Earnings on positions in THE CONSULTING CONSORTIUM
THE CONSULTING CONSORTIUM is looking for employees for positions:
business support administrator
Working hours
permanent
Language
english
Responsibility
office administration and executive assistant or PA experience is essential
this is a permanent, full-time role
you will work on a hybrid basis, both from our office on The Headrow in Leeds city centre and from home
TCC and Recordsure Group have an exciting opportunity for a Business Support Administrator to join the admin support function, working alongside the HR team
accountabilities
we are seeking a conscientious and proactive individual with strong interpersonal and organisational skills to provide professional and efficient administrative support to senior executives and the wider business
administrative and Executive Support
we offer a range of employee benefits, including pension and life cover, health and wellbeing initiatives, holiday trading options, plus discounts at a range of shops and leisure outlets
Salary
salary
Requirements
minimum 5 GCSEs/O levels grade A-C including English and Maths
additional qualifications related to administration or being an executive assistant would be considered an advantage
discretion and confidentiality when handling sensitive information and demonstrable awareness of data protection requirements
attention to detail and high level of accuracy
capable of remaining calm and working to consistently high standards under pressure
excellent communication and interpersonal skills both written and oral in order to manage standard correspondence and face-to-face or telephone communication
ability to manage and organise own workload and work independently on own tasks
confidence to work on own initiative and make suggestions to improve results
business development manager
Working hours
permanent
Responsibility
represent TCC at external events
work with relevant internal stakeholders while leading and driving opportunities through the bid process and into delivery
senior project manager
Working hours
permanent
Requirements
wide ranging knowledge of the regulated sales process
awareness of the principles underpinning redress for inappropriate regulated advice
the FCA handbook in particular COBS 9 & 19.1
report writing
process creation and mapping
conduct of regulated file reviews and complaint handling for all regulated products
essential: Level 4+ CII or equivalent with G60, AF7 or AF3 including 2 years+ Defined Benefit Suitability advice checking experience
desirable: Prince 2 or equivalent project management qualifications
Responsibility
ensuring that due diligence is given to reasonability of project budgets, productivity targets and other client expectations
ensuring that new projects are set up in a professional manner to agreed quality standards
resource Management
providing material for and facilitating Resource Allocation meetings and ensuring that resource needs are constantly planned, monitored and managed
working with the client to ensure that the objectives of the project are fully understood and agreed and that service level agreements are clearly drawn up
performance management and coaching of employed resource
personal Productivity
development and production of Weekly and Monthly Statistics as required
manager
Requirements
level 4 Diploma qualified
remediation management experience
experience of Equity Release suitability
demonstrable experience of stakeholder management / verbal and written and presenting to clients
credible communicator and Operational lead
experience of customer remediation letters and mailings/customer contact
Contract type
day Rate: £400 – £450 per day
project administrator
Salary
salary
paraplanner
Responsibility
researching investment solutions for clients and formulating suitable advice
reviewing suitability reports and providing feedback to colleagues on a regular basis and training new joiners on the paraplanning team
your data and your rights
responding to client queries via email and, supporting experienced advisers in both introductory client meetings and subsequent presentation meetings to deliver advice
completing file checks to ensure reports were suitable prior to being sent to clients and liaising closely with the compliance team to update templates and improve file checking processes
preparing suitability reports and reviewing existing portfolios, covering all areas of unrestricted advice surrounding investments, pensions, and protection, in a compliant manner
identifying any changes, which may be needed to ensure client portfolios are still suitable and comply with the client’s objectives and attitude to investment risk
being competent at completing annual allowance and lifetime allowance checks, including complex carry forward calculations as well as income tax, inheritance tax and capital gains tax calculations
Requirements
previous experience as a paraplanner is essential
ideally Level 4 Diploma qualified however this is not essential
ability to prepare complex suitability letters, replacement cases, fund switches, withdrawals etc
high degree of accuracy and attention to detail in both written and numerical work
senior administrator
Requirements
CISI qualifications an advantage
excellent attention to detail and diligence required
knowledge of Best Execution and Transaction reporting regulatory requirements and processes
delivery knowledge of client service in the wealth management sector
some knowledge of CASS reporting requirements
Responsibility
you agree to comply with any reasonable instructions or regulations issued by the Company from time to time including those set out in the terms of the dealing and other manuals, including staff handbooks and all other group policies