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5 Jobs in Wolverhampton


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Paraplanner (4)
Human Resources Manager (1)



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IDEX Consulting LLP (4)
Montreal Associates (1)



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contract (1)

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£10,000 - £20,000 (2)
£20,000 - £30,000 (2)




SAP HR TM consultant
Montreal Asssociates is currently looking for a functional SAP HCM TM consultant to take part in a roll-out project.The consultant will support the project...

Tue, 28 Oct 2014 11:01:51 GMT



Senior Paraplanner
Senior Paraplanner ? Wolverhampton West Midlands ? ?28,000 - ?36,000 per annum Description My client is an experienced holistic Financial Planning Adviser who due to growth need an experienced investments and pensions Paraplanner to join their firm. Job Description This role will be supporting one Adviser / Director who has been working in the same practice for the last eight years. The role will have three key areas: Paraplanner: ? Producing suitability reports ? Assisting in new business ? Analysis of the financial history of new clients ? Cash flow modelling Person Specification The ideal candidate will be: An experienced private wealth Paraplanner Hold level 4 diploma ideally working towards chartered status Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Thu, 16 Oct 2014 14:12:00 GMT



Senior Paraplanner
Senior Paraplanner ? Wolverhampton West Midlands ? ?28,000 - ?36,000 per annum Description My client is an experienced holistic Financial Planning Adviser who due to growth need an experienced investments and pensions Paraplanner to join their firm. Job Description This role will be supporting one Adviser / Director who has been working in the same practice for the last eight years. The role will have three key areas: Paraplanner: ? Producing suitability reports ? Assisting in new business ? Analysis of the financial history of new clients ? Cash flow modelling Person Specification The ideal candidate will be: An experienced private wealth Paraplanner Hold level 4 diploma ideally working towards chartered status Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Thu, 16 Oct 2014 14:12:00 GMT



Paraplanner
Paraplanner Wolverhampton My client is a leading IFA practice with 3 offices in the Midlands who are growing through acquisition. No looking to recruit a Paraplanner to prepare recommendation letters and suitability letters for group and to meet with consultants to ensure compliance with company procedures Principle Tasks ?Prepare recommendation letters and suitability reports in line with company procedures and timescales ?Conduct research as required to support recommendations made ?Liaise with technical and compliance departments to ensure that relevant technical or compliance requirements are included in documents produced ?Develop templated reports to ensure consistency of suitability reports and recommendation letters throughout the company ?Dealing with any compliance/file checks & follow up action as required when amendment is required to suitability report/recommendation letter ?Record keeping and filing - Completes administrative and business record keeping tasks to the standard required, and keeps filing up to date and accurate. Ensure CCD is kept updated with all ongoing tasks. The successful candidate will have full CF (or equivalent) and have or be working toward level 4 diploma. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:26:21 GMT



Paraplanner/ Senior Sales Support
Paraplanner/ Senior Sales Support ?20,000 to ?28,000 depending on experience comprehensive benefits package Forward thinking, professional IFA firm currently looking to grow the back office team and recruit an additional member to provide support services to the Financial Planning Manager and delivery pre and post sales paraplanning support to the Financial Planning Team. Duties to include Co-ordinating the collation of client information in accordance with agreed standards and Service Level Agreements. Assess client needs by analysing Fact Find and prepare future actions, detailed notes to be produces and retained. Research products on the market using e commerce tools as appropriate. Prepare and document a draft proposal based on advisor requirements. Preparation of quotations. Preparation of suitability letters for agreement by advisors. Maintain client records in accordance with company standards. Support the Administration Manager with the management and delivery of an effective and consistent client review service Schedule client reviews on a monthly basis and plan for delivery. Review client data and draft reports produced by review staff. Research and update appropriate fund and market commentary. Support the investment committee by attending and participating in quarterly meetings as required. Successful candidates will have a proven background of a similar role and hold or be working towards level 4 diploma Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:24:47 GMT