Our client is one of the UK's leading providers of wealth and investment advice. We are recruiting for a Sales Support Team Leader to be based in Canary Wharf. The purpose of the role is to manage and develop a team of sales support executives who work closely with specialist mortgage advisers who are based throughout the UK and are tasked with delivering an exceptional client experience to the HNW client base by ensuring the ...
Regional Sales Director - North West Basic to c£80,000 + car allowance + excellent benefits (6 figure package) + bonus A fantastic opportunity exists within this prestigious and reputable national IFA firm, who are looking to further develop their presence in the North West with the introduction of a Regional Sales Director. The firm are looking for an experienced Manager who can develop the already successful t...
Our client is one of the UK's leading providers of wealth and investment advice. We are recruiting for a number of roles within the sales support function of a newly set up mortgage team. Working along side a team of specialist mortgage advisers who will be based throughout the UK the purpose of the role is to deliver an exceptional client experience to the HNW client base by ensuring the mortgage application process runs as sm...
An exciting opportunity exists to join a highly reputable IFA firm to service and develop an existing Client base and service some existing professional introducer relationships. You will inherit a small existing portfolio already generating in excess of £120,000 of recurring income and ideally will compliment these business sources with your own portfolio / connections You will be an existing competent IFA with a minimum of the...
My client is recruiting a Business Analyst to join their Leeds office, the team is dedicated to analysing, recommending and implementing efficient business process to meet changing demands. The Business Analyst is required to liaise between all parties involved in new services, efficiencies and enhancements. You will play a central role in the success of projects by determining and writing the business requirements, managing associat...
My client who is a successful organisation based in Manchester is recruiting for a Financial Auditor with US GAAP and SOX experience. This position will be primarily responsible for SOX testing to be carried out in Manchester, reporting into the team Manager. The SOX Compliance & Controls Specialist will: • Assist in the risk assessment process and development of the annual SOX plan. • Execute and document finan...
A new and exciting opportunity exists to join a leading wealth management firm who are looking to strengthen their HNW mortgage advice proposition. You will work closely with a team of HNW introducers and through the building of strong relationships you will gain access to genuine client opportunities to provide advice on mortgages and related products with a lending value of up to several million pounds. You will hold expe...
A new and exciting opportunity exists to join a leading wealth management firm who are looking to strengthen their HNW mortgage advice proposition. You will work closely with a team of HNW introducers and through the building of strong relationships you will gain access to genuine client opportunities to provide advice on mortgages and related products with a lending value of up to several million pounds. You will hold expe...
A new and exciting opportunity exists to join a leading wealth management firm who are looking to strengthen their HNW mortgage advice proposition. You will work closely with a team of HNW introducers and through the building of strong relationships you will gain access to genuine client opportunities to provide advice on mortgages and related products with a lending value of up to several million pounds. You will hold expe...
A new and exciting opportunity exists to join a leading wealth management firm who are looking to strengthen their HNW mortgage advice proposition. You will work closely with a team of HNW introducers and through the building of strong relationships you will gain access to genuine client opportunities to provide advice on mortgages and related products with a lending value of up to several million pounds. You will hold expe...
A new and fantastic opportunity exists within this leading wealth management firm that is looking to expand its HNW Mortgage Advisory division in 3 key locations nationally. Working in conjunction with the firms wealth advisory unit, you will be tasked with providing mortgage and related products to HNW clients that are provided for you. You must have a demonstrable track record of dealing with similar HNW clients regularly and be able to evide...
HNW Mortgage Manager - Manchester/ Birmingham Basics £45,000 to £60,000 plus market leading benefits package and bonus Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a Team Leader to manage advisers who work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. These advisers work alongside i...
HNW Mortgage Manager - Manchester/ Birmingham Basics £45,000 to £60,000 plus market leading benefits package and bonus Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a Team Leader to manage advisers who work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. These advisers work alongside i...
14 jobs matching this search were posted in the last week
HNW Mortgage Advisor - Manchester Basics £40,000 to £50,000 plus market leading benefits package and bonus Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these ...
My client is a financial services organisation and they are looking for an Accounts Assistant to join their Sheffield office. The role will primarily maintain the Purchase Ledger function, assist the management accountant as well as provide cover to the other Finance functions within the company. The Role Purchase Ledger/Accounts Payable • Enter invoices onto the Purchase Ledger timely and accurately • Resolve al...
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a Team Leader to manage mortgage advisers in London who work alongside the Private Bankers and Wealth Planners. These advisers work alongside internal and external introducers, offering mortgage advice to very HNW individuals (all cases in excess of £1M). The Team Leader will be responsib...
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a Team Leader to manage advisers who work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. These advisers work alongside internal and external introducers, offering mortgage advice to very HNW individuals (all cases in excess of £1M). The Team Leader ...
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Date: 2 days ago
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Bristol, Avon
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£40,000 - £55,000 per annum
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1 application
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these internal sources, whilst also networking externally, the successful candidates will offer mortgage advice to very HNW individuals (all...
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these internal sources, whilst also networking externally, the successful candidates will offer mortgage advice to very HNW individuals (all...
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these internal sources, whilst also networking externally, the successful candidates will offer mortgage advice to very HNW individuals (all...
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these internal sources, whilst also networking externally, the successful candidates will offer mortgage advice to very HNW individuals (all...
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these internal sources, whilst also networking externally, the successful candidates will offer mortgage advice to very HNW individuals (all...
Based in Manchester, my client is a successful and growing international organisation looking for a Data and Reporting Regulatory analyst to develop and continuously improve financial and recovery planning within the company both globally and with a focus on EMEA. The Role • Analyse the financial statements of the firm's material entities, core businesses and critical operations • Identify and analyse operational and ...
A new and exciting opportunity exists to join this well regarding local IFA practice in a role supporting a new advisory venture. Working in an office / telephone based environment you will predominantly be responsible for the offering of regulated advice to a vast amount of clients generated through a new joint venture, you will offer personal financial planning advice with business transacted both over the phone and through written...
Two fantastic opportunities have arisen within a top ten accountancy practice within their IFA arm. Senior Sales Support and Sales Support Supporting the advisers daily you obtain information and quotations required by Consultants/Paraplanners to enable them to research the client’s needs prior to recommendations. Processing new business from submission to completion and maintaining compliant client records in the office elec...
