Finance job offers

Underwriting Administrator

Our client is currently looking to recruit an Underwriting Administrator. This role is to take online enquires and dealer enquires and convert them to lending decisions from a panel of prime and sub prime lenders – managing lead generation workflow and conversion rates with lenders. Duties & Tasks include: - First line qualification of clients via telephone qualification, proposing clients to the relevant lending association, management of proposals to acceptances from lenders, competent completion of finance documentation, comprehensive updating of the internal web based CRM system, day to day support for designated telesales Managers, management of financial targets and reporting and packaging of completed finance applications The successful candidate will be a planner who is able to analytically plan day to day activities and set correct client expectations. Applicants must have the ability to listen, empathise and qualify a client’s need quickly and efficiently Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate’s merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Poole
Salary: £14000 - £16000 per annum

Underwriting Consultant

Our client is currently looking to recruit an Underwriting Consultant to be responsible for managing key dealer accounts and to assist customers with the placing of motor finance. With a combination of underwriting knowledge from motor or mortgage finance you will be able to:- Evaluate the best lend for the consumer, construct the right deal for the dealer, have good attention to detail when raising documentation and be an effective Account Manager. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate's merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Poole
Salary: £15000 per annum + OTE £22k

Financial Advisor

Our IFA and Discretionary Investment Management client is seeking an experienced Financial Advisor in Wealth Management for their Bournemouth office. The basic salary is negotiable (up to £40,000), dependent on professional qualifications, productivity record, persistency, attitude and experience. There is an existing bank of business available; however, our client would ideally like the successful candidate to bring with them their existing clients and professional introducers. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate's merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Bournemouth
Salary: £40000 per annum

Admin Assistant

Our client is currently looking to recruit an Admin Assistant to start work with them in July. General duties will include: Admin support to Life Insurance Salesman, liaising with insurance providers via email and telephone, updating the system, client data processing and using various insurer's online systems. Financial services experience for this role is essential, IFA would be ideal. The successful candidate also needs to be familiar with Word and Excel and able to grasp new systems with ease. Hours will be Monday to Friday 11am to 7pm (with some flexibility). Salary is expected to rise to £16k once the probation period is completed. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate's merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Poole
Salary: £14000 - £15000 per annum + DOE

Independent Financial Advisor

Our client is currently looking for an Independent Financial Advisor; this role is either on an employed or self-employed basis, whichever is best suited to the candidate. Specific responsibilities in this role include contacting potential clients to ensure sales targets are met, ensuring sufficient client information is obtained and analysing information gathered, undertaking sufficient product and market research, ensuring suitable recommendations are made, attaining and maintaining level of competence as required by the firm and ensuring relevant CPD is maintained and recorded accurately. Relevant skills and knowledge include the requisite generic knowledge and qualification (e.g. FPC), a detailed knowledge and understanding of the firm's record-keeping requirements and provision of advice to clients in a compliant manner. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate's merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Wimborne
Salary: Negotiable

IFA Commissions Admin/Accounts Assistant

Our client is seeking an IFA Commissions Administrator / Accounts Assistant to be based in Poole. This is an initial 12-month contract with a view of going permanent. You will oversee incoming commissions and allocate to clients and consultants, both manually and using Swift; reconcile commissions and deal with any queries including consultants/introducing firms pay, clawbacks, exceptions and all reports at month end; monitor transfer of commissions between agency accounts and agency transfers for all new consultants; and conduct ongoing procedure analysis, tidying up data held on Swift and effectively increasing the turnaround of processing commissions. You should have experience of reconciling commissions using Swift or 1st Software, as well as advanced Excel skills, ideally experience of Pivot Tables. The role would suit a person who is able to use their own initiative and is capable of long-term progression. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate’s merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Poole
Salary: DOE

Wealth Management Manager

Our Finance client is seeking a Wealth Management Manager to assist with the smooth running of our client’s Wealth Management proposition and to ensure that all compliance issues and company procedures are adhered to fulfilling the regulatory requirements of the FSA. Your responsibilities will include the management and administration of the Wealth Management Team; assisting with administration training and development; data management and analysis; supporting Advisors and providing them with the information and guidance they need to effectively carry out their duties; pension, investment and life research and report writing; new business processing; cooperation in all compliance related matters; proactively chasing any outstanding information/documentation until business has been completed; database maintenance and record keeping; preparation of client files for formal verification; answering the telephone, scanning, filing and any other general administration tasks; dealing direct with clients and insurance companies; providing back-up support to the Directors; and greeting clients and/or visitors to the office. You should be able to use Microsoft Word and Excel, have excellent communication skills, be proficient in time management and organisational procedures, be able to work as a team member and essentially, have knowledge of the Financial Services industry. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate’s merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Poole
Salary: Negotiable