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Candidate Requirements:
- Must have VBA, SQL and SSIS experience
- Must have experience in EDI Integration, preferably will have integrated Amazon and Blujay.
- Must have previous VBA and EDI Developer experience
Job Description:
Our client is a highly prestigious manufacturing business based in Stoke on Trent. Due to their ever-growing client base they are looking a temporary EDI Developer to assist the team.
As an EDI Developer you will be responsible for:
- Implement EDI Solutions
- Smoothly connecting the EDI system and VBA internal systems
- Building Access applications
Candidate Requirements:
The Senior Paraplanner will require an analytical and highly organised mind, a clear understanding of the financial planning process and a minimum of five years’ experience working in a Paraplanning role, for a financial planning organisation.
- Have at least five years’ experience working in a Paraplanning role, for a financial planning organisation.
- Be able to prioritise, organise and work within defined business processes.
- Demonstrate a good level of technical knowledge of investments and Pensions
- Achieve agreed outcomes without supervision
- Ideally have a Level 4 Diploma qualified in financial planning
- Be keen for new experience, responsibility and accountability
- Show a reliable, tolerant, and determined nature
Job Description:
The Senior Paraplanner will support the Financial Planning and Client Advisor teams in analysing information and conducting research to produce appropriate suitability reports. As the Senior Paraplanner, the role will be to support the Paraplanning team in delivering service propositions in an efficient and robust way, whilst maintaining risk analysis, risk management and operational effectiveness.
- Receiving instructions during debriefings from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Carrying out all tasks in a manner consistent with compliance procedures.
- Assist in the delivery of our investment proposition.
- Ensuring all client files are compliant on an ongoing basis.
- Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
- Proposing and drafting financial solutions that meet each client’s goals, needs and objectives
Candidate Requirement:
- Good strong administration skills
- Previous experience in Financial Services is essential
- Accurate data inputting skills and use of Microsoft programs
- 5 GCEs (or equivalent) grade C/5 or above, including Maths and English and 2 A levels (or equivalent) at grade C or above, preferred
- Good team worker as well as self-motivated; with the ability to manage own workload
- Confident telephone manner, good communicator at all levels
- Accurate, thorough, good attention to detail
- Honesty and integrity
- Enthusiastic, hard working
- Ability to work under pressure and accurately during peaks of workload
This role would suit people who also have the following experience: Business Administration, Compliance, Sales Support, Financial Service Administration, Asset Finance Administrator.
Job Description:
Our client has a lucrative opportunity for a Sales Support Coordinator to join a successful blue-chip company. This is a company who put real emphasis on the value of hard work, honesty and enthusiasm. As the Sales Support Administrator you will be responsible for processing new business applications and the resulting finance documentation and make accurate and timely payments. The Sales Support Coordinator will also be responsible for management of the stock portfolio and performing the final new business audit including the administration of the executed finance paperwork.
They offer a competitive basic salary plus finance company benefits including discretionary bonus scheme, generous pension scheme, private healthcare, employee loan scheme and 25 days annual leave, plus bank holidays. This role is based in Uttoxeter and is commutable from, Stafford, Stoke on Trent, Cheadle, Blythe Bridge and Stone.
- As the Sales Support Administrator you will process new business proposals up to point of pay out, assisting in the analysis of credit worthiness and the gathering of additional supporting information
- Schedule regular reviews of the pending new business proposals and assist in maintaining the customer database
- As the Sales Support Coordinator you will process receipt of the finance documentation once a new business proposal has been approved, check that all papers have been completed to the company standard, governing legislation
- As the Sales Support Administrator you will process all administration and requests for stock funding to help ensure supply to the UK network
- Processing new business transactions, processing reviews, producing reports and conducting audits
- Working to strict processes and legislation including GDPR, FCA and Anti-Money Laundering
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