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<title>Jobs In Bristol - IDEX Recruitment</title>
<link>http://www.idexrecruitment.com/rss/bristoljobs.aspx</link>
<description>Get the latest IDEX Jobs In Bristol, and apply direct online at www.idexrecruitment.com</description>
<language>en-us</language>
<ttl>60</ttl>
<copyright>Copyright 1999 - 2012 IDEX Recruitment Ltd, All Rights Reserved.</copyright>
<lastBuildDate>9/January/2012</lastBuildDate>
<item>
<title>Pensions Administrator</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4999]]></link>
<description><![CDATA[Pensions Administrator
Bristol
Salary up to £19,500 dependent on experience

Working on the Pensions administration team it will be your responsibility to administer Group Schemes as well as liaise with scheme members and third party intermediaries.  This is a great opportunity for an individual who wishes to progress their career within Pensions.
 
Key responsibilities & accountabilities 

•	Performing various administration tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths, this includes: 
•	Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company. 
•	Updating relevant pension administration databases and systems. 
•	Logging and scanning post/correspondence. 
•	Handling both Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) queries. 
•	Receiving and handling internal and external telephone queries. 
•	Running automated systems calculations. 
•	Performing manual benefits calculations. 

Knowledge & experience 
•	Previous office based experience ideally gained within the financial services or pensions industry would be advantageous. This role is likely to appeal to individuals with up to 2 years experience although not exclusive as all applications will be considered on an individual basis. 
•	Able to demonstrate a basic awareness and/or knowledge of pensions industry. 
•	Able to demonstrate a numerical aptitude evidenced by work related experience or academic achievements as listed below. 
•	IT proficient, in particular Microsoft Word, Excel & Outlook.<br /><br /><b>Salary: &pound;19500</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>9/January/2012</pubDate>
</item>
<item>
<title>Client Services Administrator</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4961]]></link>
<description><![CDATA[Client Services Administrator
12 Month Contract
Bristol
Salary: Circa 18.5k


The successful applicant will be acting as liaison for the Investor Centre with a view to delivering a first class service to their clients. You will effectively assist and support the Advisor(s) in delivering a professional and high level of service to clients of the business, in line with the Advisory Service Proposition.
   
Key responsibilities and accountabilities:

•	Maintaining a close working relationship with the Platform and work collaboratively to improve and deliver the efficient functioning of the platform on a day to day basis.  
•	Assist with new administration processes to ensure delivery of smart working practices with a consist approach across the business units
•	Ensure all processes deliver maximum efficiencies and non added value activities are kept to a minimum
•	Ensure all prospect details are entered onto the 1st system
•	Preparation of client file for meeting in accordance with compliance standards
•	Ensure smooth processing of application forms and client cheques (within 24 hours of receipt)
•	Set up and maintain cash arrangements on the Platform, including calculating funds required for income and fees
•	Provide contract notes/log in details to clients in a timely manner
•	Maintain oversight of cash balances on platform.
•	Ensure all clients have annual review dates on 1st database.
•	Ensure accurate valuation reports prepared for adviser in timely fashion.
•	Assist with general admin duties during absence and holidays
•	Open communication with team and advisers
•	Ensure emails are dealt with promptly


Skills and Qualifications
Time spent in similar role within Financial Services Industry 
Excellent telephone manner
Good working knowledge of investment products demonstrated by full FPC or CF equivalent.
Good working knowledge of Microsoft office systems
Good communication skills and ability to build rapport with internal / external clients
Exhibits a positive, ‘can do’ attitude<br /><br /><b>Salary: Negotiable</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>3/January/2012</pubDate>
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<item>
<title>IFA Sales Support</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J5087]]></link>
<description><![CDATA[IFA Sales Support  
Newport
18k  – 24k

My client, an establised and reputable IFA are seeking an experienced IFA administrator to work closely with the Director. Your resposibilities will include:

•	Producing suitability reports
•	Pre/Post sales administration
•	Researching products and liaising with Providers

Skills and attributes required
•	Previous IFA support experience with a proven record of producing suitability reports
•	Happy to work in a small office environment
•	A quick learner who can use their own initative<br /><br /><b>Salary: &pound;24,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>30/January/2012</pubDate>
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<item>
<title>Financial Planning Consultant – Cuckfield – Up to £25,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4924]]></link>
<description><![CDATA[Financial Planning Consultant – Cuckfield – Up to £25,000

An excellent opportunity for an experienced Financial Planning Consultant to join this team to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and proposition streams.

Job Role

•Contribute to the Desk Based Sales Team’s sales and target expectations by achieving individual sales targets and objectives, across the agreed product range and propositions.
•Gain client commitment using the company’s desk based sales process, which identifies business opportunities and documents agreed actions.
•Maintain a high degree of contact with clients via the telephone
•In conjunction with the Sales Manager or specialist, plan and implement bespoke campaigns, sales and marketing initiatives to fully maximise business potential
•Maintain a thorough understanding of all relevant products, propositions and legislative requirements
•Demonstrate a commitment to personal development through the enrolment on internal or external training programmes.
•Proactively support the use of technology including the submission of E commerce and self-service business to all clients. Also ensure all technological solutions for Management Information are fully utilised.  Solutions to include CCD, Dynamic Planner and Financial Express.
•Maintain an awareness of market trends and competitors to identify business opportunities, proactively feeding back to the Desk Based Sales Manager.

Skills and Experience Required

•Full FPC and mortgage qualification
•Experience gained within a similar role
•Understand current legislative and regulatory regime, so that business is conducted within the legal framework protecting the corporate brand and values
•Understand market conditions to maximise all profitable business opportunities<br /><br /><b>Salary: &pound;25,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>15/December/2011</pubDate>
</item>
<item>
<title>Nearly/Newly Qualified Actuary – Bristol – Salary Dependent on Experience</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4923]]></link>
<description><![CDATA[Nearly/Newly Qualified Actuary – Bristol – Salary Dependent on Experience 

An excellent opportunity for a nearly/newly qualified Actuary to join a financial services organisation to provide high quality pensions actuarial and consultancy support to the Senior Consultant. Working closely with both Principals and the client’s Senior Consultant to ensure effective and timely provision of actuarial and consultancy services.

Job Role:

•You will be involved in a wide range of actuarial and consulting tasks covering all aspects of pension scheme issues 
•Acting as a key member of the client actuarial team as well as providing direct support to the Scheme Actuary in the provision of actuarial consulting services for assigned clients.
•Day to day management of client relationships with trustees and corporate clients, acting as first point of contact where applicable
•Detailed involvement in all stages of triennial valuations, funding updates, company accounting work and other actuarial projects.
•Finalising valuation letters and reports.
•Preparing final draft client bills for Scheme Actuary and/or Principal, and participating in our internal recovery group meetings.
•Undertaking research on topical issues and legislative changes and presenting summaries for management and clients.
•Informal mentoring and developing of less experienced actuarial team members, including providing support throughout their actuarial examinations.
•Assisting with appraisals and recruitment activities where required, as well as supporting team leader in general HR and performance issues.

Skills and Experience Required

•A proven track record gained within the pensions actuarial consultancy industry is required. Able to demonstrate a very strong understanding of the various key areas of pensions actuarial work, including valuations, scheme funding framework, company accounting standards and knowledge of the pensions legislative environment. In addition the following areas of expertise are important; research, checking, handling complex calculations, strong technical pensions knowledge and project management abilities. 
•Previous pre-sales and presentational experience would be of distinct advantage to assist with client meetings and business development activities.
•Previous project management experience would be required to perform actuarial project based work.
•Strong IT skills competent in the use of Microsoft Office applications, in particular advanced knowledge of Microsoft Excel.
•A minimum of a 2.1 honours degree, 340 UCAS points or equivalent (excluding General Studies and AS Level grades) including a grade A in A-Level Mathematics or equivalent.
•Working towards (or have successful attainment of) FIA/FFA qualification. (If applicable the company will actively assist the incumbent in achieving FIA/FFA status by the provision of an actuarial support package as this is a contractual requirement).<br /><br /><b>Salary: Negotiable</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>15/December/2011</pubDate>
</item>
<item>
<title>New Business Administrator – Bristol - £18,000 - £20,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4845]]></link>
<description><![CDATA[New Business Administrator – Bristol - £18,000 - £20,000

An experienced Financial Services New Business Administrator is required to ensure all aspects of New Business processing are completed correctly and efficiently for the team.

Job Role

•Vet all applications received from Sales Support.  
•Process new business applications through to completion  
•Interpret and process special deals.
•Set up Customised Funds and recognise where a Trustee Fund is required. Determine &#37;’s to be allocated to each fund.
•Obtain Account Opening Forms and arrange completion for Discretionary Fund Management cases.
•Produce key feature illustrations where required.
•Provide information to IFA’s and customers in respect of the progress of New Business applications and increases to existing business.
•Deal with any Trust related documentation when processing Investment Bonds including the set up of Discounted Gift and Discounted Gift Bare Trusts. 
•Answer basic & complex queries raised by the client or IFA by letter, phone, email and fax.
•Deal with Cancellation Notices and the Payment of Refunds.
•Data collation and administration for Syndicated Properties.
•Undertake project work as and when required.

Skills and Experience Required

•You should have new business administration experience gained from within a Financial Services Organisation.
•Excellent organisational ability and communication skills
•Proficient in Word and Excel
•At least 5 GCSEs (or equivalents) including Maths and English
•FPC 1&2/FAFC2/CF9/equivalent or working towards. Consider further qualifications e.g. FPC 3
•Attention to detail, results orientated, team player<br /><br /><b>Salary: &pound;20,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>22/November/2011</pubDate>
</item>
<item>
<title>Sales Manager</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4860]]></link>
<description><![CDATA[Financial Sales Manager
Bath
Salary: 60k – 100k OTE

A great opportunity for an experienced Sales Manager to both influence and develop a strong regional sales team. Reporting to the Group Manager, this role encompasses both the management of Wealth Management and Consulting Advisers in a coordinated way to achieve the required sales targets and objectives.  

Responsibilities to include:
•	To ensure that advisers continuously adhere to Group Business Standards and regulatory requirements, embedding a culture of ‘Treating Customers Fairly’ (TCF) within the individual sales teams, whilst also contributing to the achievement of the Company sales target

•	To lead, manage, coach and develop the performance of teams within the general location, creating a positive working environment allowing individuals to achieve maximum potential 

•	To be accountable for the ongoing competency of advisers in their team and reinforcing non-tolerance of non-compliant behaviour

•	Demonstrate the ability to ensure cross referrals are maximised within the business by recording and monitoring the opportunities that are generated and reviewed on a monthly basis following the production of the MI Dashboards. 

•	To develop and motivate new and existing advisers/teams in line with the business plan, in order to meet the office sales target
•	To carry out regular (no less than quarterly) and effective performance review meetings (1:1s) with advisers/manager.

•	To ensure that all remedial actions arising from business and client file reviews (performed internally or externally) are carried out and resolved by advisers within the required timescales 

•	Implement effective training and development plans for all direct reports

•	Work with the Marketing Team to ensure a co-ordinated approach is achieved for marketing and prospecting plans

Knowledge and Skills

•	Ideally 5 years experience in managerial roles

•	Competent Adviser Status – preferably Dip PFS, plus JO7 and plan to achieve Level 4

•	Proven success as a business leader with commercial and organisational awareness skills

•	Excellent knowledge and practical experience of advisory process within financial services, and similarly for corporate business<br /><br /><b>Salary: &pound;60,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>28/November/2011</pubDate>
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<item>
<title>Technical Adviser – Bristol - £25,000 - £27,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4798]]></link>
<description><![CDATA[Technical Adviser – Bristol - £25,000 - £27,000

An excellent opportunity for an experienced Financial Services Administrator to join a Financial Services Organisation to support consultants in the sales process. 

Job Role:

• To assist consultants in dealing with new business opportunities 
• To assist consultants in reviewing client’s existing portfolios/products
• Dealing with technical queries from Consultants or Clients
• Ensuring that the Company’s New Business Procedures are adhered to
• To produce technically competent and compliant client reports
• To produce reviews in line with agreed format
• Product and fund research via, for example, Aequos, Financial Express, Exchange, Dynamic Planner
• Attend client meetings, if appropriate
• Using CCD and Scanning as set out in New Business Procedures

Skills and Experience Required:

• You should have experience gained from within Financial Services
• You should be technically competent, and keep up to date on changes to legislation and products
• You should have a strong understanding of FSA Compliance
• Adherence to New Business Procedures
• Workflow management<br /><br /><b>Salary: &pound;27,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>8/November/2011</pubDate>
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<item>
<title>SIPP Pensions Administrator – Bristol - £17,000 - £22,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4772]]></link>
<description><![CDATA[SIPP Pensions Administrator – Bristol - £17,000 - £22,000

An excellent opportunity for an experienced SIPP Pensions Administrator to provide technical and administrative support to the company’s clients and professional contacts, process and identify New Business opportunities, and attend client meetings as required. 

Job Role

• Deal with all aspects of pension’s administration for a portfolio of self invested schemes.
• Ensure the Company Service targets are met.
• Producing retirement quotations and projections, also producing and checking various calculations including retirement and leaver benefits, fund valuations, maximum borrowings, loans and contributions.
• Identify ways in which improvements can be made to the service we offer our clients.
• Providing documentation to establish new SSAS’s and SIPP’s and identifying new business potential. 
• Process the establishment of new scheme records and database, including setting up bank accounts, property purchases, scheme borrowings and ensuring money laundering requirements are met.
• Deal with initial enquiries and provide technical assistance to clients, professional contacts and sales team.
• Provide the manager with weekly reports of ongoing work.
• Work within the team to provide a quality, time driven and proactive administration service.
• Professionally represent the company when dealing with our Business Partners and other third party administrators.
• Keep abreast of all technical matters as they relate to the Pensions Industry.<br /><br /><b>Salary: &pound;22,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>31/October/2011</pubDate>
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<title>Employee Benefits Administrator – Bristol - £17,000 - £23,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4762]]></link>
<description><![CDATA[Employee Benefits Administrator – Bristol - £17,000 - £23,000

Our Client is seeking a Flexible Benefits Associate to effectively administer all aspects of the flexible benefits plans in respect of one or more clients, ensuring that the administration is in accordance with the company’s written standards and procedures. 

Job Role:

•Day to day administration of own client plans 
•Following written quality procedures to internal standards 
•Managing own time and workload to company performance standards 
•Ensuring work is of the highest quality and peer reviewed for accuracy and presentation 
•Maintaining and fostering good client and beneficiary relationships 
•Following written quality procedures to internal standards
•Keeping up to date on plan changes and legislation as it affects administration services 
•Maintaining confidentiality of client and beneficiary in relation to day to day work 
•Following and maintaining the company’s administration procedure manuals for each client 
•Managing annual insurance renewal and quotation data manipulation 

Skills and Experience Required:
 
•Excellent verbal and written communication skills 
•Experience within an administrative role within the Financial Services Industry 
•The ability to prioritise and organize workload effectively 
•Excellent time and project management skills 
•Demonstrating meticulous attention to detail with a flexible working approach 
•A customer focused attitude and a commitment to provide sound helpful advice 
•Working and contributing to a dedicated team environment<br /><br /><b>Salary: &pound;23,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>25/October/2011</pubDate>
</item>
<item>
<title>Corporate DC Consultant Support – Bristol</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4723]]></link>
<description><![CDATA[Corporate DC Consultant Support – Bristol 

As a result of continued growth our client seeks a high calibre Corporate DC Consultant Support, who could be based from either Guildford or Bristol offices, although flexibility on travel would be required. You will provide pro-active support for an established Corporate DC portfolio and be involved in the new business process. This is a senior appointment and you will be expected to take an active role in supporting the Group’s Corporate DC proposition. 

Job Role:

• Drafting tender documents and presentations. 
• Conducting research, analysing and presenting the results using modelling tools  
• Drawing up reports and drafting member communication. 
• Project managing the installation of new DC schemes and salary sacrifice arrangements. 
• Communicating with clients effectively at all levels, both orally and in writing, in order to maintain and further develop our excellent client relationships. 
• Ensuring administrative and compliance processes are followed to required timescales. 
• Some administrative tasks on a small number of DC schemes will be required for time to time 
• Active participation as a team member, to achieve team targets and objectives. 

Skills and Experience Required:
 
• An analytical, thorough approach with an eye for detail and quality 
• Ability to take responsibility and project manage a task through to successful completion. 
• Hold or be studying for CFP (formerly FPC) qualifications or equivalent. 
• Advanced computer literacy, e.g. Word, Excel and PowerPoint 
• Be proactive and flexible in your approach to work during high volume activity or project based tasks. 
• Being an effective team member with strong inter-personal skills. 
• A desire to continuously develop your business, financial and technical expertise so as to become a centre of excellence to clients. 
• Proven organisational and problem solving abilities. 

In return on offer is a competitive package, including private health cover, a non-contributory pension, life cover, income protection, discretionary bonus scheme and a full social programme.<br /><br /><b>Salary: Negotiable</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>14/October/2011</pubDate>
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<title>Wealth Adviser – Bath – up to £75,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4692]]></link>
<description><![CDATA[Wealth Adviser – Bath – up to £75,000 

To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. 

Job Role 

•To deliver fee income against agreed plan. 
•To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the Company’s Training and Competence Scheme. 
•Minimal number of complaints to ensure client relationship is not impaired. 
•Manage billing work in progress to create efficiency and service to clients. 
•Ensure all activities are timely, compliant and conducted in a manner that will meet the business standards. 
•Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice. 
•Manage with clients the level and different type of fee income to find the best solution in the interests of the client. 
•Ensure that all client portfolios are reviewed in line with clients’ changing strategic requirements to risk is managed effectively. 
•Build and maintain centres of influence to initiate and nurture close relationships with professional advisers (lawyers, accountants etc.). 
•To act in a professional capacity with external and internal customers to deliver the Company’s culture and ethos to build a respected and valuable business. 

Skills and Qualifications 

•Proven ability to deal with new and existing clients on a fee basis 
•Understanding wealth management practices and processes and communicating them clearly and effectively 
•Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions 
•Diploma Personal Finance Society (Dip PFS) or equivalent 
•Experience with HNW or UHNW clients
•Specialist skills such as PI, Medical Negligence, Divorce is also advantageous but not essential
•Experience with working with professional partnerships and/or professional introducers.<br /><br /><b>Salary: &pound;75,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>10/October/2011</pubDate>
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<title>Servicing Advisor – Bristol – up to £75,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4695]]></link>
<description><![CDATA[Servicing Advisor – Bristol – up to £75,000 

To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. 

Job Role 

•To deliver fee income against agreed plan. 
•To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the Company’s Training and Competence Scheme. 
•Minimal number of complaints to ensure client relationship is not impaired. 
•Manage billing work in progress to create efficiency and service to clients. 
•Ensure all activities are timely, compliant and conducted in a manner that will meet the business standards. 
•Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice. 
•Manage with clients the level and different type of fee income to find the best solution in the interests of the client. 
•Ensure that all client portfolios are reviewed in line with clients’ changing strategic requirements to risk is managed effectively. 
•Build and maintain centres of influence to initiate and nurture close relationships with professional advisers (lawyers, accountants etc.). 
•To act in a professional capacity with external and internal customers to deliver the Company’s culture and ethos to build a respected and valuable business. 

Skills and Qualifications 

•Proven ability to deal with new and existing clients on a fee basis 
•Understanding wealth management practices and processes and communicating them clearly and effectively 
•Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions 
•Diploma Personal Finance Society (Dip PFS) or equivalent 
•Experience with HNW or UHNW clients
•Specialist skills such as PI, Medical Negligence, Divorce is also advantageous but not essential
•Experience with working with professional partnerships and/or professional introducers.<br /><br /><b>Salary: &pound;75,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>10/October/2011</pubDate>
</item>
<item>
<title>Investment Account Handler – Bristol - £18,000 - £20,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4686]]></link>
<description><![CDATA[Investment Account Handler – Bristol - £18,000 - £20,000

My client is a reputable Investment Management company who are currently seeking a highly motivated and driven individual to join their team. This is a rare opportunity, which will involve the successful applicant being given access to the niche world of Investments and the opportunity to train as an Investment Consultant.

Duties will include:
•Contacting High Net worth clients and gaining information in regards to their assets and investments.
•Promoting a range of Investment options offered by the business.
•Working to targets and aiming to convert business from warm leads.

Skills
•Comfortable in sales and telephone based work.
•Highly personable with a professional manner and desire to succeed.
•A genuine interest in Investment management.
•Previous telesales experience would be an advantage.

Excellent development and career structure will be provided.<br /><br /><b>Salary: &pound;20,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Louisa Newell</author>
<pubDate>7/October/2011</pubDate>
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<title>Part Time Compliance Manager – Bristol - £30k – 35k Pro Rata</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4508]]></link>
<description><![CDATA[Part time Compliance Manager – Bristol - £30k – 35k Pro Rata
	
An excellent opportunity for an experienced Compliance manager to join an independent Financial services company on a part time basis. Reporting to the Directors and the Head of Pension and Investment Services this role will support the organisation by providing FSA approved compliance advice and support on all systems and processes.

Job Role 

•Provide compliance sign off on financial promotions and website content 
•Ensure external partner websites comply with compliance requirements
•Liaise with external compliance consultants to ensure all Company procedures and processes are up to date for both advised and non advised services
•Ensure that all client complaints are handled in line with TCF procedures
•Ensure that all FSA correspondence is handled properly and where appropriate communicated to directors
•Ensure that all annual submissions are managed in a timely manner
•Supervision of advisory work, including file checking and role play assessments
•Responsibility for updating and maintaining the compliance manual

Skills and Qualifications Required 

•Experience of financial promotions, particular in the online space is an important feature of the role, as well as the normal FSA dealings, systems & controls, policies and procedures, TCF
•Chartered Financial Planner Status or equivalent
•Full FPC or CFP
•Acquired or working towards Diploma status DipPFS
•Confident communicator and team player
•Accuracy, an eye for detail
•Computer literate; Excel, Word and Outlook
•Methodical, able to keep accurate records
•Able to deal with high volumes, and respond well to pressure
•Able to write and communicate in a professional business manner
•Experience of working within a new media/digital business would be desirable<br /><br /><b>Salary: &pound;35,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Tony Bates</author>
<pubDate>12/August/2011</pubDate>
</item>
<item>
<title>Paraplanner/Trainee Consultant – Bristol – Up to £32,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4390]]></link>
<description><![CDATA[Paraplanner/Trainee Consultant – Bristol – Up to £32,000

Our client requires an experienced and professional Paraplanner/Trainee Consultant to support the Consultants, Associate Directors and Directors in the provision of financial planning advice.

Job Role

•	Research and technical assessment of cases submitted by Consultants and Directors.
•	Production of compliant and technically accurate Suitability letters and Reports.
•	Research for Client solutions to guide Consultants.
•	Production of and updating of Direct Offer Letters.
•	Assisting the Consultants to answer Client queries and complex cases
•	Liaison with Compliance Department with technical queries.
•	Ensure keep up to date with legislation changes and brief Consultants accordingly.
•	Draft new technical wordings and ensure existing wordings are current and remain compliant.
•	Dealing with clients by telephone, email, at meetings and in writing
•	Helping with management of workflow and ensuring backlogs are minimised.
•	Developing administration staff

Experience and Skills Required

•	You must have Paraplanning experience gained from within an IFA background 
•	Critical analysis skills are essential
•	Literacy and numeracy are essential
•	You will be required to be progressing towards diploma status 
•	You will posses excellent negotiating skills
•	You will have strong communication skills both in writing and verbally 
•	You will be customer focused and be able to build professional relationships 
•	A strong commercial awareness is essential   
•	Technical Expertise – be technically sound and maintain competency after changes in legislation/products<br /><br /><b>Salary: &pound;32,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Tony Bates</author>
<pubDate>13/July/2011</pubDate>
</item>
<item>
<title>Commercial Underwriter</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4371]]></link>
<description><![CDATA[Commercial Insurance Underwriter 
Bristol 
Up to £35,000 

A well respected UK Insurance Company is currently seeking a Commercial Underwriter to join their team in Bristol. 


The Company 

Our client provides a range of Commercial Insurances and have an excellent reputation throughout the UK. They have been in the business for over 100 years and are focused on expansion so this is an excellent time to join their team. The company offer excellent benefits, training and career progression is available to all employees wishing to work towards promotion. 


The Role 

Reporting to a Team Leader, the Commercial Underwriter will be responsible for the underwriting of individual risks. Will make day to day recommendations regarding the acceptance, rating and wording of insurance risks, explaining the outcome to business customers. The role will also involve liaising with brokers to secure new business risks or retention of existing business risks and overall providing delivery of outstanding underwriting and customer service to brokers. Senior Underwriters will provide advice and guidance in delivering underwriting decisions to brokers and take referrals. 


The Benefits 

Salary of between £20,000 - £35,000 dependant upon experience plus innovative and flexible employee benefits scheme. 


The Person 

For you application to be considered, you must have previous experience underwriting commercial insurance risks. You will have strong technical underwriting knowledge and have proven trading skills. Insurance qualification (or progress towards) would be advantageous. 




Footnote 

If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application. 

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.<br /><br /><b>Salary: &pound;35,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Michelle Sharman</author>
<pubDate>8/July/2011</pubDate>
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<title>Account Handler - Professional Indemnity</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4029]]></link>
<description><![CDATA[As a result of continued growth and success, an exciting new opportunity has become available to join this leading insurance organisation as an Account Broker - A high profile position looking after a wide ranging portfolio of professional clients.

The successful applicant will have a proven track record of working within the commercial insurance sector and enjoy working on your own initiative in a professional environment.

About the Company

One of Bristol’s most successful and progressive brokers, renowned for providing innovative solutions to a wide range of business clients.  A market leading, nationally recognised company that can offer unrivalled career prospects and a truly fantastic working environment. 

About the Role: 

Managing a high profile portfolio of specialist commercial insurance risks 
Providing a high standard of service to ensure renewal retention 
Ensure existing relationships are maintained and developed
Providing a bespoke broking service
Dealing with mid-term adjustments, renewals, new business quotations and claims 
Drawing up risk schedules and broking and renewal reports 
Working closely with an experienced team of Account Executives 
Building on existing relationships with Insurers 

Key Skills/Experience Required: 

Commercial insurance experience gained from a broking or company environment
Confident telephone manner
Excellent communication and negotiation skills
The ability to establish and develop relationships
5 GCSE&#39;s (or equivalent) at grades C and above including Maths and English 
Insurance qualifications or a genuine desire to achieve professional qualifications

Benefits
Competitive Salary
25 days holiday
Company Pension 
Death in Service Benefit
Additional flexible benefits
Genuine prospects for career progression<br /><br /><b>Salary: &pound;25,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Wayne Clark</author>
<pubDate>11/April/2011</pubDate>
</item>
<item>
<title>SIPP Administrator</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J3111]]></link>
<description><![CDATA[Sipp Administrator - Bristol

My Client is a well established Pensions Trustee Company currently seeking an organised and self 
Responsibilities
As the successful candidate you will support the Directors to ensure the smooth running of the administration functions of SIPP and Small Self Administered Schemes whilst being the first line support to staff for queries relating to SIPP and SASS.

In addition, you will be required to manage the day to day workload of the team ensuring the smooth running of the administration, Check pension application forms for completeness.
Using a variety of computer software you will be responsible for updating systems with new pension applications.
Ensure all documentation has been received from clients and consultants. 
Prepare files for back end scanning and issue policy documents.
Demonstrate up to date knowledge of processes, systems and pension products.
Contribute new initiatives in order to improve processes. 
Experience & Qualifications Desired:
Professional qualifications in G60, K10 and Pensions Simplification or a SIPP/SASS vocational exam would be an advantage but not essential.
Previous Pensions administration experience and a knowledge of SIPP/SSAS is essential.
Ability to work accurately and organise work loads efficiently.
Ability to communicate both verbally and written to a high standard.
Good team player.<br /><br /><b>Salary: &pound;25,000</b><br /><br /><b>Area: Bristol</b>]]></description>
<author>Tony Bates</author>
<pubDate>1/March/2011</pubDate>
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