OPPORTUNITIES WITHIN SENSE

 

Novations Administrator

Job Description: Administrator
Direct Line Manager:
Membership & Marketing Manager

We are looking for a Novations Administrator to join our growing and friendly team. Your day to day role will incluve dealling with any provider/member enquiries received within published turnaround times, requesting agencies via stated company process, uploading agencies to Intelligent Office , record agencies on firm spreadsheets, assisting with Novation processes as per ASHL Group guidelines, dealling with any Novation enquiries received from Providers and Advisers, liaiseing with advisers regarding novation process and assisting with production of Network and adviser authority letters.

To apply please send your CV and covering letter to Sense enquiries at enquiries@sense-network.co.uk

For the full Job Spec, please click here.

 

 

Administrator

Job Description: Administrator
Direct Line Manager: Adviser Payments Manager

Strictly no agencies

Sense Network is a profitable and award winning Financial Services business. Most notably we have been included in the 1000 companies to inspire Britain for the last three years running. We are located on the outskirts of Knutsford where free parking is provided.

An exciting opportunity has arisen for a motivated, and innovative individual, to join Sense Network as an Administrator and work within a small team to help drive forward our growth in 2020 and beyond.

Working from our office in Knutsford* and reporting directly to the Adviser Payments Manager, the successful candidate will be involved in the key aspects of delivering a high quality service to our members.

*Due to current Government restrictions, some of this work may be based from home.

To apply please send your CV and covering letter to Sense enquiries at enquiries@sense-network.co.uk

For the full Job Spec, please click here.

 

 

Case Reviewer

Job Description: Case Reviewer
Direct Line Manager: Head of Case Monitoring

As a Case Reviewer you will be responsible for checking advisers’ client files of core products including protection, mortgage, savings, investment, personal pension and general insurance business sales against regulatory and company standards in respect of documentation and suitability of advice, ensuring they are reviewed thoroughly, fairly, consistently and promptly.

For the full job spec, click here.

To send us your CV, email us at enquiries@adviserservices.co.uk

 

opportunities within the network

Graduate Paraplanner (no experience needed)

Clear Cut Financial Planning are delighted to be seeking a new graduate to join our Paraplanning team.

Clear Cut are an Independent Chartered Financial Planning Firm and have a proven history and excellent reputation of investing into the next generation of financial planners, having already enlisted numerous graduates in this role over the years and developing them from Administration & Graduate Paraplanners into; Paraplanners, Associate Financial Planners, Fund Analysts, Mortgage Advisers and Financial Planners and now looking for the next successful Graduate to join our team.

The ideal candidate requires no experience, but ideally a relevant degree (although not essential) in Maths, Business, Economics or Finance with grade 2:1 or a First. You will be actively working towards your Diploma Level 4 qualification and prepared to start imminently, paid for by Clear Cut, with allocated study time

 

The Role:

Full Training will be given on all aspects of the role, some duties will include;

  • Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. cashflow & risk profiler
  • Prepare client documentation and correspondence pre and post meetings as per business processes
  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm’s standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales
  • Provide a friendly and professional point of contact for clients and enquiries
  • Ensure action points resulting from client meetings get diarised and dealt with
 

The Person:

  • Highly organised, methodical and disciplined
  • Able to prioritise and plan workload 
  • Able to work within defined business processes
  • Able to communicate effectively in verbal and written form
  • Shows initiative and takes personal responsibility for completing tasks
  • Excellent attention to detail
  • Adopts a positive attitude, willing to assist others when busy
  • Able to work under pressure on occasions to achieve deadlines
  • Able to achieve agreed outcomes without supervision

Job Type:

Full-time

Salary:

Starting at £18,000  – the role is expected to last 18-24 months. Opportunity to earn up to £30,000 upon completion of the graduate scheme and qualifications.

Benefits:

  • Life Cover
  • Pension Contributions
  • Regular Team Lunches and Activity Days
  • Long Service Awards
  • 25 Days Holiday + the option to buy & sell additional days
  • Study Support and Study Leave with external training
  • Flexi-time working hours Spontaneous FOFs (Five Hour Fridays)
  • Memberships to PFS and other professional bodies 
  • Annual Opticians Appointment
  • For more information on Clear Cut’s benefits, check out our careers page

Location:

Cheshire, Ledsham at our beautiful office location on the grounds of Inglewood Manor with free parking on site