Wealth Administrator Central London £30 -32k + benefits I am currently recruiting for an amazing Wealth Management firm based in Central London who are looking for a Wealth Administrator to join their team. You will be working in a "pod" with an Adviser and Paraplanner and your key responsibilities will be preparation of client meeting agendas, rebalancing client portfolios and liaising with platform providers. You will also be responsible for obtaining information to create cash flow plans in advance for the client meetings and monitor client accounts and process letters of valuations. The role requires the ideal candidate to be very professional, articulate as you will be dealing with client queries and you must have gained administration experience from a Wealth Management background. This is a great Company to work for, provide excellent salary and benefits and culture is friendly, sociable and very professional. Company ethos is very client centric and looking for an experienced Wealth Administrator to join them ASAP. Please send your CV to Ursula Sloan at Financial Divisions
Apr 05, 2020
Full time
Wealth Administrator Central London £30 -32k + benefits I am currently recruiting for an amazing Wealth Management firm based in Central London who are looking for a Wealth Administrator to join their team. You will be working in a "pod" with an Adviser and Paraplanner and your key responsibilities will be preparation of client meeting agendas, rebalancing client portfolios and liaising with platform providers. You will also be responsible for obtaining information to create cash flow plans in advance for the client meetings and monitor client accounts and process letters of valuations. The role requires the ideal candidate to be very professional, articulate as you will be dealing with client queries and you must have gained administration experience from a Wealth Management background. This is a great Company to work for, provide excellent salary and benefits and culture is friendly, sociable and very professional. Company ethos is very client centric and looking for an experienced Wealth Administrator to join them ASAP. Please send your CV to Ursula Sloan at Financial Divisions
Financial Case Manager Imagine a full time career working for the UKs favourite Finance Broker as a Case Manager within a Mortgage Advice team. Then add a large open planned office with a collaborative and fun environment. Does this sound like something you would like to be a part of? Then continue reading... You could have a background as a Claims Processor, Claims Manager, Case Manager, Mortgage Administrator, Claims Handler or Claims Administrator... The role consists of processing and managing loan applications from the initial response through to completion, ownership and management of tasks to successfully deliver loan completions for our customers. Case Manager Responsibilities: Effectively manage a pipeline of first charge mortgage applications through to completion * Fully review new cases where customers have responded after point of sale to accurately underwrite the case in accordance with the lenders criteria * Correspond both written and verbally with the customer throughout the process * Request all required information from third parties - e.g. mortgage companies, management companies, solicitors, accountants, surveyors * Instruct all necessary valuation reports, and review upon receipt, and request and review any further reports required * Undertake all calls and underwrite with adherence to compliance and regulatory requirements * Update, obtain and maintain all related systems with data, notes and tasks * Refer cases to lender where they might be slightly outside of criteria The Ideal Case Manager will... Proven experience of working successfully to targets * Current or recent experience of an outbound call environment * Ability to respond quickly to training and adapt to changes within the industry * Able to carry out processes in a compliant manner * Able to demonstrate achievements against a wide range of competencies * Experience in a busy environment What's in it for you? * Vitality Healthcare upon completion of probation * Company Pension Scheme * Rising holiday entitlement * Free secure parking * Great location close to transport links * Access to training and development * Stimulating career progression * Annual awards evening * Regular social nights * Company uniform provided Basic Salary of £18,000 - £20,000 DOE
Apr 05, 2020
Full time
Financial Case Manager Imagine a full time career working for the UKs favourite Finance Broker as a Case Manager within a Mortgage Advice team. Then add a large open planned office with a collaborative and fun environment. Does this sound like something you would like to be a part of? Then continue reading... You could have a background as a Claims Processor, Claims Manager, Case Manager, Mortgage Administrator, Claims Handler or Claims Administrator... The role consists of processing and managing loan applications from the initial response through to completion, ownership and management of tasks to successfully deliver loan completions for our customers. Case Manager Responsibilities: Effectively manage a pipeline of first charge mortgage applications through to completion * Fully review new cases where customers have responded after point of sale to accurately underwrite the case in accordance with the lenders criteria * Correspond both written and verbally with the customer throughout the process * Request all required information from third parties - e.g. mortgage companies, management companies, solicitors, accountants, surveyors * Instruct all necessary valuation reports, and review upon receipt, and request and review any further reports required * Undertake all calls and underwrite with adherence to compliance and regulatory requirements * Update, obtain and maintain all related systems with data, notes and tasks * Refer cases to lender where they might be slightly outside of criteria The Ideal Case Manager will... Proven experience of working successfully to targets * Current or recent experience of an outbound call environment * Ability to respond quickly to training and adapt to changes within the industry * Able to carry out processes in a compliant manner * Able to demonstrate achievements against a wide range of competencies * Experience in a busy environment What's in it for you? * Vitality Healthcare upon completion of probation * Company Pension Scheme * Rising holiday entitlement * Free secure parking * Great location close to transport links * Access to training and development * Stimulating career progression * Annual awards evening * Regular social nights * Company uniform provided Basic Salary of £18,000 - £20,000 DOE
Role Summary Responsible for technical administration support and client servicing within the business, this position will provide an opportunity to build close relationships with clients as well as build on your technical knowledge within the Financial Services environment. Responsibilities include (but are not limited to): Maintaining and updating back-office systems & client records Preparation of advice letters and recommendations Maintain a good understanding and overall technical knowledge Researching financial products Completing forms/preparing packs and sending out to clients Assisting the Client Support Team as needed. This will involve various tasks such as: o Liaising with clients and product providers o Seeing new business through to completion o LOA research o Dealing with technical client queries and post- meeting tasks o Ensuring the Client Support Specialists have all the information needed to prepare documentation ahead of meetings Requested Experience Experience within a financial services environment Knowledge of financial services and products (desirable) Experience within an IFA / Financial Planning environment (advantageous) Previous experience providing administration support Competencies Good team working and liaison skills to deal effectively with tasks set and provide support for other team members Ability to prioritise and organise own workload Ability to work under pressure and to deadlines Willingness to continue to develop knowledge of products Calm, friendly and non-judgemental approach Positive, energetic Supportive Analytical and proactive Accuracy with attention to detail Ability to work to deadlines and juggle priorities Company Summary: Our client, based in Newbury, is a well-established financial services firm with a strong team ethos. Due to company growth, they are looking to recruit a full time Technical Support Specialist to join their fun team. Action: If you have the skills and experience that we are looking for please apply immediately with your CV in Word format and covering letter.
Apr 05, 2020
Full time
Role Summary Responsible for technical administration support and client servicing within the business, this position will provide an opportunity to build close relationships with clients as well as build on your technical knowledge within the Financial Services environment. Responsibilities include (but are not limited to): Maintaining and updating back-office systems & client records Preparation of advice letters and recommendations Maintain a good understanding and overall technical knowledge Researching financial products Completing forms/preparing packs and sending out to clients Assisting the Client Support Team as needed. This will involve various tasks such as: o Liaising with clients and product providers o Seeing new business through to completion o LOA research o Dealing with technical client queries and post- meeting tasks o Ensuring the Client Support Specialists have all the information needed to prepare documentation ahead of meetings Requested Experience Experience within a financial services environment Knowledge of financial services and products (desirable) Experience within an IFA / Financial Planning environment (advantageous) Previous experience providing administration support Competencies Good team working and liaison skills to deal effectively with tasks set and provide support for other team members Ability to prioritise and organise own workload Ability to work under pressure and to deadlines Willingness to continue to develop knowledge of products Calm, friendly and non-judgemental approach Positive, energetic Supportive Analytical and proactive Accuracy with attention to detail Ability to work to deadlines and juggle priorities Company Summary: Our client, based in Newbury, is a well-established financial services firm with a strong team ethos. Due to company growth, they are looking to recruit a full time Technical Support Specialist to join their fun team. Action: If you have the skills and experience that we are looking for please apply immediately with your CV in Word format and covering letter.
Are you an experienced Paraplanner who loves the idea of working for a client centric business in Norwich? We are recruiting for a unique, market leading firm of Chartered Financial Advisors who are celebrating 20 years and continuing to grow. What makes this business stand out from their competitors is their interest in sustainability, ethical investments and their focus on building strong personal relationships with their clients. Working directly with the Financial Advisers you will utilise your passion for ethical and sustainable industries to report and recommend where investments should be made. This newly created position has become available due to a significant rise in client enquiries. To be considered you will: * Be Level 4 Diploma Qualified or soon to be. * Have an interest in helping clients meet their financial needs and ethical beliefs * Be a good team player who enjoys working collaboratively In return you will be paid a competitive salary (neg) + a generous pension contribution, benefits and free parking. This is an opportunity to work for a business that values their employees as much as their clients. To discuss in further detail call Kim at Select Appointments or apply using the link!
Apr 05, 2020
Full time
Are you an experienced Paraplanner who loves the idea of working for a client centric business in Norwich? We are recruiting for a unique, market leading firm of Chartered Financial Advisors who are celebrating 20 years and continuing to grow. What makes this business stand out from their competitors is their interest in sustainability, ethical investments and their focus on building strong personal relationships with their clients. Working directly with the Financial Advisers you will utilise your passion for ethical and sustainable industries to report and recommend where investments should be made. This newly created position has become available due to a significant rise in client enquiries. To be considered you will: * Be Level 4 Diploma Qualified or soon to be. * Have an interest in helping clients meet their financial needs and ethical beliefs * Be a good team player who enjoys working collaboratively In return you will be paid a competitive salary (neg) + a generous pension contribution, benefits and free parking. This is an opportunity to work for a business that values their employees as much as their clients. To discuss in further detail call Kim at Select Appointments or apply using the link!
Title: Senior IFA Administrator Location: North London Salary: £30K - 37.5K Are you looking for a new and exciting opportunity? My Client which was established in 2008, is a firm of independent financial advisers providing advice to private clients. The firm manages private client with a minimum of c£250K + of investable assets. They are now looking to recruit a Senior IFA Administrator to join their well-established team. The successful candidate will be Providing support to both the paraplanning and Adviser teams as well as the firm's clients. This will include notes, letters of authority and valuation, overseeing the more junior staff, preparation of meeting packs and client statements on an interval basis. You will have strong experience in the market across various areas of administration with focus on financial planning. You will have the ability to oversee and mentor more junior members of the administration team and will have the chance to move into a management position in the long term. For immediate consideration for this Financial Adviser role please forward your CV to Katherine at Financial Divisions
Apr 05, 2020
Full time
Title: Senior IFA Administrator Location: North London Salary: £30K - 37.5K Are you looking for a new and exciting opportunity? My Client which was established in 2008, is a firm of independent financial advisers providing advice to private clients. The firm manages private client with a minimum of c£250K + of investable assets. They are now looking to recruit a Senior IFA Administrator to join their well-established team. The successful candidate will be Providing support to both the paraplanning and Adviser teams as well as the firm's clients. This will include notes, letters of authority and valuation, overseeing the more junior staff, preparation of meeting packs and client statements on an interval basis. You will have strong experience in the market across various areas of administration with focus on financial planning. You will have the ability to oversee and mentor more junior members of the administration team and will have the chance to move into a management position in the long term. For immediate consideration for this Financial Adviser role please forward your CV to Katherine at Financial Divisions
Mortgage Adviser / Mortgage Broker - Surbiton One of the UK's leading financial services providers has an excellent opportunity for a CeMAP (or equivalent) qualified Mortgage Adviser to cover leads in Surbiton. You will be responsible for providing whole of market mortgage advice to clients in a friendly and professional manner. You will also be responsible for safeguarding clients by providing relevant protection advice. You will have access to dedicated administration support. This is a genuine opportunity to earn £65 - 70k per annum. Candidate : Full CeMAP or equivalent Minimum 12 months mortgage advisory experience Drive and enthusiasm! Package: Up to £31k basic + Car Allowance + Uncapped Commission. £65-70k OTE Excellent Commission Structure Great lead source High market presence For Further information on Mortgage Advisor Jobs please contact Graham Turner on . Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, FPC
Apr 05, 2020
Full time
Mortgage Adviser / Mortgage Broker - Surbiton One of the UK's leading financial services providers has an excellent opportunity for a CeMAP (or equivalent) qualified Mortgage Adviser to cover leads in Surbiton. You will be responsible for providing whole of market mortgage advice to clients in a friendly and professional manner. You will also be responsible for safeguarding clients by providing relevant protection advice. You will have access to dedicated administration support. This is a genuine opportunity to earn £65 - 70k per annum. Candidate : Full CeMAP or equivalent Minimum 12 months mortgage advisory experience Drive and enthusiasm! Package: Up to £31k basic + Car Allowance + Uncapped Commission. £65-70k OTE Excellent Commission Structure Great lead source High market presence For Further information on Mortgage Advisor Jobs please contact Graham Turner on . Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, FPC
We are currently working with a fun, friendly, and experienced Finance Manager looking for a Finance Manager to join the team in central London. The role would suit someone looking for a fully autonomous role over the Finance function in a fun and vibrant office culture. Applicants should be self-driven, flexible, a good communicator, able to work on own initiative, clear focus on producing high quality work. This Finance Manager role will require you to complete all of the financial elements required for the business, under the direction of the Chief Operating Officer. JOB TITLE: Finance Manager JOB TYPE: Permanent COMPANY TYPE: Sports and Leisure Company HOURS: Monday to Friday 09:00 - 17:30 (1-hour lunch) SALARY: circa £35,000 plus benefits LOCATION: South West London CULTURE: Professional, friendly, corporate yet friendly atmosphere with a buzzy vibe BENEFITS: Pension Scheme, Holiday pay, paid volunteering allowance, free food and refreshments, sports and wellness classes, team incentives, fun and friendly environment, etc.! WOW FACTOR: Incredibly interesting and upbeat environment; varied and busy role with a great team! KEY RESPONSIBILITIES: Preparation and reporting of management accounts Bank reconciliations Quarterly VAT returns Preparation and processing of contractor payroll Processing of supplier payments General month-end activities such as accrual, prepayment, and other journals Credit control and debtor management Posting all income/expenditure/banking transactions Managing all bookings, POs, invoicing, and administration Assist external accountants with annual statutory accounts and tax returns REQUIREMENTS: At least 3 years' experience in a relevant position AAT 3, Level 1 ACCA/CIMA/ACA or equivalent, PQ or QBE Experience using Microsoft Excel/Google sheets Excellent verbal or written English Strong attention to detail Experience of working in a business unit or SME of min £5mil revenue Familiarity with accounting software, preferably Quickbooks Loves working in a team environment NB: If this company and position appeals to you then please apply your CV on-line. Advertised by Office Angels Partnership Accounts branch. Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted for the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://candidate-privacy
Apr 05, 2020
Full time
We are currently working with a fun, friendly, and experienced Finance Manager looking for a Finance Manager to join the team in central London. The role would suit someone looking for a fully autonomous role over the Finance function in a fun and vibrant office culture. Applicants should be self-driven, flexible, a good communicator, able to work on own initiative, clear focus on producing high quality work. This Finance Manager role will require you to complete all of the financial elements required for the business, under the direction of the Chief Operating Officer. JOB TITLE: Finance Manager JOB TYPE: Permanent COMPANY TYPE: Sports and Leisure Company HOURS: Monday to Friday 09:00 - 17:30 (1-hour lunch) SALARY: circa £35,000 plus benefits LOCATION: South West London CULTURE: Professional, friendly, corporate yet friendly atmosphere with a buzzy vibe BENEFITS: Pension Scheme, Holiday pay, paid volunteering allowance, free food and refreshments, sports and wellness classes, team incentives, fun and friendly environment, etc.! WOW FACTOR: Incredibly interesting and upbeat environment; varied and busy role with a great team! KEY RESPONSIBILITIES: Preparation and reporting of management accounts Bank reconciliations Quarterly VAT returns Preparation and processing of contractor payroll Processing of supplier payments General month-end activities such as accrual, prepayment, and other journals Credit control and debtor management Posting all income/expenditure/banking transactions Managing all bookings, POs, invoicing, and administration Assist external accountants with annual statutory accounts and tax returns REQUIREMENTS: At least 3 years' experience in a relevant position AAT 3, Level 1 ACCA/CIMA/ACA or equivalent, PQ or QBE Experience using Microsoft Excel/Google sheets Excellent verbal or written English Strong attention to detail Experience of working in a business unit or SME of min £5mil revenue Familiarity with accounting software, preferably Quickbooks Loves working in a team environment NB: If this company and position appeals to you then please apply your CV on-line. Advertised by Office Angels Partnership Accounts branch. Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted for the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://candidate-privacy
Location - Knutsford Salary - £35,000 Blakemore recruitment are assisting a well established IFA/Wealth Management Practice in Knutsford seek an experienced Paraplanner to support the team of financial planners and deliver a research and report writing service to high net worth clients. Key Skills and Knowledge An understanding of the financial planning process. Ability to work within defined business processes. Prioritise and plan own workload to achieve agreed outcomes without supervision. Detailed and accurate. Articulate, analytical and numerate. Excellent communication and interpersonal skills. Good IT skills with competency in the use of the Microsoft Office suite (Excel, Word & Outlook) and financial research tools (e.g. O&M, Voyant, FEAnalytics & Synaptic). Using FEAnalytics to research and analyse fund performance, volatility and risk. Using Voyant to prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings. Using O&M Pensions Profiler to analyse existing and recommended pension arrangements. Experience of wrap platforms and main tax wrappers. Advanced report writing skills. Ability to work independently and as part of a team. Broad knowledge of financial services world. High level of technical knowledge of financial products. Accountabilities Preparing and Maintaining Client File Liaise with both the financial planner and administration team to ensure all compliance paperwork is present. Ensure that sufficient 'know your client' information is obtained to support the financial planning process. Liaise with the financial planner to ensure the client's objectives and risk profile are determined and recorded. Assist the administration team to gather all the relevant information linked to the client's existing financial products and arrangements. Identify and obtain all relevant information as necessary to complete the suitability report and/or cash flow plan. Ensuring the necessary research data and supporting documentation are saved onto the client file. Preparing Recommendations Identify outstanding financial planning requirements. Analyse the client's current financial position and arrangements. Undertake research both independently and with the financial planner to identify suitable solutions to meet the client's needs and objectives. Prepare information/comparisons for analysis by the financial planner. Liaise with the client's legal and tax advisers (if applicable). Prepare recommendations for appropriate investment strategies with regard to the client's risk profile and available assets. Input cashflow information into Voyant for presentation to clients. Prepare illustrations and application forms for agreed recommendations. Prepare draft suitability reports to be discussed with/signed off by the financial planner. Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities e.g. attending seminars/workshops. Client Review Process Assist with the maintenance of client relationships e.g. attend client meetings in conjunction with a financial planner if required. Review investment portfolios, asset allocation, risk profiles etc. Qualifications Diploma in Financial Planning Relevant qualifications in other technical areas such pensions, investments, trusts, long term care/equity release (desirable). Think this could be the role for you? Please apply or contact Neha at Blakemore Recruitment.
Apr 05, 2020
Full time
Location - Knutsford Salary - £35,000 Blakemore recruitment are assisting a well established IFA/Wealth Management Practice in Knutsford seek an experienced Paraplanner to support the team of financial planners and deliver a research and report writing service to high net worth clients. Key Skills and Knowledge An understanding of the financial planning process. Ability to work within defined business processes. Prioritise and plan own workload to achieve agreed outcomes without supervision. Detailed and accurate. Articulate, analytical and numerate. Excellent communication and interpersonal skills. Good IT skills with competency in the use of the Microsoft Office suite (Excel, Word & Outlook) and financial research tools (e.g. O&M, Voyant, FEAnalytics & Synaptic). Using FEAnalytics to research and analyse fund performance, volatility and risk. Using Voyant to prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings. Using O&M Pensions Profiler to analyse existing and recommended pension arrangements. Experience of wrap platforms and main tax wrappers. Advanced report writing skills. Ability to work independently and as part of a team. Broad knowledge of financial services world. High level of technical knowledge of financial products. Accountabilities Preparing and Maintaining Client File Liaise with both the financial planner and administration team to ensure all compliance paperwork is present. Ensure that sufficient 'know your client' information is obtained to support the financial planning process. Liaise with the financial planner to ensure the client's objectives and risk profile are determined and recorded. Assist the administration team to gather all the relevant information linked to the client's existing financial products and arrangements. Identify and obtain all relevant information as necessary to complete the suitability report and/or cash flow plan. Ensuring the necessary research data and supporting documentation are saved onto the client file. Preparing Recommendations Identify outstanding financial planning requirements. Analyse the client's current financial position and arrangements. Undertake research both independently and with the financial planner to identify suitable solutions to meet the client's needs and objectives. Prepare information/comparisons for analysis by the financial planner. Liaise with the client's legal and tax advisers (if applicable). Prepare recommendations for appropriate investment strategies with regard to the client's risk profile and available assets. Input cashflow information into Voyant for presentation to clients. Prepare illustrations and application forms for agreed recommendations. Prepare draft suitability reports to be discussed with/signed off by the financial planner. Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities e.g. attending seminars/workshops. Client Review Process Assist with the maintenance of client relationships e.g. attend client meetings in conjunction with a financial planner if required. Review investment portfolios, asset allocation, risk profiles etc. Qualifications Diploma in Financial Planning Relevant qualifications in other technical areas such pensions, investments, trusts, long term care/equity release (desirable). Think this could be the role for you? Please apply or contact Neha at Blakemore Recruitment.
A global Insurance business that focuses on professional services is looking to hire a Data Management and Data Governance Manger. The role will involve helping the business manage underwriting, claims and corporate governance. The Role: The Data Governance Manager, will be accountable for the control of data from both a strategic and day-to-day perspective. Setting Data Governance Strategy and Policy Execution of these via day-to-day Data Management Identification of and liaison with Data Owners and Data Stewards Quarterly Data Audits and actions arising from these Driving and coordinating Data Quality Improvement Regulatory Compliance with respect to data matters Review of Change Programmes & Projects from a Data Governance perspective Liaison with Group InfoSec & Data Privacy Requirements: Experience of developing and executing Data Governance Policies and Frameworks Experience establishing Data Audit scripts Experience working with Change projects and programmes to ensure that they adhere to the Data Governance Policy and improve Data Quality Experience delivering Data Quality Improvement initiatives Can work via influence with the ability to gain the confidence of peers and superior Knowledge, or at least familiarity with, data-related technology Sufficient knowledge of SQL / Database Programming to either write or specify Data Quality, Data Reconciliation and Data Audit scripts Understanding of the software development lifecycle and the role of Data Governance in this area Awareness of the importance of cultural transformation in establishing successful Data Governance and driving Data Quality Improvement Team player, both within own function and the broader organisation For more information please apply to this advert. Thanks
Apr 05, 2020
Full time
A global Insurance business that focuses on professional services is looking to hire a Data Management and Data Governance Manger. The role will involve helping the business manage underwriting, claims and corporate governance. The Role: The Data Governance Manager, will be accountable for the control of data from both a strategic and day-to-day perspective. Setting Data Governance Strategy and Policy Execution of these via day-to-day Data Management Identification of and liaison with Data Owners and Data Stewards Quarterly Data Audits and actions arising from these Driving and coordinating Data Quality Improvement Regulatory Compliance with respect to data matters Review of Change Programmes & Projects from a Data Governance perspective Liaison with Group InfoSec & Data Privacy Requirements: Experience of developing and executing Data Governance Policies and Frameworks Experience establishing Data Audit scripts Experience working with Change projects and programmes to ensure that they adhere to the Data Governance Policy and improve Data Quality Experience delivering Data Quality Improvement initiatives Can work via influence with the ability to gain the confidence of peers and superior Knowledge, or at least familiarity with, data-related technology Sufficient knowledge of SQL / Database Programming to either write or specify Data Quality, Data Reconciliation and Data Audit scripts Understanding of the software development lifecycle and the role of Data Governance in this area Awareness of the importance of cultural transformation in establishing successful Data Governance and driving Data Quality Improvement Team player, both within own function and the broader organisation For more information please apply to this advert. Thanks
The Company: An international banking group, providing investors with customised investment, private banking & asset management services. The Role: The Global Equity Analyst will sit within the London based team and manage 2 key products: Equity Global Focus and Equity High-Income Fund. The Global Equity Analyst will be passionate about Environmental Social Governance (ESG) and over time will look to integrate this into a practical investment philosophy. The Global Equity Analyst will also develop their own stock picking capability. The primary functions of the Global Equity Analyst will be to develop, refine and maintain complex financial models, maintaining excel spreadsheets and running quantitative analysis. The Global Equity Analyst will understand portfolio risk and be able to run risk reports and liaise with the Investment Risk team as well as collaborating with other team members. The Global Equity Analyst will analyse Global companies from an equity analysis viewpoint. The Candidate Approximately 3 years career experience in Environmental Social Governance (ESG) or Investment with Environmental Social Governance framework. Global Equities / Equity Analysis experience. Educated to degree level or relevant level experience. CFA or equivalent qualification. Strong financial modelling skills and ability to develop, refine and maintain complex financial models, adding value through fundamental and technical analysis. Highly skilled in Excel. Client facing responsibilities - would be advantageous. Strong team player, able to work under pressure. Strong communication and interpersonal skills, capable of interacting with all levels. Detail and accuracy focused. Good presentation skills.
Apr 05, 2020
Full time
The Company: An international banking group, providing investors with customised investment, private banking & asset management services. The Role: The Global Equity Analyst will sit within the London based team and manage 2 key products: Equity Global Focus and Equity High-Income Fund. The Global Equity Analyst will be passionate about Environmental Social Governance (ESG) and over time will look to integrate this into a practical investment philosophy. The Global Equity Analyst will also develop their own stock picking capability. The primary functions of the Global Equity Analyst will be to develop, refine and maintain complex financial models, maintaining excel spreadsheets and running quantitative analysis. The Global Equity Analyst will understand portfolio risk and be able to run risk reports and liaise with the Investment Risk team as well as collaborating with other team members. The Global Equity Analyst will analyse Global companies from an equity analysis viewpoint. The Candidate Approximately 3 years career experience in Environmental Social Governance (ESG) or Investment with Environmental Social Governance framework. Global Equities / Equity Analysis experience. Educated to degree level or relevant level experience. CFA or equivalent qualification. Strong financial modelling skills and ability to develop, refine and maintain complex financial models, adding value through fundamental and technical analysis. Highly skilled in Excel. Client facing responsibilities - would be advantageous. Strong team player, able to work under pressure. Strong communication and interpersonal skills, capable of interacting with all levels. Detail and accuracy focused. Good presentation skills.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 150 awards in the past 5 years and continually growing. Are you a fully qualified Mortgage & Protection Adviser with experience of providing a first class advised customer service to all types of mortgage customers? If so, we are delighted to offer exciting opportunities for experienced mortgage advisers to take on challenging and extremely rewarding adviser roles and we now seek dynamic and experienced individuals who will be responsible for dealing with the mortgage leads of one of our top, nationally recognised online estate agency introducers in the Bolton, Bury, Rochdale, Oldham, Middleton, Manchester and Stockport areas . This highly successful online estate agent with a difference sell hundreds of homes a month across the UK but the mortgage and protection leads remain largely untapped at the moment. Customer appointments will be predominantly face to face depending on the needs of your customers and there is a serviced office to work from in partnership with 3 quality introducers in the area listing 40+ properties per month and selling nearly as many!! The opportunity to be successful here is really exceptional, crack this and you'll be very successful with either a competitive self employed or employed package available for discussion. The ability to motivate the team that refer to you and develop strong relationships here is the key, whilst being able to advise and recommend the most suitable mortgages and protection products over the phone is a given. This position is very flexible, home based and you will need to be extremely self disciplined, in return you will have excellent support to provide full administration on all your cases once submitted.
Apr 05, 2020
Full time
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 150 awards in the past 5 years and continually growing. Are you a fully qualified Mortgage & Protection Adviser with experience of providing a first class advised customer service to all types of mortgage customers? If so, we are delighted to offer exciting opportunities for experienced mortgage advisers to take on challenging and extremely rewarding adviser roles and we now seek dynamic and experienced individuals who will be responsible for dealing with the mortgage leads of one of our top, nationally recognised online estate agency introducers in the Bolton, Bury, Rochdale, Oldham, Middleton, Manchester and Stockport areas . This highly successful online estate agent with a difference sell hundreds of homes a month across the UK but the mortgage and protection leads remain largely untapped at the moment. Customer appointments will be predominantly face to face depending on the needs of your customers and there is a serviced office to work from in partnership with 3 quality introducers in the area listing 40+ properties per month and selling nearly as many!! The opportunity to be successful here is really exceptional, crack this and you'll be very successful with either a competitive self employed or employed package available for discussion. The ability to motivate the team that refer to you and develop strong relationships here is the key, whilst being able to advise and recommend the most suitable mortgages and protection products over the phone is a given. This position is very flexible, home based and you will need to be extremely self disciplined, in return you will have excellent support to provide full administration on all your cases once submitted.
City & Capital Headhunters are currently representing a highly respected and fast growing asset finance broker who are seeking to appoint a talented and ambitious Sales Manager to lead & drive their London based sales team. You will take responsibility for a high performing and rapidly growing sales team within their London offices whilst undertaking all elements of the day to day running and performance of the London operation. Our client is an instantly recognisable brand within the sector and have been operating with great success in this market for a number of years as they continue to go from strength to strength. The existing sales team has a good blend of experienced high performers, as well as recently recruited graduates, so the ability to adapt your leadership style accordingly is a prerequisite. It is expected that the individual joining within this role at this time will continue to grow the London office in terms of headcount, client numbers and lending volumes. This is therefore a genuine opportunity to join at an extremely exciting time where your success & impact within could propel your own career standing and earnings forward quickly, once excellent performance is delivered. The role itself operates as a member of the leadership team of the group, and is the most senior role outside of the group's head office. The key to success in this role will be the ability to balance driving a continuous improvement culture, ensuring that all staff are fully on board with all process improvements while increasing client contact levels and lending volumes. This role will work closely with all lenders on the panel to ensure that changes to products and lending criteria and communicated in a timely manner across the business and understood by the sales team. You will be able to demonstrate clear rationale and decision making abilities and will be happy to challenge where required. In addition you will be expected to work closely with the central HR team in terms of recruiting and growing the sales team alongside delivering ongoing training and coaching. In addition you will attend all Senior Management Team meetings at the group's head office and represent the business at industry and lender events. The ideal individual will have a demonstrable track record of success within a sales management position, preferably within a regulated environment. You will have the analytical capability required to optimise processes together with the passion and energy required to lead and grow a high performance team. Our client is willing to pay up to £60k as a basic salary for the ideal individual, which will be relevant to experience and performance at interview, as you would expect. This will be complemented by a particularly generous bonus scheme. You will be able to work from our clients offices in Central London & will be expected to: Regularly update the Sales Director in terms of team performance to KPI's and anticipated sales volumes Build & improve sales processes and procedures, as well as the team Deliver outstanding customer experience for new and existing clients Work with and deliver key MI to drive future performance Develop strong relationships with lender partners Quantifiable skills & experience of the ideal individual include: Highly organised & confident in managing own diary/pipeline to time manage key requirements accordingly Ambitious and keen to grow with the business Previous experience of overseeing a structured sales process Proven and demonstratable track record Coaching and mentoring skills An understanding of finance options Proactive approach to resolving issues Strong IT skills and ability to adapt to new IT systems There is a reasonable amount of urgency to fill this position as you might expect, in line with the exciting expansion plans outlined above. Therefore if this role is of interest, then we would be keen to receive your application at the earliest opportunity to avoid disappointment. We will then be in touch to discuss your background and experience (as well as your own ambitions) so that we can learn a little more about you. This will also give me opportunity to give you all the information on the role, client and future plans to make
Apr 05, 2020
Full time
City & Capital Headhunters are currently representing a highly respected and fast growing asset finance broker who are seeking to appoint a talented and ambitious Sales Manager to lead & drive their London based sales team. You will take responsibility for a high performing and rapidly growing sales team within their London offices whilst undertaking all elements of the day to day running and performance of the London operation. Our client is an instantly recognisable brand within the sector and have been operating with great success in this market for a number of years as they continue to go from strength to strength. The existing sales team has a good blend of experienced high performers, as well as recently recruited graduates, so the ability to adapt your leadership style accordingly is a prerequisite. It is expected that the individual joining within this role at this time will continue to grow the London office in terms of headcount, client numbers and lending volumes. This is therefore a genuine opportunity to join at an extremely exciting time where your success & impact within could propel your own career standing and earnings forward quickly, once excellent performance is delivered. The role itself operates as a member of the leadership team of the group, and is the most senior role outside of the group's head office. The key to success in this role will be the ability to balance driving a continuous improvement culture, ensuring that all staff are fully on board with all process improvements while increasing client contact levels and lending volumes. This role will work closely with all lenders on the panel to ensure that changes to products and lending criteria and communicated in a timely manner across the business and understood by the sales team. You will be able to demonstrate clear rationale and decision making abilities and will be happy to challenge where required. In addition you will be expected to work closely with the central HR team in terms of recruiting and growing the sales team alongside delivering ongoing training and coaching. In addition you will attend all Senior Management Team meetings at the group's head office and represent the business at industry and lender events. The ideal individual will have a demonstrable track record of success within a sales management position, preferably within a regulated environment. You will have the analytical capability required to optimise processes together with the passion and energy required to lead and grow a high performance team. Our client is willing to pay up to £60k as a basic salary for the ideal individual, which will be relevant to experience and performance at interview, as you would expect. This will be complemented by a particularly generous bonus scheme. You will be able to work from our clients offices in Central London & will be expected to: Regularly update the Sales Director in terms of team performance to KPI's and anticipated sales volumes Build & improve sales processes and procedures, as well as the team Deliver outstanding customer experience for new and existing clients Work with and deliver key MI to drive future performance Develop strong relationships with lender partners Quantifiable skills & experience of the ideal individual include: Highly organised & confident in managing own diary/pipeline to time manage key requirements accordingly Ambitious and keen to grow with the business Previous experience of overseeing a structured sales process Proven and demonstratable track record Coaching and mentoring skills An understanding of finance options Proactive approach to resolving issues Strong IT skills and ability to adapt to new IT systems There is a reasonable amount of urgency to fill this position as you might expect, in line with the exciting expansion plans outlined above. Therefore if this role is of interest, then we would be keen to receive your application at the earliest opportunity to avoid disappointment. We will then be in touch to discuss your background and experience (as well as your own ambitions) so that we can learn a little more about you. This will also give me opportunity to give you all the information on the role, client and future plans to make
The Position Our client is a global powerhouse in the Financial Services sector. This organisation in Jersey (Channel Islands) has areas of the business dedicated to private banking and wealth management, as well as offering corporate and investment banking products and services. This financial institution has a growing fund administration remit which is expanding due to new business wins. As such, the firm is looking to hire several Senior Fund Administrators to join the Fund Administration team. The client will also consider those at the Fund Administrator level. This team handles the Fund Administration work for client's funds (investment drawdowns, investment distributions, capital calls, call notices, etc.). The funds are pan-European private equity funds. Your Profile The client is looking to meet candidates who are: ICSA qualified/currently studying/Qualified by Experience. The client will consider candidates coming from a fund administration background. If you have been doing found administration for real estate funds, and wish to transition to private equity funds, this will also be considered. Solid experience doing investment drawdowns, distributions and the like is a must for this role. The client needs candidates who have strong attention to detail. Strong communication skills are essential, as you will be liaising with client firms on a regular basis. * For candidates holding a non UK/EU passport, the client will provide work permits for successful candidates...... click apply for full job details
Apr 05, 2020
Full time
The Position Our client is a global powerhouse in the Financial Services sector. This organisation in Jersey (Channel Islands) has areas of the business dedicated to private banking and wealth management, as well as offering corporate and investment banking products and services. This financial institution has a growing fund administration remit which is expanding due to new business wins. As such, the firm is looking to hire several Senior Fund Administrators to join the Fund Administration team. The client will also consider those at the Fund Administrator level. This team handles the Fund Administration work for client's funds (investment drawdowns, investment distributions, capital calls, call notices, etc.). The funds are pan-European private equity funds. Your Profile The client is looking to meet candidates who are: ICSA qualified/currently studying/Qualified by Experience. The client will consider candidates coming from a fund administration background. If you have been doing found administration for real estate funds, and wish to transition to private equity funds, this will also be considered. Solid experience doing investment drawdowns, distributions and the like is a must for this role. The client needs candidates who have strong attention to detail. Strong communication skills are essential, as you will be liaising with client firms on a regular basis. * For candidates holding a non UK/EU passport, the client will provide work permits for successful candidates...... click apply for full job details
IT Service Analyst Manchester City Centre up to £25,000 + excellent benefits NJR are working in conjunction with a fantastic business who provide banking, investment management, pensions and advisory services for private, institutional and corporate clients. They are now looking for an IT Service Analyst to join their team in prestigious offices in Manchester City Centre. Key responsibilities will include: Produce and maintain documentation to ensure an efficient and effective service aligned with the agreed 3rd party SLAs. Communicate with suppliers and 3rd party providers to manage software licences and services. Administer changes to systems access authorised by Operational Risk as part of the Service Provision and Joiners & Leavers processes. The ideal candidate will be analytically minded with great problem-solving skills, you will have a methodical approach along with the ability to work to deadlines and under pressure. Experience of using and supporting Microsoft Office Products is essential as is administration of Active Directory, you will also be confident dealing with 3rd Party Providers. They are looking for someone who is organised, has great attention to detail with strong knowledge of IT hardware and software. For further information please contact one of our specialist consultants quoting REF:NJR10127
Apr 05, 2020
Full time
IT Service Analyst Manchester City Centre up to £25,000 + excellent benefits NJR are working in conjunction with a fantastic business who provide banking, investment management, pensions and advisory services for private, institutional and corporate clients. They are now looking for an IT Service Analyst to join their team in prestigious offices in Manchester City Centre. Key responsibilities will include: Produce and maintain documentation to ensure an efficient and effective service aligned with the agreed 3rd party SLAs. Communicate with suppliers and 3rd party providers to manage software licences and services. Administer changes to systems access authorised by Operational Risk as part of the Service Provision and Joiners & Leavers processes. The ideal candidate will be analytically minded with great problem-solving skills, you will have a methodical approach along with the ability to work to deadlines and under pressure. Experience of using and supporting Microsoft Office Products is essential as is administration of Active Directory, you will also be confident dealing with 3rd Party Providers. They are looking for someone who is organised, has great attention to detail with strong knowledge of IT hardware and software. For further information please contact one of our specialist consultants quoting REF:NJR10127
Managing Director (financial services) up to £75,000 basic salary, OTE £100-120,000 + benefits including potential shares in the business, car allowance, unlimited holiday (subject to delivering results), private medical cover, health cash-plan, pension, mobile phone, laptop etc. The Company: Key Solutions Ltd is an award winning and rapidly expanding whole of market mortgage broker. With an ethos of 'working to make life easier and better for everyone' they have been providing quality, independent mortgage advice to residential purchasers, property investors and commercial clients for over 20 years. Their story began in the New Build market, helping their clients obtain the funding required to buy their new homes. While their business has expanded, they remain heavily involved within the New Build market, working in close partnership with national and regional property developers. Their expert advice and caring, client centric approach, underpinned by their core values of trust, transparency, integrity, teamwork and service has resulted in them obtaining a rating of 5 out of 5 on Trustpilot and being ranked as the Number 1 Mortgage Broker in the UK. Their offices are based on the outskirts of Weston-Super-Mare, 5 minutes from junction 21 of the M5. The Role: You will initially start as Managing Director designate whilst learning the intricacies of the New Build part of the business, prior to taking on full accountability for the entire operation as Managing Director. Managing Director, Responsibilities: Mentor and support the New Build Relationship Manager in developing existing accounts and introductory sources, attending New Build site visits and developing strong relationships with regional and national property developers, from site to senior management level. Pro-actively secure new accounts and introductory sources, developing relationships, presenting and pitching for new business. Oversee the on-boarding of new accounts, securing relationships and ensuring service excellence is delivered. Lead and mentor the Senior Management Team to in turn lead, mentor and motivate their teams to achieve the required results. Mentor and support the Sales Manager to drive, train and develop their sales team, ensuring New Builds' service, quality and sales KPI's are met. Operational management - interpret Management Information and take appropriate action, implement and enhance processes and procedures, lead on change projects etc. HR Management - oversee recruitment, training, succession planning etc. Maximise internal communication and motivation through regular management meetings and reviews, promoting and upholding the Key Solutions Culture. Taking full accountability for the success and growth of the business Managing Director, Requirements: 3 years + experience in a Senior Management role, with commercial accountability 3 years + Financial Services experience (or experience of working in an associated or highly regulated professional services industry). A strong track record of personal and business success. A flair for business development, networking and presenting. Driven, ambitious, charismatic, committed, caring, emotionally intelligent, confident, tenacious, embracing of change and motivated by taking responsibility, full accountability and engendering accountability in others. Ethically aligned to the company values with a desire to make a difference, to do good in the world and do the best for everyone around you. Dawn O'Shea is recruiting the Managing Director directly on behalf of Key Solutions Ltd so NO AGENCIES PLEASE. If you are successful in being shortlisted for the Managing Director vacancy you will be contacted by telephone in the first instance to discuss the role and your requirements further.
Apr 05, 2020
Full time
Managing Director (financial services) up to £75,000 basic salary, OTE £100-120,000 + benefits including potential shares in the business, car allowance, unlimited holiday (subject to delivering results), private medical cover, health cash-plan, pension, mobile phone, laptop etc. The Company: Key Solutions Ltd is an award winning and rapidly expanding whole of market mortgage broker. With an ethos of 'working to make life easier and better for everyone' they have been providing quality, independent mortgage advice to residential purchasers, property investors and commercial clients for over 20 years. Their story began in the New Build market, helping their clients obtain the funding required to buy their new homes. While their business has expanded, they remain heavily involved within the New Build market, working in close partnership with national and regional property developers. Their expert advice and caring, client centric approach, underpinned by their core values of trust, transparency, integrity, teamwork and service has resulted in them obtaining a rating of 5 out of 5 on Trustpilot and being ranked as the Number 1 Mortgage Broker in the UK. Their offices are based on the outskirts of Weston-Super-Mare, 5 minutes from junction 21 of the M5. The Role: You will initially start as Managing Director designate whilst learning the intricacies of the New Build part of the business, prior to taking on full accountability for the entire operation as Managing Director. Managing Director, Responsibilities: Mentor and support the New Build Relationship Manager in developing existing accounts and introductory sources, attending New Build site visits and developing strong relationships with regional and national property developers, from site to senior management level. Pro-actively secure new accounts and introductory sources, developing relationships, presenting and pitching for new business. Oversee the on-boarding of new accounts, securing relationships and ensuring service excellence is delivered. Lead and mentor the Senior Management Team to in turn lead, mentor and motivate their teams to achieve the required results. Mentor and support the Sales Manager to drive, train and develop their sales team, ensuring New Builds' service, quality and sales KPI's are met. Operational management - interpret Management Information and take appropriate action, implement and enhance processes and procedures, lead on change projects etc. HR Management - oversee recruitment, training, succession planning etc. Maximise internal communication and motivation through regular management meetings and reviews, promoting and upholding the Key Solutions Culture. Taking full accountability for the success and growth of the business Managing Director, Requirements: 3 years + experience in a Senior Management role, with commercial accountability 3 years + Financial Services experience (or experience of working in an associated or highly regulated professional services industry). A strong track record of personal and business success. A flair for business development, networking and presenting. Driven, ambitious, charismatic, committed, caring, emotionally intelligent, confident, tenacious, embracing of change and motivated by taking responsibility, full accountability and engendering accountability in others. Ethically aligned to the company values with a desire to make a difference, to do good in the world and do the best for everyone around you. Dawn O'Shea is recruiting the Managing Director directly on behalf of Key Solutions Ltd so NO AGENCIES PLEASE. If you are successful in being shortlisted for the Managing Director vacancy you will be contacted by telephone in the first instance to discuss the role and your requirements further.
Summary: SEI's Institutional Group is one of the first and largest global providers of outsourced investment management services. We deliver integrated retirement, healthcare and nonprofit solutions to more than 480 clients in 12 countries and in the UK our core propositions are Fiduciary Management and Defined Contribution Master Trust. We are looking for a DC Client Strategy Director who will hold a key relationship role & be responsible for the Management and Development of relationships with our DCFM and Master Trust clients. The successful applicant will contribute internally to ensure effective development, delivery and positioning of competitive DC solutions as well as externally as a market recognised professional and advocate for SEI with integral participation in sales agendas. What you'll do: You will lead on all aspects of SEI service delivery to clients as the primary contact and client advocate within SEI. You will identify SEI's DC clients emerging needs and inform the DC Proposition Team You will help SEI's DC clients to devise and deliver member communication strategies You will advise clients on investment strategy including default strategy and investment options where required Represent SEI through participation in roundtable events, seminars, conferences, media interviews and help develop thought leadership in areas of strategic interest to DC clients. Support the sales process of converting new business opportunities into new clients, including participating in new business proposals and consultant meetings Develop effective relationships with clients and their professional advisers What you'll bring to the table: You will have significant client facing DC experience & bring your strong technical knowledge including DC and Investment knowledge Previous experience of working within institutional asset management is preferred Hands on experience and knowledge of the products and services pertinent to the Defined Contribution landscape Attributes we value: Passionate about building effective client relationships and acting in the best interests of our clients Collaborative working style Excellent communication skills The ability to prioritise and manage multiple agendas The ability to see projects through successfully from end to end SEI is an equal opportunities employer and so much more… Now in our 50th year, SEI is a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week. SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Apr 05, 2020
Full time
Summary: SEI's Institutional Group is one of the first and largest global providers of outsourced investment management services. We deliver integrated retirement, healthcare and nonprofit solutions to more than 480 clients in 12 countries and in the UK our core propositions are Fiduciary Management and Defined Contribution Master Trust. We are looking for a DC Client Strategy Director who will hold a key relationship role & be responsible for the Management and Development of relationships with our DCFM and Master Trust clients. The successful applicant will contribute internally to ensure effective development, delivery and positioning of competitive DC solutions as well as externally as a market recognised professional and advocate for SEI with integral participation in sales agendas. What you'll do: You will lead on all aspects of SEI service delivery to clients as the primary contact and client advocate within SEI. You will identify SEI's DC clients emerging needs and inform the DC Proposition Team You will help SEI's DC clients to devise and deliver member communication strategies You will advise clients on investment strategy including default strategy and investment options where required Represent SEI through participation in roundtable events, seminars, conferences, media interviews and help develop thought leadership in areas of strategic interest to DC clients. Support the sales process of converting new business opportunities into new clients, including participating in new business proposals and consultant meetings Develop effective relationships with clients and their professional advisers What you'll bring to the table: You will have significant client facing DC experience & bring your strong technical knowledge including DC and Investment knowledge Previous experience of working within institutional asset management is preferred Hands on experience and knowledge of the products and services pertinent to the Defined Contribution landscape Attributes we value: Passionate about building effective client relationships and acting in the best interests of our clients Collaborative working style Excellent communication skills The ability to prioritise and manage multiple agendas The ability to see projects through successfully from end to end SEI is an equal opportunities employer and so much more… Now in our 50th year, SEI is a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week. SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Job Title: Financial adviser Industry: Financial Services Location: Essex Starting Salary: Starting salary £40,000 (negotiable above depending on experience) Reference number: 13083 Job description: Recruit UK are currently working with a chartered financial planning firm in Essex who are looking to take on financial advisers to continue their organic development. An established firm founded in 2008 with an excellent reputation and client centric approach. They have an excellent remuneration package with considerable opportunities for salary raises. The basic salary starts at £40,000 however is flexible to be increased depending on adviser experience. The bonus is validated at 3x salary, after which you will receive 100% of business generated yourself or 75% of business written if it is generated from leads or clients given to you. They do not require you to have AUM to bring across, just that you are confident giving client facing advice and they will provide everything you need to be successful. Please get in touch to hear more about this opportunity. Requirements: Level 4 diploma in financial advice or planning Experience giving client facing advice Enthusiastic personality with suitable character What you will get in return: Starting salary of £40,000 + 3x validation bonus at 100% or 75% returns on business written The firm is happy to accommodate home or office-based advisers Clients and leads provided Comprehensive back office support package Self-employed opportunity available on a 60/40 split Transparent targets for salary raise About recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a fantastic specialist Independent Financial Adviser firm in Hertfordshire on an Independent Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Apr 05, 2020
Full time
Job Title: Financial adviser Industry: Financial Services Location: Essex Starting Salary: Starting salary £40,000 (negotiable above depending on experience) Reference number: 13083 Job description: Recruit UK are currently working with a chartered financial planning firm in Essex who are looking to take on financial advisers to continue their organic development. An established firm founded in 2008 with an excellent reputation and client centric approach. They have an excellent remuneration package with considerable opportunities for salary raises. The basic salary starts at £40,000 however is flexible to be increased depending on adviser experience. The bonus is validated at 3x salary, after which you will receive 100% of business generated yourself or 75% of business written if it is generated from leads or clients given to you. They do not require you to have AUM to bring across, just that you are confident giving client facing advice and they will provide everything you need to be successful. Please get in touch to hear more about this opportunity. Requirements: Level 4 diploma in financial advice or planning Experience giving client facing advice Enthusiastic personality with suitable character What you will get in return: Starting salary of £40,000 + 3x validation bonus at 100% or 75% returns on business written The firm is happy to accommodate home or office-based advisers Clients and leads provided Comprehensive back office support package Self-employed opportunity available on a 60/40 split Transparent targets for salary raise About recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a fantastic specialist Independent Financial Adviser firm in Hertfordshire on an Independent Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Are you an experience property professional who has experience in dealing with investment property or looking for a different challenge within the property sector? Are you a passionate and confident individual who loves to build rapport and maintain relationships? This Investor Sales Manager role could be the one for you! The company, specialising in quick sales of properties, exchanging keys for cash and working to any timescale that may be required, are looking for a charismatic and enthusiastic Investment Sales Manager to join a thriving and friendly team. As the Investor Sales Manager you will be responsible for managing all aspects of the investor sales department. You will be working on your own initiative initially with the support of the executive team to guide and develop the department. The Investor Sales Manager will be tasked with setting up this new department within the business and expanding it in due course to create a team. Specifically, with regard to customer satisfaction, you will be one point of contact to the investors throughout the process. You will be responsible for responding to all investor enquiries. Staying on top of all client cases and coordinating with other departments is essential in this position. The Role: · Must have own investors list · Create and manage your own team · Constantly source new investors to introduce to the business, being cash buyers and mortgage buyers · Cleanse data and aim to have a constant list of around d 50 - 100 decent investors · Find a mix of both cash/facility backed investors and investors that might require funding to purchase our stock (mortgage) · Meet set KPIs based on number of investors and stock sold · Use your negotiation skills · Keep in touch with potential investors who are actively looking to buy properties · Conduct market research and find ways the department could do better and continuously improve Conduct 'property matching' sessions and match investors to properties they may be interested in Work closely with the Acquisitions team to gauge vendor requirements hoping to find investors to purchase their properties · Looking after your own administration and making sure all case files are up to date with sufficient notes · Deal with incoming enquiries from potential investors · Researching market value of properties nationwide and stay up to date with current trends · Follow up old investor leads to try and win their business · Build and maintain relationships · Continually contact current investors to retain their business and keep them updated with new properties they could be interested in · Use of Estate Agency software (Alto) to its full capacity · Represent the company in a professional manner and make sure the company is always seen in a good light when talking to customers, investors and any other associated parties · Follow up enquiries · Attend networking events and look for new ways to create contacts within the industry · Host seminars and in house presentations with a view to win business from interested parties · Create and maintain relationships with potential partnerships such as bridging finance companies, solicitors etc with an aim to offer a complete package The Person: You must have experience with property sales have and an excellent knowledge of the property market. Any relevant experience working with investors or in the buying or selling of property is desired. You will have an excellent telephone manner and the ability to build rapport. You must be confident and personable, with excellent organisation skills and attention to detail. You will be proactive in your approach to work and be able to build and manage a team. The Reward: · £25,000 - £40,000 basic (DOE), plus uncapped OTE but realistic £60k-£80k Job Types: Full-time, Permanent Salary: £25,000.00 to £40,000...... click apply for full job details
Apr 05, 2020
Full time
Are you an experience property professional who has experience in dealing with investment property or looking for a different challenge within the property sector? Are you a passionate and confident individual who loves to build rapport and maintain relationships? This Investor Sales Manager role could be the one for you! The company, specialising in quick sales of properties, exchanging keys for cash and working to any timescale that may be required, are looking for a charismatic and enthusiastic Investment Sales Manager to join a thriving and friendly team. As the Investor Sales Manager you will be responsible for managing all aspects of the investor sales department. You will be working on your own initiative initially with the support of the executive team to guide and develop the department. The Investor Sales Manager will be tasked with setting up this new department within the business and expanding it in due course to create a team. Specifically, with regard to customer satisfaction, you will be one point of contact to the investors throughout the process. You will be responsible for responding to all investor enquiries. Staying on top of all client cases and coordinating with other departments is essential in this position. The Role: · Must have own investors list · Create and manage your own team · Constantly source new investors to introduce to the business, being cash buyers and mortgage buyers · Cleanse data and aim to have a constant list of around d 50 - 100 decent investors · Find a mix of both cash/facility backed investors and investors that might require funding to purchase our stock (mortgage) · Meet set KPIs based on number of investors and stock sold · Use your negotiation skills · Keep in touch with potential investors who are actively looking to buy properties · Conduct market research and find ways the department could do better and continuously improve Conduct 'property matching' sessions and match investors to properties they may be interested in Work closely with the Acquisitions team to gauge vendor requirements hoping to find investors to purchase their properties · Looking after your own administration and making sure all case files are up to date with sufficient notes · Deal with incoming enquiries from potential investors · Researching market value of properties nationwide and stay up to date with current trends · Follow up old investor leads to try and win their business · Build and maintain relationships · Continually contact current investors to retain their business and keep them updated with new properties they could be interested in · Use of Estate Agency software (Alto) to its full capacity · Represent the company in a professional manner and make sure the company is always seen in a good light when talking to customers, investors and any other associated parties · Follow up enquiries · Attend networking events and look for new ways to create contacts within the industry · Host seminars and in house presentations with a view to win business from interested parties · Create and maintain relationships with potential partnerships such as bridging finance companies, solicitors etc with an aim to offer a complete package The Person: You must have experience with property sales have and an excellent knowledge of the property market. Any relevant experience working with investors or in the buying or selling of property is desired. You will have an excellent telephone manner and the ability to build rapport. You must be confident and personable, with excellent organisation skills and attention to detail. You will be proactive in your approach to work and be able to build and manage a team. The Reward: · £25,000 - £40,000 basic (DOE), plus uncapped OTE but realistic £60k-£80k Job Types: Full-time, Permanent Salary: £25,000.00 to £40,000...... click apply for full job details
Nearly/Newly Qualified Life Actuaries: We're coming up to bonus season; typically one of our busier times in the year for new opportunities. Please see below for a round up of active opportunities we are currently sourcing candidates for: Longevity Risk, London Technical Lead, West Midlands Risk Actuary, Southampton Capital Management Actuary, London Claim Insights Actuary, Surrey Internal Model Actuary, London Internal Model Actuary, Hertfordshire Modelling Actuary, London Part VII Actuary, London Senior Consultant - Big 4, London Pricing Actuary, Investment/Asset focused - London Reinsurance Reporting Actuary - London Assurance Actuary, London If you are open to assessing your options in the market, please get in touch with me directly. Over the coming months we can keep in touch with tailored vacancies that best suit your interests. Salaries, companies and locations can be confirmed upon CV submission, I will follow up with the role profiles. Nearly/Newly Qualified : Student actuaries with less than 2 exam sittings to go until qualification, or candidate with up to 2 years post-qualified experience. Email: Phone:
Apr 05, 2020
Full time
Nearly/Newly Qualified Life Actuaries: We're coming up to bonus season; typically one of our busier times in the year for new opportunities. Please see below for a round up of active opportunities we are currently sourcing candidates for: Longevity Risk, London Technical Lead, West Midlands Risk Actuary, Southampton Capital Management Actuary, London Claim Insights Actuary, Surrey Internal Model Actuary, London Internal Model Actuary, Hertfordshire Modelling Actuary, London Part VII Actuary, London Senior Consultant - Big 4, London Pricing Actuary, Investment/Asset focused - London Reinsurance Reporting Actuary - London Assurance Actuary, London If you are open to assessing your options in the market, please get in touch with me directly. Over the coming months we can keep in touch with tailored vacancies that best suit your interests. Salaries, companies and locations can be confirmed upon CV submission, I will follow up with the role profiles. Nearly/Newly Qualified : Student actuaries with less than 2 exam sittings to go until qualification, or candidate with up to 2 years post-qualified experience. Email: Phone:
Income OfficerFull Time, Permanent 37 hoursSalary: £29,213Location: WaterlooWho We AreWith an ambitious development programme valued at over £100m and c.2,000 properties in prime locations across London, C&C is a forward-thinking and innovative charitable provider of Housing, Care, and bespoke services exclusively for the over 55s in London. We also provide quality services to general needs tenants. We have 90 years' experience of retirement home design and living in London.Our Fit Future Strategy 2017 - 2027 guides our path through a journey of property and service developments, making us fit and readied with a strong foundation for a new period of growth.Your RoleThe role of our income team is to work closely to proactively manage our rent accounts and maximise the income for our housing schemes and properties. Part of the role will include attending rent surgeries at our sheltered housing schemes, representing C&C at Court hearings and attending evictions.C&C is committed to developing your housing management, administration, finance and IT skills to the full to assist our Finance and Housing departments in managing the income and rent arrears for our properties.We are looking for people with experience of working as a Rent Collection/Income Officer for a Housing Association or Local Authority. You should have in-depth knowledge of Housing Law including court possession proceedings and Welfare Benefits.We will provide the training you need in our housing management systems and processes. We also have a policy of promoting and developing our staff in line with their strengths.Do you feel this is the right position for you? To apply, select the apply button shown and send us your most up-to-date CV and, if you wish to include one, we are also happy to receive covering letters.C&C is passionate about fostering Diversity, Inclusion and Gender balance across the organisation and we happily welcome applicants from diverse backgrounds.Other organisations may call this role Income Recovery Assistant, Income Recovery Advisor, Debt Collector, Debt Recovery Officer, Debt Advisor, Collections Officer, Debt Collections Officer, Arrears & Recoveries Officer, Arrears Agent, Arrears Officer, or Arrears Collector.
Apr 05, 2020
Full time
Income OfficerFull Time, Permanent 37 hoursSalary: £29,213Location: WaterlooWho We AreWith an ambitious development programme valued at over £100m and c.2,000 properties in prime locations across London, C&C is a forward-thinking and innovative charitable provider of Housing, Care, and bespoke services exclusively for the over 55s in London. We also provide quality services to general needs tenants. We have 90 years' experience of retirement home design and living in London.Our Fit Future Strategy 2017 - 2027 guides our path through a journey of property and service developments, making us fit and readied with a strong foundation for a new period of growth.Your RoleThe role of our income team is to work closely to proactively manage our rent accounts and maximise the income for our housing schemes and properties. Part of the role will include attending rent surgeries at our sheltered housing schemes, representing C&C at Court hearings and attending evictions.C&C is committed to developing your housing management, administration, finance and IT skills to the full to assist our Finance and Housing departments in managing the income and rent arrears for our properties.We are looking for people with experience of working as a Rent Collection/Income Officer for a Housing Association or Local Authority. You should have in-depth knowledge of Housing Law including court possession proceedings and Welfare Benefits.We will provide the training you need in our housing management systems and processes. We also have a policy of promoting and developing our staff in line with their strengths.Do you feel this is the right position for you? To apply, select the apply button shown and send us your most up-to-date CV and, if you wish to include one, we are also happy to receive covering letters.C&C is passionate about fostering Diversity, Inclusion and Gender balance across the organisation and we happily welcome applicants from diverse backgrounds.Other organisations may call this role Income Recovery Assistant, Income Recovery Advisor, Debt Collector, Debt Recovery Officer, Debt Advisor, Collections Officer, Debt Collections Officer, Arrears & Recoveries Officer, Arrears Agent, Arrears Officer, or Arrears Collector.
Assistant Property Manager Location: Maidenhead, Berkshire Salary: £25,000 Pro Rata Hours: 17.5 hours per week Do you want to join an exciting and growing team? This could be the ideal opportunity for you to work on a part-time basis. We are looking for a career focused candidate to join our property division. This division is responsible for all our property management. This includes strategic asset management, project management of large-scale refurbishment, setting standards and managing quality, and contract management of key suppliers. As an Assistant Property Manager you will be required to travel across the Berkshire patch. You will also support Property Managers in managing designated blocks across all tenures within our portfolio. You will also ensure that our homes are safe, well maintained and achieve full compliance as well as being the visible face of One Housing. Duties Assist in the ensuring that One Housing properties are maintained to a high standard and in accordance with all compliance requirements. Conduct regular estate inspections, raising outstanding matters - including communal repairs, cleaning and gardening - to relevant teams and ensuring swift and effective resolution. Provide an excellent customer focused professional management service to residents, ensuring our landlord obligations are met. Assist the Property Manager's to ensure that work carried out on our properties is completed to an acceptable standard, within budget and timescales. Explain standard service charge budgets to residents, with the support of the Property Manager if necessary. Benefits Annual leave - 28 days plus bank holidays pro rata Buying and selling annual leave - We know that getting the balance right between work and home life is a big part of supporting our colleagues' wellbeing. Paid time off to volunteer in our communities. Season ticket loans A healthcare cash back plan - allowing you to claim back cash for you and your family's routine healthcare. Colleague recognition scheme - we let you know when you've done a #greatjob One Academy - our innovative, in-house learning and development offering, designed to support with your personal and professional development. Study leave - up to five days off per year to study toward a relevant qualification. Career break - after three years' continuous service. About you You must hold a full licence and own your own vehicle Strong verbal and written communication skills with the ability to influence and negotiate across the organisation Basic working knowledge in building maintenance systems. Excellent ability to build good relationships internally and externally Have a willingness to work towards IRPM or RICS About Us One Housing helps people to live better by providing high quality homes and care across London and the South East. We manage approximately 17,000 homes and have plans to build 5,000 over the next ten years. We also support over 9,000 people to help them live independently. Our vision is to create places for people to call home and support them to live well. We do this by ensuring our five core values are embedded in everything we do, and by creating teams of dedicated people who share these values and actively contribute to achieving our shared vision. Is this the role for you? Apply using the link below
Apr 05, 2020
Full time
Assistant Property Manager Location: Maidenhead, Berkshire Salary: £25,000 Pro Rata Hours: 17.5 hours per week Do you want to join an exciting and growing team? This could be the ideal opportunity for you to work on a part-time basis. We are looking for a career focused candidate to join our property division. This division is responsible for all our property management. This includes strategic asset management, project management of large-scale refurbishment, setting standards and managing quality, and contract management of key suppliers. As an Assistant Property Manager you will be required to travel across the Berkshire patch. You will also support Property Managers in managing designated blocks across all tenures within our portfolio. You will also ensure that our homes are safe, well maintained and achieve full compliance as well as being the visible face of One Housing. Duties Assist in the ensuring that One Housing properties are maintained to a high standard and in accordance with all compliance requirements. Conduct regular estate inspections, raising outstanding matters - including communal repairs, cleaning and gardening - to relevant teams and ensuring swift and effective resolution. Provide an excellent customer focused professional management service to residents, ensuring our landlord obligations are met. Assist the Property Manager's to ensure that work carried out on our properties is completed to an acceptable standard, within budget and timescales. Explain standard service charge budgets to residents, with the support of the Property Manager if necessary. Benefits Annual leave - 28 days plus bank holidays pro rata Buying and selling annual leave - We know that getting the balance right between work and home life is a big part of supporting our colleagues' wellbeing. Paid time off to volunteer in our communities. Season ticket loans A healthcare cash back plan - allowing you to claim back cash for you and your family's routine healthcare. Colleague recognition scheme - we let you know when you've done a #greatjob One Academy - our innovative, in-house learning and development offering, designed to support with your personal and professional development. Study leave - up to five days off per year to study toward a relevant qualification. Career break - after three years' continuous service. About you You must hold a full licence and own your own vehicle Strong verbal and written communication skills with the ability to influence and negotiate across the organisation Basic working knowledge in building maintenance systems. Excellent ability to build good relationships internally and externally Have a willingness to work towards IRPM or RICS About Us One Housing helps people to live better by providing high quality homes and care across London and the South East. We manage approximately 17,000 homes and have plans to build 5,000 over the next ten years. We also support over 9,000 people to help them live independently. Our vision is to create places for people to call home and support them to live well. We do this by ensuring our five core values are embedded in everything we do, and by creating teams of dedicated people who share these values and actively contribute to achieving our shared vision. Is this the role for you? Apply using the link below
Overview Located in Liverpool, Merseyside, the Data Protection Analyst is responsible for supporting the Data Protection team within the Compliance department, specifically the Data Protection Compliance Officer in the daily work duties relating to data protection. They are responsible for the daily tasks of the Data Protection team including monitoring notifications to the Data Protection mailbox and carrying out assessments for data protection breaches and individual rights requests. The successful candidate will play a key role in change and new projects in order to provide guidance and advice to the business and support all proactive related activities relating to Data Privacy. Key responsibilities include: Assist the Data Protection Compliance Officer (DPCO) to develop, embed & monitor data privacy management and oversight across the business Responsible for leading data protection monitoring reviews across the firm and assisting the DPCO with the develop of the annual DP monitoring programme Assist with the development of the 2nd line of defence (2LOD) privacy programme bringing new ideas to ways of working and helping to embed this within the organisation Assist the business in developing the appropriate policies relating to data protection Stakeholder management and providing guidance and support in relation to the DPIA Process Support the Data Protection Compliance Officer and help to embed the desired data privacy culture within the firm Providing guidance on change programmes and new projects from a Data Privacy Perspective The ideal Candidate: Good knowledge and understanding of The Data Protection Act 2018 and GDPR Relevant qualification relating to Data Protection/Data Privacy. Knowledge and experience of information security and data protection risk management Strong ability to disseminate and clearly communicate GDPR and ICO matters effectively Ability to provide a commercial view whilst considering the high importance of Data Subjects Policy and process adherence and oversight Ability to work under pressure Confident communicator Ability to analyse complex business issues into simple & clear advice and priorities Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
Apr 05, 2020
Full time
Overview Located in Liverpool, Merseyside, the Data Protection Analyst is responsible for supporting the Data Protection team within the Compliance department, specifically the Data Protection Compliance Officer in the daily work duties relating to data protection. They are responsible for the daily tasks of the Data Protection team including monitoring notifications to the Data Protection mailbox and carrying out assessments for data protection breaches and individual rights requests. The successful candidate will play a key role in change and new projects in order to provide guidance and advice to the business and support all proactive related activities relating to Data Privacy. Key responsibilities include: Assist the Data Protection Compliance Officer (DPCO) to develop, embed & monitor data privacy management and oversight across the business Responsible for leading data protection monitoring reviews across the firm and assisting the DPCO with the develop of the annual DP monitoring programme Assist with the development of the 2nd line of defence (2LOD) privacy programme bringing new ideas to ways of working and helping to embed this within the organisation Assist the business in developing the appropriate policies relating to data protection Stakeholder management and providing guidance and support in relation to the DPIA Process Support the Data Protection Compliance Officer and help to embed the desired data privacy culture within the firm Providing guidance on change programmes and new projects from a Data Privacy Perspective The ideal Candidate: Good knowledge and understanding of The Data Protection Act 2018 and GDPR Relevant qualification relating to Data Protection/Data Privacy. Knowledge and experience of information security and data protection risk management Strong ability to disseminate and clearly communicate GDPR and ICO matters effectively Ability to provide a commercial view whilst considering the high importance of Data Subjects Policy and process adherence and oversight Ability to work under pressure Confident communicator Ability to analyse complex business issues into simple & clear advice and priorities Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
Fantastic opportunity to join this Financial Services organisation as their IT Procurement Analyst … The key responsibilities for this Procurement Analyst role are: Conduct (or support) sourcing activities and negotiation for IT renewals, Statements of Work, new contracts and new supplier engagements ensuring relevant procurement control and governance requirements are met Support the assurance that all contracting and commitment to spend is undertaken and governed in accordance with good practice and within the relevant regulatory requirements, risk appetite and governance controls Engage effectively with suppliers to ensure sourcing and contracting is carried out in accordance with regulatory, risk and business requirements and in a timely manner Engage effectively with stakeholders to understand their business requirements so that these are appropriately reflected while recognising when to challenge Actively seek ways to reduce cost and risk and improve performance and value Develop and apply IT-specific contract and commercial knowledge to new and existing supplier engagements Support the rest of the IT Procurement team on higher value or higher risk tenders/supplier engagements Support the rest of the IT Procurement team on purchase order management, document approval management, spend and contract analysis and reporting Usage and maintenance of procurement systems Qualifications: MCIPS, desirable (or studying towards) Degree level, desirable Knowledge: Good knowledge of procurement processes Good knowledge of contracting principles and associated legal frameworks Understanding of the IT environment, including software, cloud, hosting and IT services Understanding of financial models Understanding of regulatory environment and impacts on commercial IT agreements Please use the site buttons to Apply If you would like to know more about this opportunity, please call Jane Wallbank on (0) --------------------------------------------------------------- Beaumont Select is a leading Supply Chain & Purchasing Recruitment Agency for permanent and interim staffing solutions. We support a primarily blue-chip client base, in the provision of experienced Supply Chain & Purchasing Professionals; successfully resolving their Purchasing Recruitment demands. We have a proven track record in purchasing recruitment and are a leading purchasing recruitment agency. Complying with the BERR Beaumont Select are an Employment Agency and an Employment Business ---------------------------------------------------------------
Apr 05, 2020
Full time
Fantastic opportunity to join this Financial Services organisation as their IT Procurement Analyst … The key responsibilities for this Procurement Analyst role are: Conduct (or support) sourcing activities and negotiation for IT renewals, Statements of Work, new contracts and new supplier engagements ensuring relevant procurement control and governance requirements are met Support the assurance that all contracting and commitment to spend is undertaken and governed in accordance with good practice and within the relevant regulatory requirements, risk appetite and governance controls Engage effectively with suppliers to ensure sourcing and contracting is carried out in accordance with regulatory, risk and business requirements and in a timely manner Engage effectively with stakeholders to understand their business requirements so that these are appropriately reflected while recognising when to challenge Actively seek ways to reduce cost and risk and improve performance and value Develop and apply IT-specific contract and commercial knowledge to new and existing supplier engagements Support the rest of the IT Procurement team on higher value or higher risk tenders/supplier engagements Support the rest of the IT Procurement team on purchase order management, document approval management, spend and contract analysis and reporting Usage and maintenance of procurement systems Qualifications: MCIPS, desirable (or studying towards) Degree level, desirable Knowledge: Good knowledge of procurement processes Good knowledge of contracting principles and associated legal frameworks Understanding of the IT environment, including software, cloud, hosting and IT services Understanding of financial models Understanding of regulatory environment and impacts on commercial IT agreements Please use the site buttons to Apply If you would like to know more about this opportunity, please call Jane Wallbank on (0) --------------------------------------------------------------- Beaumont Select is a leading Supply Chain & Purchasing Recruitment Agency for permanent and interim staffing solutions. We support a primarily blue-chip client base, in the provision of experienced Supply Chain & Purchasing Professionals; successfully resolving their Purchasing Recruitment demands. We have a proven track record in purchasing recruitment and are a leading purchasing recruitment agency. Complying with the BERR Beaumont Select are an Employment Agency and an Employment Business ---------------------------------------------------------------
The Role: Client relationship management to their UK clients You will be working in an office of one of their IT affiliates and they will be adding more colleagues in the near future. The candidate will be training in the UK and the US Support the business on a daily They are looking for that entrepreneurial spark, someone who understands the pace of financial tech and where it can take them. In an ideal world this person will grow to be a sales person, at least. The Candidate: Asset Management knowledge (preferably understanding trade support and operations) Comfortable with technology Someone very bright and switched on! Candidate must be HARDWORKING Ideal degrees eg. Computer Science/ Data Science 3-5 years' experience Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
Apr 05, 2020
Full time
The Role: Client relationship management to their UK clients You will be working in an office of one of their IT affiliates and they will be adding more colleagues in the near future. The candidate will be training in the UK and the US Support the business on a daily They are looking for that entrepreneurial spark, someone who understands the pace of financial tech and where it can take them. In an ideal world this person will grow to be a sales person, at least. The Candidate: Asset Management knowledge (preferably understanding trade support and operations) Comfortable with technology Someone very bright and switched on! Candidate must be HARDWORKING Ideal degrees eg. Computer Science/ Data Science 3-5 years' experience Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
Mortgage Processor £24,000 - £30,000 OTE £35,000 + Laptop + Unlimited Holidays Didsbury JOB PURPOSE FOR THE MORTGAGE PROCESSOR ROLE To support the Underwriting department with processing of cases and new enquiries. Ensuring all timescales and workloads are met or exceeded. Role Requirements for the Mortgage Processor Role ·Good Understanding of end to end lending processes, specific bridging experience would be advantageous. ·Proven experience in managing case load and processing applications efficiently and effectively. ·Experience of processing customer documents and sensitive information such as bank statements, company accounts etc. ·General administration duties with good attention to detail ·Meeting and exceeding targets and deadlines. ·Willingness to learn new process and consistently seek to improve. ·Ability to work across a range of products and criteria. ·Used to a fast paced environment and autonomous working. ·Team player with a proven strong work ethic. Benefits for the Mortgage Processor : ·£24,000 - £30,000 + Bonus + Laptop + Unlimited Holidays ·31 Days Holiday ·Great Staff benefits program ·Great working environment and team culture If you are keen to find out more, please apply now!!..... click apply for full job details
Apr 05, 2020
Full time
Mortgage Processor £24,000 - £30,000 OTE £35,000 + Laptop + Unlimited Holidays Didsbury JOB PURPOSE FOR THE MORTGAGE PROCESSOR ROLE To support the Underwriting department with processing of cases and new enquiries. Ensuring all timescales and workloads are met or exceeded. Role Requirements for the Mortgage Processor Role ·Good Understanding of end to end lending processes, specific bridging experience would be advantageous. ·Proven experience in managing case load and processing applications efficiently and effectively. ·Experience of processing customer documents and sensitive information such as bank statements, company accounts etc. ·General administration duties with good attention to detail ·Meeting and exceeding targets and deadlines. ·Willingness to learn new process and consistently seek to improve. ·Ability to work across a range of products and criteria. ·Used to a fast paced environment and autonomous working. ·Team player with a proven strong work ethic. Benefits for the Mortgage Processor : ·£24,000 - £30,000 + Bonus + Laptop + Unlimited Holidays ·31 Days Holiday ·Great Staff benefits program ·Great working environment and team culture If you are keen to find out more, please apply now!!..... click apply for full job details
Agile Snr Project Manager-SAFe-Jira-Banking-Surrey-£70-80k Agile Snr Project Manager-SAFe-Jira-Banking-Surrey-£70-80k McGregor Boyall is currently recruiting for an Agile Snr Project Manager for a leading bank in Surrey. Due to a large amount of growth and success within the department this position has been made available. Responsibilities: Work with IT and business stakeholders to define and agree the project scope and benefits case; Provide regular insightful commentary on benefit performances and advise to the lab and key stakeholders on where intervention is required. End to end project lifecycle Key skills: Extensive experience as a Snr Project Manager Banking experience is a MUST Agile Project Management with Jira (Expert level) Knowledge of LESS, SAFE or similar Strong experience managing SLDC projects Experience working with C level stakeholder management on a daily basis Strong communication skills To apply for this position Send your CV to: or call McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.
Apr 05, 2020
Full time
Agile Snr Project Manager-SAFe-Jira-Banking-Surrey-£70-80k Agile Snr Project Manager-SAFe-Jira-Banking-Surrey-£70-80k McGregor Boyall is currently recruiting for an Agile Snr Project Manager for a leading bank in Surrey. Due to a large amount of growth and success within the department this position has been made available. Responsibilities: Work with IT and business stakeholders to define and agree the project scope and benefits case; Provide regular insightful commentary on benefit performances and advise to the lab and key stakeholders on where intervention is required. End to end project lifecycle Key skills: Extensive experience as a Snr Project Manager Banking experience is a MUST Agile Project Management with Jira (Expert level) Knowledge of LESS, SAFE or similar Strong experience managing SLDC projects Experience working with C level stakeholder management on a daily basis Strong communication skills To apply for this position Send your CV to: or call McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.
Trainee Mortgage Advisor - Estate Agency Competitive Basic Salary - On target earnings (Uncapped Commission) - Career Progression - Company Car or Car Allowance (Depending on experience) You must have full UK driving licence to apply for this role. If you are looking to learn from some of the best in the property industry and progress in your career as well as being well rewarded, with complete job satisfaction, then look no further! What's in it for you? A progressive career ladder Awards and Incentives Compete for Top Achievers Trips Earn uncapped commission Get full training and development (CeMAP Qualifications) Our client is one of the largest and most successful estate agency and property services providers in the UK. and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! We are recruiting for a Trainee Mortgage Advisor to join our team in our branch and spend the first 6-12 months working as an Estate Agent getting to know the business. The main purpose of the role is to learn all aspects of day to day estate agency by generating and booking valuations, conducting property viewings and processing offers. You will also be advising on and selling non-regulated insurance products whilst studying. This is an industry unique opportunity to enter the financial services industry with an employer who will both fund and support you in gaining a professional qualification. Our ideal Trainee Mortgage Advisor is… Preferably someone who has experience of working in sales, customer service or financial services Able to prove a track record in generating new business Resilient, positive and friendly Able to work under pressure A Full UK driving licence holder Interested to know more? If you are looking to progress in your Estate Agency career and want to know more about this vacancy, please apply online with your CV.
Apr 05, 2020
Full time
Trainee Mortgage Advisor - Estate Agency Competitive Basic Salary - On target earnings (Uncapped Commission) - Career Progression - Company Car or Car Allowance (Depending on experience) You must have full UK driving licence to apply for this role. If you are looking to learn from some of the best in the property industry and progress in your career as well as being well rewarded, with complete job satisfaction, then look no further! What's in it for you? A progressive career ladder Awards and Incentives Compete for Top Achievers Trips Earn uncapped commission Get full training and development (CeMAP Qualifications) Our client is one of the largest and most successful estate agency and property services providers in the UK. and we operate under 11 different trading names, some of which have been synonymous with estate agency for over 100 years, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! We are recruiting for a Trainee Mortgage Advisor to join our team in our branch and spend the first 6-12 months working as an Estate Agent getting to know the business. The main purpose of the role is to learn all aspects of day to day estate agency by generating and booking valuations, conducting property viewings and processing offers. You will also be advising on and selling non-regulated insurance products whilst studying. This is an industry unique opportunity to enter the financial services industry with an employer who will both fund and support you in gaining a professional qualification. Our ideal Trainee Mortgage Advisor is… Preferably someone who has experience of working in sales, customer service or financial services Able to prove a track record in generating new business Resilient, positive and friendly Able to work under pressure A Full UK driving licence holder Interested to know more? If you are looking to progress in your Estate Agency career and want to know more about this vacancy, please apply online with your CV.
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a pension's payroll administrator to be responsible for running a number of client pensioner payrolls, ensuring that pensioners are paid on time and accurately, and that all other related tasks are dealt with correctly in line with current procedures. The main duties will involve keying in payroll amendments, printing, folding/sealing and sorting payslips and P60s, dealing with written correspondence both internal and external, keeping filing systems up to date, including scanning documents to the network, assisting in the processing of payrolls, ensuring that payroll deductions are dealt with correctly (e.g. PAYE, healthcare). The successful pension payroll administrator will need to calculate manual payments using computer software and/or HM Revenue & Customs PAYE tables and also assist with current payroll projects, e.g. new payroll installations. Previous payroll and pensions experience would an advantage and numerical, analytical and problem solving abilities would be desirable. This Pensions Payroll Administrator position would suit individuals who are computer literate, excellent communicators, excellent organisers and have the ability to prioritise their own workload, as well as have a flexible approach and be a team player who is able to work well under pressure and meet targets. 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.
Apr 05, 2020
Full time
This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a pension's payroll administrator to be responsible for running a number of client pensioner payrolls, ensuring that pensioners are paid on time and accurately, and that all other related tasks are dealt with correctly in line with current procedures. The main duties will involve keying in payroll amendments, printing, folding/sealing and sorting payslips and P60s, dealing with written correspondence both internal and external, keeping filing systems up to date, including scanning documents to the network, assisting in the processing of payrolls, ensuring that payroll deductions are dealt with correctly (e.g. PAYE, healthcare). The successful pension payroll administrator will need to calculate manual payments using computer software and/or HM Revenue & Customs PAYE tables and also assist with current payroll projects, e.g. new payroll installations. Previous payroll and pensions experience would an advantage and numerical, analytical and problem solving abilities would be desirable. This Pensions Payroll Administrator position would suit individuals who are computer literate, excellent communicators, excellent organisers and have the ability to prioritise their own workload, as well as have a flexible approach and be a team player who is able to work well under pressure and meet targets. 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.
Business Analyst - Financial Asset Management We are working with a UK based consultancy to work with one of their clients within financial asset management. We are seeking an experienced Business Analyst who has expert knowledge within both Business analysis and within financial asset management. You should have good experience within the insurance and banking markets. Contract: 3-12 months Location: London Experience needed: Strong experience in Financial Asset Management Insurance experience preferably Requirements gathering and analysis of requirements, for transition and final state Collaborating with project managers, stakeholders and customer representatives to understand and translate business requirements into appropriate solutions User documentation, tailoring generic materials and making them fit specific requirements Comfortable engaging with senior stakeholders within the business in both a written and verbal capacity Excellent interpersonal skills and the ability to communicate across all areas of the business Previous experience within insurance working within financial asset management
Apr 04, 2020
Contractor
Business Analyst - Financial Asset Management We are working with a UK based consultancy to work with one of their clients within financial asset management. We are seeking an experienced Business Analyst who has expert knowledge within both Business analysis and within financial asset management. You should have good experience within the insurance and banking markets. Contract: 3-12 months Location: London Experience needed: Strong experience in Financial Asset Management Insurance experience preferably Requirements gathering and analysis of requirements, for transition and final state Collaborating with project managers, stakeholders and customer representatives to understand and translate business requirements into appropriate solutions User documentation, tailoring generic materials and making them fit specific requirements Comfortable engaging with senior stakeholders within the business in both a written and verbal capacity Excellent interpersonal skills and the ability to communicate across all areas of the business Previous experience within insurance working within financial asset management
Your new role Working within a team that is comprised of both Monitoring and Testing (M&T) as well as Trade and Communications Surveillance. The M&T team focuses on conducting reviews and analysis based on specific themes that impact the bank such as record keeping, employee conduct, gifts & entertainment expenses, adherence to specific regulations such as MiFID, EMIR, MAR & MAD that all play a significant role in how banks are governed. You will be mentored by other members of the team but the key areas of your involvement will be: Conducting risk-based thematic and desk reviews of the London and EMEA business areas to provide assurance over compliance and conduct risks to key stakeholders Scoping reviews and developing test programmes Tracking, managing and taking ownership of the remediation of compliance issues by working with relevant business stakeholders Regularly meeting with and engaging with key business stakeholders in order to identify key risk areas Contributing to the quarterly and annual risk assessment Providing support to both the Bank and Securities Head Offices Working in collaboration with the First Line to support their assurance programme Providing regular MI for management and Head Office Performing ad-hoc investigations where required Performing electronic and audio communications monitoring to identify and investigate compliance and/or conduct breaches by staff where required Contributing to projects as directed Other ad-hoc tasks as requested by management This is an excellent opportunity to join one of the largest banks in the world and have a significant impact in reducing the risks that the bank may face. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Apr 04, 2020
Full time
Your new role Working within a team that is comprised of both Monitoring and Testing (M&T) as well as Trade and Communications Surveillance. The M&T team focuses on conducting reviews and analysis based on specific themes that impact the bank such as record keeping, employee conduct, gifts & entertainment expenses, adherence to specific regulations such as MiFID, EMIR, MAR & MAD that all play a significant role in how banks are governed. You will be mentored by other members of the team but the key areas of your involvement will be: Conducting risk-based thematic and desk reviews of the London and EMEA business areas to provide assurance over compliance and conduct risks to key stakeholders Scoping reviews and developing test programmes Tracking, managing and taking ownership of the remediation of compliance issues by working with relevant business stakeholders Regularly meeting with and engaging with key business stakeholders in order to identify key risk areas Contributing to the quarterly and annual risk assessment Providing support to both the Bank and Securities Head Offices Working in collaboration with the First Line to support their assurance programme Providing regular MI for management and Head Office Performing ad-hoc investigations where required Performing electronic and audio communications monitoring to identify and investigate compliance and/or conduct breaches by staff where required Contributing to projects as directed Other ad-hoc tasks as requested by management This is an excellent opportunity to join one of the largest banks in the world and have a significant impact in reducing the risks that the bank may face. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
We are pleased to be offering this excellent opportunity for an experienced FX Trader / Forex Trader / Account Manager to join our team. We offer a competitive salary and great benefits. This role is ideal for someone who is looking for a long-term career. Role: FX Trader / Forex Trader / Account Manager Location: Hampshire / Wiltshire Earnings: £18,000 - £100,000 /year OTE 1 depending on performance Unlimited earning potential Experience: FX experience essential About Us We are a fast-growing Forex focused Fintech Start-up with offices in Central London and Southampton. The majority of our clients already on-board predominantly have no previous experience of the Foreign Exchange market or trading platforms of this nature and at times are likely only to need reassurance that all is as it should be and have an explanation as to why. The Role: FX Trader / Forex Trader / Account Manager We urgently require a number of professionals to join our team on either a contract, permanent or ad-hoc basis to provide Account Management support. Being an effective communicator is key alongside specialist knowledge. With previous experience in Forex Trading and supporting high net worth individuals the successful candidates will be highly knowledgeable within Foreign Exchange Trading, Positioning, Hedging, Trading Software & Platforms, Volume and Liquidity, Market Trends and Institutional Support and Resistance Levels. The sole focus of the position is to provide dedicated advice and support to the customer base explaining how our trading platform operates at any given time and guiding customers through any steps undertaken always explaining things in a measured and informative manner. Next Steps To apply to our vacancy for an FX Trader / Forex Trader / Account Manager, please click on Apply to upload your CV for consideration. We look forward to hearing from you.
Apr 04, 2020
Full time
We are pleased to be offering this excellent opportunity for an experienced FX Trader / Forex Trader / Account Manager to join our team. We offer a competitive salary and great benefits. This role is ideal for someone who is looking for a long-term career. Role: FX Trader / Forex Trader / Account Manager Location: Hampshire / Wiltshire Earnings: £18,000 - £100,000 /year OTE 1 depending on performance Unlimited earning potential Experience: FX experience essential About Us We are a fast-growing Forex focused Fintech Start-up with offices in Central London and Southampton. The majority of our clients already on-board predominantly have no previous experience of the Foreign Exchange market or trading platforms of this nature and at times are likely only to need reassurance that all is as it should be and have an explanation as to why. The Role: FX Trader / Forex Trader / Account Manager We urgently require a number of professionals to join our team on either a contract, permanent or ad-hoc basis to provide Account Management support. Being an effective communicator is key alongside specialist knowledge. With previous experience in Forex Trading and supporting high net worth individuals the successful candidates will be highly knowledgeable within Foreign Exchange Trading, Positioning, Hedging, Trading Software & Platforms, Volume and Liquidity, Market Trends and Institutional Support and Resistance Levels. The sole focus of the position is to provide dedicated advice and support to the customer base explaining how our trading platform operates at any given time and guiding customers through any steps undertaken always explaining things in a measured and informative manner. Next Steps To apply to our vacancy for an FX Trader / Forex Trader / Account Manager, please click on Apply to upload your CV for consideration. We look forward to hearing from you.
A fantastic opportunity has arisen for a candidate with existing sales experience to forge a long and successful career in Financial Services and earn upwards of £40,000 a year. Working as a Trainee Mortgage Advisor for a market-leading finance broker, you will gain full CeMAP qualification and earn significant commission in a lucrative role. The company has been established for more than 10 years and is a regular winner at a range of industry awards. They have a culture that is second-to-none and can offer extensive training and a lasting career for their employees. You will be working in a modern office in the Horwich area for an organisation that truly look after their staff with a fantastic benefits package and study opportunities. Trainee Mortgage Advisor responsibilities: Generate telephone appointment activity and follow up leads from potential customers to convert into sales Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment Assess customer affordability in order to lend responsibly and in line with regulations Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team Ensure market knowledge is continuously developed and maintained Trainee Mortgage Advisor profile: We are particularly interested in speaking to candidates with experience in roles such as Sales Executive, Sales Agent, Sales Advisor, Telesales, Banking or Debt Management Candidates with sales experience and experience working to targets are also encouraged to apply, as well as those with a history of working in regulated environments Educated to GCSE level or more in English and Maths - Grade C or Above The successful Trainee Mortgage Advisor can expect a basic salary of £23,500 with yearly earnings of up to £40,000, plus a fantastic benefits package including Bupa Healthcare, Pension, free parking, annual awards evening, rising holiday entitlement, smart casual dress code, regular social events and study opportunities. This is a brilliant opportunity to progress in financial sales and earn commission in a friendly environment. Please apply now for immediate consideration...... click apply for full job details
Apr 04, 2020
Full time
A fantastic opportunity has arisen for a candidate with existing sales experience to forge a long and successful career in Financial Services and earn upwards of £40,000 a year. Working as a Trainee Mortgage Advisor for a market-leading finance broker, you will gain full CeMAP qualification and earn significant commission in a lucrative role. The company has been established for more than 10 years and is a regular winner at a range of industry awards. They have a culture that is second-to-none and can offer extensive training and a lasting career for their employees. You will be working in a modern office in the Horwich area for an organisation that truly look after their staff with a fantastic benefits package and study opportunities. Trainee Mortgage Advisor responsibilities: Generate telephone appointment activity and follow up leads from potential customers to convert into sales Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment Assess customer affordability in order to lend responsibly and in line with regulations Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team Ensure market knowledge is continuously developed and maintained Trainee Mortgage Advisor profile: We are particularly interested in speaking to candidates with experience in roles such as Sales Executive, Sales Agent, Sales Advisor, Telesales, Banking or Debt Management Candidates with sales experience and experience working to targets are also encouraged to apply, as well as those with a history of working in regulated environments Educated to GCSE level or more in English and Maths - Grade C or Above The successful Trainee Mortgage Advisor can expect a basic salary of £23,500 with yearly earnings of up to £40,000, plus a fantastic benefits package including Bupa Healthcare, Pension, free parking, annual awards evening, rising holiday entitlement, smart casual dress code, regular social events and study opportunities. This is a brilliant opportunity to progress in financial sales and earn commission in a friendly environment. Please apply now for immediate consideration...... click apply for full job details
Mortgage Adviser / Mortgage Broker - Forest Gate, East London One of the UK's leading financial services providers has an excellent opportunity for a CeMAP (or equivalent) qualified Mortgage Adviser to cover leads in Forest Gate. You will be responsible for providing whole of market mortgage advice to clients in a friendly and professional manner. You will also be responsible for safeguarding clients by providing relevant protection advice. You will have access to dedicated administration support. This is a genuine opportunity to earn £65 - 70k per annum. Candidate : Full CeMAP or equivalent Minimum 12 months mortgage advisory experience Drive and enthusiasm! Package: Up to £31k basic + Car Allowance + Uncapped Commission. £65-70k OTE Excellent Commission Structure Great lead source High market presence For Further information on Mortgage Advisor Jobs please contact Graham Turner on . Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, FPC
Apr 04, 2020
Full time
Mortgage Adviser / Mortgage Broker - Forest Gate, East London One of the UK's leading financial services providers has an excellent opportunity for a CeMAP (or equivalent) qualified Mortgage Adviser to cover leads in Forest Gate. You will be responsible for providing whole of market mortgage advice to clients in a friendly and professional manner. You will also be responsible for safeguarding clients by providing relevant protection advice. You will have access to dedicated administration support. This is a genuine opportunity to earn £65 - 70k per annum. Candidate : Full CeMAP or equivalent Minimum 12 months mortgage advisory experience Drive and enthusiasm! Package: Up to £31k basic + Car Allowance + Uncapped Commission. £65-70k OTE Excellent Commission Structure Great lead source High market presence For Further information on Mortgage Advisor Jobs please contact Graham Turner on . Mortgage Adviser, Mortgage Consultant, Mortgage Advisor, Mortgage Broker, CeMAP, MAQ, CF6, FPC
Our client is a successful National IFA firm and they are currently in need of an experienced IFA Sales Manager to join the team for Scotland Main region will be Glasgow to Edinburgh and surrounding and therefore the successful candidate can be based anywhere close the this region This is a home/field based role You must be an experienced and successful Manager with experience of managing IFA's The client will be competitive on salary but we envisage this to be circa £65-80000 base plus comms ote £100K For more details please contact Jason at Astral
Apr 04, 2020
Full time
Our client is a successful National IFA firm and they are currently in need of an experienced IFA Sales Manager to join the team for Scotland Main region will be Glasgow to Edinburgh and surrounding and therefore the successful candidate can be based anywhere close the this region This is a home/field based role You must be an experienced and successful Manager with experience of managing IFA's The client will be competitive on salary but we envisage this to be circa £65-80000 base plus comms ote £100K For more details please contact Jason at Astral
Home Based Employed Financial Consultant - Clients Provided, client recruiting now! £46,000 - £87,000 Basic + Car allowance + pension + Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonus, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5.
Apr 04, 2020
Full time
Home Based Employed Financial Consultant - Clients Provided, client recruiting now! £46,000 - £87,000 Basic + Car allowance + pension + Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified financial advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonus, laptop, blackberry, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for this role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV. ref RH5.
As part of Centiel's UK's continued expansion, we have an exciting opportunity for a talented individual to join our Finance Department on a part-time basis. Experience in credit control, customer service, general office administration and order entry would be advantageous. Responsibilities • Credit Control: Weekly chase of aged debt, recording payment due dates, ensuring high value invoices are received by client and approved for payment. • Issuing new customer registration forms and carrying out credit checks ready for sign off by the Managing Director. • Creating new customer/supplier accounts & uploading details to SharePoint (Office 365). • Matching delivery notes to purchase invoices. • Processing all invoices/receipts to ensure payment terms are met and penalties avoided. • Entering sales invoices onto order entry & SharePoint and checking that all entries are accurate.• Responding to external queries; liaising with customers and suppliers. • Processing credit card & bank reconciliations. • Maintaining company mobile phone contract. • Managing company insurance policies to ensure that they are in place and are in line with the business requirements, liaising with Operations Director & Managing Director where required. Administrative Tasks - General • Answering the office phones and directing calls accordingly. • Organising lunches for company meetings. • Company car fleet - organising and maintaining records of. • Company car registration for congestion and Dartford tunnel. • General filing and archiving. • First aid kit - monthly checks. • Opening and distributing of post...... click apply for full job details
Apr 04, 2020
Full time
As part of Centiel's UK's continued expansion, we have an exciting opportunity for a talented individual to join our Finance Department on a part-time basis. Experience in credit control, customer service, general office administration and order entry would be advantageous. Responsibilities • Credit Control: Weekly chase of aged debt, recording payment due dates, ensuring high value invoices are received by client and approved for payment. • Issuing new customer registration forms and carrying out credit checks ready for sign off by the Managing Director. • Creating new customer/supplier accounts & uploading details to SharePoint (Office 365). • Matching delivery notes to purchase invoices. • Processing all invoices/receipts to ensure payment terms are met and penalties avoided. • Entering sales invoices onto order entry & SharePoint and checking that all entries are accurate.• Responding to external queries; liaising with customers and suppliers. • Processing credit card & bank reconciliations. • Maintaining company mobile phone contract. • Managing company insurance policies to ensure that they are in place and are in line with the business requirements, liaising with Operations Director & Managing Director where required. Administrative Tasks - General • Answering the office phones and directing calls accordingly. • Organising lunches for company meetings. • Company car fleet - organising and maintaining records of. • Company car registration for congestion and Dartford tunnel. • General filing and archiving. • First aid kit - monthly checks. • Opening and distributing of post...... click apply for full job details
REFERENCE: 8487 /16F Our client is a leading international investment firm with a long track record of investing across a variety of different asset classes. They have over $230 billion AUM and have recently launched a new credit focused team. They are looking to hire an associate/senior associate. RESPONSIBILITIES: Conduct credit research, create historical and projected financial models, and analyse key financial information Analyse and conduct valuations and due diligence exercises Structure and capture principle investment opportunities and co-investment opportunities in the credit space Produce and communicate internal reports, investment memos, and proposals for internal review and investment decision making YOUR PROFILE: Analyst level experience in Leveraged Finance, Private Debt, Credit Research or Investment Banking, exposure to buy-side a plus Excellent academic qualifications Driven, committed, curious, technically strong, able to take initiative and work autonomously Experience and knowledge in Private Credit is preferred to Public Credit/Fixed Income
Apr 04, 2020
Full time
REFERENCE: 8487 /16F Our client is a leading international investment firm with a long track record of investing across a variety of different asset classes. They have over $230 billion AUM and have recently launched a new credit focused team. They are looking to hire an associate/senior associate. RESPONSIBILITIES: Conduct credit research, create historical and projected financial models, and analyse key financial information Analyse and conduct valuations and due diligence exercises Structure and capture principle investment opportunities and co-investment opportunities in the credit space Produce and communicate internal reports, investment memos, and proposals for internal review and investment decision making YOUR PROFILE: Analyst level experience in Leveraged Finance, Private Debt, Credit Research or Investment Banking, exposure to buy-side a plus Excellent academic qualifications Driven, committed, curious, technically strong, able to take initiative and work autonomously Experience and knowledge in Private Credit is preferred to Public Credit/Fixed Income
My Client a large Financial services company in London are seeking a Solution Architect to work within a large Global team focusing the implementation and governance of a portfolio of solutions. The company's initiative is to guide the design the architecture application. The ideal candidate must have the following: Strong experience as a Solution architect OTC Derivatives experience inc Rates, Credits, Equities, FX Front office experience Financial services experience Agile experience Excellent communication skills Strong Stakeholder Management. Please apply if you have the above skill-set. McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.
Apr 04, 2020
Full time
My Client a large Financial services company in London are seeking a Solution Architect to work within a large Global team focusing the implementation and governance of a portfolio of solutions. The company's initiative is to guide the design the architecture application. The ideal candidate must have the following: Strong experience as a Solution architect OTC Derivatives experience inc Rates, Credits, Equities, FX Front office experience Financial services experience Agile experience Excellent communication skills Strong Stakeholder Management. Please apply if you have the above skill-set. McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.
DATA SCIENTIST £550 LONDON 6 MONTHS Do you want to be a part of an experienced and pioneering Data Science team? In this role you will have the chance to work with an exciting consultancy working on a variety of projects for globally recognised brands. The Company As a Data Scientist you will have the opportunity to work with a leading strategy consultancy that provides industry expertise and analysis to help businesses globally to achieve their desired results with real impact. The company are renowned globally and they have experienced phenomenal growth over the past few years creating numerous avenues for career development and progression. This company prides itself on its reputation for being a fast-paced and dynamic workplace, full of like-minded and hard-working people. The Role As a Data Scientist you will be working as part of the European Data and Analytics team to develop IP and contribute to the consulting staff development and case support. You will be working across multiple and varied industries to solve a range of complex problems with a wide dataset and analytical techniques. You will use your technical expertise to work across the entire data pipeline, from capturing and cleaning data to presenting findings in a complex format. Specifically, your day to day responsibilities will be as follows: Identify new techniques or technologies that could be deployed across the cases and teams within the business Mentorship of junior Data Scientists and the specialised delivery of Machine Learning and optimisation training Setting the technical direction and delivering the European Data and Analytics IP development program. Two-way translation between commercial problems and analytics solutions Skills and experience required: Minimum of 3 years hands-on business experience applying Data Science to commercial problems Strong knowledge of Python, SQL and Tableau Experience working with one or more of the major cloud platforms Excellent communication abilities and past examples of presenting analysis to business stakeholders
Apr 04, 2020
Full time
DATA SCIENTIST £550 LONDON 6 MONTHS Do you want to be a part of an experienced and pioneering Data Science team? In this role you will have the chance to work with an exciting consultancy working on a variety of projects for globally recognised brands. The Company As a Data Scientist you will have the opportunity to work with a leading strategy consultancy that provides industry expertise and analysis to help businesses globally to achieve their desired results with real impact. The company are renowned globally and they have experienced phenomenal growth over the past few years creating numerous avenues for career development and progression. This company prides itself on its reputation for being a fast-paced and dynamic workplace, full of like-minded and hard-working people. The Role As a Data Scientist you will be working as part of the European Data and Analytics team to develop IP and contribute to the consulting staff development and case support. You will be working across multiple and varied industries to solve a range of complex problems with a wide dataset and analytical techniques. You will use your technical expertise to work across the entire data pipeline, from capturing and cleaning data to presenting findings in a complex format. Specifically, your day to day responsibilities will be as follows: Identify new techniques or technologies that could be deployed across the cases and teams within the business Mentorship of junior Data Scientists and the specialised delivery of Machine Learning and optimisation training Setting the technical direction and delivering the European Data and Analytics IP development program. Two-way translation between commercial problems and analytics solutions Skills and experience required: Minimum of 3 years hands-on business experience applying Data Science to commercial problems Strong knowledge of Python, SQL and Tableau Experience working with one or more of the major cloud platforms Excellent communication abilities and past examples of presenting analysis to business stakeholders
Part-time Finance Assistant / Office Administrator Clifton, Bristol Hours: 15-20 hours across 3-4 days per week, 10am- 3pm (not Mondays). Salary: £24,000-£27,000 per annum, pro rata, doe. Our client is small, independent and successful property consultancy providing project management, surveying and property development services across the UK from 3 office locations.They are now looking for a part-time finance assistant and office administrator to help support company operations. The ideal candidate will be enthusiastic, reliable, flexible and trustworthy with good attention to detail.You will need to have a good telephone manner, excellent spelling, and the ability to use your initiative.The role involves working alongside the Operations Director (and her lovely dog!) in a small team of four in the Bristol office.Sometimes this will mean working alone when the others are out of the office. The role will primarily be in a Finance Assistant capacity to assist with daily, weekly and monthly Sales and Purchase ledger tasks. These will include: • updating cashflow • updating fee forecast • drafting of monthly sales invoicing • liaison with account managers to confirm monthly fees to be invoiced • compiling expenses for client recharge • bank reconciliations on Xero bank feed • reporting on month end invoicing against forecast • invoice and accounting queries • assisting with debt chasing • updating various recurring costs spreadsheets • checking and approving expenses ready for payment • scanning director's receipts and emailing to bookkeeper • adding Sales and Purchase invoices and Remittances to Xero • creating / generating reports in Xero / WorkflowMax as requested • compiling end of year P11D information • associated filing The additional role will be to act as the Office Administrator and duties will include: • Updating HR system (new starters, annual leave adjustments, adding documentation etc) • compiling various documents • various admin • booking trains and hotels • checking mobile phone accounts • issuing timesheet and expense reminders • ordering stationery • making other online purchases as required • filing - mainly electronically but some physical paper filing • other ad-hoc tasks as directed by the Business Operations Director. Experience required: • working within an accounts department • Xero and WorkflowMax highly desirable (although training can be given) • thorough knowledge of the usual suite of Office software essential including excellent spreadsheet ability using Excel. • excellent knowledge, experience and understanding of working with cashflows • ability and willingness to carry out various administrative tasks as above as well as the financial aspects of the role • Mac experience preferable or transfer from PC to Mac Please note there is no parking on site, metered parking is available close by or at Clifton Down Shopping Centre. Office located on bus routes with Clifton Down Station nearby. Whilst we would love to respond to every single applicant applying to our roles, we are unable to reply to everyone due to the high number of CVs we receive on a daily basis. Please be aware that if you haven't been contacted within 10 working days then unfortunately you have not been successful this time around...... click apply for full job details
Apr 04, 2020
Full time
Part-time Finance Assistant / Office Administrator Clifton, Bristol Hours: 15-20 hours across 3-4 days per week, 10am- 3pm (not Mondays). Salary: £24,000-£27,000 per annum, pro rata, doe. Our client is small, independent and successful property consultancy providing project management, surveying and property development services across the UK from 3 office locations.They are now looking for a part-time finance assistant and office administrator to help support company operations. The ideal candidate will be enthusiastic, reliable, flexible and trustworthy with good attention to detail.You will need to have a good telephone manner, excellent spelling, and the ability to use your initiative.The role involves working alongside the Operations Director (and her lovely dog!) in a small team of four in the Bristol office.Sometimes this will mean working alone when the others are out of the office. The role will primarily be in a Finance Assistant capacity to assist with daily, weekly and monthly Sales and Purchase ledger tasks. These will include: • updating cashflow • updating fee forecast • drafting of monthly sales invoicing • liaison with account managers to confirm monthly fees to be invoiced • compiling expenses for client recharge • bank reconciliations on Xero bank feed • reporting on month end invoicing against forecast • invoice and accounting queries • assisting with debt chasing • updating various recurring costs spreadsheets • checking and approving expenses ready for payment • scanning director's receipts and emailing to bookkeeper • adding Sales and Purchase invoices and Remittances to Xero • creating / generating reports in Xero / WorkflowMax as requested • compiling end of year P11D information • associated filing The additional role will be to act as the Office Administrator and duties will include: • Updating HR system (new starters, annual leave adjustments, adding documentation etc) • compiling various documents • various admin • booking trains and hotels • checking mobile phone accounts • issuing timesheet and expense reminders • ordering stationery • making other online purchases as required • filing - mainly electronically but some physical paper filing • other ad-hoc tasks as directed by the Business Operations Director. Experience required: • working within an accounts department • Xero and WorkflowMax highly desirable (although training can be given) • thorough knowledge of the usual suite of Office software essential including excellent spreadsheet ability using Excel. • excellent knowledge, experience and understanding of working with cashflows • ability and willingness to carry out various administrative tasks as above as well as the financial aspects of the role • Mac experience preferable or transfer from PC to Mac Please note there is no parking on site, metered parking is available close by or at Clifton Down Shopping Centre. Office located on bus routes with Clifton Down Station nearby. Whilst we would love to respond to every single applicant applying to our roles, we are unable to reply to everyone due to the high number of CVs we receive on a daily basis. Please be aware that if you haven't been contacted within 10 working days then unfortunately you have not been successful this time around...... click apply for full job details
Mortgage Administrator Location: Lincoln Salary: Up to £23,000 Our Client is a well established firm of Financial Planners who now has an excellent opportunity for a highly professional and motivated Mortgage Administrator to join their highly professional and dynamic Business based in the Lincoln area. The main purpose of you role will be to provide a high level administrative support to advisers for mortgage and life products in order to ensure that customer service is of the highest standard and so that regulatory requirements are met Responsibilities: Apply for decisions in principle using information supplied by advisers, in order to meet deadlines, customer needs and regulatory requirements. Liaise with customers in order to submit full mortgage applications and associated documents in line with mortgage providers' requirements in order to ensure customer needs and regulatory requirements are met. Proactively engage and liaise with customers and mortgage providers in order to ensure all the necessary information and documentation is transferred in a timely manner so as to progress mortgage applications as efficiently as possible and to comply with regulatory requirements. Proactively engage and liaise with customers and solicitors in order to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and so that the customer experience remains positive throughout. To complete life protection applications using information supplied by advisers, in order to meet customer needs and regulatory requirements. To liaise with customers, insurance providers, medical practitioners, etc. in order to ensure all activities in support of life protection applications are completed in a timely manner and in accordance with insurance providers' requirements. To add new clients to Intelligent Office and update ongoing applications with regular information in order that progress can be monitored. The successful candidate will need to have previous experience working as a Mortgage Administration role. You will have solid communication and articulation skills as well as the ability to multi- task. Candidates who are CeMAP qualified are of interest but this is by no means a necessity. In return for you hard work you can expect an excellent salary with a wide range of benefits For more information please contact one of our specialist consultants quoting REF:NJR10070
Apr 04, 2020
Full time
Mortgage Administrator Location: Lincoln Salary: Up to £23,000 Our Client is a well established firm of Financial Planners who now has an excellent opportunity for a highly professional and motivated Mortgage Administrator to join their highly professional and dynamic Business based in the Lincoln area. The main purpose of you role will be to provide a high level administrative support to advisers for mortgage and life products in order to ensure that customer service is of the highest standard and so that regulatory requirements are met Responsibilities: Apply for decisions in principle using information supplied by advisers, in order to meet deadlines, customer needs and regulatory requirements. Liaise with customers in order to submit full mortgage applications and associated documents in line with mortgage providers' requirements in order to ensure customer needs and regulatory requirements are met. Proactively engage and liaise with customers and mortgage providers in order to ensure all the necessary information and documentation is transferred in a timely manner so as to progress mortgage applications as efficiently as possible and to comply with regulatory requirements. Proactively engage and liaise with customers and solicitors in order to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and so that the customer experience remains positive throughout. To complete life protection applications using information supplied by advisers, in order to meet customer needs and regulatory requirements. To liaise with customers, insurance providers, medical practitioners, etc. in order to ensure all activities in support of life protection applications are completed in a timely manner and in accordance with insurance providers' requirements. To add new clients to Intelligent Office and update ongoing applications with regular information in order that progress can be monitored. The successful candidate will need to have previous experience working as a Mortgage Administration role. You will have solid communication and articulation skills as well as the ability to multi- task. Candidates who are CeMAP qualified are of interest but this is by no means a necessity. In return for you hard work you can expect an excellent salary with a wide range of benefits For more information please contact one of our specialist consultants quoting REF:NJR10070
Bridging Loans Sales Advisor Our Client is a well-established Secured Loan Broker who are looking for a highly experienced professional with the ability to be able to understand the complex market of Specialist Commercial & Bridging Lending and take cases from initial enquiry through placement with a panel of lenders whilst providing support for the administration department to see cases through to completion. Basic salary £25-30000pa c£60000 OTE Job Description Build relationships and maintain existing relationships with lenders The use of empirical knowledge gained from industry experience to place vanilla through to difficult cases with a panel of lenders through to completion Extensive knowledge of lender criteria for both Bridging and Commercial Work effectively on own initiative and as part of a team as and when required Have understanding of taxation rules Have a thorough understanding of the Buy to Let Arena Experience in the intermediary market Communicate with introducers and clients, building a strong rapport and relationships, working together to ensure cases are dealt with in an appropriate and efficient manner through to sale and further to completion Ability to negotiate and challenge lenders and surveyors Maintain set SLA's Identify new lenders in market space and the worthiness of adding to the panel Maintain a high level of understanding of the industry and trends in the market Ensure applications are processed in a timely manner Ensure that existing pipeline is managed to a high level Achieve Set targets Understanding of existing and forthcoming regulations within the sector Understanding the use of multiple operating systems provided by key providers Knowledge, Experience & Key Skills Knowledge of the intermediary market Have a thorough understanding of the Buy to Let market including PRA Regulation Knowledge of The Specialist Commercial & Bridging Market Understand taxation to a certain degree Specialist First Charge lender criteria Existing 1st Charge lender relationships Methodical and reliable with attention to detail Confident with good verbal and written communication skills History of working with intermediaries Ability to engage with others and be a team player. Keen for new experiences, responsibilities and accountability. Mature, credible and comfortable in dealing with a wide range of lenders, sales managers, financial institutions Personal Profile Mature, credible and comfortable in dealing with a wide range of lenders, sales managers, financial institutions Full CeMAP or equivalent essential
Apr 04, 2020
Full time
Bridging Loans Sales Advisor Our Client is a well-established Secured Loan Broker who are looking for a highly experienced professional with the ability to be able to understand the complex market of Specialist Commercial & Bridging Lending and take cases from initial enquiry through placement with a panel of lenders whilst providing support for the administration department to see cases through to completion. Basic salary £25-30000pa c£60000 OTE Job Description Build relationships and maintain existing relationships with lenders The use of empirical knowledge gained from industry experience to place vanilla through to difficult cases with a panel of lenders through to completion Extensive knowledge of lender criteria for both Bridging and Commercial Work effectively on own initiative and as part of a team as and when required Have understanding of taxation rules Have a thorough understanding of the Buy to Let Arena Experience in the intermediary market Communicate with introducers and clients, building a strong rapport and relationships, working together to ensure cases are dealt with in an appropriate and efficient manner through to sale and further to completion Ability to negotiate and challenge lenders and surveyors Maintain set SLA's Identify new lenders in market space and the worthiness of adding to the panel Maintain a high level of understanding of the industry and trends in the market Ensure applications are processed in a timely manner Ensure that existing pipeline is managed to a high level Achieve Set targets Understanding of existing and forthcoming regulations within the sector Understanding the use of multiple operating systems provided by key providers Knowledge, Experience & Key Skills Knowledge of the intermediary market Have a thorough understanding of the Buy to Let market including PRA Regulation Knowledge of The Specialist Commercial & Bridging Market Understand taxation to a certain degree Specialist First Charge lender criteria Existing 1st Charge lender relationships Methodical and reliable with attention to detail Confident with good verbal and written communication skills History of working with intermediaries Ability to engage with others and be a team player. Keen for new experiences, responsibilities and accountability. Mature, credible and comfortable in dealing with a wide range of lenders, sales managers, financial institutions Personal Profile Mature, credible and comfortable in dealing with a wide range of lenders, sales managers, financial institutions Full CeMAP or equivalent essential
Reed is working with a highly successful, well-known Wealth Management business with a large, strong client following and offices throughout the UK. They are currently one of the largest Wealth Managers in the UK and have a very strong business model and corporate structure. They are currently recruiting for the next generation of Financial Advisers. Could you be the next person to join their very successful Financial Planning training Academy? They are looking for a number of individuals who are keen to train to become fully qualified Financial Advisers. You would be training full time for around 6 months and begin to see clients under supervision at that point. You would then go on to either set up your own practice or to work for one of the advisers within the business. These positions will include a monthly stipend initially and all exam and training costs will be covered. You will also have access to a business start-up loan if applicable. You should be able to develop client relationships from your own resources as well as from the business and be a strong networker. This is a fantastic opportunity for a candidate from any business stream looking to move career to a financial advisory role with a well-respected wealth management organisation with full training, full business support and excellent career development opportunities. For further information, please apply or contact Kenny Blair on or
Apr 04, 2020
Full time
Reed is working with a highly successful, well-known Wealth Management business with a large, strong client following and offices throughout the UK. They are currently one of the largest Wealth Managers in the UK and have a very strong business model and corporate structure. They are currently recruiting for the next generation of Financial Advisers. Could you be the next person to join their very successful Financial Planning training Academy? They are looking for a number of individuals who are keen to train to become fully qualified Financial Advisers. You would be training full time for around 6 months and begin to see clients under supervision at that point. You would then go on to either set up your own practice or to work for one of the advisers within the business. These positions will include a monthly stipend initially and all exam and training costs will be covered. You will also have access to a business start-up loan if applicable. You should be able to develop client relationships from your own resources as well as from the business and be a strong networker. This is a fantastic opportunity for a candidate from any business stream looking to move career to a financial advisory role with a well-respected wealth management organisation with full training, full business support and excellent career development opportunities. For further information, please apply or contact Kenny Blair on or
Business Development Manager / Sales Manager (BDM) - Bridging Finance Up to £65k Basic + Bonus + Benefits, £100k OTE Our client is a specialist lending providing lending solutions in the short term finance market (Bridging Finance 1st & 2nd Charge, Commercial and Residential). You will play a pivotal role in the distribution of Bridging Finance products to financial intermediaries. The role will be part office based (Midlands) and field based. This is a great opportunity for an enthusiastic BDM with at least two years Bridging Finance experience who has aspirations of moving into sales management. Our client is "open for business" and keen to provide property lending solutions at competitive rates and most importantly with great service! Please call or email for further details. All conversations will be strictly confidential. Experience required: Proven business development experience within bridging finance intermediary sales. The successful candidate must have experience within the bridging finance sector (good technical experience desired). Educated to degree level preferred but not essential. Motivated, ambitious and a self starter Highly organised, dedicated and reliable. Ability to build long lasting relationships. Sales driven - excellent at delivering results!
Apr 04, 2020
Full time
Business Development Manager / Sales Manager (BDM) - Bridging Finance Up to £65k Basic + Bonus + Benefits, £100k OTE Our client is a specialist lending providing lending solutions in the short term finance market (Bridging Finance 1st & 2nd Charge, Commercial and Residential). You will play a pivotal role in the distribution of Bridging Finance products to financial intermediaries. The role will be part office based (Midlands) and field based. This is a great opportunity for an enthusiastic BDM with at least two years Bridging Finance experience who has aspirations of moving into sales management. Our client is "open for business" and keen to provide property lending solutions at competitive rates and most importantly with great service! Please call or email for further details. All conversations will be strictly confidential. Experience required: Proven business development experience within bridging finance intermediary sales. The successful candidate must have experience within the bridging finance sector (good technical experience desired). Educated to degree level preferred but not essential. Motivated, ambitious and a self starter Highly organised, dedicated and reliable. Ability to build long lasting relationships. Sales driven - excellent at delivering results!
Graduate Trainee - Leading UK Financial Services Group Wokingham Study support and an excellent benefits package The UK's number 1 Pensions Consultancy is looking to recruit articulate numerate graduates to train and develop within the growing Pensions field. As the leading name in the market, the company offer consultancy advice to large UK corporate companies on how best to set up, run and manage their pension schemes. The role will involve a combination of analytical, reporting and technical administration work. As you develop your skills you will then have the opportunity to work more closely with large commercial clients, undertake project work and interact with other areas of the business who manage communications, implementation and client projects. This is an excellent opportunity for career minded graduates to train and develop in one of the fastest growing areas of Financial Services with a company who invest heavily in the training and development of graduates. Working in a graduate environment you will benefit from a defined training programme and have plenty of scope for future career development. To apply for the position, you should have a strong academic background with a grounding in mathematics, statistics, analysis or business. You should also have a client focused approach to work, enjoy the prospect of working in a busy environment and have good communication skills to interact well with colleagues, other departments and clients. For more information on this role, please contact Hannah Ross.
Apr 04, 2020
Full time
Graduate Trainee - Leading UK Financial Services Group Wokingham Study support and an excellent benefits package The UK's number 1 Pensions Consultancy is looking to recruit articulate numerate graduates to train and develop within the growing Pensions field. As the leading name in the market, the company offer consultancy advice to large UK corporate companies on how best to set up, run and manage their pension schemes. The role will involve a combination of analytical, reporting and technical administration work. As you develop your skills you will then have the opportunity to work more closely with large commercial clients, undertake project work and interact with other areas of the business who manage communications, implementation and client projects. This is an excellent opportunity for career minded graduates to train and develop in one of the fastest growing areas of Financial Services with a company who invest heavily in the training and development of graduates. Working in a graduate environment you will benefit from a defined training programme and have plenty of scope for future career development. To apply for the position, you should have a strong academic background with a grounding in mathematics, statistics, analysis or business. You should also have a client focused approach to work, enjoy the prospect of working in a busy environment and have good communication skills to interact well with colleagues, other departments and clients. For more information on this role, please contact Hannah Ross.
