 |
| Job Title |
|
HR Advisor |
| Salary/rate |
|
£25000 - £27000/annum Benefits & Bonus |
| Location |
|
Farnborough, Hampshire |
| Job Number |
|
101347211 |
| Posted |
|
24/05/2012 (17:14) |
| Agency/Employer |
|
Coast Specialist Recruitment |
Description
|
|
HR Officer
Basic to £27,000 plus benefits
Farnborough
Summary of Area/Department Focus:
The role of the HR function is to add significant value to the Company to ensure that appropriate business strategies are devised, planned and implemented. The specific emphasis is on the construction of an company wide approach to the management of people, reflecting that encompasses a range of business services and that the intent is to maximise the contribution and potential of all employees.
The HR function develops and implements people management programmes and interventions that result in company improvement, sustainability and profitability through the appropriate resourcing; training, development and reward of its employees
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| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
Immediate |
| Contact Details |
|
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| Job Title |
|
Group Pension Sales Support |
| Salary/rate |
|
£25000 - £28000/annum 8 month FTC |
| Location |
|
Hampshire |
| Job Number |
|
101347011 |
| Posted |
|
23/05/2012 (14:48) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
GPP Sales Support
£28,000
Farnborough - 8 Month FTC
The purpose of this role is to support the Group Risk Team in the delivery of administration support across a range of whole of market financial products and services within this specialised area.
The role will require good administration skills with detailed knowledge of Group Risk products and services to deliver a professional service to both clients and key business writers.
To promote teamwork by helping colleagues and consultants to meet client service requirements in line with companies propositions.
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| Job Type |
|
Contract |
| Contract Length |
|
8 Month Fixed Term C |
| Start Date |
|
Immediate |
| Contact Details |
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| Job Title |
|
Business Quality Officer |
| Salary/rate |
|
£30000 - £35000/annum Full Benefits inc. Flexi Time & Pen |
| Location |
|
Farnborough, Hampshire |
| Job Number |
|
101347009 |
| Posted |
|
23/05/2012 (14:39) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Summary of position:
To manage and monitor the process for Business Quality Unit (BQU) and Consultant checking levels.
To manage the team of BQ Officers
To audit and monitor the quality of output from the BQU Officers via 'Check the Checker processes, to ensure any weaknesses in quality is identified and appropriately addressed.
To remotely review the suitability and quality of advice given to customers by Consultants representing the company and to ensure that any identified areas of concern or development are appropriately addressed.
To maximise risk mitigation by providing proactive identification and monitoring of regulatory, control and process risks, thereby supporting management in ensuring the optimisation of suitable consumer outcomes.
A full job specification is available upon request; this is a superb position with a leading UK financial practice.
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| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
Immediate |
| Contact Details |
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| Job Title |
|
Home based Underwriters |
| Salary/rate |
|
£25000 - £38000/annum Up to £38,000 pa + excellent bonuse |
| Location |
|
UK |
| Job Number |
|
101346874 |
| Posted |
|
22/05/2012 (16:28) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
As the UKs fastest growing writer of enhanced annuities and a specialist provider of financial solutions for people with health or lifestyle conditions, out client is experiencing a period of extreme growth.
The underwriting team provides the organisations market leading underwriting service and delivers a high standard of decision making that they continuously review to improve customer outcomes. As the key technical division, they are called upon to provide support across the business on all products, in terms of advice, audit and oversight.
Their underwriters enjoy the challenge of the role which is continuously offering personal development. The team is friendly and dynamic with a 'can do attitude and strives to deliver a great performance.
They are proud to have won the 5 Star Service award as voted for by the financial advisor market place, but are always looking to challenge their thinking to keep them ahead of their competition and maintain their award winning status.
Purpose of the role -
To assess applications received in order to determine whether they are acceptable and what underwriting terms should apply within a compliant framework whilst providing excellent customer service.
Key responsibilities -
1- Operational underwriting: To undertake the assessment of applications, respond to queries and carry out Post On Risk underwriting analysis.
2 - Service excellence: To provide an excellent level of customer service at all times to all customers, internal and external.
3 - Risk management: To ensure regulatory, legal and operational risks are identified and managed through appropriate controls and a culture of service quality.
4 - Maintain competence: To maintain your own competence and personal development.
Skills and knowledge -
- Previous experience of medical underwriting; financial services experience preferred
- Able to work as part of a team amidst a challenging environment
- Market, risk and business awareness/experience
- Annuity, pensions and life experience preferable
- CII Life & Disability Underwriting Diploma (Modules 555, P05, 735) are desirable. Partnership will sponsor and support the 555 exam.
- CF1 is desirable
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
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| Contact Details |
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| Job Title |
|
HNW Paraplanner |
| Salary/rate |
|
£25000 - £40000/annum £25,000 - £40,000 |
| Location |
|
Kingston Upon Thames, Surrey |
| Job Number |
|
101346868 |
| Posted |
|
22/05/2012 (16:24) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Our client is looking for an experienced paraplanner for their Chartered FP IFA practice.
Ideally they are looking for someone with a CII Diploma or equivalent, but they will consider an experienced paraplanner who looking to become chartered
You will need experience of completing research and reports for investment and pension scenarios, particularly for their more mature and high net worth clients
Good standard of English and Maths
Computer Skills/ use of Microsoft Office esp. Excel/ Word
Personal drive and enthusiasm to develop knowledge and skills
Organised with an eye for detail
Able to represent the Company in a professional manner during client meetings attended with Advisers
Someone interested in, and capable of moving to an advisory role within 3 years
Salary will reflect experience and qualifications, ideally up to £35,000, but will consider £40,000 especially for diploma.
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
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| Contact Details |
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| Job Title |
|
Pension Administrator |
| Salary/rate |
|
£19000 - £22000/annum £19 - 21,000 + Benefits |
| Location |
|
Redhill, Surrey |
| Job Number |
|
101346867 |
| Posted |
|
22/05/2012 (16:22) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Our client is a leading provider of financial services who is rapidly expanding. They have a requirement for experienced pensions administrators, ideally with knowledge of post retirement pensions.
Excellent career prospects are available along with a competitive salary, generous bonuses and good benefits.
For further information please apply on line today
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
|
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|
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| Job Title |
|
Team Leader x 6 |
| Salary/rate |
|
£25000 - £28000/annum £25-28,000 + benefits |
| Location |
|
Redhill, Surrey |
| Job Number |
|
101346864 |
| Posted |
|
22/05/2012 (16:18) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
A great opportunity to join this expanding provider of financial services products.
You will be responsible for managing and supervising a team of professional administrators, meeting business targets, customer expectations and quality standards within a regulatory framework.
There are 6 Team Leader vacancies.
Key responsibilities:
To manage and control the team to ensure the provision of excellence service in line with agree service levels
To understand and implement relevant aspects of the company's and departmental business plan
To ensure regulatory, legal and operational risks are identified and managed through appropriate controls and a culture of service quality
To lead, supervise and manage the performance of your team to ensure you have sufficient, capable resources to enable your area's operational objectives to be met
To maintain your own competence and personal development, and undertake professional study (fully supported in house)
You will need to have team leading experience in the financial services sector (ideally life, pensions, and equity release); able to work as part of a team and provide leadership when required; experienced in coaching or mentoring others, preferable.
A competitive salary is offered along with excellent bonus opportunities and benefits.
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
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| Job Title |
|
Strategic Operations Manager |
| Salary/rate |
|
£70000 - £85000/annum £70-85,000 + benefits |
| Location |
|
Redhill, Surrey |
| Job Number |
|
101346860 |
| Posted |
|
22/05/2012 (16:15) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Initially a 6 month fixed term contract, with strong possibility of it becoming a permanent role.
Due to business growth, our client, a leading provider of Retirement, Care, protection and Equity Release products is urgently seeking an experienced Strategic Manager to report directly to the Director of Customer Administration.
Previous experience of Customer Administration or Telephone team strategic management is highly preferable. However, experience of the financial services industry is essential, ideally Life & pensions.
Proven strategic management experience is essential, with regard to KPI & SLA target % improvement, cost saving to the business, % reduction is staff turnover, numbers of staff in teams and structure of the teams.
Key responsibilities:
Operational Management
Business Plan delivery
Governance and Risk Management
Manage Competence
Lead and Manage the Team
Continuous Improvement
Proven operations management, strategic management, regulatory life and pensions, extensive knowledge of projects and change
CII certificate in Financial Administration (CiFA) or equivalent, (CII modules CF1 and FA1/FA1), CII modules CF3. CF4, CF8, ER1, FPC/Cert PSF
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| Job Type |
|
Contract |
| Contract Length |
|
6 month initially |
| Start Date |
|
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| Contact Details |
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| Job Title |
|
Paraplanner |
| Salary/rate |
|
£25000 - £30000/annum £25,000 - £30,000 |
| Location |
|
Leatherhead, Surrey |
| Job Number |
|
101346845 |
| Posted |
|
22/05/2012 (15:56) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Our client, a successful firm of Family Wealth & Legacy Advisers is looking for an experienced Financial Services Administrator to work in a team dealing with all aspects of the business. Your role will include:_
Sales support administration, liaising with Clients, Providers and other professionals.
You will be involved with administration of Will Writing and Power of Attorney.
You will assist the Business owner in preparing for meetings.
Portfolio management and valuations and other investment administration
Writing correspondence and procedures
Report writing and research
Clients are individuals and small businesses
This is a unique role and is a great opportunity for an experienced individual that is keen to learn and acquire new skills. The company is a small, friendly business therefore candidates must be a good team player willing to undertake given tasks. Career progression can be offered if desired by the successful applicant.
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
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|
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| Job Title |
|
IFA Sales Support Administrator |
| Salary/rate |
|
£20000 - £25000/annum £20,000 - £25,000 |
| Location |
|
Worthing, West Sussex |
| Job Number |
|
101346844 |
| Posted |
|
22/05/2012 (15:53) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Our client, a successful and well established IFA practice is looking for an experienced and qualified IFA Support Administrator to join their team working on the corporate and private client side of the business.
Duties include:-
Processing complex new business cases in a timely manner
Policy changes
Carry out reviews for clients and provide advisor with accurate schedule of policies and investments as well as accurate analysis of asset allocation
Working with model portfolios
To interpret information sent by clients
Using 1st Software
Ensuring files comply with internal procedures and regulatory requirements
Candidates should be able to demonstrate the following:-
Knowledge of the financial planning process
A good understanding of SIPPs, offshore bonds and fund platforms
A basic understanding of final salary pension schemes, asset classes and the workings of investment funds
Knowledge and understanding of tax rules
II literate; knowledge of 1st Software a strong advantage
Certificate in Financial Planning or progression towards
2-5 year5s experience working in an administrative role within the financial services industry
Problem solving ability
Excellent communication skills
An ability to acquire knowledge quickly
An understanding of with profits investments or be able to acquire it quickly
Ability to write clearly and grammatically to clients
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
|
|
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|
|
| Job Title |
|
Customer Service & Sales Support |
| Salary/rate |
|
£21400/annum £21,400 + bonus + benefits |
| Location |
|
Reigate, Surrey |
| Job Number |
|
101346841 |
| Posted |
|
22/05/2012 (15:50) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
A leading provider of retirement solutions who have grown from strength to strength since their launch in 2004 are currently recruiting Customer Service Co-ordinators due to continual growth.
As a member of the Customer & Sales Support Team you will be the first point of contact for all telephone calls, quotes, agency and general enquiries from IFAs and customers and will provide accurate responses to meet customer requirements whilst maintaining excellent customer service
FS experience is preferred for this role but not essential. Strong customer service experience is a must.
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
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|
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| Job Title |
|
Business Development Financial Services |
| Salary/rate |
|
£23000 - £29000/annum £23,000 + £6,000 bonus + benefits |
| Location |
|
Reigate, Surrey |
| Job Number |
|
101346837 |
| Posted |
|
22/05/2012 (15:47) |
| Agency/Employer |
|
Coast Specialist Recruitment |
| Description
|
|
Our client a leader of Retirement Solutions, who have continued to grow over the last few years are looking to recruit Quote Managers to join their sales force.
You will be liaising with IFAs, following up quotes that they have asked for. Promoting the business products and building relationships with the IFAs, trying to ensure that you turn a quote into a confirmed application.
To actively manage a pre-defined diarised list of issued quotations in order to secure new business applications.
To undertake outbound calls to IFAs in order to convert quotations produced into applications, working towards individual pre-determined Personal Performance Indicators.
To maintain an up-to-date knowledge of competitors product ranges, legislative and business developments within the industry and to utilise this knowledge in outbound calls.
To build strong and productive working relationships with those persons quoting
Provide and maintain superior levels of customer service through the use of sophisticated telephony and Bespoke IT systems.
FS experience is required, preferably B2B sales and an ability to hit sales targets. They will also look at an individual who has worked within the IFA market within a Customer Service role who has the potential to move into a sales role.
£23,000 + £6k bonus + benefits
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| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
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| Contact Details |
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