Earnings on positions in MVP RECRUITMENT

MVP RECRUITMENT is looking for employees for positions:

senior paraplanner

Requirements

  • financial Services
  • investment
  • reports

account manager

Salary

  • salary

Responsibility

  • assess stock levels against customer forecasts; work with the buying team to ensure optimal stock-holding levels and prevent shortages
  • focal point of contact between the business and the customer
  • monitor and track operational performance

new business executive

Benefits

  • mobile phone

Responsibility

  • following up on leads and identifying client needs
  • representing the company in discussions with clients and providing solutions to their needs
  • explaining coverage intricacies and details to clients
  • sending regular emails to the client database
  • cold calling businesses to generate new leads
  • liaising with various departments within the company to ensure smooth client interactions
  • contacting brokers to drive quality business inquiries

insurance consultant

Requirements

  • insurance
  • sales
  • bonus

compliance administrator

Requirements

  • compliance

Responsibility

  • assist other Technical areas as required
  • review client files in line with company procedures

administrator

Requirements

  • administrative Support
  • financial Planning
  • financial Services
  • prior experience, within a Financial Planning Firm
  • knowledge of relevant regulation and legislation
  • highly organised with excellent communication skills
  • exceptional attention to detail
  • manages time effectively with the ability to multi-task

Responsibility

  • processing & Monitoring of New Business using IO
  • creating Client Review Packs as trained by the Administration Manager
  • ensure Adviser Office is updated with all relevant information
  • entering New Business onto Adviser Office and provider platforms as instructed by Paraplanners
  • contact clients from your client group to book in for review, in line with the client review process
  • general Client Administration
  • answering phones
  • post Meeting Letters as requested by Paraplanners

training manager

Requirements

  • back Office

Responsibility

  • to support and monitor the Financial Planners delivery of Key Performance Indicators and Income objectives
  • develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
  • candidates with extensive experience of IO/Intelligent Office will be of particular interest
  • to deliver the Training of IO requirements of the firm. Developing the Financial Planners ability to provide compliant and excellent client service
  • ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
  • to be considered for this exciting role you should be qualified to Level 4 Diploma in Regulated Financial Planning standard or above, have a good understanding of compliance, T&C and IO processes and ideally hold a relevant industry supervision qualification such as J07 or AF6

paraplanner

Requirements

  • career Development
  • client Meetings
  • financial Reporting
  • financial Planning
  • paraplanning
  • financial Services
  • report Writing
  • technical Support

Responsibility

  • attending Client meetings with the financial advisors
  • writing Engagement Letters
  • writing suitability reports
  • keying stopping/changing/ starting contributions/withdrawals
  • keying Drawdowns
  • keying New applications
  • keying Bed & SIPPs
  • completing provider forms

sales support administrator

Requirements

  • financial Services
  • pensions
  • technical Support

Responsibility

  • ensuring all work meets the required FCA compliance standards
  • keying Mortgage applications into the different lenders systems - This in the main will include both commercial and bridging mortgage business
  • in addition experience with commercial/bridging mortgage cases would be advantageous
  • providing administrative support to the brokers • Managing the client service experience through to completion - speaking to the clients lenders and solicitors to ensure smooth progress of the application • Detailing all conversations and actions taken in the CRM System
  • also becoming familiar with the mortgage sourcing system that is used • Gathering original documents from clients, as required by the lenders
  • loading documents onto the system within the required compliance timescales • Scanning file documents onto the system and being responsible for ensuring the final file meets the required compliance standards
  • to be considred for this role you should have Mortgage Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products

ifa administrator

Requirements

  • administrative Support
  • financial Planning
  • financial Services
  • prior experience, within a Financial Planning Firm
  • knowledge of relevant regulation and legislation
  • highly organised with excellent communication skills
  • exceptional attention to detail
  • manages time effectively with the ability to multi-task

Responsibility

  • processing & Monitoring of New Business using IO
  • creating Client Review Packs as trained by the Administration Manager
  • ensure Adviser Office is updated with all relevant information
  • entering New Business onto Adviser Office and provider platforms as instructed by Paraplanners
  • contact clients from your client group to book in for review, in line with the client review process
  • general Client Administration
  • answering phones
  • post Meeting Letters as requested by Paraplanners

National average salary

2950 £