Oval Recruit

4 job(s) at Oval Recruit

Oval Recruit Stirling, Stirlingshire
Dec 12, 2022
Full time
Business Development Manager- SIPP / Financial Services North & Scotland - £competitive A leading UK Financial Services Group who specialises in providing Pensions & Investment Consultancy services are looking to recruit an ambitious individual into their growing SIPP & SSAS Business Development team. The SIPP & SSAS team are a large well known established division who manage client assets totalling over £2.5 billion which are predominately run through their extensive advisor network. This role will work closely with other members of the Business Development Management Team, seeking out new Intermediate Relationships with Financial Advisors and helping build and develop new relationships. The role would suit someone who enjoys developing new business relationships and understands the financial Advisory market. Specifics of the role will include - Identify business opportunities, analysing market information, IFA websites, trade press and monthly MI analysis. Establish new relationships with IFA's. Introduce SIPP / SSAS business area and develop new partnership Set up and maintain a pipeline of potential enquiries, ensuring all leads are followed up on and developed. Meet with existing clients, ensuring relationships are maintained. Work closely with all technical teams, ensuring the best possible service levels are maintained. Produce monthly sales MI, analyse results and decide what activities & methods have proven to be successful. Ensure you act within FCA regulations at all times. Improve and develop your technical knowledge and understanding of the SIPP market. The company offer an excellent benefits package and are investors in people demonstrating their commitment to the career development and training of all employees. They promote a strong positive working culture designed to provide a good work / life balance and are always looking at new initiatives to support the team. To apply for this role, you must be used to working in a similar business development oriented role and have knowledge of financial services products. For more information, please contact Richard Garbett
Oval Recruit Wokingham, Berkshire
Dec 05, 2021
Full time
Pensions Project Data Analyst - Wokingham Office / Home Working - £competitive + Home / Flexible Working & Excellent Package. An award-winning Pensions & Investment Consultancy who advise some of the UK's largest Companies are experiencing significant growth within their Project Teams. They are looking to recruit ambitious individuals who are seeking to develop their skills in this area and grow within a career development supportive environment. As a company they are recognised as "investors in people" due to the mentoring, innovative and supportive culture they have developed. This role sits in the DB Project Teams who work on a diverse range of projects covering GMP, Buy Out Equalisation, Annual Allowance and TPR Scheme Reporting. It will provide an opportunity to work on complex challenging projects using your data, excel and project management skills. Specifics of the role include - Manipulate spreadsheet data in preparation for analysis using index, V-look up, pivot tables and Macro. Ensure Bulk Data uploads are recorded, checked, and maintained. Review Pensions benefit data calculations work. Evaluate Pensions Data for under and overpayments, reporting results accordingly. Complete project scope and project costing, ensure these are adhered too. Work closely in a team environment helping co-ordinate junior members of staff who are part of the project team. Delivery a range of client projects within agreed timescales and budgets. Take a proactive client approach ensuring they have a full understanding of project schedules and costs. Work closely with other internal departments and management on project delivery requirements. Manage relationships with clients, scheme actuaries, HMRC, consultants and relevant third parties. Liaise effectively via phones, e-mail and letter. Check junior members work and advise them on any changes or improvements required. Assist with training and development. This is a good opportunity to join a growing department and a forward-thinking company who are leading the industry with innovative technology led solutions. To apply for the position, Must have worked in a similar environment delivering Pension Project related work. Will need to display excellent organisational, project management and team leading skills. Have strong data manipulation skills using Index, Macro, V-look up and pivot tables. Enjoy working in a team oriented environment For more information, please contact Richard Garbett
Oval Recruit Reading, Berkshire
Dec 05, 2021
Full time
Trainee Technical Pensions Administrator - Numerical Graduate Reading - £competitive Salary / Flexible Working & Excellent Benefits Package / Qualification Sponsorship. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding Technical Pensions Team. The team you would be joining manage Pension Schemes of FTSE 100 & 250 companies, which involves a high degree of complex calculations work, technical administration, processing transactions and producing client correspondence. The company offer training & development programmes, pensions qualification sponsorship which can lead to a challenging and lucrative consultancy career, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. This role involves working on a portfolio basis, working with set clients covering and learning all aspects of Pensions Administration. You will rotate through clients providing you with an opportunity to develop your knowledge, expertise and skills, being supporting by Senior Pensions Administrators every step of the way. Specifics of the role include - Handling all requests for scheme changes including processing retirements, transfers, new entrants and leavers. Learn to perform complex manual pension calculations. Process automated pension calculations, checking process and ensuring accuracy. Manage a range of internal & external queries, including payroll departments, HMRC, DWP and clients. Produce a range of client correspondence, resolving queries and outlining updated pension scheme positions. Update all systems and databases Work closely with other departments to ensure clients receive a complete service across pensions administration, payroll, and consultancy. Assist with client projects. Develop a firm understanding of different schemes, enhancing your knowledge and capabilities. This is an excellent opportunity for a Graduate or someone with strong numerical skills to join a company who will invest heavily in your development. You must be able to demonstrate a willingness to learn new skills and become focused on developing a career in the Pensions sector. The Pensions sector is a huge growth industry and offers a diverse range of careers in Consultancy, Technical Administration, Communications, IT and Project Management. For more information, please contact Richard Garbett.
Oval Recruit Bristol, Somerset
Nov 30, 2021
Full time
Pensions Project Data Analyst - Bristol Office / Home Working - £competitive + Home / Flexible Working & Excellent Package. An award-winning Pensions & Investment Consultancy who advise some of the UK's largest Companies are experiencing significant growth within their Project Teams. They are looking to recruit ambitious individuals who are seeking to develop their skills in this area and grow within a career development supportive environment. As a company they are recognised as "investors in people" due to the mentoring, innovative and supportive culture they have developed. This role sits in the DB Project Teams who work on a diverse range of projects covering GMP, Buy Out Equalisation, Annual Allowance and TPR Scheme Reporting. It will provide an opportunity to work on complex challenging projects using your data, excel and project management skills. Specifics of the role include - Manipulate spreadsheet data in preparation for analysis using index, V-look up, pivot tables and Macro. Ensure Bulk Data uploads are recorded, checked, and maintained. Review Pensions benefit data calculations work. Evaluate Pensions Data for under and overpayments, reporting results accordingly. Complete project scope and project costing, ensure these are adhered too. Work closely in a team environment helping co-ordinate junior members of staff who are part of the project team. Delivery a range of client projects within agreed timescales and budgets. Take a proactive client approach ensuring they have a full understanding of project schedules and costs. Work closely with other internal departments and management on project delivery requirements. Manage relationships with clients, scheme actuaries, HMRC, consultants and relevant third parties. Liaise effectively via phones, e-mail and letter. Check junior members work and advise them on any changes or improvements required. Assist with training and development. This is a good opportunity to join a growing department and a forward-thinking company who are leading the industry with innovative technology led solutions. To apply for the position, Must have worked in a similar environment delivering Pension Project related work. Will need to display excellent organisational, project management and team leading skills. Have strong data manipulation skills using Index, Macro, V-look up and pivot tables. Enjoy working in a team oriented environment For more information, please contact Richard Garbett