Finance Jobs in Derbyshire

Indpendent Financial Advisor

All Clients and Leads Supplied

Basic £30,000 - £45,000 plus superb benefits package and bonus

The Job Applicant – skills, knowledge and experience:

•Have a suitable business qualification which satisfies the demands of the job (leading towards the Diploma in Financial Planning) Diploma preferred or one or two exams away

•Be able to demonstrate relevant experience in a client facing role

•Be able to show evidence of rapport building ability and commercial awareness

•It is desirable that the successful applicant will already have the Diploma in Financial Planning

Working on behalf of the European Head Quarters based at a clients site in the Midlands. This Audit Advisor role is paying Between £30,000 and £40,000 plus bonus.

You will have either accounting, accounts payable or recovery audit experience.
Strong Analytical Ability
Capability to analyse vendors systems
Ability to work independently.
High sped internet must be available at Auditor's home base.
Ability to travel extensively as required.
Driving Licence and car ownership essential.
Significant knowledge of SAP, Oracle, JD Edwards, accounting and auditing procedures and practices.
Extensive knowledge of client ERP...

Working on behalf of the European Head Quarters based at a clients site in the Midlands. This Audit Advisor role is paying Between £30,000 and £40,000 plus bonus.

You will have either accounting, accounts payable or recovery audit experience.
Strong Analytical Ability
Capability to analyse vendors systems
Ability to work independently.
High sped internet must be available at Auditor's home base.
Ability to travel extensively as required.
Driving Licence and car ownership essential.
Significant knowledge of SAP, Oracle, JD Edwards, accounting and auditing procedures and practices.
Extensive knowledge of client ERP...

Collections Advisor/Account Manager

£17k – £19k

Nottingham city centre

Thorn Baker have the pleasure of recruiting for a variety of permanent positions for a large and established firm based in Nottingham.  As a Collections Advisor/Account Manager you will be responsible for providing excellent service to existing and new customers. You will also have a strong multi mix of skills including sales, customer service and debt management background.

Having worked within a call centre environment, you will have the knowledge of working of Microsoft office software and varied CRM databases.  You...

Accounts Senior £30,000 pro rata+ Holiday

Part time c25 hours per week

ATA are working with a successful independent practice to support the recruitment of an Accounts Senior. We are currently looking to identify an accounts professional with a solid private practice background.

You will deliver dedicated advisory support and work closely with a key client to ensure exemplary delivery of advice, support and technical expertise.

Your role as an Accounts Senior will include:

o Preparation of management accounts

o Calculating VAT liabilities

o Monthly reporting and close client liaison

o...

Accounts Tutor
South Yorks and the East Midlands.
To £24K

Our client is a leading training provider and currently require an Accounts Tutor to cover centres across South Yorkshire and the Midlands. Ideally candidates will be qualified up to Level 4 AAT or above (ACCA).

It would be highly advantageous if candidates were A1 and V1 qualified. This is classroom delivery so PTLLS is also desirable. However, the AAT qualifications/experience is the main criteria needed.

This is a field based role so a UK driving licence and access to vehicle is essential. ...

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...

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. ...

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

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...

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...

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...

File Reviewer - Compliance Assistant - part-time - Nottingham
up to c£21,000 full time rate + benefits

An excellent opportunity within a very established amd forward thinking IFA organisation in Nottinghamshire.

You will be working very closely with the Company Compliance Officer and will assist in the function of carrying out File Reviews.

To carry out this role, you will need to have a solid background within either an IFA or Provider/Life Company, and will have been responsible for reviewing files, or worked closely with IFAs/Financial Advisers in the past.

You will need to be FPC qualified or equivalent, and...

Technical Paraplanner / Advisor
Nottingham
£25,000 - £35,000 + Benefits

Our client is a National IFA, with an office in Nottingham and they are looking to appoint a Technical Paraplanner/Advisor to join their existing team.

Paraplanning duties such as report writing for wealth management clients, complying with FSA guidelines, analysing client portfolios and carrying out product research, will of course form part of your day to day duties, however, you will specifically have responsibility for pension business and in particular, pension transfers.

You will prepare and deliver pension project work and will train advisors...

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:

Financial Services Consultant, IFA Organisation, Nottinghamshire
£28,000 - £35,000 per annum basic salary + benefits and bonus

My client is offering a unique and exciting proposition within the Independent Financial Services Industry. You will have the opportunity to join a leading financial services group, who have UK coverage and deal with both private and corporate clients for wealth management, corporate investment, employee benefits, group risk and much more.
As a Consultant, this particular role will be mainly ‘desk based’ and will utilise your technical skills, your enhanced communication skills and your ability to maintain...

Corporate Technical Support / Corporate Paraplanner
Nottinghamshire - £25,000 - £30,000 per annum + benefits

We have an exciting opportunity to work within the central Employee Benefits team of this impressive and well regarded national IFA organisation.

With RDR approaching there is a new and significant demand for high quality documentation, template reports and client facing material as well as general technical support.

My client is therefore creating another role for a Corporate Technical Support / Corporate Paraplanner to work in a small team focused on supporting their Consultants and Client Support staff in...

Compliance Manager - Leicestershire - c£55,000 + excellent benefits

My client is a very prestigious company, who has grown phenomenally over the past 10 years, and they are looking to appoint a Compliance Manager who has previously performed this role within a financial services environment.

Your role will be to ensure that the company fulfils all regulatory requirements in line with FSA guidelines, and that all policies and procedures are fully updated and communicated within an ever changing regime.

You will work closely with other Senior Management and the Board to ensure that compliance procedures are maintained effectively...

Paraplanner – Nottingham
c£25,000 + benefits

My client is a well known and ever expanding National IFA and due to continued growth they are now looking to appoint an experienced paraplanner.

Day to day, you will:

Provide technical and analytical support to consultants and others, and will research and obtain new business comparisons & quotations, fund fact sheets, etc.
Help to write Suitability Reports, technical bulletins, etc
Take a shared responsibility for ensuring that Suitability Report, fact find and anti-money laundering procedures are properly followed.
Have written and telephone contact directly with...

Paraplanner - Nottingham

to c£24,000 per annum + benefits

My client is an established IFA organisation based in Nottingham, providing Wealth Management Advice to high net worth clients. Due to continued success, they are looking to appoint a further paraplanner to join their existing team.

You will be providing paraplanning to an IFA who deals with the full range of life, pensions and investment advice, and day to day you will be dealing with general queries, carrying out product research, dealing with valuations, report writing and updating the 1st Software system which my client uses to the full.

Requirements for...