http://jobs.ftadviser.com/pensions.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5Purpose of Job: To provide a professional and efficient service on the national annuity desk to clients and external parties in a sales environment. The Pension Annuity Coordinator must be Level 3 qualified and prepared to become Level 4 qualified by 2013. A Pension Annuity Coordinator is an approved person (CF30) The role will be working in an assisted advice target driven environment. Principal Responsibilities: Coordinating the purchases of annuities for clients in a timely and efficient manner. Completing factfind appointments with clients over the telephone. Researching the market for the best annuity rate Preparing and issuing compliant suitability reports to clients Working in a target driven environment in order to increase profitability on the annuity desk. Communicating effectively with advisers and support in other Financial Services offices to ensure that all business is processed on time. Ensure that 1st database and client file records are complete and kept up to date. Attend training to develop relevant knowledge and skills in order to provide technical support to clients and colleagues. To take ownership of cases, and where problems arise, ensure their successful resolution. Promote the benefits of the Annuity Desk to advisers within the company to ensure the maximum referrals are received. Following strict compliance procedures and sales processes. Skills and attributes required: Strong Numeracy Skills Experience working with Microsoft packages Experience working within Financial Services Attention to detail Sense of urgency & driven personality to work in a target driven environment Ability to work to strict compliance sales procedures. Ability to produce industry compliant reports Strong communication skills Ability to work under pressure to strict deadlines Level 3 Qualified – Must be working towards Level 4 qualification Experience of working with KPI parameters Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100773Thu, 2 Feb 2012 16:18:37 GMTMy client, a world-wide SIPP provider, are looking for a Technical Consultant, with particular specialism in SIPPs, for their office in Dubai. Responsibilities: - Helping to provide compliant administration to a portfolio of self-administered UK pension scheme clients (SSAS, SIPP and QROPS) - To investigate, solve and report on customer problems - To work with compliance in the ongoing development of the technical aspect of the business - Provide advice and help to customers who use our service - To maintain an excellent technical knowledge of the industry and products - Answer customers’ questions about our services, fees and business terms - Emphasize product features based on analyses of customer needs, and on technical knowledge of capabilities and limitations - Coach staff on procedures, processes and technical aspects of the job so that administrators understand the role and scope of their job - Motivating and supporting staff within the teams to develop a good working environment and team spirit - To contribute in the growth of the company revenues and services - To use the company standards, procedures and systems where these are in place and help in their development - To deal with other general work as requested by the Technical Manager and the Directors Tasks: - To ensure all HMRC, DWP, FSA and other deadlines are adhered to - To help manage liability issues and finable events - To ensure Data Protection and Custody items are dealt with compliantly and regular audits of these items are undertaken - Must be able to talk to others to convey information effectively and persuade others - Actively look for ways to help people and methods to explain how the service can benefit the customer - Maintain a professional and satisfied relationship with clients and customers when troubleshooting and educating about the service features and benefits - To prioritise, diary workload and maintain good reminder discipline - To identify and support opportunities for growth - To provide an excellent first impression to all visitors and telephone enquires - To ensure all complaints are dealt with in an appropriate time and manner - Any other duties applicable to the role Skills / Requirements: - Excellent working knowledge of self-administered UK pension schemes - Diagnose the root cause of an issue while providing a time bound and accurate problem resolution and see this through - Work in a fast paced environment and function as a team member, aligning professional objectives with the team’s operations goals - Excellent English language communication skills both written and verbal - Organised with the ability to prioritise and delegate work - Able to work as part of a team and on own initiative - Experienced in the use of Microsoft Office (Outlook, Word and Excel) - Presentable, motivated and able to work on own initiative - Personable, friendly, can do attitudeHillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100766Thu, 2 Feb 2012 13:30:54 GMTLeading providing of Corporate Pension and Employee Benefits administration services is seeking experienced Pension or Employee Benefits administrators to join there expanding team in Hertfordshire. This role will involve you working on a portfolio of clients across Pensions and Group Risk schemes providing full administration support in line with client SLA’s. Duties will include producing manual pension calculations, renewals and resolving member queries in respect of there scheme benefits. Other duties will include supporting consultants on projects and building and maintaining relationships with product providers. To be considered for this role, you must have Corporate Pensions or Group Risk experience, with excellent communications skills.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100765Thu, 2 Feb 2012 11:40:20 GMTPurpose of Job: To provide a professional and efficient service on the national annuity desk to clients and external parties in a sales environment. The Pension Annuity Coordinator must be Level 3 qualified and prepared to become Level 4 qualified by 2013. A Pension Annuity Coordinator is an approved person (CF30) The role will be working in an assisted advice target driven environment. Principal Responsibilities: Coordinating the purchases of annuities for clients in a timely and efficient manner. Completing factfind appointments with clients over the telephone. Researching the market for the best annuity rate Preparing and issuing compliant suitability reports to clients Working in a target driven environment in order to increase profitability on the annuity desk. Communicating effectively with advisers and support in other Financial Services offices to ensure that all business is processed on time. Ensure that 1st database and client file records are complete and kept up to date. Attend training to develop relevant knowledge and skills in order to provide technical support to clients and colleagues. To take ownership of cases, and where problems arise, ensure their successful resolution. Promote the benefits of the Annuity Desk to advisers within the company to ensure the maximum referrals are received. Following strict compliance procedures and sales processes. Skills and attributes required: Strong Numeracy Skills Experience working with Microsoft packages Experience working within Financial Services Attention to detail Sense of urgency & driven personality to work in a target driven environment Ability to work to strict compliance sales procedures. Ability to produce industry compliant reports Strong communication skills Ability to work under pressure to strict deadlines Level 3 Qualified – Must be working towards Level 4 qualification Experience of working with KPI parameters Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100750Wed, 1 Feb 2012 13:23:13 GMTPensions Administrator Reading Competitive Salary An excellent opportunity to join a leading UK Employee benefits company, our Client is offering a competitive salary with benefits. Role Responsibilities • To manage time/resources, ensuring effective delivery of SLAs • To achieve production and quality targets set • To produce and check casework and provide constructive feedback • To work effectively with colleagues and stakeholders across the business • To develop technical and process knowledge for DB pensions • To provide coaching and motivation to trainee administrators within the team • Duties and Key Tasks • Process new entrants, renewals, cheques, invoices and accounting schedules • Calculate retirement quotes, transfer in and out, pension increases, leavers and deaths • Manage own time to ensure delivery to agreed SLAs and regulatory requirements • Check casework and provide feedback • Identify training & development opportunities for trainee administrators • Provide on-going training and coaching to trainee administrators • Draft routine correspondence • Provide support to senior DB administrators • Log post in and out • Filing • Client reports – Prepare monthly/quarterly client reports • Ensure timesheets are completed daily • Escalate relevant issues to Team Manager • Interaction – Have a good understanding of the wider business issues affecting DB Business Line • Ability to use in-house and third party pension systems as required • Assist senior administrators with portfolio of clients/build client relationships • Carry out such other duties and take on additional responsibilities as may be agreed from time to time What We Want Highly Desirable • Financial service qualifications (e.g. studying for RP, CFP, APMI, DPC or QPA or equivalent) • Understanding/experience of financial services in UK • At least 2 years DB knowledge/experience • Organisational, numerical and analytical skills • Ability to work under pressure and under own initiative • Ability to make decisions and take responsibility and ownership for issues • Self-motivated and ability to encourage others • Proficient in using standard MS Office components (Word, Outlook, PowerPoint, Excel) • Must be flexible and proactive Desirable • Good standard of education (e.g. 3 A-levels at grade C or equivalent, 2:2 degree or equivalent) • Client relationship/business development experience What We Can Offer You • Our competitive benefits package includes: • 23 days holiday rising to 25 after two years of service • Stakeholder Pension Scheme • Flexible Benefits Package • Life Assurance • Annual Discretionary Bonus • Employee Referral Reward SchemePlease 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=100723Tue, 31 Jan 2012 16:15:00 GMTJunior Pensions Administrator Key responsibilities & accountabilities Performing various administration tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths, this includes: Updating relevant pension administration databases and systems. Logging and scanning post/correspondence. Handling both Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) queries. Receiving and handling internal and external telephone queries. Running automated systems calculations. Performing manual benefits calculations. Returning original documentation and certificates to customers. Knowledge & experience Previous pensions administration experience of Defined Benefit (DB) schemes including areas such as leavers, retirements, deaths, transfers in, transfers out, monthly processing and investment, benefit statements, renewals and pension increases. This role is likely to appeal to individuals with c 12 months pensions administration experience although not exclusive as all applications will be considered on an individual basis. Able to demonstrate a basic awareness and/or knowledge of pensions industry.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=100711Tue, 31 Jan 2012 11:51:21 GMTPurpose of Job: To provide a professional and efficient service on the national annuity desk to clients and external parties in a sales environment. The Pension Annuity Coordinator must be Level 3 qualified and prepared to become Level 4 qualified by 2013. A Pension Annuity Coordinator is an approved person (CF30) The role will be working in an assisted advice target driven environment. Principal Responsibilities: Coordinating the purchases of annuities for clients in a timely and efficient manner. Completing factfind appointments with clients over the telephone. Researching the market for the best annuity rate Preparing and issuing compliant suitability reports to clients Working in a target driven environment in order to increase profitability on the annuity desk. Communicating effectively with advisers and support in other Financial Services offices to ensure that all business is processed on time. Ensure that 1st database and client file records are complete and kept up to date. Attend training to develop relevant knowledge and skills in order to provide technical support to clients and colleagues. To take ownership of cases, and where problems arise, ensure their successful resolution. Promote the benefits of the Annuity Desk to advisers within the company to ensure the maximum referrals are received. Following strict compliance procedures and sales processes. Skills and attributes required: Strong Numeracy Skills Experience working with Microsoft packages Experience working within Financial Services Attention to detail Sense of urgency & driven personality to work in a target driven environment Ability to work to strict compliance sales procedures. Ability to produce industry compliant reports Strong communication skills Ability to work under pressure to strict deadlines Level 3 Qualified – Must be working towards Level 4 qualification Experience of working with KPI parameters Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100682Tue, 31 Jan 2012 11:46:59 GMTSenior Pensions Administrator Job purpose summary To provide an effective and efficient pensions administration service to clients, whilst participating in achieving team objectives and actively contributing to the overall objectives of the Company. Key responsibilities include: Managing day-to-day activities of staff to ensure efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients’ requirements. Providing support to the assigned team leader and where applicable, deputising for team leader when absent. Day to day management of client relationships with trustees, scheme members and corporate clients, acting as first point of contact where applicable Taking a proactive stance to gain an extensive knowledge of their assigned client portfolio. Project managing annual projects such as renewals, benefit statements, life assurance, PHI and pension increases. Handling any data processing and administration tasks, ensuring projects are fully monitored and completed in line with customer and legislation requirements. Ensuring standard documentation is scheme specific, and incorporating them into existing procedures. Preparing for and where appropriate participating in trustee meetings. Handling complex pensions queries and pensions consultative advice. Performing complex manual benefits calculations. Producing ad-hoc and standard letters to ‘final letter standards’ in response to customer queries. Managing ad hoc projects and exercises, e.g. bulk mailshots to scheme members. Updating relevant pensions administration databases and systems. Monitoring, delegating and co-ordinating workflow, reporting regularly to team leader on progress and issue management. Skills, abilities & personal qualities Forming successful professional relationships both internally and externally. Supports, motivates and coaches colleagues and shares knowledge to the benefit of the team and/or wider Company. Flexible approach to work pressures. Continuing to augment technical pensions knowledge as well as keeping abreast of legislative changes and is seen as a source of advice to others.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=100680Tue, 31 Jan 2012 11:39:30 GMTPensions Administrator Key responsibilities Performing all basic and intermediary pensions administration and project related tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths. Key responsibilities include: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company. Participating in annual projects such as; renewals, benefit statements, life assurance, PHI and pension increases. Handling any data processing and administration tasks, ensuring projects are fully monitored and completed in line with customer and legislation requirements. Ensuring standard documentation is scheme specific, and incorporating them into existing procedures. Monitoring on going procedural developments and implementing changes to procedures where required. First level checking of work completed by more junior staff. In addition, final checking of non-financial work e.g. change of address. Informal training and mentoring of more junior members of the team. Taking responsibility for ad-hoc projects and exercises. Knowledge & experience Previous pensions administration experience of Defined Benefit (DB) schemes including areas such as leavers, retirements, deaths, transfers in, transfers out, monthly processing and investment, benefit statements, renewals and pension increases. This role is likely to appeal to individuals with c 3 years pensions administration experience although not exclusive as all applications will be considered on an individual basis. Able to demonstrate a basic awareness and/or knowledge of pensions industry.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=100678Tue, 31 Jan 2012 11:39:30 GMTAn entrepreneurial company, led by people. With over 4,000 committed staff, based across 100 UK offices. Now looking to recruit a Senior Corporate Client Administrator for maternity cover from August 2011 to January 2012 The role will involve: Managing clients queries on a daily basis Actioning group risk renewals Answering technical queries raised both by clients and colleagues Attending client meetings to discuss renewals as required Administrating schemes The candidate needs the following: Experience within the Employee Benefits/Group Risk industry of at least 2-3 years in admin/supervisory role Enthusiastic Team PlayerPlease 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=100670Tue, 31 Jan 2012 11:39:24 GMTJob purpose summary To provide high quality pensions actuarial and consultancy support to the Senior Consultant. Working closely with both Principals and the client’s Senior Consultant to ensure effective and timely provision of actuarial and consultancy services. Key responsibilities & accountabilities You will be involved in a wide range of actuarial and consulting tasks covering all aspects of pension scheme issues including: • Acting as a key member of the client actuarial team as well as providing direct support to the Scheme Actuary in the provision of actuarial consulting services for assigned clients. • Day to day management of client relationships with trustees and corporate clients, acting as first point of contact where applicable, taking a proactive stance to gain an extensive knowledge of their assigned client portfolio. • Starting to participate at trustees’ meetings. • Detailed involvement in all stages of triennial valuations, funding updates, company accounting work and other actuarial projects. • Finalising valuation letters and reports. • Drafting advice on behalf of Scheme Actuary. • Participating in work related to other legislative requirements and general pensions consultancy. • Preparing final draft client bills for Scheme Actuary and/or Principal, and participating in our internal recovery group meetings. • Undertaking research on topical issues and legislative changes and presenting summaries for management and clients. • Active involvement in non-client based activities e.g. developing and delivering technical training courses. • Contributing to technical sub-committees (TSC) e.g. drafting client briefing notes, press releases and company wide standard letters. Knowledge & experience A proven track record gained within the pensions actuarial consultancy industry is required. Able to demonstrate a very strong understanding of the various key areas of pensions actuarial work, including valuations, scheme funding framework, company accounting standards and knowledge of the pensions legislative environment. In addition the following areas of expertise are important; research, checking, handling complex calculations, strong technical pensions knowledge and project management abilities. (Although not exclusive this role is likely to appeal to individuals with c 5 - 8 years experience.) Previous pre-sales and presentational experience would be of distinct advantage to assist with client meetings and business development activities. Previous project management experience would be required to perform actuarial project based work. Strong IT skills competent in the use of Microsoft Office applications, in particular advanced knowledge of Microsoft Excel. Training, education & qualification A minimum of a 2.1 honours degree (in any discipline), 340 UCAS points or equivalent (excluding General Studies and AS Level grades) including a grade A in A-Level Mathematics or equivalent. Working towards (or have successful attainment of) FIA/FFA qualification. (If applicable the company will actively assist the incumbent in achieving FIA/FFA status by the provision of an actuarial support package as this is a contractual requirement).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=100667Tue, 31 Jan 2012 11:39:23 GMTMy Client is currently looking for an experienced SSAS Administrator in South Manchester/Cheshire. THE ROLE Dealing with all basic aspects of scheme administration including:- • Efficient processing of routine daily post. • Initiating year end reviews, including drafting year end review letters to clients. • Liaising with insurance companies and third parties re asset valuations. • Checking all incoming bank statements for SSAS clients. • Liaising with third parties on investment transactions (eg properties, loans). • Monitoring rental income and loan maintenance payments. • Liaise with member trustees and IFAs as appropriate • Update and maintenance of orderly files and filing system. • Have a sound basic understanding of Inland Revenue Maximum benefit and contribution limits. • Have a sound basic understanding of the principles of the 2004 and 2006 Finance Acts and their impact on SSAS administration (eg Benefit Cystallisation Events, Authorised/Unauthorised Payments, ASP) • Progression with CFP/QPA/MDPSA is desirable. THE CANDIDATE • Have experience is SSAS Administration, including property and Loan administration. • Be conscientious and well organised. • Have good communication skills. • Be able to work as part of a team. • Be self-motivated. • Be able to work to strict deadlines. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.com 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=100646Tue, 31 Jan 2012 11:09:55 GMTSenior New Business Consultant – Birmingham An excellent opportunity to join one of the UK's leading Pensions and Actuarial Consultancies. They are seeking a Senior New Business Consultant to play a major role within their integrated Client Management, New Business and Marketing Team to continue to drive revenue growth by seeking out new clients and deepening relationships with existing ones. The successful candidate will be based in one of 4 offices (London, Birmingham, Glasgow or Edinburgh) and will have particular responsibility for developing new business approach in London, the Midlands and the South. Job Role: •Researching, assessing and defining new sales channels and opportunities to promote services and products, integrating these into the national programme for new business •Partnering with consultants from across all practices to understand their business plans and targets, agreeing with them the prospective clients that should be approached and collaborating with the Heads of three client segments to devise suitable new business approaches •'Warm calling' - following leads gained and making opportunities to put senior consultants in front of prospective new clients •Developing and sponsoring seminars and networking events for existing and prospective clients •Attend industry events and seminars in order to find and develop new client relationships and speaking at conferences to raise the company’s •Delivering new business from existing clients by understanding their business drivers, networking around the organisation and finding new sales opportunities •Promoting customer retention and creative revenue growth •Evaluating and preparing tender and bid opportunities •Coaching other consultants to cross-sell and support the rollout of the consultant business development training module, working closely with the L&D team Experience Required: •Client-focused with excellent influencing and selling skills, together with evidence of strong long-term, senior client relationships (internal and external) •Track record of growing revenue from business consultancy services, preferably with significant experience in corporate pensions and benefits, with sound technical knowledge •Strong commercial awareness of the market with particular emphasis on the corporate/occupational pensions and benefits market in London and the South East •A large portfolio of professional alliances and networks across London and the South East •Capable of presenting the firm's differentiation and always taking the opportunity to up-sell and cross-sell where appropriate •Strong client management skills and strong communication skills in all forms •Minimum degree qualified (or equivalent) or with relevant experience •Positive and tenacious approach to researching, analysing and creating new business opportunities •Willing and able to travel between our offices and to client sites within the UK For more information on this role, please contact Tony Bates 08453701007 or tony.bates@idexrecruitment.com 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=100633Tue, 31 Jan 2012 10:53:04 GMTSenior SIPP Administrator - Nottingham Salary up to £30,000 + benefits A niche SIPP company are looking to appoint a Senior Scheme Administrator, the role will be to provide a first class service to the HNW clients and intermediaries that use the services of this exciting business. You will have at least 2 years experience of dealing with SIPPs and have an excellent appetite to deliver a quality service. A strong communicator is required as you will experience heavy client contact and be able to work well as a team player and individually. An excellent basic package is on offer with the opportunity to progress, many of the senior management team have progress quicky through the business Sunny Everton sunny.everton@idexcrecruitment.com 07814 443000 / 08453 701 007Please 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=100607Tue, 31 Jan 2012 10:35:02 GMTSIPP / SSAS Pensions Administrator - Leicester Salary up to £30,000 + benefits A respect pensions consultancy who are going through an aggressive acquisition drive are keen to add new technical SIPP / SSAS Administrators to the team. The role will be to work closely with Senior Account Managers and Consultants to help deliver a world class service to the clients who use the products. You will have your own scheme / book of clients you deal with which will you will have regular contact with. The business is looking to appoint professionals who have a minimum of 18 months experience in the SIPP / SSAS environment and will help to develop your career longer term with exams and the opportunity to move into other area's within the business longer term i.e. sales, compliance, investments and training. An excellent package is available for candidates who have the right experiences and attitude towards developing their own career. Sunny Everton sunny.everton@idexrecruitment.com 07814 44 3000Please 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=100606Tue, 31 Jan 2012 10:35:01 GMTPensions Administrator Bristol Salary up to £19,500 dependent on experience Working on the Pensions administration team it will be your responsibility to administer Group Schemes as well as liaise with scheme members and third party intermediaries. This is a great opportunity for an individual who wishes to progress their career within Pensions. Key responsibilities & accountabilities • Performing various administration tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths, this includes: • Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company. • Updating relevant pension administration databases and systems. • Logging and scanning post/correspondence. • Handling both Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) queries. • Receiving and handling internal and external telephone queries. • Running automated systems calculations. • Performing manual benefits calculations. Knowledge & experience • Previous office based experience ideally gained within the financial services or pensions industry would be advantageous. This role is likely to appeal to individuals with up to 2 years experience although not exclusive as all applications will be considered on an individual basis. • Able to demonstrate a basic awareness and/or knowledge of pensions industry. • Able to demonstrate a numerical aptitude evidenced by work related experience or academic achievements as listed below. • IT proficient, in particular Microsoft Word, Excel & Outlook.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=100594Tue, 31 Jan 2012 10:06:03 GMTPurpose of the Role: Our client offers a solution to small DB schemes looking to de-risk and ultimately wind-up. Their unique data and insight enables certain schemes to de-risk in a manner most suited to their position and requirements, identifying members with health problems to minimise the cost of de-risking while maintaining the security of member’s benefits. The Pensions Specialist will provide a consistent high quality experience to trustees, employers and advisers throughout the de-risking process and in the transfer of benefits and funds to Partnership. Key Accountabilities: The role will involve managing the portfolio of Scheme enquiries within the Product team: • Supporting the analysing of scheme benefit structures, identifying and resolving queries, ensuring that all parties are aware of Partnership’s requirements and proactively identifying and removing blockages • Preparing Scheme analysis reports • Liaising with internal departments to ensure internal technical and data requirements are captured and progressed • Ensuring that the scheme data passed to the pricing team is in good order and queries with Schemes and Advisers are resolved promptly. • Providing technical support to Schemes, Advisers, the Sales team and other internal departments as required Skills & Knowledge: • Strong and proven experience of working with DB schemes in the UK, with experience of responsibility for aspects of scheme administration and management • Preferably experience of de-risking procedures and principles • Senior administrator, customer service manager, account exec or technical support manager for existing schemes • Sound level of technical knowledge of DB schemes, contracting out, HMRC/DWP requirements and an understanding of funding and investment principles • G60, J04 or J05 qualified or progress towards APMI • Advanced Excel skills Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100589Tue, 31 Jan 2012 09:53:21 GMTPurpose of the Role: Our client offers a solution to small DB schemes looking to de-risk and ultimately wind-up. Their unique data and insight enables certain schemes to de-risk in a manner most suited to their position and requirements, identifying members with health problems to minimise the cost of de-risking while maintaining the security of member’s benefits. The Pensions Specialist will provide a consistent high quality experience to trustees, employers and advisers throughout the de-risking process and in the transfer of benefits and funds to Partnership. Key Accountabilities: The role will involve managing the portfolio of Scheme enquiries within the Product team: • Supporting the analysing of scheme benefit structures, identifying and resolving queries, ensuring that all parties are aware of Partnership’s requirements and proactively identifying and removing blockages • Preparing Scheme analysis reports • Liaising with internal departments to ensure internal technical and data requirements are captured and progressed • Ensuring that the scheme data passed to the pricing team is in good order and queries with Schemes and Advisers are resolved promptly. • Providing technical support to Schemes, Advisers, the Sales team and other internal departments as required Skills & Knowledge: • Strong and proven experience of working with DB schemes in the UK, with experience of responsibility for aspects of scheme administration and management • Preferably experience of de-risking procedures and principles • Senior administrator, customer service manager, account exec or technical support manager for existing schemes • Sound level of technical knowledge of DB schemes, contracting out, HMRC/DWP requirements and an understanding of funding and investment principles • G60, J04 or J05 qualified or progress towards APMI • Advanced Excel skills Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100588Tue, 31 Jan 2012 09:52:09 GMTPensions Administrator - Wokingham Performing all basic and intermediary pensions administration and project related tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths. Key responsibilities include: Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company. Participating in annual projects such as; renewals, benefit statements, life assurance, PHI and pension increases. Handling any data processing and administration tasks, ensuring projects are fully monitored and completed in line with customer and legislation requirements. Ensuring standard documentation is scheme specific, and incorporating them into existing procedures. Monitoring on going procedural developments and implementing changes to procedures where required. First level checking of work completed by more junior staff. In addition, final checking of non-financial work e.g. change of address. Informal training and mentoring of more junior members of the team. Taking responsibility for ad-hoc projects and exercises. Knowledge & experience Previous pensions administration experience of Defined Benefit (DB) schemes including areas such as leavers, retirements, deaths, transfers in, transfers out, monthly processing and investment, benefit statements, renewals and pension increases. Able to demonstrate a basic awareness and/or knowledge of pensions indusPlease 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=100587Tue, 31 Jan 2012 09:45:46 GMTPurpose of the Role: To provide the technical support and relationship management necessary to support the successful transition of Defined Benefit / Final Salary schemes from employers and trustees wishing to ‘de-risk’ by winding-up existing pension arrangements. Key Accountabilities: • Initial on-boarding • Co-ordination of buy-in/buy-out • Technical advice • Relationship management • Scheme installation • Reporting • Maintain competence • Data administration Skills & Knowledge: • Proven experience in Defined Benefit / Final Salary schemes with significant responsibility for aspects of scheme administration management • APMI qualification (minimum G60 would be desirable) • Understanding of founding and investment principals of DB Schemes • Excellent communications skills • Proficient in excel Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100585Mon, 30 Jan 2012 16:56:22 GMTIFA/Director required - Self Employed – OTE £100K + Equity share - ALL leads provided - South Wales/Cardiff Our client is an established mortgage, protection and General Insurance brokerage with over 25,000 clients. With offices in Essex and Cardiff, supported by 9 staff, they now seek to develop the wealth management side of the business through strategic marketing to their existing clients. They require an experienced IFA with a strong investment bias, to build and develop their wealth division from their Cardiff offices. With the backing of Tenets whole of market IFA proposition, for the right candidate this is a rare opportunity to develop your career within a new IFA venture at Director level, and with equity share from day one. Salary available in the early months in order to ease transition. All leads are provided If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100574Mon, 30 Jan 2012 12:27:36 GMTIFA’s required – Employed / Self employed – Colchester / Suffolk / London area - £70K+ Our client is an established IFA business based in Colchester which is now looking for additional financial advisers to join their busy RDR compliant practice. The company offers an RDR focused client proposition which is fee based with clear funds under management objectives. They would be very interested in someone with a single tie or multi tied bank ground which would ideally suit an ex bancassurer or CIS adviser who is looking to develop their IFA knowledge The role could be either self-employed or potentially employed for the right candidate. Whilst the firm can offer clients, the ability to develop client referrals is essential so at least a small client base would be an advantage. Our client offers a generous tiered split fee / commission structure and expectations for earnings are £70k+ per annum. The role can be either office or home based with full administration support. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: PM1120111 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100563Mon, 30 Jan 2012 11:22:15 GMTIFA required - ALL clients provided - Solihull – Employed Salary £30K with OTE £50K+ Our client is one of the most respected wealth management companies in the midlands. With the majority of the incoming business coming from professional connections, they are seeking a professional independent financial adviser to maximise on opportunities Our client is a growing business that is now looking to work with more experienced advisers to become part of their successful team. Successful candidates will have: CAS status, a good track record, looking to maximise, highly organised and have experience with: Sourcing Systems and Trigold You would benefit from: All clients are professionally introduced by Introducers, a diary full of investment opportunities, full admin support including a Paraplanner and the security of working within a good company with fantastic earning potential. Location: This is an office based role based in Solihull If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100524Thu, 26 Jan 2012 11:51:39 GMTPensions Technician - Birmingham - 6 Month Contract Up to £18,000 Market leading financial service organization, with offices in the heart of Birmingham City Centre Looking to recruit a skilled and hard working Pensions Technician, to the established and successful team on a 6 month contract basis. Duties: Handling customer applications for Self Invested Pensions, Personal/Stakeholder Pensions and Pension Transfer In requests in a timely, productive and professional manner Effectively administer Group Personal Pension Schemes Actively seek feedback on the service provided by self and the Team Provide a high quality and technically competent customer service in connection with the handling of all customer enquiries in connection with Personal, Stakeholder, GPP and Self Invested Personal Pension business by Promote the SIPP Centre and the Pension Transfer In process through queries from customers, sales staff and Head Office departments Skills Highly positive attitude towards the delivery of market leading service Sound knowledge of current and historic personal, stakeholder and self invested personal pension legislation. Can do attitude Working knowledge of excel, word and databases Proven experience in a pensions administration role. Good working knowledge of pensions in general. Certificate in Financial Administration (FA2 in particular), Financial Planning Certificate or Certificate in Financial Planning, Pension Management Institute qualifications etc. Diploma and Advanced level qualifications such as J04, J05, G60, AF3 or willingness to study for same. Good standard of education including Maths & EnglishPlease 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=100509Wed, 25 Jan 2012 11:22:13 GMTSSAS Administrator - Leicester Salary up to £25,000 + benefits A skills SSAS Administrator is required to take over a range of schemes for this high quality financial planning practice who operate purely on a fee based basis for wealthy clients and investors. The role will be to provide technical SSAS Administration to a number of schemes and ensure you manage them focussing on client service and care. The team is very friendly and the business offers an excellent working environment. You will be managing client data and speaking with clients and third parties on a regularly basis. A basic salary between £22,000 - £25,000 is on offer along with 25 days holiday + pensions + DIS + flexible benefits. Sunny.Everton@IDEXRecruitment.com 08453 701 007Please 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=100450Tue, 24 Jan 2012 16:07:20 GMTPensions Administrator Description To work as part of a team providing an accurate, reliable and high standard of administration service for basic member events. • Administer basic pensions queries, perform basic pensions calculations and enter pensions data to the required standard using automated system processes or using manual calculations on exceptional cases • Continuous achievement of volume and quality targets set by the business • Action work in accordance with workflow standards • Ensure complaints are notified to the team manager • To work towards the next level of process accreditation as agreed with your manager • To be flexible and adaptable to work demands as advised by the team manager Qualifications • Numerate • GCSE level A-C in English and Maths or equivalent or relevant clerical experience • Ability to work in a team • Ability to follow processes • Computer literatePlease 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=100444Tue, 24 Jan 2012 15:41:14 GMTPensions Administrator Job Description The Pensions team has been growing significantly, positioning my client as the largest specialist corporate pensions advisers. This incredible growth is expected to continue over the next year and beyond and we are looking to recruit outstanding individuals with a commercial edge. There is a wide variety of work available - many of the projects are bespoke and unique and being an expanding business means that the opportunities are there for you to find your niche in the team. Responsibilities - Routine tasks including logging post, photocopying and filing - Basic administration duties such as updating the pensions administration database with change of addresses - Logging and returning original certificates/identification - General office duties - Ad hoc tasks as and when required 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=100441Tue, 24 Jan 2012 15:25:17 GMTThis national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions. However the firm do offer additional services and they are currently seeking to recruit new advisers to their telephone based advisory team at their Head Office in Preston to give advice on annuities. The role will entail providing advice over the telephone to individuals on all matters relating to this product area. Given the clientele and the issues discussed, applicants must have first-class communication skills and the ability to quickly form working relationships with the customer base. In relation to background it is expected that applicants will have financial services experience preferably in a customer facing capacity, such as working for a bank/building society or brokerage. Individuals must also be used to working to target in a compliant fashion and preferably have begun to attain qualifications such as the Certificate of Financial Planning or a relevant mortgage exam (e.g. MAQ or CeMAP). However whilst there is no flexibility on the need for financial services sales experience the company will consider those without professional qualifications. This is a salaried position with the company also providing on the job training and support through further qualifications. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900. For other opportunities please visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100392Mon, 23 Jan 2012 12:08:20 GMTAn exciting opportunity for an experienced Pensions Scheme Owner to join a large Financial Services organisation in Manchester. This is a client facing role and you will be managing the Scheme of one allocated Client. Job Role: •To understand your client's needs and to ensure the day to day and ad-hoc aspects are dealt with in line with their requirements to ensure great customer satisfaction. •To ensure the highest levels of technical accuracy across all aspects of the administration on those schemes •Maintenance of a Database for the Scheme •Be the main day to day business contact for the clients' personnel, prioritising and delivering on their requests in a timely manner. •Provide a centre of Technical Excellence on the Schemes that you are assigned, acting as a referral point for Administration. •Identifying and resolving service issues •Provide 'on the job' training to administration staff as required •Ownership and sign-off of Scheme Event test packs •Ownership of the Administration report ensuring its timely completion and its use as a tool to secure new client work. •Regular audit activity to provide evidence of compliance across the scheme activity •Attend client and third party meetings to provide administration support to the Client Manager. •This role will be a link between the delivery function and the client and will involve significant liaison between India and the UK office for which there will be a significant need for verbal and written communications. Motivating and encouraging team members will also form a substantial part of this role. Skills and Experience Required: •DB and DC experience is essential •Strong teamwork skills •Excellent communication skills •Have strong customer focus •Show initiative and logic •Help in the development of others •Show a commercial awareness For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease 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=100381Mon, 23 Jan 2012 11:15:17 GMTEden Scott is looking to attract an experience IFA sales manager to join a leading IFA firm with offices throughout the UK. The reason the opportunity exists is that due to successful expansion the team have to be slit and additional management required to further grow and develop the already successful teams in Bath and London (Separate roles). The company are a large corporate and are looking for successful managers with specific experience growing and developing teams of advisors, who can demonstrate their delivery of exceeding sales targets. As a sales manager you will be responsible for all aspects of management from recruitment, to training, development, career and performance management through to disciplinaries.. An attractive salary of £60,000 plus £6,000 car allowance, pension contribution and anticipated bonus taking OTE to £80,000. The company are part of a larger organisation allowing staff to grow within their role and move into other areas to allow their career to develop. Applications are welcomed from anyone with experience operating as manager of financial advisors, and can evidence exceeding sales targets through reference or by any other means. If you have any questions or would like an initial discussion please send a CV to chris.connelly@edenscott.com or call 0141 410 1007.http://jobs.ftadviser.com/job-detail.aspx?id=97658Fri, 28 Oct 2011 09:56:56 GMTAn exciting opportunity for an experienced Pensions Scheme Manager to join a large Financial Services organisation in Manchester. This is a client facing role and you will be managing the Scheme of one allocated Client. Job Role: •To understand your client's needs and to ensure the day to day and ad-hoc aspects are dealt with in line with their requirements to ensure great customer satisfaction. •To ensure the highest levels of technical accuracy across all aspects of the administration on those schemes •Maintenance of a Database for the Scheme •Be the main day to day business contact for the clients' personnel, prioritising and delivering on their requests in a timely manner. •Provide a centre of Technical Excellence on the Schemes that you are assigned, acting as a referral point for Administration. •Identifying and resolving service issues •Provide 'on the job' training to administration staff as required •Ownership and sign-off of Scheme Event test packs •Ownership of the Administration report ensuring its timely completion and its use as a tool to secure new client work. •Regular audit activity to provide evidence of compliance across the scheme activity •Attend client and third party meetings to provide administration support to the Client Manager. •This role will be a link between the delivery function and the client and will involve significant liaison between India and the UK office for which there will be a significant need for verbal and written communications. Motivating and encouraging team members will also form a substantial part of this role. Skills and Experience Required: •DB and DC experience is essential •Strong teamwork skills •Excellent communication skills •Have strong customer focus •Show initiative and logic •Help in the development of others •Show a commercial awareness For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease 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=100370Fri, 20 Jan 2012 15:43:28 GMTWith an outstanding reputation in the SSAS and SIPP markets and receiving numerous awards for their product offering, our client is genuinely considered one of the leading providers in this arena. With the business continuing to prosper despite difficult economic conditions, this forward thinking organisation is looking to recruit a Senior BDM to work with existing and new introducers in the Midlands. The role holder will take control of their own panel of IFAs, working with some of the most prestigious names in the industry. Responsibilities will include developing leads from existing introducers, as well as developing income streams from new sources, promoting the firm's leading SSAS, SIPP and family trust products. With a focus on leading by example, successful applicants will have a proven track record of achievement in intermediary sales in a similar environment along with the gravitas and authority to build first class working relationships. A comprehensive understanding of SSAS/SIPP products and their application is essential and progression with relevant advanced qualifications will be viewed favourably. On offer is an attractive remuneration package of £53,000 (including car allowance) + Benefits, reflecting the status of the position. With bonus being uncapped a proactive and ambitious individual can expect to earn a considerable amount. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk quoting reference FS881396. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100341Wed, 18 Jan 2012 11:26:57 GMTOur client was established in 2000, their vision being to create a national company dedicated to providing expert, and truly independent financial advice to private and corporate clients. They have achieved their aim by employing only top-quality independent financial advisers, who advise from a position of informed expertise, underpinned by the highest ethical standards and with a common philosophy: Client relationships are of paramount importance to them and they feel that to be most effective, their advice must be delivered in a long term relationship of mutual trust. The creation and maintenance of such relationships is the key to their success. As an experienced financial adviser, you will have the ability to provide advice and administration support to corporate and individual customers within agreed target markets in order to achieve sales and profit objectives. You are required to: Deliver expert financial advice and a first class customer experience in a commercial manner which meets or exceeds budgeted revenues in a cost effective way Successful candidates will have: • Competent Adviser Status • Have already achieved their diploma (QCF level 4) or are close to it • Some clients but our client have plenty of clients for you to work with. • The ability to build on the existing professional connections Successful candidates will benefit from: The prospect of having a long and rewarding career with a well respected company in the industry including: Basic salary with bonus scheme,23 days holiday, mileage allowance, Private Medical Insurance, PHI, Life Insurance Cover, 4 x death in service and a Pension scheme Location: With offices all over the country our client is now looking to recruit for their Manchester office. Please remember to quote our reference: L0120121http://jobs.ftadviser.com/job-detail.aspx?id=100325Tue, 17 Jan 2012 16:02:43 GMTGroup Pensions Administrator - St Albans Salary up to £22,000 + benefits A highly organised and established national employee benefits consultancy are looking for a Group Pensions Administrator to join the busy team in St Albans. Job Description / Candidate - Strong organisational and communication skills, including letter-writing and the ability to communicate clearly via telephone are essential along with a strong numerical skill set. - Duties will include the administration of and group personal pension schemes and SIPPs including adding and removing members, managing queries via email, telephone and letter and producing legal documentation and updates as necessary for the pension scheme members, the employers and other external parties. - Dealing with pension scheme members and trustee queries. - Candidates need to have previous experience of working within the IFA or employee benefits arena with experience of group pensions An excellent basic salary up to £22,000 with an extensive range of benefits are available for the successful candidate. Sunny Everton IDEX Recruitment sunny.everton@idexrecruitment.com 08453 701 007Please 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=100322Tue, 17 Jan 2012 15:35:21 GMTPension Administrator Overview My client provides services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance. Due to ongoing growth my client is looking to recruit a professional pension’s administrator to support the business on medium size schemes. Responsibilities • Manage a portfolio of clients • Prepare manual and computer generated benefit calculations and related correspondence • Maintain the database; prepare generated benefit calculations and related correspondence • Communicate with clients, their employees and former employees and advisers • Carry out and check cash handling and accounting functions to client pension and related arrangements, liaising with bank and investment managers as appropriate • Process and check client pensioner payrolls, including calculation of net pay, arranging payments, liaison with tax offices and preparation of year end returns • Liaise with authorities including DWP, HMRC, The Pensions Regulator and the Information Commissioner • Read, research and understand documentation relating to each scheme, for example, deeds • Check work of other team members, ensuring accuracy and compliance with procedures and legislation, as agreed • Prepare annual benefit statements , as required, (NB not applicable for PPF schemes) • Attend client and prospect meetings • Demonstrate a clear understanding of how the PPF operates and the nature and type of compensation (specific for PPF Administration) • Adhere to specific targets, carry out calculations and tasks involved in working on PPF schemes, and respond to the need for a rapid turnaround of work (specific for PPF Administration) Competencies Good problem solving skills and strong attention Knowledge of pension scheme legislation GCSE Maths and English at grade C and above is essential. QPA or progress with other relevant qualifications such as with PMI examinations would be an advantage. A willingness to make progress towards a professional qualification would be a benefit; however proven experience in the role is more desirable than other academic achievement. Relevant Financial Services experience or a background in DC or DB pension administration would be a requirementPlease 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=100316Tue, 17 Jan 2012 13:18:39 GMTAn international employee benefits consultancy with an enviable reputation, our client is bolstering its pensions administration team in Manchester and is actively seeking experienced individuals. Ideally the organisation would prefer to speak with candidates who have worked within other third party, actuarial or benefit consultancies with a working understanding of occupational pension schemes (Defined contribution and defined benefit). The position will entail the ongoing administration of a portfolio of group schemes (updating records, transferring benefits, calculating benefits, providing statements and processing retirements) with the administrator also responsible for queries arising from pension scheme members, IFAs and pension managers. Therefore an excellent degree of technical knowledge combined with professionalism and an eye for detail is vital. The company offers an attractive benefits scheme which includes flexible working hours, support with examinations, a bonus scheme and a very good pension. The company prides itself on supporting and developing its staff which means that promotion to supervisory roles is extremely common. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900. For other opportunities please visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100312Tue, 17 Jan 2012 11:50:51 GMTAn international employee benefits consultancy with an enviable reputation, our client is bolstering its pensions administration team in Manchester and is actively seeking experienced individuals. Ideally the organisation would prefer to speak with candidates who have worked within other third party, actuarial or benefit consultancies with a working understanding of occupational pension schemes (Defined contribution and defined benefit). The position will entail the ongoing administration of a portfolio of group schemes (updating records, transferring benefits, calculating benefits, providing statements and processing retirements) with the administrator also responsible for queries arising from pension scheme members, IFAs and pension managers. Therefore an excellent degree of technical knowledge combined with professionalism and an eye for detail is vital. The company offers an attractive benefits scheme which includes flexible working hours, support with examinations, a bonus scheme and a very good pension. The company prides itself on supporting and developing its staff which means that promotion to senior/supervisory roles is extremely common. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900. For other opportunities please visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100310Tue, 17 Jan 2012 11:49:56 GMTAn international employee benefits consultancy with an enviable reputation, our client is seeking to recruit an additional number of senior pension administrators to cover existing team members who will be undertaking a project. The contract will be a fixed term one until 30th June 2012 with the possibility of permanent employment at the end given the company's ongoing growth. Given the quality of the staff they are replacing, the organisation is seeking to speak with candidates who have worked within other third party, actuarial or benefit consultancies with a working understanding of occupational pension schemes (Defined contribution and defined benefit). The position will entail the ongoing administration of a portfolio of group schemes (updating records, transferring benefits, calculating benefits, providing statements and processing retirements) with the administrator also responsible for queries arising from pension scheme members, IFAs and pension managers. Therefore an excellent degree of technical knowledge combined with professionalism and an eye for detail is vital. Please speak with Exchange Street regarding hourly rates but the permanent staff are paid £22,000 - £28,000 per annum (plus extensive benefits) as a guide. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900. For other opportunities please visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100307Tue, 17 Jan 2012 11:47:14 GMTEmployee Benefits Consultant - Kettering Salary between £30,000 - £35,000 + bonus + potential longer term Directorship A newly created financial planning business which is going to launch in March 2011 are looking to initially appoint an Employee Benefits Consultant who has good technical knowledge of Group Pensions and Risk. The Managing Director has an excellent business model and a loyal bank of clients and professional introducers which include two Legal firms and a Chartered Accounts which have been developed over a long, successful career as a Director of a leading IFA. The main purpose of the role will be to nuture the existing relationships with clients and introducers and as well as develop new ones using the MD's connections. You will have compliance, administration and technical support and you will have the chance to work towards an equity share longer term. An excellent basic salary is on offer up to £35,000 + a strong bonus structure with a exciting new business.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=100305Tue, 17 Jan 2012 11:35:31 GMTSenior Pensions Administrator An exciting opportunity has arisen with my client, a leading global provider of consulting and outsourcing based in the West Midlands. Due to constant growth they are looking to expand their pension administration department. This would be fantastic step up for an experienced and hard working Pensions Administrator. Duties: •Perform complex pensions calculations, answer complex pension enquiries to the required standard •Continuous achievement of volume and quality targets set by the business •Undertake checking activity as required to support team members •To promptly and professionally communicate with clients and scheme members on complex queries as required by letter, e-mail and telephone •To accurately record own time spent, in accordance with standard procedures. •To work towards the next level of process accreditation as agreed with your manager •To assist with trustee meetings •Provide support and guidance for other team members 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=100219Tue, 17 Jan 2012 09:54:25 GMTVacancy: Part Qualified/Newly Qualified Actuary My client is an independent firm of actuaries and consultants offering a full range of services to trustees, employers, insurance companies and individuals. The business is based on a culture which aims to provide all clients with a high-quality professional service through strong personal relationships and tailored solutions. We started in 1989 my client had 16 people they now have over 500. Now looking for ambitious nearly or newly qualified Pensions Actuaries to help us to continue to grow. We currently have two positions and are looking for enthusiastic applicants to apply sound technical skills to an active, consulting role, being the lead day-to-day contact on a portfolio of clients, providing support to the Scheme Actuary and helping to develop junior members of the team. You need to have top class technical skills, be sensitive to the needs of your clients and be able to work effectively with senior and junior colleagues in a close-knit team. Excellent consultancy and communication skills are essential to succeed in these roles. You will enjoy a friendly working environment in attractive offices with an independent management team, open to fresh ideas and challenges. A competitive package is on offer with an annual bonus and flexible benefits package.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=100218Tue, 17 Jan 2012 09:54:24 GMTPension Technician Up to £18,000 dependant on skills and experience 6 month fixed term contract Birmingham Key Areas of Responsibility Customer Service • Handling customer applications for Self Invested Pensions, Personal/Stakeholder Pensions and Pension Transfer In requests in a timely, productive and professional manner • Effectively administer Group Personal Pension Schemes in a timely, productive and professional manner • Taking ownership of all customer enquiries • Challenging self to handle as many enquiries as possible each working day • Immediately escalating issues that cannot be resolved that day to Team Manager Technical expertise Provide a high quality and technically competent customer service in connection with the handling of all customer enquiries in connection with Personal, Stakeholder, GPP and Self Invested Personal Pension business by: • Background reading to keep abreast of changes in pensions legislation • Studying for or acquisition of a recognised pension qualification • Sharing knowledge with other Team members Promotion of the SIPP Centre and the Pension Transfer In Process Promote the SIPP Centre and the Pension Transfer In process through • Attendance at new Financial Consultants’ Training Courses • Attendance at Area Team Meetings • Keeping Financial Consultants up to date with developments • Quality responses to queries from customers, sales staff and Head Office departments Skills Essential • Highly positive attitude towards the delivery of market leading service • Sound knowledge of current and historic personal, stakeholder and self invested personal pension legislation. • An organised and flexible approach to work • Able to work quickly and accurately when under pressure • Team player • An understanding of the tax regime and contribution rules for Pensions and Annuities • An organised and flexible approach to work • Comfortable working with individuals of all levels both within the company and outside. • Willing to raise issues and ensure that concerns are heard Qualifications • Proven experience in a pensions administration role. • Good working knowledge of pensions in general. • Certificate in Financial Administration (FA2 in particular), Financial Planning Certificate or Certificate in Financial Planning, Pension Management Institute qualifications etc. • Good standard of education including Maths & EnglishPlease 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=100217Tue, 17 Jan 2012 09:54:23 GMTPensions Administrator Solihull A leader in pension and benefits outsourcing is recruiting for a Pensions Administrator to work with their premier clients in a busy but professional environment. The ideal candidate will have experience of working on Defined Benefit or Defined Contribution scheme. Your duties will include: • Confidently performing pension calculations and entering data • Answer a wide range of enquiries • Work towards, and achieve service level agreements whilst maintaining quality targets • Supporting team members by undertaking necessary checking activities • Act as the first point of contact for member communication by letter, email and telephone • Confidently communicate with clients and scheme members The successful candidate will have relevant pension’s knowledge or have previous experience in benefits administration. You should be making progress towards your DPC / QPA qualification and be able to demonstrate some technical knowledge.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=100212Tue, 17 Jan 2012 09:54:11 GMT1. Provide administration and analytical support to consultants to ensure the retention and development of Health & Benefits clients 2. Provide quality administration support to clients with regard the transactional elements of their Health & Benefits scheme 3. Assistance in the retention and development of existing clients, and the identification and development of new clients and renewal of allocated clients KEY ACTIVITIES 1. Obtain information from insurers to enable scheme analysis to be carried out 2. Maintenance of H&B analytical tools and production of output for clients and consultants 3. Complete market review in line with consultants requirements, collation and output of results in appropriate format 4. Obtain renewal/review terms from insurers and present in an appropriate format 5. Production of draft standard report in line with consultants and clients requirements 6. Liaison with insurers to ensure delivery of data, renewal terms and quotations in appropriate timescales 7. Monitor insurers performance on behalf of clients 8. Provide transactional administration services to clients 9. Renewal/review of client portfolio allocated 10. Negotiation with insurers to achieve best terms for client KEY SKILLS / COMPETENCIES 1. Group Risk experience 2. Strong client focus 3. Excellent written and verbal communication 4. Excellent prioritising and organisational skills 5. Numerate and confident in the use and interpretation of data 6. Good team working skills 7. Excellent Excel and Word skills 8. Solid administration background within a similar organisationPlease 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=100186Mon, 16 Jan 2012 15:21:48 GMTPensions Administrator – Bracknell A leading professional service firm specialising in risk, Insurance and employee benefits, are currently in search for an experienced pension’s administrator to work within the defined benefits team located in their Bracknell Office. The role will consist of all routine administrative duties including: • Prompt investment of scheme contributions • Producing benefit statements • Maintaining scheme/member databases • Year end processes • Calculating member benefits and processing member events • Calculate benefits for members of the scheme both manually and using the administration system • Prepare data to be passed to investment managers • Prepare correspondence for issue to members and other client representatives The ideal Candidate will be • Experienced within Pension Scheme Administration • Be competent in the Administration of money Purchase Schemes • Organised, Computer Literate with strong numeric and organisation skills In return, our Client is offering a competitive package with a salary up to £25,000 and a wide range of benefits. For more information please contact Estee Venter on 08453 701007 or email Estee.Venter@idexrecruitment.comPlease 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=100133Wed, 11 Jan 2012 11:33:32 GMTPensions Technician - Birmingham - 6 Month Contract Up to £18,000 Market leading financial service organization, with offices in the heart of Birmingham City Centre Looking to recruit a skilled and hard working Pensions Technician, to the established and successful team on a 6 month contract basis. Duties: Handling customer applications for Self Invested Pensions, Personal/Stakeholder Pensions and Pension Transfer In requests in a timely, productive and professional manner Effectively administer Group Personal Pension Schemes Actively seek feedback on the service provided by self and the Team Provide a high quality and technically competent customer service in connection with the handling of all customer enquiries in connection with Personal, Stakeholder, GPP and Self Invested Personal Pension business by Promote the SIPP Centre and the Pension Transfer In process through queries from customers, sales staff and Head Office departments Skills Highly positive attitude towards the delivery of market leading service Sound knowledge of current and historic personal, stakeholder and self invested personal pension legislation. Can do attitude Working knowledge of excel, word and databases Proven experience in a pensions administration role. Good working knowledge of pensions in general. Certificate in Financial Administration (FA2 in particular), Financial Planning Certificate or Certificate in Financial Planning, Pension Management Institute qualifications etc. Diploma and Advanced level qualifications such as J04, J05, G60, AF3 or willingness to study for same. Good standard of education including Maths & EnglishPlease 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=100123Wed, 11 Jan 2012 06:03:53 GMTNearly/Newly Qualified Actuary – Bristol – Salary Dependent on Experience An excellent opportunity for a nearly/newly qualified Actuary to join a financial services organisation to provide high quality pensions actuarial and consultancy support to the Senior Consultant. Working closely with both Principals and the client’s Senior Consultant to ensure effective and timely provision of actuarial and consultancy services. Job Role: •You will be involved in a wide range of actuarial and consulting tasks covering all aspects of pension scheme issues •Acting as a key member of the client actuarial team as well as providing direct support to the Scheme Actuary in the provision of actuarial consulting services for assigned clients. •Day to day management of client relationships with trustees and corporate clients, acting as first point of contact where applicable •Detailed involvement in all stages of triennial valuations, funding updates, company accounting work and other actuarial projects. •Finalising valuation letters and reports. •Preparing final draft client bills for Scheme Actuary and/or Principal, and participating in our internal recovery group meetings. •Undertaking research on topical issues and legislative changes and presenting summaries for management and clients. •Informal mentoring and developing of less experienced actuarial team members, including providing support throughout their actuarial examinations. •Assisting with appraisals and recruitment activities where required, as well as supporting team leader in general HR and performance issues. Skills and Experience Required •A proven track record gained within the pensions actuarial consultancy industry is required. Able to demonstrate a very strong understanding of the various key areas of pensions actuarial work, including valuations, scheme funding framework, company accounting standards and knowledge of the pensions legislative environment. In addition the following areas of expertise are important; research, checking, handling complex calculations, strong technical pensions knowledge and project management abilities. •Previous pre-sales and presentational experience would be of distinct advantage to assist with client meetings and business development activities. •Previous project management experience would be required to perform actuarial project based work. •Strong IT skills competent in the use of Microsoft Office applications, in particular advanced knowledge of Microsoft Excel. •A minimum of a 2.1 honours degree, 340 UCAS points or equivalent (excluding General Studies and AS Level grades) including a grade A in A-Level Mathematics or equivalent. •Working towards (or have successful attainment of) FIA/FFA qualification. (If applicable the company will actively assist the incumbent in achieving FIA/FFA status by the provision of an actuarial support package as this is a contractual requirement).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=99981Tue, 10 Jan 2012 09:32:51 GMTPensions Administrator Bristol Salary up to £19,500 dependent on experience Working on the Pensions administration team it will be your responsibility to administer Group Schemes as well as liaise with scheme members and third party intermediaries. This is a great opportunity for an individual who wishes to progress their career within Pensions. Key responsibilities & accountabilities • Performing various administration tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths, this includes: • Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company. • Updating relevant pension administration databases and systems. • Logging and scanning post/correspondence. • Handling both Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) queries. • Receiving and handling internal and external telephone queries. • Running automated systems calculations. • Performing manual benefits calculations. Knowledge & experience • Previous office based experience ideally gained within the financial services or pensions industry would be advantageous. This role is likely to appeal to individuals with up to 2 years experience although not exclusive as all applications will be considered on an individual basis. • Able to demonstrate a basic awareness and/or knowledge of pensions industry. • Able to demonstrate a numerical aptitude evidenced by work related experience or academic achievements as listed below. • IT proficient, in particular Microsoft Word, Excel & Outlook.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=99972Mon, 9 Jan 2012 16:23:52 GMT