My client is a well established firm based a meridian business park Due to continued growth, they are now seeking a Partner Support Assistant to join them on a full time, permanent basis 09.00 - 17.00, Monday - Friday with a 1 hour lunch This role is the first line telephone support for the company and will include dealing with general enquiries, commission and compliance calls and the filtering of all recruitment calls. The aim being to support members with the skills and tools to maintain quality and improve their business. Key Tasks: First taker of all inbound calls to the company Respond to basic service queries Proactively identify and follow through on adviser recruitment opportunities. Undertake proposition demonstrations via the telephone and remote on-line tools. Maintain accurate records on CRM. Liaise with colleagues to maintain product knowledge. Research and keep updated on industry developments. In order to apply, you must possess the following Experience of working under pressure, prioritising and working to tight deadlines is essential Minimum 12 months experience in an office environment Knowledge of systems of control and able to follow clearly defined procedures Strong IT skills including competent on Microsoft office suite i.e. excel, word etc. Strong verbal and written communication skills CeMAP/equivalent professional financial services qualification or willingness to work towards this is desirable Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style A real desire to provide support and to assist firms to stay safe in the business environment £22,000 - £24,000
Apr 18, 2024
Full time
My client is a well established firm based a meridian business park Due to continued growth, they are now seeking a Partner Support Assistant to join them on a full time, permanent basis 09.00 - 17.00, Monday - Friday with a 1 hour lunch This role is the first line telephone support for the company and will include dealing with general enquiries, commission and compliance calls and the filtering of all recruitment calls. The aim being to support members with the skills and tools to maintain quality and improve their business. Key Tasks: First taker of all inbound calls to the company Respond to basic service queries Proactively identify and follow through on adviser recruitment opportunities. Undertake proposition demonstrations via the telephone and remote on-line tools. Maintain accurate records on CRM. Liaise with colleagues to maintain product knowledge. Research and keep updated on industry developments. In order to apply, you must possess the following Experience of working under pressure, prioritising and working to tight deadlines is essential Minimum 12 months experience in an office environment Knowledge of systems of control and able to follow clearly defined procedures Strong IT skills including competent on Microsoft office suite i.e. excel, word etc. Strong verbal and written communication skills CeMAP/equivalent professional financial services qualification or willingness to work towards this is desirable Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style A real desire to provide support and to assist firms to stay safe in the business environment £22,000 - £24,000
Partnership Support Officer handle the day to day support of the field Sales teams and National Sales Director. You will be dealing directly with our Sales team and our network of Advisors to enable them to operate more efficiently by aiding implementation of new initiatives throughout the network. To be successful in this role, you will: To provide effective communication and handle day to day operational issues, follow up on any corrective action plans. Development business relationships with accounts and field sales structure. Helping onboarding process for new advisers Responsible for proactive follow up of any current or new initiatives. Maintain contact and agree actions with Regional Sales Directors. Understand central functions and develop relationship with all head office members of staff. Maintain contact with Regional Sales Directors to confirm any feedback and action plans. Full understanding of all key projects including delivery programme providing feedback from proactive call out plans. Marketing and brand awareness, assist in implementation of any marketing campaigns and provide feedback. Adheres to all company policies and procedures as set by Company and National Sales Director. Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary. Key understanding of company systems, Platform and Banking. Work closely with product providers and maintain key contacts to assist in any problem solving. Acting in accordance with the requirements of the GDPR To deputise for other members of staff and departments as required by the business. Carry out any ad hoc duties as required by the role Ensure knowledge and understanding in areas of compliance and regulation is maintained as required About You Full training will be provided to ensure you can quickly get up to speed, but to be successful in this role you need to demonstrate: Engaging personality with the ability to build rapport quickly with customers and lenders Professional approach and able to influence at all levels Exceptional communication skills both verbal and written Excellent relationship building skills Confident telephone manner with good objection handling skills Self-motivated with a positive and "can-do" attitude The ability to work to challenging targets and deadlines and to maintain the quality of results whilst under pressure Able to work effectively on own initiative Advanced excel skills
Apr 18, 2024
Full time
Partnership Support Officer handle the day to day support of the field Sales teams and National Sales Director. You will be dealing directly with our Sales team and our network of Advisors to enable them to operate more efficiently by aiding implementation of new initiatives throughout the network. To be successful in this role, you will: To provide effective communication and handle day to day operational issues, follow up on any corrective action plans. Development business relationships with accounts and field sales structure. Helping onboarding process for new advisers Responsible for proactive follow up of any current or new initiatives. Maintain contact and agree actions with Regional Sales Directors. Understand central functions and develop relationship with all head office members of staff. Maintain contact with Regional Sales Directors to confirm any feedback and action plans. Full understanding of all key projects including delivery programme providing feedback from proactive call out plans. Marketing and brand awareness, assist in implementation of any marketing campaigns and provide feedback. Adheres to all company policies and procedures as set by Company and National Sales Director. Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary. Key understanding of company systems, Platform and Banking. Work closely with product providers and maintain key contacts to assist in any problem solving. Acting in accordance with the requirements of the GDPR To deputise for other members of staff and departments as required by the business. Carry out any ad hoc duties as required by the role Ensure knowledge and understanding in areas of compliance and regulation is maintained as required About You Full training will be provided to ensure you can quickly get up to speed, but to be successful in this role you need to demonstrate: Engaging personality with the ability to build rapport quickly with customers and lenders Professional approach and able to influence at all levels Exceptional communication skills both verbal and written Excellent relationship building skills Confident telephone manner with good objection handling skills Self-motivated with a positive and "can-do" attitude The ability to work to challenging targets and deadlines and to maintain the quality of results whilst under pressure Able to work effectively on own initiative Advanced excel skills
A forward thinking boutique accountancy practice in Central London has experienced some impressive growth in the past couple of years and is now in need of a candidate with strong international tax experience in US tax, looking for their next challenge. Responsibilities:- Working with a wide range of international clients, this candidate will be involved in all areas of the client's taxation and business requirements, from mainly an advisory angle. Including: Provision of proactive tax and other varied advice to a portfolio of clients, partners and colleagues Dealing with client's ad-hoc queries Managing all compliance processes from tax returns to accounts (UK and international aspects) Overseeing the preparation of tax returns and computations in the UK whilst working with overseas advisers on international compliance Requirements:- Ideally be EA/ATT/CPA qualified with US tax experience Have the ability to see a holistic view of the client's business/tax affair in order to identify and provide solutions to client's issues which can cover a wide base and include all financial matters Deliver high quality, well thought through advice that covers all financial and commercial aspect, working in conjunction with the Partner and client's other advisers Working successfully with staff and Partners to ensure that all deadlines and client expectations are met If this is the role for you, please apply with your updated CV, or email your profile summary and CV to . If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Apr 18, 2024
Full time
A forward thinking boutique accountancy practice in Central London has experienced some impressive growth in the past couple of years and is now in need of a candidate with strong international tax experience in US tax, looking for their next challenge. Responsibilities:- Working with a wide range of international clients, this candidate will be involved in all areas of the client's taxation and business requirements, from mainly an advisory angle. Including: Provision of proactive tax and other varied advice to a portfolio of clients, partners and colleagues Dealing with client's ad-hoc queries Managing all compliance processes from tax returns to accounts (UK and international aspects) Overseeing the preparation of tax returns and computations in the UK whilst working with overseas advisers on international compliance Requirements:- Ideally be EA/ATT/CPA qualified with US tax experience Have the ability to see a holistic view of the client's business/tax affair in order to identify and provide solutions to client's issues which can cover a wide base and include all financial matters Deliver high quality, well thought through advice that covers all financial and commercial aspect, working in conjunction with the Partner and client's other advisers Working successfully with staff and Partners to ensure that all deadlines and client expectations are met If this is the role for you, please apply with your updated CV, or email your profile summary and CV to . If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Personal Lines Insurance Adviser Location: Bridgewater (On-site) Salary: Negotiable + Benefits We've been looking after our client's personal insurance needs for over 30 years across the South West from our 10+ branches. We invest heavily in training and development of our team and as such can provide you with a career path rather than just another job. The day to day: Provide an excellent customer experience ensuring that everyone is treated in a warm, friendly and respectful manner that shows interest in their genuine needs and leaves them feeling valued as a customer. Meet and exceed personal sales and/or other relevant targets, contributing towards the team's overall service and sales objectives/KPI's. Carry out a range of administrative duties ensuring prompt and accurate completion of all administration requirements within Company standards. Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to. As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives. What's on offer: An environment focused on putting the client first with full support for professional qualifications and career development. A negotiable basic salary + bonus and all the normal benefits (Pension, Holidays etc.) Your experience: Ideally you'll have a solid grounding in looking after Personal Insurance clients covering Home, Motor, Travel requirements - alternatively a background in banking or financial services Working knowledge of insurance broking platforms (we're on Acturis) A well-rounded skill set which includes strong Communication, Negotiation, Sales and stakeholder management skills coupled with an eye for detail around paperwork Experience within the insurance market from either the broking or insurer side
Apr 18, 2024
Full time
Personal Lines Insurance Adviser Location: Bridgewater (On-site) Salary: Negotiable + Benefits We've been looking after our client's personal insurance needs for over 30 years across the South West from our 10+ branches. We invest heavily in training and development of our team and as such can provide you with a career path rather than just another job. The day to day: Provide an excellent customer experience ensuring that everyone is treated in a warm, friendly and respectful manner that shows interest in their genuine needs and leaves them feeling valued as a customer. Meet and exceed personal sales and/or other relevant targets, contributing towards the team's overall service and sales objectives/KPI's. Carry out a range of administrative duties ensuring prompt and accurate completion of all administration requirements within Company standards. Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to. As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives. What's on offer: An environment focused on putting the client first with full support for professional qualifications and career development. A negotiable basic salary + bonus and all the normal benefits (Pension, Holidays etc.) Your experience: Ideally you'll have a solid grounding in looking after Personal Insurance clients covering Home, Motor, Travel requirements - alternatively a background in banking or financial services Working knowledge of insurance broking platforms (we're on Acturis) A well-rounded skill set which includes strong Communication, Negotiation, Sales and stakeholder management skills coupled with an eye for detail around paperwork Experience within the insurance market from either the broking or insurer side
No previous experience neccessary Up to £22,000 Career progression and training Administrator Financial Services Maidenhead £19,000 - £22,000 Are you a bright, enthusiastic, and outgoing individual? Do you want to develop a career in the Financial Services? Are you an excellent communicator with great organisation skills? If so, we want to hear from you! An established brokerage is looking to add an Administrator to their Insurance Team to assist with the progression and administration of new insurance cases. Day to day, you will: Administer protection applications to acceptance stage Establish and maintain relationships with Mortgage Advisers Research protection products and place cases with providers Build your career into a full Advisor position, carrying out protection appointments and arranging policies with your own clients This job will suit somebody who: - Is friendly, outgoing and empathetic - HAs great organisation skills, is punctual and a team player - Motivated to work to targets - Educated to at least academic A level standard or equivalent- Genuinely wants to build a career Preferred Qualifications: - Relevant degree or graduate-level qualification - Some administration experience - A genuine interest in Financial Services Apply today or get in touch with Sophie Booth at Integro for more information. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.
Apr 18, 2024
Full time
No previous experience neccessary Up to £22,000 Career progression and training Administrator Financial Services Maidenhead £19,000 - £22,000 Are you a bright, enthusiastic, and outgoing individual? Do you want to develop a career in the Financial Services? Are you an excellent communicator with great organisation skills? If so, we want to hear from you! An established brokerage is looking to add an Administrator to their Insurance Team to assist with the progression and administration of new insurance cases. Day to day, you will: Administer protection applications to acceptance stage Establish and maintain relationships with Mortgage Advisers Research protection products and place cases with providers Build your career into a full Advisor position, carrying out protection appointments and arranging policies with your own clients This job will suit somebody who: - Is friendly, outgoing and empathetic - HAs great organisation skills, is punctual and a team player - Motivated to work to targets - Educated to at least academic A level standard or equivalent- Genuinely wants to build a career Preferred Qualifications: - Relevant degree or graduate-level qualification - Some administration experience - A genuine interest in Financial Services Apply today or get in touch with Sophie Booth at Integro for more information. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.
If you're interested in making a difference to people's lives, the Treasury can offer you an exciting opportunity to influence decision making that affects the whole of the UK. Working at the heart of government, we collaborate across government to promote responsible public spending and drive strong and sustainable economic growth! About the Team Resilience and Resolution Team The Resilience and Resolution Team monitors, prepares for, and mitigates risks to the stability of the financial system. We do this by ensuring the UK authorities have the tools to respond to events in the financial system, such as a bank failure or cyber-attack, in a way that protects the taxpayer and customers who rely on it for their daily banking. This is an active policy area, and the team responds to events in the financial system in real time. We work closely with the financial sector's regulators, the Bank of England and the Financial Conduct Authority, the Financial Services Compensation Scheme and with partners across Government, particularly the Cabinet Office and the security agencies. We also participate in international dialogues in the G20, G7 and EU on risks facing the global financial system to shape global policy making. Resilience Unit The Resilience Unit is responsible for improving the security and operational resilience of the finance sector to risks. Such as, hostile state activity, cyber-attacks, technological failure, and dependencies on other critical sectors. HM Treasury is the lead government department with responsibility for operational resilience, including cyber resilience of the finance sector. We work closely with the finance sector regulators, the National Cyber Security Centre, the National Protective Security Authority, and other parts of Government to understand threats, to ensure a strong regulatory framework and respond to incidents. The team works with international partners, particularly the US Treasury, the G20 and G7 to shape cyber policy in the finance sector. We are also responsible for coordinating the financial authorities' response to operational disruption of the finance sector, and when serious incidents occur in the finance sector we work at pace to manage the response. This is a very outward-facing team: we work closely with the sector's regulators, the Bank of England and the Financial Conduct Authority; and with partners across Government, particularly the Cabinet Office and the security agencies. We are also building our relationships with critical firms in the sector. About the Job In this role, you will: Own the scoping and development of an HMT-owned sector security and resilience network. The postholder will work with senior industry representatives, and other key collaborators to design, promote and deliver a novel and impactful board-level network. Commission and provide SME input into intelligence assessments from the assessment community to aid HMT's understanding of the threat to the finance sector and policy development. Work with the intelligence community to enable appropriate sharing of information as part of sector engagement. Develop and lead the Resilience Unit's firm-level engagement strategy, alongside the sector network. The postholder will use their knowledge of the Unit's priorities and of critical financial institutions to build positive relationships with industry contacts on national security and resilience. Lead on developing policy to respond to resilience risks in the sector. Working across Government you will produce comprehensive and authoritative advice and recommendations on policy interventions to mitigate risks to critical infrastructure. Effectively represent HMT views externally, such as at coordination groups with senior representatives from financial firms on national security and operational resilience. Play an active role in responding to major incidents to minimise negative impacts on the finance sector and consumers. About You You will be able to work within a team and deliver quality work in a timely manner. You will also be a great communicator both written and verbally, with the ability to build strong working relationships with key partners, both internally and externally. This is a varied and stretching role, with complex policy issues and customer relationships. It offers insight into the UK's prosperity and security objectives. There will be scope to adjust policy portfolios within the unit depending on the interests and experience of the successful candidate and business requirements. Given the growing profile of operational resilience, and the finance sector's leadership in this area, this will involve opportunities to advise senior officials and ministers. HM Treasury is proud of a diverse and inclusive work environment, committed to fairness and the promotion of equality of opportunity for all. We know that having a range of experiences, ways of working and thinking makes us a stronger organisation, better at developing policy that is reflective of the communities we serve. We embrace different views and experiences and value the fresh perspective that people from a variety of circumstances bring to the work we do. We welcome applications from candidates who have not previously worked for the Civil Service, mid- and late-career changers with transferrable skills, people from all backgrounds and circumstances regardless of disability, ethnicity, LGBT+ identity and socio-economic status. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 27% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity (e.g. women in the Treasury, ethnic minority network, LGBT network, faith and belief network) For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at
Apr 18, 2024
Full time
If you're interested in making a difference to people's lives, the Treasury can offer you an exciting opportunity to influence decision making that affects the whole of the UK. Working at the heart of government, we collaborate across government to promote responsible public spending and drive strong and sustainable economic growth! About the Team Resilience and Resolution Team The Resilience and Resolution Team monitors, prepares for, and mitigates risks to the stability of the financial system. We do this by ensuring the UK authorities have the tools to respond to events in the financial system, such as a bank failure or cyber-attack, in a way that protects the taxpayer and customers who rely on it for their daily banking. This is an active policy area, and the team responds to events in the financial system in real time. We work closely with the financial sector's regulators, the Bank of England and the Financial Conduct Authority, the Financial Services Compensation Scheme and with partners across Government, particularly the Cabinet Office and the security agencies. We also participate in international dialogues in the G20, G7 and EU on risks facing the global financial system to shape global policy making. Resilience Unit The Resilience Unit is responsible for improving the security and operational resilience of the finance sector to risks. Such as, hostile state activity, cyber-attacks, technological failure, and dependencies on other critical sectors. HM Treasury is the lead government department with responsibility for operational resilience, including cyber resilience of the finance sector. We work closely with the finance sector regulators, the National Cyber Security Centre, the National Protective Security Authority, and other parts of Government to understand threats, to ensure a strong regulatory framework and respond to incidents. The team works with international partners, particularly the US Treasury, the G20 and G7 to shape cyber policy in the finance sector. We are also responsible for coordinating the financial authorities' response to operational disruption of the finance sector, and when serious incidents occur in the finance sector we work at pace to manage the response. This is a very outward-facing team: we work closely with the sector's regulators, the Bank of England and the Financial Conduct Authority; and with partners across Government, particularly the Cabinet Office and the security agencies. We are also building our relationships with critical firms in the sector. About the Job In this role, you will: Own the scoping and development of an HMT-owned sector security and resilience network. The postholder will work with senior industry representatives, and other key collaborators to design, promote and deliver a novel and impactful board-level network. Commission and provide SME input into intelligence assessments from the assessment community to aid HMT's understanding of the threat to the finance sector and policy development. Work with the intelligence community to enable appropriate sharing of information as part of sector engagement. Develop and lead the Resilience Unit's firm-level engagement strategy, alongside the sector network. The postholder will use their knowledge of the Unit's priorities and of critical financial institutions to build positive relationships with industry contacts on national security and resilience. Lead on developing policy to respond to resilience risks in the sector. Working across Government you will produce comprehensive and authoritative advice and recommendations on policy interventions to mitigate risks to critical infrastructure. Effectively represent HMT views externally, such as at coordination groups with senior representatives from financial firms on national security and operational resilience. Play an active role in responding to major incidents to minimise negative impacts on the finance sector and consumers. About You You will be able to work within a team and deliver quality work in a timely manner. You will also be a great communicator both written and verbally, with the ability to build strong working relationships with key partners, both internally and externally. This is a varied and stretching role, with complex policy issues and customer relationships. It offers insight into the UK's prosperity and security objectives. There will be scope to adjust policy portfolios within the unit depending on the interests and experience of the successful candidate and business requirements. Given the growing profile of operational resilience, and the finance sector's leadership in this area, this will involve opportunities to advise senior officials and ministers. HM Treasury is proud of a diverse and inclusive work environment, committed to fairness and the promotion of equality of opportunity for all. We know that having a range of experiences, ways of working and thinking makes us a stronger organisation, better at developing policy that is reflective of the communities we serve. We embrace different views and experiences and value the fresh perspective that people from a variety of circumstances bring to the work we do. We welcome applications from candidates who have not previously worked for the Civil Service, mid- and late-career changers with transferrable skills, people from all backgrounds and circumstances regardless of disability, ethnicity, LGBT+ identity and socio-economic status. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 27% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity (e.g. women in the Treasury, ethnic minority network, LGBT network, faith and belief network) For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at
As policy adviser for UK Asset Resolution (UKAR), you will have the opportunity to lead on all aspects of policy work relating to UKAR, a government owned company established to wind down the closed mortgage books of Bradford & Bingley plc and Northern Rock. About the Team The Banking Assets and Resolution Strategy team is a friendly and inclusive team of 15 people, with a varied and interesting range of work within the Financial Stability Group. The team has a full and active forward agenda, with significant exposure to Ministers and senior officials. The team comprises two units - the State-Owned Banking Assets unit and the Resolution Policy Unit. About the Job The key policy objective is to resolve a number of complex legacy liabilities relating to the interventions in Northern Rock and Bradford & Bingley, to allow UKAR to be wound down in a way that delivers value for money for taxpayers. The most immediate and significant task is to develop and deliver plans for the transfer of the assets and liabilities of pension schemes for former Northern Rock and Bradford & Bingley employees to central government. Resolving its liabilities and managing the wind down of UKAR would be a significant step towards final resolution of the interventions made by the government over to protect economic and financial stability. In this role, you will: Lead the development of a clear strategy and plan for the timely resolution of the legacy liabilities associated with the Northern Rock and Bradford & Bingley interventions that still reside with UKAR. Lead on the preparation and passage of secondary legislation, directly supporting ministers in taking regulations through Parliament. Be responsible for the ongoing governance and operations of UKAR, working closely with UKGI. Lead the development of long-term planning and delivery of HM Treasury's ultimate objective of exiting the UKAR interventions in a way that achieves value for money for taxpayers. Lead the management and operation of a Steering Board to oversee the delivery and implementation of this policy objective. Provide clear advice and briefings to ministers and handle ministerial and other correspondence on issues related to UKAR. About You Our successful candidate be a confident problem solver and decision maker, with the ability to handle a full workload and ensure high quality work is delivered in a timely manner. You'll be a great collaborator, able to build relationships and work effectively with senior staff across government and external partners. Previous experience in corporate finance and/or the pensions industry would be welcome, as well as previous experience in delivering legislation, but not essential. About Us HM Treasury is proud of a diverse and inclusive work environment, committed to fairness and the promotion of equality of opportunity for all. We know that having a range of experiences, ways of working and thinking makes us a stronger organisation, better at developing policy that is reflective of the communities we serve. We embrace different views and experiences and value the fresh perspective that people from a variety of circumstances bring to the work we do. We welcome applications from candidates who have not previously worked for the Civil Service, mid- and late-career changers with transferrable skills, people from all backgrounds and circumstances regardless of disability, ethnicity, LGBT+ identity and socio-economic status. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 27% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity (e.g. women in the Treasury, ethnic minority network, LGBT network, faith and belief network) For more information about the Treasury, role, salary, benefits, who to contact and how to apply please follow the Apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at
Apr 18, 2024
Full time
As policy adviser for UK Asset Resolution (UKAR), you will have the opportunity to lead on all aspects of policy work relating to UKAR, a government owned company established to wind down the closed mortgage books of Bradford & Bingley plc and Northern Rock. About the Team The Banking Assets and Resolution Strategy team is a friendly and inclusive team of 15 people, with a varied and interesting range of work within the Financial Stability Group. The team has a full and active forward agenda, with significant exposure to Ministers and senior officials. The team comprises two units - the State-Owned Banking Assets unit and the Resolution Policy Unit. About the Job The key policy objective is to resolve a number of complex legacy liabilities relating to the interventions in Northern Rock and Bradford & Bingley, to allow UKAR to be wound down in a way that delivers value for money for taxpayers. The most immediate and significant task is to develop and deliver plans for the transfer of the assets and liabilities of pension schemes for former Northern Rock and Bradford & Bingley employees to central government. Resolving its liabilities and managing the wind down of UKAR would be a significant step towards final resolution of the interventions made by the government over to protect economic and financial stability. In this role, you will: Lead the development of a clear strategy and plan for the timely resolution of the legacy liabilities associated with the Northern Rock and Bradford & Bingley interventions that still reside with UKAR. Lead on the preparation and passage of secondary legislation, directly supporting ministers in taking regulations through Parliament. Be responsible for the ongoing governance and operations of UKAR, working closely with UKGI. Lead the development of long-term planning and delivery of HM Treasury's ultimate objective of exiting the UKAR interventions in a way that achieves value for money for taxpayers. Lead the management and operation of a Steering Board to oversee the delivery and implementation of this policy objective. Provide clear advice and briefings to ministers and handle ministerial and other correspondence on issues related to UKAR. About You Our successful candidate be a confident problem solver and decision maker, with the ability to handle a full workload and ensure high quality work is delivered in a timely manner. You'll be a great collaborator, able to build relationships and work effectively with senior staff across government and external partners. Previous experience in corporate finance and/or the pensions industry would be welcome, as well as previous experience in delivering legislation, but not essential. About Us HM Treasury is proud of a diverse and inclusive work environment, committed to fairness and the promotion of equality of opportunity for all. We know that having a range of experiences, ways of working and thinking makes us a stronger organisation, better at developing policy that is reflective of the communities we serve. We embrace different views and experiences and value the fresh perspective that people from a variety of circumstances bring to the work we do. We welcome applications from candidates who have not previously worked for the Civil Service, mid- and late-career changers with transferrable skills, people from all backgrounds and circumstances regardless of disability, ethnicity, LGBT+ identity and socio-economic status. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 27% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity (e.g. women in the Treasury, ethnic minority network, LGBT network, faith and belief network) For more information about the Treasury, role, salary, benefits, who to contact and how to apply please follow the Apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at
The Role Proactively originate Business Finance and Invoice Finance Plus opportunities from a network of professional introducers within your designated territory Build and maintain a professional network, including accountants, business advisers, brokers and corporate finance boutiques, via a strategy of frequent and quality contact Actively promote the business brand via attendance at and contribution to industry events Contribute to the growth of the company through new lending and income generation Deliver excellent customer service to prospects and introducers alike, responding to queries promptly and efficiently Demonstrate sound technical, financial analysis and credit risk skills in structuring and positioning deals across the Business Finance and Invoice Finance Plus and product suite Drive the new client acquisition process, liaising closely with the existing company finance and Invoice Finance Plus teams to ensure prompt and accurate completion of legal documentation, satisfactory completion of AML requirements and any Conditions Precedent Responsibilities Finance industry experience essential, including a detailed understanding of financial accounting, business finance, invoice finance and risk management Excellent communication and negotiating skills. Exceptional organisation and planning Act with integrity at all times Ability to work under pressure, to tight timeframes and deadlines Ambitious and driven. Collaborative with a positive, can-do attitude
Apr 18, 2024
Full time
The Role Proactively originate Business Finance and Invoice Finance Plus opportunities from a network of professional introducers within your designated territory Build and maintain a professional network, including accountants, business advisers, brokers and corporate finance boutiques, via a strategy of frequent and quality contact Actively promote the business brand via attendance at and contribution to industry events Contribute to the growth of the company through new lending and income generation Deliver excellent customer service to prospects and introducers alike, responding to queries promptly and efficiently Demonstrate sound technical, financial analysis and credit risk skills in structuring and positioning deals across the Business Finance and Invoice Finance Plus and product suite Drive the new client acquisition process, liaising closely with the existing company finance and Invoice Finance Plus teams to ensure prompt and accurate completion of legal documentation, satisfactory completion of AML requirements and any Conditions Precedent Responsibilities Finance industry experience essential, including a detailed understanding of financial accounting, business finance, invoice finance and risk management Excellent communication and negotiating skills. Exceptional organisation and planning Act with integrity at all times Ability to work under pressure, to tight timeframes and deadlines Ambitious and driven. Collaborative with a positive, can-do attitude
Senior Business Conservation Adviser - (Fixed Term) Reference : MAR Location : Hybrid Home-based/London Salary : £36,577.00 - £39,267.00 Per Annum Benefits : Pension, Life Assurance and Annual Leave Duration : 3 years This is a fixed term role for 3 years for 37.5 hours per week. The charity reserves the right to extend or make this role permanent without further advertising dependent on business needs at the end of the contract term. This is a hybrid role, predominantly home-base with approx. 1 day per week working from Openreach's offices in London. Our client is looking for someone to join them as their Senior Business Conservation Adviser and spearhead a new conservation partnership between our client and Openreach, one of the UK's biggest telecommunications companies. Our client is the UK's largest conservation charity, consistently delivering successful conservation, forging powerful partnerships with other organisations, and inspiring others to stand up and give nature the home it deserves. The charity's Business Conservation Advice Unit are at the forefront of partnering with businesses across a range of sectors, such as housing, renewables, minerals, recreation, to create nature positive outcomes, to support a better environment in which we can live and their commitment to becoming nature positive. You will be part of a growing UK team who provide specialist ecological & conservation management advice to business. What's the role about? This role provides the opportunity to work for UK's largest conservation NGO on a new business partnership with a tangible impact. It will involve analysing, planning, managing and delivering this new national strategic partnership with Openreach to the highest standards. This is your chance to shape a more sustainable future, guiding your partner in their nature-positive journey and inspiring others to follow suit, and you will lead with vision and inspiration to drive this new collaboration, with an opportunity to make a real difference. Reporting to the Head of Business Conservation Advice, you will: Design, manage and deliver the charity's Openreach partnership, involving: Support the development of the Openreach Nature Positive strategy and delivery & monitoring plan Provide a business nature counsel role Develop and collate metrics linked to strategy outcomes Support onboarding of sustainability metrics that meet incoming disclosure requirements e.g. Taskforce on Nature-related Financial Disclosures (TNFD)/Science Based Targets Network (SBTN) and others Provide enhancement advice and guidance on habitat restoration and species conservation Upskill operations staff on relevant topics Conduct surveys to record positive impact Bring in wider charity knowledge expertise where relevant Facilitate regular policy knowledge exchange Identify key stakeholders and develop an engagement and communication plan Implement communication activities, such as public engagement campaigns and citizen science projects Support advice quality assurance across the wider team of business conservation adviser Essential skills, knowledge and experience: Degree level qualification in a relevant subject or ability to show equivalent work experience Previous experience of successful partnership working, ideally between conservation and business organisations, and developing positive relationships Detailed understanding of nature conservation, sustainability and environmental issues including current wildlife and environmental legislation, policy, standards and established ecological guidance Understanding of habitat creation, maintenance, restoration, ecology and ecological mitigation and proven track record of providing ecological management advice for UK species and habitats Ability to develop and plan strategies, rapidly analyse significant quantities of information, prioritise and balance a diverse workload often to tight deadline Excellent communication skills (verbal, written and presentational) - including an ability to speak confidently and in public to a variety of audience Competent user of core MS Office programs Successful project management demonstrated by delivery of stated objectives, within budget and on time Able to prioritise effectively, take responsibility, solve problems, quality assure work to a high standard, be self-sufficient yet able to work in a team and get things done A full clean driving licence / willing and able to travel nationally, and overnight away from home as part of the job or be able to access locations without public transport. Desirable skills, knowledge and experience: Experience working in the telecommunications sector Knowledge of Nature Positive and other business drivers Knowledge of Biodiversity Net Gain Knowledge of sustainability reporting metrics such as TNFD & SBTN Use of Geographic Information Systems Closing date: 23:59, Wed, 24th Apr 2024 Our client is looking to conduct interviews for this position from WC 13th May & WC 20th May. Interested? Your application is not yet complete, to finish it you will need to follow the instructions on the employer's vacancy page. Please enter your details below and click Submit to be taken to the next stage (Your details will only be used as a way of contacting you if needed). The charity is committed to developing an inclusive and diverse workplace, in which everyone feels supported, valued, and able to be their full selves. To achieve their vision of creating a world richer in nature, the organisation needs more people, and more diverse people, on nature's side. People of colour and people with a disability are currently underrepresented across the environment, climate, sustainability, and conservation sector. If you identify as a person of colour and/or disabled, they are particularly interested in receiving your application. The organisation is an equal opportunities employer. This role is covered by the Rehabilitation of Offenders Act 1974. No agencies please.
Apr 18, 2024
Contractor
Senior Business Conservation Adviser - (Fixed Term) Reference : MAR Location : Hybrid Home-based/London Salary : £36,577.00 - £39,267.00 Per Annum Benefits : Pension, Life Assurance and Annual Leave Duration : 3 years This is a fixed term role for 3 years for 37.5 hours per week. The charity reserves the right to extend or make this role permanent without further advertising dependent on business needs at the end of the contract term. This is a hybrid role, predominantly home-base with approx. 1 day per week working from Openreach's offices in London. Our client is looking for someone to join them as their Senior Business Conservation Adviser and spearhead a new conservation partnership between our client and Openreach, one of the UK's biggest telecommunications companies. Our client is the UK's largest conservation charity, consistently delivering successful conservation, forging powerful partnerships with other organisations, and inspiring others to stand up and give nature the home it deserves. The charity's Business Conservation Advice Unit are at the forefront of partnering with businesses across a range of sectors, such as housing, renewables, minerals, recreation, to create nature positive outcomes, to support a better environment in which we can live and their commitment to becoming nature positive. You will be part of a growing UK team who provide specialist ecological & conservation management advice to business. What's the role about? This role provides the opportunity to work for UK's largest conservation NGO on a new business partnership with a tangible impact. It will involve analysing, planning, managing and delivering this new national strategic partnership with Openreach to the highest standards. This is your chance to shape a more sustainable future, guiding your partner in their nature-positive journey and inspiring others to follow suit, and you will lead with vision and inspiration to drive this new collaboration, with an opportunity to make a real difference. Reporting to the Head of Business Conservation Advice, you will: Design, manage and deliver the charity's Openreach partnership, involving: Support the development of the Openreach Nature Positive strategy and delivery & monitoring plan Provide a business nature counsel role Develop and collate metrics linked to strategy outcomes Support onboarding of sustainability metrics that meet incoming disclosure requirements e.g. Taskforce on Nature-related Financial Disclosures (TNFD)/Science Based Targets Network (SBTN) and others Provide enhancement advice and guidance on habitat restoration and species conservation Upskill operations staff on relevant topics Conduct surveys to record positive impact Bring in wider charity knowledge expertise where relevant Facilitate regular policy knowledge exchange Identify key stakeholders and develop an engagement and communication plan Implement communication activities, such as public engagement campaigns and citizen science projects Support advice quality assurance across the wider team of business conservation adviser Essential skills, knowledge and experience: Degree level qualification in a relevant subject or ability to show equivalent work experience Previous experience of successful partnership working, ideally between conservation and business organisations, and developing positive relationships Detailed understanding of nature conservation, sustainability and environmental issues including current wildlife and environmental legislation, policy, standards and established ecological guidance Understanding of habitat creation, maintenance, restoration, ecology and ecological mitigation and proven track record of providing ecological management advice for UK species and habitats Ability to develop and plan strategies, rapidly analyse significant quantities of information, prioritise and balance a diverse workload often to tight deadline Excellent communication skills (verbal, written and presentational) - including an ability to speak confidently and in public to a variety of audience Competent user of core MS Office programs Successful project management demonstrated by delivery of stated objectives, within budget and on time Able to prioritise effectively, take responsibility, solve problems, quality assure work to a high standard, be self-sufficient yet able to work in a team and get things done A full clean driving licence / willing and able to travel nationally, and overnight away from home as part of the job or be able to access locations without public transport. Desirable skills, knowledge and experience: Experience working in the telecommunications sector Knowledge of Nature Positive and other business drivers Knowledge of Biodiversity Net Gain Knowledge of sustainability reporting metrics such as TNFD & SBTN Use of Geographic Information Systems Closing date: 23:59, Wed, 24th Apr 2024 Our client is looking to conduct interviews for this position from WC 13th May & WC 20th May. Interested? Your application is not yet complete, to finish it you will need to follow the instructions on the employer's vacancy page. Please enter your details below and click Submit to be taken to the next stage (Your details will only be used as a way of contacting you if needed). The charity is committed to developing an inclusive and diverse workplace, in which everyone feels supported, valued, and able to be their full selves. To achieve their vision of creating a world richer in nature, the organisation needs more people, and more diverse people, on nature's side. People of colour and people with a disability are currently underrepresented across the environment, climate, sustainability, and conservation sector. If you identify as a person of colour and/or disabled, they are particularly interested in receiving your application. The organisation is an equal opportunities employer. This role is covered by the Rehabilitation of Offenders Act 1974. No agencies please.
Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client. As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be 23,500 per annum. Initially one year contract possibly going on to permenant. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorisation approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills / competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths / English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Apr 18, 2024
Contractor
Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client. As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be 23,500 per annum. Initially one year contract possibly going on to permenant. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorisation approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills / competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths / English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 30,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Apr 18, 2024
Full time
Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 30,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
TEMPLEGATE RECRUITMENT
Jesmond, Newcastle Upon Tyne
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : IFA Administrator Location : Newcastle Upon Tyne Salary : 25,000 Upwards Benefits : 21 days holidays Health Care Plan Group DIS Pension Auto Enrolment Office Based About the Company : Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given. Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process. Key Responsibilities : Manage, monitor, and follow up on business submissions until case completion. Develop and maintain in-depth knowledge of top 5 platforms/providers. Utilize and enhance proficiency with Intellifo (back-office system). Prepare meeting packs and portfolio reports for client meetings. Regularly update Directors & Advisers on client business. Proactively question team procedures and explore alternative options. Maintain awareness of compliance procedures and product features. Supervise and manage new case submissions to paraplanning, ensuring completeness. Collaborate with Advisers to resolve complex case queries. Communicate with Business Operations Managers to address issues and share information. Process and manage Letters of Authority, collecting and adding information to Intelliflo. Coordinate with Paraplanners on upcoming client reports. Prepare and package Suitability Reports for client meetings. Handle post/emails from clients and providers proactively. Provide timely updates to advisers on pending cases. Collaborate with colleagues to answer calls and welcome clients to the office. Requirements : Clear understanding of the financial planning process. Ability to produce professional work to support the advice process. Capacity to work within defined business processes. Good knowledge of investments and pension advice. Apply today to be considered for this 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. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.
Apr 18, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : IFA Administrator Location : Newcastle Upon Tyne Salary : 25,000 Upwards Benefits : 21 days holidays Health Care Plan Group DIS Pension Auto Enrolment Office Based About the Company : Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given. Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process. Key Responsibilities : Manage, monitor, and follow up on business submissions until case completion. Develop and maintain in-depth knowledge of top 5 platforms/providers. Utilize and enhance proficiency with Intellifo (back-office system). Prepare meeting packs and portfolio reports for client meetings. Regularly update Directors & Advisers on client business. Proactively question team procedures and explore alternative options. Maintain awareness of compliance procedures and product features. Supervise and manage new case submissions to paraplanning, ensuring completeness. Collaborate with Advisers to resolve complex case queries. Communicate with Business Operations Managers to address issues and share information. Process and manage Letters of Authority, collecting and adding information to Intelliflo. Coordinate with Paraplanners on upcoming client reports. Prepare and package Suitability Reports for client meetings. Handle post/emails from clients and providers proactively. Provide timely updates to advisers on pending cases. Collaborate with colleagues to answer calls and welcome clients to the office. Requirements : Clear understanding of the financial planning process. Ability to produce professional work to support the advice process. Capacity to work within defined business processes. Good knowledge of investments and pension advice. Apply today to be considered for this 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. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.
Location: London, Potters Bar, Bristol or Isle of Man (Hybrid working options available) The Senior Campaign Executive may lead the delivery of small to medium campaigns or assist with large and complex campaigns running across multiple channels to time, budget and quality. Responsible for all campaign stages from brief and ideation to execution and delivery, campaigns will be highly relevant and targeted to clearly communicate the benefits of our products and services, differentiating Canada Life from the competition. Responsible for production of on and offline campaigns to support marketing plans, including customer literature, sales aids, online content, webinars, advertising and social media. This role will specialise in one of the following audiences: Insurance - Corporate Wealth - Strategic Partners Insurance/Wealth - Individual Key Accountabilities Create, schedule, deploy and promote high quality product literature, sales material, web content, content for webinars, events, social media, and other purposes, drawing on internal and external creative and technical resources where appropriate Develop medium to large advertising and marketing campaigns from brief through to delivery, on and offline, across multiple channels (eg media advertising, email, direct mail, social media, paid search) to time, quality and budget Lead the end to end delivery of small and medium campaign activity. Ensure that all marketing collateral and literature developed on and offline is approved by relevant stakeholders, adheres to brand guidelines. Ensure all newly developed documents are correctly tagged and the website shows the correct documents. Work closely with stakeholders as required (such as wider Marketing team, Sales, Proposition and Compliance) and external partners where applicable eg. PR agency Undertake reviews of marketing activity using analysis and MI reporting, including Google Analytics, email MI and other ad hoc reporting to establish campaign effectiveness, key learnings and pursue a culture of continual improvement. Accountabilities This is a creative role but one where co-ordinating and organising work working to an agreed plan is critical Day to day activity involves developing and refining marketing activity that achieves defined business objectives or outcomes within an agreed budget and timescale. Tactical decisions will be made independently on a daily basis within agreed campaign parameters, but decisions involving prioritisation, spend or the deployment of resource would be supported by project or people leaders. Supervision would be ad hoc based on individual projects and in weekly update meetings The activity managed by the roleholder will contribute to overall sales success and revenue in the Wealth/Insurance division via lead generation, sales conversion support, web traffic, and brand engagement. The role holder's responsibilities are reasonably varied and require excellent organisational and stakeholder management skills All round ability is required, including creativity, organisation, numerical and analytical skills, and excellent influencing and communication skills A key part of the role holder's role will be encouraging input, comments and sign-off from busy stakeholders around the business, up to senior executive level in some cases. They will need to be persistent and firm to achieve results, whilst maintaining warm, professional relationships Desired Knowledge / Experience / Skills Practical experience in a marketing communications role is necessary, for example: Experience of leading the end to end delivery of marketing campaigns The interpretation of data and marketing analytics tools Basic knowledge of digital marketing methods - including email campaigns, content marketing, social media, and online advertising Experience of working with agencies and other providers of marketing services Hands-on experience of marketing systems such as CMS, google analytics, marketing automation and email software Knowledge of intermediated distribution is desirable. A background in financial services is also desirable, and for the 'Wealth' role, demonstrable experience across adviser platforms, on and offshore bonds, estate planning, and ideally asset / fund management. For the insurance roles, demonstrable experience across Group Protection (employee life insurance schemes), Individual Protection, equity release or annuities.
Apr 18, 2024
Full time
Location: London, Potters Bar, Bristol or Isle of Man (Hybrid working options available) The Senior Campaign Executive may lead the delivery of small to medium campaigns or assist with large and complex campaigns running across multiple channels to time, budget and quality. Responsible for all campaign stages from brief and ideation to execution and delivery, campaigns will be highly relevant and targeted to clearly communicate the benefits of our products and services, differentiating Canada Life from the competition. Responsible for production of on and offline campaigns to support marketing plans, including customer literature, sales aids, online content, webinars, advertising and social media. This role will specialise in one of the following audiences: Insurance - Corporate Wealth - Strategic Partners Insurance/Wealth - Individual Key Accountabilities Create, schedule, deploy and promote high quality product literature, sales material, web content, content for webinars, events, social media, and other purposes, drawing on internal and external creative and technical resources where appropriate Develop medium to large advertising and marketing campaigns from brief through to delivery, on and offline, across multiple channels (eg media advertising, email, direct mail, social media, paid search) to time, quality and budget Lead the end to end delivery of small and medium campaign activity. Ensure that all marketing collateral and literature developed on and offline is approved by relevant stakeholders, adheres to brand guidelines. Ensure all newly developed documents are correctly tagged and the website shows the correct documents. Work closely with stakeholders as required (such as wider Marketing team, Sales, Proposition and Compliance) and external partners where applicable eg. PR agency Undertake reviews of marketing activity using analysis and MI reporting, including Google Analytics, email MI and other ad hoc reporting to establish campaign effectiveness, key learnings and pursue a culture of continual improvement. Accountabilities This is a creative role but one where co-ordinating and organising work working to an agreed plan is critical Day to day activity involves developing and refining marketing activity that achieves defined business objectives or outcomes within an agreed budget and timescale. Tactical decisions will be made independently on a daily basis within agreed campaign parameters, but decisions involving prioritisation, spend or the deployment of resource would be supported by project or people leaders. Supervision would be ad hoc based on individual projects and in weekly update meetings The activity managed by the roleholder will contribute to overall sales success and revenue in the Wealth/Insurance division via lead generation, sales conversion support, web traffic, and brand engagement. The role holder's responsibilities are reasonably varied and require excellent organisational and stakeholder management skills All round ability is required, including creativity, organisation, numerical and analytical skills, and excellent influencing and communication skills A key part of the role holder's role will be encouraging input, comments and sign-off from busy stakeholders around the business, up to senior executive level in some cases. They will need to be persistent and firm to achieve results, whilst maintaining warm, professional relationships Desired Knowledge / Experience / Skills Practical experience in a marketing communications role is necessary, for example: Experience of leading the end to end delivery of marketing campaigns The interpretation of data and marketing analytics tools Basic knowledge of digital marketing methods - including email campaigns, content marketing, social media, and online advertising Experience of working with agencies and other providers of marketing services Hands-on experience of marketing systems such as CMS, google analytics, marketing automation and email software Knowledge of intermediated distribution is desirable. A background in financial services is also desirable, and for the 'Wealth' role, demonstrable experience across adviser platforms, on and offshore bonds, estate planning, and ideally asset / fund management. For the insurance roles, demonstrable experience across Group Protection (employee life insurance schemes), Individual Protection, equity release or annuities.
Job Title: Pensions Platform Administrator Location: Bristol - Hydrid Salary/Rate: £140 - £160 a day Inside IR35 Start Date: 13/05/24 Job Type: Contract Company Introduction You will be working for a specialist financial services change management advisory and implementation firm, who are currently working with a boutique pensions organisation who are looking for a new Pensions Platform Administrator to join the organisation. Job Responsibilities/Objectives 1. Platform Release Support Impact - Assessing new platform functionality, understanding where it fits with the business needs. overseeing UAT/QA, communicating the change to the business and ensuring the functionality is fully utilised. 2. Issue Resolution and RCA - Support with the resolution of platofrm issues and provide comms out to the business where needed and complete the root cause analysis for platform complaints, issues and breaches. 3. Platform Administration Support - To support the day to day running of the platform by; managing the queries that come from the platform provider for exception cases, resetting client passwords including forgotten memorable details. (until the IC solution is in place) and ensuring orphaned investors are identified and reallocated or provided with options to move them off the atomos instance of Hubwise 4. Process and control governance - Responsible for maintaining the process and control documentation for relevant procedures. Support the improvement of processes within the platform operation function. 5. New Business Transfers - Support the AUM being submitted on the platform by ensuring queries from Hubwise are picked up and processed in a timely manner (eg NINO mismatch). Where required, reach out the relevant business support and adviser if information needs to be clarified or systems need to be updated (eg different one held with external provider). If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Apr 18, 2024
Contractor
Job Title: Pensions Platform Administrator Location: Bristol - Hydrid Salary/Rate: £140 - £160 a day Inside IR35 Start Date: 13/05/24 Job Type: Contract Company Introduction You will be working for a specialist financial services change management advisory and implementation firm, who are currently working with a boutique pensions organisation who are looking for a new Pensions Platform Administrator to join the organisation. Job Responsibilities/Objectives 1. Platform Release Support Impact - Assessing new platform functionality, understanding where it fits with the business needs. overseeing UAT/QA, communicating the change to the business and ensuring the functionality is fully utilised. 2. Issue Resolution and RCA - Support with the resolution of platofrm issues and provide comms out to the business where needed and complete the root cause analysis for platform complaints, issues and breaches. 3. Platform Administration Support - To support the day to day running of the platform by; managing the queries that come from the platform provider for exception cases, resetting client passwords including forgotten memorable details. (until the IC solution is in place) and ensuring orphaned investors are identified and reallocated or provided with options to move them off the atomos instance of Hubwise 4. Process and control governance - Responsible for maintaining the process and control documentation for relevant procedures. Support the improvement of processes within the platform operation function. 5. New Business Transfers - Support the AUM being submitted on the platform by ensuring queries from Hubwise are picked up and processed in a timely manner (eg NINO mismatch). Where required, reach out the relevant business support and adviser if information needs to be clarified or systems need to be updated (eg different one held with external provider). If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format. Disclaimer Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies. Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Position: IFA Administrator Location: Ilkley Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection. Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy. The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time. The work that you will be learning and completing will include: Prepare client files for appointments and review meetings. Sending out authority forms to providers to obtain policy information. Liaising with providers to obtain plan information. Producing plan information updates Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork. Processing new business and following through to completion. Valuations request Liaising with clients and providers for an array of reasons. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel). Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care. Input and maintain accurate client records. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales. Scan documents and correspondence to back-office systems. Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly. Maintain a diary/reminder system for chasing outstanding information and daily tasks. Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors. Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents). Meet and greet clients and make drinks for their meetings. To apply please send your CV to Stuart at Reward Recruitment or contact him directly on
Apr 18, 2024
Full time
Position: IFA Administrator Location: Ilkley Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection. Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy. The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time. The work that you will be learning and completing will include: Prepare client files for appointments and review meetings. Sending out authority forms to providers to obtain policy information. Liaising with providers to obtain plan information. Producing plan information updates Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork. Processing new business and following through to completion. Valuations request Liaising with clients and providers for an array of reasons. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel). Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care. Input and maintain accurate client records. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales. Scan documents and correspondence to back-office systems. Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly. Maintain a diary/reminder system for chasing outstanding information and daily tasks. Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors. Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents). Meet and greet clients and make drinks for their meetings. To apply please send your CV to Stuart at Reward Recruitment or contact him directly on
Ernest Gordon Recruitment Limited
Bourne End, Buckinghamshire
IFA Administrator (Study Support / 9-5) 40,000 - 50,000 + 32 Days Holiday + Stable Company + 5% Matched Pension + Study Support Bourne End Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Support, work balance and a great working environment? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are going through a period of organic growth and are looking for a Paraplanner to bolster their team. Your role will involve supporting the advisers with their admin requirements. You will build relationships with stakeholders, complete suitability reports, make trades and complete all ad hoc admin. This role would suit an IFA Admin looking for a Paraplanner role in a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff. The Role Collating client information Undertaking research Producing client illustrations Writing suitability reports Monday to Friday 9am-5pm with a 4:30pm finish on a Friday The Person Financial Services experience Level 4 part qualified as a minimum Looking for a Paraplanner role Reference Number:11163 Key words: Admin, finance, consultant, clients, planning. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Apr 18, 2024
Full time
IFA Administrator (Study Support / 9-5) 40,000 - 50,000 + 32 Days Holiday + Stable Company + 5% Matched Pension + Study Support Bourne End Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Support, work balance and a great working environment? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are going through a period of organic growth and are looking for a Paraplanner to bolster their team. Your role will involve supporting the advisers with their admin requirements. You will build relationships with stakeholders, complete suitability reports, make trades and complete all ad hoc admin. This role would suit an IFA Admin looking for a Paraplanner role in a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff. The Role Collating client information Undertaking research Producing client illustrations Writing suitability reports Monday to Friday 9am-5pm with a 4:30pm finish on a Friday The Person Financial Services experience Level 4 part qualified as a minimum Looking for a Paraplanner role Reference Number:11163 Key words: Admin, finance, consultant, clients, planning. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Proposition Manager - Mortgages, protection, GI, wealth 3 month initial contract On site twice a month (Hybrid working) £500 - £550/day (Inside IR35) Working with the Partnerships & Propositions team, Partnership Services and wider Teams, the Proposition Delivery Partner's primary role is to deliver the timely and efficient execution of new solutions, support the Business' wider strategic objectives. This includes the development of partially developed concepts through to delivery and undertaking regular review of existing propositions to ensure solutions on offer still meet adviser needs and strategic objectives. Responsibilities: Execute design, build and delivery of solutions to market. To support proposition concept design & build provide evidence-driven insight (market intelligence, internal stakeholder feedback and adviser testing). Co-ordinate propositional activity with Distribution and Marketing Teams to ensure effective deployment of Take-to-Market Strategies for propositions. Drive the delivery of key proposition projects and initiatives in line with the propositional roadmap and company strategic objectives. Ensure market and competitor trends along with adviser feedback is central to proposition definition and development. Work with teams to identify strategic partnerships to support propositional design & delivery. Work with relevant SME's to ensure relevant stakeholder engagement supporting propositional design & build. Candidates will need the following to be considered for the position: Strong financial services industry insight and knowledge, including understanding of some or all sectors (Mortgage, Protection, General Insurance and Wealth) Understanding of competitor proposition landscape Understanding of market trends and dynamics. Background in propositional development Strong prioritisation skills Excellent communication skills, both written and verbal Ability to analyse and interpret reports and complex challenging data Ability to work under pressure and manage multi-tasks/issues simultaneously in a high-pressured environment Strong stakeholder management skills including negotiating and influencing skills at all levels and with third parties Highly commercially minded with a strategic approach Please apply if this is the position for you.
Apr 18, 2024
Contractor
Proposition Manager - Mortgages, protection, GI, wealth 3 month initial contract On site twice a month (Hybrid working) £500 - £550/day (Inside IR35) Working with the Partnerships & Propositions team, Partnership Services and wider Teams, the Proposition Delivery Partner's primary role is to deliver the timely and efficient execution of new solutions, support the Business' wider strategic objectives. This includes the development of partially developed concepts through to delivery and undertaking regular review of existing propositions to ensure solutions on offer still meet adviser needs and strategic objectives. Responsibilities: Execute design, build and delivery of solutions to market. To support proposition concept design & build provide evidence-driven insight (market intelligence, internal stakeholder feedback and adviser testing). Co-ordinate propositional activity with Distribution and Marketing Teams to ensure effective deployment of Take-to-Market Strategies for propositions. Drive the delivery of key proposition projects and initiatives in line with the propositional roadmap and company strategic objectives. Ensure market and competitor trends along with adviser feedback is central to proposition definition and development. Work with teams to identify strategic partnerships to support propositional design & delivery. Work with relevant SME's to ensure relevant stakeholder engagement supporting propositional design & build. Candidates will need the following to be considered for the position: Strong financial services industry insight and knowledge, including understanding of some or all sectors (Mortgage, Protection, General Insurance and Wealth) Understanding of competitor proposition landscape Understanding of market trends and dynamics. Background in propositional development Strong prioritisation skills Excellent communication skills, both written and verbal Ability to analyse and interpret reports and complex challenging data Ability to work under pressure and manage multi-tasks/issues simultaneously in a high-pressured environment Strong stakeholder management skills including negotiating and influencing skills at all levels and with third parties Highly commercially minded with a strategic approach Please apply if this is the position for you.
Personal Lines Insurance Adviser Location: Somerton Salary: Negotiable Overview Higos Insurance Services (part of Brown & Brown Europe) are currently looking for a Personal Lines Insurance Adviser to join the successful and experienced team based out of the Somerton Somerset Head Office location. Higos prides itself on being a market leading regional broker with a strong reputation of service gathered from over 30 years' and operating from multiple office locations across the South West. The Personal Lines Insurance Adviser is central to the local region and alongside the team will deal with all sizes including more technical personal insurances. Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs. The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements. This is a long term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly and happy environment this position will suit you. The day to day : Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI's Ensure you carry out thorough pre renewal reviews and with your clients annually. Conduct a full market review for your client and offer the most suitable policy and product. Invite all Personal Lines polices within good time, in line with our Higos operational guidance of 21 days prior to the renewal date. Ensure polices are renewed, on or before the renewal date. Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to. Manage and prioritise your Tasks are kept up to date and not overdue Identify and discuss with your clients cross sell opportunities Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time. Adherence to our Training & Competency scheme and pass audits. Keep Up to date with Continuous Professional Development Plan (CPD) As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives. What's on offer: Negotiable basic salary + bonus Wide range of additional addon benefits and discounts (Pension, Holiday etc) Your experience: Knowledge of Personal Lines Insurance covering either Motor and or Household risks Insurance experience of handling new enquiries, renewals and mid-term adjustments Good knowledge of the Personal Lines Market place Ability to identify the best policy to meet clients' needs Ability to take responsibility for own performance Strong verbal and written communication
Apr 18, 2024
Full time
Personal Lines Insurance Adviser Location: Somerton Salary: Negotiable Overview Higos Insurance Services (part of Brown & Brown Europe) are currently looking for a Personal Lines Insurance Adviser to join the successful and experienced team based out of the Somerton Somerset Head Office location. Higos prides itself on being a market leading regional broker with a strong reputation of service gathered from over 30 years' and operating from multiple office locations across the South West. The Personal Lines Insurance Adviser is central to the local region and alongside the team will deal with all sizes including more technical personal insurances. Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs. The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements. This is a long term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly and happy environment this position will suit you. The day to day : Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI's Ensure you carry out thorough pre renewal reviews and with your clients annually. Conduct a full market review for your client and offer the most suitable policy and product. Invite all Personal Lines polices within good time, in line with our Higos operational guidance of 21 days prior to the renewal date. Ensure polices are renewed, on or before the renewal date. Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to. Manage and prioritise your Tasks are kept up to date and not overdue Identify and discuss with your clients cross sell opportunities Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time. Adherence to our Training & Competency scheme and pass audits. Keep Up to date with Continuous Professional Development Plan (CPD) As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives. What's on offer: Negotiable basic salary + bonus Wide range of additional addon benefits and discounts (Pension, Holiday etc) Your experience: Knowledge of Personal Lines Insurance covering either Motor and or Household risks Insurance experience of handling new enquiries, renewals and mid-term adjustments Good knowledge of the Personal Lines Market place Ability to identify the best policy to meet clients' needs Ability to take responsibility for own performance Strong verbal and written communication
Seeking a part time Administrator, flexibility with hours. Delighted to be partnering with an independent financial advisor's firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously. My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 - 24 hours. More about the role: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries. Key Responsibilities: Liasing with product providers to obtain and update client information. Updating and maintaining client records Preparation of Client reports and valuations Handling the administration of client pension, investment, and protection products Other ad-hoc administrative duties as and when required. More about you: Good organisational skills are essential. Strong accuracy skills with a keen eye for detail Working knowledge of Word and Excel Being able to work both independently and as part of a team. Good telephone manner Some benefits to mention: 25 days pro-rata annual leave plus bank holiday uplift 5% Company Pension Contribution Simply Health Medical Cash Plan Flexible days and hours can be accommodated for the right candidate. Friendly working environment Off road car parking
Apr 18, 2024
Full time
Seeking a part time Administrator, flexibility with hours. Delighted to be partnering with an independent financial advisor's firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously. My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 - 24 hours. More about the role: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries. Key Responsibilities: Liasing with product providers to obtain and update client information. Updating and maintaining client records Preparation of Client reports and valuations Handling the administration of client pension, investment, and protection products Other ad-hoc administrative duties as and when required. More about you: Good organisational skills are essential. Strong accuracy skills with a keen eye for detail Working knowledge of Word and Excel Being able to work both independently and as part of a team. Good telephone manner Some benefits to mention: 25 days pro-rata annual leave plus bank holiday uplift 5% Company Pension Contribution Simply Health Medical Cash Plan Flexible days and hours can be accommodated for the right candidate. Friendly working environment Off road car parking
Why You Should Join Us For over two centuries, Molson Coors has been bringing people together over a cold beer, but today, our modern portfolio of award-winning brands extends beyond beer to meet the evolving tastes and preferences of our consumers. With a presence in over 100 countries and a team of 16,000 talented employees globally, we take pride in our traditions, brands and the role we play in uniting people to celebrate all life's moments. As one of the world's leading beverage companies, we are passionate about promoting responsible drinking and creating a sustainable future. In addition to popular favourites like Coors, Carling and Doom Bar, our beverage portfolio includes Aspall, Rekorderlig, Staropramen, Madrí Excepcional and Blue Moon. We also have an expanding and evolving premium spirits range that include Black Cow Vodka, Bandero Tequila and Tarquins Gin. As a People First organisation, we're happy to discuss flexible working options. Your Purpose We're now looking to recruit a Pension Analyst to join our brilliant Reward Team. The role will provide support to the Pensions Manager UK&I in relation to all aspects of the Company's Defined Benefit (DB) and Defined Contribution (DC) pension arrangements including supporting the trustee board and their Committees to ensure they operate effectively and meet all governance and regulatory requirements. Key Responsibilities Provide operational support to the DB trustee board and its Committees Maintain, update and develop pension plan online document library/archive and electronic meeting paper management to ensure it remains up to date with all plan documentation. Support on all aspects of operational governance including monitoring of plan's risk register, annual business plan, conflicts policy/conflicts log, group life insurance policy, business as usual guide To own, review and process all invoices to ensure timely payment to include payment of advisers'/suppliers' professional fees, investment transactions in relation to drawdown and disinvestment administration including monthly plan cashflow rebalancing Liaise with third party administrator to monitor ongoing work and project delivery (including involvement in the production of the DB plan's Annual Report and Accounts to ensure statutory and regulatory compliance) . Review and control the administrative quality at both member and pension plan level through regular service delivery meetings, quarterly reports and identify and escalate issues to Pensions Manager Provide support to the Pensions Manager as required in relation to regular and adhoc DB projects including the process to select and appoint Member Nominated Directors (MNDs), carry out Trustee Effectiveness reviews Assist in the delivery of projects to promote high levels of employee understanding and engagement around the DC pension provision including taking part in roadshows, presentations and one-to-one meetings with members. Act as a point of reference on pensions matters for the business (HR, finance and employees etc) About You You may not meet all the criteria for the role, but don't let that stop you from applying. We all need to learn and develop and we can help you do this here at Molson Coors. Excellent knowledge of DB and DC pension arrangements and pensions legislation/regulatory framework. Experience of relationship management with internal and external stakeholders and ability to deal with employees at all levels as well as Trustees and management. Strong financial acumen Ability to provide project management support Preferred: Experience of supporting the management of trust based schemes. Investment / cashflow administration About Us We're one of the UK's Most Attractive Employers winning the Top Employer award for the last 11 years Flexible work programmes to ensure a work life balance is maintained such as our market leading Moments That Matter for significant moments in your life. Commitment to the physical and mental wellbeing of all our people. We are proud to have been awarded Gold in Mind's Workplace Wellbeing Awards. We're committed to raising industry standards and leaving a positive imprint on our employees, consumers, communities and the environment which is reflected in Our Beer Print and our 2025 sustainability targets. Molson Coors Beverage Company: Building Careers Molson Coors Beverage Company is an Equal Opportunity Employer, and we seek diversity. We want to continue to create an environment where our people are truly able to be themselves at work, regardless of their gender, ethnicity, sexual orientation or religion. We want people to be able to bring their own creativity and style to work, so that we get diversity in our thinking across our organisation, as we believe that we are a better business for it. This makes our talent strategy simple - we want the best talent in all our roles, regardless of their background. We take pride in celebrating our unique brew and our people are our greatest asset. If you require any additional assistance or adjustments in advance of, or during the application and/or hiring process, please make us aware of this - we want you to succeed and will be happy to support you.
Apr 18, 2024
Full time
Why You Should Join Us For over two centuries, Molson Coors has been bringing people together over a cold beer, but today, our modern portfolio of award-winning brands extends beyond beer to meet the evolving tastes and preferences of our consumers. With a presence in over 100 countries and a team of 16,000 talented employees globally, we take pride in our traditions, brands and the role we play in uniting people to celebrate all life's moments. As one of the world's leading beverage companies, we are passionate about promoting responsible drinking and creating a sustainable future. In addition to popular favourites like Coors, Carling and Doom Bar, our beverage portfolio includes Aspall, Rekorderlig, Staropramen, Madrí Excepcional and Blue Moon. We also have an expanding and evolving premium spirits range that include Black Cow Vodka, Bandero Tequila and Tarquins Gin. As a People First organisation, we're happy to discuss flexible working options. Your Purpose We're now looking to recruit a Pension Analyst to join our brilliant Reward Team. The role will provide support to the Pensions Manager UK&I in relation to all aspects of the Company's Defined Benefit (DB) and Defined Contribution (DC) pension arrangements including supporting the trustee board and their Committees to ensure they operate effectively and meet all governance and regulatory requirements. Key Responsibilities Provide operational support to the DB trustee board and its Committees Maintain, update and develop pension plan online document library/archive and electronic meeting paper management to ensure it remains up to date with all plan documentation. Support on all aspects of operational governance including monitoring of plan's risk register, annual business plan, conflicts policy/conflicts log, group life insurance policy, business as usual guide To own, review and process all invoices to ensure timely payment to include payment of advisers'/suppliers' professional fees, investment transactions in relation to drawdown and disinvestment administration including monthly plan cashflow rebalancing Liaise with third party administrator to monitor ongoing work and project delivery (including involvement in the production of the DB plan's Annual Report and Accounts to ensure statutory and regulatory compliance) . Review and control the administrative quality at both member and pension plan level through regular service delivery meetings, quarterly reports and identify and escalate issues to Pensions Manager Provide support to the Pensions Manager as required in relation to regular and adhoc DB projects including the process to select and appoint Member Nominated Directors (MNDs), carry out Trustee Effectiveness reviews Assist in the delivery of projects to promote high levels of employee understanding and engagement around the DC pension provision including taking part in roadshows, presentations and one-to-one meetings with members. Act as a point of reference on pensions matters for the business (HR, finance and employees etc) About You You may not meet all the criteria for the role, but don't let that stop you from applying. We all need to learn and develop and we can help you do this here at Molson Coors. Excellent knowledge of DB and DC pension arrangements and pensions legislation/regulatory framework. Experience of relationship management with internal and external stakeholders and ability to deal with employees at all levels as well as Trustees and management. Strong financial acumen Ability to provide project management support Preferred: Experience of supporting the management of trust based schemes. Investment / cashflow administration About Us We're one of the UK's Most Attractive Employers winning the Top Employer award for the last 11 years Flexible work programmes to ensure a work life balance is maintained such as our market leading Moments That Matter for significant moments in your life. Commitment to the physical and mental wellbeing of all our people. We are proud to have been awarded Gold in Mind's Workplace Wellbeing Awards. We're committed to raising industry standards and leaving a positive imprint on our employees, consumers, communities and the environment which is reflected in Our Beer Print and our 2025 sustainability targets. Molson Coors Beverage Company: Building Careers Molson Coors Beverage Company is an Equal Opportunity Employer, and we seek diversity. We want to continue to create an environment where our people are truly able to be themselves at work, regardless of their gender, ethnicity, sexual orientation or religion. We want people to be able to bring their own creativity and style to work, so that we get diversity in our thinking across our organisation, as we believe that we are a better business for it. This makes our talent strategy simple - we want the best talent in all our roles, regardless of their background. We take pride in celebrating our unique brew and our people are our greatest asset. If you require any additional assistance or adjustments in advance of, or during the application and/or hiring process, please make us aware of this - we want you to succeed and will be happy to support you.