This is an excellent opportunity to join a growing company based in the centre of Reading. Due to work load they now require a Payroll Specialist to join their busy team of 3. Your role will involve providing and managing full and accurate payroll service to a wide range of clients. You will provide a personal and professional service and be able to deal with a multitude of payroll enquiries. You will already have experience in payroll and ...
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Date: 3 June
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Reading, Berkshire
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£20,000 - £50,000 per annum, negotiable, OTE
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1 application
A highly respected, market leading & award winning mortgage broker and estate agency is seeking fully CeMAP (or equivalent) qualified Mortgage & Protection Advisers in the READING area , to work within their established network of estate agency offices including TILEHURST, WOODLEY & LOWER EARLEY. This excellent opportunity has arisen for this market leading...
Our client is one of the leading EB and Wealth Management firms in the country and is currently looking for a Corporate / EB Business development Manager to join their team You will mainly be based from home although you will have access to their West sussex office and London office as well We are looking for someone with good Business development experience in the Pensions sector and although some clients are offered we need s...
A diploma qualified Paraplanner is required for an established IFA practice based in Berkshire. This role will work alongside the Financial Advisors dealing with the report writing and research, experience within a fee based environment is ideal but not essential and has stability and made sensible/logical career choices The role: To prepare written advice and provide technical research services t...
The Financial Adviser market place is flooded with IFA firms looking to take on Advisers who have healthy client banks or take on advisers and provide them with leads where the quality of the leads is questionable, which is why this opportunity is so strong. AIM-listed since 2000, my clients is the UK's largest autonomous Independent Financial Advice and Wealth Management Group. Offering the financial stability associated with firms o...
A paraplanner is required for a leading financial practice based in the Newbury area. This role is key within the financial planning team seeing you working closely with the IFA's and compliance department. The right individual will be suitably qualified, preferably to diploma level and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant suita...
Independent Mortgage & Protection Broker - Reading Employed & Self Employed Packages available – Realistic £50k+ OTE An exciting opportunity is available for an experienced Mortgage Broker to join this established and highly successful financial services practice. With an excellent lead source, compliance and administration support, this represents a fantastic opportunity with an uncapped earning potential...
Mortgage Adviser - Reading - Excellent Lead Source One of the UK's leading financial services providers has an excellent opportunity for a qualified Mortgage Adviser to cover leads in Reading. This is a genuine opportunity to earn £50k+. Candidate: Full CeMAP or equivalent Minimum 12 months mortgage advisory experience Drive and enthusiasm Package: Up to £30k basi...
Environment: Small established IFA with an excellent working environment. Responsibilities: Providing sales support to a senior adviser including preparation for client meetings, product research, suitability reports and new business processing. On going client liaison, reviews and valuations. Responsibility for the wrap/platform proposition. Essential: Financial services knowledge and experience, IT literacy and a broad techn...
Main Purpose of the Role: To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand). Other Duties and Responsibilities Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs a...
My client is a leading wealth management company that provide advice to high net worth clients across the UK. They are well known for their exceptional training and support ensuring each of their advisers attains Chartered qualifications whilst meeting and exceeding business objectives. They currently seek an employed IFA to service their client bank along the M4 corridor across the Reading, Bracknell, Guildford and Oxfordshire locat...
Romans Mortgage Services Job Group: Financial Services Romans Group are a forward thinking, dynamic, growing company offering fantastic career opportunities. We currently have 18 branch and in total 25 locations. This position is based throughout Berkshire, Surrey and North Hampshire. Our modern offices offer a high quality working environment with coffee shop and restaurant facilities o...
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...
17 jobs matching this search were posted in the last week
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...
Basic approx £65,000 + £5k Car allowance This role is for expereinced Diploma qualified Corporate Financial Adviser. Purpose of role Working within the Corporate Financial Planning pillar, these individuals are known as Corporate Wealth Advisors (CWAs). The CWA role will be to deliver effective and compliant client solutions through an advice and service based approach to corporate customers. Working colla...
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Date: 10 May
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Reading, Berkshire
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£65,000 - £100,000 per annum, negotiable, inc benefits, OTE
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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...
Our client is one of the leading IFA practices in the UK and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. Th...
This well known FTSE 250 Company, with revenue of £1.9 billion and a workforce of 50,000 people worldwide has an exciting position within their in-house pensions department. You will lead a team of pension’s administrators in the delivery of a continually improving level of customer service to clients and members in terms of quality, cost and time. Organising and prioritising the workflow of the team in order to meet service level agre...
This well known FTSE 250 Company, with revenue of £1.9 billion and a workforce of 50,000 people worldwide has an exciting position within their in-house pensions department. You will lead a team of pension’s administrators in the delivery of a continually improving level of customer service to clients and members in terms of quality, cost and time. Organising and prioritising the workflow of the team in order to meet service level agre...
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Date: 18 May
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Reading, Berkshire
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£50,000 - £100,000 per annum, inc benefits, OTE
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3 applications
A great opportunity has become available to join a very well established and successful Global Bank as a Corporate Independent Financial Adviser This is a rare chance to gain an IFA role with a great leads flow in the Corporate High Net worth sector You will at this stage have been in Financial Services as a qualified Financial Adviser within a Bank or as an IFA This is an All Leads provided culture with realistic ho...
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Date: 13 May
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Reading, Berkshire
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£25,000 - £45,000 per annum, inc benefits, OTE
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1 application
A major estate agency currently seeks an experienced Mortgage Broker to provide mortgage advice to their clients. Role Profile • Develop and build relationships with new and existing clients • Office based role. • Good leads generated on your behalf. • Working to set targets Skills Required • At least 2-3 years mortgage broking experience. • Confident, assertive with strong client management skills...
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Date: 13 May
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Reading, Berkshire
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£40,000 - £75,000 per annum, inc benefits, OTE
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2 applications
Location Manchester Role/Person Experienced Mortgage Brokers to provide quality mortgage advice and guidance to customers. All appointments are pre-qualified and booked for the Mortgage Adviser. A centrally dedicated processing team provides full support after the appointment. You must be able to handle between 15 and 25 sales per month. You must have a proven tra...
Location Near Reading Company Established in 1987 our client is a whole of market mortgage specialist. Working with major new homes and new build companies. Role Providing Mortgage and Protection advice over the telephone. You will have circa 150 new customer leads every month provided from 'new build' sites around the UK. You will arrange a...
Are you an accomplished Consultant with in depth knowledge of the Pensions and Employee Benefits market? Do you have strong new business development skills and the desire to further your career within a market leading firm? With a remit covering the South East of England, your role will be to develop new clients and connections and to advise SME and Corporate clients and Directors on Pension and Group Risk options. You will work with ...
Ref: S782645MBM Job Title: Estate Agency Based Mortgage Broker - Reading Salary: £18,500 - £26,000 basic, plus car allowance, guaranteed commission for the first 6 months, OTE £50,000 Overview: A well respected national chain of estate agent with offices throughout England is seeking a fully CeMAP or MAQ or CF1 and CF6 q...
