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8 Jobs in Worcestershire





 
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Part Qualified/Newly Qualified Actuary
Vacancy: Part Qualified/Newly Qualified Actuary My client is an independent firm of actuaries and consultants offering a full range of services to trustees, employers, insurance companies and individuals. The business is based on a culture which aims to provide all clients with a high-quality professional service through strong personal relationships and tailored solutions. We started in 1989 my client had 16 people they now have over 500. Now looking for ambitious nearly or newly qualified Pensions Actuaries to help us to continue to grow. We currently have two positions and are looking for enthusiastic applicants to apply sound technical skills to an active, consulting role, being the lead day-to-day contact on a portfolio of clients, providing support to the Scheme Actuary and helping to develop junior members of the team. You need to have top class technical skills, be sensitive to the needs of your clients and be able to work effectively with senior and junior colleagues in a close-knit team. Excellent consultancy and communication skills are essential to succeed in these roles. You will enjoy a friendly working environment in attractive offices with an independent management team, open to fresh ideas and challenges. A competitive package is on offer with an annual bonus and flexible benefits package. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 21 Oct 2014 15:36:09 GMT



IFA Administrator
IFA Administrator - Worcester My client a leading firm of Chartered Financial Planners Wealth Management Independent Financial Advisers, focussed on providing high quality advice. The successful candidate will carry out the following duties: ? New business processing ? Generating illustrations, valuations and quotations ? Supporting the IFAs with all back office support ? Building relationship?s with clients and providers ? Booking meetings and getting meeting documentation prepared ? Diary management Who now require an individual who has worked in the Financial Services industry for a minimum of 1 year and has a good working knowledge of Adviser Office, Microsoft Excel and Word. The successful applicant must have excellent communication skills and be able to manage and prioritise their own workload. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 21 Oct 2014 15:35:27 GMT



IFA Sales Support
IFA Sales Support Worcestershire ?18,000 to ?20,000 plus benefits Idex Consulting has been retained by this top quality professional practice which has a highly regarded financial planning team that provides advice to both HNW private individuals and corporate clients. They now wish to add a sales support to work alongside a busy Director to assist with technical and administration duties. You will be responsible for:- ? Processing of applications ? Servicing existing business ? Research ? Generating quotations, illustrations and valuations ? Liaising with provides ? Database management ? Regular contact directly with clients ? Organising appointments/diary system ? Putting together packs ? Client servicing ? processing letters of authority obtaining up to date values The ideal candidate will have experience of working in an IFA sales support role with exposure to the full range of financial planning across pensions, investments and protection. Progress towards the industry exams is desirable. Benefits include 23 days holiday per annum plus bank holidays, Flexi Time, GPP, DIS, PHI, Healthcare Plan, Simply Health Scheme. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 21 Oct 2014 15:35:27 GMT



IFA Administrator
Our clients are a well-known firm of independent Financial Consultants with offices across the UK . Due to continued growth, they seek to appoint an experienced Life and Pensions administrator to join their Midlands office. The successful Sales Support Administrator will provide dedicated support to one or more IFAs, taking responsibility for all pre-sales and pipeline administration. We will be pleased to hear from applicants with a minimum of 6 months experience in Life and/or Pension administration, ideally within an IFA office. Progress towards CFP is desirable and the company will encourage and support further professional development. Experience of working with 1st Software will be an advantage. Basic salary will be ?16,000 to ?18,000 based on experience plus bonus, Pension, life cover and flexible benefits package. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 21 Oct 2014 15:35:27 GMT



Pensions Team Leader - Bromsgrove
Pensions Team Leader Bromsgrove Up to ?25,000 My client provides services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance. Due to ongoing growth, they are recruiting for a Pensions Team Leader to supervise a busy pensions administration department. The Role You will delegate work load amongst your team; taking overall responsibility for the teams activity and client portfolio. You will ensure that all targets are achieved and that quality standards are met. You will be responsible for the performance of each team member; providing training and coaching where needed, noting areas for improvement and using your knowledge of pension schemes to up-skill individuals. As well as overseeing the team, you will be responsible for managing your own portfolio of pension clients; preparing manual and computer generated benefit calculations, proactively attending client and prospect meetings, carrying out accounting/payroll functions, handling complaints and fulfilling all related administration duties. The Package Basic salary of between ?24,000 - ?30,000 plus excellent company benefits. The Person For your application to be considered, you will have superb knowledge of a range of pension products, including DB and DC schemes. You will have experience in supervising a team of pensions administrators as well as handling your own portfolio. Pensions qualification (QPA, PMI examinations) would be desirable. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Thu, 16 Oct 2014 14:12:05 GMT



Paraplanner - Up to ?34,000
Paraplanner Worcestershire Up to ?34,000 A well established private financial services practice are recruiting for a Paraplanner to support IFAs based in their Worcestershire office. The Role You will provide in depth technical back office support to Advisors. You will carry out extensive research on a range of financial services products in order to produce recommendation packs. You will compile high quality suitability reports for clients, using your knowledge of products to answer any queries that arise. The role will also include organising annual client reviews and dealing with certain aspects of compliance. The Package Basic salary of up to ?34,000 plus company benefits. The Person For your application to be considered, you must have experience as a Paraplanner and have in-depth knowledge of financial services products (with a bias towards pensions and investments). Level 4 qualification, or equivalent, is required. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 07 Oct 2014 15:50:44 GMT



Paraplanner
Paraplanner Large IFA firm currently to add to the expanding team and recruit a Paraplanner to provide senior support, protection and reporting for the firms IFA?s through the delivery of added value advice and guidance, high quality research, accurate tax and other computations and comprehensive pre and post financial planning reports with particular emphasis on complex case discussion, complex report writing and the delivery of pre-approval on a range of higher risk advice in order to deliver understandable and safe financial outcomes for both the firm and our clients. Responsibilities: ? Participate in adding value through direct discussion on complex financial planning cases with IFA?s ? Offer clear and well thought out decisions in principle and final agreement on cases which carry a high risk to the firm and the firms IFA?s. ? Oversee and deliver comprehensive financial research on products and investments on an independent ? Design and deliver understandable and concise Financial Planning Report templates for use across the range of products and service provided, both personal and corporate, in order to deliver understandable and suitable financial outcomes to our clients. ? Deliver and supervise tax calculations and other complex calculations including carry forward, lifetime allowance. ? Request, prepare and interpret complex pension information with a view to completing analysis for pension switching and occupational pension transfers. ? Knowledge and technical understanding of the financial planning issues surrounding Inheritance Tax Planning, Retirement Planning, Retirement Options and other financial planning concepts. ? Prepare complex financial planning reports with multiple subjects ? The ability to communicate and mediate coherently with IFA?s and clients on complex financial planning issues. ? To be responsible for own continued professional development of financial services products and legislative issues through formal and informal learning. ? Research and review of new and existing legislation and technical/product information. Requirements ? Close to or already in possession of Diploma in Financial Planning with a commitment to progress ? Possess an already developed knowledge and interest in the concepts and requirements of personal and corporate financial planning ? Experience in the support of IFA?s and other advisers and in particular in the preparation and delivery of research and suitability reports ? Excellent written and numerical skills and an exceptional communication style ? Aptitude in word and excel, knowledge of Defaqto and other research systems and experience of using Avelo and/ or Intelliflo CRM systems Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 07 Oct 2014 15:28:30 GMT



IFA Administrator
IFA Administrator ? Salary up to ?24,000 ? 35 hours per week Mon ? Thurs 9 ? 5.30 and Fri 9am to 1pm This long established and respected firm of IFA`s are currently looking to recruit an IFA Administrator due to growth through acquisition. You will be providing a comprehensive and efficient administrative support service to the sales team, prepare client reports, produce valuations, and liaise with and providers and clients. The successful candidate will have a support background from within an IFA practice. A good level of technical knowledge of pensions and investments and ideally hold CF qualifications or be working towards them. Benefits: ? Salary up to ?24,000 ? 35 hours per week Mon ? Thurs 9 ? 5.30 and Fri 9am to 1pm ? GPP ? after 1 years service ? DIS ? PHI ? Healthcare ? Medical policy ? 23 days per annum holiday plus bank holidays Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Tue, 07 Oct 2014 15:22:50 GMT