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Are you an experienced Report Writer looking for a fresh opportunity in paraplanning? We have a new opening for a Paraplanner to join a chartered, independent advisory firm based in City of London. The Company My client is a privately owned, top 100, chartered firm based in City of London. They offer highly personalised, independent financial advice. Role The continuing growth of the company means my client is looking for an experienced individual to help deliver outstanding technical knowledge. In your new role as a Paraplanner with this firm, you will be working within a team, including an Administrator to provide technical support to the assigned Partner/Adviser. Your focus will be on the technical elements of the role, including research and suitability reports. Responsibilities Detailed checking of all new business applications prior to submission. Input of all new business, fees, retainers and renewals onto Enable Preparation and dispatch of all new business packages to the relevant product providers (lenders, Insurers, etc.) Ensure all compliance documents and records are maintained in a timely manner within F drive Liaise and communicate with clients, providers and third parties as required Maintain and update all client information on Enable Source relevant illustrations from providers on terms as set out by assigned Partner/Adviser(s) Research providers/funds where required as set out by assigned Partner/Adviser(s) Put together suitability letters/reports in conjunction with assigned Partner/Adviser(s) before dispatch to clients within designated timescales Provide client valuations, source fund and investment information (terms/performance data) from investment house Distribute key client and performance data to assigned Partner/Adviser(s) on a regular basis To be successful you will need Experience writing suitability reports Hold CII Level 4 Diploma in Regulated Financial Planning, or part-qualified Relevant experience in a similar role would be ideal Any experience of Enable and F drive systems would be a distinct advantage Ability to prioritise workloads Excellent interpersonal skills If successful, you will benefit from a competitive salary, bonuses paid twice annually, support towards qualifications and an excellent induction programme. DIS, PHI and pension also included. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

A modern forward thinking financial advisers with a nationwide presence is seeking to recruit a talented Financial Planner to join their rapidly growing financial advice business based out their offices in Mill Hill. Candidates will be provided with an established book of clients so maintaining high service levels is key. However, in order to maximise earning potential, you will also be expected further develop client and introducer relationships. My client can also provide a highly competitive salary and bonus along with a very generous benefits package. A first class opportunity to join a fast growing business offering genuine long term career development opportunities in a friendly, modern working environment.

I am currently working with an investment group in the recruitment of a Fund Manager Assistant. The role is an excellent opportunity for someone to join a close knit team and develop a detailed understanding of the investment world. The role has a wide-ranging remit and involves working with both the broader Operations and Investment teams across all offices. Responsibilities of the role include - Liaise with custodians, trustees and third-party administrators, to ensure investments are correctly transacted and settled in an accurate and timely manner Ensure that authorisations to investment recommendations are obtained and all orders are implemented in a timely manner whilst maintaining the necessary supporting documentation. Monitor client's cash and securities accounts by closely managing the relationships with their custodians, trustees or other third-parties. Ensure all transactions are recorded accurately. Regularly update client balance sheets and review holdings versus asset allocation targets. Prepare detailed forward foreign exchange contract instructions as necessary to adjust and obtain the client's required underlying currency exposure within their portfolios Client Account Management - Track client execution through to completion Assist with the collection of client valuation data and with the entry of key data information. Submit quarterly/monthly client statements to client heads for further review. Ensure that account opening documents are completely and accurately completed and filed The successful candidate will have prior experience of working within Financial Services, even at internship level. They must also have an active interest in investment and capital markets and demonstrate a high level of attention to detail and be very comfortable working with numbers. In return they are offering a highly competitive salary that would include a bonus.

CLIENT SUPPORT ADMINISTRATOR FINANCIAL SERVICES KNUTSFORD - Salary up to £28,000 dependent upon experience. Excellent benefits including Parking and Flexible working hours if necessary. BWD are delighted to working on behalf of a well respected firm of Independent Financial Advisers within the Cheshire area. This is the perfect opportunity if you work within the Financial Services industry already and are looking for a more challenging role, within a firm who like to encourage progression. They benefit from bright and modern offices, and hardworking and friendly team. On a daily basis, this is a snap shot of what the role will include: Maintaining client database Assisting the Director with the submission of Gabriel reports Preparing files for appointments - to include detailed investment schedules, fund performance statistics and investment valuations. Research - Researching the market using appropriate research tools to identify suitable solutions for the client, obtaining quotes, illustrations and applications, obtaining and preparing past performance detail Processing new business on line and paper based, for life, pensions, investments etc In order to apply you will need to have: Experience of working for an IFA practice, in supporting Financial Services The ability to undertake Letters of Authority Experience of preparing Valuations Preparing packs for Financial Advisers In order to find out more about this Client Support Administration role in Knutsford, Cheshire please contact Helen Spriggs on

SENIOR UNDERWRITING MANAGER - PROPERTY LENDING TO 100K + BENS + BONUS Due to rapid expansion this Private Equity Company based in Central London who specialize in bridging loans, secured lending and residential mortgages have a brand new opportunity for a Senior Underwriting Manager to work alongside the board in assessing and recommending new lending propositions within the Development and Bridging finance space. The successful candidate will have overall responsibility for the assessment of applications and lending decisions and will play a key role in the ongoing development of the department: " Assess all loan applications, making educated underwriting decisions in line with Company policies, procedures and lending criteria " Regularly liaising with the board and presenting to the credit committee " Development and implementation of department policies and procedures " Ensure that all compliance policies and regulations adhered to " Ensure that all measures are taken to mitigate risk " To ensure that all regulatory requirements are adhered to throughout the process The successful candidate must have a strong background in bridging and development lending at a senior level as well as strong management/decision making skills. Candidates must be able to demonstrate a proven track record of underwriting for property lending. This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.

A leading independently owned international wealth managers based in Central London currently have a requirement for a highly motivated Financial Planner to join their busy, highly profitable team. My client manages upwards of £3B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of UHNW clients. Their niche market is advising clients within minimum of £5M of investable assets, you must comfortable communicating and working at that UHNW level. This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can network at the UHNW and develop new business, this is a necessity. In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a well above market average salary, bonus and benefits package. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual. Role will suit an experienced candidate who is comfortable in the UHNW space and who can network and develop new business.

What you will be responsible for Each of our Mortgage and Protection Advisers hold an essential role in being the 'face' of Just Mortgages within your region's New Homes Development site. You'll enjoy a role delivering high quality mortgage and protection services to your clients, whether they are looking for residential, buy-to-let, new homes or re-mortgaging advice. To ensure our customer service continues to exceed industry standards, you will play a significant part in your client's home-buying journey by being there at every step of the way until they receive the keys to their brand new home. You will focus on gaining the trust and business of prospective clients within desirable and chic development sites across Lancashire, from identifying your client's needs and offering advice and products to best suit their requirements. Your role as an adviser is to ensure your client fully understands the products and services available to them, and that they receive correct and compliant financial advice. On a daily basis, your working day will include preparation for future appointments, gathering information from colleagues and generating referrals. You will enjoy the challenge of attracting new customers and business whilst being motivated by setting yourself professional goals within a result-driven environment. In addition, your passion for this industry will be evident in your commercial awareness, where you will be seen as the 'hub of knowledge'- an expert in your client's needs. We are, after all, in the business of property financial advice and ultimately in helping your clients to achieve their property dreams. What you can expect This is an opportunity for a real career in real estate and finance that will give you an immense degree of satisfaction, recognition and reward. Just Mortgages' employees enjoy a great salary package. You will join a culture of opportunity, allowing you to progress your career path to achieve all of your professional and financial goals. We'll offer a competitive salary based on your experience and our commission structure will keep your take-home pay very healthy indeed. On your first day, you will be introduced to the "vehicle" of your success. We supply each of our negotiators with a new company BMW: fully taxed and fully insured for you to begin meeting and working with your new clients. Did we mention that we have sent our top performers to 'once-in -a-lifetime', all inclusive company holidays to Bangkok, New York and Abu Dhabi. Will you be on the next trip? You, just like each of your colleagues, will start your career with a tailored training and development programme to help you achieve your goals with some of the most celebrated trainers in the industry. What will your industry-leading package look like? First Year's Expected Earnings £45-60k OTE - (top earners earning £150K per annum) A competitive and guaranteed basic salary Highly competitive, uncapped commission Room for flexibility within your working hours Prestigious company car along with other perks throughout the year Laptop Lucrative earning potential through a competitive, uncapped commission structure 28 days holiday including statutory Pension Career Opportunities On-going training and development Incentives and rewards Working with the favourable "Openwork" network to provide your clients a huge panel of lenders Use of industry leading Mortgage software You will receive a sense of true job security in a long and successful career with Just Mortgages What you need This role is ideal if you have are a current Mortgage and Protection Adviser within an Estate Agency or a New Homes division. As the Mortgage and Protection Adviser at Just Mortgages, you will play a key role in developing and nurturing relationships with your clients. You will be the ideal candidate if you will have a real passion for your work and demonstrate to us how you would embed this passion within your new role. You will also be both results orientated and be able to embrace accountability and responsibility. Each member of the Just Mortgages team acts with a spirit of professionalism, honesty and integrity towards each other and towards our clients. You will enjoy a successful recruitment journey with Just Mortgages if you have gained the following within your career: CeMap or similar industry-recognised qualification (click here if you do not have this as we also hire trainees) Consistent track record of achieving your goals within an Estate Agency or New Homes Development Willingness to learn and adapt to market and developer needs Proven use of mortgage-specific software Full driving licence You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment). Your next step We really want to hear from you - even if you aren't ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the "Apply Online" button on the top right-hand side of this page. We aim to respond to all candidates, successful or not, within 10 working days.

The Education Network are working with a fantastic school in Dudley, who are searching for a Computing Teacher who can also teach Business Studies to GCSE level, starting in January 2019. They are an 'Ofsted Good' school looking to recruit a reliable, flexible Computing and Business Studies Teacher with knowledge of the KS3 and KS4 frameworks to maintain the continuous positive progression of the teaching standards at the school. The school are looking for: - QTS Computing and Business Studies Teacher - NQT's are considered - Is capable of teaching Business Studies up to GCSE level - Good classroom management - Committed to challenging students to reach their highest potential - Good communication skills - Ability to tailor learning to a variety of students The Education Network are looking for a Computing and Business Studies Teacher - QTS or NQT for this 'Good School' with a fantastic support team of staff. In return for your hard work, you would receive: - A well resourced computing department - Opportunity to tutor - Direct impact on the curriculum - Advising the Head and other staff on the development and preparation of PoS If this position is of interest to you, then send a copy of your CV or call us directly for a brief conversation in the first instance - . The Education Network is committed to Safer Recruitment and recruits to Compliance+ standards. Any appointment will be subject to an enhanced DBS check in addition to other safeguarding checks. The Education network is an equal opportunities employer. The education network is acting as a recruitment agency in relation to this vacancy.

Are you an Investment Compliance Specialist who is looking to work for a leading investment management practice in Yorkshire? Are you looking to join a business who is growing and provides development and training with access to board level? My client are a leading investment management business who are currently looking for a Compliance Monitoring Manager to join their team in their head office in Leeds City Centre. They are looking for a dynamic individual who will responsible for multiple direct reports monitoring the team on a day to day basis ensuring that they achieve KPIs and targets and monitor the business risks at a high level of competency. You would be agreeing the procedures for the business including a risk-based monitoring plan on behalf of the companies managing the compliance function. As the Manager you would identify the gaps of knowledge within the team of Investment Managers and Analysts and produce, implement and monitor this moving forwards within the business monitoring the rules and guidance provided by the FCA. This role directly reports into the Head of Compliance therefore you would need to build a working relationship and work closely to make sure that the business grows compliantly. ?It is imperative as the Compliance Monitoring Manager that you ensure compliance with the FCA requirements by assisting policy and development in the maintenance and development of branch and department manuals and implementing and monitoring procedures to ensure the requirements are being followed. To be a successful applicant it is ideal that you are educated to degree or equivalent standard and hold the CISI Diploma, you must have a working knowledge of the FCA requirements and be aware of regulatory requirements and changes that may be coming up in the future. You must also be working towards or hold the CISI Regulatory and Securities modules or equivalent status. In reward for your efforts you will receive a competitive basic salary based on previous experience as well as 25 days annual leave, discretionary bonus structure. You will also benefit from an employee benefits package including contributory pension, private medical care and soft benefits including socials. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

A modern forward thinking Wealth Planning firm based near Bishops Stortford is currently seeking to recruit a Financial Planner to a high quality service to a long established book of HNW Private Clients. They are currently looking to recruit a Financial Planner who is comfortable dealing with private clients with investable asset upward of £1M . You would be working alongside and learning from some of the industry's most well respected Financial Planners resulting in unrivalled long term career development opportunities. You must be comfortable articulating product technicalities to clients at the highest end of the market and will be comfortable working in a team focussed, service driven environment. My client is ideally seeking a Chartered candidate but will consider those close to. his is a truly first class opportunity for an individual to develop their career within a high performing advisory environment offering excellent long term earning potential and career development options.

Salary: £38,000 - £45,000 depending on experience + benefits Private Client Investment Management Company - Whiteley, Southampton The Company Our client is a discretionary investment management company, providing investment management services and financial planning solutions to private clients. It is a successful, privately owned, LLP, with 4 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities. They have a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun. The Role The role of Senior Paraplanner will be based in our Solent office. You will be able to demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports. The role will report to the Head of Paraplanning and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write complex suitability reports Cash flow modelling Review and document procedures and workflows Liaise with clients, and attend client meetings where required Point of contact for technical queries Training colleagues The Person The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role would suit an able career paraplanner who does not wish to be an adviser but does want to be a key individual within a thriving business. They will: Be level 4 diploma qualified as a minimum Have a minimum of 5 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be an effective communicator, both verbally and in writing Be able to deal with a fast pace and high pressure workload and need to not be afraid to challenge Remuneration £38,000 - £45,000 depending on experience. Whilst we would love to respond to every single applicant applying for our roles, unfortunately this is not possible due to the high volume of CVs we receive on a daily basis. Please be aware that if you have not been contacted within 10 working days from the date you submitted your CV, then unfortunately your application has not been successful on this occasion.

Lead Credit Risk Analyst Midlands To £45,000 + Benefits Chance to join a global financial services organisation who are recruiting for Senior and Lead Risk Analysts to join their highly regarded risk analytics division. The successful candidate will be involved in working across multiple product lines as well as overall analytical support in designing my clients credit policies. This will include setting up credit parameters so that the loss rates remain within risk appetite. Responsibilities : Use historical and current data in order to produce high quality analysis Deliver clear, concise and effective communication of strategy changes to senior leadership In-depth monitoring of credit policy performance Ensuring documentation and governance is kept to a very high standard Support external reviews Requirements : Strong analytical ability and mindset Experience using either SAS or SQL Excellent Excel skills Ideally experience working within Risk Analytics Prior experience in a data driven organisation Educated to degree level in a statistical subject Strong communication skills Get in touch with Luke ASAP in order to be considered for this opportunity.

Picton West is working with an established property finance company and together we are recruiting for Mortgage & Protection Advisors to work across a network of Estate Agency branches. The Mortgage & Protection Advisor roles have come about as a result of continued growth and an increasing abundance of leads generated by the successful property sales teams as well as the companies vast client bank and other resources. Protection sales are at an all time high so you also need to be a top drawer adviser in this sector to make this a successful role. Lead generation is key to the success of a Mortgage & Protection Advisor and this business is supremely pro-active and fully embraces the FS culture quality advisors require with high volumes of client referrals being at the forefront of their model. You will be working in a team that is fully established and geared up to support a quality advisor with full marketing, lead generation, market leading systems, training support and a proven track record to deliver high volumes of business. You will need to be fully CeMAP qualified (or equivalent) with at least 12 months recent experience and be able to demonstrate a fantastic track record with proven figures. The successful candidate/s can expect an anticipated OTE in the region of 60-80k per annum. If you do not hear from us within 5 working days of your application, due to the volume of applicants we receive please assume your application has been unsuccessful.

Due to continued growth an exciting opportunity has arisen for a Project Manager to join the team at Experian pH. This is a brand new role created as part of a dedicated team working with one of our largest financial services clients. Working as part of one of our biggest and most exciting programmes, this is a great time to join the team. Who are the pH team? pH develop data products for our customers in sectors including banking, utilities and telecommunications which help to cleanse their customer data, learn more about the companies and individuals that they are dealing with, find more of the right customers to do business with and limit losses suffered as a result of company failures or delinquency. You will be joining a business that encourages growth and progression in a flexible working environment where the opportunity to get involved with exciting new projects as well as working on daily BAU is a standard. Experian pH offers you support to grow your skills and knowledge through a mentoring scheme.Experian pH is a data-driven B2B marketing, risk and analytics consultancy which is creates bespoke business salutations for its customers. What is the Project Manager responsible for? As a Project Manager you will responsible for managing projects of average cost and/or complexity. Requirements will be to gain maximum exposure to the Project Management processes, including planning, execution, resource management, change management, risk and issue management, and stakeholder management. We are looking for someone who has experience in defining and delivering projects to a high quality. Key Responsibilities: Define, source and manage the necessary resources to complete projects, making timely changes where necessary to achieve project objectives. Effectively control the issues, risk, dependencies and changes in scope, ensuring timely intervention and communication to stakeholders. Conduct regular a reviews of project outcomes, both internally with project team and clients during and after the project has been completed. Provide input into decision-making with stakeholders. Develop communication disciplines as appropriate for the project. Ensure stakeholders are provided with appropriate timely advice during and after project delivery. Effectively and accurately escalate and communicate issues as appropriate. Manage a project team to maximise quality and high performance outcomes What are we looking for? Experience of project management competencies, methodology and tools, including software An understanding/experience working with agile methodologies - formal qualifications are a bonus but are not essential Understanding and application of change management competencies Financial literacy to forecast and manage programme, project and departmental budgets, costs and revenue Knowledge of legislation and regulations impacting business unit industry Problem solving and analytical skills What do you get in return? Here at Experian, we believe that great work deserves great rewards. In return for your ideas, commitment and ambition, we'll give you a very competitive base salary and a range of benefits as soon as you join. On top of your base salary, we offer: Performance related bonus scheme 25 days' annual leave (plus the ability to purchase 5 additional days) Generous contributory pension Opportunity to buy shares with the company share-save scheme Life assurance Medical and Dental cover At Experian we are committed to building an inclusive culture and to creating an environment where people can balance successful careers with their commitments and interests outside of work. Our flexible working practices support our belief that this balance brings long-lasting benefits for our business as well as our people. Some roles lend themselves to flexible options more than others, and if this is important to you, we are open to discussing agile working opportunities during the hiring process. Please raise this with your recruiter.

Fantastic Opportunities Available!!!!!! Telephone Based Mortgage Advisors wanted - Milton Keynes Specialising in Re Mortgages Salary £25k Basic - Guarantee for 6 months!!! OTE £50-60k 10 qualified appointments provided and booked into your diary per week!! Full Admin support! Career Progression to Sales Manager/Training Manager! As the Mortgage Advisor you will advise on Mortgages from whole of market and cross sell Life Critical Illness and Income Protection. All leads will be provided and qualified for you, you will be completing 10 applications a week!! Doing 8 sign ups a week!! Full admin support will be provided, this includes chasing lenders, updating customer and progressing your case through to completion, leaving you to write business!! This is a fantastic opportunity! Don't believe me...hear from a top performer who works there... I started with the company in September 2014 in an admin position, having had no previous industry experience. After 18 months and gaining my mortgage qualifications I trained as a mortgage and protection advisor. I started writing business in May 2016 and after nearly 2 years in the role I have achieved 2 promotions and last year I earned in excess of £50k. I am on target to increase this to £70k this year going forward. I consistently have 10 qualified appointments booked into my diary per week with the clients prepared before I speak with them as well as full admin support once I have signed them up. The training and support is immense and I have clearly defined targets, goals and career path that allow me to achieve my ambitions. If you hold full Cemap or equiv and you have a proven track record within the mortgage market, please contact me on the below telephone number, or email me your CV. What they offer you: Salary £25k! OTE £50-60k Guarantee for 6 months 10 Appointments in your diary per week Uncapped earnings on commission OTE £50-60k Career progression to Sales Management/Training Manager Full Admin support provided If you think you have the skills for this position, please call me on or email me your CV to Reed Specialist Recruitment Limited is an employment agency and employment business

Senior Pension Administrator (SSAS) Nottingham (Our Ref AL858) Salary to £26,000 pa + excellent benefits My client is an established and well regarded Pensions company based in Nottingham and part of a wider Group. Due to continued growth they are now looking to appoint an experienced administrator to join their Small Self Administered Scheme department. KEY PURPOSE OF THE ROLE To ensure that all SSAS business is processed accurately, efficiently and in a compliant manner. Provide Technical Pension Support to clients and professionals alike, specifically in respect of matters relating to property and employer-related investments. Providing administrative support to the business, and where reasonably required, other companies within the Group. To act as an effective point of contact for clients and fellow professionals, thereby leading to prompt and efficient processing of all business and general enquiries. Collaborating with Line Manager on matters relating to internal best practice to achieve effective client outcome. THE IDEAL SENIOR PENSION ADMINISTRATOR Technical Effective written and report writing skills Working knowledge of relevant Regulatory Procedures Broad technical knowledge applicable to Pension, SSAS(s) Maintaining awareness of Regulatory and Legislative changes, and subsequent effect(s) upon SSAS(s) Effective Pension Administration skills and the ability to follow detailed procedures Effective Pension Business Processing skills Effective Keyboard and IT skills Ability to apply pension knowledge to deal with technical queries Ability to manage own workload, and workload of others, when required. Personal Effective communicator, well-mannered and professional Team Player Ability to work unsupervised Good judgement - ability to use own initiative when dealing with complex matters Effective time management, planning and organisational skillsProcessing If this role is of interest and you have the required background in Pensions Administration, namely SSAS's, then please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a further discussion. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.