http://jobs.ftadviser.com/corporate-ifas.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5JohnstonGreer have been retained by a market leading national wealth management brand, who are looking for a greatly experienced and highly successful IFA to join their ranks as a senior financial planner. The company has a strong reputation built on experience and quality of advice having switched to a new fee based model, and by training their financial consultants to diploma level and beyond. They are a modern and dynamic organization, driven forward by recent acquisitions and continued expansion. The company needs an experienced IFA with strong knowledge across the full range of pensions, investment and protection business to join their existing team specifically to service and develop a large developed clients bank. You will benefit from and in house sales support team, and a team of paraplanners will provide technical expertise, allowing you to focus on servicing individual and corporate client base, whilst developing further income through professional connections, existing clients or any other source. The successful candidate will be qualified to FPC/CeFA level as a minimum, and have experience working as an IFA or financial planning manager. The package on offer ranges from £60,000 to £80,000 depending on experience, and higher basic can be negotiated. Furthermore there is a flexible benefits package and car allowance, and a generous bonus structure where you will earn a six figure overall income. Please call Chris Connelly on 0141 202 3100 or email your details to chris.connelly@johnstongreer.co.uk. Chris Connelly has over 8 years experience working in the financial services and recruitment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62007Tue, 8 Jun 2010 18:49:06 GMTThis brand name product provider has a fast expanding team of telephone based Broker Consultants responsible for promoting the full range of the company’s pension and investment products to the IFA distribution channel. The team continues to grow and they require 2 additional Account Managers responsible for new business development from existing IFA connections whilst creating and building relationships with new introducers. Applications are welcome from any candidate with Life & Pension sales or support experience who is interested in developing their career further within this vibrant environment. Salary is £18,000 to £24,000 plus a full range of corporate benefits, with excellent bonus potential. Candidates will be at least part FPC/CFP qualified and have excellent enthusiasm and communication skills for this very sales focussed position. Please call Chris Connelly on 0141 202 3100 or email chris.connelly@johnstongreer.co.uk. Chris Connelly has over 8 years financial services and recruitment industry experience. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62008Tue, 8 Jun 2010 18:53:16 GMTJohnstonGreer have been retained by a well regarded national IFA firm who require a further independent financial advisor to join their team in Scotland. The company has a strong brand and is involved in all areas of financial planning from private client to EB, and is expanding due to further acquisitions of regional IFA firms across Scotland. Part of a larger group they have strength in depth, and performed well even throughout the recent financial downturn. The company need an experienced financial consultant with strong knowledge across the full range of pensions, investment and protection business to join their existing team. You will benefit from full sales support, and a team of paraplanners will provide technical expertise, allowing you to focus on generating business from their extensive client bank and your existing client base. The successful candidate will be qualified to FPC/CeFA level as a minimum, and have experience working as an IFA or financial planning manager. The package on offer ranges from £35,000 to £45,000 depending on experience, and higher basic can be negotiated. Furthermore there is a flexible benefits package and car allowance, and a generous bonus structure where you will earn 40% on all business written over threshold. Please call Chris Connelly on 0141 202 3100 or email your details to chris.connelly@johnstongreer.co.uk. Chris Connelly has over 8 years experience working in the financial services and recruitment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62009Tue, 8 Jun 2010 18:55:09 GMTJohnstonGreer have been retained by a regional professional practice firm to attract an additional independent financial advisor to their existing team. The company has a strong reputation built on delivering high quality advice and service to their individual and corporate clients operating from a network of offices across the UK. The company require an additional financial planner to join their existing team due to continued expansion. As financial consultant you will provide holistic advice across the full range of financial planning, predominantly to high net worth private clients who will benefit from the company’s in house team of fund managers. Also provided is access to a large bank of high net worth clients. And full administration support is provided allowing you to maximise your customer facing time. The successful candidate will be FPC/CFP qualified as a minimum, and have experience working as an IFA. The package on offer is negotiable depending on how you wish to use the company’s generous bonus scheme where you will earn 30% on any business written over threshold. Please call Chris Connelly on 0141 202 3100 or email your details to chris.connelly@johnstongreer.co.uk. Chris Connelly has over 8 years experience working in the financial services and recruitment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62032Wed, 9 Jun 2010 13:31:53 GMTJohnstonGreer require a high quality independent financial advisor to join the business and private channel of an international banking group here in the UK. You will work as the financial planner in a bespoke network of high grade offices, created to cater for the company’s high net worth and corporate clients. The role will grant you access to an almost unlimited source of business with private bankers and business managers targeted to generate quality leads and referrals for you. As such you will get involved in a broad range of financial planning from private client to EB work, providing tailored financial solutions for individual needs. Strong technical knowledge is essential due to the complex business you will carry out, but full admin and technical support is on hand allowing you to maximise your client facing time. Applicants will be qualified to FPC level as a minimum, and have a background as an independent financial advisor, financial consultant or financial planning manager. A generous package of up to £36,000 is on offer with an uncapped bonus scheme with top performers earning towards six figures but realistic OTE of around £60,000. There is also a car package and a comprehensive benefits package. Please call Chris Connelly on 0141 202 3100 or email your details to chris.connelly@johnstongreer.co.uk. Chris Connelly has over 8 years experience working in the financial services and recruitment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62033Wed, 9 Jun 2010 13:35:24 GMTJohnstonGreer has been retained by this major brand bank to further grow their existing division with the recruitment of experienced and CAS level Financial Advisors throughout their branch network. Qualified to FPC or equivalent level you will operate in a branch based role working business hours and branch based where you will deal with existing clients, leads from internal retail staff and “walk-ins” to the branch. Providing training and support to other retail introducers in order to maximise the generation of new business leads. The organisation seek experienced industry professionals with backgrounds such as financial planner, financial consultant, independent financial advisor (IFA) and those already from a bancassurance background with a minimum of 2 years in the role. You will have achieved Competent Advisor Status and can demonstrate the skills necessary to succeed in the role including customer service, product knowledge and excellent relationship skills. Please call Chris Connelly on 0141 202 3100 or email chris.connelly@johnstongreer.co.uk. Chris Connelly has over 8 years experience in the financial services and recruitment markets. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62034Wed, 9 Jun 2010 13:41:56 GMTWorking within the Healthcare and Risk team, you will be responsible for advising clients on all aspects of how to manage the benefits of their employees. You will be required to give advice in addition to implementing risk and health related insurances in a knowledgeable and professional manner. With responsibility for all aspects of client administration, you will be required to have an understanding and appreciation of broader employee health and risk issues, giving you the opportunity for greater future prospects. You will have experience and a good understanding of group risk, furthermore, strong oral and written communication skills will be required to interact with clients, providers and associates, in order to build and develop constructive relationships. The potential to develop strong influencing and consulting skills with the ability to combine client facing and technical skills would also be desirable. Salary ranges between £40,000 - £60,000 depending on skillset , with a full flexible benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66227Thu, 29 Jul 2010 15:48:13 GMTSenior Investment Advisor £40,000 - £60,000 basic salary plus bonus & benefits Buckinghamshire With circa £100million under management and at maximum client capacity, this exceptional practice urgently require a seasoned investment professional to take responsibility for a large number of clients at outset. Managing exclusively HNW and UHNW private client portfolios, the brand is well thought of in their key circle of clients with new prospects being referred all the time. The investment proposition has spent several months being re-engineered with the result being an exceptional wealth management vehicle with an outsourced Discretionary Management offering. Primarily responsible for managing existing client portfolios, your key objective is to advise clients in a fully holistic manner which will include all aspects of investment advice. All in all this role provides the successful applicant with an abundance of clients, all of which have portfolio' s in excess of £500,000, the opportunity to move into a senior leadership role, and in due course long term incentives to receive a share of the sales proceeds of the business. To be considered, candidates must demonstrate complete investment expertise across all asset classes in a private client environment. Of graduate calibre, you will also be qualified to at least DipPFS, or equivalent. Experience of advising UHNW's is also desirable as portfolio' s in some cases are upwards of £1m+. Starting salary is circa £40,000 - £60,000 with additional bonuses.http://jobs.ftadviser.com/job-detail.aspx?id=66220Thu, 29 Jul 2010 15:39:20 GMTDue to growing success, an exciting opportunity has arisen for an International Healthcare Consultant who has proven experience in delivering international benefits consulting to a range of high profile clients. This is an ideal opportunity for an experienced consultant now looking for a big step up in pace, profile and responsibility. You will design and source innovative international benefit strategies and, where applicable, international flexible benefits schemes for large blue chip global clients. The Individual: As a minimum you will demonstrate significant experience in international healthcare. You will have an excellent knowledge of the international benefits, legislative and regulatory landscape. The successful candidate will be highly organised, have a hands on approach to project delivery, have excellent verbal and written communication skills and be target and delivery focused. You will be a confident business presenter. Salary is between £50,000 - £65,000 plus benefits.http://jobs.ftadviser.com/job-detail.aspx?id=66204Thu, 29 Jul 2010 15:25:50 GMTA requirement has arisen for experienced Group Risk Technicians to join team based in Reading. You will be responsible for the delivery of administration of a portfolio for Group Risk Schemes for Corporate Clients including the processing of scheme accounts, co-ordinate underwriting requirements and claims documentation and to maintain the internal database. You will deal with all aspects of Group Income Protection Insurance Schemes, Group Life Assurance schemes and Critical Illness schemes. To be considered previous in the Group Risk market required, Knowledge of 1st Software ideally hold GR1 Competitive salary and benefits on offer.http://jobs.ftadviser.com/job-detail.aspx?id=66197Thu, 29 Jul 2010 15:20:28 GMTProduct Engineer Hampshire Circa £25,000 - £30,000 This organisation provides a total solution to develop and manage a successful flexible benefits scheme, from initial review through design, build, launch, and employee communications. The company is well established with intellectual property in its own technology, an expanding customer base which provides recurring revenues, and an experienced management team with a successful track record developing market-leading software businesses. As a designer you will be responsible for the engineering and development of customer websites using the in-house software from the requirements provided by the Project Manager. Additionally you will support system-testing of websites developed by other Product Engineers, prior to handover to the Project Manager for pre-release testing. Other duties include data handling and manipulation from client websites, remote support of live websites, diagnosis and fixing of problems, application of fixes to websites and working on internal projects. To be considered you must be a Graduate in a numerate (BSc) or computing discipline, hold GCSE Maths and English Grades A – C and have knowledge of programming aptitude, programming languages: HTML, CSS and XML and software: MS Excel, MS Word, MS PowerPoint, MS Outlook, Text Editors (such as UltraEdit). Knowledge of XSLT and JavaScript would be advantageous and some experience in software/technology implementation is preferable.http://jobs.ftadviser.com/job-detail.aspx?id=66187Thu, 29 Jul 2010 15:03:21 GMTAccount Executive London Circa £25,000 Managing of a portfolio of client schemes the Account Manager will also be responsible for ensuring success measures are attained as well as being accountable for maintaining and increasing portfolio value. You will be expected to build and maintain relationships with clients in your portfolio enabling you to achieve revenue targets. Suitable candidates must have the ability to provide a consultative scheme design approach to a clients objectives and be able to build/deliver the scheme whilst remaining responsible for the effective performance of the scheme throughout its lifecycle. You will also be required to deliver multiple small to medium sized projects end to end through the lifecycle to agreed time, quality and cost ensuring that the project is defined, planned and delivered to agreed goals and objectives. All client tasks must be completed with consistency and efficiency. To be considered candidates must have experience in voluntary, lifestyle or salary sacrifice schemes in an account management or project management capacity. This role offers fantastic progression opportunity within a market leading online benefits technology provider plus a competitive salary and benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66186Thu, 29 Jul 2010 15:03:21 GMTImplementation Consultant Surrey Circa £30,000 As an Implementation Consultant you will own the customer relationship from point of order through to the delivery of the live client site, this will involve planning and managing client renewals and small to medium size new projects. You will be required to direct and manage multiple projects whilst acting as the liaison point between clients and business partners. Working to ensure that all projects are delivered on time, within budget and excellent standards of customer service to its business partners and their clients is provided. To be considered you must have some flex technology experience ideally from a Technical role. Microsoft Word & Excel skills are essential and you will have a good client management and communication skills both written and verbal as well as being able to prioritise and multitask simultaneous projects. It will be imperative the chosen individual have strong attention to detail, be able to review and assess client fact find and data and remain calm in a pressured environment. A Good working knowledge of XSLT and JavaScript plus an understanding of MS SQL, ASP and .NET would also be highly desirable. UK driving license desirable as some UK travel will be required.http://jobs.ftadviser.com/job-detail.aspx?id=66184Thu, 29 Jul 2010 14:59:40 GMTAs an Implementation Leader you will be responsible for liaising between all areas of the business requiring Product Engineering resource You will see yourself working with the Project Managers to ensure that projects are delivered to a high quality in a timely manner within budget, manage internal projects in relation to the engineering and support teams, attending and providing input to the weekly project update meetings, recruit, monitor team as well as arrange internal training for new members of the team To be considered you will have previous experience within an Implementation role, have excellent client facing skills. able to prioritise and multi-task and ideally hold PRINCE2 or equivalent qualification.http://jobs.ftadviser.com/job-detail.aspx?id=66183Thu, 29 Jul 2010 14:59:33 GMTClient Director London £45,000 - £65,000 As a Client Director you will be responsible for the retention and income growth of a portfolio of existing accounts and for the generation of new income through new business acquisition. You will be responsible for the day to day preparation of the advice and administrative services, as well as taking ownership for the delivery and quality of that work to the client in a timely and professional manner. To be considered you must have an in depth industry knowledge of Healthcare, Risk and Flexible benefits gained from previous roles in the industry. Additionally you must have a proven track record in account development and securing/building new client relationships. A competitive salary of up to £60,000 is on offer plus a very generous benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66182Thu, 29 Jul 2010 14:57:33 GMTFlex Consultant London Circa £40,000 - £50,000 + performance bonus and full benefits package Providing flexible benefit expertise to corporate clients in accordance with the company's procedures, you will be predominantly working with the current head of department, meeting with clients and presenting flexible benefits as an alternative to their current arrangements. It is then expected these clients will engage in your services as they agree to proceed with implementing flex. You will be able to demonstrate a strategy for actively developing business from accounts by promoting existing lines of business and obtaining referrals for new corporate accounts. Managing clients through the overall implementation of their flex scheme, you will liaise with internal staff to ensure that all the resources required to implement a scheme are available when appropriate. Previous experience as a Flexible Benefits Consultant is necessary with excellent knowledge of the flex market, salary sacrifice implementation and a proven track record in developing and delivering presentations is required. You will be expected to possess a good understanding of the benefits available within each scheme for which you are responsible. Qualified to Certificate of Insurance Practice (CIP), ACII, FPC or CIPD (full or part qualified) would also be advantageous.http://jobs.ftadviser.com/job-detail.aspx?id=66181Thu, 29 Jul 2010 14:57:33 GMTClient Analyst London £35,000 - £50,000 + full benefits package The main purpose of this role is to support the Client Director in the delivery of a market leading and proactive technical service. You will provide high quality consulting, broking and advice to prospect, existing and new clients. Understanding client requirements you will consider alternative solutions and provide advice. Supporting the Client Director through the completion of market reviews which will include all market negotiations, advice and written recommendations. Acting as a main point of contact to clients with regard to technical queries relating to products and services that are offered you will attend meetings to provide technical advise, written recommendations as well as identifying and recommending any account development opportunities as well as being involved in seeking New Business. Additionally you will manage and implement any technical aspects of the insurance contracts that represent risk/exposure, including but not limited to; Scheme switches (instruction and documentation), insurer caveats and actively at work conditions, Policy changes, HMRC Scheme Registration and Trust Management, TUPE Transfers. To be considered you will have an in depth industry knowledge of the Employee Benefits market gained from previous roles within the industry specifically an in-depth healthcare product knowledge. A wider knowledge of other benefits such as Risk or Flex would be advantageous but not essential. You will be analytical, have excellent attention to detail, planning and organisation whilst being able to communicate both verbally and in writing. A very generous benefits package will be included as well as basic salary ranging from £35,000- £50,000.http://jobs.ftadviser.com/job-detail.aspx?id=66180Thu, 29 Jul 2010 14:55:30 GMTAssistant Manager - Company Cars London £30,000 - £40,000 + full benefits package An exciting opportunity has arisen within a large London based organisation. Assisting within the employment benefits arena specifically within the company cars area and also flexible benefits. Duties will involve client implementations of large scale projects, assisting in the feasibility, detailed calculations, implementation, and liaisons with the IT development team where required. As part of the detailed calculations this will involve the use of this firms written technology and the analysis of large amounts of client information. You will support the existing team in the delivery of car and benefit reviews from feasibility phase to delivery phase. This will include the production of various requirements documentation including; technical specifications, employee surveys, detailed modelling analysis and production of reports. As part of your responsibility you will also assist with the technical research and design of the overall suite of software solutions, including assistance with the design, UAT testing and marketing. Additional responsibilities include appropriate risk management and compliance with agreed processes including risk reviews, documentation processes and file management. In addition to this some aspect of financial management would be expected, again, dependent on experience and grade. To be considered you will have in depth knowledge of employee benefits, knowledge of the taxation of company cars and benefits desirable as well as some knowledge of payroll, HR, finance, pensions and health & risk systems/processes would also be highly desirable. You will be highly numerate and IT literate with an excellent ability in MS Excel and intermediate ability with other Microsoft applications. A generous package of up to £45,000 is on offer with a generous benefits package for the right candidate.http://jobs.ftadviser.com/job-detail.aspx?id=66178Thu, 29 Jul 2010 14:52:52 GMTSenior Healthcare Coordinator London £25,000 - £28,000 + full benefits package As a Senior Healthcare Administrator you will be required to lead a team of co-ordinators and administrators in providing a high quality healthcare administration service that is market leading, quality focused, profitable, innovative and supports the goals of this firm. You will be responsible for continuously improving client service to ensure that this firms aspirations of delivering a market leading service are met in full and client contracts are fulfilled to an exceptional standard delivering client satisfaction that meets and exceeds corporate targets. You will be responsible for your own portfolio of high profile larger/national account clients which you will be expected to retain and expand existing client accounts as well as assist in developing new business. To be considered you will have a full understanding of all healthcare products and current providers within the healthcare market as well as being experienced in an Account Management role within Benefits. A competitive salary of up to £28,000 plus a market leading benefits package is on offer.http://jobs.ftadviser.com/job-detail.aspx?id=66177Thu, 29 Jul 2010 14:50:42 GMTFlex Consultant London £45,000 - £55,000 + performance bonus and full benefits package Providing flexible benefit expertise to corporate clients in accordance with the company's procedures, you will be predominantly working with the current head of department, meeting with clients and presenting flexible benefits as an alternative to their current arrangements. It is then expected these clients will engage in your services as they agree to proceed with implementing flex. You will be able to demonstrate a strategy for actively developing business from accounts by promoting existing lines of business and obtaining referrals for new corporate accounts. Managing clients through the overall implementation of their flex scheme, you will liaise with internal staff to ensure that all the resources required to implement a scheme are available when appropriate. Previous experience as a Flexible Benefits Consultant is essential as is excellent knowledge of the flex market, salary sacrifice implementation. Additionally a proven track record in developing and delivering presentations is required. You will be expected to possess a good understanding of the benefits available within each scheme for which you are responsible. A generous benefits package is also on offer.http://jobs.ftadviser.com/job-detail.aspx?id=66176Thu, 29 Jul 2010 14:50:41 GMTSenior Communication Consultant London £50,000 - £60,000 The main purpose of this role is to create and maintain an efficient service to all potential, new and existing clients and in developing the business of the firm, particularly that relating to the practice of which they are part. You will be managing a portfolio of large and some complex clients and you will be expected to co-ordinate the services provided to the client and develop those services. Liaising with other members of the client team, managing and developing the client relationship you will provide high quality, expert advice to clients, employing innovative solutions and strategic thinking whilst actively contributing to developing the consulting capabilities of the practice, including generating ideas for new areas of work Other duties include developing new prospects and participating in new business pitches as well as building and maintaining strong links with other business areas within the firm to promote, champion and help to deliver cross practice solutions to clients for the development of the firm’s products and services. You will also draft, review and sign off documentation for pensions and employee benefits communications, accurately proof-read documents and contribute to and authorise design briefs for design agencies. The chosen candidate will have a solid understanding of the employee benefits market, how the communication agenda forms part of the wider client proposition and how to manage appropriately in order to provide insight into strategic communication issues. Experience of operating successfully in a previous communications role at a senior level is essential as is proven employee benefits consultancy experience. A flexible, pro-active and creative approach to client solutions and client management is required as you will be working in partnership with clients to establish needs. Strong interpersonal and communication skills demonstrated in the ability to consult and influence successfully at senior levels of an organisation is also essential. A salary of up to £60,000 is on offer plus very generous benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66161Thu, 29 Jul 2010 14:37:19 GMTWorking within the Healthcare and Risk team, you will be responsible for advising clients on all aspects of how to manage the benefits of their employees. You will be required to give advice in addition to implementing risk and health related insurances in a knowledgeable and professional manner. With responsibility for all aspects of client administration, you will be required to have an understanding and appreciation of broader employee health and risk issues, giving you the opportunity for greater future prospects. You will have experience and a good understanding of group risk, furthermore, strong oral and written communication skills will be required to interact with clients, providers and associates, in order to build and develop constructive relationships. The potential to develop strong influencing and consulting skills with the ability to combine client facing and technical skills would also be desirable. Salary ranges between £40,000 - £60,000 depending on skillset , with a full flexible benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66105Wed, 28 Jul 2010 16:02:06 GMTAs a Client Manager it will be your task will be to present a full services proposition which includes Healthcare, Risk, with an emphasis around all corporate pensions related matters. You will be responsible for a portfolio of clients, maintaining and developing from the outset. Benefiting with full administration support, this will allow you to concentrate on client facing and relationship building. This is a pure account management position. To be considered a proven track record as an Employee Benefit consultant with knowledge of Healthcare, Risk and Pensions required ideally within an EBC. Salary on offer £40,000 - £60,000 + car allowance + bonus with an extensive benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66101Wed, 28 Jul 2010 15:56:25 GMTProject Manager London Circa £30,000 + benefits Acting as the key client contact, you will implement the overall benefits solutions encompassing all the various third party services. As the team is small, there is a need to be involved in the entire process from first consultation to scheme design to agreeing third party involvement and finally successful implementation, guiding the client through to launch. These new roles are key and will see excellent prospects for further progression in the team. In the short term you will be very busy with clients managing the implementation of their benefit schemes and developing your consultancy skills. In the medium term the focus will be more strategic. Responsibilities will include managing complex projects and/or contributing as a team member on assigned projects, engaging in regular client contact by initiating and responding to client questions and demands. You will also be required to conduct client research using quantitative survey tools, participate in client scoping conversations with senior consultants and introduce communications consultants to client where appropriate. As well as creating and maintaining project plans, you will liaise with the technical team to ensure website build is as agreed with client and contribute to profitability by looking for efficiencies in project work plans. Managing time effectively and identifying selling opportunities through client interactions and taking action upon them the ideal candidate will be experienced within the Employee Benefits sector, with experience gained either in a consultancy, in house or project / implementation capacity. Furthermore, a proven track record of delivering benefit solutions, preferably online flex schemes, is essential for this role. Excellent communication skills are a must as the role involves management of key client relationships. Candidates should be knowledgeable about day-to-day HR department operations, advanced knowledge of Excel, Word, PowerPoint, and intermediate knowledge of Microsoft project. Proficient in drafting business correspondence, reports and presentations is also essential.http://jobs.ftadviser.com/job-detail.aspx?id=66089Wed, 28 Jul 2010 15:34:59 GMTSales Consultant - Flexible Benefits Southern Home Based £40,000 - £50,000 The successful incumbent will assume responsibility for developing direct sales in London and the Home Counties through new business sales activity and by developing relationships with existing clients and professional introducers. This is a new business sales role and requires high energy with a can do attitude. Initially your time will be spent on territory planning, prospecting for new opportunities, onsite presentations, and closing business. Your territory will be significant and the opportunities unlimited and you will receive full marketing support and lead generation which will assist in achieving set targets. Suitable candidates will be an experienced and successful sales person, self motivated, self-starting and highly target driven. This role requires a sales focussed individual with a methodical and organised attitude with proven experience in selling employee benefits.http://jobs.ftadviser.com/job-detail.aspx?id=66088Wed, 28 Jul 2010 15:34:01 GMTClient Account Manager London and Home Counties Circa £40,000 + bonus Market leading Online Flexible Benefits technology provider and consulting firm are experiencing growth in this sector therefore have a current requirements for an Account Development Manager. Responsible for the account management and development of key client relationships, you will be required to achieve revenue targets within a client portfolio, establishing and developing effective communications with client contacts and identifying and responding to client needs. Where appropriate, you will be responsible for overseeing the development and maintenance of this service for a group of clients through the proactive management of the client relationship and the delivery of the service level agreement. Furthermore, it will be your responsibility to identify revenue opportunities and consider ways of improving client profitability, through cross selling and up selling this firm’s services. Previous experience in a high level, account management /client facing role is essential within the Flexible Benefits field. The successful candidate will also have strong leadership skills and experience of managing projects focused on delivery with proven financial management skills.http://jobs.ftadviser.com/job-detail.aspx?id=66087Wed, 28 Jul 2010 15:33:51 GMTAccount Executive London Circa £25,000 Managing of a portfolio of client schemes the Account Manager will also be responsible for ensuring success measures are attained as well as being accountable for maintaining and increasing portfolio value. You will be expected to build and maintain relationships with clients in your portfolio enabling you to achieve revenue targets. Suitable candidates must have the ability to provide a consultative scheme design approach to a clients objectives and be able to build/deliver the scheme whilst remaining responsible for the effective performance of the scheme throughout its lifecycle. You will also be required to deliver multiple small to medium sized projects end to end through the lifecycle to agreed time, quality and cost ensuring that the project is defined, planned and delivered to agreed goals and objectives. All client tasks must be completed with consistency and efficiency. To be considered candidates must have experience in voluntary, lifestyle or salary sacrifice schemes in an account management or project management capacity. This role offers fantastic progression opportunity within a market leading online benefits technology provider plus a competitive salary and benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66082Wed, 28 Jul 2010 15:28:29 GMTProduct Engineer Hampshire Circa £25,000 - £30,000 This organisation provides a total solution to develop and manage a successful flexible benefits scheme, from initial review through design, build, launch, and employee communications. The company is well established with intellectual property in its own technology, an expanding customer base which provides recurring revenues, and an experienced management team with a successful track record developing market-leading software businesses. As a designer you will be responsible for the engineering and development of customer websites using the in-house software from the requirements provided by the Project Manager. Additionally you will support system-testing of websites developed by other Product Engineers, prior to handover to the Project Manager for pre-release testing. Other duties include data handling and manipulation from client websites, remote support of live websites, diagnosis and fixing of problems, application of fixes to websites and working on internal projects. To be considered you must be a Graduate in a numerate (BSc) or computing discipline, hold GCSE Maths and English Grades A – C and have knowledge of programming aptitude, programming languages: HTML, CSS and XML and software: MS Excel, MS Word, MS PowerPoint, MS Outlook, Text Editors (such as UltraEdit). Knowledge of XSLT and JavaScript would be advantageous and some experience in software/technology implementation is preferable.http://jobs.ftadviser.com/job-detail.aspx?id=66081Wed, 28 Jul 2010 15:28:12 GMTImplementation Consultant Surrey Circa £30,000 As an Implementation Consultant you will own the customer relationship from point of order through to the delivery of the live client site, this will involve planning and managing client renewals and small to medium size new projects. You will be required to direct and manage multiple projects whilst acting as the liaison point between clients and business partners. Working to ensure that all projects are delivered on time, within budget and excellent standards of customer service to its business partners and their clients is provided. To be considered you must have some flex technology experience ideally from a Technical role. Microsoft Word & Excel skills are essential and you will have a good client management and communication skills both written and verbal as well as being able to prioritise and multitask simultaneous projects. It will be imperative the chosen individual have strong attention to detail, be able to review and assess client fact find and data and remain calm in a pressured environment. A Good working knowledge of XSLT and JavaScript plus an understanding of MS SQL, ASP and .NET would also be highly desirable. UK driving license desirable as some UK travel will be required.http://jobs.ftadviser.com/job-detail.aspx?id=66079Wed, 28 Jul 2010 15:25:45 GMTAs an Implementation Leader you will be responsible for liaising between all areas of the business requiring Product Engineering resource You will see yourself working with the Project Managers to ensure that projects are delivered to a high quality in a timely manner within budget, manage internal projects in relation to the engineering and support teams, attending and providing input to the weekly project update meetings, recruit, monitor team as well as arrange internal training for new members of the team To be considered you will have previous experience within an Implementation role, have excellent client facing skills. able to prioritise and multi-task and ideally hold PRINCE2 or equivalent qualification.http://jobs.ftadviser.com/job-detail.aspx?id=66077Wed, 28 Jul 2010 15:25:22 GMTFlex Consultant London Circa £40,000 - £50,000 + performance bonus and full benefits package Providing flexible benefit expertise to corporate clients in accordance with the company's procedures, you will be predominantly working with the current head of department, meeting with clients and presenting flexible benefits as an alternative to their current arrangements. It is then expected these clients will engage in your services as they agree to proceed with implementing flex. You will be able to demonstrate a strategy for actively developing business from accounts by promoting existing lines of business and obtaining referrals for new corporate accounts. Managing clients through the overall implementation of their flex scheme, you will liaise with internal staff to ensure that all the resources required to implement a scheme are available when appropriate. Previous experience as a Flexible Benefits Consultant is necessary with excellent knowledge of the flex market, salary sacrifice implementation and a proven track record in developing and delivering presentations is required. You will be expected to possess a good understanding of the benefits available within each scheme for which you are responsible. Qualified to Certificate of Insurance Practice (CIP), ACII, FPC or CIPD (full or part qualified) would also be advantageous.http://jobs.ftadviser.com/job-detail.aspx?id=66076Wed, 28 Jul 2010 15:23:47 GMTClient Director London £45,000 - £65,000 As a Client Director you will be responsible for the retention and income growth of a portfolio of existing accounts and for the generation of new income through new business acquisition. You will be responsible for the day to day preparation of the advice and administrative services, as well as taking ownership for the delivery and quality of that work to the client in a timely and professional manner. To be considered you must have an in depth industry knowledge of Healthcare, Risk and Flexible benefits gained from previous roles in the industry. Additionally you must have a proven track record in account development and securing/building new client relationships. A competitive salary of up to £60,000 is on offer plus a very generous benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66074Wed, 28 Jul 2010 15:22:43 GMTClient Analyst London £35,000 - £50,000 + full benefits package The main purpose of this role is to support the Client Director in the delivery of a market leading and proactive technical service. You will provide high quality consulting, broking and advice to prospect, existing and new clients. Understanding client requirements you will consider alternative solutions and provide advice. Supporting the Client Director through the completion of market reviews which will include all market negotiations, advice and written recommendations. Acting as a main point of contact to clients with regard to technical queries relating to products and services that are offered you will attend meetings to provide technical advise, written recommendations as well as identifying and recommending any account development opportunities as well as being involved in seeking New Business. Additionally you will manage and implement any technical aspects of the insurance contracts that represent risk/exposure, including but not limited to; Scheme switches (instruction and documentation), insurer caveats and actively at work conditions, Policy changes, HMRC Scheme Registration and Trust Management, TUPE Transfers. To be considered you will have an in depth industry knowledge of the Employee Benefits market gained from previous roles within the industry specifically an in-depth healthcare product knowledge. A wider knowledge of other benefits such as Risk or Flex would be advantageous but not essential. You will be analytical, have excellent attention to detail, planning and organisation whilst being able to communicate both verbally and in writing. A very generous benefits package will be included as well as basic salary ranging from £35,000- £50,000.http://jobs.ftadviser.com/job-detail.aspx?id=66073Wed, 28 Jul 2010 15:22:41 GMTFlex Consultant London £45,000 - £55,000 + performance bonus and full benefits package Providing flexible benefit expertise to corporate clients in accordance with the company's procedures, you will be predominantly working with the current head of department, meeting with clients and presenting flexible benefits as an alternative to their current arrangements. It is then expected these clients will engage in your services as they agree to proceed with implementing flex. You will be able to demonstrate a strategy for actively developing business from accounts by promoting existing lines of business and obtaining referrals for new corporate accounts. Managing clients through the overall implementation of their flex scheme, you will liaise with internal staff to ensure that all the resources required to implement a scheme are available when appropriate. Previous experience as a Flexible Benefits Consultant is essential as is excellent knowledge of the flex market, salary sacrifice implementation. Additionally a proven track record in developing and delivering presentations is required. You will be expected to possess a good understanding of the benefits available within each scheme for which you are responsible. A generous benefits package is also on offer.http://jobs.ftadviser.com/job-detail.aspx?id=66069Wed, 28 Jul 2010 15:21:04 GMTSenior Healthcare Coordinator London £25,000 - £28,000 + full benefits package As a Senior Healthcare Administrator you will be required to lead a team of co-ordinators and administrators in providing a high quality healthcare administration service that is market leading, quality focused, profitable, innovative and supports the goals of this firm. You will be responsible for continuously improving client service to ensure that this firms aspirations of delivering a market leading service are met in full and client contracts are fulfilled to an exceptional standard delivering client satisfaction that meets and exceeds corporate targets. You will be responsible for your own portfolio of high profile larger/national account clients which you will be expected to retain and expand existing client accounts as well as assist in developing new business. To be considered you will have a full understanding of all healthcare products and current providers within the healthcare market as well as being experienced in an Account Management role within Benefits. A competitive salary of up to £28,000 plus a market leading benefits package is on offer.http://jobs.ftadviser.com/job-detail.aspx?id=66067Wed, 28 Jul 2010 15:20:55 GMTRenowned for their innovation and quality of service, this highly prestigious firm of chartered accountants and business advisors require a Director to lead a number of consultants and support staff based in offices throughout the North and Scotland. The firm have a financial services presence in the majority of their offices working closely with the accountants in developing profitable business streams.. As Regional Director you will conduct annual performance reviews, manage staff appraisals, handle recruitment matters, offer guidance to all consultants and trainees coaching all to achieve and excel business quality levels and performance. In addition to budget responsibilities, you will be a focal point for partners across the offices helping develop the relationships further. Finally you will be an authorised individual tasked with managing and developing a portfolio of HNW clients. Ideally chartered status, you will be working in a professional financial planning firm and demonstrate a successful sales leadership and business writing background. This employed position attracts a salary up to £90,000 with earnings potential ranging £105,000 - £120,000 in year 1 depending on achieving and exceeding targets.http://jobs.ftadviser.com/job-detail.aspx?id=66050Tue, 27 Jul 2010 16:58:22 GMTThis firm has a reputation of excellence throughout the Financial Services industry thus attracting some of the highest quality advisers and support staff from all over the UK.The business delivers high level purely fee based holistic financial planning to HNW and a significant number of UHNW' clients. The service proposition extends across private client wealth management, corporate advisory and an award winning discretionary fund management arm who has delivered above average industry results through the recent crisis. Being now fully RDR compliant, we are looking for an accomplished experienced adviser to inherit a sizeable client bank from a retiring individual. You will be responsible for providing the clients and their families with a tailored service encompassing all aspects of financial planning. As the firm have their own award winning in house fund management team, you can spend your time designing the most appropriate solutions for your clients, leaving the professionals to maximise on investment returns. The support team is highly trained with the majority being DipPFS ensuring all your reports, documents, letters, policies, and paper/ verbal communication will be handled with the utmost respect allowing you to concentrate on advising clients. Adopting this approach you will have the opportunity to bill significant levels of business all on a fee basis. The client base has a large number of UHNW clients so experience of working with wealthy individuals is essential. To apply you must have experience of working with fees and be at least DipPFS. Ideally of graduate calibre, you will have developed sound relationships with clients and introducers and be able to demonstrate this at interview. The immediate rewards are not only monetary, but also the prestige of working for such a high profile firm. Naturally the remuneration will match the calibre of individual; all in all the package is excellent. Applicants should only apply if they meet the requested criteria.http://jobs.ftadviser.com/job-detail.aspx?id=66049Tue, 27 Jul 2010 16:54:14 GMTSales & Servicing Manager London 6 month contract, likely to go perm. Leading Asset Management firm in London is in the market for a Sales & Servicing Team Leader/ Manager to join their London operation on a 6 month contract, which is more than likely going to go permanent. The Sales Team Leader will be responsible for helping to define, design and implement the new holistic financial planning proposition from a sales and services point of view, looking at the end to end process from first point of contact to operational delivery. This is a key role which will see the successful candidate have in-depth knowledge of customer experience management, sales and servicing best practice in the financial sector and operational transformation. Responsibilities include: • Managing a team beneath you, and overseeing the design and implementation of a new business model through the work stream team. • Defining and implementing; the customer experience proposition; sales process including lead qualification, sales and operations; multi-channel distribution including regional branches and call centres; web and portal requirements • Lead the business assessment and development of the CRM infrastructure required. • Define the new operating model, recruitment requirements, and cultural change programme and compensation structure. Successful applicants will have worked in a similar change management role within a financial services firm and will have demonstrated proven track record in project management leadership across sales and servicing. You will hold a strong knowledge of financial products and compliance. Remuneration for this role is pitched between £500 - £700 per day but there is flexibility for the right individual.http://jobs.ftadviser.com/job-detail.aspx?id=66015Tue, 27 Jul 2010 16:18:10 GMTWorking with one of the UK’s leading IFA’s, we are looking for a highly skilled results orientated individual to join their highly successful team of Employee Benefit Consultants, based from Birmingham Working from qualified leads via accountancy introductions, you will service existing and develop new Corporate clients by promoting the business’s services to MD and FD level establishing strong long term working relationships. The successful candidate will have an outstanding record of achievment within the employee benefits market, with the ability to maintain relationships but also having the ability to generate more business from the existing clients in place. In return you will receive a highly competitive remuneration package and the training and support to develop your skills to their full potential. In return you will receive a basic salary up to £45,000 with full benefits package and on going training and development. Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=65899Tue, 27 Jul 2010 10:48:33 GMTSupplier Management Executive London £20,000 - £25,000 Client facing role dealing with benefit suppliers you will be required to build strong relationships, upsell solutions, get discounts etc. To be considered you will have come from a benefits background ideally flex or voluntary.Basic salary will depend on experience and range from £20,000-£25,000 + bonus and benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=65844Mon, 26 Jul 2010 16:37:16 GMTSenior Investment Advisor £40,000 - £60,000 basic salary plus bonus & benefits Buckinghamshire With circa £100million under management and at maximum client capacity, this exceptional practice urgently require a seasoned investment professional to take responsibility for a large number of clients at outset. Managing exclusively HNW and UHNW private client portfolios, the brand is well thought of in their key circle of clients with new prospects being referred all the time. The investment proposition has spent several months being re-engineered with the result being an exceptional wealth management vehicle with an outsourced Discretionary Management offering. Primarily responsible for managing existing client portfolios, your key objective is to advise clients in a fully holistic manner which will include all aspects of investment advice. All in all this role provides the successful applicant with an abundance of clients, all of which have portfolio' s in excess of £500,000, the opportunity to move into a senior leadership role, and in due course long term incentives to receive a share of the sales proceeds of the business. To be considered, candidates must demonstrate complete investment expertise across all asset classes in a private client environment. Of graduate calibre, you will also be qualified to at least DipPFS, or equivalent. Experience of advising UHNW's is also desirable as portfolio' s in some cases are upwards of £1m+. Starting salary is circa £40,000 - £60,000 with additional bonuses.http://jobs.ftadviser.com/job-detail.aspx?id=65793Mon, 26 Jul 2010 16:03:01 GMTDue to growing success, an exciting opportunity has arisen for an International Healthcare Consultant who has proven experience in delivering international benefits consulting to a range of high profile clients. This is an ideal opportunity for an experienced consultant now looking for a big step up in pace, profile and responsibility. You will design and source innovative international benefit strategies and, where applicable, international flexible benefits schemes for large blue chip global clients. The Individual: As a minimum you will demonstrate significant experience in international healthcare. You will have an excellent knowledge of the international benefits, legislative and regulatory landscape. The successful candidate will be highly organised, have a hands on approach to project delivery, have excellent verbal and written communication skills and be target and delivery focused. You will be a confident business presenter. Salary is between £50,000 - £65,000 plus benefits.http://jobs.ftadviser.com/job-detail.aspx?id=65768Mon, 26 Jul 2010 15:34:01 GMTTo manage a client service team, organising team resources to ensure the delivery of a cost efficient, reliable, timely and accurate administration service for clients whilst taking overall responsibility and ownership for maximising client revenue and profitability for the team Main responsibility will be to provide coaching and direction to the Client Service Advisers developing and maintaining client-specific service delivery and improvement plans for designated clients. Develop and understand the basis of all contracts in the portfolio and manage clients expectations. Maintain a forward planning schedule to balance resources available with anticipated demands and manage the day-to-day workload and to deliver work to agreed national targets. Day to day management including sickness, holidays and on going training. To be considered you will have previous management experience within pensions administration, ideally hold pensions qualification. Excellent salary and benefits on offer for successful candidate.http://jobs.ftadviser.com/job-detail.aspx?id=65767Mon, 26 Jul 2010 15:32:16 GMTA requirement has arisen for experienced Group Risk Technicians to join team based in Reading. You will be responsible for the delivery of administration of a portfolio for Group Risk Schemes for Corporate Clients including the processing of scheme accounts, co-ordinate underwriting requirements and claims documentation and to maintain the internal database. You will deal with all aspects of Group Income Protection Insurance Schemes, Group Life Assurance schemes and Critical Illness schemes. To be considered previous in the Group Risk market required, Knowledge of 1st Software ideally hold GR1 Competitive salary and benefits on offer.http://jobs.ftadviser.com/job-detail.aspx?id=65762Mon, 26 Jul 2010 15:28:35 GMTA leading UK Life company are planning the next stage of development across several key territories in the UK. As part of this growth they are very interested in building their Telephone Account Management teams. To be considered you must have at least 2 years successful sales track record in a similar role. You must have excellent telephone sales skills, be driven and in return, you can expect an excellent basic salary and commission structure. If you would like any further information please contact Lindsay Hewitt on Lindsay.hewitt@ojassociates.com or 0207 649 9356.http://jobs.ftadviser.com/job-detail.aspx?id=65744Mon, 26 Jul 2010 09:21:43 GMTOur client a boutique investment house has an excellent reputation in the market place and are currently taking the next steps in development. They will be doubling the size of the field sales team into the intermediary market place and are looking to grow in specific areas in the South. Dependant on the individual and track record, there is an opportunity to bespoke the geography of this panel. There will be a mix of established and developmental accounts. Leaning towards an investment led portfolio geared towards tax efficiency, this role will offer a great deal of autonomy and excellent earnings potential. You must be able to demonstrate a strong track record achieving sales targets in a field based role. For more information please contact myself Lindsay Hewitt on 0207 649 9356.http://jobs.ftadviser.com/job-detail.aspx?id=65743Mon, 26 Jul 2010 09:05:34 GMTThis organisation is one of the UK’s leading pensions, employee benefits and wealth management companies who have retained Exchange Street to assist in their ongoing growth plans across the UK. The new business role is the most challenging, important and rewarding position at the firm. Focusing on developing new connections all appointments are pre-booked through various marketing techniques, including a range of seminars that are run throughout the country. Given that New Business Consultants present to senior directors at SMEs through to FTSE100 companies it is imperative that applicants are comfortable in this arena advising on a range of pensions, employee benefits and flexi-benefits. This is a highly specialist role requiring dedication, strong new business skills and a level of technical knowledge and confidence commensurate with the status of the role. For this position it is a pre-requisite that applicants are as comfortable dealing with Defined Benefit as other schemes, as the business is seeking to find a specialist for this office. Advancement with qualifications such as the G60 would also be advantageous. The firm offers a truly meritocratic environment, extensive benefits, regular training and some of the best earnings potential in the employee benefits market, where consultants are also rewarded for referring business. Average earnings for this role in 2006/07 were £107,000, with the top NBC earning over two times this amount. This is also a highly ethnical business with substantial uplifts in place for those advisers’ with first class compliance records. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=65725Fri, 23 Jul 2010 12:40:05 GMTAre you an experienced, professional Financial Adviser who has the relationship management skills to be successful in top flight bancassurance? If so opportunity is now yours. With the Bancassurance recruitment market showing signs of growth and High Street financial services looking to be one of the strongest markets going forward, now is the time for you to either move your career to Bancassurance or improve your current position within it. At Verridian we are one of the very few recruitment consultancies to be preferred recruiters to all of the “Big 6” bancassurance names on the High Street, as well as a host of smaller organisations. Because of this and our expertise we really are the best people to talk to, not only about what opportunities are out there, but also how each bancassurance proposition differs and which would suit each individual. When vacancies come up in bancassurance they don’t stay open very long, so contact Andrew Fry today to make sure you get the best chance to make the most of this marketplace. Ref 201003http://jobs.ftadviser.com/job-detail.aspx?id=65717Fri, 23 Jul 2010 07:41:00 GMTAsk any adviser what they want and right at the top of the list would be great clients to see, a strong product offering designed for their marketplace, a great presence in that marketplace, company strength, and a good employed salaried package. Well our client has it all. Over the last 5 years they have developed an enviable position as leading financial advisers to a number of key professions whose members are predominantly high earnings with complex financial arrangements. You will have access to existing clients, excellent marketing and an exclusive geographical patch, whilst benefiting from first class training in the generics of your particular marketplace, and the level of support and package you would expect from a very strong company. To secure this role you will be an experienced financial adviser, with clear capability of attaining Dip status, have a successful sales track record and be committed to becoming the best in your field. These vacancies do not stay open long so contact us today.http://jobs.ftadviser.com/job-detail.aspx?id=65716Fri, 23 Jul 2010 07:39:14 GMTOur client is one of the UK’s most respected banking organisations delivering financial advice through it’s own in house IFA division, with a team of professional advisers working from a combination of in house leads, well serviced existing clients and also introductions from professionals and national marketing. They are currently seeking a number of additional advisers in selected areas. To be considered for this role you will be an experienced CAS status adviser with an excellent track record, have made some progress towards additional qualifications, and be used to working with either affluent or business clientshttp://jobs.ftadviser.com/job-detail.aspx?id=65715Fri, 23 Jul 2010 07:37:14 GMT