Planner Nottingham £26,250 Monday - Friday 08:00 - 17:00 Site Based 25 days holiday + Bank Holidays Main Purpose of a Planner: Our client is looking for a Planner to be responsible for managing incoming calls, workforce planning and reactive maintenance work coming through from external clients Reporting to the FM Administration Lead, to work as part of the Contract Management Team, carrying out the duties below. Duties and Responsibilities of a Planner- Working within the existing team, to support our midlands service region. Planning & booking-in of Planned Preventative Maintenances (PPM) visits. Coordinating response to Emergency Callouts. Scheduling & organising Reactive Remedial Works. Actioning all Customer queries and requests in a timely manner, escalating as required. Liaising efficiently with Customers, Service Engineers, and the wider team. Raising & processing supplier & subcontractor purchase orders. Developing and maintaining knowledge of all relevant IT systems. General office administration duties, as required by the business. Ensuring adherence to all Company Policies & Procedures. Skills and Knowledge for a Successful Planner IT Knowledge MS Office and CAFM Systems (Maximo) Facilities Management experience Experience of working in financial performance penalties Strong organisation skills and a high attention to detail General knowledge of Intranet services Happy to work as part of a team or under own initiative. Good communication skills. If this role of a Planner is of interest to you, please apply or for more information, call the office on (phone number removed) and ask for Fin. You can also email on (url removed)
Mar 28, 2024
Full time
Planner Nottingham £26,250 Monday - Friday 08:00 - 17:00 Site Based 25 days holiday + Bank Holidays Main Purpose of a Planner: Our client is looking for a Planner to be responsible for managing incoming calls, workforce planning and reactive maintenance work coming through from external clients Reporting to the FM Administration Lead, to work as part of the Contract Management Team, carrying out the duties below. Duties and Responsibilities of a Planner- Working within the existing team, to support our midlands service region. Planning & booking-in of Planned Preventative Maintenances (PPM) visits. Coordinating response to Emergency Callouts. Scheduling & organising Reactive Remedial Works. Actioning all Customer queries and requests in a timely manner, escalating as required. Liaising efficiently with Customers, Service Engineers, and the wider team. Raising & processing supplier & subcontractor purchase orders. Developing and maintaining knowledge of all relevant IT systems. General office administration duties, as required by the business. Ensuring adherence to all Company Policies & Procedures. Skills and Knowledge for a Successful Planner IT Knowledge MS Office and CAFM Systems (Maximo) Facilities Management experience Experience of working in financial performance penalties Strong organisation skills and a high attention to detail General knowledge of Intranet services Happy to work as part of a team or under own initiative. Good communication skills. If this role of a Planner is of interest to you, please apply or for more information, call the office on (phone number removed) and ask for Fin. You can also email on (url removed)
Business Development Director Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a member of the Pershing EMEA Business Development team, the successful candidate will: Be responsible for deal origination for the Pershing EMEA wealth Sales pipeline. This activity will need to be in compliance with all BNY Mellon policies and procedures. The Salesperson will be assigned a specific New Sales target for each financial year which will act as the key benchmark for annual performance. Ensure new business opportunities yield profitable growth and contribute to the business strategy. Drive deal structure and terms to optimize outcomes for both the client and Pershing, including by assessing and mitigating risks where necessary. Manage and prioritize their pipeline of opportunities. Adhere to the defined Sales process, including keeping eCRM accurate at all times and adhering to the required Sales process KPIs. As part of the Sales process, participate in and present on opportunities to the Pricing Committee and Business Acceptance Committee, including providing an overview of the end state TOM for each prospect on the Pershing EMEA platform Negotiate with prospective clients on contracts, including fees and pricing, in partnership with Legal and Product/Pricing Once the New Business has been won, to facilitate the introduction of the assigned RM to the new client allowing for the RM to become acquainted with the client and allow for a seamless client experience when the RM assumes client responsibility Execute on the business development strategy for Pershing EMEA in co-ordination with the CCO and Pershing EMEA Head of Sales & RM Utilise their understanding of the wealth industry, including business models, players, new entrants, significant trends, and outlook to identify prospects across Pershing EMEA's target addressable market Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Forbes Blockchain 50 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Mar 27, 2024
Full time
Business Development Director Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. As a member of the Pershing EMEA Business Development team, the successful candidate will: Be responsible for deal origination for the Pershing EMEA wealth Sales pipeline. This activity will need to be in compliance with all BNY Mellon policies and procedures. The Salesperson will be assigned a specific New Sales target for each financial year which will act as the key benchmark for annual performance. Ensure new business opportunities yield profitable growth and contribute to the business strategy. Drive deal structure and terms to optimize outcomes for both the client and Pershing, including by assessing and mitigating risks where necessary. Manage and prioritize their pipeline of opportunities. Adhere to the defined Sales process, including keeping eCRM accurate at all times and adhering to the required Sales process KPIs. As part of the Sales process, participate in and present on opportunities to the Pricing Committee and Business Acceptance Committee, including providing an overview of the end state TOM for each prospect on the Pershing EMEA platform Negotiate with prospective clients on contracts, including fees and pricing, in partnership with Legal and Product/Pricing Once the New Business has been won, to facilitate the introduction of the assigned RM to the new client allowing for the RM to become acquainted with the client and allow for a seamless client experience when the RM assumes client responsibility Execute on the business development strategy for Pershing EMEA in co-ordination with the CCO and Pershing EMEA Head of Sales & RM Utilise their understanding of the wealth industry, including business models, players, new entrants, significant trends, and outlook to identify prospects across Pershing EMEA's target addressable market Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Forbes Blockchain 50 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
We are recruiting for a Wealth Management Administrator for a well-established partner practice of St. James's Place Wealth Management based in Snetterton, Norwich (NR16 2). Role overview The role of Wealth Management Administrator is to provide a high level of administrative and client servicing support with our company's clients, assisting them with the onboarding process, and ensuring they have a key point of contact enhancing their overall relationship and experience with the company. They will also support a small team of Financial Planners with administration responsibilities relating to the clients to ensure the client relationship is optimised at all times. The company offers clients trusted advice on Investments, Pensions, IHT Planning, Mortgages and Protection. The role will involve a combination of client servicing and administrative support tasks to ensure all clients received a first-class client servicing experience. Please note whilst previous experience in wealth management, financial services or banking is desirable, it is NOT essential as full training shall be provided on all areas of administrative support. Long term there is the opportunity work towards becoming the Practice Manager within the business should this be in line with the successful candidates career goals. Please note this role is office based and the due to the location, own transport is essential. Role requirements Client servicing Client relationship management - Main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing. Regular contact with third party providers including pension providers and SJP centralised administration team. Responding to all client requests in a timely manner Administration Appointment and client meeting pack preparation for financial advisers Provide inbox management support to financial planners, managing emails, delegating actions, activities, deadlines and reminders Support the Financial Planners to ensure end-to-end business processes are adhered to and tracked efficiency in line with Practice and regulatory standards Regularly updating the Salesforce CRM system Preparing basic client report and review letters. Ensuring all client files are compliant with the company, SJP and FCA's requirements Knowledge & experience required: Previous experience of working within a financial compliant environment such as wealth management, financial services, banking, retail banking would be highly advantageous but NOT essential as full training will be provided. High level of computer literacy including Microsoft Outlook, Word, Excel and PowerPoint. Previous experience of CRM (client relationship management) systems such as Salesforce, or iBusiness highly advantageous. Minimum GCSE grade C / 5 or above (or equivalent) in both Maths and English Skills & behaviours required: Excellent communication skills, face-to-face, via telephone and in writing. Comfortable building relationships with people from all backgrounds including those of high net worth Ability to build rapport swiftly with clients in a friendly and professional manner Confidential, with ability to work with discretion as required High level of accuracy and attention to detail Manages time effectively with the ability to multi-task as required Natural problem solver with the ability to make decisions Demonstrates a professional, proactive and positive attitude at all times Able to work both independently and as part of a team, working towards shared goals Demonstrates a calm, friendly and professional manner at all times Additional information: Salary: £21-28K per annum (dependant on skills and experience) Hours of work: 9.00am to 5.00pm / 8.30am to 4.30pm - Office based role Days of work: Monday to Friday (option of 4 or 5 days a week) Location: Snetterton, Norwich, NR16 2 Parking: Free on-site parking available Driving licence: Due to the location of this role, which is not accessible via public transport, driving licence / available transport is required. Holiday entitlement: 25 days per annum, plus bank holidays Pension: Company auto-enrolment pension provided To apply for this fantastic opportunity as Wealth Management Administrator, please apply online
Mar 27, 2024
Full time
We are recruiting for a Wealth Management Administrator for a well-established partner practice of St. James's Place Wealth Management based in Snetterton, Norwich (NR16 2). Role overview The role of Wealth Management Administrator is to provide a high level of administrative and client servicing support with our company's clients, assisting them with the onboarding process, and ensuring they have a key point of contact enhancing their overall relationship and experience with the company. They will also support a small team of Financial Planners with administration responsibilities relating to the clients to ensure the client relationship is optimised at all times. The company offers clients trusted advice on Investments, Pensions, IHT Planning, Mortgages and Protection. The role will involve a combination of client servicing and administrative support tasks to ensure all clients received a first-class client servicing experience. Please note whilst previous experience in wealth management, financial services or banking is desirable, it is NOT essential as full training shall be provided on all areas of administrative support. Long term there is the opportunity work towards becoming the Practice Manager within the business should this be in line with the successful candidates career goals. Please note this role is office based and the due to the location, own transport is essential. Role requirements Client servicing Client relationship management - Main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing. Regular contact with third party providers including pension providers and SJP centralised administration team. Responding to all client requests in a timely manner Administration Appointment and client meeting pack preparation for financial advisers Provide inbox management support to financial planners, managing emails, delegating actions, activities, deadlines and reminders Support the Financial Planners to ensure end-to-end business processes are adhered to and tracked efficiency in line with Practice and regulatory standards Regularly updating the Salesforce CRM system Preparing basic client report and review letters. Ensuring all client files are compliant with the company, SJP and FCA's requirements Knowledge & experience required: Previous experience of working within a financial compliant environment such as wealth management, financial services, banking, retail banking would be highly advantageous but NOT essential as full training will be provided. High level of computer literacy including Microsoft Outlook, Word, Excel and PowerPoint. Previous experience of CRM (client relationship management) systems such as Salesforce, or iBusiness highly advantageous. Minimum GCSE grade C / 5 or above (or equivalent) in both Maths and English Skills & behaviours required: Excellent communication skills, face-to-face, via telephone and in writing. Comfortable building relationships with people from all backgrounds including those of high net worth Ability to build rapport swiftly with clients in a friendly and professional manner Confidential, with ability to work with discretion as required High level of accuracy and attention to detail Manages time effectively with the ability to multi-task as required Natural problem solver with the ability to make decisions Demonstrates a professional, proactive and positive attitude at all times Able to work both independently and as part of a team, working towards shared goals Demonstrates a calm, friendly and professional manner at all times Additional information: Salary: £21-28K per annum (dependant on skills and experience) Hours of work: 9.00am to 5.00pm / 8.30am to 4.30pm - Office based role Days of work: Monday to Friday (option of 4 or 5 days a week) Location: Snetterton, Norwich, NR16 2 Parking: Free on-site parking available Driving licence: Due to the location of this role, which is not accessible via public transport, driving licence / available transport is required. Holiday entitlement: 25 days per annum, plus bank holidays Pension: Company auto-enrolment pension provided To apply for this fantastic opportunity as Wealth Management Administrator, please apply online
Job Title: IFA Administrator Industry: Financial Services Location:Coventry Salary: Up to £30K Reference Number: 8948 Job Description: We are working with a wealth management firms on an exciting new opportunity in Coventry. They have a focus on financial advising, particularly in relation to investment portfolios, pension planning and wealth management solutions. Our client is looking for an administrator who wants to join a dynamic team that are proud to have a great focus on work-life balance and ethical practices. Responsibilities: Processing new business Producing quotes Preparing meeting packs Providing administrative support to Financial Planners Client liaison Completing and processing paperwork General administration duties What's in it for you: holiday package of 22 days a year + bank holidays (can purchase 5 extra days) Pension plan Health insurance Free parking 1.30pm finish on Fridays Death in service Option to work part time Skills and experience required: 1 - 2 years experience in IFA administration Attention to detail Strong organisational skills Ability to work to deadlines Excellent communication skills Ability to use Excel 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 an Independent Financial Planning firm in Coventry on an IFA administration 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.
Mar 27, 2024
Full time
Job Title: IFA Administrator Industry: Financial Services Location:Coventry Salary: Up to £30K Reference Number: 8948 Job Description: We are working with a wealth management firms on an exciting new opportunity in Coventry. They have a focus on financial advising, particularly in relation to investment portfolios, pension planning and wealth management solutions. Our client is looking for an administrator who wants to join a dynamic team that are proud to have a great focus on work-life balance and ethical practices. Responsibilities: Processing new business Producing quotes Preparing meeting packs Providing administrative support to Financial Planners Client liaison Completing and processing paperwork General administration duties What's in it for you: holiday package of 22 days a year + bank holidays (can purchase 5 extra days) Pension plan Health insurance Free parking 1.30pm finish on Fridays Death in service Option to work part time Skills and experience required: 1 - 2 years experience in IFA administration Attention to detail Strong organisational skills Ability to work to deadlines Excellent communication skills Ability to use Excel 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 an Independent Financial Planning firm in Coventry on an IFA administration 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 experienced IFA Administrator? If so, our client would love to hear from you! A well-established firm of Chartered Financial Planners who are based just outside of Bristol are looking for a Senior Administrator to join their team. The Role You will be providing support the paraplanners and financial planners with all administration duties as required. This will be done by collating information required for regular client review meetings, ensuring client records and back-office records are maintained, dealing with new business applications, Liaising with product providers and other suppliers and dealing with client queries and ad-hoc requests. The Business The company are directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. You will be working alongside paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities. Training will be provided enabling you to develop, you will have the ability to study with financial support with to develop your career in Financial Services. Based 5 miles out of Bristol City Centre, you will benefit from onsite parking and beautiful grounds surrounding the office. Benefits Salary of up to £35,000, depending on experience 26 days holiday to 31 days after 5 years + bank holidays A day off each year where you can volunteer to undertake charity work for a charity of your choice Generous employer pension contribution DIS Cover provided Income Protection cover Discretionary bonus available Private Medical Insurance and Health Cash plan Free parking provided. Support with achieving professional qualifications. If you are interested, apply now!
Mar 23, 2024
Full time
Are you an experienced IFA Administrator? If so, our client would love to hear from you! A well-established firm of Chartered Financial Planners who are based just outside of Bristol are looking for a Senior Administrator to join their team. The Role You will be providing support the paraplanners and financial planners with all administration duties as required. This will be done by collating information required for regular client review meetings, ensuring client records and back-office records are maintained, dealing with new business applications, Liaising with product providers and other suppliers and dealing with client queries and ad-hoc requests. The Business The company are directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. You will be working alongside paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities. Training will be provided enabling you to develop, you will have the ability to study with financial support with to develop your career in Financial Services. Based 5 miles out of Bristol City Centre, you will benefit from onsite parking and beautiful grounds surrounding the office. Benefits Salary of up to £35,000, depending on experience 26 days holiday to 31 days after 5 years + bank holidays A day off each year where you can volunteer to undertake charity work for a charity of your choice Generous employer pension contribution DIS Cover provided Income Protection cover Discretionary bonus available Private Medical Insurance and Health Cash plan Free parking provided. Support with achieving professional qualifications. If you are interested, apply now!
Our client, an international financial services company that offer a variety of financial services, are now looking for a Client Service Advisor in their Employee benefits team. This is an exciting opportunity to join the team. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. As a Client Services Administrator your role will involve the following tasks: Maintaining client records and our internal system Processing new business applications, joiners/ leavers / changes Liaising with insurers and internal stakeholders Processing policy renewals Checking and processing renewal data Checking quotes Issuing membership documents Checking and issuing annual renewal accounts Answering client queries and providing an excellent customer experience Preparing reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Our team works towards a common goal of success - we encourage our team to collaborate and work together to create positive results for the division. Experience and Skills Required for this role Our team dynamic is fast paced and multi-disciplinary - no one day is the same!Day to day you may deal with different types of queries for different types of benefits and the role will be best suited to an individual who thrives on diversity and variety.We are looking for an individual with the following skills to join us: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Or be an experienced Wealth/Finance administrator from a financial advice firm or wealth management practice Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve - we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. The Benefits Competitive Salary - range dependent on experience and skills Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme - We want you to benefit from the company's success! A monetary bonus after 5, 10, 15 and 20 years' service - We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events 'Recruit a Friend Bonus Scheme' Key words IFA / Client Services / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Employe Benefits/ Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options - Amy Harris - Supporting IFA's and Financial Advisors across the UK Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
Mar 22, 2024
Full time
Our client, an international financial services company that offer a variety of financial services, are now looking for a Client Service Advisor in their Employee benefits team. This is an exciting opportunity to join the team. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services. As a Client Services Administrator your role will involve the following tasks: Maintaining client records and our internal system Processing new business applications, joiners/ leavers / changes Liaising with insurers and internal stakeholders Processing policy renewals Checking and processing renewal data Checking quotes Issuing membership documents Checking and issuing annual renewal accounts Answering client queries and providing an excellent customer experience Preparing reports for Senior stakeholders This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors. Our team works towards a common goal of success - we encourage our team to collaborate and work together to create positive results for the division. Experience and Skills Required for this role Our team dynamic is fast paced and multi-disciplinary - no one day is the same!Day to day you may deal with different types of queries for different types of benefits and the role will be best suited to an individual who thrives on diversity and variety.We are looking for an individual with the following skills to join us: Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial). Or be an experienced Wealth/Finance administrator from a financial advice firm or wealth management practice Passionate about service and providing a great customer experience Excellent telephone skills and experience speaking with client and / or insurers and providers Excellent communication and interpersonal skills Self-Motivated and uses initiative Organised and Methodical with an eye for detail Excellent written English skills and fully competent at Microsoft Word and Excel Ability to think on your feet and problem solve - we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings. The Benefits Competitive Salary - range dependent on experience and skills Annual Leave starting at 25 days per year (plus Statutory Bank Holidays) A day off on your Birthday! Flexible Working options to support a work/life balance Staff Profit Share Scheme - We want you to benefit from the company's success! A monetary bonus after 5, 10, 15 and 20 years' service - We want your loyalty to be recognised! Company Pension Life Assurance / Death in Service Scheme Income Protection Scheme Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role Free car parking Departmental and Company Social Events 'Recruit a Friend Bonus Scheme' Key words IFA / Client Services / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Employe Benefits/ Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options - Amy Harris - Supporting IFA's and Financial Advisors across the UK Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
My client in Fareham is looking to hire a Paraplanner. Excellent salary and benefits package to the successful candidate. About Our Client My client is a wealth management company based in Fareham. Job Description The role will report to the Head of Paraplanning and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write complex suitability reports Cash flow modelling Review and document procedures and workflows Liaise with clients, and attend client meetings where required Point of contact for technical queries Assisting with training colleagues The Successful Applicant The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all financial products Be level 4 diploma qualified as a minimum and ideally working towards Charter status Have a minimum of 3 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be an effective communicator, both verbally and in writing Be able to deal with a fast pace and high-pressure workload and need to not be afraid to challenge What's on Offer An excellent salary and benefits package, including further qualification support, is available to the successful candidate. Contact James Carman Quote job ref JN-062537 Phone number
Dec 09, 2021
Full time
My client in Fareham is looking to hire a Paraplanner. Excellent salary and benefits package to the successful candidate. About Our Client My client is a wealth management company based in Fareham. Job Description The role will report to the Head of Paraplanning and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write complex suitability reports Cash flow modelling Review and document procedures and workflows Liaise with clients, and attend client meetings where required Point of contact for technical queries Assisting with training colleagues The Successful Applicant The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all financial products Be level 4 diploma qualified as a minimum and ideally working towards Charter status Have a minimum of 3 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be an effective communicator, both verbally and in writing Be able to deal with a fast pace and high-pressure workload and need to not be afraid to challenge What's on Offer An excellent salary and benefits package, including further qualification support, is available to the successful candidate. Contact James Carman Quote job ref JN-062537 Phone number
In Consulting, you will join a growing team of 300 relationship driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. Our Consulting teams support clients in solving business critical, complex problems through a broad range of services including risk assurance, technology advisory, business transformation, regulatory consulting and actuarial support. Our expertise ranges from financial services and insurance to retail, government and education. In a rapidly changing business world, we help clients overcome the challenges that they face today and prepare for whatever the future may hold. Our specialist Risk Assurance team provide services to across our strategic markets: Financial Services: Our team are one of the largest dedicated providers of Risk Assurance services to the financial sector, we work with many banks, insurance and asset management companies including FTSE, SEC, privately owned, as well as over 60% of the Lloyd's market. Public Services : Our team provide distinctive audit and advisory services across six sectors - local government, central government, health and social care, housing and charities. Industry & Services: Predominately private sector clients, ranging in size from large and listed multinational organisations, to small owner-managed businesses across multiple sectors throughout the UK and overseas. Job Purpose You are a Market Risk quant, with experience in model development / validation (pricing or risk models) or as a quant in valuation department. You are hands-on but keen to lead and provide guidance to teams of more junior colleagues on different market risk topics. You are client oriented and want to evolve in an international team, possibly travelling to better service clients when needed. You want to grow the brand and be the next ambassador for Mazars Quantitative Solutions within the UK and internationally. Within the quantitative finance team of the Consulting department, you will interact mainly with banks, but also with regulators, insurance companies, large corporates and services companies for a variety of quantitative services assignments. Role & Responsibilities Within the quantitative finance team you will be involved in projects as follows: The Manager would be expected to participate in the active growth of our Quant practice by contributing to multiple client engagement teams, working with a wide variety of clients to deliver professional services, and lead business development activities on key accounts. Lead small and large-sized multidisciplinary engagement teams delivering quantitative finance projects for clients : Market Modelling: support banks in building Market Models or support Bank or regulators in Market Risk Models validation (Value at Risk, CCR, FRTB…). Average duration: between 2 and 6 months. Location : all over Europe; Financial instruments pricing: vanilla and complex derivatives for all asset classes (interest rates, credit, commodities, equity, and inflation); Pricing based on internal tool or external libraries. Prudential Valuation and IFRS reserves review / challenge and optimization. Accounting standards implementation review (IFRS 9 and IFRS13) on subjects of particular importance to the industry (financial instruments pricing, hedge effectiveness tests, CVA / DVA estimation, credit risk models); Technological monitoring, tools development for our internal library; Support for the implementation of Solvency II / Basel II & Basel III; Development and/or validation of ALM tools (interest rates shocks implementation, assumptions, model for non-maturity deposit, early reimbursement models) Manage project execution and delivery of client engagements, making sure the project is delivered within the agreed timeline and budget Identify likely issues that could impact delivery and leverage Mazars network support as required Contribute to Mazars' regulatory watch activities by writing articles or providing technical content. Work on management tasks (team planner, budget monitoring, recruitment) Work with senior managers / directors and the partner team to developing our product offerings around data science, credit and market modelling and marketing to external and internal clients. Prepare client proposals in order to contribute to meeting the Quant team's sales budget. Assist in the development of training, engagement procedures and methodologies. Mentor, coach and develop more junior staff. Skills, Knowledge and Experience Holds a degree specialising in mathematics applied to finance or actuarial studies Holds significant relevant and recent quantitative experience within a consulting environment Advanced knowledge in random modelling, statistics and probabilities Strong significant experience in Credit and/or Market risk Strong coding experience in C++, Python, Matlab, R or SAS Excellent project management and stakeholder management skills and experience Motivated by business development activities Ability to work in a team People management skills and experience, especially supervising and coaching team members Inclusion and Diversity At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.
Apr 07, 2021
Full time
In Consulting, you will join a growing team of 300 relationship driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. Our Consulting teams support clients in solving business critical, complex problems through a broad range of services including risk assurance, technology advisory, business transformation, regulatory consulting and actuarial support. Our expertise ranges from financial services and insurance to retail, government and education. In a rapidly changing business world, we help clients overcome the challenges that they face today and prepare for whatever the future may hold. Our specialist Risk Assurance team provide services to across our strategic markets: Financial Services: Our team are one of the largest dedicated providers of Risk Assurance services to the financial sector, we work with many banks, insurance and asset management companies including FTSE, SEC, privately owned, as well as over 60% of the Lloyd's market. Public Services : Our team provide distinctive audit and advisory services across six sectors - local government, central government, health and social care, housing and charities. Industry & Services: Predominately private sector clients, ranging in size from large and listed multinational organisations, to small owner-managed businesses across multiple sectors throughout the UK and overseas. Job Purpose You are a Market Risk quant, with experience in model development / validation (pricing or risk models) or as a quant in valuation department. You are hands-on but keen to lead and provide guidance to teams of more junior colleagues on different market risk topics. You are client oriented and want to evolve in an international team, possibly travelling to better service clients when needed. You want to grow the brand and be the next ambassador for Mazars Quantitative Solutions within the UK and internationally. Within the quantitative finance team of the Consulting department, you will interact mainly with banks, but also with regulators, insurance companies, large corporates and services companies for a variety of quantitative services assignments. Role & Responsibilities Within the quantitative finance team you will be involved in projects as follows: The Manager would be expected to participate in the active growth of our Quant practice by contributing to multiple client engagement teams, working with a wide variety of clients to deliver professional services, and lead business development activities on key accounts. Lead small and large-sized multidisciplinary engagement teams delivering quantitative finance projects for clients : Market Modelling: support banks in building Market Models or support Bank or regulators in Market Risk Models validation (Value at Risk, CCR, FRTB…). Average duration: between 2 and 6 months. Location : all over Europe; Financial instruments pricing: vanilla and complex derivatives for all asset classes (interest rates, credit, commodities, equity, and inflation); Pricing based on internal tool or external libraries. Prudential Valuation and IFRS reserves review / challenge and optimization. Accounting standards implementation review (IFRS 9 and IFRS13) on subjects of particular importance to the industry (financial instruments pricing, hedge effectiveness tests, CVA / DVA estimation, credit risk models); Technological monitoring, tools development for our internal library; Support for the implementation of Solvency II / Basel II & Basel III; Development and/or validation of ALM tools (interest rates shocks implementation, assumptions, model for non-maturity deposit, early reimbursement models) Manage project execution and delivery of client engagements, making sure the project is delivered within the agreed timeline and budget Identify likely issues that could impact delivery and leverage Mazars network support as required Contribute to Mazars' regulatory watch activities by writing articles or providing technical content. Work on management tasks (team planner, budget monitoring, recruitment) Work with senior managers / directors and the partner team to developing our product offerings around data science, credit and market modelling and marketing to external and internal clients. Prepare client proposals in order to contribute to meeting the Quant team's sales budget. Assist in the development of training, engagement procedures and methodologies. Mentor, coach and develop more junior staff. Skills, Knowledge and Experience Holds a degree specialising in mathematics applied to finance or actuarial studies Holds significant relevant and recent quantitative experience within a consulting environment Advanced knowledge in random modelling, statistics and probabilities Strong significant experience in Credit and/or Market risk Strong coding experience in C++, Python, Matlab, R or SAS Excellent project management and stakeholder management skills and experience Motivated by business development activities Ability to work in a team People management skills and experience, especially supervising and coaching team members Inclusion and Diversity At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.
In Consulting, you will join a growing team of 300 relationship driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. Our Consulting teams support clients in solving business critical, complex problems through a broad range of services including risk assurance, technology advisory, business transformation, regulatory consulting and actuarial support. Our expertise ranges from financial services and insurance to retail, government and education. In a rapidly changing business world, we help clients overcome the challenges that they face today and prepare for whatever the future may hold. Our specialist Risk Assurance team provide services to across our strategic markets: Financial Services: Our team are one of the largest dedicated providers of Risk Assurance services to the financial sector, we work with many banks, insurance and asset management companies including FTSE, SEC, privately owned, as well as over 60% of the Lloyd's market. Public Services : Our team provide distinctive audit and advisory services across six sectors - local government, central government, health and social care, housing and charities. Industry & Services: Predominately private sector clients, ranging in size from large and listed multinational organisations, to small owner-managed businesses across multiple sectors throughout the UK and overseas. Job Purpose You are a Market Risk quant, with experience in model development / validation (pricing or risk models) or as a quant in valuation department. You are hands-on but keen to lead and provide guidance to teams of more junior colleagues on different market risk topics. You are client oriented and want to evolve in an international team, possibly travelling to better service clients when needed. You want to grow the brand and be the next ambassador for Mazars Quantitative Solutions within the UK and internationally. Within the quantitative finance team of the Consulting department, you will interact mainly with banks, but also with regulators, insurance companies, large corporates and services companies for a variety of quantitative services assignments. Role & Responsibilities Within the quantitative finance team you will be involved in projects as follows: The Manager would be expected to participate in the active growth of our Quant practice by contributing to multiple client engagement teams, working with a wide variety of clients to deliver professional services, and lead business development activities on key accounts. Lead small and large-sized multidisciplinary engagement teams delivering quantitative finance projects for clients : Market Modelling: support banks in building Market Models or support Bank or regulators in Market Risk Models validation (Value at Risk, CCR, FRTB…). Average duration: between 2 and 6 months. Location : all over Europe; Financial instruments pricing: vanilla and complex derivatives for all asset classes (interest rates, credit, commodities, equity, and inflation); Pricing based on internal tool or external libraries. Prudential Valuation and IFRS reserves review / challenge and optimization. Accounting standards implementation review (IFRS 9 and IFRS13) on subjects of particular importance to the industry (financial instruments pricing, hedge effectiveness tests, CVA / DVA estimation, credit risk models); Technological monitoring, tools development for our internal library; Support for the implementation of Solvency II / Basel II & Basel III; Development and/or validation of ALM tools (interest rates shocks implementation, assumptions, model for non-maturity deposit, early reimbursement models) Manage project execution and delivery of client engagements, making sure the project is delivered within the agreed timeline and budget Identify likely issues that could impact delivery and leverage Mazars network support as required Contribute to Mazars' regulatory watch activities by writing articles or providing technical content. Work on management tasks (team planner, budget monitoring, recruitment) Work with senior managers / directors and the partner team to developing our product offerings around data science, credit and market modelling and marketing to external and internal clients. Prepare client proposals in order to contribute to meeting the Quant team's sales budget. Assist in the development of training, engagement procedures and methodologies. Mentor, coach and develop more junior staff. Skills, Knowledge and Experience Holds a degree specialising in mathematics applied to finance or actuarial studies Holds significant relevant and recent quantitative experience within a consulting environment Advanced knowledge in random modelling, statistics and probabilities Strong significant experience in Credit and/or Market risk Strong coding experience in C++, Python, Matlab, R or SAS Excellent project management and stakeholder management skills and experience Motivated by business development activities Ability to work in a team People management skills and experience, especially supervising and coaching team members Inclusion and Diversity At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.
Mar 31, 2021
Full time
In Consulting, you will join a growing team of 300 relationship driven, strategic thinkers who take pride in the positive impact they can have on society whilst advising the boardrooms of UK and International clients across all sectors. Our Consulting teams support clients in solving business critical, complex problems through a broad range of services including risk assurance, technology advisory, business transformation, regulatory consulting and actuarial support. Our expertise ranges from financial services and insurance to retail, government and education. In a rapidly changing business world, we help clients overcome the challenges that they face today and prepare for whatever the future may hold. Our specialist Risk Assurance team provide services to across our strategic markets: Financial Services: Our team are one of the largest dedicated providers of Risk Assurance services to the financial sector, we work with many banks, insurance and asset management companies including FTSE, SEC, privately owned, as well as over 60% of the Lloyd's market. Public Services : Our team provide distinctive audit and advisory services across six sectors - local government, central government, health and social care, housing and charities. Industry & Services: Predominately private sector clients, ranging in size from large and listed multinational organisations, to small owner-managed businesses across multiple sectors throughout the UK and overseas. Job Purpose You are a Market Risk quant, with experience in model development / validation (pricing or risk models) or as a quant in valuation department. You are hands-on but keen to lead and provide guidance to teams of more junior colleagues on different market risk topics. You are client oriented and want to evolve in an international team, possibly travelling to better service clients when needed. You want to grow the brand and be the next ambassador for Mazars Quantitative Solutions within the UK and internationally. Within the quantitative finance team of the Consulting department, you will interact mainly with banks, but also with regulators, insurance companies, large corporates and services companies for a variety of quantitative services assignments. Role & Responsibilities Within the quantitative finance team you will be involved in projects as follows: The Manager would be expected to participate in the active growth of our Quant practice by contributing to multiple client engagement teams, working with a wide variety of clients to deliver professional services, and lead business development activities on key accounts. Lead small and large-sized multidisciplinary engagement teams delivering quantitative finance projects for clients : Market Modelling: support banks in building Market Models or support Bank or regulators in Market Risk Models validation (Value at Risk, CCR, FRTB…). Average duration: between 2 and 6 months. Location : all over Europe; Financial instruments pricing: vanilla and complex derivatives for all asset classes (interest rates, credit, commodities, equity, and inflation); Pricing based on internal tool or external libraries. Prudential Valuation and IFRS reserves review / challenge and optimization. Accounting standards implementation review (IFRS 9 and IFRS13) on subjects of particular importance to the industry (financial instruments pricing, hedge effectiveness tests, CVA / DVA estimation, credit risk models); Technological monitoring, tools development for our internal library; Support for the implementation of Solvency II / Basel II & Basel III; Development and/or validation of ALM tools (interest rates shocks implementation, assumptions, model for non-maturity deposit, early reimbursement models) Manage project execution and delivery of client engagements, making sure the project is delivered within the agreed timeline and budget Identify likely issues that could impact delivery and leverage Mazars network support as required Contribute to Mazars' regulatory watch activities by writing articles or providing technical content. Work on management tasks (team planner, budget monitoring, recruitment) Work with senior managers / directors and the partner team to developing our product offerings around data science, credit and market modelling and marketing to external and internal clients. Prepare client proposals in order to contribute to meeting the Quant team's sales budget. Assist in the development of training, engagement procedures and methodologies. Mentor, coach and develop more junior staff. Skills, Knowledge and Experience Holds a degree specialising in mathematics applied to finance or actuarial studies Holds significant relevant and recent quantitative experience within a consulting environment Advanced knowledge in random modelling, statistics and probabilities Strong significant experience in Credit and/or Market risk Strong coding experience in C++, Python, Matlab, R or SAS Excellent project management and stakeholder management skills and experience Motivated by business development activities Ability to work in a team People management skills and experience, especially supervising and coaching team members Inclusion and Diversity At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.