http://jobs.ftadviser.com/pensions.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5This global financial services provider distributes its specialist products via the IFA channel in the UK. Promoting a market leading and innovative product range they are currently expanding their team of Broker Consultants and require an Account Manager for the local panel. This is part of a nationwide strategy to grow market share whilst further building the company brand. Supported by a telephone based team you will be the field based broker consultant servicing a panel of the key account IFAs, dealing with existing contacts with a view to developing long-term business relationships, whilst also building new business through pro-active marketing and networking. You will be currently, or recently, operating as a Broker Consultant and will have a proven track record of developing business growth through account management and new business generation. Salary will be £30,000 to £40,000 plus excellent benefits and an OTE of over £60,000. Please call Chris Connelly on 0141 202 3100 or email chris.connely@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62005Tue, 8 Jun 2010 18:43:04 GMTJohnstonGreer require experienced broker consultants to join a boutique investment house, who are expanding their field based sales team due to continued success. The company offer niche products, aimed at ultra high net worth private clients and institutional investors, which are designed and managed by a leading edge team of investment and asset managers. The position is a development role, with a small number of existing introducers across the region, so you will need strong contacts and knowledge of the local IFA market. You will benefit from an in house team of telephone based account managers that will pick up business from smaller accounts, allowing you to focus on your target clients to build strong bonds and spend time to use your technical knowledge to effectively promote the company’s complex product suite. Applicants will be qualified to FPC level as a minimum and have a background as a broker consultant, account manager or business development manager with a life office, investment house, asset manager and other specialist area. A generous package of up to £60,000 is on offer with an uncapped bonus scheme with OTE of around £120,000, and a full 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=62006Tue, 8 Jun 2010 18:45:46 GMTJohnstonGreer 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 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 GMTThis national firm is highly respected throughout the financial industry and the IFA division is a major subsidiary of the parent group working in tandem with a strong group of companies who have continued to flourish during the recent financial climate. Branch based you will operate on an independent basis, dealing predominantly with investment advice to walk-in customers whilst benefiting from a rich source of leads from retail staff. Additionally there is a large client bank and other internal introducers. A crucial element of the role is to maximise business opportunities by creating strong relationships with colleagues. The successful candidate will be FPC/CFP qualified and have experience of working in a bancassurance environment as an independent financial advisor, financial planner, financial consultant or financial planning manager; you will be a team player who is both innovative and ambitious. In return you will receive a salary of £28,000, £4,800 car allowance, quality pension and a realistic target resulting in excellent bonus potential. Please call Chris Connelly on 0141 202 3100 or email your details to chris.connelly@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.http://jobs.ftadviser.com/job-detail.aspx?id=62010Tue, 8 Jun 2010 18:58:24 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 GMTSuccessful Investment management firm seeking Senior Pensions Consultant to join team. As pensions consultant you will be the technical expert within the firm, providing new and existing HNW clients advice on pensions, especially on SIPPs, occupational pensions. You will be solely providing advice and not selling to these clients. You will benefit from a client bank that include clients from FTSE 100. To be considered you will be authorised and an expert in the field of pensions. You will ideally hold G60 with a wealth of experience as a pensions consultant in your previous role. This role would also suit a pensions paraplanner wanting to move into an advisory role. Salary up to £45k, 10% bonus with a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=66213Thu, 29 Jul 2010 15:36:07 GMTSenior Pensions Administrator required for a reputable nationwide organisation. 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. Acting as a key member of the pensions administration team, providing support to the team leader. 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. To be considered previous pensions administration experience of Defined Benefit (DB) and Defined Contributions (DC) schemes required. Educated to a minimum of A Level or Degree or equivalent standard. Excellent salary and benefits on offer.http://jobs.ftadviser.com/job-detail.aspx?id=66203Thu, 29 Jul 2010 15:25:50 GMTExcellent opportunity for a new business orientated DC specialist to join a large established team. Working closely with key stakeholders, you will consult with medium and large organisation presenting DC solutions for both trust and contract pensions. You will be the first person in the office to have this role exclusively thus the short and medium term prospects are exciting. To apply, you must be working in the DC pensions arena ideally with a broad skills set across trust and contract based solutions. Professionally qualified, we are expecting candidates to possess ACII, APMI, FIA or equivalent. The successful applicant will, in addition to a comprehensive technical knowledge, demonstrate the ability to build relationships and secure new business wins. Package is excellent with generous salary, car allowance, pension, comprehensive package and bonus seeing over reward comfortably into six figures.http://jobs.ftadviser.com/job-detail.aspx?id=66147Thu, 29 Jul 2010 13:09:44 GMTOur client wishes to recruit several Pension Transfer Consultants to join a team, initially for a six month fixed term contract. The role is mainly to provide telephone based pension transfer advice to individual pension scheme members and to write and produce personalized Pension Transfer Recommendation reports for individual pension scheme members. The role may be based at existing sites located in Bracknell or Leeds. Responsibilities: • Pro-actively contact pension scheme members to encourage them to engage in the offer/advisory process. • Assist members in completing Fact Find questionnaires over the telephone and clarify their circumstances and objectives. • Produce and peer review individual Pension Transfer Recommendation reports. • Conduct telephone meetings with members to discuss advice and recommendations • Maintain required documentation and records. • Undertake CPD as required to maintain competence as a Pension Transfer Specialist Essential: • Advisory experience within an IFA environment including advising on Retirement Options, Pension Transfers and Enhanced Transfer Value offers. • 5 GCSE/ O Levels including English and Mathematics • Full Financial Planning Certificate (or equivalent) • Competent in use of MS applications (Word, Excel, Outlook) Competencies: • Working Collaboratively • Communication and Influencing • Client Focus • Flexibility in work approach • Good fact-finding and advisory skills • High level of knowledge of the pensions market place and investmentshttp://jobs.ftadviser.com/job-detail.aspx?id=64256Wed, 7 Jul 2010 11:51:21 GMTExcellent opportunity for a new business orientated DC specialist to join a large established team. Working closely with key stakeholders, you will consult with medium and large organisation presenting DC solutions for both trust and contract pensions. You will be the first person in the office to have this role exclusively thus the short and medium term prospects are exciting. To apply, you must be working in the DC pensions arena ideally with a broad skills set across trust and contract based solutions. Professionally qualified, we are expecting candidates to possess ACII, APMI, FIA or equivalent. The successful applicant will, in addition to a comprehensive technical knowledge, demonstrate the ability to build relationships and secure new business wins. Package is excellent with generous salary, car allowance, pension, comprehensive package and bonus seeing over reward comfortably into six figures.http://jobs.ftadviser.com/job-detail.aspx?id=66037Tue, 27 Jul 2010 16:41:55 GMTInvestment Analyst - Pension Funds £39,000 basic plus excellent benefits & bonus Berkshire, Leeds, Birmingham & London My client are a leading global provider of investment consulting services, typically to FTSE 100 and 250 institutions. The need has arisen for several investment analysts to join their business in Berkshire, London, Birmingham, Leeds and Liverpool. Supporting experienced Analysts and Investment Consultants your role will involve proactively producing and monitoring investment reports and performing calculations geared towards pension funds. You will prepare your findings and on occasion will participate in client meetings, presenting sections of your findings highlighting key factors. Secondly, you will be responsible for drafting investment strategy and manager structure reports using relevant modelling tools and assist with manager selection. Working as part of a team you will be required to deal with routine queries from clients, investment managers and any other relevant third parties. Successful Applicants must be able to demonstrate an understanding of the pension and investment marketplace, specifically how pension funds operate in various market conditions. You will either be fully or part CFA qualified and willing to complete the IMC in due course. Academically, you will be of graduate calibre (ideally a numerate degree discipline) with grade B or above in A’level Maths or equivalent. On offer is a basic salary of circa £39,000 plus excellent company benefits and bonus, and more importantly a chance to join a truly global consulting business that offer fantastic career development prospects.http://jobs.ftadviser.com/job-detail.aspx?id=66011Tue, 27 Jul 2010 16:10:38 GMTAccount Managers, Investment Specialists, Pension Specialists, Protection Specialists. Vacancies UK Wide to £40k + car + bonus + benefits In challenging market conditions, the difference between top performers and others is even more marked. Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result, many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles. Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent skills experience and location, you could be considered for any specialism or more general account manager roles. Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Bridget Kenny-Levick or Paul Harper on 0117 920 0060 or email your CV to cv@paulharpersearch.co.uk quoting reference PSH/BKL/Broker Sales.http://jobs.ftadviser.com/job-detail.aspx?id=46358Tue, 5 May 2009 11:09:32 GMTTop Life Office seeks Intermediary Sales Professionals – Nationwide £35k -45k Basic + car + uncapped bonus (six figure earnings expected) Job Ref: 2669 At a time when many life offices are cutting field staff numbers our client is undertaking a programme of sales force growth to take advantage of the natural flight to quality occurring in the market at present operating in the wealth space offering a range of investment and pension products. Our client is a leading Life Office with an instantly recognisable brand Top consultants currently earn salaries approaching £200,000 and a very significant proportion earn at least six figures. If you are a top intermediary sales professional currently selling investment and pension products for the IFA market and feel you are being blocked from achieving your true potential in earnings this could be the opportunity you’ve been looking for. You will need an excellent track record in sales along with excellent transferable relationships. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting job reference BKL/2669 or call Bridget Kenny-Levick or Paul Harper on 0117 920 0060http://jobs.ftadviser.com/job-detail.aspx?id=46845Sun, 24 May 2009 14:25:39 GMTSIPP Administrator – Leicester – up to £27,500 Our client are seeking an experienced SIPP Administrator to work within a busy team providing a high level of service to a portfolio of SIPPs and provide a high level of technical and administrative support to Account Advisor. Job Role • Set up new SIPPS using a diary system, and prepare draft suitability reports • Effect transfers into SIPPs and prepare draft suitability reports • Prepare for client meetings • Carry out the renewals of SIPP arrangements. • Oversee and provide guidance in respect of property purchase / sales and borrowing • Process claims arising from death and illness, including the calculation of final remuneration and benefits payable • Process retirement claims and prepare draft suitability reports • Provide BCE statements and other required confirmation to client • Monitor client accounts, in particular with the payment of pensions • Maintain a diary confirming the date of drawdown quinquennial anniversaries • Obtain plan valuations for the purposes of income drawdown calculations • Process changes to Schemes and produce bespoke Documents • Process tax reclaims • Carry out other routine administration tasks and deal with client queries • Perform calculations including, maximum contributions allowable, maximum borrowing, tax free cash, minimum and maximum income withdrawals, death benefits and calculate retirement benefits • Provide information to and liaise with SIPP Providers and Actuaries Person Specification • It is essential that you hold FPC 1, 2 and 3 (or equivalent) • You will have GCSE’s at grade c or above in English Language and Maths • You should have experience in a client servicing and administration role, ideally financial services experience with an IFA • You must have good technical knowledge of SIPPs and their use in financial planning • You will demonstrate the ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, the Revenue and other professional connections via various methods • The ability to operate an effective diary system • Have the ability to maintain filing systems and create and maintain accurate computer records (Omni, Access, Excel) • You should be willing to undertake further study to improve your technical knowledge Footnote: 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. 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=65993Tue, 27 Jul 2010 11:56:26 GMTMy client is a pension’s consultancy based in Leicester who are interested in expanding their team of Pensions Account Managers. The role is a great opportunity for SIPP or SSAS experienced individuals to develop their skills further and route towards becoming a Pensions and Investments Consultant. This Pensions Account Manager role involves administering a varied portfolio of products and dealing with all aspects of client’s affairs within agreed timescales. The role will have direct contact with clients and has you will have full responsibility for the schemes. The type of person right the company must be eager to progress within a thriving practice and be confident when dealing with HNW clients. In return you can expect excellent career progression as well as an excellent basic package including an annual salary review, bonus and benefits including share incentive plan, DIS and life assurance. 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=65983Tue, 27 Jul 2010 11:54:05 GMTMy client is keen to speak with experienced SIPP Administrators with the opportunity to join a thriving team in South Manchester. The role will involve managing a portfolio of clients and being the first point of contact for any changes or queries regarding the schemes. - dealing with clients, IFAs, investment companies and other 3rd parties via telephone or e-mail - Providing annual scheme reviews and valuations - Invoicing clients in accordance with company fee shedueles - Dealing with loan back applications and coordinating security requirements As a business they are keen to invest in peoples future by offering the chance to studying professional qualifications. An excellent basic package is available which is be dependent on candidates skill levels and experience. 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=65922Tue, 27 Jul 2010 11:06:38 GMTMy client is keen to speak with experienced SSAS Administrators with the opportunity to join a thriving team in Manchester. The role will involve managing a portfolio of clients and being the first point of contact for any changes or queries regarding the schemes. - dealing with clients, IFAs, investment companies and other 3rd parties via telephone or e-mail - Providing annual scheme reviews and valuations - Invoicing clients in accordance with company fee schedules - Dealing with loan back applications and coordinating security requirements As a business they are keen to invest in peoples future by offering the chance to studying professional qualifications. An excellent basic package is available which is be dependent on candidates skill levels and experience. 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=65919Tue, 27 Jul 2010 11:03:10 GMTA Senior DC administrator is now being sought by an in house in pension’s consultancy and administration to join their Birmingham office. You will manage the completion of consulting assignments with a view to taking on principal responsibility for nominated clients. You will act as the local DC expert, assisting colleagues on DC projects, design reviews, and other operational needs. The successful candidate will have experience in senior pensions administrator role, preferably in house with advanced knowledge of the UK pensions industry. You must also be able to demonstrate a high level of knowledge derived from implementation of DB and DC benefits. Candidates should be PMI qualified or hold similar qualifications. This organisation offers a strong salary and benefit package as well as providing employees with excellent career progression and study support. 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=65873Tue, 27 Jul 2010 10:38:57 GMTSuccessful Investment management firm seeking Senior Pensions Consultant to join team. As pensions consultant you will be the technical expert within the firm, providing new and existing HNW clients advice on pensions, especially on SIPPs, occupational pensions. You will be solely providing advice and not selling to these clients. You will benefit from a client bank that include clients from FTSE 100. To be considered you will be authorised and an expert in the field of pensions. You will ideally hold G60 with a wealth of experience as a pensions consultant in your previous role. This role would also suit a pensions paraplanner wanting to move into an advisory role. Salary up to £45k, 10% bonus with a full benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=65785Mon, 26 Jul 2010 15:59:40 GMTSenior Pensions Administrator required for a reputable nationwide organisation. 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. Acting as a key member of the pensions administration team, providing support to the team leader. 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. To be considered previous pensions administration experience of Defined Benefit (DB) and Defined Contributions (DC) schemes required. Educated to a minimum of A Level or Degree or equivalent standard. Excellent salary and benefits on offer.http://jobs.ftadviser.com/job-detail.aspx?id=65769Mon, 26 Jul 2010 15:34:02 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 GMTThe Tenet Group, the UK's largest independently owned IFA group, is looking to build upon its existing excellent suite of training services. Due to our dedication to developing our Clients and their business' we are looking to recruit an additional Trainer to provide professional training and support in readiness for our IFA Clients completing their Diploma/QCF Level 4 examinations and any such exams that may be introduced in this ever changing regulatory landscape. This role will involve the following: * Producing relevant training materials and the delivery of such courses both onsite at Head Office and in selected training centres around the UK * Producing sample test papers and auditing results and identifying development areas/skills gaps and supporting IFA's to overcome such gaps * Maintaining own professional competence by way of relevant studies and achieving ongoing exams to remain at the forefront and leading by example This role requires an individual who is able to demonstrate the following competencies, qualifications and attitude: * Diploma qualified as a minimum ideally with progression towards Chartered * Experience of developing and leading IFA's to develop be that in on a one to one basis or in a class room scenario * A positive 'can do' and engaging approach to development whilst adapting own style to lend to the learning needs of others * Able to undertake national travel with frequent over night stays - this will be managed according to business demands We are keen to hear from individuals who may be interested in either a Permanent employed position or as a Contractor on a flexible basis as we may have capacity for more than one person. We offer a competitive package and the opportunity to be part of developing our business and that of our Clients. If you are interested in this role or a career with the Tenet Group then please contact Joanne McPherson in the HR department on 0113 2390011.http://jobs.ftadviser.com/job-detail.aspx?id=65741Fri, 23 Jul 2010 17:13:32 GMTThe Tenet Group, the UK’s largest independently owned IFA group, is currently looking to appoint a Research Assistant to support our Technical and Research Officers based in our Andover office. As a driving force in the financial services industry we offer our clients robust and professional support services and partnership in an ever changing market place. The main duties and responsibilities of this role are as follows: • Assisting the Group Research & Technical Team in their general duties of product analysis, dissemination of research information providing technical support to the IFA Clients • Manning the telephone helpdesk assisting with IFA technical enquiries across a wide range of generic and product areas • Liaison with product providers to ensure up to date information is held and distributed to the our Clients • Assist in product analysis and review • Provide support to IFA Clients and other internal departments, particularly in the areas of pensions and investments This role requires an individual who can demonstrate the following skills, experience and competencies: • Work experience as a Paraplanner, Sales Support Assistant or as an Adviser (ideally in IFA environment) • FPC/Equivalent - Progress towards the Diploma would be advantageous • Strong IT Skills – including Excel • Excellent telephone manner • Strong interpersonal/communication skills • Current knowledge of the FS Industry – products and regulation This role offers a competitive salary and the opportunity to join a market leader. To apply please forward your cv and covering letter to Joanne McPherson at the Tenet Group.http://jobs.ftadviser.com/job-detail.aspx?id=65739Fri, 23 Jul 2010 16:40:27 GMTA leading provider of pension administration services is seeking an experienced pension’s individual to join the business within a pension’s administrator role. You will be responsible for providing administration services in relation to pension scheme events, including pension calculations manual and automated, scheme renewals and adhoc projects. To be considered for this role you will have current experience as a pension’s administrator, ideally with experience gained with schemes currently in wind up and have excellent communication and attention to detail skills. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65724Fri, 23 Jul 2010 12:40:04 GMTA leading provider of pension administration services is seeking an experienced pension’s individual to join the business in a senior customer relations adviser role. You will be responsible for responding to and resolving wide ranging scheme member queries, through a member helpline and email service. You will also coach and mentor more junior advisers and carry out peer review as required. To be considered for this position you will need to demonstrate hands on experience within pension administration environment, have excellent customer service and organisational skills and ideally be progressing through professional qualifications. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65723Fri, 23 Jul 2010 12:21:11 GMTOur client is an ambitious Pension Specialist with a strong presence in the UK market and a household brand name. It is looking for a motivated Intermediary sales professional to join its top performing sales force in Scotland. This is an opportunity to make your mark in the company by taking on a panel of high quality IFA’s who have had limited contact in recent months. Hunger and drive is essential to be successful in this role - your success will be determined by you. You should hold FPC or equivalent qualifications and have a good understanding of the Pensions market; G60 qualification is desirable but not essential. IFA relationships in the area would be a distinct advantage. The role will be home based and you will be responsible for a panel of accounts covering Aberdeen Dundee and the North of Scotland. This role offers a competitive basic salary with the chance to easily double your earnings within your first year. An extensive benefits package and company car will be also be provided. To be considered for this excellent opportunity then please send your CV to cv@paulharpersearch.co.uk quoting job reference LS/2887 or call Lauren Sunderland on 0117 9200060 for more information.http://jobs.ftadviser.com/job-detail.aspx?id=63155Thu, 24 Jun 2010 10:47:23 GMTWorking for a High Net Worth, Wealth Advice Business, that is vastly growing and currently employing over 750 individuals in more then 20 locations in the United Kingdom, aiming to become the UK's leading provider of Wealth Advice. Due to the company's rapid expansion, they are now seeking intelligent and professional Bespoke Paraplanners throughout the UK, offering a good basic salary as well as an excellent employee benefits package, including, generous shares and performance related bonuses. You will be dealing with high net worth individuals and carrying out many and varied responsibilities, including research and report writing. Candidates must have experience within an IFA/Wealth Management environment and should be qualified to Diploma level (Or working towards it) with ambition to become chartered. Candidates will want to progress their career and move forward within this progressive organisation * Strong technical knowledge of financial services products * Relevant experience in a Wealth Management environment * Effective communication, both verbally and in writing * Effective writing of reports and suitability letters * Effective technical and product research * Ability to attend client meetings * Effective use of Microsoft Office products and Adviser Office * Organisational skills * Time management skills * Professional telephone handling * In depth understanding of compliance and other legal processes * Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications * Educated to 'A' level standard * Certificate in Financial Planning * At least two exams at Diploma level * Working towards full Diploma with aspirations to Chartered statushttp://jobs.ftadviser.com/job-detail.aspx?id=62126Thu, 10 Jun 2010 13:51:01 GMTWorking for a High Net Worth, Wealth Advice Business, that is vastly growing and currently employing over 750 individuals in more then 20 locations in the United Kingdom, aiming to become the UK's leading provider of Wealth Advice. Due to the company's rapid expansion, they are now seeking intelligent and professional Bespoke Paraplanners throughout the UK, offering a good basic salary as well as an excellent employee benefits package, including, generous shares and performance related bonuses. You will be dealing with high net worth individuals and carrying out many and varied responsibilities, including research and report writing. Candidates must have experience within an IFA/Wealth Management environment and should be qualified to Diploma level (Or working towards it) with ambition to become chartered. Candidates will want to progress their career and move forward within this progressive organisation * Strong technical knowledge of financial services products * Relevant experience in a Wealth Management environment * Effective communication, both verbally and in writing * Effective writing of reports and suitability letters * Effective technical and product research * Ability to attend client meetings * Effective use of Microsoft Office products and Adviser Office * Organisational skills * Time management skills * Professional telephone handling * In depth understanding of compliance and other legal processes * Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications * Educated to 'A' level standard * Certificate in Financial Planning * At least two exams at Diploma level * Working towards full Diploma with aspirations to Chartered statushttp://jobs.ftadviser.com/job-detail.aspx?id=62127Thu, 10 Jun 2010 13:51:46 GMTWorking for a High Net Worth, Wealth Advice Business, that is vastly growing and currently employing over 750 individuals in more then 20 locations in the United Kingdom, aiming to become the UK's leading provider of Wealth Advice. Due to the company's rapid expansion, they are now seeking intelligent and professional Bespoke Paraplanners throughout the UK, offering a good basic salary as well as an excellent employee benefits package, including, generous shares and performance related bonuses. You will be dealing with high net worth individuals and carrying out many and varied responsibilities, including research and report writing. Candidates must have experience within an IFA/Wealth Management environment and should be qualified to Diploma level (Or working towards it) with ambition to become chartered. Candidates will want to progress their career and move forward within this progressive organisation * Strong technical knowledge of financial services products * Relevant experience in a Wealth Management environment * Effective communication, both verbally and in writing * Effective writing of reports and suitability letters * Effective technical and product research * Ability to attend client meetings * Effective use of Microsoft Office products and Adviser Office * Organisational skills * Time management skills * Professional telephone handling * In depth understanding of compliance and other legal processes * Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications * Educated to 'A' level standard * Certificate in Financial Planning * At least two exams at Diploma level * Working towards full Diploma with aspirations to Chartered statushttp://jobs.ftadviser.com/job-detail.aspx?id=62128Thu, 10 Jun 2010 13:52:42 GMTWorking for a High Net Worth, Wealth Advice Business, that is vastly growing and currently employing over 750 individuals in more then 20 locations in the United Kingdom, aiming to become the UK's leading provider of Wealth Advice. Due to the company's rapid expansion, they are now seeking intelligent and professional Bespoke Paraplanners throughout the UK, offering a good basic salary as well as an excellent employee benefits package, including, generous shares and performance related bonuses. You will be dealing with high net worth individuals and carrying out many and varied responsibilities, including research and report writing. Candidates must have experience within an IFA/Wealth Management environment and should be qualified to Diploma level (Or working towards it) with ambition to become chartered. Candidates will want to progress their career and move forward within this progressive organisation * Strong technical knowledge of financial services products * Relevant experience in a Wealth Management environment * Effective communication, both verbally and in writing * Effective writing of reports and suitability letters * Effective technical and product research * Ability to attend client meetings * Effective use of Microsoft Office products and Adviser Office * Organisational skills * Time management skills * Professional telephone handling * In depth understanding of compliance and other legal processes * Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications * Educated to 'A' level standard * Certificate in Financial Planning * At least two exams at Diploma level * Working towards full Diploma with aspirations to Chartered statushttp://jobs.ftadviser.com/job-detail.aspx?id=62129Thu, 10 Jun 2010 13:53:45 GMTWorking for a High Net Worth, Wealth Advice Business, that is vastly growing and currently employing over 750 individuals in more then 20 locations in the United Kingdom, aiming to become the UK's leading provider of Wealth Advice. Due to the company's rapid expansion, they are now seeking intelligent and professional Bespoke Paraplanners throughout the UK, offering a good basic salary as well as an excellent employee benefits package, including, generous shares and performance related bonuses. You will be dealing with high net worth individuals and carrying out many and varied responsibilities, including research and report writing. Candidates must have experience within an IFA/Wealth Management environment and should be qualified to Diploma level (Or working towards it) with ambition to become chartered. Candidates will want to progress their career and move forward within this progressive organisation * Strong technical knowledge of financial services products * Relevant experience in a Wealth Management environment * Effective communication, both verbally and in writing * Effective writing of reports and suitability letters * Effective technical and product research * Ability to attend client meetings * Effective use of Microsoft Office products and Adviser Office * Organisational skills * Time management skills * Professional telephone handling * In depth understanding of compliance and other legal processes * Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications * Educated to 'A' level standard * Certificate in Financial Planning * At least two exams at Diploma level * Working towards full Diploma with aspirations to Chartered statushttp://jobs.ftadviser.com/job-detail.aspx?id=62130Thu, 10 Jun 2010 14:01:49 GMTA leading provider of outsourced pensions administration services is seeking administration with previous experience of processing DC schemes to join their Defined Contribution Processing Team. Working as part of a team you will process scheme events, reconcile investment funds, referring any discrepancies found and update the systems with investment allocations. You will also assist in the peer review of team member’s work. To be considered for this role you will need at least basic understanding of DC pension processes and have excellent numerate and attention to detail skills. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65552Tue, 20 Jul 2010 12:09:16 GMTLeading provider of pension administration services is seeking an individual with experience within DC schemes to join the business in a consultant support position. Within this role you will project manage the installation of new schemes, conduct research producing reports and member communications. Other duties will include assisting with new business proposals, drafting tender documents and presentations whilst supporting 3 consultants. To be considered for this role, you will have experience with DC Schemes, ideally with client facing exposure; have excellent attention to detail and some experience handling projects successfully working to tight deadlines. You will also be studying for or achieved CFP qualification. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65547Tue, 20 Jul 2010 11:27:33 GMTYou will undertake administration required in relation to a portfolio of Employee Benefit schemes. You will issue new joiner packs and deal with invoicing and answer member queries member. As well as this you will carry out simple enhancements to clients online platform and liase with other teams such as Product Support & Implementation. You must have previous customer service experience and some exposure to Group risk, Group medical insurance and ideally Pensions. Ability to write accurate responses to clients in letter, email and word format. You should be educated to A Level standard. Very progressive environment with lots of opportunity for personal and career development. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65482Tue, 20 Jul 2010 08:45:47 GMTSelf Employed Independent Financial Adviser £80k+ OTE Key Location: Newcastle Leads over promised & under delivered? Things not working out as expected? Are you looking for a role where you can build a business and have no need to self generate leads? Our well developed structure and approach combines the skills of Financial and Estate Planning professionals under one roof. You will work as a strategic financial planner and incorporate the expertise of our specialist divisions to create a holistic financial plan tailored to your clients needs. Clients are from a professional, inflation and recession proof background. We are looking for ambitious self employed Independent Financial Advisers in the above locations to service our high quality seminar generated enquiries. With over 7000 clients and a turnover approaching £4 million we can offer a secure and prosperous future for the right candidate within an award winning expanding business. Average earnings are £80k-£100k with top advisers earning far more. You will receive- • Full induction support, training & a genuine opportunity to build a successful business & client bank • A generous commission/fee split including renewals & exit strategy at retirement • Excellent administration services & a bespoke, in house report writing system • Dedicated support from our highly regarded, experienced marketing & seminar company • A high quality client management database & a well structured client contact strategy We want to talk to you if you possess- • A minimum of full FPC, preferably further qualifications or a willingness to study • Competent Adviser Status & a thorough understanding of the IFA market • A proven track record and the ability to work under your own initiative • Enthusiasm, drive and determination along with the desire to write in excess of £150k • A focused, organised and logical approach with an understanding of technology • Excellent client servicing ability and a commitment to deliver holistic financial advicehttp://jobs.ftadviser.com/job-detail.aspx?id=57482Mon, 29 Mar 2010 16:23:11 GMTSelf Employed Independent Financial Adviser £80k+ OTE Key Location: Preston Leads over promised & under delivered? Things not working out as expected? Are you looking for a role where you can build a business and have no need to self generate leads? Our well developed structure and approach combines the skills of Financial and Estate Planning professionals under one roof. You will work as a strategic financial planner and incorporate the expertise of our specialist divisions to create a holistic financial plan tailored to your clients needs. Clients are from a professional, inflation and recession proof background. We are looking for ambitious self employed Independent Financial Advisers in the above locations to service our high quality seminar generated enquiries. With over 7000 clients and a turnover approaching £4 million we can offer a secure and prosperous future for the right candidate within an award winning expanding business. Average earnings are £80k-£100k with top advisers earning far more. You will receive- • Full induction support, training & a genuine opportunity to build a successful business & client bank • A generous commission/fee split including renewals & exit strategy at retirement • Excellent administration services & a bespoke, in house report writing system • Dedicated support from our highly regarded, experienced marketing & seminar company • A high quality client management database & a well structured client contact strategy We want to talk to you if you possess- • A minimum of full FPC, preferably further qualifications or a willingness to study • Competent Adviser Status & a thorough understanding of the IFA market • A proven track record and the ability to work under your own initiative • Enthusiasm, drive and determination along with the desire to write in excess of £150k • A focused, organised and logical approach with an understanding of technology • Excellent client servicing ability and a commitment to deliver holistic financial advicehttp://jobs.ftadviser.com/job-detail.aspx?id=57483Mon, 29 Mar 2010 16:25:34 GMTSSAS administrator position within pensioner trustee company based in Cheshire. Required to deal with all aspects of scheme administration including processing post, initiating year end reviews, liasing with Insurance companies and third parties, obtaining data for Triennial Actuarial Reports, checking bank statements and inland Revenue Reporting. Ideal candidate will be progressing towards FPC or QPA qualifications. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=65340Mon, 19 Jul 2010 10:49:40 GMTOur client is an ambitious Pension Specialist with a strong presence in the UK market and a household brand name. Following expansion of the team, it is now looking for 2 motivated Intermediary sales professionals to join its top performing sales force in the Midlands. This is an opportunity to make your mark in the company, hunger and drive is essential to be successful in this role and panels can be tailored to suit the right individual. If you are an FPC qualified intermediary sales professional with some well established relationships in the Midlands area, and a good understanding of the Pensions market, this could be an opportunity for you to significantly increase your earnings with a forward thinking product provider. This role offers a competitive basic salary with the chance to easily double your earnings within your first year, with potential to exceed 6 figure earnings after 18 months. An extensive benefits package and company car will be also be provided. To be considered for this excellent opportunity then please send your CV to cv@paulharpersearch.co.uk quoting job reference BKL/2902 or call Bridget Kenny-Levick on 0117 9200060 for more information.http://jobs.ftadviser.com/job-detail.aspx?id=65326Fri, 16 Jul 2010 16:22:29 GMTCOMPANY INFORMATION Established in the 1800’s, our Client is an international financial services company with a product range including personal banking, insurance, pensions and retail investments, institutional fund management and property investments. In the UK they are a leading life and pensions provider with around seven million customers. JOB DETAILS The main purpose of the role is to meet and exceed allocated sales and revenue targets with high value accounts within a defined geographical area. Develop long-term profitable business relationships with target accounts by applying the Company's Account Management Excellence principles. Deliver an agreed business plan to maximise sales within a defined geographical area whilst operating within agreed budgets. Work in conjunction with the Internal and Support Executive to ensure the delivery of a proactive contact /relationship management strategy to maximise business results. Identify opportunities and plan effective use of available internal resources to drive business flows and build relationships Utilise databases eg SF.com to create and maintain account plans; business profiles and contact activity Deliver the Regional strategy which focuses on developing new and existing relationships with target accounts in a defined geographic location as measured by sales/profit growth and persistency levels Identify and build relationships with business principles; senior level influencers and RIs within target accounts to deliver APE growth and profitability Work closely with Internal Sales Executives to effectively provide a proactive and reactive service to target accounts. Work proactively with Internal and Support Executives to exploit opportunities, drive contact strategy and ensure sales and marketing activity is aligned to the business plan Identify areas of account development and negotiate delivery of added value services, build quantifiable exit barriers for ongoing business volume Apply knowledge of AME and The Company’s product / service proposition focused on building trusted partnerships with target accounts and delivering ongoing sales growth. Build strong and productive working relationships with both key sales and administrative staff at all accounts as well as a strong personal network internally. Manage own skill and knowledge development in conjunction with Regional director by maintaining and following a Personal Development Plan. Operate within the expense budget as agreed with the Regional Director. Expected to be able to demonstrate the ability to positively articulate company products, propositions and marketing messages for existing and any new developments. Demonstrate strong networking skills by effective working relationships with other sales colleagues and internal personnel and customers. Strong aptitude for technology, including software applications, e-mail and database management from remote locations. Personal development - Ensure you pass all the appropriate product, technical ,presentational and skills competency assessments required by the company Compliance – To ensure that you understand and adhere to the Company’s Code of Conduct and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements. Financial Controls – Ensure all expenditure commitments (orders, contracts, budgets etc) and all payments are properly authorised, controlled and monitored, in accordance with the Company UK delegated authority requirements. The responsibilities of expenditure authorisers are documented in the Company’s UK Financial Procedures Manual. CANDIDATE SPECIFICATIONS High results / delivery orientated achiever with a proven track record of developing business growth through account management. Ability to demonstrate an in depth knowledge and of the Company's product and service proposition Detailed knowledge of target accounts / RIs and the potential business opportunities in the defined terrritory. Exceptionally self-driven and ability to work on own initiative and to an agreed business plan. Ability to negotiate and use commercial acumen to achieve results. Strong planning skills. Minimum FPC Qualified, AFPC or part qualified preferable. Experience operating as an effective internal sales executive. Proven ability to network and build strong personal relationships with both internal and external resources in order to achieve business goals. Ability to provide support and guidance to internal and support executives to deliver results and develop their knowledge and skills sets. To be confidant with all forms of communication from written text to delivering group presentations.http://jobs.ftadviser.com/job-detail.aspx?id=65029Wed, 14 Jul 2010 13:19:45 GMTOur Client, a market leading and innovative provider of Private Medical Income protection (PMI) and Healthcare products is now seeking an enthusiastic and capable individual to help provide leadership and guidance to their existing customer care support team. Based out of their City based offices this is a unique opportunity for a polished and positive individual to develop their career in a true leadership role. In order to be considered for this role you should have current or recent experience within the Employee Benefits market and have a good knowledge of Private Medical and Healthcare products. Supervisory experience would also be an advantage as would all relevant professional exams. On offer for the successful candidate is an excellent benefits package and a generous bonus structure.http://jobs.ftadviser.com/job-detail.aspx?id=64876Tue, 13 Jul 2010 16:05:08 GMTOur client is one of the largest and most pre-eminent names in the North of England with an unparalleled reputation for the support it provides its advisers. They have recently engaged Exchange Street to assist in the continued growth of their business and to this end are now seeking to recruit a Group Pension Specialist to help develop their presence in this area of the market. A key factor in the ongoing success of the company, the corporate team can offer clients a unique proposition with an exceptional standard of ongoing service that ensures optimum levels business retention. Already supporting one of region’s the largest commercial portfolios, the back office team hold the experience and knowledge to assist with even the most complex arrangements. Focusing on developing new connections, it is imperative that applicants are comfortable in this arena advising on a range of pensions and employee benefits. Individuals currently managing corporate accounts within life companies would be of particular interest. 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. Therefore advancement with qualifications such as the G60 would be advantageous. A tailored financial package is on offer to enable the firm to recruit the best and expected annual income is in excess of £100,000. 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=64848Tue, 13 Jul 2010 15:15:32 GMTThis organisation is one of the UK’s fastest growing pensions specialists who have retained Exchange Street to assist in their ongoing growth plans. With the firm targeting to double their existing size it is an extremely exciting time to join the company at a highly important time for them. This particular role entails providing specialist pensions support to existing clients of the business. An office based role, there is an excellent bonus structure in place and progression through to the field based consultancy role if chosen. This is a division that expects to see massive growth in the next 5 years for the firm resulting in much opportunity. To be considered it is vital that applicants have a knowledge of financial planning products backed up by progression with the CertPFS. They must also have strong consultancy and sales skills to maximise business opportunities when dealing with the range of clients on a daily basis. This role will suit either a junior adviser looking to advance them in the pension’s arena, or more experienced advisers looking for an office based role. The firm offers a truly meritocratic environment, extensive benefits, regular training and some of the best earnings potential for a position at this level, where consultants are also rewarded for referring business. Their staff retention is excellent and their bespoke products and market leading advice marks them out as a formidable outfit. For those looking to specialise in their chosen market this is an obvious choice. For further information regarding this vacancy 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=64847Tue, 13 Jul 2010 15:14:36 GMTRef: 1080 Senior Sales Support/Paraplanner - Temp to Perm London c. £28-30,000 Respected City institution is seeking to hire an individual to provide administrative support to the IFA pensions team in a role that will also involve paraplanning duties. Principal responsibilities will include obtaining information in pension cases, dealing with correspondence, ensuring that cases progress efficiently, acting as a focal communication point for pensions advice issues in the absence of the specialist. This is a key role within the organisation and the company is looking for someone with strong communciation skills, a strong customer focus, good attention to detail, and who is able to produce good quality work. The ability to start pretty much straight away is required as this will initially be a temporary to permanent contract.http://jobs.ftadviser.com/job-detail.aspx?id=62230Fri, 11 Jun 2010 15:21:10 GMTCOMPANY INFORMATION Our client is an indexed mutual fund manager established over thirty years ago in the United States. The company has since grown into one of the world's largest and most respected investment management companies. Its mission has been and continues to be helping clients reach their financial goals by being the world's highest-value provider of investment products and services. They have brought that philosophy to the United Kingdom and provide services to the intermediary sector across the UK to private and more recently, institutional clients. JOB DETAILS Our client requires an RFP writer, and institutional sales support executive to manage all aspects of the department and to develop processes and liaise with sales & marketing having input on the sales and support material. An opportunity to develop the department and provide quality controls and continuity of response, to own the whole responsibility of RFP within the institutional sales sector, which operates within the larger asset managers, top four EB consultancies and corporate IFA advisers and family offices. CANDIDATE SPECIFICATIONS Investment Funds knowledge essential Experience of the financial services/investment management environment, preferably including Institutional Fund Sales to charities, pensions etc Excellent RFP experience A proven record of competing for institutional businesshttp://jobs.ftadviser.com/job-detail.aspx?id=64676Mon, 12 Jul 2010 12:51:43 GMTA leading provider of pension administration services is currently seeking an administrator to join the business within a Junior Pensions Administrator role. You will work as part of a team providing pension administration services to a portfolio of clients. Duties will include performing manual calculations, updating member data on to the system, resolving general member queries and participating in adhoc scheme projects. To be considered for this you must be educated to at least A Level standard, be numerate and have current financial services administration experience, preferably within a Pensions environment. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=64675Mon, 12 Jul 2010 11:57:25 GMTTelephone Account Manager (Strategic Accounts) Surrey C£25,000 with excellent benefits inc. pension, PHI and a bonus of £7,000pa. Our client is a well established, specialist product provider. They wish to recruit a Telephone Account Manager who will market the company’s products to IFA’s nationally. You must be a first class communicator with excellent rapport building skills. You will also work very closely with field based key account managers as well as liaise with internal departments. This is an exciting opportunity for someone with sales experience, or a financial planning background that is looking to join a vibrant and innovative company. Your background may be sales support with strong customer service skills, or from a call centre where you have been dealing financial services products. A strong knowledge of Annuites and Equity Release is an advantage, you should ideally have CF 1 and 4 & ER 1 and be willing to study further but the desire to succeed is of utmost importance. Ref: 4070http://jobs.ftadviser.com/job-detail.aspx?id=64421Thu, 8 Jul 2010 16:01:24 GMT