+workcircle +jobs | search results for financial controller

Credit Controller / Collections B2B Northampton (Debt Recovery)

Fri, 17 May 2013 13:30:26 +0100

An excellent opportunity for an experienced (minimum of 18 months) Collection Advisor / Credit Controller to grow and develop their career in this expanding organisation. Duties and Responsibilities: Professional and experienced telephone collector required. You will be used to working within a fast moving environment collecting from SME customers. The successful candidate will be able to demonstrate a diplomatic yet assertive collection style, able to work to deadlines within a pressurised environment. A proven track record will be rewarded by a highly competitive package. Collections Collection of accounts within the debt process. Inbound and outbound phone activity Using appropriate lettering of customers Escalating accounts where appropriate to disconnection Liaise with external suppliers Performance Management Development of industry knowledge Call assessments Debt reviews Achieving collections targets - daily monthly credit cards/ direct debits/ calls Other ad hoc duties include: 37.5 hours per week (flexible overtime may be required) dealing with invoicing queries Dealing with metering queries Reviewing top debtor accounts Up to £21,500 per annum plus excellent monthly bonuses 37.5 hours per week (flexible overtime may be required) Up to £21,500 basic per annum to start with 6 monthly salary reviews. AN EXCELLENT CAREER OPPORTUNITY FOR THOSE SEEKING PROGRESSION! 19000.0000 Speciality: Collections. Location: Northampton, Northamptonshire

Collections Credit Controller (B2B)

Thu, 16 May 2013 02:57:01 +0100

A superb opportunity for an experienced (minimum of 18 months) Collection Advisor / Credit Controller to grow and develop their career in this expanding organisation, having grown rapidly since inception some 10 years ago, this progressive comapny continues to go form strength to strength and is looking to grow further over the next 12 months. Duties and Responsibilities: Professional and experienced telephone collector required. You will be used to working within a fast moving environment collecting from SME customers. The successful candidate will be able to demonstrate a diplomatic yet assertive collection style, able to work to deadlines within a pressurised environment. A proven track record will be rewarded by a highly competitive package. Collections Collection of accounts within the debt process. Inbound and outbound phone activity Using appropriate lettering of customers Escalating accounts where appropriate to disconnection Liaise with external suppliers Performance Management Development of industry knowledge Call assessments Debt reviews Achieving collections targets - daily monthly credit cards/ direct debits/ calls Other ad hoc duties include: dealing with invoicing queries Dealing with metering queries Reviewing top debtor accounts Salary up to £21,500 basic per annum DOE 37.5 hours per week (flexible overtime may be required) Excellent mothly bonus structure - up to 20% of salary per month! PLUS EXCELLENT CAREER OPPORTUNITIES FOR THOSE SEEKING PROGRESSION! 21500.0000 Speciality: Collections. Location: Northampton, Northamptonshire

Temporary Credit Controller

Tue, 14 May 2013 08:51:17 +0100

My Client based in Oldbury West Midlands are looking for an experienced Credit Controller to work on a 3 month temporary assignment The hours are 8.00-17.00 Monday to Friday which equates to a 40 hour week. The client requires someone to taken on aged debt of up to and over 60 days. Previous Credit Control experience is essential. You must also be able to work in a team and have excellent communication skills both written and verbal. If you have the relevant experience and can get to Oldbury and can make a commitment for 3 months please contact us immediately. 8.4100 Speciality: Collections. Location: Oldbury, West Midlands

CREDIT CONTROLLER / COLLECTIONS ADVISOR

Sun, 19 May 2013 02:43:23 +0100

Job Title: CREDIT CONTROLLER Location: Bath, Somerset Salary: up to £24,000, subject to experience The Business: The company has grown steadily over recent years and now has a turnover of just over expected to rise to £13.5M during the next financial year. Currently the firm employs 164 staff of which 81 are fee earning. The post is for a Credit Controller within the Accounts Team. Each team member has their own specific area of responsibility, but is not limited to just one discipline. There is often variety in the day-to-day requirements. Your Tasks: Management of a debt book with an approximate value of £2.5M Liaising with internal clients on the telephone, by email and face to face meetings as appropriate Dealing with external clients by telephone, fax, letter, email whichever means of communication is appropriate at the time Attending to incoming correspondence in an appropriate and timely manner Maintenance of the credit control module within the company Regular reporting, communication on progress, directly with the Financial Controller Plus the usual ad hoc credit control duties as required Raise write off s paperwork Investigate reallocation of cash as necessary plus other ad hoc duties normally carried out within the Accounts function familiarising yourself with the Office Manual and in particular, financial procedures of the firm. Requirements: A minimum of 2 years credit control experience preferably within a professional practice but not necessary Experience of working with / liaising with senior management Experience of working within an Accounts environment Self motivating and able to manage own workload Operating a computer - it will be necessary for the candidate to have knowledge and prior experience of computers and Microsoft products although training is given Inter-personal skills when dealing with clients (external and internal) and others Able to work under pressure showing commitment to your boss, your colleagues and the firm in general Maintaining a diary and postal services where necessary. Additional Requirements: Personal qualities are important. The candidate would be expected to work as part of a team with other members of the team. A sense of humour is essential along with the ability to work in harmony with others, and to contribute to a pleasant working environment for all concerned. Please click the APPLY button to send your CV for this role. (Keywords Credit Control Sales Ledger, Credit Control Officer, Sales Ledger Officer, Credit Control Executive, Sales Ledger Executive, Ledger Manager, Credit Control Clerk, Finance, Financial Control Executive, Collections Advisor) 24000.0000 Speciality: Loans - Other. Location: Bath, Somerset

Financial Controller

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

Our client, a leading of business process management and integrated professional support services are seeking to recruit a Financial Controller to work in their state of the art office in the heart of Belfast city. As a Financial Controller, you will be: Providing management and control for assigned HR Solutions operational contracts ensuring month end timelines are met Providing direct financial support to Operational Management and Directors Providing financial assistance and due diligence to commercial discussions, change control and new bids Controlling costs and drive income for all contract ensuring financial process are adhered to Key Skills Qualified accountant (ACA/CIMA/ACCA) 5 years post qualification experience in industry Excellent communication skills Highly numerate with attention to detail Negotiation skills with regards to agreeing and delivering of business targets and personal goals Ability to present at Director/Profit Centre Manager level Commercial discussions/negotiations Business planning, forecasting and Bid modelling Financial training to non-finance managers Previous SAP experience would be advantageous To apply, or for further information please click on the 'apply' button. 45000.0000 Speciality: Other Financial Services. Location: Belfast, County Antrim

Collections / Credit Controller w/ Financial Services experience

Thu, 16 May 2013 02:47:27 +0100

Collections / Credit Controller with Financial Services experience SW London £25-27,000 - Initially a 6 month contract Our client is a specialist Finance Company and subsidiary of a large European financial services group, which offers Asset Finance to a variety of business channels including small businesses, large corporate and local government organisations. They currently have an exciting opportunity for a Credit Controller / Collector to join their experienced team. Working within a very busy, lively team environment, the majority of your time will be spent contacting corporate business customers by telephone to collect outstanding finance repayments. In addition, you may be involved with raising default notices and dealing with overpayments and queries that may arise internally. Further responsibilities will include assisting with the preparation of papers for serious cases where legal action may be required, ensuring compliance with regulations where applicable. This is a responsible role which will require the successful candidate to be a first class communicator, who is capable of working on their own initiative. Previous experience in an arrears management, collections, debt recovery, or credit control department is essential. In return for your hard work, the company offers excellent working conditions and a genuinely enjoyable working atmosphere where your contribution is recognised and valued. 25000.0000 Speciality: Collections. Location: South West London, London

Pensions Administration Controller

Wed, 15 May 2013 02:55:04 +0100

As a result of continued growth, this global leader is looking for Pensions Administration Controller to work within their pension’s administration team servicing both member and client queries in relation to several Defined Benefit (DB) Defined Contribution (DC) pension schemes. The Pensions Administration Controller will be the principal contact for an agreed list of clients, and maintain and develop client relationships via effective communication via the telephone. The Pensions Administration Controller will then discuss improvements in the delivery of the work and facilitate solutions to continuously improve the performance of the operation. The successful Pensions Administration Controller will need to react to and implement improvements to the way work is delivered to improve the value of the work and be involved in and support the team in the day to day work. You will conduct team meetings, develop staff member’s skills and competencies to work in a client and customer focussed environment and identify development/ training needs and coach/train within the team. Other duties will involve ensuring that the technical information is maintained and co-ordinated, capturing measures on a regular basis update control charts for weekly discussion and testing changes to the operating system and implement across team(s) following successful testing. You will also need to have relevant experience of Pensions with exposure to technical issues relating to pension scheme legislation. This is a fantastic opportunity to become part of a thriving team within a well respected organisation. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 35000.0000 Speciality: Pensions. Location: Surrey, South East England

Pensions Administration Controller

Wed, 15 May 2013 02:55:04 +0100

Credit Controller

Sat, 18 May 2013 03:31:29 +0100

Ref: EP296 Job Title: Credit Controller Salary: £16,000 per annum Hours: Monday to Friday, 8.00 am - 5.00 pm Location: Knowsley Duration: 6 months initially We have an exciting opportunity for a talented Credit Controller to work in Knowsley covering Maternity Leave for 6 months. As an experienced Credit Controller, you will have excellent communication skills and the ability to build and sustain relationships throughout the business. You will proactively work with clients to ensure that invoices are paid on time and agreeing payment dates for works completed but not yet invoiced. You will be familiar with finance control documents and processes such as debtors, monthly financial statements, allocation of cash and receipts, remittance etc. In addition, you should be able to work with varied IT systems. Some of our clients have bespoke systems, which we need to use on a regular basis. Following training, you will be expected to operate within these systems with minimal supervision. You will be comfortable working in a fast paced environment and will be able to demonstrate through your past experience. 16000.0000 Speciality: Collections. Location: Knowsley, Merseyside

Financial Services Collections Specialist

Sat, 18 May 2013 02:59:07 +0100

A prestigious organisation is offering an exciting opportunity for an experienced Financial Services Collections specialist to join their established and friendly team. Initially the position will be based in Liverpool City , however the organisation will be moving to new premises in Deeside. You will quickly be given the responsibility for your own portfolio of accounts. An immediate start is on offer therefore candidates must be available to start immediately. The Financial Services Collections Specialist will be responsible for: High volume credit control Query handling Cash allocation and sales ledger management Essential Requirements are: Bright, enthusiastic and committed to a career in collections / credit control A background in financial services A strong academic background Professional telephone manner Good attention to detail and accuracy If you have all of the above requirements for the Financial Services Collections Specialist position, then please apply now using the link below. The above vacancy is only one of many that we are handling. Marshall Moore specialises in recruiting all levels of credit control vacancies including: Junior Credit Control Clerk Accounts Receivable/Sales Ledger Assistant Sales Ledger Accounts Administrator Cash Clerk/Cash Allocation Senior Credit Controller Group Credit Controller Credit Supervisors and Credit Managers Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants. 16000.0000 Speciality: Collections.

Credit Controller

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

We are currently seeking a Debt Credit Controller to join a Collection Team within the local authority based in London Main responsibilities Able to lead, motivate and manage the collections officers team for the recovery of sundry debt To lead and be responsible for the operational implementation of agreed strategies in order to maximise cost effective recovery action To produce Performance Dashboard KPI’s in line with Service Level and Operating Level Agreement To monitor the creation and maintenance of a Charge Register (secured debt) To provide advice and guidance of complex technical referrals from the team and senior management Essential skills Professional membership - Institute of Credit Management Understanding of credit and debt recovery and analytical techniques available to assess and improve these Understanding of County Court procedures and processes Detailed knowledge of risk management/financial control techniques Understanding of control frameworks to be operated in managing complex, high-value and high-volume financial transactions Understanding of how complex IT systems can be used to enhance business efficiency and how to generate exception reporting frameworks from large databases Morgan Hunt is a multi award winning Employment Business for interim, contract and temporary recruitment and acts as an Employment Agency in relation to permanent vacancies. Morgan Hunt is an equal opportunities employer. 15.0000 Speciality: Collections. Location: City Of London, London

Financial Services Administrator

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

Financial Services Administrator Location - Poole Salary - £18,000 - £25,000 DOE Our client a leading financial services organisation based in Poole is looking for an experienced Financial Services Administrator to provide effective and efficient administration support to financial advisor and assist within the busy back office team to help ensure the department runs smoothly and efficiently. You will be reporting to the Financial Controller and duties will include: Opening post. Scanning correspondence to client record. Updating client records. Dealing with email correspondence as above. Liaising with financial adviser. Start action and diary to follow up, complete - computerised diary management. Preparation of new client meeting packs - personalised where possible ensuring availability when required. Typing of meeting notes, letters of engagement and presentation work on dictated and part completed reports. Ensuring all compliance requirements are met including identity and anti-money laundering. Ensuring all literature necessary for inclusion with recommendations and for completion at meetings is provided for the adviser - using provider websites to source necessary documentation. Process applications liaising with providers/insurance companies to ensure timely and satisfactory outcome of pension, investment and protection plans. Input and reconciliation of fees and commissions. The ideal candidate will be experienced able to work under their own initiative with a methodical attitude. Principal Duties and Responsibilities IT literate with keen eye for detail as accuracy is vital. Knowledge of Microsoft Office essential Professional telephone manner and excellent communication skills both written and oral. Previous financial services experience required. The CRM/Back office system is intelligent office - knowledge of this is useful but not essential. If you would like more information regarding the Financial Services Administrator role or wish to apply, please send your CV. All applicants will be treated in the strictest of confidence. Thanking you in advance for your application. 18000.0000 Speciality: Loans - Other. Location: Poole, Dorset

Interim Financial Accountant

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

THE OPPORTUNITY: Macildowie are currently supporting a boutique Financial Services organisation based in Nottinghamshire in their search for an Interim Senior Financial Accountant to join their central accounts function. THE ROLE AND YOUR RESPONSIBILITIES: The position will require working with the Financial Controller and will assist with the preparation of all areas of the financial accounts including the production of internal reports including board reports, balance sheet control, intercompany reconciliations, and the external reporting requirements including FCA and Office of National Statistics. EXPERIENCE SOUGHT IN THE SUCCESSFUL CANDIDATE: ACA/ACCA/CIMA Qualified Strong financial reporting background IFRS experience (essential) NB: As a result of the volume of applications we may be unable to respond with individual feedback. If we have not contacted you within five working days your application has been unsuccessful. Macildowie is a specialist recruitment consultancy with a rich history of resourcing professionals in the areas of HR TRAINING, FINANCE, PROCUREMENT SUPPLY CHAIN and SALES MARKETING. With deep roots in the East Midlands our Consultants have an unrivalled understanding of the local market. Macildowie Associates is acting as an Employment Business in relation to this vacancy. 170.0000 Speciality: Other Financial Services. Location: Nottinghamshire, East Midlands

Financial Accountant

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

My client is a well established and continually successful organisation offering a wide range of products and services within it's portfolio. Due to continued growth, the business has taken the decision to add several new qualified roles to the finance department. These new heads will be encouraged to take near full ownership of the finance function. Reporting directly into the Financial Controller the role of Financial Accountant is an integral part of this fast moving, progressive and successful finance function. The role will interface with various other areas both finance and non-finance and is key in providing technical reports to the business. The role will also involve wider exposure with the ability to improve existing processes and procedures, adding value in several areas.The ideal financial accountant candidate will ideally be making their first or second move from practice or will have had exposure to a financial accounting role within a financial services environment. As the position will manage a small team, previous supervisory experience will be beneficial. - CIMA/ACA/ACCA qualified - Financial Services experience gained in either in industry or practice will be beneficial - Excellent Communication Skills UK Market leading business based in Liverpool £30,000 - £37,000 (plus excellent 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:MPRE13296556 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Liverpool, Merseyside

Jnr Product Controller, Trading Company, City, c.&pound;40k

Thu, 16 May 2013 03:15:05 +0100

Leading global trading organisation are looking for a product controller to join their energetic and outgoing team. Reporting to the Head of Product Control in a team of 5, the role will focus on natural gas trading and duties will include: Daily PL reporting GAAP adjustment reporting Position reporting Pricing checks - Benchmark vs Heren, Summer/Winter spreads, end of month TOTEM Reporting PL reporting database development Month end balance sheet recs Project work/regression testing Developing attribution analysis Assisting with month end issues around G/L (books and records) reporting Assisting with Ops reporting Requirements: Some recent product control experience - essential Excel to Pivot table and v lookups - essential Trading industry experience - essential Self-starter, with hunger, enthusiasm, positive attitude - essential Analytical experience - essential Excellent communication skills - essential Gas trading experience - desirable, not essential Futures, FX, Fixed Price, Index Pricing - all desirable, not essential 35000.0000 Speciality: Other Financial Services. Location: City Of London, London

Debt & Credit Controller

Thu, 16 May 2013 02:47:21 +0100

Job Description This is a great opportunity to join a successful, dynamic Collection Team within the local authority. You will be a hands-on Collections Controller supporting a team of Collection Officers, with professional and informative approach. You will have no direct staff responsibility. The successful candidate will be expected to have experience in sundry debt collection dealing with both company and individual debtors. In addition to demonstrate a methodical and positive attitude, excellent management and excellent communication skills. Plus ability to show accuracy in reporting to senior management. Previous experience within a Collections environment is essential. 17.7400 Speciality: Other Financial Services. Location: London, South East England

Financial Controller

Tue, 14 May 2013 02:48:22 +0100

You will take personalresponsibility for reporting and monitoring the financial performance of the Company and ensuring the security of financial information. - Prepare and validate monthly management accounts, including PL and balance sheet forecasts. - Communicate as appropriate both internally and externally. - Prepare variance analysis schedules and provide analytical support for business unit reviews. - Provide analysis of inventory levels and ensure the integrity of this data. - Prepare material cost reconciliations against standard and budget assumptions. - Ensure all assets within the company are adequately protected. - Contribute to maximise the profitability of the business. - Prepare annual budgets in liaison with all relevant departments. - Utilise and give support in the development of the business ERP system. Ideally a qualified accountant with a proven track record in a manufacturing business. Our client - a niche manufacturing business based in Halifax and one of the fastest growing businesses in the UK - is look to add a Management Accountant to its growing finance team. £30,000 to £38,000 p.a. 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:MPRE13289679 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Halifax, West Yorkshire

Credit Controller, Italian

Sat, 18 May 2013 03:29:48 +0100

Would you like to work for the world's leading site for business and financial news? Our client has an exciting opportunity for a highly motivated Credit Control Representative to join our fast-paced Customer Financial Services team. Based in Central London, the team is responsible for the whole of the Europe, Middle East and Africa region. The successful individual will be responsible for ensuring the timely receipt of invoices, answering all customer queries (including checking and following up on overdue accounts) and will work alongside internal departments, such as Sales, Communications and Installations to answer clients' queries. You will also work alongside our New York billing team to resolve pricing issues and terminal inventory disputes, as well as attend regular team meetings with Sales to build strong working relationships and identify key areas for improvement. The role will also involve attending client visits when necessary. The successful individual will be responsible for ensuring the timely receipt of invoices, answering all customer queries (including checking and following up on overdue accounts) and will work alongside internal departments, such as Sales, Communications and Installations to answer clients' queries. You will also work alongside our New York billing team to resolve pricing issues and terminal inventory disputes, as well as attend regular team meetings with Sales to build strong working relationships and identify key areas for improvement. The role will also involve attending client visits when necessary. Fluent Italian is necessary. 25000.0000 Speciality: Loans - Other. Location: City Of London, London

Senior Pensions Administrator

Fri, 17 May 2013 13:31:29 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Senior Pensions Administrators to work within the pension’s administration team servicing both member and client queries in relation to several Defined Benefit (DB) pension schemes. The successful senior pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. In addition, the senior pension’s administrator will contribute to associate pensions training and development and provide basic training for junior pension’s associates as well as supervising them and also deputising in the absence of the Pensions Administration Controller. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for an experienced pension’s administrator who is looking for the next step in their career path. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 28000.0000 Speciality: Pensions. Location: Welwyn Garden City, Hertfordshire

Pensions Administration Coordinator

Fri, 17 May 2013 13:31:13 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for a Pensions Administration Coordinator to work within the pension’s administration team servicing both member and client queries in relation to DB Occupational Pension schemes. The successful Pensions Administration Coordinator will help to provide an efficient, professional service to meet all client/member's needs and deal with simple queries and requests by the use of standard letters. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. The Pensions Administration Coordinator will need to develop knowledge of client's pension schemes, be a point of reference for standard automated cases and also assist in more complex / project work when required including the ability to perform manual pension calculations. This is a fantastic opportunity to work with a professional company within a friendly environment Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 28000.0000 Speciality: Pensions. Location: Surrey, South East England

Pensions Administration Coordinator

Fri, 17 May 2013 02:44:12 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for a Pensions Administration Coordinator to work within the pension’s administration team servicing both member and client queries in relation to DC Occupational Pension schemes. The successful Pensions Administration Coordinator will help to provide an efficient, professional service to meet all client/members' needs and deal with simple queries and requests by the use of standard letters. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. The Pensions Administration Coordinator will need to develop knowledge of clients’ pension schemes, be a point of reference for standard automated cases and also assist in more complex / project work when required including the ability to perform manual pension calculations. This is a fantastic opportunity to work with a professional company within a friendly environment. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 26000.0000 Speciality: Pensions. Location: Leeds, West Yorkshire

Debt Control Manager

Sat, 18 May 2013 02:52:15 +0100

Debt Control Manager Are you a good team player, looking for an exciting and rewarding career in an expanding company? Are you a driven and motivated individual with the desire to succeed? If you are someone who possesses good negotiation skills and the ability to build positive working relationships with customers, then this is the perfect career move for you. As a debt control manager your primary responsibility will be to ensure that our customers manage their payments. A debt control manager will make telephone contact with these customers, send correspondence and, if necessary, visit them in their home. The debt control manager will also be responsible for taking overdue payments and counselling customers to help get them back on track. This is a very target and results oriented position with the focus on customer service and arrears management. You must be able to demonstrate the enthusiasm and desire to achieve set targets and excellent training will be provided. A driving licence is essential. The types of benefits you can expect are: Excellent OTE opportunities No Sunday trading 20 days Holiday Entitlement increasing with service to 25 days Stakeholder Pension Discounted staff purchases (after a qualifying period) Childcare Vouchers Scheme We are looking to speak to people who have come from similar roles such as - debt recovery, debt management, debt collection, collection, account manager, relationship manager, enforcement officer, arrears officer, arrears manager, arrears controller. 18000.0000 Speciality: Collections. Location: Cardiff, South Glamorgan

Paraplanner

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

Our client is a high profile, forward thinking organisation, in Warrington, who are the forefront of Independent Financial Advice. The Financial Advisers are supported by committed administration and Paraplanning teams with the latest technology and market leading software. As a result of company expansion, our client is seeking to recruit a qualified and experienced Paraplanner, who has experience of carrying out research, producing suitability letters and application packs for Advisers to use with their clients. The suitable candidate will ideally have used OM Pension Profiler, and produced TVAS reports. The role will also involve providing technical support and guidance to other members of the team and to the large team of Advisers. Normal working hours are 9.00 to 5.00. The role is based in a thriving business location in Warrington Town Centre. Our client is offering an attractive salary, dependant on experience and qualifications. If you are looking for your next Paraplanner role, and have the required knowledge and experience, please send a CV and Covering Letter to Sam Brown. Paraplanner, TVAS, Technical Support, Financial Adviser, Diploma, Chartered, Report Writing, Valuation, Fact Finding, Adviser Support, Research, Financial Services, Financial Planning, Financial Controller. 28000.0000 Speciality: Paraplanning. Location: Warrington, Cheshire

Paraplanner - Cheshire

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

Our client is a high profile, forward thinking organisation, in Cheshire, who are the forefront of Independent Financial Advice. The Financial Advisers are supported by committed administration and Paraplanning teams with the latest technology and market leading software. As a result of company expansion, our client is seeking to recruit a qualified and experienced Paraplanner, who has experience of carrying out research, producing suitability letters and application packs for Advisers to use with their clients. The suitable candidate will ideally have used OM Pension Profiler, and produced TVAS reports. The role will also involve providing technical support and guidance to other members of the team and to the large team of Advisers. Normal working hours are 9.00 to 5.00. The role is based in a thriving business location in Cheshire. Our client is offering an attractive salary, dependant on experience and qualifications. If you are looking for your next Paraplanner role, and have the required knowledge and experience, please send a CV and Covering Letter to Sam Brown. Paraplanner, TVAS, Technical Support, Financial Adviser, Diploma, Chartered, Report Writing, Valuation, Fact Finding, Adviser Support, Research, Financial Services, Financial Planning, Financial Controller. 28000.0000 Speciality: Paraplanning. Location: Cheshire, North West England

Finance Manager

Sat, 18 May 2013 02:59:11 +0100

Finance Manager Derbyshire £40 - £50k Bonus Great Benefits Company: My client is well known employer in the service sector. They are located in Derbyshire and have plans for expansion and growth over the upcoming financial year. Role: Due to recent growth my client is seeking to appoint an experienced Finance Manager to oversee the day-to-day running of the finance function and management of the Finance team. You will have responsibility for managing a number of the Business Units, overseeing and reviewing the financial performance reporting and decision support processes, inclusive of: - Financial Control of Business Units overheads - Establishing cost reduction action plans - Support the Operations Manager Business Controller in driving improvements in profitability cash flow - Coordinating Budgeting Forecasting processes - Month End Financial Reporting - Managing Cost Centres Charges - Implementing new financial procedures Processes - Communicating financial performance and key issues at weekly performance meeting with Finance Director their management team. . Person: Ideally you will be a qualified accountant, CIMA ACA OR ACCA, with an impressive track record of efficiencies and cost reduction. Strong technical accounting skills, along with strong staff management experience are key to this role. 40000.0000 Speciality: Loans - Other. Location: Derbyshire, East Midlands

Commercial Finance Analyst

Tue, 14 May 2013 03:05:35 +0100

Commercial Finance Analyst Location: High Wycombe, Buckinghamshire Type: Permanent, full-time Salary: £28,000 per annum negotiable depending on experience Our Client is a large national company and one of the market leaders in the field. They are looking for an experienced Commercial Finance Analyst To support the Finance Planning Analysis Controller in providing 1st class commercial analysis to the Retail and Marketing teams for a Customer first project. A broad and varied role includes: assisting with the delivery of critical business information providing performance analysis of the project providing financial information and commercial analysis identifying cost risks and opportunities, identifying trends/core business drivers of the project. Need to demonstrate financial analysis skills and commercial acumen, alongside the ability to influence the business community and challenge the business operators and senior management. Main Accountabilities: Provide financial preparation of 'end to end’ investment/capex appraisal, including post investment review Providing analytical support to the retail Marketing teams to enable them to deliver their company targets and improve business profitability. Provide analytical and financial support relating the project to other areas of the business Provide explanations to senior management around key variances to expectations Monitoring cash outflows of the project Explaining trend analysis Building robust working relationships across finance and operational departments, true finance partner to the business. To support the Budget and Forecasting process for Sales and Margin. Prepare competitor/supplier analysis for commercial teams on terms negotiations/trend information. Drive the Finance agenda in the business and promote good communication with all departments Any other ad-hoc related tasks, including new projects Principal Skills Attributes Required: Part Qualified Accountant Commercial nous, ability to read retail initiatives Understanding of project appraisals including return on investment, cash flows, capital expenditure Ability to prioritise, organise, juggle tight deadlines, whilst working under pressure. Confidence and ability to challenge. Attention to detail Self-starter Exceptional communication skills, Commercial awareness/acumen Excellent PC skills (Excel, Vision) PowerPoint Word Behaviours Required: Positive, 'Can do’ attitude at all times Resilient Flexible approach to work and workload Open and honest approach at all times Customer Focused (Both external and internal customers) Team player Supportive 28000.0000 Speciality: Retail Financial Advisor. Location: High Wycombe, Buckinghamshire

Management Accountant

Tue, 14 May 2013 02:48:22 +0100

An exciting opportunity has arisen for a temporary to permanent management accountant with strong business partnering skills. This role will be reporting to the group financial controller and responsible for providing financial support and high levels of service for two business units within the organisation regards to the monthly reporting, forecasting, budgeting, strategy implementation and control. The temporary to permanent management accountant will also be responsible for the following day to day duties: - Preparation of monthly management accounts for two business units (turnover unit one £10m unit two £3.5m) - Monthly PL, including variance analysis, balance sheet cash flow - Quarterly forecast plus development of annual rolling forecast - Establish robust and meaningful forecasting analysis - Development of detailed sales analysis - Preparation and presentation of annual budgets - Offering professional judgement on financial matters and advising on ways of improving business performance - Supporting financial management of capex proposals - Attending monthly financial reviews with divisional MD, CEO and Group FD - Other ad hoc duties as and when required - Relevant financial experience, commercially astute - Temporary to permanent management Accountant - Qualified Accountant CIMA or ACCA - IT Literate with extensive working knowledge of windows based software - Numeracy, communication and literacy skills - Advanced knowledge of Excel - Strong business partnering skills is key to this opportunity - Travel to the other site in North Wales will be required from time to time Leading Business Services Company in the UK £30,000 - £40,000 (Plus excellent 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:MPRE13298868 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Chester, Cheshire

Funding Analyst

Wed, 15 May 2013 02:16:13 +0100

My Client is looking for a Funding Analyst to ensure the funding aspects of their financial department are managed in an accurate and professional manner. You will also provide support to their Finance Team. Duties will include: Arranging drawdowns on a quick turnaround and resolving any drawdown issues with the appropriate Department in accordance with the agreed process. Maintaining developing the Finance database. Obtaining credit facilities for corporate clients, monitoring credit lines and co-ordinating with various Finance Houses. Liaising with Funders and internal customers to ensure that internal and external queries are dealt with punctually and professionally. Reconciling all accounts monthly. Preparing commissions and monthly drawdown reports. Managing payments and ensuring the Management Accountant and/or Financial Controller is aware of creditor position and any up and coming high levels of payments that may affect cash flow. Obtaining and verifying early termination quotes from Funders and allocating settlements. Facilitating Funder audits and quarterly Funder meetings. Successful candidates will have: In-depth experience of working within a finance environment. In-depth experience of working in a similar role that requires attention to detail and excellent administration and organisational skills. The ability to produce quality work to tight deadlines and under pressure. Ability to communicate clearly in writing and orally. Good problem solving ability. Confident telephone manner. The ideal candidate will be empathic, positive and flexible, with a professional manner and a high level of personal integrity. 19000.0000 Speciality: Other Financial Services. Location: Surbiton, Surrey

Management Accountant 6-9 Months

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

Our client one of the regions most respected and reputable Manufacturing businesses is currently looking to appoint a Management Accountant for a 6-9 month fixed term contract. Reporting to the Manufacturing Financial Controller and with responsibility for 2 staff you will be responsible for providing timely and accurate management accounting, production forecasting and analytical support to core functions and business streams. Your principal duties will include preparation and presentation of month end close preparation of quarterly forecasts and annual plans the management of annual and periodic stock takes standard costing, variance analysis, absorption rate and bill of materials as well as driving operational and cost efficiency through the better use and understanding of ERP and stock systems. As well as providing management information and business partnering advice you will also be responsible for overseeing various balance sheet activities as well as assisting with the continuous development and roll out of a new ERP systems. This is an excellent opportunity for a qualified or finalist level accountant / finance manager (ideally from a manufacturing / engineering background) to prove themselves in a very forward thinking and dynamic listed business. Advantageous to this role will be a good working knowledge of ERP systems coupled with intermediate to advanced level Excel skills. Macildowie Associates is acting as an Employment Business in relation to this vacancy. 36000.0000 Speciality: Other Financial Services. Location: Northampton, Northamptonshire

Management Accountant

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

An industry leading Business Services company are currently looking for an astute management accountant to join their reputable headquarters in Wrexham. Reporting directly into the Financial Controller, the Management Accountant will have prior industry experience, with an appetite to gain a thorough understanding of the wider business with exposure to senior stakeholders. The successful incumbent can expect to work autonomously whilst having the support and infrastructure to develop ideas for future financial strategy. This is a high profile that rarely comes on to the market. - ACA/CIMA/ACCA qualified accountant - A proven track record of accurate reporting and analysis within industry - Excellent interpersonal skills and the ability to communicate with stake holders at all levels - Sector relevant experience would be beneficial An industry leading Business Services company in Wrexham £30000 - £40000 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:MPRE13298012 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Wrexham, Clwyd

Commercial Analyst

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

This is an exciting opportunity to join a growing Cambridge based FMCG business as a commercial analyst. Working in this highly visible role you will be responsible for providing first class management information to commercial teams within the organisation. Reporting to the financial controller the commercial analyst will be responsible for: - Provision of MI - KPI analysis - Pricing analysis - Margin analysis - Assisting with budgeting and forecasting Our client is looking for the following: - Part Qualified accountant - Strong Excel Skills - Experience supporting commercial teams The PQE identified on this advertisement is a guide only and does not preclude applications from those with more or less PQE. A growing FMCG business. £30,000 - £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:MPRE13296616 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Other Financial Services. Location: Cambridge, Cambridgeshire

Payment Settlement Controllers

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

The Role As the Payment Settlement Controller you will be responsible for the payment and settlement of Merchant and Card Scheme processing. Undertake exception processes including manual ad- hoc payments, reprocessing Card Scheme rejections, Card Reward payments and submission of MI information. Key Accountabilities Substantiation of monies received in from Card Schemes, such as Visa and MasterCard. Prepare, check and release Merchant payment in numerous currencies using various payment methods. Acquire specialist knowledge to provide accurate advice and information to both internal and external sources in a timely and professional manner, taking full ownership through to resolution. Prioritise workload effectively throughout the day to ensure all SLA's are adhered to Work as part of the team to ensure daily objectives are met. Continually look for way of improving efficiencies, providing potential solutions and follow through to implementation. - Ad-hoc tasks as requested by Financial Business Services Leadership team. Skills and Experience Working knowledge of payment systems would be an advantage Qualification or working towards AAT, Accounting or Finance Degree Proficient in MS Office, especially Excel High level of analytical skills and attention to detail. Must be able to work in a fast moving, challenging environment, highly motivated and able to prioritise and deliver to deadlines. Ability to look beyond the numbers to identify issues and anomalies. About Us WorldPay is a leading financial technology company. Every second of every day, we help businesses around the world to collect payments swiftly and securely. In fact, there's a good chance that WorldPay took care of your last payment - be it a winter coat or a summer holiday - you just didn't know it. Right now we're on a fresh and exciting journey that will see us become an even greater force within our field. We're positively brimming with opportunity and potential. In short, this is a brilliant time to join us. Become part of the team at our brand new Manchester Business Support Centre in the fashionable area of Spinningfields. We're right at the heart of the vibrant business community, with an enviable choice of stylish shops, bars and restaurants on our doorstep. 0.0000 Speciality: Loans - Other. Location: Manchester, Lancashire

Management Accountant

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

Our client is seeking a high calibre Management Accountant to join their Coventry team and work closely with the Financial Controller to provide financial accounting information and support to key decision makers in the senior management team. You will be working in a fast paced environment and require the ability to communicate in a concise and coherent manner with non finance individuals. You will also be regularly involved with the review and monitoring process of key projects as well as keep a keen eye on the KPIs to ensure the business remains profitable. Our client is seeking individuals from a CIMA or ACCA background with excellent IT skills and in particular Excel. Internal Controls and Audit experience is a distinct advantage. You will have the ability to work to time critical deadlines and be able to take ownership of your portfolio of work. There is a strong team spirit and someone who is able to work well within that environment is likely to be warmly welcomed. Our client is a nationally recognisedUtilities Telecoms business based in Coventry and are seeing an unprecedented level of growth in recent times. c£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:MPRE13294933 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Coventry, West Midlands

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

Recruitment Consultant - Finance - St. Albans

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

Organisation Description Reed Finance specialise in the recruitment of senior and executive level Finance professionals for both permanent and temporary (interim) positions across all industry sectors. With it's unrivalled ability in matching the skills and ambitions of talented individuals into top finance roles, Reed Finance has become one of the best known and trusted recruitment brands in the industry. Reed Finance attracts hundreds of new, qualified finance candidates every month, to place into roles including: Finance Director Tax Specialist Management Accountant Financial Controller Project Accountant Business Analyst Internal and External Auditor Job Description The role of a Recruitment Consultant within RSR is a professional sales role which can often be quite tough and demanding. For the right person, it is also very rewarding and exciting and can provide an excellent career as well as excellent earning potential. As a Recruitment Consultant, you will be involved in the following Developing business with new clients over the phone Attending business meetings with new and existing clients Maintaining working relationships with existing clients and identifying opportunities for further business Sourcing candidates to match your clients' recruitment needs Advertising vacancies in a professional and attractive manner, in order to find the best candidates Thoroughly Interviewing candidates and preparing them for interviews with your clients Negotiating offers between your clients and candidates Person Specification A Recruitment Consultant will be targeted on both activity (e.g. sales calls and meetings) and financial billings on a weekly and monthly basis and are expected to achieve and exceed the targets agreed. Our Consultants come from a range of backgrounds and having recruitment experience is not the most important attribute. To be successful within our business we look for someone with the following attributes: An ability to sell An ability to think on your feet and think creatively To be consultative in your sales approach To be able to negotiate and influence decision makers To be good at building long standing relationships within a business environment The right mindset - honest, flexible and reliable, with the determination to succeed What Reed can offer you... Unrivalled training through the Reed Recruitment Academy, as well as a Management Academy for our future managers A competitive and transparent development plan for Consultants - promotions and pay rises are based on your performance, meaning you have more control A generous and uncapped bonus package based on performance Rewards for innovation and ideas to improve the way we work Long service awards which include paid sabbaticals 25 days holiday plus the flexibility to buy, sell and carry holiday over Reed Specialist Recruitment is an equal opportunities employer. We aim to ensure that no candidate or employee receives less favourable treatment on the grounds of gender, race, disability, sexual orientation, religion or belief, age, gender reassignment, marital or civil partnership status, pregnancy or maternity. We offer a guaranteed interview scheme for disabled applicants who meet the minimum criteria. 17000.0000 Speciality: Sales & Business Development. Location: St. Albans, Hertfordshire

Purchase Ledger - West Sussex

Wed, 15 May 2013 03:14:48 +0100

A busy regulatory firm based in West Sussex seeks a Purchase Ledger Administrator to join the team. This role will support the Assistant Financial Controller ensuring accurate and timely accounting records are kept up to date for all the group. The main duties will include: - Maintain accurate and up to date supplier records - Raise purchase order forms - Ensure purchase invoices and staff expenses are authorised - Respond to customer supplier enquiries - Enter cash book payments - Assist with bank and other reconciliations - Deal with general administration and projects as required Candidates must have basic bookkeeping skills and have previous experience working within an accounts department. This will suit a confident individual who is able to communicate at all levels. 16000.0000 Speciality: Other Financial Services. Location: Horsham, West Sussex

Pensions Administrator

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

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Pensions Administrators to work within the pension’s administration team servicing both member and client queries in relation to several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. The successful pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for a pension’s administrator who is looking for a long term career path. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 20000.0000 Speciality: Pensions. Location: Leeds, West Yorkshire

Pensions Administrator

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

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Pensions Administrators to work within the pension’s administration team servicing both member and client queries in relation to several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. The successful pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for a pension’s administrator who is looking for a long term career path. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 20000.0000 Speciality: Pensions. Location: Leeds, West Yorkshire

Pensions Administrator

Tue, 14 May 2013 03:05:33 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Pensions Administrators to work within the pension’s administration team servicing both member and client queries in relation to several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. The successful pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for a pension’s administrator who is looking for a long term career path. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 21000.0000 Speciality: Pensions. Location: Redhill, Surrey

Pensions Administrator

Tue, 14 May 2013 03:05:33 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Pensions Administrators to work within the pension’s administration team servicing both member and client queries in relation to several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. The successful pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for a pension’s administrator who is looking for a long term career path. Ashe Consulting is an Executive Search Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software Systems Pensions Payroll / Accounts. 21000.0000 Speciality: Pensions. Location: Redhill, Surrey

Management Accountant

Tue, 14 May 2013 02:48:22 +0100

Our client is seeking a high calibre Management Accountant to join their Coventry team and work closely with the Financial Controller to provide financial accounting information and support to key decision makers in the senior management team. You will be working in a fast paced environment and require the ability to communicate in a concise and coherent manner with non finance individuals. You will also be regularly involved with the review and monitoring process of key projects as well as keep a keen eye on the KPIs to ensure the business remains profitable. Our client is seeking individuals from a CIMA or ACCA background with excellent IT skills and in particular Excel. Internal Controls and Audit experience is a distinct advantage. You will have the ability to work to time critical deadlines and be able to take ownership of your portfolio of work. There is a strong team spirit and someone who is able to work well within that environment is likely to be warmly welcomed. Our client is a globally recognised manufacturing business based in Coventry and are seeing an unprecedented level of growth in recent times. c£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:MPRE13286264 Michael Page is a world leading recruitment consultancy. 30000.0000 Speciality: Loans - Other. Location: Coventry, West Midlands

Pensions Administrator

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

A fantastic opportunity has arrived working as an Pensions Administrator for a well established Global professional services company. The Role 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 Coordinator/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 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 company's 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. The Person 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. Experience in either DB or DC pensions administration. Grade C in GCSE maths and English essential. The Benefits In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a Pension Scheme, an annual discretionary bonus, 23 days holiday and a fantastic flexible benefits scheme. PLC1305-48 - 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, 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. 17000.0000 Speciality: Pensions. Location: Leeds, West Yorkshire

Senior Administrator/Admin Manager - Leading IFA

Tue, 14 May 2013 03:05:56 +0100

Admin Manager/Senior Administrator - HNW IFA Based: Guildford Salary: to £32,000 benefits My client, a leading HNW IFA is looking to recruit an experience Administration Manager to manage the administration function and staff within this busy office. The client is an expanding, well established, professional and highly reputable HNW IFA that services predominantly individual clients. This position will involve the day-to-day management of their small administration team and will include: Administration Management The Administration Manager will take on the responsibility for all aspects of the Administration team including all training and competence and will ensure delivery of all work within deadlines set and to a high standard. Ensure adequate administrative support for all Advisory work is continuously in place and where this is not the case, to instigate appropriate recruitment of new staff, either temporary or permanent. Conduct regular and annual development reviews of Administration Team along with organisation of regular team meetings. Authorise holiday requests, ensuring that adequate levels of cover are maintained. General Administration Client valuations Client reviews to be carried out according to date prompt from 1st Software. Oversee the delivery of accurate valuations and reviews to clients by Administrative Staff, according to 1st Diary prompts. Ensure all applications are processed on same day as received, 1st updated and any copies filed. Check all application forms Any other administrative work in office to be undertaken as required following administrative procedures. 1st Client Database Management Maintain the accuracy and the organisation of the 1st Software. Where necessary liaising with the 1st Software team to conduct data cleansing exercises. Training all new and existing staff on use of the database. Providers Manage the company relationship with Life offices and Fund Providers in conjunction with the Investment Research Team. Liaise between administrative staff and Co-Funds/LG/FundsNetwork/James Hay management on all non-routine and problem areas. Maintain provider’s statistics and commission payments. Invoicing Responsible for ensuring invoices are issued in a timely manner. Debtors to be monitored in conjunction with the Financial Controller and debtors chased where required. Investment Management Service Responsible for ensuring all IMS clients are invoiced with 1 week of end of quarter when rebalance occurs. The successful candidate MUST have life, pension and investment administrative experience gained from an IFA environment. The client may consider applications from candidates with a provider background if their technical knowledge covers the range of life, pension and investment products. Previous supervisory/management experience is essential including recruitment, training, monthly/annual reviews etc. The client will not consider applications from candidates without both relevant technical and supervisory experience. FPC (or equivalent) qualifications are preferred, although not essential if the candidate has the desire to achieve them. Knowledge of 1st Software is advantageous. The Admin Manager will be highly personable, a natural leader and team player, with excellent administrative and organisational skills. They will be able to multi-task and prioritise, possess a keen eye for detail, and able to remain calm and focused when in pressurised situations. This position will involve close liaison with directors, staff and clients therefore excellent communication skills, both spoken and written are absolutely essential. 26000.0000 Speciality: Sales Support. Location: Guildford, Surrey

Customer Account Manager OTE &pound;21,000 - &pound;27,000

Tue, 14 May 2013 03:05:08 +0100

Customer Account Manager: Payments/Collections team Basic salary £14 ,500 - £18 ,000. OTE £22,000 - £25 ,000 About the role. If you are someone who possesses good negotiation skills and the ability to build positive working relationships with customers then then this could be the perfect move for you. Based in Manchester near Salford Quays, Pomona Strand, we are looking to recruit for a customer account manager who will be solely or joint responsible for the customer service collections of a recurring customer invoice base of between 250 - 350 depending on experience. The successful candidates primary responsibility will be to ensure that our customers settle their outstanding invoices in a timely fashion and that you take appropriate action and manage situations where invoices accrue arrears in a prompt, efficient and professional manner, dealing with the full range of collections activity as applicable for each customer invoice. A good proactive positive attitude towards helping customers who are experiencing financial difficulties is essential for this role, along with a focus on customer service and arrears management. The successful candidate should have the ability to communicate at all levels with good written and verbal skills and work well either on their own or within a team. Contracted Hours 42 per week 40 during the week the others hours are made up on the Saturday 1 Saturday in every 3 8 Hours per day Business Hours: Monday - Thursday 8:00am - 8pm. Friday 9am - 6pm. Saturday 8am - 2pm or 9am - 3pm. The types of benefits you can expect are Excellent OTE opportunities. Basic Salary. Individual and Team bonus paid monthly. Free Health shield Essentials Membership Level one after 6 months. 20 days Holiday Entitlement increasing with service to 25 days. Flexibility shift patterns. Childcare Vouchers Scheme. Working within a team. Free Parking at the present time Key accountabilities Contacting customers via the telephone with a view to establishing implementing a payment to outstanding invoices Updating the customer database with full details relating to customer calls and arrangements made Monitoring customer payment plans Liaising with 3rd party lenders, outsource collection companies and customer representatives including the CAB, Solicitors and Debt Management Companies Ensure that Collections targets are met. Experience: We are looking for people with a credit/collections/sales/ background, whether in a consumer or business environment, is essential. You could already be in an account management or performance management role and be interested in taking on a new challenge. You must also be interested in operational management and be keen to develop your skills. You will be an excellent influencer and be able to thrive whilst working against daily and weekly KPIs. Ideally you will have a good track record of being a self starter with a good collection or sales record in the consumer industry. As part of this you will demonstrate good organisational skills in order to effectively deal with case load requirements. Excellent decision making, negotiating and influencing abilities are essential in performing this role. Experience of working with contact centres is also preferable, however we are looking to speak to people who have come from similar roles such as - account management, debt recovery, debt management, debt collection, relationship management, arrears officer, arrears manager, customer sales, arrears controller and or worked in a banking/finance role. 14500.0000 Speciality: Collections. Location: Salford, Lancashire

Pensions Administration Controller

Wed, 08 May 2013 01:14:06 +0100

As a result of continued growth, this global leader is looking for Pensions Administration Controller to work within their pensiona€ s administration team servicing both member and client queries in relation to several Defined Benefit (DB) & Defined Contribution (DC) pension schemes. The Pensions Administration Controller will be the principal contact for an agreed list of clients, and maintain and develop client relationships via effective communication via the telephone. The Pensions Administration Controller will then discuss improvements in the delivery of the work and facilitate solutions to continuously improve the performance of the operation. The successful Pensions Administration Controller will need to react to and implement improvements to the way work is delivered to improve the value of the work and be involved in and support the team in the day to day work. You will conduct team meetings, develop staff membera€ s skills and competencies to work in a client and customer focussed environment and identify development/ training needs and coach/train within the team. Other duties will involve ensuring that the technical information is maintained and co-ordinated, capturing measures on a regular basis update control charts for weekly discussion and testing changes to the operating system and implement across team(s) following successful testing. You will also need to have relevant experience of Pensions with exposure to technical issues relating to pension scheme legislation. This is a fantastic opportunity to become part of a thriving team within a well respected organisation. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts. Location: Home Counties / Surrey

Divisional Controller, 120,000- 130,000 - New York City, NY, USA

Thu, 16 May 2013 02:07:06 +0100

Newly created position that will be responsible for management of four senior accountants in the preparation of financial reports and related analysis.

Financial Controller, circa 80K + bonus & benefits - Central London, United Kingdom

Thu, 28 Mar 2013 01:30:03 +0000

We are currently recruiting for a high profile luxury goods brand based in Central London. This role works as the number two in finance, reporting to the Finance Director, and manages a small but growing team.

Financial Controller, Competitive - Houston, TX, USA

Wed, 15 May 2013 02:37:29 +0100

One of the largest oilfield services companies

Senior Pensions Administrator

Sat, 25 Jun 2011 02:15:09 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Senior Pensions Administrators to work within the pensiona€ s administration team servicing both member and client queries in relation to several Defined Benefit (DB) pension schemes. The successful senior pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. In addition, the senior pensiona€ s administrator will contribute to associate pensions training and development and provide basic training for junior pensiona€ s associates as well as supervising them and also deputising in the absence of the Pensions Administration Controller. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for an experienced pensiona€ s administrator who is looking for the next step in their career path. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.For more information please visit www.asheconsulting.co.uk Location: Home Counties / Hertfordshire

Pensions Administrator

Wed, 17 Apr 2013 06:49:07 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Pensions Administrators to work within the pensiona€ s administration team servicing both member and client queries in relation to several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. The successful pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for a pensiona€ s administrator who is looking for a long term career path. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts. Location: Home Counties / Surrey

Pensions Administration Coordinator

Fri, 01 Mar 2013 03:48:45 +0000

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for a Pensions Administration Coordinator to work within the pensiona€ s administration team servicing both member and client queries in relation to DC Occupational Pension schemes. The successful Pensions Administration Coordinator will help to provide an efficient, professional service to meet all client/members' needs and deal with simple queries and requests by the use of standard letters. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. The Pensions Administration Coordinator will need to develop knowledge of clientsa€ pension schemes, be a point of reference for standard automated cases and also assist in more complex / project work when required including the ability to perform manual pension calculations. This is a fantastic opportunity to work with a professional company within a friendly environment.Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts. Location: Yorkshire / Leeds

Pensions Administration Coordinator

Thu, 29 Sep 2011 02:12:23 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for a Pensions Administration Coordinator to work within the pensiona€ s administration team servicing both member and client queries in relation to DB Occupational Pension schemes. The successful Pensions Administration Coordinator will help to provide an efficient, professional service to meet all client/members' needs and deal with simple queries and requests by the use of standard letters. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. The Pensions Administration Coordinator will need to develop knowledge of clientsa€ pension schemes, be a point of reference for standard automated cases and also assist in more complex / project work when required including the ability to perform manual pension calculations. This is a fantastic opportunity to work with a professional company within a friendly environmentAshe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.For more information please visit www.asheconsulting.co.uk Location: Home Counties / Surrey

Pensions Administrator

Wed, 08 May 2013 01:24:09 +0100

This global leader, which prides itself on enhancing financial and retirement security, has a global workforce of more than 7,000 employees. As a result of continued growth, they are looking for Pensions Administrators to work within the pensiona€ s administration team servicing both member and client queries in relation to several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. The successful pensions administrator will help to provide an efficient, professional service to meet all client/members' needs. By building relationships with the clients, you will be able to identify areas where the service to clients/members could be improved and then to communicate these to the Pensions Administration Controller. In this way you will be able to improve operational efficiency and reduce costs. Strong time management, organisation and prioritisation skills will be a must in order to successful for this position. This will be an ideal role for a pensiona€ s administrator who is looking for a long term career path. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts. Location: Yorkshire / Leeds

Financial Consultant OTE Up To &pound;50K

Wed, 15 May 2013 02:49:38 +0100

Financial Consultant (OTE Up To £50K) Field Based (covering Scotland) £35,000 (OTE Year 1 £40,000 - £50,000, Year 2 £70,000 - £100,000) Plus Expenses, Pension Contribution, Life Cover, Healthcare, PHI ,25 Days' Holiday Are you a sales superstar with experience in the pensions sector and superb knowledge of finance legislation and regulations? Looking to join a rapidly expanding company offering excellent on-the-job training? If so, look no further. Our client specialises in the area of pension-led business funding and, since 1986, they have offered specialist financial services to business and individuals throughout the UK. Building relationships with business owners over this time has allowed them to develop business finance, business strategy and individual wealth management solutions that are relevant, appropriate and successful. An opportunity now has arisen for a Financial Consultant to join their team. As a Financial Consultant, you will be responsible for expanding our client's existing customer-base across Scotland. Primarily, you will promote business funding solutions and cross-sell the company's diverse financial products to potential customers. Qualified leads will be provided for both new and existing corporate customers. You will be expected to undertake a full review of the customers' circumstances and work alongside a dedicated sales support team to provide workable, innovative business solutions. In this dynamic role, your other duties will include: - Visiting business nationwide to review their business funding requirements - Preparing reports and recommendations - Managing and maintaining effective client relationships - Updating CPD records regularly in order to meet compliance requirements Interested? To be considered for this superb opportunity, you must have: - Sales experience gained within the B2C sector - Experience in the pension sector - An excellent understanding of all relevant legislation and regulation for products being sold - Excellent knowledge and understanding of regulatory (FSA) procedures, requirements and changes - Level 4 Diploma in Financial Advisory or be working towards this As a Financial Consultant, you must possess excellent communication and interpersonal skills. You will be a diligent, driven, self-starter and a confident presenter. Your adaptive selling techniques will be second to none. Whilst not essential, industry specialist knowledge in SSAS and SIPP contracts would be beneficial to your application. To apply for the role of Financial Consultant, please apply via the button shown. This vacancy is being advertised by Web Recruit Ltd. The services advertised by Web Recruit Ltd are those of an Employment Agency. Additional Keywords: Financial Consultant, Client Services Assistant, Consultant, Financial Advisor, Finance, Financial, Finance Consultant, Sales Executive, Business Development Manager, BDM. 35000.0000 Speciality: Loans - Other. Location: Glasgow, Lanarkshire

Independent Financial Adviser

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

Our client is a highly respected financial planning firm with a business model that very much embraces a modern, client centric approach to providing bespoke advice to the wealthy. Continued client growth has created a need to recruit an additional IFA to join the existing and successful team. Working within this professional organisation you will be responsible for servicing and developing existing clients to whom you will provide bespoke holistic financial planning. Since the clients are wealthy your advice will be of a highly technical nature and will be biased toward private client investment and pension business. You will benefit from full paraplanning (all your research will be completed for you) and administrative support. This business model is allowing each IFA, on average, to produce in excess of £600,000 per annum. Applications will be considered from experienced, ideally Chartered, Financial Planners who can demonstrate success providing complex advice to wealthy, sophisticated clients. You will be adaptable, client focused and able to integrate with the team. A basic salary to £50,000 is available which is combined with a complete corporate benefits package and bonus. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry. 40000.0000 Speciality: Independent Financial Advisor. Location: Northamptonshire, East Midlands

Independent Financial Advisor - Wolverhampton

Fri, 17 May 2013 13:31:19 +0100

Position: IFA Location: Wolverhampton Salary: £30,000 - £40,000 benefits Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered Duties: Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures Develop new business opportunities from your existing Clients, introducers and referrals Skills: Expert knowledge of pensions and investments with an excellent understanding of the industry An established Financial Planning history with a successful track record in working with HNW Clients and professionals Experience in providing a fully holistic advice to clients with excellent people skills Background in Wealth Management Qualifications: Full Financial Planning Certificate (or equivalent) is essential AFPC qualified (or equivalent) is essential Achieved Chartered/Certified Planner status (or close to achieving) At least 5 years' experience giving advice 30000.0000 Speciality: Independent Financial Advisor. Location: Wolverhampton, West Midlands

Financial Analyst - Financial Services &pound;20 ph

Sat, 18 May 2013 02:59:05 +0100

Financial Analyst - £16-£20 per hour My client, a leading global financial services business, has an urgent requirement for an experienced Financial Analyst, to join their rapidly expanding FMTS team in Manchester City Centre, for an initial 3 month contract. Reporting to the FMTS Site Manager, you will be responsible for providing value added analysis to a Line of Business within Financial Markets and Treasury Services. Responsibilities: - Preparation of business critical monthly PL and balance sheet analysis for the Line of Business - Analysis and reporting on revenues, expenses and client/product/segment profitability - Providing input to the firm’s consolidated management reporting pack, including commentary, variance analysis and assessment of financial achievements against plan/forecast/prior periods - Liaising with Business Line Controllers and the FMTS Site Manager to providing a pro-active commercial input to ensure that management reporting meets current needs and develops to meet future business needs - Providing analysis to the International finance teams - Providing regional and country reporting analysis Requirements: - Qualified Accountant CIMA, ACCA, ACA (or equivalent) - Advanced Excel (macro level) - Experience in International Banking/Financial Services as a Financial Analyst This is an exceptional opportunity for an experienced Legal Entity Accountant and is an urgent requirement. If you are interested please submit your CV for consideration ASAP. Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 16.0000 Speciality: Other Financial Services. Location: Manchester, Lancashire

Project Manager - Financial Services

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

A leading global bank has an exciting opportunity for an experienced Project Manager, to join their growing Manchester City Centre office on an initial 6 month contract. Reporting directly to the Managing Director for Regulatory Risk, you will be responsible for: Project managing workstreams Acting as the primary point of contact for customers and groups within the organization End to end project management activities such as project reporting, project planning, issue / risk identification and tracking, scope management, estimation, and other project documentation preparation Ensuring projects are completed on time, within budget and within minimal defects Ensuring the smooth transition of product knowledge to Product Managers Creation and maintenance of project plans, work breakdown structures, schedule effort estimation and tracking Liaising with customers and internal technical groups to ensure delivery of projects on time, within budget, and to specification Managing communication with the business at a detailed functional level, discuss/resolve issues, and manage customer expectations Ensuring project delivery in conformance with company software development life cycle methodologies Conducting status meetings and facilitating issue resolution and risk mitigation Providing project level reporting to senior staff in larger scale projects Testing preparation and test execution. Proactively identifying issues with a project or across projects Requirements: Ability to effectively prioritise and multi-task in high ' pressure, high volume environment Significant Project Management experience within Financial Services/Banking Bachelor degree in Business Management or related discipline Demonstrable knowledge of securities industry and / or related financial services experience Broad knowledge of Pershing systems and applications This is an exceptional opportunity for an experienced Financial Services Project Manager and is an urgent requirement. If you are interested please submit your CV for consideration ASAP.Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003 200.0000 Speciality: Other Financial Services. Location: Manchester, Lancashire

Sales Support Executive - Independent Financial Adviser

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

Sales Support Executive - Independent Financial Adviser High Net Worth Financial Consultancy based Surrey £22,000 - £25,000 Excellent Benefits Package This is a unique opportunity to work as a Sales Support Administrator within one of the UK s leading Financial Advisory Company s based in Surrey. Working within their Wealth Management team, you will work closely with senior consultants on the preparation and administration of personal financial wealth management products. This will include processing new business, submitting and monitoring applications, preparing and compiling client valuations. You will also be responsible for the preparation of information and paperwork for client meetings as well as a technical point of reference for company clients. Above all, this is an excellent development opportunity for individuals looking to work in a HNW Private Client environment. To be successful in this organisation, you should have had at least two years Sales Support/Financial Services experience and an understanding of the Private Client Investment/Wealth Management market. You should have passed your CF 1-3 papers (or FPC 1, 2 3) and be looking to progress with further qualifications (AFPC s etc.). Excellent communication skills are a must as is the desire to work in an interesting and challenging environment. For more information please contact Edward Groves 24000.0000 Speciality: Sales Support. Location: Surrey, South East England

Financial Planner

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

Financial Planner Location: Bridgewater Salary: £25,000 - £45,000 (negotiable) One of the most well respected financial advisers in Somerset and Bristol providing professional Financial Advise in the Somerset area is looking to recruit a Financial Planner to their growing organisation. The successful client will be joining a team that prides it self on professionalism and providing a full service tailored solution to their unique customer base. This is achieved by taking time to thoroughly understand the customer’s requirements and conducting focused research when selecting recommended products. You will be dealing with basic and more complex pension drawdown products with the opportunity to develop relationships with a diverse portfolio across the South West. This is a fantastic opportunity to be part of a team that has multiple revenue streams encouraging cross business solutions for their customer base. Responsibilities: Manage and develop profitable relationships Provide in-depth assessments of clients needs, selling benefits of products Expected to manage client relationships proactively from initial set up meetings to ongoing service issues building trust and responding quickly to client needs Committed to providing quality advice and solutions through knowledge of UK financial products and services Skills: Diploma qualification Established Financial Advisor with networking capabilities An excellent communicator to deal with clients Proactive and able to work both as an individual and part of a team Desire to develop professionally IT literate with Microsoft Word, Excel and Outlook Experience using industry specific applications advantageous 25000.0000 Speciality: Independent Financial Advisor. Location: Bridgwater, Somerset

ParaPlanner / Financial Planning to &pound;30k

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

ParaPlanner / Financial Planning to £30k Based in Market Harborough, Clarkson Wayman Ball Limited is an award winning company specialising in the provisions of financial advice, holistic wealth management tax focused planning. Their team consists of highly qualified and motivated individuals who strive to maintain optimum value for customers through excellent service. Position: Senior Para-Planner Location: Market Harborough Salary: £25k - £30k ROLE: The ParaPlanner / Financial Planning role will involve working within a support team drawing together critical research of product/service offerings with thorough analysis of customer profile in order to support sales team in delivery of best fit solutions across a comprehensive range of client requirements. This is a team based position where there will not be a dedicated administrator to support you you will be expected to take responsibility for data collection, form completion paperless filing. RESPONSIBILITIES: a) Maintaining on-going research into market offerings and keeping colleagues informed. b) Ensuring that the support team is fully aware of your activities that they are in-line with the teams requirements c) Proactively looking for improvements in research methods and information-sharing techniques ensuring that the support team are aware of your findings d) Managing Advisor case work as part of the support team, ensuring all performance objectives are achieved and all deadlines (to include tax year end planning) are met e) Playing a key part in the support team that ensures the Company achieves new business and 'renewal/fund based' targets, whether through research delivery, case work management, or client support activities f) Providing technical support to Advisor and any support team colleagues, as needed, ensuring all can maintain appropriate levels of technical and product information g) Gathering data and materials as required for sales colleagues' client meetings h) Supporting team as required in achievement of repeat and one-off project targets i) Ensuring all information and advice passed to sales colleagues is appropriate to meet the client brief j) Accurate and timely preparation of quotations, support reports and research, guaranteeing recognition of all relevant data (including fund analysis, exchange and Aequos comparisons, etc k) Completing capital gains tax and chargeable event calculations in relation to possible sales transactions l) Ensuring all paperless files are set up and maintained in accordance with Company procedures and FCA rules m) Supporting junior members of the team, as required, helping them to develop their technical skills and knowledge base within the para-planning function. ESSENTIAL SKILLS / EXPERIENCE: a) Proven lengthy experience within a similar Senior Para-Planner role in an Independent Financial Services organisation. b) Diploma Qualified / Level 4 standard, (i.e FPC, CeFA, RO, CF etc) You may have experience of the following: Financial Services Administrator, Financial Planning, Tax Administrator, Paraplanner, Senior Finance Administrator, Senior Para-Planner, FPC, Para-Planning, Financial Advisor, Tax Consultant, FPC, CeFA, RO, CF, etc. This vacancy is being advertised by Easy Web Recruitment, the UK's leading Online Recruitment Agency. The services advertised by Easy Web Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of age, and we confirm that we will gladly accept applications from persons of any age for this role. 25000.0000 Speciality: Paraplanning. Location: Market Harborough, Leicestershire

Protection Advisor / Financial Advisor

Wed, 15 May 2013 03:14:51 +0100

Protection Advisor /Financial Advisor Working with the Harrington Brooks current client base of over 49,000 clients , you will provide specialist protection advice on products and services. Optimising appointments with customers to identify needs and opportunities and provide solutions in order to achieve personal and team sales targets. Managing customer relationships in a manner that builds customer loyalty and satisfaction. Advocating putting customers first and delivering a consistently excellent customer experience. Recognising the wider wealth planning needs of customers in order to refer customers to other areas of the business where their needs for non-regulated products can be met. In addition to the qualifications described below, the ideal candidate will be required to: Demonstrate excellent telephone skills. Demonstrate an extensive external market awareness. Champion and drive unique sales and service initiatives, continually seeking and seizing opportunities to accelerate business growth. Coach/train colleagues in your specialist products/areas of expertise. Work independently, proactively managing your time and commitments. Understand the regulatory, financial and risk contexts in which financial advisors operate and have experience of personally complying with relevant regulation and quality measures. Qualifications: In order to be considered for this role you must have: Competent Advisor Status Level 3 certification qualification Proven sales background Salary: £20,000 - £25,000 Basic Monthly Bonus (OTE of £45,000) Hours of Work: 40 hours per week Benefits: 4 x Salary Death In Service Scheme. Child Care Voucher Scheme. Up to 33 days holiday per annum, including Bank Holidays. Private Healthcare (after qualifying period). Potential to work towards the Level 4 Diploma qualification Employee discount scheme, including discounted gym membership with LA Fitness. Canteen area with internet access. Free Hot Cold Drinks. Staff Referral Scheme. On going training and coaching About our company Harrington Brooks is one of the longest established well respected Debt Management and insolvency companies in the country, with over 14 years experience in the sector and over 49,000 paying clients. 20000.0000 Speciality: Independent Financial Advisor. Location: Sale, Cheshire

Senior Financial Consultant - London

Wed, 15 May 2013 03:14:49 +0100

Senior Financial Consultant Location: London Salary: £50,000 benefits bonuses Our client, a well established firm of Chartered Financial Planners have appointed us to assist them in their search for a new Chartered Financial Consultant The firm are proud of its strong client care ethos and outstanding reputation for excellence. Due to growth, they now seek an experienced Financial Consultant to provide a holistic financial planning service to an existing book of clients whilst being able to spot new opportunities to generate business Responsibilities include Continue to optimise opportunities from the existing book of clients to ensure profitable relationships are maintained Develop new clients through your own professional contacts and connections Provide referrals to colleagues where applicable to maximise on all opportunities Attend pre arranged seminars advising on Corporate Group Schemes, with a view of winning other Financial Planning business Liaise closely with the Back Office team to allow them to support you and your clients efficiently Develop a robust review process for your clients in line with the agreed fee and service level Comply with the internal compliance regulation and requirements Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date Requirements Level 6 qualified Chartered Financial Planner Excellent communication skills 5 years relevant industry experience Knowledge of 1st Software 45000.0000 Speciality: Independent Financial Advisor. Location: London, South East England

Senior Financial Consultant - Manchester

Wed, 15 May 2013 03:14:49 +0100

Senior Financial Consultant Location: Manchester Salary: £50,000 benefits bonuses Our client, a well established firm of Chartered Financial Planners have appointed us to assist them in their search for a new Chartered Financial Consultant The firm are proud of its strong client care ethos and outstanding reputation for excellence. Due to growth, they now seek an experienced Financial Consultant to provide a holistic financial planning service to an existing book of clients whilst being able to spot new opportunities to generate business Responsibilities include Continue to optimise opportunities from the existing book of clients to ensure profitable relationships are maintained Develop new clients through your own professional contacts and connections Provide referrals to colleagues where applicable to maximise on all opportunities Attend pre arranged seminars advising on Corporate Group Schemes, with a view of winning other Financial Planning business Liaise closely with the Back Office team to allow them to support you and your clients efficiently Develop a robust review process for your clients in line with the agreed fee and service level Comply with the internal compliance regulation and requirements Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date Requirements Level 6 qualified Chartered Financial Planner Excellent communication skills 5 years relevant industry experience Knowledge of 1st Software 45000.0000 Speciality: Independent Financial Advisor. Location: Manchester, Lancashire

Business Development Manager - Leading Financial Lending PLC

Tue, 14 May 2013 03:04:39 +0100

Business Development Manager - Leading Financial Lending PLC Blackburn, Lancashire £16,708 to £20,888 plus: bonus, pension plan The Opportunity: We are the market leaders in Home Collected credit. Even in today’s economic climate, some businesses are still growing and we’re happy to be one of them. In fact, tough times mean that more and more people trust us to offer them financial products that put them in control. Our responsible approach to lending means we continue to be both sound and profitable. That’s great news if you’re looking for a career that offers both stability and opportunity. The Business Development Manager Role: As a Business Development Manager, you’ll monitor and provide structured support to a group of self-employed agents who lend and collect on our behalf, so good communication, analytical motivational skills are essential. You’ll also be visiting customers in their homes, responding to their individual needs, so naturally you'll need the ability to deal with a variety of different circumstances. Using Management Information as a decision making tool plays a large part in this role, therefore your Excel skills will be well developed. Don’t worry if you don’t have any previous experience in the financial services sector - we’ll give you a comprehensive induction. You can also expect an on-going management development programme to equip you with all the skills and knowledge you need. It’s a role as varied as it is satisfying. But to succeed in it, you must hold a full driving licence and have access to a vehicle for work use. In return, we’ll offer you a competitive salary package with bonus, 25 days’ holiday, pension and generous mileage allowance. Candidates must provide proof of eligibility to work in the UK when requested. We are an Equal Opportunities Employer. You may have worked in the following capacities: Lending Sales, Senior Sales Executive, Financial Services, Loans Underwriter, Field Sales Executive, Relationship Manager. Application Statement: By applying for this role you give express consent for us to process submit (subject to required skills) your application to our client. The Business Development Manager role is brought to you by RecruitmentRevolution.com - The UK's first online recruitment agency created 2005. 16708.0000 Speciality: Sales & Business Development. Location: Blackburn, Lancashire

Financial Services Administrator - Leicestershire

Tue, 14 May 2013 02:47:50 +0100

Financial Services Administrator (Ref AL317) Near Hinckley, Leicestershire Salary to £18,000 benefits and parking An Administrator with experience within an IFA environment is required to provide a full administration service to a small team of advisers. MAIN DUTIES OF FINANCIAL SERVICES ADMINISTRATOR To submit new business and chase progress until completion utilising bespoke computer software To prepare suitability reports detailing the advisers recommendations to an excellent standard To undertake client reviews, assessing attitude to risk and rebalancing funds Client valuations Undertaking client research Researching pension transfers and preparing reports To have a positive and proactive approach to administration, and to be able to work to tight timescales To be able to work under pressure, maintaining a high quality of work at all times To be able to work as part of a team ADDITIONAL DUTIES To answer phones and take accurate messages To undertake general office duties such as post, scanning, photocopying, stationery ordering Commissions reconciliation on an occasional basis THE PERSON Experience providing administrative support to Financial Advisers / IFAs Experience in carrying out research and writing suitability letters IT Literate If you have experience of providing administrative support to Financial Advisers, then please apply with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion. 16000.0000 Speciality: Sales Support. Location: Burbage, Leicestershire

Business Development Manager - Leading Financial Lending PLC

Tue, 14 May 2013 02:47:48 +0100

Business Development Manager - Leading Financial Lending PLC Hereford, Herefordshire £20,888 to £23,671 Bonus Pension Mileage Allowance. The Opportunity: We are the market leaders in Home Collected credit. Even in today’s economic climate, some businesses are still growing and we’re happy to be one of them. In fact, tough times mean that more and more people trust us to offer them financial products that put them in control. Our responsible approach to lending means we continue to be both sound and profitable. That’s great news if you’re looking for a career that offers both stability and opportunity. The Business Development Manager Role: As a Business Development Manager, you’ll monitor and provide structured support to a group of self-employed agents who lend and collect on our behalf, so good communication, analytical motivational skills are essential. You’ll also be visiting customers in their homes, responding to their individual needs, so naturally you'll need the ability to deal with a variety of different circumstances. Using Management Information as a decision making tool plays a large part in this role, therefore your Excel skills will be well developed. Don’t worry if you don’t have any previous experience in the financial services sector - we’ll give you a comprehensive induction. You can also expect an on-going management development programme to equip you with all the skills and knowledge you need. It’s a role as varied as it is satisfying. But to succeed in it, you must hold a full driving licence and have access to a vehicle for work use. In return, we’ll offer you a competitive salary package with bonus, 25 days’ holiday, pension and generous mileage allowance. Candidates must provide proof of eligibility to work in the UK when requested. We are an Equal Opportunities Employer. You may have worked in the following capacities: Lending Sales, Senior Sales Executive, Financial Services, Loans Underwriter, Field Sales Executive, Relationship Manager. Application Statement: By applying for this role you give express consent for us to process submit (subject to required skills) your application to our client. The Business Development Manager role is brought to you by RecruitmentRevolution.com - The UK's first online recruitment agency created 2005. 20888.0000 Speciality: Sales & Business Development. Location: Hereford, Herefordshire

Financial Services Administrator

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

Financial Services Administrator Manchester £18,000.00 to £22,000.00 per annum Our client is a Wealth Manager based in Manchester 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: Manchester, Lancashire

Independent Financial Advisor

Tue, 14 May 2013 03:04:55 +0100

Independent Financial Adviser Colchester £Commission Only Are you target driven and experienced within Finance? Are you looking for that next challenge? My client is looking for a Self Employed IFA with willingness and the drive to succeed. You must have relevant Finance Services experience and be prepared to work in a fast paced industry. You must have the determination to learn the industry and terminology to make full potential in this role. You will have to work off of your own initiative and be very self-motivated. If you have experience of working within Financial Services and looking for something a little different in your career, then we would like to hear from you. Please email your CV immediately to charlotte.luck@rayment-recruitment. 0.0000 Speciality: Independent Financial Advisor. Location: Colchester, Essex

Independent Financial Adviser - Quality Leads provided

Sat, 18 May 2013 02:57:41 +0100

The Financial Adviser market place is flooded with IFA firms looking to take on Advisers who have healthy client banks or take on advisers and provide them with leads where the quality of the leads is questionable, which is why this opportunity is so strong. AIM-listed since 2000, my clients is the UK's largest autonomous Independent Financial Advice and Wealth Management Group. Offering the financial stability associated with firms of significant scale in a business that neverforgets that working with high quality financial advisers is the reason that they exist and thrive. The Group have now twice been awarded the prestigious Large IFA of the year award at the Financial Adviser Life and Pensions awards My client guarantee's quality leads through the following channels 1- The company has a dedicated tele-sales team who keep in touch with companies 160,000 unallocated clients. They will focus their efforts on booking appointments in and around the postcode area the advisers lives in. This is averaging 2 appointments per week per adviser. 2- Affinity Groups - Via Unions you will be linked to large Corporates (BP etc..) 3- They have an agreement in place with schools and hospitals to provide advice to Teachers and Doctors. 4- Seminars booked for you 5- Internet leads 6- You will have a dedicated Regional Development Director who will work with you to build up your network of introducer's and clients. You do not need to have any clients, however will be expected to work hard to build a client bank. You will be provided with a good IT system (Intelligent office) and be able to work from home or one of the local practices. Good commission rates are paid. You will need to have a good track record as an adviser and be Level 4 Diploma qualified or relatively near to achieving this. Please apply with your up to date CV. This role is being dealt with by Mark Hazzard, Director of Astral Recruitment Limited, Appointed Representatives of Verridian PLC. 30000.0000 Speciality: Independent Financial Advisor. Location: London, South East England

Independent Financial Adviser - Quality Leads provided

Fri, 17 May 2013 13:31:28 +0100

Independent Financial Adviser - Quality Leads provided

Fri, 17 May 2013 13:31:23 +0100

Independent Financial Adviser - Quality Leads provided

Fri, 17 May 2013 13:31:13 +0100

Independent Financial Adviser - Quality Leads provided

Fri, 17 May 2013 13:30:56 +0100

Independent Financial Adviser - Quality Leads provided

Fri, 17 May 2013 13:30:56 +0100

Private Client Wealth Advisor / Financial Planner

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

Organisation Description My client has areputation for quality advice and service to high net worth individual clients. Existing Advisors with the companyare amongst theindustries top qualified advisors from a wide range of backgrounds including accountancy, banking, insurance, pensions and investment. Job Description Key Responsibilities: Developing financial advisory plans for prospective or existing clients, providing them with the appropriate financial advice and appropriate financial products/services to meet their needs. Networking with professional partners and introducers to identify private client and HNW opportunities. Conducting individual client consultations and on-going performance reviews. Implementing Business Development initiatives to grow client base. Service existing clients and assisting other team members in developing client relationships. Continuously developing business, financial and technical expertise Supporting and providing advice to other team members in specialist knowledge areas. Ensuring compliance processes are followed to required timescales. In addition we expect the individual to be: Responsible for their own personal career development Continue to progress in their professional qualifications and recognise training needs, relevant to the role. Be proactive and flexible in their approach to work during high volume activity or project based tasks. Person Specification Candidate Profile: My client is flexible on the type of individual they are looking for and can include a less experienced advisor or someone with a wealth of experience, client bank FUM. The salary will be dependant on the calibre and FUMyoucan bring. What is important is ability and experience to build professional networks and introducers and someone who can demonstrate hunger to develop new business.There will be HNW clients available for a new advisor to. The successful candidate should be able to demonstrate a consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena. Experience of advising private clients and HNW individuals is essential, as is a history of working with professional partnerships and introducers. A strong existing network of professional connections would be a distinct advantage. In addition to a successful track record gained within the Wealth Management/Financial Planning industry, the ideal candidate will need to be: Demonstrate a broad knowledge of all areas of financial planning, experienced in ideally with high net worth individuals (£500k plus). Qualified to a minimum of QCF Level 4, with current Statement of Professional Standing, and working towards Chartered status. Able to demonstrate the ability to build new business and establish successful client relationships through professional introducers (solicitors, accountants, own professional networks). Able to operate within a compliant framework and adhere to corporate and regulatory quality standards. Professional, flexible and pro-active manner coupled with a desire to succeed. Reed Specialist Recruitment Limited is an employment agency and employment business 30000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands (Region)

Independent Financial Advisor

Thu, 16 May 2013 03:13:52 +0100

Independent Financial Advisor Salary: £30,000 - £60,000 (Flexible Package, 3 times salary justification) Location: Salisbury Our client is a rapidly expanding Financial Planning Wealth Management company and through continued growth and are seeking to take on Independent Financial Advisors within their office in Salisbury. As the IFA you will be responsible for carefully advising clients in all areas of Wealth Management to include Investments, Pensions and Protection, whilst at all times ensuring client care is at the heart of client management. Responsibilities Provide a top level of independent Financial Advice to new and existing clients Liaise closely with the support staff and other IFA's Support staff take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios, allowing you to focus purely on your clients needs Skills Vast experience with a good technical knowledge of all financial products including Pension regulation and investment portfolios Must be Diploma Qualified, minimum of Level 4 Proven ability to develop strong client relationships and achieve high levels of investments 30000.0000 Speciality: Independent Financial Advisor. Location: Salisbury, Wiltshire

Financial Planning Consultant

Thu, 16 May 2013 03:09:03 +0100

Financial Planner £40,000 - £75,000 basic salary South East Recognised as a global brand and leading provider of Financial Planning, banking and trust services to private and institutional clients, this organisation are poised for organic growth and as such are looking to hire a numbers of Financial Planners UK wide. Your role as a Financial Planner will be broken down to provide Financial Planning Advice, Financial Planning delivery, Compliance and Business Development. You will offer dedicated, ongoing support to clients by looking at their present and future Financial needs holistically before advising them. With the ability to build and maintain relationships and will have demonstrable experience of delivering to targets. To be considered you must be able to demonstrate a proven track record in managing and developing private client relationships, ideally with evidence of winning new work. You will hold the Diploma in Financial Planning as a minimum, ideally progressing towards chartered status. Basic salary is pitched between £40,000 - £75,000 dependent on experience and location plus comprehensive benefits package and uncapped bonus scheme. 40000.0000 Speciality: Independent Financial Advisor. Location: South East London, London

Independent Financial Adviser

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

Baird White is working with an established broker in Newcastle, a company with a reputation for providing holistic, fee-based advice to the wealthy, to recruit an additional IFA to enhance the current team. Continued success has created a need to recruit an additional consultant to join the existing team. Working within the company structure you will provide advice to existing clients of the firm while benefiting from high levels of technical and administrative support. Each client will have complex needs and a bespoke portfolio is created for each individual. Applications will be considered from existing IFAs who can demonstrate at least 12 months experience providing advice to wealthy clients. You will be well qualified (minimum level 4 but ideally progressing toward chartered) and have gained your client facing experience within a professional practice. A basic salary to c£40,000 is available combined with bonus and benefits. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry. 30000.0000 Speciality: Independent Financial Advisor. Location: Newcastle Upon Tyne, Tyne And Wear

Employed Independent Financial Adviser (Home Based)

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

Our client company are a firm of independent financial advisers whom specialise in the delivery of nationwide Independent Financial Advice to members of professional affinity groups such as the British Dental Association, the British Veterinary Association and the British Chiropractic Association. Due to the demand for their services, they are looking to recruit a high quality independent financial adviser whom will offer dedicated and ongoing support to their existing clients by looking at their present and future financial needs holistically before advising them. The successful candidate will seek to invest time and effort to build trusting long term relationships and champion the company’s values through the way they do business. In addition, the successful candidate will benefit from full paraplanning and marketing support. Note: The location is flexible as applications will be considered from candidates whom reside within and / or can cover the Kent area. Skills and Experience Essential: Candidates must be Level 4 Diploma Qualified at point of application Essential: Proven track record of self generation either as an IFA or tied adviser Essential: Proven track record of achieving and exceeding personal sales targets Essential: Current or previous experience of dealing with high net worth clients Although clients and marketing support will be supplied, candidates whom have there own portfolio of clients or a proven track record of self generation would be preferred Essential: Must be a good listener Essential: Must share the companies vision and values Essential: Must be professional and confident with a strong desire to be successful Package Benefits Basic Salary £28,000, however the company are looking to increase the basic salary to £35,000 by 2015 In addition, the successful candidate would also benefit from the following benefits upon the successful completion of six 6 month probation period:- Company Cashplan Income protection Death in service - 2 x annual salary Pension - 3% employer contribution / 3% employee contribution 20 day holiday entitlement bank holidays with an extra day accrued with every year of service up to a maximum of 25 days Business mileage paid at 45 pence per mile up to 10,000 miles and 40 pence per mile over 10,000 miles 28000.0000 Speciality: Independent Financial Advisor. Location: Canterbury, Kent

Employed Independent Financial Adviser (Home Based)

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

Financial Advisor

Fri, 17 May 2013 13:31:32 +0100

Financial Advisor - £25k - £30k Bonus - Clitheroe An opportunity has arisen with our client, a major reputable Financial Services Organisation, as whole of market Financial Adviser based around the Clitheroe area. The successful adviser will provide advice and recommendations to both new and existing clients. Our client offers a basic of between £25000 up to £30,000 with OTE in the £50-60k area. This role allows the adviser to advise from a whole of market offering, ensuring that the best product on the market is available to the customer. The adviser will advise on the full product range however, with a high ratio of investment/IHT business. Minimum expectations are FPC or CEFA qualified. Ideally you'll be progressing towards or willing to progress towards CII Diploma level exams. You must have previously held CAS status and been working in an advising capacity hitting and achieving personal sales targets. You will be responsible and working in various branches around Clitheroe and in return will offer an attractive financial return. For further information on this excellent vacancy please contact Rob Davies at Search Consultancy - Financial Services Division
25000.0000 Speciality: Independent Financial Advisor. Location: Lancashire, North West England

Financial Services Administrator

Fri, 17 May 2013 13:31:32 +0100

Financial Services Administrator - Liverpool - £13k-£17k. City Centre based IFA with an excellent reputation require a Financial Services Administrator to join very successful team. You role will be to support the IFA's with their day to day financial administration. Ideally the successful candidate would have FPC qualifications or working towards them.
13000.0000 Speciality: Sales Support. Location: Liverpool, Merseyside

Independent Financial Advisor

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

Independent Financial Adviser Salary: Self Employed Location: Bristol This is an excellent opportunity to join a well established firm of Independent Financial advisers with several offices in the South West. They are currently expanding massively and are looking to bring on Self employed Financial advisors throughout the UK. They are a genuinely independent practice selling Whole of Market Products. This role would ideally suit an experienced advisor who wants higher earnings from an established client base. Skills and Qualifications: Diploma qualified Previous earnings record in excess of £50,000 per annum Your own book of business is needed, but there are orphan clients and new leads are available to supplement your existing client base They will look at candidates from a variety of backgrounds Package: This is an excellent chance to get a return of 70% on any business or trail that you may have Continuous training and personnel development is offered Adviser Support in every Office The chance to work anywhere in the UK, where YOUR clients are An excellent support and Compliance department 30000.0000 Speciality: Independent Financial Advisor. Location: Bristol, Avon

Independent Financial Advisor (Employed)

Fri, 17 May 2013 13:30:20 +0100

An absolutely fantastic opportunity has arisen for one of the UK’s leading financial practices for an employed diploma qualified independent financial advisor. You will be required to provide holistic financial planning to prospective and existing clients in a compliant manner whilst providing exceptional client service adhering to the FSA principles of TCF. You will need your own transferable clients however, some clients may be provided to you alongside a fantastic marketing package, seminars etc all of which is paid for by the company You will receive a superb salary, low validation, plus high earning potential through a very competitive fee structure. They also have a PBO (Practice Buy Out) scheme in operation which can provide you with multiples of your trail (lump sum) upon exit. This is a long term career opportunity and should be considered by individuals looking for a professional RDR ready IFA practice where you can realise a six figure salary. You will be working with professional like minded individuals, providing your clients with truly good solid impartial advice. If you would like to apply for this vacancy, please contact Robert Pender 35000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands

Employed Independent Financial Adviser (IFA)

Fri, 17 May 2013 03:06:07 +0100

Employed Independent Financial Adviser (IFA) Our client is a leading Regional IFA Practice in Norfolk, who are looking to secure an Employed Independent Financial Adviser, to work out of their brand new offices. You'll enjoy a competitive basic salary and achievable bonus scheme on top, creating strong on target earnings (OTE). The number of orphaned clients and professional connections within the company will ensure that your potential can be fulfilled. This IFA firm is both established and well respected in the area, and the chance to work with them as an Independent Financial Adviser, is highly sought after. As an adviser you will receive the support of an efficient and qualified back office team, and will be sponsored through any further qualifications you wish to pursue. Ideally, you'll be an experienced Financial Adviser/IFA, with at least the Diploma Level 4 qualification and the gravitas to work in a professional environment with like minded individuals. Click and apply to lodge your interest and discuss the role further. 24000.0000 Speciality: Independent Financial Advisor. Location: Norfolk, East Anglia

Financial Services Paraplanner, Bradford

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

Financial Services Paraplanner, Bradford In order to apply for this position candidates MUST have PARAPLANNING EXPERIENCE COUPLED WITH THE DIPLOMA IN FINANCIAL SERVICES (OR EQUIVALENT). Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to an IFA (Independent Financial Adviser) seeking to utilise their skills in a paraplanning environment. Purpose of The Role: Responsible for the production of reports and technical information in respect of all financial planning advice Main tasks of role Produce accurate, compliant client reports within agreed timescales. Assist in the production of client portfolio reviews. Provide response to client technical queries. Produce client cash flow models. Assist with updating the company’s preferred provider panels. This will involve the ongoing monitoring of recommended structures and providers. Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice. Assist in the training to other members of staff on all area’s of advice Produce technical bulletins to be sent to clients and introducers when appropriate. Qualifications Minimum CII Diploma or equivalent. Successful candidates will be expected to work towards attaining the advanced diploma and Chartered Status. Experience You must have gained experience of working in a similar role within a financial services industry. If you feel that you are suitable for these positions, 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: Paraplanning. Location: Bradford, West Yorkshire

Senior Financial Services / IFA Administrator, Derby

Fri, 17 May 2013 02:53:00 +0100

Senior Financial Services /IFA Administrator, Derby (ref AL310) Salary £18,000 - £23,000 Due to continued growth, my client is looking to appoint an experienced Financial Services /IFA Administrator to provide support to a team of IFA’s who specialise in pensions business. Main Areas of Responsibility for the Senior Financial Services /IFA Administrator Liaising with clients on the telephone Dealing with general queries Processing applications Obtaining Illustrations Collecting and collating client data Carrying out research Writing suitability letters Requirements Previous experience within an IFA environment Knowledge of the pensions market CF1 or equivalent as a preferred minimum industry qualification, however consideration may be given to individuals with compensating experience IT literate Ability to manage own workload If you have the required experience and would like to apply, then please send an up to date CV to Angela Liscombe at North Oak Recruitment. 18000.0000 Speciality: Sales Support. Location: Derby, Derbyshire

Independent Financial Advisor

Thu, 16 May 2013 03:13:52 +0100

Independent Financial Advisor Salary: Self Employed Location: Leicester This is an excellent opportunity to join a well established growing firm of Independent Financial advisers. They are currently expanding and are looking to bring on Self Employed Financial advisors throughout the UK. With a culture that focuses on working in partnership with clients and building long-term relationships based on mutual trust and respect. This role would ideally suit an experienced advisor who wants higher earnings and flexibility to work independently with full back office support. Skills and Qualifications: Diploma qualified Previous earnings record in excess of £60,000 per annum Your own book of business is needed, but there are some new leads available to supplement your existing client base They will look at candidates from a variety of backgrounds including Bank Assurance Package: This is an excellent chance to get a fantastic return on any business or trail that you may have Adviser Support with Para planning, report writing, automatic client investment reviews and training The chance to work anywhere in the UK, where YOUR clients are An excellent support and Compliance department 30000.0000 Speciality: Independent Financial Advisor. Location: Leicester, Leicestershire

Independent Financial Advisor

Thu, 16 May 2013 02:46:19 +0100

Independent Financial Advisor To £45,000 plus benefits and bonus This quality IFA practice deals with Wealth Management for Private Clients and EB advice for Corporate entities. They now require a L4 qualified advisor to provide advice at Board Level whilst also dealing with Individual advice for senior executives within client firms plus new and existing scheme members. The role offers up to £45,000 salary and benefits plus the opportunity to increase earnings through a bonus scheme. You will be a highly qualified Advisor with several years’ experience in the market and your own network of contacts. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 40000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian

Financial Services Administrator

Wed, 15 May 2013 08:50:53 +0100

Baird White has been retained by a leading Leeds-based financial services broker - an organisation with a reputation for providing bespoke advice to both genuinely HNW private clients and corporate entities. Continued growth has created a need to recruit an additional Administrator to join the existing team. Working closely with the Paraplanners and Consultants you will provide valuable support to ensure clients continue to receive high levels of service. The role will include new business processing, client and provider liaison, client servicing and project work. There will be opportunity to progress your career through Paraplanner and Consultant routes if desired. Applications will be considered from experienced financial services administrators who wish to represent one of the strongest brands in Leeds. You will be comfortable dealing with clients and be able to provide a high level of service. A basic salary is available to c£22,000 combined with benefits. Baird White operates as a permanent employment agency exclusively recruiting within the financial services industry. 19000.0000 Speciality: Sales Support. Location: Leeds, West Yorkshire

Independent Financial Adviser - All leads provided

Tue, 14 May 2013 02:45:02 +0100

Independent Financial Adviser - North London - All leads provided This highly regarded fee based Wealth Management practice based in North London/Hertfordshire borders are now looking to expand by recruiting an additional wealth manager/IFA. You will have previously worked in this environment and be diploma qualified with excellent relationship building skills. You do not need to bring any clients across as all will be provided and you will have access to a large number of existing as well as new clients to see on a constant basis. You will be dealing with HNW/UHNW private clients on a day to day basis although there are also some corporate schemes to also provide advice to. This business is very well established and has experience of offering advice in an RDR-compliant manner. This is a great opportunity for a motivated IFA that wants to work for a dynamic and ethical business. They welcome Advisers with no IFA experience but who have fire in their belly 35000.0000 Speciality: Independent Financial Advisor. Location: North London, London

Financial Services Sales Executive

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

Financial Services Sales Executive - Up to £20k basic £35k OTE A fantastic opportunity has arisen for a talented and professional Sales Executive to shine within a growing company, with opportunities in both the outbound and inbound sales/service divisions. You shall have previous experience working within a targeted and driven sales department, and will thrive within a busy, bustling sales environment. You shall be results orientated, with a real focus on achieving your targets and bonus. You shall be responsible for the professional inbound and outbound contact of both existing and potential customers, delivering great customer service whilst identifying and maximising upon sales opportunities. In return for your hard work and dedication, you will be rewarded with a fantastic working environment, a very competitive basic salary, and outstanding bonus structure, with a uncapped earning potential. In addition to this, you will receive ongoing training, excellent benefits and above all the opportunity to become an integral part of a thriving company that offers genuine career growth and development 18000.0000 Speciality: Sales & Business Development. Location: Leeds, West Yorkshire

Financial Helpdesk Advisor

Fri, 17 May 2013 03:02:55 +0100

Randstad are working in partnership with our prestigious client to recruit a financial helpdesk administrator, to paly an integral role in their current team. The helpdesk provides responses to callers by phone and email in respect of timesheets, expense claims, client billing, WIP reporting, contracts and engagements, client payments and accounts payable, so the ideal candidate will have an understanding of the above. The response provided is critical to other business units, so accuracy of detail and information provided is of paramount importance, alongside excellent verbal and written communication. Key Duties will include ? Answering telephone calls presented direct to the Advisor team and providing courteous and helpful responses to the callers. ? Responding in writing or by phone to queries raised by email, again in a courteous and helpful manner. ? Logging all calls and emails into the Helpdesk ITSM system providing relevant details of the caller, query and resolution ? To maintain awareness of the firm?s finance policies, processes and systems in relation to time sheets engagements, contracts and billing expenses accounts payable WIP and reporting settling client bills, inter-territory transactions and accounts. Key requirements for the role include ? Working knowledge of SAP, other ERP systems and Lotus notes. ? Basic or intermediate level of MS office skills. ? Basic understanding of accounting/ bookkeeping skills. ? Basic understanding of a standard business model. To apply or find out more information please e-mail or call 22500.0000 Speciality: Other Financial Services. Location: City Of London, London

Graduate Trainee Financial Adviser

Tue, 14 May 2013 02:47:54 +0100

We are looking to speak with graduates who hold professional qualification in financial services. You would have studied to diploma level in either the RO or JO route and you will have some practical experience within an IFA practice as either a trainee adviser or paraplanning/ junior paraplanner. You will be joining a successful medium sized business who are looking to develop you, they will put time and money in making you a successful adviser. The salary is between 25-35K depending experience levels and qualification. For further details on this position please contact James S at adhoc recruitment Adhoc recruitment specialise in managing recruitment solutions in the financial services sector. 25000.0000 Speciality: Independent Financial Advisor - Trainee. Location: St. Albans, Hertfordshire

Credit Controller

Tue, 14 May 2013 03:04:58 +0100

Credit Controller Uckfield, East Sussex Permanent, Full time Salary Negotiable: £18,000 - 19,000 A leading employer within the Uckfield area are looking for a motivated, organised and confident individual to join their efficient Credit Control Team. This role will report directly to the Credit Control Manager and offers the chance to join a highly successful and growing international organisation that can offer long term job security and progression. In addition, the team here are all very welcoming and there is a notably friendly working atmosphere. Onsite parking is available as are flexible working hours. The successful candidate will be assigned a large number of key customer accounts and tasked with overseeing the day to day running of these specific accounts for the long-term so as to strengthen relationships and reduce outstanding debt. In addition, the successful candidate will also need to carry out sales ledger administration such as reconciliations, cash posting and assisting with month end. This individual will be a valued addition to a hard working team and join an organisation that rewards employees for their level of commitment and tangible results. Existing Credit Control experience, good organisational skills, Excel competence, accuracy and attention to detail and professional communication are paramount attributes for this role. Related roles: Accounts Assistant, Finance Assistant, Sales Ledger, Debt Recovery, Collections, Accounts Receivable Please apply via website or contact Georgina at Harvey John for more information. Credit Controller Uckfield, East Sussex Permanent, Full time Salary Negotiable: £18,000 - 19,000 A leading employer within the Uckfield area are looking for a motivated, organised and confident individual to join their efficient Credit Control Team. This role will report directly to the Credit Control Manager and offers the chance to join a highly successful and growing international organisation that can offer long term job security and progression. In addition, the team here are all very welcoming and there is a notably friendly working atmosphere. Onsite parking is available as are flexible working hours. The successful candidate will be assigned a large number of key customer accounts and tasked with overseeing the day to day running of these specific accounts for the long-term so as to strengthen relationships and reduce outstanding debt. In addition, the successful candidate will also need to carry out sales ledger administration such as reconciliations, cash posting and assisting with month end. This individual will be a valued addition to a hard working team and join an organisation that rewards employees for their level of commitment and tangible results. Existing Credit Control experience, good organisational skills, Excel competence, accuracy and attention to detail and professional communication are paramount attributes for this role. Related roles: Accounts Assistant, Finance Assistant, Sales Ledger, Debt Recovery, Collections, Accounts Receivable Please apply via website or contact Georgina at Harvey John for more information. 18000.0000 Speciality: Collections. Location: Uckfield, East Sussex

Credit Controller

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

Credit Controller Crawley, West Sussex Ongoing Temporary Assignment (Could Turn Permanent), Full time Salary Negotiable A leading employer in Crawley is looking for a motivated and tenacious individual to join their Credit Control Team. This role will report directly to the Credit Control Manager and offers the chance to join a highly successful and growing international organisation that can offer an engaging job role and progression. As this is an international organisation, existing experience of dealing with overseas customers is necessary. The successful candidate will be accustomed to working in foreign markets and have that international exposure. Duties include: - To reduce outstanding debt via contacting customers (email, telephone, letter - primarily telephone in a targeted environment) - Cash collection and allocation in various currencies - Resolving customer queries - Account reconciliations - Cash forecasting - Confirming cash receipts - Liaising with employees in other teams such as sales and customer services - Any ad hoc tasks as requested by the Credit Control Manager Existing relevant Credit Control experience, good organisational skills, Excel competency, accuracy, attention to detail and professional communication skills are paramount attributes for this role. Related roles: Accounts Assistant, Finance Assistant, Sales Ledger, Debt Recovery, Collections, Accounts Receivable Please apply via website or contact Georgina at Harvey John for more information. 0.0000 Speciality: Collections. Location: Crawley, West Sussex

Paraplanner / IFA Financial Administrator to &pound;35k

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

Paraplanner / IFA Financial Administrator - £25,000 to £35,000 depending on experience/qualifications Based: High Wycombe The Paraplanner / IFA Financial Administrator will be responsible for detailed suitability report writing, product recommendations for clients, dealing with renewals and annual portfolios, ensuring all administration is carried out in line with the Financial Services and Markets Act 2000 and current relevant FSA rules at all times. The Paraplanner will monitor compliance, TCF, TC, financial crime and Anti-Money Laundering Procedures of the company, keeping up to date with all relevant product, legislative and technical changes as required. The role involves debriefings from advisers following client meetings, analysing data and using research tools to provide solutions, recording details of research undertaken and preparing and maintaining client files ready for review on an on-going basis. Our client is a well-established IFA practice offering a comprehensive financial planning service including pension planning, life assurance, income protection, investments, mortgages and regular savings plans. The Paraplanner / IFA Financial Administrator will be a technically competent individual with full CF exam qualifications, experienced in a broad range of financial services products. You will understand the documentation and record keeping requirements of the industry and the compliance, regulation and risk involved when interfacing with all potential and existing clients. If you wish to be considered for the role of Paraplanner / IFA Financial Administrator, please forward a CV in Word format, in confidence, stating current remuneration details and availability quoting reference 221263. WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK Threepeople provides a vacancy advertising service on behalf of clients. KEYWORDS: Paraplanner CF paraplanning diploma IFA Technical Administrator Level 4 Financial Planning Certificate CeFA FPC CeMap CII diploma Planning Adviser Investment Finance FPCIII Financial Consultant FPC3 FSA 25000.0000 Speciality: Paraplanning. Location: High Wycombe, Buckinghamshire

IFA

Sat, 18 May 2013 03:11:10 +0100

Position: IFA Location: Hertfordshire Salary: £30,000 - £40,000 benefits Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke advice to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management. This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered Duties: Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures Develop new business opportunities from your existing Clients, introducers and referrals Skills: Expert knowledge of pensions and investments with an excellent understanding of the industry An established Financial Planning history with a successful track record in working with HNW Clients and professionals Experience in providing a fully holistic advice to clients with excellent people skills Background in Wealth Management Qualifications: Full Financial Planning Certificate (or equivalent) is essential AFPC qualified (or equivalent) is essential Achieved Chartered/Certified Planner status (or close to achieving) At least 5 years' experience giving advice 30000.0000 Speciality: Independent Financial Advisor. Location: Hertford, Hertfordshire

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

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Jnr Product Controller, Trading Company, City, c.£40k

Debt & Credit Controller

Customer Account Manager OTE £21,000 - £27,000

Financial Controller, circa 80K + bonus & benefits - Central London, United Kingdom

Financial Consultant OTE Up To £50K

Financial Analyst - Financial Services £20 ph

ParaPlanner / Financial Planning to £30k

Paraplanner / IFA Financial Administrator to £35k