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39 jobs from North Oak Recruitment Ltd next page »

Job Title Financial Services Compliance Salary/rate £25000 - £30000/annum + benefits Location Solihull, West Midlands Job Number 101336319 Posted 22/02/2012 (10:08) Agency/Employer North Oak Recruitment Ltd Description Policy Technician West Midlands, Salary to £30,000 + benefits My client is based in the West Midlands and is looking to further enhance its Compliance Team, by recruiting 2 Policy Technicians. Objective of the role To interpret, communicate and action the latest FSA regulation, for the benefit of staff and its members, to keep up to date with the latest industry products and create and update company compliance and procedures Key Accountabilities 1. Creating policies and procedures in line with the latest FSA guidance and industry wide releases in consultation with key areas of the business 2. Conduct regular FSA legislation and financial services industry analysis and research and provide advice, guidance and company procedures for the benefit of company management and its members 3. Ensure that all compliance standard sales documentation remain up to date and in line with FSA guidance, company requirements, product launches and legislative changes 4. Update procedures and policy documentation available to Company Appointed Representatives and ensure they are fully compliant with the company’s TCF policy 5. To Answer compliance queries from company Appointed Representatives 6. Responsible for ensuring that all policies and procedures created comply fully with the company’s TCF policy 7. Provide advice and guidance on relevant FSA legislation and company procedures for the benefit of company management and its members SELECTION CRITERIA Skills: • Strong analytical ability • Ability to work on own initiative • Excellent communication and listening skills • Attention to detail • Report writing • Ability to work under pressure & meet tight deadlines Knowledge: • Extensive knowledge of the FSA handbook & subsequent updates • Awareness and understanding of current regulatory changes, i.e. RDR and MMR • In depth knowledge of company Compliance & T&C procedures – Desirable Experience: • Experience of working within a Compliance Department • Financial Services Experience • Strong Investment and Pensions Experience • Proficient in Microsoft Office/Outlook If you have the required skills and experience, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title IFA Salary/rate £35000 - £40000/annum + bonus, car allowance & benefits Location Nottinghamshire, East Midlands Job Number 118428734 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description IFA - Nottinghamshire to £40,000 + commission, benefits and car allowance My client is an holistic provider of wealth management advice, to a vast array of clientelle including many high net worth individuals. They are now looking for a diploma qualified advisor to join their expanding team team. You will responsible for looking after approx 200 clients with approx £40 million under management. As a result, you need to be infinately credible and professional with clients and you need a good understanding of investments and pensions. You will have full support in terms of file preparation and paraplanning. Salary is £40k plus a generous bonus scheme. In addition there is a car allowance plus expenses plus 5% into a GPPP. An outstanding opportunity for a diploma qualified financial advisor. If you are interested please apply below or contact Angela Liscombe for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Paraplanner Salary/rate £22000 - £23000/annum + benefits Location Warwick, Warwickshire Job Number 101286276 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Paraplanner, Warwick to c£23,000 + benefits My client is a well-regarded IFA based in Warwick, and is looking for an experienced Paraplanner to support the Director. The role will involve carrying out product research, report writing, preparing reason why letter, carrying out Asset Allocation and providing technical support. You will use recognised industry software including 1st Software, Synaptics and the Exchange and so experience of these will be a distinct advantage. You will need to be FPC qualified or equivalent for this role. Candidates without the relevant qualifications but with experience within paraplanning may be considered. If this role is of interest then please APPLY NOW below with an up to date CV or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Corporate Client Administrator Salary/rate £17000 - £19000/annum + benefits package Location Warwick, Warwickshire Job Number 101331558 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Corporate Client Administrator - Warwick Salary to £19,000 per annum + benefits Working for a prestigious national organisation, your role will be to assist with the administration of current and prospective Corporate Client contracts including Group Pensions, Group Life, Group Income Protection, Group Critical Illness, Private Medical Insurance and Flexible Benefits. Key elements of the role will include: Compiling renewal scheme summaries which will include liaising with the client and current/previous insurers Submitting and monitoring renewal scheme summaries and acting as the main contact point for any queries that may arise Preparing draft Client Reports Processing new business Ensuring Policy Documentation is accurate Updating claims logs Main Skills & Attributes Financial Services experience preferable but not essential Good communication and interpersonal skills Good IT skills – Microsoft Word, Excel, PowerPoint and Outlook Organised, Numerate & Motivated Ability to work on own initiative but also as part of a team Ability to work under pressure and meet tight deadlines Attention to detail If you feel you have the required skills and experience, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Employee Benefits Accounts Controller Salary/rate £20000 - £28000/annum + benefits Location Reading, Berkshire Job Number 101331768 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Employee Benefits Accounts Controller Reading, salary £20,000 - £28,000 + benefits My client is a national IFA and they are now looking to appoint an Employee Benefits Accounts Controller to be based in their Reading Offices. The purpose of the role is to carry out employee benefit administration and general support services to the Employee Benefit Consultants and their clients. Principally, the schemes you will administer will include: Group Personal Pensions Group Private Medical Expenses and Dental insurance Group Life, Long Term Sickness/Disability and Critical Illness insurance Day to day, your duties will involve: Checking and processing new business applications Checking policy documentation Providing quotations Arranging medicals where necessary Liaise with payroll departments in relation to new members and leavers Update spreadsheets Reconcile commissions Skills and attributes needed: Good standard of education required including GCSE Maths and English Attention to detail essential Sound working knowledge of Microsoft Office products Good basic administrative skills e.g. letter writing Ideally fully conversant with Advisor Office Software Common Sense Sound organisational and initiative skills and must take personal responsibility for work Ability to liaise at all levels Should be a team player and need to be flexible Proactive - must want to provide exceptional service - high standards If this role is of interest and you feel you have the required skills and attributes, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Financial Services Administrator/IFA Admin Salary/rate £19000 - £22000/annum + benefits Location Birmingham, West Midlands Job Number 101332106 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Financial Services Administrator / IFA Administrator - Birmingham My client is a National IFA, and they are now looking for an experienced Financial Services/IFA Administrator wo join their team in Birmingham. Purpose of Financial Services Administror Role Provision of senior level pre and post sales support to Consultants, providing them with all the information they require in order to best advise clients. Principal Responsibilities Preparing and processing of the paperwork that accompanies new business Dealing with general administrative related client enquiries Preparation of client specific valuations, reviews and renewal information Preparation of suitability reports Creation and maintenance of compliant files and records General administration duties Liaising with clients and keeping them up-to-date on existing and prospective financial arrangements Skills and attributes required Experience in a similar role within an IFA environment Career focused individual who is keen to develop and progress within the business The individual must manage their technical knowledge by staying up to date/study appropriate exams. The successful candidate will either hold or be studying for appropriate qualifications (i.e. CF1-6/ RO1-6) Ability to work as an effective member of the team Must be able to use own initiative and at times work with the minimum of supervision Excellent communication skills, both written and verbal, with an ability to liaise with people at all levels Motivated to provide the highest quality service to clients through the provision of accurate and timely information Strong IT skills If you have the necessary skills and experience, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Policy Technician / Compliance Salary/rate £25000 - £30000/annum + benefits Location Birmingham, West Midlands Job Number 101332333 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Policy Technician West Midlands, Salary to £30,000 + benefits My client is based in the West Midlands and is looking to further enhance its Compliance Team, by recruiting 2 Policy Technicians. Objective of the role To interpret, communicate and action the latest FSA regulation, for the benefit of staff and its members, to keep up to date with the latest industry products and create and update company compliance and procedures Key Accountabilities 1. Creating policies and procedures in line with the latest FSA guidance and industry wide releases in consultation with key areas of the business 2. Conduct regular FSA legislation and financial services industry analysis and research and provide advice, guidance and company procedures for the benefit of company management and its members 3. Ensure that all compliance standard sales documentation remain up to date and in line with FSA guidance, company requirements, product launches and legislative changes 4. Update procedures and policy documentation available to Company Appointed Representatives and ensure they are fully compliant with the company’s TCF policy 5. To Answer compliance queries from company Appointed Representatives 6. Responsible for ensuring that all policies and procedures created comply fully with the company’s TCF policy 7. Provide advice and guidance on relevant FSA legislation and company procedures for the benefit of company management and its members SELECTION CRITERIA Skills: • Strong analytical ability • Ability to work on own initiative • Excellent communication and listening skills • Attention to detail • Report writing • Ability to work under pressure & meet tight deadlines Knowledge: • Extensive knowledge of the FSA handbook & subsequent updates • Awareness and understanding of current regulatory changes, i.e. RDR and MMR • In depth knowledge of company Compliance & T&C procedures – Desirable Experience: • Experience of working within a Compliance Department • Financial Services Experience • Strong Investment and Pensions Experience • Proficient in Microsoft Office/Outlook If you have the required skills and experience, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Paraplanner - Nottinghamshire Salary/rate £24000 - £30000/annum + benefits Location Nottinghamshire, East Midlands Job Number 101334324 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Paraplanner Nottinghamshire Salary to c£30,000 + generous benefits My client is a firm of Independent Financial Advisors who have an enviable reputation which has been built up over more than 30 years. They offer their clients a full and personal financial planning review service covering areas such as protection, savings and investments, wealth management, retirement planning, tax planning and business advice. Due to continued business success, my client is now looking to appoint a further Paraplanner to join its’ existing team of experts. We are looking for an experienced paraplanner to fulfil this role, one who is able to deal with the complexities of financial planning and who is ideally at least Diploma qualified, with particular experience in taxation (J01 and/or J02). The main areas of responsibility for this role will be: To prepare and maintain the client files To prepare recommendations by way of detailed product research and drafting of recommendation reports To implement recommendations by way of accurate suitability reports To carry out timely and effective client reviews and investment analysis If you have paraplanning experience, a high level of technical knowledge, and have achieved Diploma level along with J01 ideally, then please APPLY BELOW or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Pensions Project Manager - Nottinghamshire Salary/rate £30000 - £35000/annum + benefits Location Nottinghamshire, East Midlands Job Number 101334667 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Pensions Project Manager - Nottinghamshire Salary c£35,000 (negotiable) + benefits My client is a leading financial services group, with offices throughout the UK and they provide independent financial advice to both corporate and private clients. Their financial advisory specialists are amongst the most highly qualified in the industry and so the person we are looking for will be a highly experienced and qualified individual within the pensions marketplace, one who can compliment the existing team and demonstrate a clear technical understanding of pensions and the surrounding rules and regulations. In particular, you will be working on projects within the pensions defined benefit de-risking division, assisting in moving the business forward, implementing procedures and working closely with team members, consultants and senior management within the organisation. Particular areas of focus will be: DB to DC transition At Retirement (Secured and Unsecured Income options) – DB and DC Enhanced Transfer Value (ETV) exercises Pension Increase Exchange (PIE) exercises Flexible Retirement Option (FRO) exercises If you can demonstrate a sound understanding of the pensions marketplace and experience within project management, then please enquire confidentially by contacting Angela Liscombe at North Oak Recruitment or APPLY NOW below with your up to date CV. Recognised industry qualifications such as G60 or AF3 would be a distinct advantage. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Financial Services IFA Administrator - Nottingham Salary/rate £16000 - £22000/annum + benefits Location Nottinghamshire, East Midlands Job Number 101324346 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Financial Services Administrator - Nottingham to c£22,000 + benefits Our client is a highly regarded national IFA based in Nottingham, with prestigious premises and fantastic opportunities for career development. They are looking to add to their existing team of administrators, and are looking for individuals with previous or current experience within Financial Services Administration. Your role will include: Processing new business, including pensions and investments proposals Liaising with Clients, Consultants, Head Office and Life Companies Preparing portfolio valuations Updating and maintaining accurate computerised client records Dealing with general client queries Reconciling commissions Maintaining an awareness of market changes and your own personal development Our client is committed to recruiting the best in the industry, and so will support you to take further industry qualifications and can offer excellent career progression within the organisaiton. If you have previously carried out a similar role within the financial services industry, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Paraplanner - Great opportunity in Nottingham Salary/rate £20000 - £27000/annum Excellent benefits + parking Location Nottingham, East Midlands Job Number 101325688 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Paraplanner – Nottingham A role has arisen for an experienced paraplanner in the Nottingham Office of this impressive IFA organisation. You will be supporting the Managing Director taking responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan. Main duties will include but are not limited to: • Identify and obtain the information necessary to compile lifetime cashflow forecasts • Identify suitable solutions to meet the clients’ needs • Prepare financial planning reports • Act as main point of contact and deal effectively with technical queries • Organise future planning meetings with client You should be able to demonstrate an aptitude for problem solving using your technical knowledge to identify client solutions. Due to the complex nature of the client bank, strong technical knowledge in pensions and investment planning are valuable, as will be the ability to carry out tax calculations. The person will also be required to coordinate the workflow between the Managing Director and the administration team. A high level of initiative, responsibility and autonomy is therefore required. To be considered for this role you will possess at least 5 years’ experience in a financial services environment and have achieved Certificate in Financial Planning and be working towards the Diploma in Financial Planning. You will be proficient in all aspects of Microsoft Office and ideally be conversant with Truth and Advisor Office. On offer is an excellent office environment. Free onsite car parking is currently available. The salary on offer is completely dependent on experience and qualifications. If you are ready to join a forward-thinking, progressive company, then please apply now below, or contact Angela Liscombe for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title IFA Administrator / Client Services Administrator Salary/rate £17000 - £19000/annum negotiable depending on experience Location Nottingham, East Midlands Job Number 101325690 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description IFA Administrator - Client Servicing Administrator (full time) Salary dependent on skills and experience, in the region of £18,000 per annum A role has arisen for an experienced IFA Administrator based in the Nottingham Office of this impressive IFA organisation. Main duties will include but are not limited to: • Processing new business applications • Obtaining illustrations and valuations • Inputting information onto client database • Preparing client reports / correspondence • Dealing with client queries by phone / in writing • Preparing client reviews To be considered for this role, you will have experience working in an administration capacity within an IFA practice and can utilise Advisor Office. Ideally, you will have experience of Wrap Platforms and hold the Certificate in Financial Planning (or equivalent) but if you can demonstrate excellent knowledge and experience then it is not a necessity. You must be competent answering the telephone and professional at all times with a high degree of organisation and accuracy, including excellent numeric and literacy skills. On offer is an excellent office environment. Free onsite car parking is currently available. The salary on offer is completely dependent on experience and qualifications. If you are ready to join a forward-thinking, progressive company, please apply below or contact Angela Liscombe for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Senior Compliance Monitoring Assistant Salary/rate £20000 - £26500/annum + benefits package Location Solihull, West Midlands Job Number 101327763 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Senior Compliance Monitoring Assistant Solihull, to £26,500 + excellent benefits Our national client is looking to appoint a Senior Compliance Monitoring Assistant to be based in their Solihull offices. Responsibilities of the role: • To be responsible for monitoring of appointed representative firms and advisers through desk-based reviews • Undertake relevant activities with operational teams to improve the quality and consistency of compliance work undertaken in operational areas, including:, on-site visits, advice suitability reviews, skills assessment reviews, risk assessments, financial reviews and advisor fit & proper reviews. • To report any anomalies to the Compliance Management Team, agree actions and solutions . • Assist with the maintenance of accurate records of the Compliance Monitoring Team activities in producing accurate and relevant MI to enable risks posed by our internal practices and procedures, appointed representative firms and advisers to be identified, considered and mitigated. • Maintain accurate records of the Compliance Monitoring Team activities and produce accurate and relevant MI to enable risks posed by our internal practices and procedures, appointed representative firms and advisers to be identified, considered and mitigated. • Assist with the embedding of TCF and the Company Risk Framework • Assist with the development and championing of quality assurance standards across the company. • Progress own development • To undertake projects as and when required, to support the needs of the business or to achieve departmental objectives. Experience: • Proven track record within a financial services industry • Experience in a risk based/analytic role. • Experience of advice suitability checking • Internal monitoring experience Qualifications: • Essential o Financial Planning Certificate (or equivalent) o Certificate in Mortgage Advice and Practice (or equivalent) • Desirable o Mortgage & Protection Qualification (Desirable) o CII Diploma Level or Equivalent or Progress towards QCA4 o Some or all of: CF7 or CELM with HR1 or ER1 CF8 (or equivalent) J05 (or equivalent) AF1 (or equivalent) AF3 (or equivalent) If you feel you have the required skills and experience, then please APPLY BELOW or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title SSAS & SIPP Administrator Salary/rate £20000 - £24000/annum 25 days holiday, DIS Location Leicester, East Midlands Job Number 101298152 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description SSAS Administrator - Leicester - to £24,000+ benefits This is a fantastic opportunity to join one of the largest and most widely respected firms of independent financial advisers in the UK. Your role will be to provide an efficient and consistent administration service to SSAS & SIPP clients and the consultancy base, work towards developing positive communication and working relationships with both clients and internal advisers; identify and resolve problems that may arise with day to day work issues in the department and to have a good working knowledge of the in house computer system. Knowledge/Qualifications: With experience of administering SSAS/SIPP pensions you will need to have a good working knowledge of the concepts of self-administration and HMRC rules and practice. You should be proactively working towards increasing your technical knowledge of all aspects of SSAS/SIPP. The administrator must be qualified to good GCSE standard. If you have previous experience of administering SSAS/SIPP pensions and have excellent working knowledge of self-administration and HMRC rules and practice, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Business Development Manager - Pensions Salary/rate £30000 - £60000/annum to c£40,000 basic + car allowance, Location London, South East Job Number 101326034 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Business Development Manager - Pensions Salary to c£40,000 + benefits, car allowance and attractive OTE South of England Due to continued strategic growth, my client, a specialist SSAS and SIPP pension company is looking to appoint a further Business Development Manager to cover the South of England. Working closely with the Director, bus as part of a wider team, you will be responsible for identifying new clients and building and maintaining relationships. Working to performance targets, the key responsibilities are to identify new target clients. Target clients will in the main be IFAs, plus potentially wealth managers, accountants, solicitors, private client stock brokers or any other organisation who control groups of high net worth investors. You will have a good knowledge and understanding of issues relating to IFA / introducers and be able to adapt the approach accordingly. The role will involve creating and building relationships with new IFAs by initiating client meetings, seminars and presentations to create opportunities for new scheme generation. You will maintain current and new client relationships and manage the two way flow of information between IFAs and the administration team. You will create, build and maintain long term client relationships, through quality of service and providing technical support to introducers. Of course, you will need to maintain your own knowledge of current affairs and changes in legislation to pension products / services and be able to explain the potential benefits and disadvantages of various products and services suggested to clients. If you have a proven track record of business development within the financial services industry, in particular, pensions, then please apply below or contact Angela Liscombe for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Senior Financial Services Trainer Salary/rate £35000 - £40000/annum + Car allowance & benefits package Location West Midlands Job Number 101323431 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Senior Financial Services Trainer – Solihull £35,000 - £40,000 + car allowance and benefits package Our client is a national independent financial services organisation, and they are looking to further strengthen their training department by appointing a Senior Company Trainer, who will report to the Training Resources Manager. Key components of the role will be: To Design, Deliver and Facilitate company training programs and courses To update training material and courses and to assist in the further development of courses as required To closely adhere to the companies’ Training & Competence manuals To assist in ensuring that the company is using the most up to date technology to support the efficient delivery of training To complete organised web based training events To assist the Resource Training Manager in ensuring that all training activity is well organised and managed efficiently To continue to progress your own personal development Personal Attributes: We are looking for a strong communicator, who is adaptable and of course, a team player. You will be comfortable working under pressure, you will be pro-active, forward thinking and able to work on your own initiative. You will have excellent coaching and presentation skills and an ability to deal with people at all levels. Specific Knowledge and Experience Requirements An in-depth understanding of FSA T & C requirements Proven experience of delivering and designing management programs Experience of working within Financial Services Literacy of computerising sourcing systems (Trigold etc) Literacy of back office systems Qualifications Required QCF Level 4 qualified or industry equivalent (consideration may be given to individuals who are part qualified) Mortgage Qualification (desirable) Training Qualification (desirable) If you are interested in this role and have the required experience within training for the financial services industry, then please apply below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Client Services Support - Pensions Salary/rate £20000 - £25000/annum + extensive benefits Location Warwickshire Job Number 101325136 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Client Services Support - Pensions Salary to £25,000 + full benefits package My client is a dynamic and forward thinking Pension IT company, and due to continued success they are looking to expand their support team. This position is an important and highly customer-facing role within the business. The position entails frequent contact in all forms (meetings, telephone, email etc.) with a broad range of customers. The role involves a broad range of skills, but particularly high level technical pensions knowledge, and the ability to communicate clearly and concisely both in writing and verbally. Responsibilities Provide first line user support for the Pension IT systems that our client provides Communicate details about existing modules and additional functionality options to new and existing customers as relevant to their needs. Communicate details of additional functionality business requirements arising from user feedback using internal workflow processes and systems. Develop, produce, amend and maintain all customer-oriented system documentation including user guides, training manuals, procedure manuals and release notes. Work with internal workflow processes, systems and structures to support an effective support services operation. To deliver system user training sessions Skills and Attributes Good technical knowledge of the pensions industry in the post A Day environment. Confidence in operating within a client-facing environment. Structured and organised approach in resolving client queries. Effective time management If you have good pensions knowledge, in particular SSAS and SIPP, and the ability to build and maintain professional relationships, then please APPLY NOW below or contact Angela Liscombe for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title IFA Administrator / Financial Services Administrator Salary/rate £18000 - £22000/annum extensive benefits package Location Nottinghamshire, East Midlands Job Number 101301521 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description IFA Administrator - Nottinghamshire To £22,000 + extensive benefits package including pension and healthcare A fantastic opportunity to join an IFA in Nottinghamshire with an enviable reputation. The role will be varied and fulfilling, and will utilise all the skills you have gained in a similar IFA administrative support role. Day to day, your role will be to provide administrative support to the IFA Consultants, whilst working within a team of existing administrators. The main areas of business that you will deal with will be pensions and investments, and so knowledge and experience in this area will be required. Typically, the role will involve: • Processing new business and new schemes • Liaising directly with clients, either by telephone or in writing • Preparing pension and investment portfolio valuations • Administering a portfolio of pension schemes (starters/leavers/payments and reviews) • Dealing with requests and enquiries from Consultants • Dealing with fees and commissions Skills, Experience and Qualifications required: • Have an understanding of processing new business for pensions and investments business • Have an understanding of employee benefits and group risk administration • Be familiar with 1st Advisor Office • Have a minimum of Maths and English at GCSE Grade C or above • Have passed or be studying for a relevant financial planning qualification • Have a working knowledge of the Microsoft Office suite of IT applications If this role is of interest and you have the required skills, experience and qualifications, then please APPLY NOW below or contact Angela Liscombe for a confidential discussion. Job Type Permanent Contract Length N/A Start Date Contact Details

Job Title Paraplanner - Great opportunity in Leicestershire! Salary/rate £25000 - £32000/annum + generous benefits Location Leicester, Leicestershire Job Number 101318958 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Paraplanner - Leicestershire - salary c£30,000 + generous benefits My client is an established IFA based in Leicestershire who primarily specialise in Investment and Tax planning for wealthier clients, and are also developing their Long Term Care business. They are now looking to appoint an experienced paraplanner with Full FPC or equivalent who is well on their way to Diploma level, to support the 2 directors of the company and are offereing a very attractive package of circa £30,000 per annum + generous benefits. Purpose of role: To provide extensive technical support to the financial planners (Directors). Accountabilities: • Manage the planning workflow. • Receive and implement requests from planners. • Gather and record client data. • Prepare reports to a professional and timely standard. • Provide information for regular client reviews and identify areas not covered. • Communicate with selected clients (face to face or remote) and third parties. • Develop and maintain all processes relevant to technical support. • Delegate and communicate clearly with technical and client support. • Undertake financial planning and product-based research. • Operate within the compliance and corporate standards of the business. • Undertake appropriate professional development and training. • Report on key measures on a regular basis. Skills, knowledge and experience: • Superb technical knowledge. • Ability to use research tools (e.g. Analytics, eXchange, Assureweb, Aequos) technical financial planning tools, financial modelling and back office software (Advisor Office by Avelo formerly known as 1st software). • Clear understanding of the planners' role. • Interpersonal skills to develop and maintain client trust and inspire confidence. • Articulate – able to communicate effectively in verbal and written form. • Solutions orientated – imaginative. • Highly organised, methodical, analytical, disciplined. • Working towards CII chartered status or IFP Certificate. If this role is of interest and you have the necessary skills and experience then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

Job Title Paraplanner - Fantastic opportunity in Solihull! Salary/rate £25000 - £35000/annum + full benefits package Location Solihull, West Midlands Job Number 101319286 Posted 20/02/2012 (08:51) Agency/Employer North Oak Recruitment Ltd Description Paraplanner – Solihull, West Midlands My client is a national organisation with prestigious offices in Solihull. They are now looking to appoint an experienced Paraplanner to join their existing team and so we are inviting applications from individuals who are already performing a similar paraplanning role in the area. Day to day your role will be to assess clients’ needs from completed fact finds, to conduct an analysis of their existing portfolios, to research the market to find the most suitable products and solutions in line with their particular attitudes to risk and to prepare comprehensive and bespoke financial planning reports. You will be encouraged to continue with your own personal development through self study and also through the company’s’ internal training department, which will support you in achieving further industry qualifications to the desired level. You will need to have good interpersonal skills along with effective communication and report writing skills, which will have been gained in a paraplanning environment. You will have good technical knowledge and have a complete understanding of FSA guidelines and compliance requirements. If this role is of interest and you have previous paraplanning experience, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion. Job Type Permanent Contract Length N/A Start Date ASAP Contact Details

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