RecruitingUK

RecruitingUK is a specialist Consultancy recruiting professionals for the Financial Services, Insurance and Investment Banking sectors. Our staff are all industry experienced which means we are able to understand your needs and provide consultative guidance.

We pride ourselves in our ability to provide tailored solutions to Candidates and Companies, both National and Local.

As a Corporate member of the Recruitment and Employment Confederation we are dedicated to the improvement of recruitment practice in the UK.

Our expertise includes -

• Middle / Back Office - Paraplanner, Sales Support, Office Administration
• Financial Advisers - IFA, Wealth Manager, Bancassurer, Tied and Multi Tied.
• Mortgage Advisers - Broker, Bank, Estate Agency and Field based.
• General Insurance (Commercial and Personal Lines) - New Business, Account Executives, Account Handlers, Underwriters, Claims Handlers, Loss adjusters, Account Managers.
• Compliance / Training & Competency. 
• Field Sales - Broker Consultants, Business Development Managers
• Business Development Managers
• Investment - Fund Accountants, Business Analysts, Corporate Actions, Fund Administrators.

We recognise that there is always a degree of uncertainty when considering a career move.  Our approach to career consultancy can help you to decide if it is time to seriously consider a move or, by considering various options, decide that your current position may not be so bad after all. Either way, we can help you into an informed position to make an informed decision.

Contact Information:

RecruitingUK
Pentagon Centre
36 Washington Street
Glasgow
G3 8AZ

Tel:      0141 221 1745
Email:  office@RecruitingUK.net
Web:    www.recruitinguk.net/

Current Vacancies

Client Technician/Paraplanner  London, West End                     Salary £22,000 - £42,000

Recruiting UK’s client is a national Financial Services organisation servicing the Corporate and High Net Worth Individual sectors.

Working closely with the Wealth Managers you will provide them with a technical support function which will include -

• Develop credible long-term relationships with clients, over the phone and face to face, which add value and maximise lifetime potential for the Brand.
• Produce portfolio rebalancing reports for clients which analyse and explain investment market and asset class performance and their impact on the portfolio, executing portfolio changes when required to ensure the client’s needs are met.
• Research, analyse and prepare technical client reports showing complex investment data within agreed timescales using appropriate material and criteria.
• Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client.
• Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations.
• Review the client’s portfolios in terms of performance, risk analysis and asset allocation and provide information requested.
• Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries.
• Identify and implement quality best practice initiatives to ensure consistency across the Brand.
• Maintain up to date technical knowledge of investment markets, product specification, The Brand’s sales processes, advice guidelines and compliance procedures and identify areas for improvement.

Candidates will have relevant experience gained in a Paraplanner or Client Service Manager role, with strong Report Writing skills and proven experience in using Research and Profiler tools.

Full FPC or equivalent is required, progression towards AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent opportunity within a major organisation.

Technical Services Advisor/Paraplanner - Sussex,Surrey         Salary £20,000 - £40,000

Recruiting UK’s client is a national Financial Services organisation servicing the Corporate and High Net Worth Individual sectors.

Working closely with the Wealth Managers you will provide them with a technical support function which will include -

• Develop credible long-term relationships with clients, over the phone and face to face, which add value and maximise lifetime potential for the Brand.
• Produce portfolio rebalancing reports for clients which analyse and explain investment market and asset class performance and their impact on the portfolio, executing portfolio changes when required to ensure the client’s needs are met.
• Research, analyse and prepare technical client reports showing complex investment data within agreed timescales using appropriate material and criteria.
• Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client.
• Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations.
• Review the client’s portfolios in terms of performance, risk analysis and asset allocation and provide information requested.
• Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries.
• Identify and implement quality best practice initiatives to ensure consistency across the Brand.
• Maintain up to date technical knowledge of investment markets, product specification, The Brand’s sales processes, advice guidelines and compliance procedures and identify areas for improvement.

Candidates will have relevant experience gained in a Paraplanner or Client Service Manager role, with strong Report Writing skills and proven experience in using Research and Profiler tools.

Full FPC or equivalent is required, progression towards AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent career opportunity with a major organisation.

Client Services Executive/Paraplanner - Glasgow, Manchester Salary  £20,000 - £34,000

Recruiting UK’s client is a major Financial Services organisation servicing the needs of the Corporate and High Net Worth Individual sectors.

Working closely with the Private Client Managers you will provide them with a technical support function which will include -

• Research, analyse and prepare client suitability reports
• Fund Selection, Asset Allocation and Portfolio Analysis.
• Producing portfolio rebalancing reports.
• Interpret technical information gathered during fact find and apply this to the client’s situation.
• Review the client’s portfolios in terms of performance, risk analysis and asset allocation.
• Maintain up to date technical knowledge of investment markets, product specification,
• Researching Product Providers.
• Attending Client meetings with Advisers when required.
• Reviewing fact finds and supplementary documentation.
• Use of Pension Profiler and Switching Profiler systems.

Candidates will have relevant experience gained in a Paraplanner / Client Service Executive role.

Full FPC / Certificate in Financial Planning or equivalent is required, progression towards Diploma / AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent career opportunity with a very prestigious organisation.

Client Service Manager/Paraplanner - Edinburgh, Leeds, Salary £20,000 - £36,000

Recruiting UK’s Client is a major Financial Services organisation servicing the Corporate and High Net Worth Individual sectors.

Working closely with the Wealth Managers you will provide them with a technical support function which will include -

• Providing Technical input to Advisers
• Writing Client Suitability Letters / Reports.
• Fund Selection, Asset Allocation and Portfolio Analysis.
• Researching Product Providers.
• Attending Client meetings with Advisers when required.
• Reviewing fact finds and supplementary documentation.
• Use of Pension Profiler and Switching Profiler systems.

Candidates will have relevant experience gained in a Paraplanner / Client Service Manager role.
Full FPC / Certificate in Financial Planning or equivalent is required, progression towards Diploma / AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent career opportunity with a very prestigious organisation.

Paraplanner - Watford, Kingston                                                   Salary £20,000 - £42,000

Recruiting UK’s client is a national Financial Services organisation servicing the Corporate and High Net Worth Individual sectors.

Working closely with the Private Client Managers you will provide them with a technical support function which will include -

• Develop credible long-term relationships with clients, over the phone and face to face, which add value and maximise lifetime potential for the Brand.
• Produce portfolio rebalancing reports for clients which analyse and explain investment market and asset class performance and their impact on the portfolio, executing portfolio changes when required to ensure the client’s needs are met.
• Research, analyse and prepare technical client reports showing complex investment data within agreed timescales using appropriate material and criteria.
• Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client.
• Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations.
• Review the client’s portfolios in terms of performance, risk analysis and asset allocation and provide information requested.
• Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries.
• Identify and implement quality best practice initiatives to ensure consistency across the Brand.
• Maintain up to date technical knowledge of investment markets, product specification, The Brand’s sales processes, advice guidelines and compliance procedures and identify areas for improvement.

Candidates will have relevant experience gained in a Paraplanner or Client Service Manager role, with strong Report Writing skills and proven experience in using Research and Profiler tools.
Full FPC or equivalent is required, progression towards AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent career opportunity with a major organisation.

Paraplanner - Epsom, Birmingham                                               Salary £20,000 - £34,000

Recruiting UK’s client is a national Financial Services organisation servicing the Corporate and High Net Worth Individual sectors.

Working closely with the Private Client Managers you will provide them with a technical support function which will include -

• Develop credible long-term relationships with clients, over the phone and face to face, which add value and maximise lifetime potential for the Brand.
• Produce portfolio rebalancing reports for clients which analyse and explain investment market and asset class performance and their impact on the portfolio, executing portfolio changes when required to ensure the client’s needs are met.
• Research, analyse and prepare technical client reports showing complex investment data within agreed timescales using appropriate material and criteria.
• Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client.
• Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations.
• Review the client’s portfolios in terms of performance, risk analysis and asset allocation and provide information requested.
• Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries.
• Identify and implement quality best practice initiatives to ensure consistency across the Brand.
• Maintain up to date technical knowledge of investment markets, product specification, The Brand’s sales processes, advice guidelines and compliance procedures and identify areas for improvement.

Candidates will have relevant experience gained in a Paraplanner or Client Service Manager role, with strong Report Writing skills and proven experience in using Research and Profiler tools.
Full FPC or equivalent is required, progression towards AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent career opportunity with a major organisation.

Paraplanner - Farnborough, Canterbury, Belfast                                                Salary £20,000 - £30,000

Recruiting UK’s client is a national Financial Services organisation servicing the Corporate and High Net Worth Individual sectors.

Working closely with the Private Client Managers you will provide them with a technical support function which will include -

• Develop credible long-term relationships with clients, over the phone and face to face, which add value and maximise lifetime potential for the Brand.
• Produce portfolio rebalancing reports for clients which analyse and explain investment market and asset class performance and their impact on the portfolio, executing portfolio changes when required to ensure the client’s needs are met.
• Research, analyse and prepare technical client reports showing complex investment data within agreed timescales using appropriate material and criteria.
• Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client.
• Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations.
• Review the client’s portfolios in terms of performance, risk analysis and asset allocation and provide information requested.
• Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries.
• Identify and implement quality best practice initiatives to ensure consistency across the Brand.
• Maintain up to date technical knowledge of investment markets, product specification, The Brand’s sales processes, advice guidelines and compliance procedures and identify areas for improvement.

Candidates will have relevant experience gained in a Paraplanner or Client Service Manager role, with strong Report Writing skills and proven experience in using Research and Profiler tools.
Full FPC or equivalent is required, progression towards AFPC (G10, G60 preferably) or equivalent would be a distinct advantage.

This is an excellent career opportunity with a major organisation.

Sales Support Administrator - Nationwide

RecruitingUK’sClient is a highly regarded IFA firm with an immediate requirement for a Sales Support Consultant.  The position will focus on the provision of support to the Financial Planners / IFAs including -

• Processing New Business applications and checking them for accuracy.
• Maintaining contact with Life companies / Product Providers.
• Tracking applications through to completion and policy issue.
• Use of back-office systems (1st Software, Prestwood or similar)
• Customer service.
• Providing exceptional levels of service at all times.

Candidates will have relevant experience, ideally gained in an IFA or other financial services environment. Candidates with exposure to report writing are preferable.
This is an excellent opportunity with a highly reputable Brand.

FPC or equivalent is preferred.

Corporate Account Manager -Nationwide          Salary £56,000 with OTE £110,000

Recruiting UK’s client, one of the most recognised brands in their market are currently recruiting for a Corporate Account Manager. 

The role will include dealing with some existing clients which could include existing schemes such as the Civil Service, Armed Forces, Local Authorities and winning new business. You would be engaged in Employee Benefits Schemes and Pensions-related products.

This is a Business to Business role.

The successful applicant will have a successful track record in similar or identical role with Life company, AFPC and industry specific qualifications desirable - e.g. APMI or CII Pensions Simplification, experience in dealing with company directors, Employee Benefit Consultancies, Accountants, Consulting Actuaries and experience in winning new business - bidding, beauty parades etc…

In return the basic salary is £56K + Car + Pensions + benefits + bonus, ote £110K.

Financial Planner/Adviser, Bancassurance -Nationwide                        Salary £20,000 - £40,000

Recruiting UK’s client is a household name bank who are continuing to expand and urgently require experienced financial adviser.

As a branch based financial consultant, you will be selling and advising to the large existing client bank, branch leads plus walk-ins and across the full range of Investments, Protection, Savings and IHT planning.

The successful applicant will be qualified to FPC-3 (or equivalent) standard as a minimum and be able to demonstrate a proven track record within financial sales.

The product range for the clients is wide and extensive with many market leading products.

In return, you will receive excellent training, bonus opportunities plus the opportunity to progress.