A career in our Actuarial Non-Life Services practice, within Actuarial Services, will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third-party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet, or you could be revising businesses' projections and making sure they have adequate reserves. Our team advises clients in the general insurance and non-insurance industries on regulatory updates and business risks from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. About the role Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our successful Risk & Capital proposition is growing fast - responding to client challenges in the face of changing regulation and cyclical pressures with increasing demand to help clients understand their risks more quantitatively and how this impacts on their capital and growth plans. We are currently seeking a Senior Associate to help us with our successful & expanding risk & capital proposition and support our wider Non-Life offering, which includes: Catastrophe Risk Reserving & Pricing Exposure Management Deals IFRS17 Cyber, Climate, and ESG As a Senior Associate, you'll work as part of a team of problem solvers, delivering a wide range of assignments where you'll interact with clients. You'll also have the opportunity to work in multidisciplinary teams and/or with people from our network firms overseas. Essential Requirements: You will likely be working towards an Actuarial or similar qualification, or; From a strong quantitative background Experience in risk and capital modelling (for example, model development and implementation, or model validation), Experience with Solvency II internal models, risk management, or software packages such as Igloo, ReMetrica,Tyche, or other actuarial areas such as reserving & pricing. You may have modelling experience from a different background, such as Life or Pensions, and be looking to further your career elsewhere. We are looking for individuals with relevant experience who are able to work well as part of a team and who are responsible, agile, clear-thinking, self-motivated and good communicators. About PwC One of the world's leading professional services organisations. From 158 countries, we help our clients, some of the most successful organisations on the globe, as well as its most dynamic entrepreneurs and thriving private businesses, to create the value they want. We help to measure, protect, and enhance the things that matter most to them. About The Practice The PwC Actuarial Services practice comprises over 250 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking, and non-insurance, led by a twelve strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 800 strong actuarial community in PwC worldwide. We are planning to expand against a background of high client demand for our services; We have unrivalled client base and breadth of project types, and we provide support to clients in relation to all aspects of general insurance including reserving, Solvency II, corporate restructuring and liability management, mergers & acquisitions and IPOs, financial modelling, risk management solutions, audit support and IFRS 17, both in the UK and across Continental Europe. Recognised as one of the leaders in the development of Solvency II best practice in the UK and we are building a strong platform as a post-Solvency II business. Our clients include all the leading UK insurers and European multinationals. We have a strong sense of culture developed over our 25-year history. The skills we look for in future employees. All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture:
Apr 19, 2024
Full time
A career in our Actuarial Non-Life Services practice, within Actuarial Services, will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third-party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet, or you could be revising businesses' projections and making sure they have adequate reserves. Our team advises clients in the general insurance and non-insurance industries on regulatory updates and business risks from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. About the role Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our successful Risk & Capital proposition is growing fast - responding to client challenges in the face of changing regulation and cyclical pressures with increasing demand to help clients understand their risks more quantitatively and how this impacts on their capital and growth plans. We are currently seeking a Senior Associate to help us with our successful & expanding risk & capital proposition and support our wider Non-Life offering, which includes: Catastrophe Risk Reserving & Pricing Exposure Management Deals IFRS17 Cyber, Climate, and ESG As a Senior Associate, you'll work as part of a team of problem solvers, delivering a wide range of assignments where you'll interact with clients. You'll also have the opportunity to work in multidisciplinary teams and/or with people from our network firms overseas. Essential Requirements: You will likely be working towards an Actuarial or similar qualification, or; From a strong quantitative background Experience in risk and capital modelling (for example, model development and implementation, or model validation), Experience with Solvency II internal models, risk management, or software packages such as Igloo, ReMetrica,Tyche, or other actuarial areas such as reserving & pricing. You may have modelling experience from a different background, such as Life or Pensions, and be looking to further your career elsewhere. We are looking for individuals with relevant experience who are able to work well as part of a team and who are responsible, agile, clear-thinking, self-motivated and good communicators. About PwC One of the world's leading professional services organisations. From 158 countries, we help our clients, some of the most successful organisations on the globe, as well as its most dynamic entrepreneurs and thriving private businesses, to create the value they want. We help to measure, protect, and enhance the things that matter most to them. About The Practice The PwC Actuarial Services practice comprises over 250 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking, and non-insurance, led by a twelve strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 800 strong actuarial community in PwC worldwide. We are planning to expand against a background of high client demand for our services; We have unrivalled client base and breadth of project types, and we provide support to clients in relation to all aspects of general insurance including reserving, Solvency II, corporate restructuring and liability management, mergers & acquisitions and IPOs, financial modelling, risk management solutions, audit support and IFRS 17, both in the UK and across Continental Europe. Recognised as one of the leaders in the development of Solvency II best practice in the UK and we are building a strong platform as a post-Solvency II business. Our clients include all the leading UK insurers and European multinationals. We have a strong sense of culture developed over our 25-year history. The skills we look for in future employees. All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture:
About Abbott Abbott is a global healthcare leader, creating breakthrough science to improve people's health. We're always looking towards the future, anticipating changes in medical science and technology. The Opportunity This position works out of our Maidenhead location in the Corporate Financial Services division. MAIN PURPOSE OF JOB Leads the in-house Pensions Team providing support and information to Company Management, the Trustee Directors and all active members of both pension schemes across multiple sites and business divisions. This involves ensuring that adequate support is in place to support members transitioning as a result of corporate acquisitions or divestments within a complex corporate group and to members seeking to understand their options as they approach retirement. Actively supports the UK entity and the Trustee in the relationship with the US parent company in relation to Treasury and HR functions. The role acts as Secretary to the Trustee of the Abbott Laboratories Pension Fund (1966), supporting the Chairman of the Trustee in taking decisive action to deliver the objectives of the Board. This encompasses the ownership of multiple relationships with key professional advisors and management of a budget in excess of £2 million. Acts as a technical expert in support of both the Trustee Board and the Company. This includes leading the continuous assessment of the requirements of pension schemes due to the evolving regulatory environment and the implications of pensions tax regulations on individuals in a changing environment. This position leads, manages and directs all elements of pension administration and communication for the Abbott Laboratories Pension Fund (1966), dealing with around 4,000 members. This position leads, manages and directs all elements of pension administration and communication for Abbott Retirement Saver (2015) including automatic enrolment of all new hires, dealing with over 1,700 employees who are members. KNOWLEDGE AND EXPERIENCE Extensive experience of managing all aspects of both DB and DC pension funds including acting as Secretary to the Trustee. Ability to communicate effectively at all levels within a complex corporate environment. Significant project management experience. Thorough understanding of personal taxation as it relates to pensions and specifically high earners. Professional qualification to APMI or equivalent with membership of PMI. ACCOUNTABILITIES Manages all aspects of governance, support and delivery for the Trustee Board through the role of Secretary to the Trustee, including preparing, running and minuting Trustee Meetings. Leads representation in all key relationships with professional advisors to both the Trustee and the Company. Seeks and evaluates expert technical advice to deliver structured and targeted support to decision makers. Monitors administration performance against service level agreements and ensures all member issues are resolved in a timely fashion. Leads in the production of all member communications for the Abbott Laboratories Pension Fund (1966) seeking appropriate input from third party experts, internal stakeholders and the Trustee Board. Ensures consistent high quality of communication content and presentation through a rigorous review process, including oversight of the scheme website and its frequent updates. Leads the relationship with the provider of the Abbott Retirement Saver (2015) to optimise member communications within the constraints of operating within a Master Trust, including the content of the scheme website and of the members' guides for the employees of the various employers. Ensures compliance with applicable legislation, regulation and Regulator guidance maintaining an up to date knowledge in these areas including the delivery and coordination of all necessary training for the Trustee Board. Responsible for ensuring adequate internal financial controls and administrative procedures are maintained throughout the pensions function. Responsible for ensuring that the Trustee's Annual Report and Accounts is prepared, audited and signed off within the statutory deadline. Leads the Trustee Board in operating Integrated Risk Management, including ensuring that there is an adequate covenant review driving the Trustee Board's approach to funding and investment matters. Leads the regular review of the Trustee Risk Register and proactively addresses issues identified. Partners with HR and Payroll in benefit design and administration issues to ensure all appropriate administration and tax considerations have been captured. Leads the review of the Company's pension provision and of features of the two pension schemes. Evaluates the impact of changes in taxation and provides recommendations to address strategic challenges. Leads and directs all activities of the pensions office staff ensuring adequate resourcing, training and development of key personnel. Manages the activities of the third party administrator of the Abbott Laboratories Pension Fund (1966) and of the provider of the Abbott Retirement Saver (2015). Drives achievement of optimal levels of operational and administrative support for members of both schemes. Coordinates and evaluates detailed technical analysis in support of funding issues arising from triennial actuarial valuations. This support is provided to both the Finance Director and the Trustee and it is critical that the jobholder must be able to remain independent and manage any tension between responsibilities to the Company and to the Trustee. Budgetary responsibility for management of Trustee expenditure exceeding £2 million annually. Negotiates with key providers to ensure value for money and conducts supplier evaluations and tender exercises as required. Oversees the application of the Trustee Internal Dispute Resolution procedure for the Abbott Laboratories Pension Fund (1966) to ensure any member complaints are dealt with quickly and appropriately. Raises any member issues with the Provider of the Abbott Retirement Saver (2015) and ensures that they are resolved effectively. Oversees automatic enrolment and automatic re-enrolment to ensure that all Abbott employers in the UK comply with their duties and that compliance is registered with The Pensions Regulator. Manages the annual renewal processes following every annual pay review, including calculation and supply of the necessary earnings data for Mercer. Manages the checking and where necessary corrections of the benefit statement data generated by Mercer. Liaises as required with EY, providing them with information and documentation which they use in connection with the annual Corporate audit. Proactively identifies pension related issues creating opportunities or requiring decisions from the Company and the Trustee, making recommendations and where appropriate ensuring that appropriate professional advice is given. Maintains a quarterly breakdown of actual spending v budget for the Trustee. Completes the quarterly survey required by the Office for National Statistics. Carries out other tasks and duties as and when required. DECISION MAKING AUTHORITY Direction of UK Pension operations. Leads multiple relationships with professional advisors. Leads the management of Trustee Board activities and delivers Trustee objectives. Approves, within specified parameters, payments to consultants in remuneration for work authorised by the Trustee Board and work authorised by the Company. Expert stakeholder in employee benefit and taxation decisions. WHAT WE OFFER As you'd expect from a global healthcare company, we offer a fantastic range of benefits including competitive salaries, a superb defined contribution pension scheme, private healthcare, life assurance and a flexible benefits scheme. Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at , on Facebook at and on
Apr 19, 2024
Full time
About Abbott Abbott is a global healthcare leader, creating breakthrough science to improve people's health. We're always looking towards the future, anticipating changes in medical science and technology. The Opportunity This position works out of our Maidenhead location in the Corporate Financial Services division. MAIN PURPOSE OF JOB Leads the in-house Pensions Team providing support and information to Company Management, the Trustee Directors and all active members of both pension schemes across multiple sites and business divisions. This involves ensuring that adequate support is in place to support members transitioning as a result of corporate acquisitions or divestments within a complex corporate group and to members seeking to understand their options as they approach retirement. Actively supports the UK entity and the Trustee in the relationship with the US parent company in relation to Treasury and HR functions. The role acts as Secretary to the Trustee of the Abbott Laboratories Pension Fund (1966), supporting the Chairman of the Trustee in taking decisive action to deliver the objectives of the Board. This encompasses the ownership of multiple relationships with key professional advisors and management of a budget in excess of £2 million. Acts as a technical expert in support of both the Trustee Board and the Company. This includes leading the continuous assessment of the requirements of pension schemes due to the evolving regulatory environment and the implications of pensions tax regulations on individuals in a changing environment. This position leads, manages and directs all elements of pension administration and communication for the Abbott Laboratories Pension Fund (1966), dealing with around 4,000 members. This position leads, manages and directs all elements of pension administration and communication for Abbott Retirement Saver (2015) including automatic enrolment of all new hires, dealing with over 1,700 employees who are members. KNOWLEDGE AND EXPERIENCE Extensive experience of managing all aspects of both DB and DC pension funds including acting as Secretary to the Trustee. Ability to communicate effectively at all levels within a complex corporate environment. Significant project management experience. Thorough understanding of personal taxation as it relates to pensions and specifically high earners. Professional qualification to APMI or equivalent with membership of PMI. ACCOUNTABILITIES Manages all aspects of governance, support and delivery for the Trustee Board through the role of Secretary to the Trustee, including preparing, running and minuting Trustee Meetings. Leads representation in all key relationships with professional advisors to both the Trustee and the Company. Seeks and evaluates expert technical advice to deliver structured and targeted support to decision makers. Monitors administration performance against service level agreements and ensures all member issues are resolved in a timely fashion. Leads in the production of all member communications for the Abbott Laboratories Pension Fund (1966) seeking appropriate input from third party experts, internal stakeholders and the Trustee Board. Ensures consistent high quality of communication content and presentation through a rigorous review process, including oversight of the scheme website and its frequent updates. Leads the relationship with the provider of the Abbott Retirement Saver (2015) to optimise member communications within the constraints of operating within a Master Trust, including the content of the scheme website and of the members' guides for the employees of the various employers. Ensures compliance with applicable legislation, regulation and Regulator guidance maintaining an up to date knowledge in these areas including the delivery and coordination of all necessary training for the Trustee Board. Responsible for ensuring adequate internal financial controls and administrative procedures are maintained throughout the pensions function. Responsible for ensuring that the Trustee's Annual Report and Accounts is prepared, audited and signed off within the statutory deadline. Leads the Trustee Board in operating Integrated Risk Management, including ensuring that there is an adequate covenant review driving the Trustee Board's approach to funding and investment matters. Leads the regular review of the Trustee Risk Register and proactively addresses issues identified. Partners with HR and Payroll in benefit design and administration issues to ensure all appropriate administration and tax considerations have been captured. Leads the review of the Company's pension provision and of features of the two pension schemes. Evaluates the impact of changes in taxation and provides recommendations to address strategic challenges. Leads and directs all activities of the pensions office staff ensuring adequate resourcing, training and development of key personnel. Manages the activities of the third party administrator of the Abbott Laboratories Pension Fund (1966) and of the provider of the Abbott Retirement Saver (2015). Drives achievement of optimal levels of operational and administrative support for members of both schemes. Coordinates and evaluates detailed technical analysis in support of funding issues arising from triennial actuarial valuations. This support is provided to both the Finance Director and the Trustee and it is critical that the jobholder must be able to remain independent and manage any tension between responsibilities to the Company and to the Trustee. Budgetary responsibility for management of Trustee expenditure exceeding £2 million annually. Negotiates with key providers to ensure value for money and conducts supplier evaluations and tender exercises as required. Oversees the application of the Trustee Internal Dispute Resolution procedure for the Abbott Laboratories Pension Fund (1966) to ensure any member complaints are dealt with quickly and appropriately. Raises any member issues with the Provider of the Abbott Retirement Saver (2015) and ensures that they are resolved effectively. Oversees automatic enrolment and automatic re-enrolment to ensure that all Abbott employers in the UK comply with their duties and that compliance is registered with The Pensions Regulator. Manages the annual renewal processes following every annual pay review, including calculation and supply of the necessary earnings data for Mercer. Manages the checking and where necessary corrections of the benefit statement data generated by Mercer. Liaises as required with EY, providing them with information and documentation which they use in connection with the annual Corporate audit. Proactively identifies pension related issues creating opportunities or requiring decisions from the Company and the Trustee, making recommendations and where appropriate ensuring that appropriate professional advice is given. Maintains a quarterly breakdown of actual spending v budget for the Trustee. Completes the quarterly survey required by the Office for National Statistics. Carries out other tasks and duties as and when required. DECISION MAKING AUTHORITY Direction of UK Pension operations. Leads multiple relationships with professional advisors. Leads the management of Trustee Board activities and delivers Trustee objectives. Approves, within specified parameters, payments to consultants in remuneration for work authorised by the Trustee Board and work authorised by the Company. Expert stakeholder in employee benefit and taxation decisions. WHAT WE OFFER As you'd expect from a global healthcare company, we offer a fantastic range of benefits including competitive salaries, a superb defined contribution pension scheme, private healthcare, life assurance and a flexible benefits scheme. Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at , on Facebook at and on
Are you a part-qualified pensions consultant (FIA/FFA/PMI), or a talented individual qualified-by-experience, seeking to make a difference within a leading-edge firm? Then read on. This is an excellent opportunity to join the consulting team of a major organisation where you will work alongside a dedicated team of professionals, working collaboratively to deliver innovative, best practice solutions click apply for full job details
Apr 19, 2024
Full time
Are you a part-qualified pensions consultant (FIA/FFA/PMI), or a talented individual qualified-by-experience, seeking to make a difference within a leading-edge firm? Then read on. This is an excellent opportunity to join the consulting team of a major organisation where you will work alongside a dedicated team of professionals, working collaboratively to deliver innovative, best practice solutions click apply for full job details
Class 1 HGV Drivers required We are currently working with our client who is entering their peak, consisting of (but not limited to) trunking, tramping, general haulage, drop & swap. This is a crucial role in the organisation, you will play a key part in ensuring the timely and efficient delivery of goods. Responsibilities: - Driving a Class 1 (C+E) lorry - Follow all safety regulations and procedures - Conduct daily vehicle inspections - Maintain accurate records of deliveries - Communicate effectively with dispatchers and other team members - Adhere to all traffic laws and regulations Experience: - Class 1 (C+E) driving experience (1 year minimum for insurance purposes) - In depth knowledge of Working time & EU regulations - Valid CPC & Digi Tacho Card - Clean driving record Location: Carrington, Manchester Salary: 15 PH Days, 16 PH Nights Holiday pay accrued separately Working Pattern: 7 days a week operation, days & nights with tramping also available Job type: Agency Why Temp with Search? Search Drivers receive many benefits including: - Uniform & introduction Driver pack - Flexible option to "bank" their holiday pay OR Add it to your hourly rate - Pension with Nest Pensions The search driving team has got over 15 years' experience, winning awards yearly. You will have one experienced consultant assigned to you - Your consultant will be on call 24/7 directly to them. With our unique interview process we will be sure to match you to the right position. We will keep you updated on all new and changing driving laws and regulations. Being a temp driver can help work around your lifestyle and give you the flexibility you want. Our consultants are also knowledgeable in their field and are CPC National and International Certified. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Apr 19, 2024
Full time
Class 1 HGV Drivers required We are currently working with our client who is entering their peak, consisting of (but not limited to) trunking, tramping, general haulage, drop & swap. This is a crucial role in the organisation, you will play a key part in ensuring the timely and efficient delivery of goods. Responsibilities: - Driving a Class 1 (C+E) lorry - Follow all safety regulations and procedures - Conduct daily vehicle inspections - Maintain accurate records of deliveries - Communicate effectively with dispatchers and other team members - Adhere to all traffic laws and regulations Experience: - Class 1 (C+E) driving experience (1 year minimum for insurance purposes) - In depth knowledge of Working time & EU regulations - Valid CPC & Digi Tacho Card - Clean driving record Location: Carrington, Manchester Salary: 15 PH Days, 16 PH Nights Holiday pay accrued separately Working Pattern: 7 days a week operation, days & nights with tramping also available Job type: Agency Why Temp with Search? Search Drivers receive many benefits including: - Uniform & introduction Driver pack - Flexible option to "bank" their holiday pay OR Add it to your hourly rate - Pension with Nest Pensions The search driving team has got over 15 years' experience, winning awards yearly. You will have one experienced consultant assigned to you - Your consultant will be on call 24/7 directly to them. With our unique interview process we will be sure to match you to the right position. We will keep you updated on all new and changing driving laws and regulations. Being a temp driver can help work around your lifestyle and give you the flexibility you want. Our consultants are also knowledgeable in their field and are CPC National and International Certified. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Charlotte at Si Recruitment
Apr 19, 2024
Full time
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required. Duties & Responsibilities: The role covers a wide range of general administration, but not limited to, the following: Fielding of client calls/emails to relevant Client Manager/Consultant. General post/email scanning and filing to document systems. Banking documentation prep- applications, mandate updates. Investment documentation prep- applications, top up, encashments. Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence. Scheme payments - issue of instructions to clients and submission to bank. Payroll - preparation of bank files and issue of payslips, P60 issuing. Property Management - issuing of invoices to Tenants and reconciliations. Client Reports - initial preparation and issuing to clients. Issuing client documentation and monitoring for return. Ensuring accurate records are maintained on back office systems. Project admin support - client mailings/mail merges. Key Skills/Requirements: Pensions experience not required but may suit those with experience in Financial Services. Good communication skills. Ability to self-organise and work under own initiative. They are offering competitive compensation based on experience. For more information, please speak to Charlotte at Si Recruitment
Financial Planning Administrator Up to £30,000 per annum, Life cover, income protection and health cash plan Eye care vouchers Enhanced annual leave increasing with service Flexible/ Smart working Employee assistance programme We are so excited to be representing such a highly regarded business advisory practice who due to continued success and expansion, are now seeking an additional Financial Planning Administrator to join their office in Leeds city centre.This is a highly professional practice who knows that their biggest asset is their people. As such they have an extremely supportive leadership team who offer continued professional development and study support as well as a long-term career.On offer will be a competitive benefits package and salary along with the security of a long-term role and study support for industry exams. The Role This will be an incredibly varied role providing 360' support to a team of independent financial planners. The overall purpose will be to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service. Core duties will involve: Processing new business. Gathering documentation for review meetings. Obtaining valuations and new business illustrations. Preparation of the suitability report and conducting research. Preparing meeting and review packs. Completing compliance checks on businesses. Handling queries from clients and maintaining client databases. Carrying out general tasks in support of the Financial Planning Consultant as and when required. Requirements Candidates will ideally have: Experience of working in a similar role / capacity with working knowledge of pensions and investments. Ideally part Diploma qualified, however this is not essential, work experience is more important. The ability to work unsupervised but to contribute and work effectively as part of a team. Excellent organisation and prioritisation skills. Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service. For further details or to apply, send your CV to . com
Apr 19, 2024
Full time
Financial Planning Administrator Up to £30,000 per annum, Life cover, income protection and health cash plan Eye care vouchers Enhanced annual leave increasing with service Flexible/ Smart working Employee assistance programme We are so excited to be representing such a highly regarded business advisory practice who due to continued success and expansion, are now seeking an additional Financial Planning Administrator to join their office in Leeds city centre.This is a highly professional practice who knows that their biggest asset is their people. As such they have an extremely supportive leadership team who offer continued professional development and study support as well as a long-term career.On offer will be a competitive benefits package and salary along with the security of a long-term role and study support for industry exams. The Role This will be an incredibly varied role providing 360' support to a team of independent financial planners. The overall purpose will be to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service. Core duties will involve: Processing new business. Gathering documentation for review meetings. Obtaining valuations and new business illustrations. Preparation of the suitability report and conducting research. Preparing meeting and review packs. Completing compliance checks on businesses. Handling queries from clients and maintaining client databases. Carrying out general tasks in support of the Financial Planning Consultant as and when required. Requirements Candidates will ideally have: Experience of working in a similar role / capacity with working knowledge of pensions and investments. Ideally part Diploma qualified, however this is not essential, work experience is more important. The ability to work unsupervised but to contribute and work effectively as part of a team. Excellent organisation and prioritisation skills. Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service. For further details or to apply, send your CV to . com
Harvey Nash have partnered exclusively with the University of Sheffield as they continue revolutionise their solutions and solidify its position as a leading Russell Group university. They are looking for a Senior Developer to join them. IT Services are advertising a challenging and rewarding role as part of our growing Integration Team. We are building a modern API led approach to Integrations across our estate with the design and implementation of Spring Boot REST APIs using KONG API Gateway Enterprise Products, as well as AWS Infrastructure and tools. Over time we will have a Full Lifecycle API Management Framework in place as part of this work. The team also designs and builds ETL pipelines using a modern data and event driven architecture. We provide a central point of expertise to own and manage our integration tools, processes and standards, and set our future approach to integration. As part of this we provide support to colleagues and suppliers who use our tooling to build their own integrations Essential criteria: Experience in developing systems using a variety of technologies. SpringBoot and Java are our current stack. Experience with Python is a bonus. Expertise with relational and non-relational databases. Expertise in designing and building APIs (REST, GraphQL, etc) Understanding of the life cycle of API management issues such as Security and Traffic Management, Access Control, etc. Expertise in effective collaborative working as part of a team, and the associated tools (Git, Jira, etc) and practices (Agile). Experience of driving continual improvements to systems, processes and working practices to deliver increased performance, efficiency and quality on the systems we maintain. Experience developing, monitoring, debugging and fault handling complex integrations between different systems using a variety of methods and approaches. Wide range of knowledge of tools and techniques for developing high quality software (eg continuous integration/deployment, software testing, containerisation, dependency management, etc.) Ability to learn new technologies and techniques, set standards and support team members on their use. Manage own time when working on several projects simultaneously, with an ability to prioritise and complete urgent fixes as they occur. Ability to support and mentor more junior members of the team. What we offer A minimum of 41 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more Generous pension scheme A wide range of discounts and rewards on shopping, eating out and travel A commitment to your development access to learning and mentoring schemes A range of generous family-friendly policies + more! The University of Sheffield is a certified Disability Confident Employer. Disability Confident is a recognition given by the Government's Department for Work and Pensions (DWP) to employers based in Great Britain who have agreed to take action to meet thirteen commitments regarding the employment, retention, training and career development of disabled employees. One of these commitments is to offer an interview to disabled people who meet the minimum criteria for the job. A false declaration of disability to obtain an interview will result in the invalidation of any offer made. If you consider yourself to have a disability as defined by the Equality Act 2010 and would like your application to be considered under the Disability Confident Scheme, please make this visible in your application or send an email to the consultant (see below) Criminal record A basic DBS check will be needed for this role. More details on the checks can be found on the Government website: gov.uk/criminal-record-checks-apply-role. Possession of a criminal record is not an automatic bar to employment at the University of Sheffield. We recognise the value of steady employment in the rehabilitation process and examine each case in its own right. More information can be found on our Information for candidates page
Apr 19, 2024
Full time
Harvey Nash have partnered exclusively with the University of Sheffield as they continue revolutionise their solutions and solidify its position as a leading Russell Group university. They are looking for a Senior Developer to join them. IT Services are advertising a challenging and rewarding role as part of our growing Integration Team. We are building a modern API led approach to Integrations across our estate with the design and implementation of Spring Boot REST APIs using KONG API Gateway Enterprise Products, as well as AWS Infrastructure and tools. Over time we will have a Full Lifecycle API Management Framework in place as part of this work. The team also designs and builds ETL pipelines using a modern data and event driven architecture. We provide a central point of expertise to own and manage our integration tools, processes and standards, and set our future approach to integration. As part of this we provide support to colleagues and suppliers who use our tooling to build their own integrations Essential criteria: Experience in developing systems using a variety of technologies. SpringBoot and Java are our current stack. Experience with Python is a bonus. Expertise with relational and non-relational databases. Expertise in designing and building APIs (REST, GraphQL, etc) Understanding of the life cycle of API management issues such as Security and Traffic Management, Access Control, etc. Expertise in effective collaborative working as part of a team, and the associated tools (Git, Jira, etc) and practices (Agile). Experience of driving continual improvements to systems, processes and working practices to deliver increased performance, efficiency and quality on the systems we maintain. Experience developing, monitoring, debugging and fault handling complex integrations between different systems using a variety of methods and approaches. Wide range of knowledge of tools and techniques for developing high quality software (eg continuous integration/deployment, software testing, containerisation, dependency management, etc.) Ability to learn new technologies and techniques, set standards and support team members on their use. Manage own time when working on several projects simultaneously, with an ability to prioritise and complete urgent fixes as they occur. Ability to support and mentor more junior members of the team. What we offer A minimum of 41 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more Generous pension scheme A wide range of discounts and rewards on shopping, eating out and travel A commitment to your development access to learning and mentoring schemes A range of generous family-friendly policies + more! The University of Sheffield is a certified Disability Confident Employer. Disability Confident is a recognition given by the Government's Department for Work and Pensions (DWP) to employers based in Great Britain who have agreed to take action to meet thirteen commitments regarding the employment, retention, training and career development of disabled employees. One of these commitments is to offer an interview to disabled people who meet the minimum criteria for the job. A false declaration of disability to obtain an interview will result in the invalidation of any offer made. If you consider yourself to have a disability as defined by the Equality Act 2010 and would like your application to be considered under the Disability Confident Scheme, please make this visible in your application or send an email to the consultant (see below) Criminal record A basic DBS check will be needed for this role. More details on the checks can be found on the Government website: gov.uk/criminal-record-checks-apply-role. Possession of a criminal record is not an automatic bar to employment at the University of Sheffield. We recognise the value of steady employment in the rehabilitation process and examine each case in its own right. More information can be found on our Information for candidates page
STAR ACTUARIAL FUTURES LIMITED
Edinburgh, Midlothian
Are you a part-qualified pensions actuary, keel on carving out a career inGMP equalisation within a major consultancy? Then read on This is an exceptional opportunity touseyour technical actuarial skills to enable high-quality delivery of GMP equalisation projects for UK defined benefit pension scheme clients. Providing technical specialist expertise, you will work collaboratively in the preparati click apply for full job details
Apr 19, 2024
Full time
Are you a part-qualified pensions actuary, keel on carving out a career inGMP equalisation within a major consultancy? Then read on This is an exceptional opportunity touseyour technical actuarial skills to enable high-quality delivery of GMP equalisation projects for UK defined benefit pension scheme clients. Providing technical specialist expertise, you will work collaboratively in the preparati click apply for full job details
We are working with a reputable financial advisory firm that has been serving small businesses and individuals since its founding. They take pride in their holistic approach to financial advising, aiming to help clients achieve their objectives by utilising a wide range of financial products and exclusive arrangements not available elsewhere. Their expertise extends to problem-solving, cost accounting, and contract law, making them a trusted partner for their clients' financial needs. The practice understand the value of specialised knowledge. That's why they have a team of specialist support staff in the areas of pensions and investments. They also have established partnerships with corporate lawyers, family lawyers, and specialist tax consultants, ensuring clients receive comprehensive financial solutions. Their mission is clear: to enhance clients' wealth through tax control, improved investment returns, and effective risk management. They are now looking for a dedicated Paraplanner to join the team and contribute to their commitment to excellence in financial advising. Position Overview: As a Paraplanner you will play a vital role in supporting the Financial Advisors and clients. You will be responsible for gathering and analysing client data, preparing financial reports, and assisting in the development of comprehensive financial plans. You will work closely with our team of experts to deliver tailored solutions to clients, contributing to their financial success. Experienced required, Relevant financial planning and paraplanning experience. Proficiency with financial software and tools. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. Ability to work collaboratively in a team environment. Why apply for this role Competitive compensation and benefits package. Opportunity to work in a supportive and collaborative team. Access to specialised knowledge and continuous professional development. Exposure to a wide range of clients and financial scenarios. An inclusive and dynamic work environment that values innovation and growth. What next? If you are a motivated and detail-oriented individual with a passion for finance and a desire to make a positive impact on clients' financial well-being, we invite you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
Apr 19, 2024
Full time
We are working with a reputable financial advisory firm that has been serving small businesses and individuals since its founding. They take pride in their holistic approach to financial advising, aiming to help clients achieve their objectives by utilising a wide range of financial products and exclusive arrangements not available elsewhere. Their expertise extends to problem-solving, cost accounting, and contract law, making them a trusted partner for their clients' financial needs. The practice understand the value of specialised knowledge. That's why they have a team of specialist support staff in the areas of pensions and investments. They also have established partnerships with corporate lawyers, family lawyers, and specialist tax consultants, ensuring clients receive comprehensive financial solutions. Their mission is clear: to enhance clients' wealth through tax control, improved investment returns, and effective risk management. They are now looking for a dedicated Paraplanner to join the team and contribute to their commitment to excellence in financial advising. Position Overview: As a Paraplanner you will play a vital role in supporting the Financial Advisors and clients. You will be responsible for gathering and analysing client data, preparing financial reports, and assisting in the development of comprehensive financial plans. You will work closely with our team of experts to deliver tailored solutions to clients, contributing to their financial success. Experienced required, Relevant financial planning and paraplanning experience. Proficiency with financial software and tools. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. Ability to work collaboratively in a team environment. Why apply for this role Competitive compensation and benefits package. Opportunity to work in a supportive and collaborative team. Access to specialised knowledge and continuous professional development. Exposure to a wide range of clients and financial scenarios. An inclusive and dynamic work environment that values innovation and growth. What next? If you are a motivated and detail-oriented individual with a passion for finance and a desire to make a positive impact on clients' financial well-being, we invite you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
Star Actuarial is currently representing a leading-edge consultancy in the search for a part-qualified pensions actuary who will join the firm as an associate wind-up consultant, supporting a portfolio of clients through their wind-up journey and working with both Trustee Boards and Sponsoring Employers of UK defined benefit pension schemes click apply for full job details
Apr 19, 2024
Full time
Star Actuarial is currently representing a leading-edge consultancy in the search for a part-qualified pensions actuary who will join the firm as an associate wind-up consultant, supporting a portfolio of clients through their wind-up journey and working with both Trustee Boards and Sponsoring Employers of UK defined benefit pension schemes click apply for full job details
A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they prioritise this certification. If not currently Chartered, they are open to considering candidates who are one paper away from achieving chartered. Key Responsibilities: Provide comprehensive financial planning advice to clients, both existing and new. Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met. Collaborate with the team to identify and pursue new business opportunities. Stay updated on industry trends and regulations to provide clients with accurate and timely advice. Ensure that clients receive top-tier financial planning services. Requirements: Chartered Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards. Proven experience in providing financial planning and advisory services. Strong interpersonal and communication skills. A proactive approach to building and managing client relationships. Compensation: The compensation package for this role is dependent on your experience and qualifications: Salary: 75,000 per annum Car Allowance: 5,000 Bonus: 25% of Net Business (NB) generated above 50,000, reviewed and amended annually. Working Environment: There is no work-from-home policy, as the Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards. How to Apply: If you are a dedicated and Chartered Financial Planner with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW
Apr 19, 2024
Full time
A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they prioritise this certification. If not currently Chartered, they are open to considering candidates who are one paper away from achieving chartered. Key Responsibilities: Provide comprehensive financial planning advice to clients, both existing and new. Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met. Collaborate with the team to identify and pursue new business opportunities. Stay updated on industry trends and regulations to provide clients with accurate and timely advice. Ensure that clients receive top-tier financial planning services. Requirements: Chartered Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards. Proven experience in providing financial planning and advisory services. Strong interpersonal and communication skills. A proactive approach to building and managing client relationships. Compensation: The compensation package for this role is dependent on your experience and qualifications: Salary: 75,000 per annum Car Allowance: 5,000 Bonus: 25% of Net Business (NB) generated above 50,000, reviewed and amended annually. Working Environment: There is no work-from-home policy, as the Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards. How to Apply: If you are a dedicated and Chartered Financial Planner with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW
Job Title: Financial Planning Administrator Location: Sutton Coldfield, West Midlands Salary: 25,000 - 30,000 dependent on experience plus an impressive benefits package Benefits Death in Service, Income Protection and Private Medical Insurance after six months services. 21 days holiday plus days between Christmas and New Year Free on site car parking Social events throughout the year The Company: A well-respected and long-standing Independent Financial Planning firm is seeking an experienced Administrator to join their small, close-knit team. This firm provides comprehensive advice across all aspects of personal finance, including Pensions, Investments, Protection, and Inheritance Tax. They take pride in their collective knowledge and unwavering commitment to delivering exceptional customer service. The Role: This exciting position is centred around providing vital support to the financial advisers, enabling them to deliver a first-class service. Your key responsibilities will involve the prompt generation of compliant and accurate supporting documents and valuations. This role is ideal for an experienced administrator who thrives in a fast-paced, collaborative environment. Key responsibilities include obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and engaging with clients. The Required Skills: Experience: Proven experience of working within an Independent Financial Advisor (IFA) firm in an administrative capacity, providing invaluable support to financial advisers. Qualifications: Possession of CF1, R01, or equivalent qualifications is highly desirable. Communication: A personable and confident professional who excels in client and colleague interactions, both over the phone and in face-to-face meetings. Software Proficiency: Proficient in using Intelligent Office and Microsoft Office suite for efficient task management. If you're seeking an exciting opportunity to make a significant contribution to a respected IFA firm, working in a collaborative and fast-paced environment, we encourage you to apply. In return, we offer a competitive salary, a range of benefits, and the chance to work with a highly knowledgeable and customer-focused team. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
Apr 19, 2024
Full time
Job Title: Financial Planning Administrator Location: Sutton Coldfield, West Midlands Salary: 25,000 - 30,000 dependent on experience plus an impressive benefits package Benefits Death in Service, Income Protection and Private Medical Insurance after six months services. 21 days holiday plus days between Christmas and New Year Free on site car parking Social events throughout the year The Company: A well-respected and long-standing Independent Financial Planning firm is seeking an experienced Administrator to join their small, close-knit team. This firm provides comprehensive advice across all aspects of personal finance, including Pensions, Investments, Protection, and Inheritance Tax. They take pride in their collective knowledge and unwavering commitment to delivering exceptional customer service. The Role: This exciting position is centred around providing vital support to the financial advisers, enabling them to deliver a first-class service. Your key responsibilities will involve the prompt generation of compliant and accurate supporting documents and valuations. This role is ideal for an experienced administrator who thrives in a fast-paced, collaborative environment. Key responsibilities include obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and engaging with clients. The Required Skills: Experience: Proven experience of working within an Independent Financial Advisor (IFA) firm in an administrative capacity, providing invaluable support to financial advisers. Qualifications: Possession of CF1, R01, or equivalent qualifications is highly desirable. Communication: A personable and confident professional who excels in client and colleague interactions, both over the phone and in face-to-face meetings. Software Proficiency: Proficient in using Intelligent Office and Microsoft Office suite for efficient task management. If you're seeking an exciting opportunity to make a significant contribution to a respected IFA firm, working in a collaborative and fast-paced environment, we encourage you to apply. In return, we offer a competitive salary, a range of benefits, and the chance to work with a highly knowledgeable and customer-focused team. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
We are working with a dynamic and highly professional financial practice that has consistently grown through client recommendations since its establishment. With advisers boasting over twenty years of experience in the industry, the team is dedicated to providing first-class service to clients. The Role: We are seeking a motivated and qualified Independent Financial Adviser to join the team. As an IFA, you will be responsible for providing comprehensive financial advice to individuals and businesses. The focus is on delivering holistic advice, recognising that each aspect of financial planning impacts others. We are committed to working closely with clients to help them achieve their financial goals. Key Responsibilities: Conduct thorough financial assessments and develop personalised financial plans for clients. Provide expert advice on investments, retirement planning, insurance, and other financial solutions. Continuously monitor and review clients' financial strategies to ensure they remain aligned with their goals. Build and maintain strong client relationships, demonstrating trust, truth, and transparency in all interactions. Requirements: Relevant industry qualifications and certifications Strong knowledge of financial products, investment strategies, and retirement planning. Exceptional interpersonal and communication skills. A genuine commitment to putting clients' interests first Why Join An opportunity to work for a company with a strong reputation for excellence and integrity. A positive and supportive work environment, with a client-centric approach. Competitive compensation and performance-based incentives. Ongoing professional development and training opportunities. The chance to make a real impact on clients' financial well-being. How to Apply: If you are ready to join a company that values trust, truth, and transparency, and you meet the qualifications and requirements outlined above, please apply now! If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW
Apr 19, 2024
Full time
We are working with a dynamic and highly professional financial practice that has consistently grown through client recommendations since its establishment. With advisers boasting over twenty years of experience in the industry, the team is dedicated to providing first-class service to clients. The Role: We are seeking a motivated and qualified Independent Financial Adviser to join the team. As an IFA, you will be responsible for providing comprehensive financial advice to individuals and businesses. The focus is on delivering holistic advice, recognising that each aspect of financial planning impacts others. We are committed to working closely with clients to help them achieve their financial goals. Key Responsibilities: Conduct thorough financial assessments and develop personalised financial plans for clients. Provide expert advice on investments, retirement planning, insurance, and other financial solutions. Continuously monitor and review clients' financial strategies to ensure they remain aligned with their goals. Build and maintain strong client relationships, demonstrating trust, truth, and transparency in all interactions. Requirements: Relevant industry qualifications and certifications Strong knowledge of financial products, investment strategies, and retirement planning. Exceptional interpersonal and communication skills. A genuine commitment to putting clients' interests first Why Join An opportunity to work for a company with a strong reputation for excellence and integrity. A positive and supportive work environment, with a client-centric approach. Competitive compensation and performance-based incentives. Ongoing professional development and training opportunities. The chance to make a real impact on clients' financial well-being. How to Apply: If you are ready to join a company that values trust, truth, and transparency, and you meet the qualifications and requirements outlined above, please apply now! If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW
Job Title: Financial Adviser Job Type: Self-Employed About the business: This role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various financial domains, including retirement planning, investment strategies, tax optimisation, and wealth preservation. They take pride in delivering meticulous, up-to-date advice that transcends market fluctuations, allowing clients to achieve their financial goals and aspirations. The Opportunity: We are excited to announce that they are actively seeking motivated and self-driven Financial Advisers to join the team. As part of the expansion plans, they aim to grow their team by adding several advisers. They operate on a self-employed model, offering a unique opportunity for financial professionals who are looking for flexibility and the chance to maximise their income potential. Key Highlights: Abundant Lead Generation: More than enough leads readily available and an experienced team will help facilitate their transfer to advisers. Competitive Compensation Model: The compensation package starts at a 70/30 split, with the potential to increase to an 80/20 split for advisers who excel. They believe in rewarding success. Full Compliance and Support: Full compliance support and offer assistance with suitability reports. Additionally, the advisers have access to full paraplanning services, with support from the dedicated office support team. Access to Technology: They offer access to the latest financial technology tools, including IO, to streamline and enhance your advisory services. Future Growth: As part of the expansion plans, they anticipate welcoming additional support staff in the near future, creating opportunities for career advancement within our organisation. How to Apply: If you are a driven and self-motivated financial professional looking for an exciting opportunity in a self-employed model, and you meet the qualifications and requirements for this role, we invite you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Apr 19, 2024
Full time
Job Title: Financial Adviser Job Type: Self-Employed About the business: This role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various financial domains, including retirement planning, investment strategies, tax optimisation, and wealth preservation. They take pride in delivering meticulous, up-to-date advice that transcends market fluctuations, allowing clients to achieve their financial goals and aspirations. The Opportunity: We are excited to announce that they are actively seeking motivated and self-driven Financial Advisers to join the team. As part of the expansion plans, they aim to grow their team by adding several advisers. They operate on a self-employed model, offering a unique opportunity for financial professionals who are looking for flexibility and the chance to maximise their income potential. Key Highlights: Abundant Lead Generation: More than enough leads readily available and an experienced team will help facilitate their transfer to advisers. Competitive Compensation Model: The compensation package starts at a 70/30 split, with the potential to increase to an 80/20 split for advisers who excel. They believe in rewarding success. Full Compliance and Support: Full compliance support and offer assistance with suitability reports. Additionally, the advisers have access to full paraplanning services, with support from the dedicated office support team. Access to Technology: They offer access to the latest financial technology tools, including IO, to streamline and enhance your advisory services. Future Growth: As part of the expansion plans, they anticipate welcoming additional support staff in the near future, creating opportunities for career advancement within our organisation. How to Apply: If you are a driven and self-motivated financial professional looking for an exciting opportunity in a self-employed model, and you meet the qualifications and requirements for this role, we invite you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Senior Financial Planner Location: Nottingham, UK Job Conditions: Full-time, Permanent Benefits Include: Group benefits: pension, death in service, income protection, and private medical insurance. Discretionary bonus. City center location with car parking provision. Agile and home working policies. Study leave and exam support. Mobile phone for work use. Career and personal development pathways. Dedicated coaching and learning support. Wellbeing support services. Generous social budget and team away days. Are you an experienced financial planner with a passion for excellence, a dedication to client care, and the desire to work with a highly regarded wealth management firm? If so, we are looking for you! About the Role: We are seeking a Senior Financial Planner to join an award-winning wealth management business in Nottingham and serve as the trusted advisor for high net worth clients with complex financial needs. You will be responsible for providing exceptional service through regular review meetings and proactive client interactions, while working alongside a dedicated team of technicians and administrators. Your role will involve taking on a group of existing clients from other planners who are nearing client capacity, as well as contributing to the acquisition of new clients. While not expected to be a "rainmaker," your ability to convert prospects into clients will be a valuable asset to the team. As a Senior Financial Planner, you'll work within a collaborative team environment with no individual targets, supporting less experienced team members and senior managers as needed. Your commitment to delivering great client outcomes is paramount. About You: We are looking for a candidate with the following qualities: At least 5 (ideally 10) years of experience in holistic financial planning for high net worth clients. Willingness to work in the central Nottingham office, initially up to five days a week for the first 3-6 months, reducing to an average of 2-3 days per week thereafter depending on client/team demand. A strong team player who always puts the client's interests first. Chartered or CFP (Level 6/7) status or working towards it. A strong sense of integrity, diligence, and a 'can do, will do' attitude. What next? If you are an accomplished financial planner with a commitment to delivering outstanding client service and are excited to join one of the most respected boutique wealth management firms in the UK, we want to hear from you. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW / Financial Consultant / Independent Financial Adviser / Wealth Consultant
Apr 19, 2024
Full time
Senior Financial Planner Location: Nottingham, UK Job Conditions: Full-time, Permanent Benefits Include: Group benefits: pension, death in service, income protection, and private medical insurance. Discretionary bonus. City center location with car parking provision. Agile and home working policies. Study leave and exam support. Mobile phone for work use. Career and personal development pathways. Dedicated coaching and learning support. Wellbeing support services. Generous social budget and team away days. Are you an experienced financial planner with a passion for excellence, a dedication to client care, and the desire to work with a highly regarded wealth management firm? If so, we are looking for you! About the Role: We are seeking a Senior Financial Planner to join an award-winning wealth management business in Nottingham and serve as the trusted advisor for high net worth clients with complex financial needs. You will be responsible for providing exceptional service through regular review meetings and proactive client interactions, while working alongside a dedicated team of technicians and administrators. Your role will involve taking on a group of existing clients from other planners who are nearing client capacity, as well as contributing to the acquisition of new clients. While not expected to be a "rainmaker," your ability to convert prospects into clients will be a valuable asset to the team. As a Senior Financial Planner, you'll work within a collaborative team environment with no individual targets, supporting less experienced team members and senior managers as needed. Your commitment to delivering great client outcomes is paramount. About You: We are looking for a candidate with the following qualities: At least 5 (ideally 10) years of experience in holistic financial planning for high net worth clients. Willingness to work in the central Nottingham office, initially up to five days a week for the first 3-6 months, reducing to an average of 2-3 days per week thereafter depending on client/team demand. A strong team player who always puts the client's interests first. Chartered or CFP (Level 6/7) status or working towards it. A strong sense of integrity, diligence, and a 'can do, will do' attitude. What next? If you are an accomplished financial planner with a commitment to delivering outstanding client service and are excited to join one of the most respected boutique wealth management firms in the UK, we want to hear from you. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW / Financial Consultant / Independent Financial Adviser / Wealth Consultant
Senior Independent Financial Adviser Birmingham, UK Salary: Circa 60,000 (Negotiable for the Right Candidate) + Bonus Benefits: 23 days holiday + BH 4xDIS Exam support (by prior agreement) Detailed training and development program Friendly team environment Social events Dynamic workplace with key development and experience Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you! Key Responsibilities: Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning. Assess client needs and develop tailored financial solutions to meet their goals. Build and maintain strong client relationships, ensuring exceptional service delivery. Actively participate in business development activities and contribute to the growth of the firm. What's on Offer: Additional bonus structure based on targets and company performance Clients to inherit upon arrival, providing a strong foundation for immediate success. Leads provided and ongoing marketing support to enhance your client base. Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function. Qualifications and Experience: Minimum Level 4 Diploma in Financial Planning. Extensive experience as a Financial Adviser, preferably in a senior role. Strong knowledge of investment, pensions, protection, and estate planning. Excellent communication and interpersonal skills. What next? If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Apr 19, 2024
Full time
Senior Independent Financial Adviser Birmingham, UK Salary: Circa 60,000 (Negotiable for the Right Candidate) + Bonus Benefits: 23 days holiday + BH 4xDIS Exam support (by prior agreement) Detailed training and development program Friendly team environment Social events Dynamic workplace with key development and experience Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you! Key Responsibilities: Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning. Assess client needs and develop tailored financial solutions to meet their goals. Build and maintain strong client relationships, ensuring exceptional service delivery. Actively participate in business development activities and contribute to the growth of the firm. What's on Offer: Additional bonus structure based on targets and company performance Clients to inherit upon arrival, providing a strong foundation for immediate success. Leads provided and ongoing marketing support to enhance your client base. Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function. Qualifications and Experience: Minimum Level 4 Diploma in Financial Planning. Extensive experience as a Financial Adviser, preferably in a senior role. Strong knowledge of investment, pensions, protection, and estate planning. Excellent communication and interpersonal skills. What next? If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Harvey Nash have partnered exclusively with the University of Sheffield as they continue revolutionise their solutions and solidify its position as a leading Russell Group university. IT Services at the University of Sheffield provide a full range of complex services that support all our staff and students. Working in a new product-led way, the department is undergoing a significant amount of change as it establishes itself as a key partner across the University. Reporting to the CTO you will line manage a team of SAP specialists who deliver both BAU and change for SAP. Currently on SAP ECC, we will be starting a major programme of work to change how we use SAP across Finance and HR, introduce new models and move progressively to S4/HANA. Essential criteria: Experience of delivering technology programmes of work which have interdependent high-level milestones of interrelated projects Proven experience of managing multi-disciplined technical teams Confident and capable people manager with proven experience of line management and mentoring of team members Proven knowledge and experience of managing SAP environments Experience of managing suppliers and delivery partners including managing the outputs and planning of the deliverables to time, cost & quality Experience of creating technology roadmaps to ensure the validity and security of the domain systems/applications - specifically SAP Proven experience managing successful technology transitions and migrations Proven experience of stakeholder management with both suppliers and internal stakeholders Demonstrable ability to motivate high performance in others What we offer A minimum of 41 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more. Generous pension scheme. A wide range of discounts and rewards on shopping, eating out and travel. A commitment to your development access to learning and mentoring schemes A range of generous family-friendly policies + more! The University of Sheffield is a certified Disability Confident Employer. Disability Confident is a recognition given by the Government's Department for Work and Pensions (DWP) to employers based in Great Britain who have agreed to take action to meet thirteen commitments regarding the employment, retention, training and career development of disabled employees. One of these commitments is to offer an interview to disabled people who meet the minimum criteria for the job. A false declaration of disability to obtain an interview will result in the invalidation of any offer made. If you consider yourself to have a disability as defined by the Equality Act 2010 and would like your application to be considered under the Disability Confident Scheme, please make this visible in your application or send an email to the consultant (see below) Criminal record A basic DBS check will be needed for this role. More details on the checks can be found on the Government website. Possession of a criminal record is not an automatic bar to employment at the University of Sheffield. We recognise the value of steady employment in the rehabilitation process and examine each case in its own right. More information can be found on our Information for candidates page
Apr 19, 2024
Full time
Harvey Nash have partnered exclusively with the University of Sheffield as they continue revolutionise their solutions and solidify its position as a leading Russell Group university. IT Services at the University of Sheffield provide a full range of complex services that support all our staff and students. Working in a new product-led way, the department is undergoing a significant amount of change as it establishes itself as a key partner across the University. Reporting to the CTO you will line manage a team of SAP specialists who deliver both BAU and change for SAP. Currently on SAP ECC, we will be starting a major programme of work to change how we use SAP across Finance and HR, introduce new models and move progressively to S4/HANA. Essential criteria: Experience of delivering technology programmes of work which have interdependent high-level milestones of interrelated projects Proven experience of managing multi-disciplined technical teams Confident and capable people manager with proven experience of line management and mentoring of team members Proven knowledge and experience of managing SAP environments Experience of managing suppliers and delivery partners including managing the outputs and planning of the deliverables to time, cost & quality Experience of creating technology roadmaps to ensure the validity and security of the domain systems/applications - specifically SAP Proven experience managing successful technology transitions and migrations Proven experience of stakeholder management with both suppliers and internal stakeholders Demonstrable ability to motivate high performance in others What we offer A minimum of 41 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more. Generous pension scheme. A wide range of discounts and rewards on shopping, eating out and travel. A commitment to your development access to learning and mentoring schemes A range of generous family-friendly policies + more! The University of Sheffield is a certified Disability Confident Employer. Disability Confident is a recognition given by the Government's Department for Work and Pensions (DWP) to employers based in Great Britain who have agreed to take action to meet thirteen commitments regarding the employment, retention, training and career development of disabled employees. One of these commitments is to offer an interview to disabled people who meet the minimum criteria for the job. A false declaration of disability to obtain an interview will result in the invalidation of any offer made. If you consider yourself to have a disability as defined by the Equality Act 2010 and would like your application to be considered under the Disability Confident Scheme, please make this visible in your application or send an email to the consultant (see below) Criminal record A basic DBS check will be needed for this role. More details on the checks can be found on the Government website. Possession of a criminal record is not an automatic bar to employment at the University of Sheffield. We recognise the value of steady employment in the rehabilitation process and examine each case in its own right. More information can be found on our Information for candidates page
Harvey Nash have partnered exclusively with the University of Sheffield as they continue revolutionise their solutions and solidify its position as a leading Russell Group university. IT Services at the University of Sheffield provide a full range of complex services that support all our staff and students. Working in a new product-led way, the department is undergoing a significant amount of change as it establishes itself as a key partner across the University. Reporting to the CTO, you will run a team of software engineers who deliver our in-house Student Record System. This system, called CIS, is undergoing a process of modernisation of which the first major stage was completed last year with an upgrade and move to AWS. Essential criteria: Experience of delivering technology programmes of work which have interdependent high-level milestones of interrelated projects Experience with software engineering including modern development practices and embedding best practice into teams Proven knowledge and experience of managing complex business systems systems on a cloud platform (AWS preferred but training can be provided) Experience of managing suppliers and delivery partners including managing the outputs and planning of the deliverables to time, cost & quality Experience of creating technology roadmaps to ensure the validity and security of the domain systems/applications Proven experience managing successful technology transitions and migrations Proven experience of stakeholder management with both suppliers and internal stakeholders Demonstrable ability to motivate high performance in others What we offer A minimum of 41 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more Generous pension scheme A wide range of discounts and rewards on shopping, eating out and travel A commitment to your development access to learning and mentoring schemes A range of generous family-friendly policies + more! The University of Sheffield is a certified Disability Confident Employer. Disability Confident is a recognition given by the Government's Department for Work and Pensions (DWP) to employers based in Great Britain who have agreed to take action to meet thirteen commitments regarding the employment, retention, training and career development of disabled employees. One of these commitments is to offer an interview to disabled people who meet the minimum criteria for the job. A false declaration of disability to obtain an interview will result in the invalidation of any offer made. If you consider yourself to have a disability as defined by the Equality Act 2010 and would like your application to be considered under the Disability Confident Scheme, please make this visible in your application or send an email to the consultant (see below) Criminal record A basic DBS check will be needed for this role. More details on the checks can be found on the Government website. Possession of a criminal record is not an automatic bar to employment at the University of Sheffield. We recognise the value of steady employment in the rehabilitation process and examine each case in its own right. More information can be found on our Information for candidates page
Apr 19, 2024
Full time
Harvey Nash have partnered exclusively with the University of Sheffield as they continue revolutionise their solutions and solidify its position as a leading Russell Group university. IT Services at the University of Sheffield provide a full range of complex services that support all our staff and students. Working in a new product-led way, the department is undergoing a significant amount of change as it establishes itself as a key partner across the University. Reporting to the CTO, you will run a team of software engineers who deliver our in-house Student Record System. This system, called CIS, is undergoing a process of modernisation of which the first major stage was completed last year with an upgrade and move to AWS. Essential criteria: Experience of delivering technology programmes of work which have interdependent high-level milestones of interrelated projects Experience with software engineering including modern development practices and embedding best practice into teams Proven knowledge and experience of managing complex business systems systems on a cloud platform (AWS preferred but training can be provided) Experience of managing suppliers and delivery partners including managing the outputs and planning of the deliverables to time, cost & quality Experience of creating technology roadmaps to ensure the validity and security of the domain systems/applications Proven experience managing successful technology transitions and migrations Proven experience of stakeholder management with both suppliers and internal stakeholders Demonstrable ability to motivate high performance in others What we offer A minimum of 41 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more Generous pension scheme A wide range of discounts and rewards on shopping, eating out and travel A commitment to your development access to learning and mentoring schemes A range of generous family-friendly policies + more! The University of Sheffield is a certified Disability Confident Employer. Disability Confident is a recognition given by the Government's Department for Work and Pensions (DWP) to employers based in Great Britain who have agreed to take action to meet thirteen commitments regarding the employment, retention, training and career development of disabled employees. One of these commitments is to offer an interview to disabled people who meet the minimum criteria for the job. A false declaration of disability to obtain an interview will result in the invalidation of any offer made. If you consider yourself to have a disability as defined by the Equality Act 2010 and would like your application to be considered under the Disability Confident Scheme, please make this visible in your application or send an email to the consultant (see below) Criminal record A basic DBS check will be needed for this role. More details on the checks can be found on the Government website. Possession of a criminal record is not an automatic bar to employment at the University of Sheffield. We recognise the value of steady employment in the rehabilitation process and examine each case in its own right. More information can be found on our Information for candidates page
Role Title: Director - UK Pension Member Operations Location: London , UK What will you be doing: The role sits within the Pensions and Benefits team and provides the opportunity to become part of a highly effective in-house pensions executive team, comprising a mixture of experienced pension professionals, dedicated to following best practice in all areas, for the benefit of pension plan members and Barclays. In the UK, Barclays has a legacy trust based Defined Benefit (DB) pension plan, called the Barclays Bank UK Retirement Fund (UKRF), with over 200,000 members and in excess of £25bn of assets including £2bn in Defined Contribution (DC) assets. The UKRF is overseen by an independent non-executive Trustee Board. The role holder will support the UKRF CEO with effective governance and management of stakeholders working with the internal Pensions and Barclays functions, the Third Party Administrator and external advisers to ensure excellence in all areas. This will include both BAU, strategic and regulatory project activity.The role holder will lead development and oversight of the UKRF operational and engagement strategies and the management and engagement of the Third Party Administrator, other operational suppliers and advisers. The role is part of the senior leadership team supporting the UKRF Trustee and involves regular interaction with both the Trustee Board and other senior Barclays stakeholders. The role will require travel to London on a monthly basis to attend Trustee Board and committee meetings. Key Accountabilities Lead on strategic development and oversight of implementation of all aspects of the UKRF operational strategy for pension fund members including 3 rd party outsourced pension administration, member engagement and communications strategy for DB and DC members. Lead development, oversight, implementation and ongoing management of a member engagement strategy (including digital journeys and use of public website) and corresponding engagement model designed to enhance the engagement and support offered to UKRF members throughout their membership. Accountable executive for the third party pension administrator (on behalf of the UKRF Trustee), including service provision and monitoring, implementation of Trustee strategy for member experience, operational related legislative compliance, regular reporting and commercial terms negotiations. Accountable for a UKRF Trustee sub-committee including development of the strategic forward agenda and delivery of meeting papers, supported by the Scheme Secretary and working closely with the Trustee sub-committee Chair. Management of strategic, operational and regulatory project activity across the pension fund as required; defining scope, resources, benefits and ensuring the timely implementation of projects. Responsible for member complaints, disputes, management of issue resolution and rectification. Stakeholder Management and Leadership Member of the Trustee senior leadership team and other decision-making committees covering all aspects of delegated UK pension activity including DB and DC governance, finance, funding, risk, operations, administration and investment. Professional self-confidence and integrity together with experience of managing internal stakeholders and external consultants. Highly developed influencing skills, a natural ability to build, maintain and manage complex relationships to achieve outcomes. Effective collaboration and partnership with other team Directors and across other HR teams to deliver excellence to stakeholders, Barclays employees and pension scheme members. People management - including responsible for performance management and talent development, and being on-site lead in Glasgow for the pensions team (approx. 6 roles). What we're looking for: Extensive experience of working in a communications role within an occupational pension scheme environment. Significant technical understanding of managing the operations of a UK hybrid occupational pension scheme. Relevant professional qualifications, e.g. APMI, FIA (or equivalent) Knowledge and application of UK pensions legislation and up to date awareness of current pension industry initiatives and developments relevant to occupational pensions schemes. Skills that will help you in your role : Experience of working with or in a Third Party Administrator. Experience of assessing and interpreting complex and detailed regulatory for UK pension schemes, best practice and policy changes and apply, consider operational aspects in implementation.
Apr 19, 2024
Full time
Role Title: Director - UK Pension Member Operations Location: London , UK What will you be doing: The role sits within the Pensions and Benefits team and provides the opportunity to become part of a highly effective in-house pensions executive team, comprising a mixture of experienced pension professionals, dedicated to following best practice in all areas, for the benefit of pension plan members and Barclays. In the UK, Barclays has a legacy trust based Defined Benefit (DB) pension plan, called the Barclays Bank UK Retirement Fund (UKRF), with over 200,000 members and in excess of £25bn of assets including £2bn in Defined Contribution (DC) assets. The UKRF is overseen by an independent non-executive Trustee Board. The role holder will support the UKRF CEO with effective governance and management of stakeholders working with the internal Pensions and Barclays functions, the Third Party Administrator and external advisers to ensure excellence in all areas. This will include both BAU, strategic and regulatory project activity.The role holder will lead development and oversight of the UKRF operational and engagement strategies and the management and engagement of the Third Party Administrator, other operational suppliers and advisers. The role is part of the senior leadership team supporting the UKRF Trustee and involves regular interaction with both the Trustee Board and other senior Barclays stakeholders. The role will require travel to London on a monthly basis to attend Trustee Board and committee meetings. Key Accountabilities Lead on strategic development and oversight of implementation of all aspects of the UKRF operational strategy for pension fund members including 3 rd party outsourced pension administration, member engagement and communications strategy for DB and DC members. Lead development, oversight, implementation and ongoing management of a member engagement strategy (including digital journeys and use of public website) and corresponding engagement model designed to enhance the engagement and support offered to UKRF members throughout their membership. Accountable executive for the third party pension administrator (on behalf of the UKRF Trustee), including service provision and monitoring, implementation of Trustee strategy for member experience, operational related legislative compliance, regular reporting and commercial terms negotiations. Accountable for a UKRF Trustee sub-committee including development of the strategic forward agenda and delivery of meeting papers, supported by the Scheme Secretary and working closely with the Trustee sub-committee Chair. Management of strategic, operational and regulatory project activity across the pension fund as required; defining scope, resources, benefits and ensuring the timely implementation of projects. Responsible for member complaints, disputes, management of issue resolution and rectification. Stakeholder Management and Leadership Member of the Trustee senior leadership team and other decision-making committees covering all aspects of delegated UK pension activity including DB and DC governance, finance, funding, risk, operations, administration and investment. Professional self-confidence and integrity together with experience of managing internal stakeholders and external consultants. Highly developed influencing skills, a natural ability to build, maintain and manage complex relationships to achieve outcomes. Effective collaboration and partnership with other team Directors and across other HR teams to deliver excellence to stakeholders, Barclays employees and pension scheme members. People management - including responsible for performance management and talent development, and being on-site lead in Glasgow for the pensions team (approx. 6 roles). What we're looking for: Extensive experience of working in a communications role within an occupational pension scheme environment. Significant technical understanding of managing the operations of a UK hybrid occupational pension scheme. Relevant professional qualifications, e.g. APMI, FIA (or equivalent) Knowledge and application of UK pensions legislation and up to date awareness of current pension industry initiatives and developments relevant to occupational pensions schemes. Skills that will help you in your role : Experience of working with or in a Third Party Administrator. Experience of assessing and interpreting complex and detailed regulatory for UK pension schemes, best practice and policy changes and apply, consider operational aspects in implementation.
Job Title: Senior Employee Benefits Administrator Location : Brighton Salary: 30,000 - 35,000 per annum Hours: Monday - Friday, Flexible hours between 8am - 7pm (37.5 hours, hybrid working) Our client, a leading financial adviser firm in the UK, is seeking an enthusiastic and detail-oriented individual to join their team as a Senior Employee Benefits Administrator. As a Senior Employee Benefits Administrator, you will work closely with the Employee Benefits Consultants, providing support in the areas of group income protection insurance, group life insurance, group health insurances, and group pensions. You will have the opportunity to collaborate with clients and insurers, ensuring smooth processes and excellent service delivery. About your new role: Conducting market research to obtain quotations from leading group pension, group risk, and health providers Compiling client-facing reports based on market research findings Assisting Consultants in processing new business and meeting deadlines Preparing materials for pension governance meetings Liaising with clients and insurers for scheme underwriting and claims support Producing suitability letters to communicate recommendations to clients Migrating client file information for external compliance checks Providing general administration support and addressing client queries Answering group phone calls Assisting in training team members About you: Minimum of 5 years of experience in the financial services industry, ideally in Pensions High levels of accuracy Attention to detail Strong organisational skills Excellent client communication skills, both written and verbal IT proficient with Microsoft Packages and internal IT software By joining our client's team, you can expect the following benefits: Quarterly bonus structure 24 days paid holiday + bank holidays! Paid day off for your birthday 5% employer pension contribution 4x salary death in service (life insurance) benefit And more! If you are passionate about the finance industry and eager to contribute to a vibrant and successful organisation, apply now to be considered for this exciting opportunity. Join our client's team and take the first step towards a rewarding career in employee benefits administration. 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 explaining how we will use your information is available on our website.
Apr 19, 2024
Full time
Job Title: Senior Employee Benefits Administrator Location : Brighton Salary: 30,000 - 35,000 per annum Hours: Monday - Friday, Flexible hours between 8am - 7pm (37.5 hours, hybrid working) Our client, a leading financial adviser firm in the UK, is seeking an enthusiastic and detail-oriented individual to join their team as a Senior Employee Benefits Administrator. As a Senior Employee Benefits Administrator, you will work closely with the Employee Benefits Consultants, providing support in the areas of group income protection insurance, group life insurance, group health insurances, and group pensions. You will have the opportunity to collaborate with clients and insurers, ensuring smooth processes and excellent service delivery. About your new role: Conducting market research to obtain quotations from leading group pension, group risk, and health providers Compiling client-facing reports based on market research findings Assisting Consultants in processing new business and meeting deadlines Preparing materials for pension governance meetings Liaising with clients and insurers for scheme underwriting and claims support Producing suitability letters to communicate recommendations to clients Migrating client file information for external compliance checks Providing general administration support and addressing client queries Answering group phone calls Assisting in training team members About you: Minimum of 5 years of experience in the financial services industry, ideally in Pensions High levels of accuracy Attention to detail Strong organisational skills Excellent client communication skills, both written and verbal IT proficient with Microsoft Packages and internal IT software By joining our client's team, you can expect the following benefits: Quarterly bonus structure 24 days paid holiday + bank holidays! Paid day off for your birthday 5% employer pension contribution 4x salary death in service (life insurance) benefit And more! If you are passionate about the finance industry and eager to contribute to a vibrant and successful organisation, apply now to be considered for this exciting opportunity. Join our client's team and take the first step towards a rewarding career in employee benefits administration. 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 explaining how we will use your information is available on our website.