VISION RECRUITMENT

Responsibility

• h) Assist compliance and other colleagues in any area as directed
• liaise with Advisers and keep up to date of progress and any outstanding requirements Liaise with ceding pension scheme providers to obtain pension information as required
• contributing to the continued improvement of the client experience
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• i) When required assist Network members with technical and product queries in a timely manner

Requirements

• A background in IFA administration
• at least 2 years' paraplanning experience, ideally from an IFA environment
• level 4 qualified, ideally Chartered
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• minimum 2 years' paraplanning experience from within an IFA
• at least 1 year Paraplanning experience
• provide extensive support to Paraplanner team leader and multiple Advisers including provision of client valuations and recommendation letters
• some paraplanning/report writing experience ideal but not essential
• possess a Level 4 qualification or close to completing one
• worked as a paraplanner for at least 4 years
• level 4 qualified
• possess a Level 4 qualification OR happy to study for the Level 4 qualification
• worked as a paraplanner for at least 2 years
• level 4 Qualified OR Part Qualified
• report writing
• keen to study for the Level 4 qualification
• good knowledge of pensions, investments and protection products
• build strong working relationships with clients, staff and providers
• possess excellent communication skills
• experience of Intelligent Office a bonus
• strong report writing skills
• general administration
• hard-working and have great attention to detail
• live a commutable distance from Horsham
• ideally at least 6 months’ experience as a Trainee Paraplanner OR 2 years + experience as an established Paraplanner

Earnings for position paraplanner

Responsibility

• technical administration and dealing with more complex client queries(including bond/unit
• adviser Support
• to provide proactive administrative support to the adviser team, working alongside the Paraplanners
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• to deliver high standard administrative support and customer service within the financial services team
• ensure new business is packaged up accurately and passed across for compliance checking
• ensure that client files are kept up to date and that any compliance requirements are dealt with
• arranging meetings with clients on behalf of the Financial Planners if required
• issuing documents to clients including post sales letters and plan schedules
• prepare for meetings by pulling together all mandatory documentation
• preparation for regular staff administration meetings
• ensuring all documents held on client files are scanned to Intelligent Office
• to ensure complete and accurate records are maintained of all client dealings
• preparing and issuing post sale suitability letters
• occasionally attend client meetings with advisersnto provide administration support and to build relationship with clients
• ensure all client electronic files are maintained to a very high standard and regularly updated

Requirements

• relevant IFA industry experience
• knowledge of all advice areas including retirement planning and pension consolidation
• strong understanding of compliance responsibilities
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• ability to work within a team
• IT competent with knowledge of Intelligent Office an advantage
• highly organised, competent individual with positive attitude and enthusiastic nature
• an excellent understanding of administrative procedures
• at least 12 months' experience as an Administrator working within IFA
• at least 2 years' experience as an Administrator working within IFA
• at least 2 years' IFA administration experience
• A good technical knowledge demonstrated through both experience and exam success
• pensions and investments knowledge
• 1st Software experience
• strong CRM systems and platforms experience
• high personal standards to deliver quality support to the team and clients
• experienced at processing new business
• XPlan experience a bonus but not essential
• evidence of previous administration skills such as organisation, prioritisation and ability to work under pressure
• intelligent Office experience ideal
• confidentiality is key,thoroughness and attention to detail, effective communication and confidence to question and work with teams and advisers

Earnings for position ifa administrator

Responsibility

• controlling and directing the food preparation process
• approving and polishing dishes before they reach the customer
• managing and working closely with other Chefs of all levels
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• creating menu items, recipes and developing dishes ensuring variety and quality
• determining food inventory needs, stocking and ordering
• ultimately responsible for ensuring the kitchen meets all regulations including sanitary and food safety guidelines
• being responsible for health and safety
• being responsible for food hygiene practices

Requirements

• excellent knowledge of all sections
• the ability to constantly perform well in a high-pressure and fast-paced environment
• ability to produce excellent high-quality food
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• excellent organisational skills to ensure the smooth running of a kitchen
• good oral communication
• in-depth knowledge of all the sections in a kitchen to efficiently manage operations
• the industry values candidates who have extensive on-the-job experience in a variety of kitchens and different types of restaurants
• team management skills
• strong leadership skills to effectively manage and motivate a kitchen team
• high level of attention to detail
• in addition, candidates may need to show financial knowledge and a proven ability to run a profitable kitchen
• solid financial acumen, including the ability to manage a budget
• good level of numeracy
• creativity and superior culinary skills to create exceptional dishes for an establishment’s menu
• enthusiasm to develop your own skills and knowledge plus those around you
• adaptability to change and willingness to embrace new ideas and processes
• business acumen to make sound decisions regarding things like menu prices and kitchen processes
• ability to work unsupervised and deliver quality work
• head Chef: 3 years
• positive and approachable manner
• preferred candidates with two to three years of proven experience as a Head Chef, Sous Chef or experience in managing a culinary team
• team player qualities

Responsibility

• develop and manage the new business contact plan to support the delivery of sales targets
• manage the follow up of all new business leads to arrange initial and follow up appointments
• manage all follow up activity from events attended including those attended by self, HNB or Sales Director to maximise sales opportunities
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• research and seek networking events to explore potential new business opportunities

Requirements

• strong background in Financial Services
• conversational knowledge of UK pensions , UK share schemes, and flex benefit offerings
• strong BD and sales skills
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• be enthusiastic and driven
• pensions and benefits knowledge
• FPC qualification or equivalent
• 2+ years’ experience in a sales or consultancy lead environment

Earnings for position business development manager

Requirements

• advisor
• consultants
• financial Planning
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• financial Services
• planner

Earnings for position financial adviser