent Financial Advisers. You must come from a support background and have had exposure to whole of market pensions, investments and protection. You will ideally hold the Diploma in Financial Planning or be working towards. A solid CV with excellent references is required as are good communication skills, verbal and numerical ability along with a professional and polite manner. 20000.0000 Speciality: Sales Support. Location: Harrogate, North Yorkshire

Paraplanner

Fri, 17 May 2013 13:30:18 +0100

Independent Financial Advisers

Fri, 17 May 2013 03:06:02 +0100

Are you looking to enter the IFA arena, looking fora change or just fed up with working for a Network? If you, like many other Financial and IndependentFinancial Advisers, are finding it increasingly difficult to keep up withregulatory changes and requirements it might be time you talked to us. Not everyone has the same plans or ideas for their business / career, but most people would like someone they can trust to talk through the options available. So should you be considering a change then quite simply we can introduce you to some of the most successful new breed IFA business's in the UK Our clients offer a professional support team to help deal with the increasing demands and challenges facing IFAs such as, Para planning, report writing, automatic client investment reviews and training. They are also proud of their progressive, friendly and professional culture that puts clients and old fashioned service at the heart of the business. You of course must bring a wholly professional and proactive client approach to the table. You must know your client well and have segmented your clients to create a profitable path forward post RDR 0.0000 Speciality: Independent Financial Advisor. Location: Sheffield, South Yorkshire

Case Handler

Fri, 17 May 2013 03:03:46 +0100

Role: Residential Case Handler Location: Harrogate Salary: Up to £25,000 depending on experience We are assisting our local client in their search for a Residential Case Handler to work from their Harrogate office. Our client is an ambitious, forward thinking provider of commercial and residential legal services. An exciting opportunity has arisen for a Residential Case Handler to join their growing team. The Residential Case Handler Role: Within the role, you will be involved in all areas of the conveyancing process from both a purchasing and sales aspect. Duties will include: Dealing with mortgage offers. Checking search results. Exchange of contracts and completion. You will engage with the firm’s senior management team and case management development team and explore ideas of working to improve client service and departmental performance. Required Skills and Experience: Proven experience of handling all types of conveyancing transactional work. The ability to work with a case management system, databases and normal office IT systems. Excellent customer service skills. A strong team player allowing you communicate effectively with fellow employees at all levels of the business. If you have the desire to deliver value for money legal services in a modern environment, then our client would like to hear from you. Due to the volume of responses we are currently receiving for the Residential Case Handler position, we are not able to give feedback to all individuals. If you have not heard back within 7 days of submitting your application, please assume that you have not been successful for the role you have applied for. Invigorate Recruitment are operating as an employment agency in respect of this vacancy. 16000.0000 Speciality: Mortgages - Other. Location: Harrogate, North Yorkshire

URGENT Part Time Inbound Sales & Retention Staff

Fri, 17 May 2013 03:03:45 +0100

Join the home of some of the nation's best-loved brands, including Direct Line, Churchill, Privilege, Green Flag and NIG. When customers call in to amend, transfer or renew their existing insurance policies, you'll be the informed and trustworthy voice that ensures they receive a first class customer service and remain a loyal and satisfied Direct Line Group customer. And with such a wide range of Direct Line Group insurance products on offer that could also compliment the customer's lifestyle, whether that's car, home, travel or pet insurance, you'll be in a great position to identify opportunities to upsell additional policies that best suit the customer. You'll follow scripts in certain areas, but how you walk customers through the process and match products to their specific needs will be largely up to you - and you'll be supported along the way, through an extensive training and development programme. In return, you'll benefit from a competitive salary, an attractive annual holiday entitlement, a great team atmosphere, and plenty of opportunities for progression. You'll also pick from additional rewards that suit your lifestyle - and there's plenty to choose from, including pension funding, life assurance, provide medical cover, and discounted insurance plans. We're looking for people who can communicate persuasively, who have a passion for customer service, and an eye for detail. You'll adapt your approach accordingly depending on the needs of callers and will possess the determination to ensure that every call you take ends with the best outcomes having been achieved for the customer and the company. We want people to draw on their life experience, personality and individual talents, but if you have previous experience of achieving sales through delivering an excellent customer service, so much the better. Working 25 hours a week, you need to be able to work 4 out of 5 evenings Mon to Fri 4.30pm to 9.15pm and every Sat 11am - 5pm. If this sounds like the perfect opportunity for you, apply here today! The successful applicants will have drive and enthusiasm for helping customers and be PC literate. Must be able to pass a credit check. 10155.0000 Speciality: Loans - Other. Location: Doncaster, South Yorkshire

Investment Manager

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

Risk Modelling Investment Manager Manchester, Yorkshire and Merseyside £45-£55k per annum extensive benefits A fantastic opportunity for a part qualified actuary to support an industry-leading Risk Modelling team in all aspects of modelling for UK pension schemes. There are various locations for the Risk and Modelling Investment Manager. As part of this exciting and varied role, you will actively participate in developing advice to clients by helping client teams generate ideas on the future direction of particular clients. This will involve working off your own initiative on client specific projects, coordinating all client work with timely delivery for review/scrutiny. You will also mentor junior colleagues, contributing to thought leadership relating to Risk Modelling specialism. In addition, you will serve as day-to-day contact on smaller clients, prepare meeting materials and have the chance to play a role in meetings, whilst ensuring continued and sustained quality by reviewing work and applying technical expertise. The successful candidate will have proven experience with a major consulting, fund management or banking firm, involved in advising UK occupational pension schemes. You will also have a basic understanding of both pension liabilities and the asset-liability process, whilst possessing a good understanding of applicable regulatory and legislative rules. Strong knowledge of Excel and ideally VBA is essential, as is strong experience of stochastic/Monte-Carlo analysis. A good understanding of all main asset classes, how they interact and the role they can play in meeting client objectives would be an advantage. Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf. The ideal candidate will have extensive financial and/or analytical experience and profit and loss knowledge with good logical and strategic skills, impeccable attention to detail along with excellent numerical skills. You should also be ACA/CIMA/ACCA qualified with excellent working knowledge of cash and retail strategy. Financial services background is also highly beneficial. This is a great opportunity to join a highly successful company in a time of growth and development To be considered for this role please reply to this email with your up-to-date CV and make sure you cc to ensure your CV is also updated on our database. I am contacting you because your CV has matched a key word search for a new role I have been briefed on. Please accept my sincere apologies if this role is unsuitable. The search is based on certain key words and unfortunately, cannot identify that you may have moved on in your career since those words appear on your CV. If you know anyone who might be interested please feel free to pass on my details. We reward all successful referrals at Timothy James Consulting. If you know of any suitable candidates with the above experience, please forward on this link and reply with their contact details. Please send your CV ASAP to Chantelle Williams for consideration. 45000.0000 Speciality: Investments. Location: Yorkshire and Humberside, England

Business Development Manager - Leeds / Hull

Fri, 17 May 2013 03:02:54 +0100

Business Development Manager - Leeds / Hull 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: West Yorkshire, Yorkshire and Humberside

Paraplanner

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

Our client is a large and respected Law firm who is currently recruiting for a Paraplanner. The primary function of the role is to work in post settlement Paraplanning with the aim of providing a high quality report writing service to the financial advisers. Training in the preparation of pre-settlement report writing will also take place at a later date therefore applicants should have an interest in both areas. There will be some interaction with clients. This could be with clients in their own right or with solicitors acting on behalf of their clients. Applicants should have experience of working in a similar role. Strong Excel skills would be a distinct advantage. Applicants should enjoy working as part of a team as well as being able to work under their own initiative. They must have the ability to manage and prioritise their own workload and meet tight deadlines. As the role will involve liaising with a range of people on a frequent basis in a professional manner applicants should also possess good interpersonal and organisational skills and an understanding of internal client care. The successful candidate will also be able to demonstrate strong IT ability and confidence in using a range of computer packages, including the full suite of Microsoft Office applications. Knowledge of Intelligent Office or a similar software package would be an advantage. Applicants should have a strong education background. Ideally they are looking for applicants who are educated to at least A - Level standard. They offer a competitive salary and benefits package including pension, critical illness cover, health cash plan and death in service benefit. - Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. 22000.0000 Speciality: Paraplanning. Location: Sheffield, South Yorkshire

Business Development Manager - Commercial/Corporate Banking

Fri, 17 May 2013 03:02:50 +0100

Our client has an opportunity for a Business Development Manager to cover West Yorkshire. The role will focus on general trading businesses turning over broadly £5-£50m and the successful candidate will be comfortable winning new business in this space. The role requires strong lending and credit skills as well as a good track record in working with general trading businesses from a BD perspective. In return our client offers a stable culture great working environment, given their plans for growth can also offer good scope for progression. Essential Skills: Proven track record with clients in this turnover space Proven ability to win new business of achieving against sales targets Strong network of professionals/connections Understanding of Customer requirements ability to work with them and understand their needs Proactive approach Strong technical skills around lending, credit and risk awareness 45000.0000 Speciality: Business Development Manager. Location: Leeds, West Yorkshire

Business Development Manager - Wakefield / Doncaster

Fri, 17 May 2013 03:02:50 +0100

Business Development Manager - Doncaster / Wakefield 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. Up to £24K basic uncapped commission. £60k OTE BDM, Business Development Manager, Broker Consultant, Intermediary Sales, Protection, PMI, Life, Critical Illness 15000.0000 Speciality: Business Development Manager. Location: Doncaster, South Yorkshire

Operational Risk Officer

Fri, 17 May 2013 03:02:50 +0100

Hudson is recruiting an Operational Risk Officer for an ambitious Financial Services organisation in Yorkshire. In this varied role you will take responsibility for designing and implementing a robust operational risk management framework and maintain the organisations Operational Risk Control environment. This is a new role and the successful candidate will have the opportunity to make the position their own. It is anticipated that you will ultimately grow and manage a small team as the business grows. The key responsibilities of the position include: designing, implementing and embedding an operational risk framework and effective governance continually developing operational risk policies, processes and tools working closely with key stakeholders to raise awareness and understanding of operational risk and control requirements identifying potential areas of vulnerability and developing corrective action plans for resolution providing guidance on risk mitigation and avoidance collaborating with all business areas to ensure that risk requirements are fulfilled and monitored in all lines of defence conducting detailed and objective assessments to identify control gaps and work with process owners to develop actions to mitigate any risk developing a standardised approach to documenting processes, risks and issues participating fully in the change control process by ensuring that changes to proceed are captured and that controls are adequate, effective, sustainable and appropriate Preparing operational risk management information and reports The ideal candidate will have the following skills and experience: operational risk experience within a Financial Services environment proven ability to understand, improve and protect the customer experience detailed understanding and knowledge of operational risk management and control good knowledge of the operational risk regulatory environment the ability to balance governance and risk management requirements with commercial priorities strong written and verbal communication skills with the ability to explain complex risk and regulatory information in simple terms excellent analytical and problem solving skills sound IT skills a strategic and commercial approach alongside a focus on results. This is a superb opportunity for an individual keen to join a business with a strong team ethos and a desire to develop their staff. Please note you will receive an automated response advising you that we have received your CV. Hudson is a leading provider of permanent recruitment, contract professionals and talent management solutions worldwide. 35000.0000 Speciality: Compliance. Location: Yorkshire and Humberside, England

Management Accountant

Fri, 17 May 2013 03:02:48 +0100

This role is to be based in the large finance department, reporting to the Financial Controller. You will be responsible running your own cost centre for the liaison and supportto the budget holders accurate and timely production of budgets and forecasts monthly management accounts prep and the supervision of more junior members of the team. To be considered for the role, you should have worked in a management accounts environment and be a part or nearly qualified (ACA/ACCA/CIMA) accountant. An attractive study package is on offer, incentivising you to progress and develop your career. Avery exciting business and highly desirable place to work. This business services organisation are looking for a Management Accountant for their site just outside Goole. up to £30k study support benefits 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:MPRE13285066 Michael Page is a world leading recruitment consultancy. 27000.0000 Speciality: Other Financial Services. Location: Goole, North Humberside

Pensions Administrator, Sheffield

Fri, 17 May 2013 03:02:32 +0100

Pensions Administrator, Sheffield In order to apply for this position candidates MUST have PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Please note that our client is looking to recruit from entry level pensions through to more senior appointments. This role would be suited to any of the following Money Purchase Defined Contribution Pensions Administrator Final Salary Defined Benefit Pensions Administrator DC Administrator DB Administrator Client Profile: Our client is one of the world leaders within the Pensions industry. Their professionalism and dedication to service are second to none and are amongst the main reasons why some of the world’s most impressive clients choose them. Employing over 1,200 people across 13 locations in the UK, they provide services to over 1,500 clients. The Role: The primary responsibility will be to provide a full pension's administration service to clients and customers in an accurate, efficient and timely manner Responsibility for the quality of individual and teamwork produced Suggesting changes required to the system to reduce variation in process measurements. Highlighting problems impacting on the performance of the system, using the opportunity to provide ideas and solutions Providing data required for process capability measures Participating in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures Supporting junior members of the team Skills and Qualifications: Experience of the administration of pensions Good working knowledge of Profund or alternative administration system Ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles Experience in the transfer of technical knowledge to more junior staff desirable Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy If you feel that you are suitable for this position, we recommend you email your current CV along with your current salary, salary expectations and reason for leaving and we can call you back to discuss your details further. 0.0000 Speciality: Pensions. Location: Sheffield, South Yorkshire

Compliance Adviser

Fri, 17 May 2013 02:57:49 +0100

Our client: Our client is a well-regarded financial services organisation who are currently looking to recruit a Compliance Adviser to undertake Compliance monitoring to provide assurance that the business meets its non-prudential regulatory requirements and obligations, advise the business on the implementation of compliant processes and propose changes and/or remedial actions to improve adherence to regulatory requirements Key Accountabilities Provide clear advice to the business on the interpretation and application of relevant regulatory standards Assist business functions in the development and implementation of compliant policies, processes and procedures Analyse, review and report on business functions, systems and processes with recommendations to Compliance Monitoring Manager Review and approval of policy/process changes Review, and where appropriate approve, customer literature Carry out risk based monitoring activity to ensure compliance standards are being met by all businesses areas, reporting findings and recommendations to Compliance Monitoring Manager Undertake desk based MI monitoring to identify potential regulatory breaches/trends/risks Provide compliance reports to external bodies and executive committees Accurately compile and submit in accordance with requirements any regulatory returns, annual statements and licences Keep up to date with business and regulatory developments and where appropriate benchmark externally through industry networking Contribute to compliance projects Represent Compliance on business projects to ensure that compliant processes and procedures are developed Key requirements: The candidate will ideally have one of the below qualifications and experience of the outlined areas: Institute of Financial Services Certificate in Mortgage Advice and Practice (CeMAP) or CeMAP Bridge plus Financial Planning Certificate (FPC) or CII Mortgage Advice Qualification (MAQ) plus FPC Substantial experience of working in a regulatory environment An appropriate balance of people and technical skills Working knowledge of: FSMA FSA Handbook, in particular MCOB TCF Ability to work independently, able to plan and direct own work Ability to undertake assurance reviews Good communicator Good knowledge of financial services business practices and procedures 40000.0000 Speciality: Compliance. Location: West Yorkshire, Yorkshire and Humberside

Pensions Administrator

Fri, 17 May 2013 02:57:34 +0100

An exciting opportunity has arisen for a full time Pensions Administrator within a well-known financial services company The Role The successful applicant will be working on variety of occupational pension schemes , both DB and DC, the successful candidate will work as part of the team providing full cradle to grave administration services. The role will primarily focus on routine pensions administration tasks and monthly processing, although exposure to more complex and challenging work should be expected over time. The successful applicant will report directly to an Administration Manager and be expected to work closely with colleagues to ensure service delivery in accordance with Service Level Agreements. The Person Key duties will include the following:- - Processing joiners and leavers within SLAs - Routine administration tasks and processes - Maintaining consistent and accurate records using appropriate procedures and systems - Proving excellent customer service to clients, members and third parties - Identifying and reporting risks or concerns to line manager - Adherence to ISO processes and procedures - Assisting with scheme event projects when required - A minimum of 5 GCSEs at grades A to C (or equivalent) including English and Maths. - DC and DB pensions administration experience and technical knowledge - Progression with a professional pensions qualification (PMI) is not required but will be encouraged - An understanding of Employee Benefits procedures and systems, especially Hartlink, is preferable - A good technical knowledge and an understanding of recent legislative changes - High level of commitment to service delivery - Effective communication skills - Attention to detail and accuracy - Ability to work independently and as part of a team - High level of initiative and self-motivation - The ability to cope with changing responsibilities, workloads and strict deadlines. The Benefits Generous benefits are associated with this role including a discretionary bonus, 25 days holiday and a company Pension scheme. PLC1304-302 Pensions Administrator is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, Compliance, pensions, group risk, paraplanners, sales support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 21000.0000 Speciality: Pensions. Location: Harrogate, North Yorkshire

Financial Administrator - CF4/RO4/FA2

Fri, 17 May 2013 02:57:32 +0100

Pensions Administrator Exceptional role for candidates with CF4/RO4/FA2 qualifications Exceptional career opportunity Work with a market leader My client is a key player in UK Financial Services, and one of the most successful businesses of its kind in the Yorkshire area. They are now keen to recruit an experienced Pensions administration candidate to assist across all administration within the Pensions and Equity release function. The role is an ideal opportunity for a candidate with experience in a similar role to join a Fast Track 100 company with exceptional opportunities for progression, qualifications and a rewarding career. Duties include: Liaising with pension providers around the UK. Keeping customers up to date with their application process. Providing a high level of administrative support to Pensions Advisors. Assessing incoming email and post and manage outgoing documents A high attention to detail Dealing with customer correspondence. The salary for this role is between Circa £20,000. 20000.0000 Speciality: Pensions. Location: Leeds, West Yorkshire

Technical Assistant

Fri, 17 May 2013 02:55:34 +0100

Baird White is representing one of the longest established financial planning brokers in West Yorkshire - a company noted for their complex work with some of the region's wealthiest individuals. Continued success has created the need to recruit an additional Technical Assistant. Working within the existing team you will provide additional support to the Consultants. This position offers the variety of being a combination of paraplanning and technical administration - with the bias toward paraplanning. Your duties will include conducting product and fund research, compiling complex reports, processing new business and liaison with clients and providers. Business will be private client and you will be able to progress the role to 100% paraplanning. Applications will be considered from experienced financial services professionals with both administration and research/report writing skills. You will be committed to forging a successful career within our industry and be progressing with the relevant qualifications. A basic salary to c£27,000 is available combined with benefits. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry. 24000.0000 Speciality: Paraplanning. Location: Shipley, West Yorkshire

Senior IFA Administrator

Fri, 17 May 2013 02:55:34 +0100

Paraplanner

Fri, 17 May 2013 02:55:34 +0100

Financial Services Administrator - Harrogate

Fri, 17 May 2013 02:41:15 +0100

Our client is a highly regarded Financial Advisory firm based based in Harrogate and they are currently looking to recruit a Financial Services Administrator, with proven industry experience. As an organisation they provide the full range of investment and pension services to both personal and corporate clients. Duties of the role will include: Provide administrative support to the Financial Advisors and Paraplanners. Process new business in line with procedures for clients within agreed timescales. Have experience of dealing with Investments and Pensions within an IFA environment. First software competent would be a distinct advantage. To be successful in this role you must have proven experience of working within an IFA environment, be committed to studying towards professional qualifications if not already obtained and be self motivated. In return you will receive a competitive salary and benefits package. For more information please apply now by sending your CV directly to Stuart at Reward Recruitment. 18000.0000 Speciality: Sales Support. Location: Harrogate, North Yorkshire

Completions Consultant

Fri, 17 May 2013 02:41:12 +0100

Our client is currently seeking an administration consultant to help a team in it's day to day running. Key accountabilities will include: 1. Work towards departmental plan as guided by manager. 2. Understand departmental priorities and needs and work towards these as guided by team manager. 3. Inspire and engage through role modelling the values and behaviours. 4. Give relevant and constructive feedback to your line manager to support the building of a high performance culture. 5. Actively contribute to your individual objectives and provide feedback on a regular basis. 6. Actively manage your own development using appropriate learning and development tools. 7. Implement policies, processes and practices that are progressive and meet or exceed Customer and/or Stakeholder needs, aligned with business requirements. 8. Excellence of service delivery to customers and/or Stakeholders. 9. Provision of accurate and timely expertise and advice. 10.Identify and champion continuous improvement within your area and across the business where appropriate. 11. Ensure processes are captured in department manual to allow easy transfer of knowledge. 12. Adhere to all relevant policies, processes and practices for your area. 13. Reasonably anticipate, minimise and manage operational and regulatory risk. 14. Ensure you work within the TCF principles and that this is the forefront of everything you do. 15. Ensure you work to your optimum performance levels at all times. 16. Develop effective relationships with external stakeholders to support delivery of Corporate priorities. 17. Work closely with all colleagues within and across teams to support delivery of departmental plans. 18. Ensure quality of outputs by ensuring all work is error free. 19. Continually review processes and delivery to ensure quality of service at all times. Your contribution will be recognised, and rewarded with some great benefits, including Stakeholder pension and life assurance scheme, 25 days’ holiday, plus one day for each year you’re there (up to a maximum of 30 days), Preferential rates on an instant access savings account and discounts on various insurance products, Paid course fees to study for a professional qualification (where relevant), Representation and special offers with membership of our Staff Association, Childcare vouchers, Subsidised gym membership, Holiday discount vouchers, An opportunity to join the Hospital Savings Association... 14000.0000 Speciality: Mortgages - Other. Location: Skipton, North Yorkshire

Paraplanner

Fri, 17 May 2013 02:41:09 +0100

Position: Paraplanner Location: Harrogate Salary: £25,000 This is an excellent opportunity for an experienced Paraplanner to join a well established Independent Financial Advisers. Currently looking for an experienced Financial Services Professional to join their established team, who will play an integral role in providing a holistic service to the needs of all clients. With a culture that focuses on working in partnership with clients and building long-term relationships based on mutual trust and respect. Duties and Responsibilities: Suitability Reports High standard of admin work alongside the IFA High quality service/research to the Consultant and clients Arranging appointments and meetings at the request of the Consultants New Business processing as per the Company's internal procedures Follow and promote the Company's Risk Management procedures Administration tasks including the tracking of client and policy servicing Promote Client Service Standards as per the Company's procedures Maintenance of client contact - updating database and initiating routine correspondence Skills and Qualifications: Previous history of performing this role within an IFA practice A strong knowledge of Pensions and Investments Prioritisation and organisational skills Good levels of IT knowledge, both office administration packages (i.e. Word and Excel) and specialist software, for instance Swift Excellent communication skills both verbal and written 25000.0000 Speciality: Paraplanning. Location: Harrogate, North Yorkshire

Employed IFA

Fri, 17 May 2013 02:41:09 +0100

Position IFA (Employed) Location: Harrogate Salary: £35,000 - £45,000 This is a fantastic opportunity for an Independent Financial Advisor to join a bespoke and well established practice that is currently expanding. The Practice's aim is to make you more successful and efficient at the same time as building a long-term, successful relationship with clients. By providing the right advice and keeping the clients happy and successful you will aim to become a leading source of Financial Advice. Duties and Requirements: To provide independent financial advice to individuals, businesses and trustees To provide an exceptional Client service Tailoring financial advice to suit your clients' personal, professional and business circumstances Have a established Client bank with Funds under Management To work towards the company compliance standards To use the research panel when selecting advice To maintain and ensure client files are kept up to date Full Paraplanning, compliance and back office support Skills and Qualifications: Diploma in Financial Planning An established and respected Advisor Excellent sales and presentation skills Excellent telephone manner and client facing skills 35000.0000 Speciality: Independent Financial Advisor. Location: Harrogate, North Yorkshire

Self Employed Independent Financial Adviser

Thu, 16 May 2013 03:15:03 +0100

A Bristol based company who have advisers across the UK have vacancies for Financial Advisers in the York / Leeds / Wetherby area The ideal candidate will have their own lead-base but our clients sales process provides the opportunity of a large amount of leads via seminars organised by the company. Full diploma is essential. Ideally you will have at least 3-5 years experience in a regulated (FSA) sales role (Tied or IFA) and you will have an aptitude to deliver financial planning seminars (full training provided). The core business is investment orientated, specialising in pre-retirement planning, mid career planning and long term care. You will need to be able to work remotely, have experience of writing suitability report / reason why letter, have a strong technical knowledge and experience of Platforms (eg Cofunds, Fundsnetwork etc), research tools (eg Aequous, Trustnet etc) and portfolio planning analysis tools. We require you to be able to prioritise your work and plan your diary and you must be willing to travel 50-80 mile radius from your home address for leads / seminars. 20000.0000 Speciality: Independent Financial Advisor. Location: York, North Yorkshire

Credit Risk Analyst - SAS, Machine Learning, Credit scoring

Thu, 16 May 2013 02:55:39 +0100

Credit Risk Analyst - SAS, Machine Learning, Credit scoring Quant Capital - London Credit Risk Analyst SAS, Machine Learning, Credit scoring £45,000 Quant Capital is urgently looking for a Risk Analyst to join our high profile client. Our client is a well known credit provider. They are one of the fastest growing companies in Europe at present at well known in the market and backed by some of Europe’s biggest investors. They are the only company in Europe to completely automate the lending process. Last month they achieved 50,000 loans. The ideal candidate will have a very strong background in statistics and the creation and implementation of automated risk scorecards. The Client utilises multiple scorecard variations in a complex risk decision engine, and the core responsibility of this role will be to develop and own the optimisation of these scorecards. Responsibilities will include: Design, build and implement regular, automated scorecard optimisation procedures Apply AI / machine learning and other techniques to minimize manual intervention We do not expect you to have a full background in machine learning. Candidate must have: Understanding of automated statistical methodologies and their implementation in real world situations Interest in Credit Risk SAS Experience of optimization EU PhD or Masters in Stats, Machine learning or Maths Strong quantitative skills Ability to think on ones feet and be a solid team player This is a role for someone who has serious risk experience who is looking for the next step. Machine learning is extremely important and in return a serious package is on offer. This role sits at the head of the credit team so you will have responsibility from day 1 My client is based in Yorkshire. If this sounds of interest then please send your most recent cv to Quant Capital Risk, Risk Solutions, Quant Analyst, C Java, Hedge fund, Quantitative Analysis 45000.0000 Speciality: Hedge Funds. Location: Yorkshire and Humberside, England

Mortgage Consultant

Thu, 16 May 2013 02:55:39 +0100

Salary: £18,000 - £23,000 (Depending on Experience) We are currently recruiting for experienced Financial Sales professionals within the Mortgage industry or wider Financial sales spectrum. Our client is one of the UK's largest independent Mortgage brokers and due to rapid expansion are seeking experienced account managers to join their growing company. Key Duties: Convert supplied Mortgage applications to sales of Mortgage products on a 'non advised basis' Identify and convert new business opportunities Deliver high standards of knowledge and customer service at all times Continuously update your knowledge of products to a high standard Ensure accurate notes are kept regarding all contact made with customers Experience Required: CeMap Qualified Previous financial sales experience or in general a good sales background Strong communicator Career driven Company Benefits / Additional Information: Free car parking Subsidised Gym Membership Public transport at the door TimeEazy Recruitment is acting as an employment agency in relation to this advertisement. 18000.0000 Speciality: Mortgage Advisor. Location: Doncaster, South Yorkshire

Mortgage Administrator

Thu, 16 May 2013 02:55:39 +0100

Mortgage Administrator / Processor Doncaster £14,000 - £16,000 We are currently recruiting an experienced Mortgage Administrator / Processor. This position is responsible for the smooth administration of mortgage applications / liaising between all parties with a view to completing the cases. Key Duties Review mortgage documents on a daily basis Income check compliance check these documents Submit all documents to the mortgage lender Receive incoming post and scan to the relevant files where appropriate Liaise with solicitors and other third parties where required and applicable Chase any outstanding documents Liaise with the sales team with respect to cases and progress / assist and support Experience / Person Specification Previous mortgage administration / processing essential Experience in submitting mortgage applications to lenders Knowledge of the mortgage industry as a whole If you feel this role is for you apply below. We reply to all candidate applications within 48 hours. TimeEazy Recruitment is operating as an Employment Agency in relation to this advertisement. 14000.0000 Speciality: Mortgage Administrator. Location: Doncaster, South Yorkshire

Part Time Inbound Service & Retention Staff

Thu, 16 May 2013 02:55:34 +0100

Join the home of some of the nation's best-loved brands, including Direct Line, Churchill, Privilege, Green Flag and NIG. When customers call in to amend, transfer or renew their existing insurance policies, you'll be the informed and trustworthy voice that ensures they receive a first class customer service and remain a loyal and satisfied Direct Line Group customer. And with such a wide range of Direct Line Group insurance products on offer that could also compliment the customer's lifestyle, whether that's car, home, travel or pet insurance, you'll be in a great position to identify opportunities to upsell additional policies that best suit the customer. You'll follow scripts in certain areas, but how you walk customers through the process and match products to their specific needs will be largely up to you - and you'll be supported along the way, through an extensive training and development programme. In return, you'll benefit from a competitive salary, an attractive annual holiday entitlement, a great team atmosphere, and plenty of opportunities for progression. You'll also pick from additional rewards that suit your lifestyle - and there's plenty to choose from, including pension funding, life assurance, provide medical cover, and discounted insurance plans. We're looking for people who can communicate persuasively, who have a passion for customer service, and an eye for detail. You'll adapt your approach accordingly depending on the needs of callers and will possess the determination to ensure that every call you take ends with the best outcomes having been achieved for the customer and the company. We want people to draw on their life experience, personality and individual talents, but if you have previous experience of achieving sales through delivering an excellent customer service, so much the better. Working 25 hours a week, you need to be able to work 4 out of 5 evenings Mon to Fri 5pm to 9.00pm and every Sat 11am - 5pm. If this sounds like the perfect opportunity for you, apply here today! The successful applicants will have drive and enthusiasm for helping customers and be PC literate. Must be able to pass a credit check. 10155.0000 Speciality: Loans - Other. Location: Doncaster, South Yorkshire

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