Client Services and Marketing Associate - Mayfair Asset Manager Based London, W1 Competitive remuneration based on experience. Our client is a privately owned investment company based in Mayfair. They have a small team and in excess of $500m asset under management. Requirements Candidates must have strong Excel and Power Point skills. The role requires a high level of attent...
A new, exciting opportunity exists with a national wealth and investment management firm working from prestigious Sheffield centre offices. Frequently liaising with HNW private clients and professional partner practices such as solicitor firms, you will be tasked with completing all manner of reports/suitability reports and furthermore provide a full administrative and clerical support to a small number of high performing and highly qualifi...
Protection Adviser / Protection Specialist – HNW Clients An exciting opportunity is available for a Protection Specialist to work from one of London’s leading Mortgage Brokers. You will be responsible for providing specialist and independent protection advice to HNW clients. In depth experience of the protection market is essential, specifically Life, Critical Illness, Income Protection and ASU. Leads are genera...
HNW Mortgage Brokers – London HNW Leads provided Dealing with private finance companies as well as mainstream lenders Monday – Friday working Flexible working Employed or Self Employed packages available Fantastic earning potential - £75K+ OTE...
Experienced T&C professional required for an IFA practice based in Chelmsford. The role will support a number of well-experienced Financial Advisers and will involve a wide variety of duties. They want someone with a strong technical background who will be responsible for reviewing client files, conducting 1 to 1s and being responsible for the training and development needs of each IFA. The right person will not "tick boxes" b...
Great Customer Service opportunities with a leading Building Society You'll be the first point of contact for people who telephone the Society with queries about their accounts, such as updating their personal details or making a transaction; and you'll use your great communication skills and passion for customer service to make sure that every call ends with a satisfied customer. In return, you'll benefit from, 23 days holiday plus bank holid...
Diploma Qualified Paraplanner Chelmsford £35,000 plus bonus Our client is a HNW Wealth Management business with a highly respected and very successful presence within the UK financial services market. Due to expansion they are now looking to expand its technical team by recruiting for an experienced Diploma qualified Paraplanner. You duties will be to support a num...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
-
Date: 14 May
-
Exeter, Devon
-
£20,000 - £31,000 per annum
-
1 application
Portfolio Manager sought for a Financial Services/Wealth Management business in Devon in order to provide a professional investment service to clients, whilst developing existing and new client relationships. As an experienced portfolio manager you will ideally possess an investment certificate or Investment Advise Diploma as well as practical experience in the industry to include extensive knowledge of investment management processes...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
1,205 jobs matching this search were posted in the last week
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Professional/technical experience Financial Services industry experience in regulated corporate products and services to SMEs, Large Corporates and entrepreneurs. Experience of generating new client revenue streams whilst maintaining existing client relationships and revenue targets. Experience of identifying opportunities of new business to maximise broader team revenue targets. Experience of...
-
Date: 10 May
-
Reading, Berkshire
-
£65,000 - £100,000 per annum, negotiable, inc benefits, OTE
-
0 applications
Professional/technical experience Financial Services industry experience in regulated corporate products and services to SMEs, Large Corporates and entrepreneurs. Experience of generating new client revenue streams whilst maintaining existing client relationships and revenue targets. Experience of identifying opportunities of new business to maximise broader team revenue targets. Experience of...
(For our other vacancies visit www.platinumconsultancy.co.uk) Salary range is £24k - £31k plus bonus and benefits. The Mortgage and Protection Manager role within the branch network is to establish and grow the Mortgage and Protection business. You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in li...
SALES CO-ORDINATOR - Runcorn (with good Basic - Intermediate Excel skills) SALARY: £17,000 HOURS: 8.30am - 5.00pm Monday - Friday The Company ... Large established company - leading UK distributor. The Job Working in a team of 18 people you will be responsible for putting together reports to sup...
Are you a Financial Services professional seeking a new challenge within a dynamic company? Are you looking for a varied role with extensive client contact? Due to continued success and growth, this innovative Financial Services Group seeks to recruit a number of positive and proactive individuals with strong Financial Services knowledge to provide holistic support to their Clients. Focusing of their WRAP Platform, your role will be ...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Your role as a Mortgage Advisor, will be branch based in Lincoln, which is the ideal place in which to strike up a rapport with new and existing customers. Job Description With a plain talkin...
We have a great opportunity for a Collection Advisor to join an established financial institution based in Solihull. Our client is keen to appoint a Collections Advisor to join to pro-actively contact customers across full product range that have fallen into arrears and are experiencing financial hardship. Job Title: Graduate Collections Advisor Location: Solihull, Warwickshire, Birmingham Salary: £15,500 + OTE ...
-
Date: 14 May
-
Basildon, Essex
-
£30,000 - £38,000 per annum, OTE
-
3 applications
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
-
Date: 14 May
-
Basildon, Essex
-
£30,000 - £38,000 per annum, OTE
-
2 applications
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
-
Date: 10 May
-
Bristol, Avon
-
£40,000 - £65,000 per annum
-
7 applications
Our client, an innovative Financial Services Group, are keen to achieve further growth within their business and are keen to attract a skilled and experienced Business Development and Relationship Management professional with knowledge of the WRAP and IFA market to build their presence within the South West and Wales. You will be responsible for developing new business opportunities by identifying suitable clients and building relati...
Chartered Financial Consultant - Altrincham Our client is an award winning Chartered Financial Planning organisation with branches through the UK. They are currently recruiting for a Chartered Financial Planner for their Altrincham branch, this is an excellent and rare opportunity with plenty of scope for career advancement with a business at the top of its game What they are looking for... <...
