Vacancies

TRAINING SUPERVISOR - Manchester

Our client is a leading and professional Financial Services company based in Manchester

As a Training & Competency Supervisor, your role will be to ensure: -

Appropriate systems and controls are in place to maintain compliance standards.

Assess the technical knowledge and skills of advisers, the quality of advice given and the overall adherence to the Treating Customer Fairly (TCF) principles.

Promote skills and knowledge to facilitate positive consumer outcomes
Ensure any issues or risks are identified and mitigated in the most appropriate way

Key to this role will be your ability to prioritise and work independently. In return, this role will broaden your existing Financial Services knowledge within a dedicated team who enjoy the responsibility of making a real difference.

Skills and Experience

Level 4 qualified (or equivalent) Clear understanding of current regulation and regulatory requirements Good understanding of key industry issues and emerging risks.

Sound technical knowledge re-products and services.

Excellent organisational and interpersonal skills.

Ability to communicate effectively and deal with people in various contexts.

Ability to analyse information with accuracy.

Self-motivated with the ability to work individually or as part of a team.

Excellent working knowledge of Microsoft Office.

Ability to prioritise own work to meet set deadlines whilst maintaining high standards of work.

Ability to deal appropriately with confidential information.

This is only one of many vacancies we are handling.
We are a specialist within Financial Services and Pensions recruitment. Areas of expertise include Independent Financial Advisers, Compliance, Pensions, Paraplanners, Sales Support, Asset Finance and Automotive Finance.

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INDEPENDENT FINANCIAL ADVISOR - Bristol

Our Client is one of the top national Financial Advisory Company in the industry with an excellent reputation for advising clients in the Professional sector. They offer a very comprehensive financial planning service to high net worth Clients who are looking for more complex forms of financial advice. They are a very ethical organisation who look after their people and have an excellent Financial Adviser proposition.

The Role:

The role involves working from home with an existing client bank within a specific geographical area, providing an ongoing service to these clients. You will be provided with leads which they generate and book in for you to suit your working schedule.

Also there will be new business opportunities where you can do the occasional presentation to small groups of Professionals who want to know more about the Financial Planning Opportunity you offer, and how they can greatly benefit from your services.

You will be advising ‘high net worth’ Professional Clients who have specific needs and who will have great respect in your professionalism.

The Package:

The role comes with a basic salary of £50K plus a company car allowance, quarterly and annual bonuses, and a generous contributory pension. Earnings potential is £65K in your first year. Then your total earnings will increase each year.

You get a very comprehensive benefits package. Their training academy will also ensure you continue to develop your industry knowledge and keep up to date with the latest products in the market. You will get excellent back up and support even from your fellow colleagues.

The Requirements:

Our Client is looking for an experienced, well qualified Financial Adviser who has started or intend to study towards Charter Status. You need to have worked with high net worth Clients, being able to demonstrate your ability to have a high work ethic, well disciplined with good relationship building skills and excellent communication and presentations skills.

General Summary:

This is a salaried IFA role, provided with clients, client leads, regular bonuses, excellent benefits package and your earnings increase each year, and working for a top Financial Services organisation.

This is a brilliant role - so what are you waiting for? Apply now!

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FINANCIAL PLANNING ADMINISTRATOR - Cardiff

An opportunity has arisen to join a small friendly Financial Services Practice to assist the Advisers with new client administration and support. The position involves regular client contact by telephone, email and face to face. To work within a team and provide timely and efficient administration support to the financial advisers.

Key Duties:

* Gathering research for Suitability Reports such as fund performance, costs and existing benefits etc.

* Preparing advice reports within the company guidelines and templates.

* Preparation of correspondence including letters and e-mails to clients and providers

* Preparing new business packs for client meetings

* Submit new business applications to the recommended provider

* Follow up cases that have been submitted and provide clients with updates

* Obtain illustrations via telephone, e-mail or online

* Ensure appropriate documentation is scanned and attached to the relevant client file

* Answering incoming calls and taking messages for the principal where necessary

Requirements:

* Prior experience within a Financial Practice.

* General wide experience using Microsoft Word, Excel and Outlook

* Good telephone manner

* Effective organisational and planning skills

* Being able to meet deadlines and work under pressure

Full time, salaried position. £28,500 per annum

This is only one of many vacancies we are handling.

We are a specialist within Financial Services and Pensions recruitment. Areas of expertise include Independent Financial Advisers, Compliance, Pensions, Paraplanners, Sales Support, Asset Finance and Automotive Finance.

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NEW BUSINESS UNDERWRITER - Chester

As an Underwriter, you will provide support to our dealerships and customers by manually reviewing and processing finance applications, whilst interacting with many other internal departments on a daily basis. This role is very important to us, with an excellent eye for detail, you will play a vital role in welcoming customers to the business.

* Underwriting new business applications against an established criteria

* Assessing all new applications in line with risk policies

* Working in conjunction with our sales team to identify and resolve any challenges in relation to decisions or appeals

* Taking incoming calls from our customers and dealerships to assist them with any queries

* Ensuring all relevant checks are completed accurately before underwriting the application

The ideal candidate will be ;

* An experienced Underwriter and familiar with working towards SLA’s or targets

* Be able to demonstrate excellent attention to detail and accuracy

* Be optimistic and proactive when solving problems or complex queries

* To be an ambassador for delivering a first-class customer service

* Experienced within the motor finance industry would be desirable

* To have an understanding or exposure of fraud prevention would be desirable

The employer offers a friendly and flexible culture, progression within a growing organisation that defines itself as being nimble, lean and strong

Full time, salaried position £27,000 Basic OTE £29,500 per annum

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ACCOUNT MANAGER - South West

Our client a market leader in the provision of Motor warranty products are looking to hire an Account Manager to manage a major affinity programme they run selling a range of warranty products to Motor Dealer groups in the South West.

Knowledge of Motor Dealerships from either Motor Finance or Motor Warranty sales is essential.

In brief, the role is to:

* Build and manage relationships with dealer groups.

* Establish productive and professional relationships with key personnel in assigned customer accounts.

* Ensure accounts are managed correctly by conducting regular business reviews paying particular attention to claims.

* Thoroughly researching and looking for potential new customers and market opportunities, and approaching and presenting to them to win the business.

This role would suit a Motor Finance BDM/Account manager seeking a new challenge.

Full Time, salaried position. OTE £48,000

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BUSINESSS MANAGER - Gloucester

We have a client looking for an experienced motor trade Business Manager for their franchised site in Bristol.
Our client is specifically looking for a candidate who has previous experience in a similar role in the motor trade, either as a Business Manager, Sales Controller or Sales Manager.

You will control the provision of finance within the sales department and mentor the sales staff to achieve finance volume targets and add-on product penetration where necessary, all the while ensuring that customers are treated with respect, integrity and in a prompt and professional manner.

You will be expected to maintain finance records for the dealership and finance companies, ensuring that all finance documents are completed before the customer takes delivery of the vehicle and that the dealership is paid promptly.
The salary on offer includes a negotiable basic and OTE of £65,000 plus company car and other benefits.

Full time, salary negotiable. OTE £65,000

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TRANSACTION MANAGER - Liverpool

Our client has a fantastic opportunity for a Transaction Manager to join their team at a busy dealership in Liverpool.

You will be responsible for the day to day management of the sales transaction process and the continuing drive for customer satisfaction and excellence.

To secure this role, you will be able to demonstrate excellent interpersonal and communication skills, outstanding organisation and administrative abilities and a cool head to work well under pressure. You will be able to work alone, but also have the capacity to lead and motivate the existing Sales Team. Previous experience in a similar role as a Transaction Manager or Business Manager is a essential.

This is a great chance to work within a successful motor dealership who rewards hard work and dedication.

Applicants must hold a full, UK driving licence and be willing to work at weekends. In return, you will be offered an income opportunity of up to £57,000 OTE plus all usual benefits.

Full time, salary £24,000. OTE £57,000.

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