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2plan Wealth Management is one of the UKs leading national IFA firms offering quality advisers a "safe and stimulating enviroment" with RDR enabled client agreements . Money Marketing Awards "Best use of Technology" 2010 IFA of the Year - Runner Up 2010 Fastest Growing IFA - 2009 Matrix Data Central Paraplanning Virtual Admin Safe Enviroment Ian Harrison Recruitment Director 07771 977704 ian@2plan.com www.ianharrison.2plan.com Lombard St. London,EC3V 9HD

We are urgently looking for people to work on an existing project for one of our major clients to start as soon as possible. This is a six months contract initially, although there may be a possibility of an extension. You should be available for immediate interview and assessment and be able to commit to the full term of the contract. Key Responsibilities: Prioritise and Manage daily workload Maintain telephone contact with third party providers to ensure timely receipt of outstanding information Maintain contact with clients to ensure timely receipt of outstanding information Filing Maintain spreadsheets for the tracking of outstanding information and case completion Other ad hoc duties as and when required Key Skills Technical Competent use of: Microsoft office Telephone systems Communication General Relays communications to colleagues, manager, directors as appropriate Communicates in a timely and appropriate manner Ensure that all communication, both written and spoken, with clients is of the highest level at all times without exception. A professional, polite manner to be maintained without exception. Verbal Articulate speech and appropriate use of language Speaks with courtesy and confidence when dealing with clients, third parties and associates Written Ensure that all forms of communication are legible Write grammatically correct sentences Spell-check all written materials Review correspondence prior to distribution Ensure all forms of communication have professional appearance Organisation and attitude Be proactive Understand the requirements of internal and external customers Accept responsibility Share ideas with peers Anticipate and take responsibility for resolving problems Identify high priority and time critical tasks/activities Schedule time based on priorities Be sensitive and considerate of other people’s time Speak positively with regard to corporate policies, procedures etc when dealing with associates Demonstrate a desire to overcome personal weaknesses. Please look at our website www.m-hl.com in order to gain more information about our company and the way we work, however, applications will only be taken online. If you believe you have the required skills, together with a positive 'can-do' attitude and you are available for immediate interview and start, please apply asap!

Fluent Portuguese and Spanish speaker sought for top-tier private wealth firm which develops and manages relationships with wealthy individuals and family groups, advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments. The team is looking for a recent graduate to join as an assistant stockbroker/ investment advisor. Responsibilities will include: - Daily interaction and trouble shooting with extremely high profile Private Clients in addition to acting as a primary liaison for custodians and others - Conducting daily cash management and FX exposure analysis - Managing trade-entry and trade-booking process - Managing the trade settlement and reconciliation process - Responsible for making wire payments and receipts, journal and other non trade related deliveries/receipts. - Providing client reporting - Managing the account opening process and account maintenance Requirements: - UK university graduate in a relevant subject Finance/Business/Economics/Accounting/Management. If not graduated from a UK university, native English speakers will also be considered - fluency in Portuguese and Spanish is highly preferred. Fluency in one of these languages is essential - genuine interest in developing a career in financial markets. Candidates that didn’t graduate in a relevant subject but show genuine interest in finance (eg internships ) will also be considered - previous experience in banking or finance (1-2 years) is preferred. - FSA registration is preferred. Candidates that don’t have FSA registration will be required to complete during employment and will be supported by the company. Excellent opportunity to develop a career as a stockbroker or investment advisor. This position is based in the City of London. Compensation: attractive salary plus discretionary bonus depending on individual performance. Male or female candidates welcome.

We are a highly successful National Mortgage Brokerage with a stable and growing sales force. Year on Year 50% growth. You will be working with state of the art technology and business processes. As part of the companies continued growth they have invested in expanding the Lifestyle Division which will focus on providing clients with Life and Protection advice from confirmed qualified appointments generated in house. This is totally separate from the mortgage arm of the business but has been developed alongside the same successful model. OTE of existing Protection Advisors is already exceeding £60 - £80k. This is a self employed role and the ideal candidate will have will have a minimum of 12 months face to face selling experience preferably within the Financial Services Industry. The company will deliver between 3 and 4 confirmed qualified appointments each week. You will need to be available to see clients 5 days a week and appointments will be no more than 60 minutes distance of advisor home address. If you believe you have the experience drive and determination to succeed and you posses a sound track record of success and want to be part of an expanding vibrant company then contact us today to learn more about this fantastic opportunity.

Part time work available urgent requirement for small Consultancy Firm. Not suitable for students. Business process re-engineering experience critical. Rate is 200 per day flexible working hours depending on skill and productivity. Must have high skill level in word, powerpoint, visio outlook and skills in mindmapping. May be used as assistant to MD. Longer term prospects for assistants willing to learn. Integrity is mandatory. email resume selection will happen quickly.

Bespoke City Property Investment Broking house need a solid sales/ Telesales Broker to join an established sales team. Working off warm leads, your role will be to manage the full sales life cycle. This involves opening clients to 'point of sale' and the subsequent account mgmt afterwards. This is an exciting role that would suit a dynanmic sales indiv, who thrives in a target sales driven environment. Comprehensive training will be provided covering all the intricate sales techniques that will enable you to confidently close substantial deals with UK High net worth clients. Excellent Job!

A well-organised and experienced client service assistant is required to join this established and fast growing wealth management firm. Ideally qualified to degree level, the successful candidate will be expected to assist the firm’s wealth managers in managing a fast growing client book. You will be required to prepare new account documentation, process new accounts and will be responsible for the ongoing servicing of the firm’s clients acting as the primary support contact. Experience of working in financial services is preferable. Salary dependent upon experience. Please note we will not respond to unsuccessful applications.

Our client, a highly regarded Insurance specialist is currently seeking a Commercial Underwriter. The role includes handling new business, renewals and midterm adjustments in accordance with the company regulations. Candidates should have extensive experience in Insurance, a positive approach to problem solving and be driven to work in a diverse and demanding atmosphere. Candidates must be IT literate, courteous and professional, possessing a high level of technical knowledge, including relevant underwriting experience. Excellent package

Commodity Broker / Dealer. Closers Needed. Alternative Investments Well established investment house are looking to rapidly expand their already buzzing floor in its London location (Tower Hill). Sales people who can ask for the deal are required. Anyone with B2C sales experience will be considered although ideally candidates will come from an investment sales background. As with all sales roles, work ethic over knowledge will result in a higher wage - It’s a numbers game! Calls are closely monitored and the company would expect employees to be making over 100 dial outs each day. The company is unique in its position both with market knowledge and reputation within the industry. With generous commissions and a basic salary, the earning potential within this company is excellent. Basic + Uncapped Commission OTE 70K+ Year 1 This is a fabulous opportunity for the right candidate. Interviews are being held immediately Send your CV today! GENERATIONresourcing is one of the UK’s leading sales recruitment consultants in financial and investment sales. We have a depth of experience throughout the company, with many of our staff coming from your side of the industry. We therefore understand your problems, can manage your expectations and find you the right job at the right time. With dozens of senior sales, trainee & FSA qualified broking positions available, there’s no better time than now to find your dream job!

Commodity Broker / Dealer. Closers Needed. Forestry Investment A well established investment house running over 5 years are looking to rapidly expand their already buzzing floor in its London location (Chelsea). Sales people who can “ask for the deal” are required. Anyone with B2C sales experience will be considered although ideally candidates will come from an investment sales background. As with all sales roles, work ethic over knowledge will result in a higher wage - It’s a numbers game! Calls are closely monitored and the company would expect employees to be making over 100 dial outs each day. The company is unique in its position both with market knowledge and reputation within the industry. They can also offer written guarantees with refunded monies if investments do not produce a return within a given time frame. With generous commissions and a starting basic paid the earning potential within this company is excellent. This role pays starting salary + generous Commission structure- OTE £80k With offices in London, France, South East Asia and Australia this company offers superb progression opportunities and potentially working overseas if interested. This is a fabulous opportunity for the right candidate. Send your CV today! GENERATIONresourcing is one of the UK’s leading sales recruitment consultants in financial and investment sales. We have a depth of experience throughout the company, with many of our staff coming from your side of the industry. We therefore understand your problems, can manage your expectations and find you the right job at the right time. With dozens of senior sales, trainee & FSA qualified broking positions available, there’s no better time than now to find your dream job!

Compliance & Risk Manager. To £25k + bonus + benefits Immediate permanent vacancy located in our City office Pay4Later is a new venture backed by an experienced management team with a proven track record. We develop world class consumer credit solutions for ecommerce retailers. The company has developed solid foundations and is now entering a phase of rapid growth. Consequently an opportunity has arisen for a Compliance & Risk Manager to join the business, reporting to the Managing Director. We're looking for an exceptional individual to play a major part in driving the business forward. Responsibilities will include: Defining and executing a new account compliance process Consumer and retailer risk management Working in close cooperation internally and with our partner lenders Building positive relationships with customers Experience with online payments or transaction processing would be a plus. Your skill set should include: Thorough understanding of risk management, KYC and AML Ability to analyse and understand accounts and financial statements Highly competent with IT (standard office and internet applications) To apply for this role you must have at least 2 years relevant experience in financial services or a related industry. You will be a graduate or qualified by experience with excellent telephone and written communication skills with English as your first language. Ambition, initiative and attention to detail are essential. To apply, please send a CV and covering letter to jobs@pay4later.com You must be resident in the UK and have a full valid UK work permit. Closing date for applications is Monday 12th April. **STRICTLY NO AGENCIES PLEASE**

My client is a consulting business that has multiple clients. They are looking to add to the team to work onsite at an Investment Bank based in the city. You will be a qualified accountant with 2-3 years consolidation experience. Your role will be to not DO the consolidation but to advise on how to set up the systems and procedures - and your experience at the 'coal face' will enable you to make sensible suggestions. There may be scope to progress and remain longer terms with the consulting firm. Business Analyst - consolidations • Design of consolidations process (including intercompany eliminations and consolidation journal processing) • Document and facilitate requirements • Ability to drive the design and work independently • Chartered accountant • Preferably a strong business background and has worked on the consolidation process • Investment banking preferable (including knowledge of special purpose entities/vehicles and accounting for these) • Understanding of equity accounting within the consolidation process • Knowledge of SAP BPC / BCS an advantage • Experience in multi-jurisdiction/multi-gaap consolidations • Experience of multiple reporting currencies and multiple accounting currencies within a complex legal structure • Knowledge of multi-currency consolidation activities, such as translation, revaluation and sell-off process Rate - attractive daily rate depending upon experience.

Job Title: Customer Service Specialist Location 93 Wigmore Street, London, W1U 1HJ Tuxedo Money Solutions Ltd is the UK market leader in Prepaid Card programme delivery. Prime Function of Role: Tuxedo Money Solutions Ltd is expanding it’s customer services team and is looking to fill the position of a full time Front of House customer services specialist. This position is critical to our success as it is the initial point of contact for existing and new customers of our prepaid card product. You will be responsible for dealing with our customers via telephone and email correspondence. Key responsibilities: • First point of contact for customers, calls and email handling • Satisfying customer requests, resolving complaints, issues and concerns • Ensuring commitment to delivering the best possible customer experience • Proactively working with the Customer Operations Team and colleagues to enhance and strengthen the customers' relationships with Tuxedo • Delivering service calls to ensure our customers are being dealt with in an efficient manner • Escalating queries to the Customer Service Coordinator and Customer Operations Manager in a timely manner • Opportunity spotting and following up leads • Undertaking any relevant training, coaching and development Skills, Knowledge & Experience: • Experienced with customer support • Extremely organized and excellent at multitasking • Excellent level of English • Excellent at verbal and written communication skills • Attention to detail • Able to work under pressure • Familiar with Microsoft Office • Self-starter and team player • Willing to help out with other tasks and duties Tuxedo Money Solutions Ltd is a young fast growing company and there is room for the successful candidate to grow within this role and within the business as a whole. As an expanding company, you will have the opportunity to get involved in multiple projects and support across the business as and when required. If you want to be part of a young, dynamic team of forward thinking individuals then please email us with your CV and a covering letter which outlines why you are the right candidate for the role, including highlighting relevant experience. Applications without the covering letter and / or CV will not be considered. We are looking for responsible, reliable individuals who can be counted on. If that's not you then please do not apply. Job Type: Initial 9 month contract, with the potential to becoming permanent Start date: Mid April Duration: Full time

Very well known Banking organisation has a Team Manager vacancy within its client services division. Job Description The role of Team Manager in Client Services is responsible for leading a team of individuals who are risk aware and performance driven. This role will be responsible for managing the Web Business Support and Customer Service team, this is a busy department where the team is the first point of contact for our customer and client queries. The key aspects of the role are: Maintain a call abandonment target below 2%. Lead and inspire a team to meet and exceed business targets. Set, measure and proactively manage performance against key objectives. Proactively manage conduct and absence in accordance with group policies and procedures. Recognise, reward and communicate outstanding achievements. Recruit, retain, coach and develop a team capable of delivering in a high performance culture. Ensure effective Service Recovery Management, this involves handling cases sensitively, effectively and creativly within business policy. Ensure high levels of client/customer service are always acheived through embedding the Leading the Service Experience principles. Responsible for supporting the business FacFlow application and continually reviewing it's capability as being fit for purpose for our clients. Effectively champion and embrace changes to processes ensuring they are fully communicated and embedded within the team. Demonstrate and exceed the required PEF behaviours. Ensure focus on building an active PDP that accurately reflects technical and behavioural development areas for both self and team. Role Requirements The role requires individuals to demonstrate a pragmatic and flexible approach to resolving issues and finding solutions. Strong communication and people management is required, along with interpersonal skills and energetic approach. The ability to look forward and proactively plan for future needs in an ever changing and dynamic marketplace. The individual will work closely with other areas of the business and will additionally need to build strong relationships with the wider Invoice Finance team. The Individual We require an individual who has had previous Line Management experience, ideally within a financial services background, and is passionate about leading and inspiring a team to reach their potential. This role will be required to lead a team of between 8-12 individuals and will therefore need to establish a suitable team structure to deliver optimum results. The individual will need to be able to set, agree and monitor stretching targets with their team members and need to be able to hold open and honest discussions in relation to performance and conduct. The individual will have a strong desire to continually look for business improvements and make them happen. A tenacious approach to overcoming obstacles and ability to collaborate closely across the business. AS THIS IS WORKING WITHIN A BANKING ENVIRONMENT WE CANNOT ACCEPT APPLICANTS WITH POOR CREDIT HISTORIES

Are you an outstanding, experienced investment broker with a proven track record in consultative selling? Are you able to close deals in a confident and persuasive manner by balancing client’s needs against existing market conditions? If so, we want to hear from you! We are an innovative UK investment company based in Canary Wharf and are actively seeking enthusiastic, determined & proactive professionals with excellent communication and negotiating skills. The ideal candidates will be self-motivated, aggressive and entrepreneurial by nature. A broad business understanding, previous commercial investment experience and an extensive social and business network are an advantage. The successful candidates will be honest with high levels of integrity, driven and committed to reach their high earning potential in this target orientated position. We are offering fantastic commission with a basic retainer of £1000 gross per calendar month. Realistic OTE is over £120k per year. Email your CV to careers@morganforbes.com with a covering letter explaining why you would be suitable for this role. Successful applicants will be contacted and invited to attend an interview process. If you have not been contacted within 48 hours, your application has not been successful at this time. Good luck!

We are a Market Research company based in North Acton - Zone 2 - and require well spoken, professional individuals to conduct telephone interviews from our call centre, in the languages mentioned. We offer flexible hours and competitive rates of pay, paid fortnightly. We will offer full training and support to successful cadidates. Applicants should have a clear, professional speaking voice, a polite and friendly tone and be PC literate. All applicants must have a valid UK work visa if not a UK/EU resident.

Entry Level Financial Planner Location: London Salary:£24000 basic + Uncapped Bonus + Benefits An outstanding opurtunity for an entry-level financial planner to join a world class banking organisation and develop a rewarding financial career. Our client is one of the largest banks in the world, with offices throughout the globe. They are currently seeking ambitious and highly motivated Trainee Financial planners to work within their Wealth Management Division to deliver financial planning solutions to new and existing customers. This role is to work as a Financial Advisor in Central London branch. Working alongside a well experienced team of senior advisors, you will be providing advice on a full range of regulated products on a multi-tied basis. Whilst being working closely with your seniors in order to be trained to the level where you can provide quality referrals and pro-actively identifying opportunities to build your client portfolio through prospecting an existing customer database, networking and referrals. - An apparent self-confidence and Outstanding communications skills - Ability to work well with own initiative as well as part of a team - A burning desire for the financial advisory sector - A minimum 2:2 degree level of any speciality - Relevant experience is not essential but preffered Full training and develoment provided aimed at qualifying candidate as CAS status.

Due to the growth that we have experienced, City Credit Capital is continuing to aggressively grow and expand its London operation and is seeking Entry Level FX Foreign Exchange and CFD Sales Representatives to join us. City Credit Capital (UK) Ltd is a UK based company, authorised and regulated by the Financial Services Authority (FSA). We specialise in Contracts for Difference and Foreign Exchange Margin Trading. These two products are some of the most effective ways for clients to express a view on the financial markets - they need only one account to trade CFD`s in the following markets: • Foreign Exchange • Commodities • Precious Metals • Equity Indices In addition, these products give clients significant leverage - up to 100 times. Qualifications: • Enthusiastic, high energy work ethic • Have a strong passion and desire for sales and the financial markets, with a focus on foreign exchange and CFD’s • Very strong presentation, verbal/written communications & sales skills • Some previous sales experience would be a plus. • Must be eligible to work in the EU • ENTREPRENEURIAL IS A MUST! Responsibilities Include (but not limited to): • Telephone sales and responding to incoming enquiries • Customer prospecting and selling City Credit Capital services with strong closing techniques • Assist current customers and prospects with questions relating to their City Credit Capital accounts and the markets, via telephone and e-mail • Domestic and International travel may be required • Bi-lingual a big advantage If this sounds like you please apply via email with your CV attached and a brief description of why you feel you are suitable for the role in the body of the message. Due to the high volume of applications we will only be able to get back to successful candidates.

Entry Level Stock Broker Salary: 24,000 basic + OTE (up to 60k potential earnings) Our client is a City based firm who are currently looking for a candidate join their company as an entry-level Stockbroker. Our clent is a highly professional operation over 12 years old and has an enviable record of protecting clients' interests and portfolios. They have a success formula of employing the best, offer the best training and provide them the best possible professional tightly managed environment to work in, with an obsession of adding wealth to their customers. There will be opportunities for rapid promotion and career growth to Team Leader withon months of joining the team to and move quickly to managing your own client portfolio under an Investment Manager. Make no mistake the work pace is gruelling and very fast paced. Primarily working with the FTSE 100 and European equity markets, you will be expected to work well with your own initiative as well as part of a team to meet set targets. You must therefore be an ambitious individual with the ability to make things happen fast. Their client and markets move fast and we need to service them to ensure that their positions are protected and they make profit on their investments. Candidate spec: Successful candidates will be IT literate, with a good general education and solid experience of working in a busy office. They should be well presented, articulate with excellent communication and organisational skills. Keen interest in finance essential. Minimum 2:2 degree of any background or equivalent Previous experience is preferred but not essential Please forward CV for further correspondence.

Entry-Level Investment Manager – 24k + OTE - London • Location UK-London • Salary: 24,000 – basic - + OTE ( potential earnings 60K) • Position Type Permanent • Employment type Full time An overwhelming oppurtunity has arisen for an entry level candidate to apply their burning desire for the financial markets to a highly professional and well established team of fund managers. You will start under the guidance of senior invetsment managers, designated to a specific team and segment of clients consisting of high net individuals throughout the world. Over time the right candidate will be groomed into a fund manager trading the largest positions in the market. The role exists specifically to enable the successful candidate to learn and develop the skill set to become a fully fledged Investment manager. Working under the guidance and alongside the most successful traders in the marketplace, initially the responsibilities will involve execution of transactions, checking and reconciling valuations, ensuring correct booking of transactions and integrity of the fund values. You will be expected to provide trading ideas and by the end of a two year period should be running your own portfolio. The ideal candidate will be expected to: Demonstrate an established trait acedemic achievement with a minimum 2:2 degree 0n-depth attention to detail and strong anaylitical skills Willingness to learn and adapt to a fast pace working envioronment