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...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
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: 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...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
Organisation Description An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. Job Description You will be an employed home/field based mortgage & protection advisor within the Reading / West London / M4 Area. All leads will be provided and fully pre qualified appointments booked...
Organisation Description An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. Job Description You will be an employed home/field based mortgage & protection advisor within the Reading / West London / M4 Area. All leads will be provided and fully pre qualified appointments booked...
Organisation Description My client is a successful Mortgage/Financial Services and Property sales firm. The company’s aim is to provide the best and most impartial advice available. Due to business growth my client is looking for a fully CeMap qualified (or equivalent) successful Mortgage Advisor to join their sales team. Job Description You will be based within one o...
Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Newbury, Berkshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent e...
Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Newbury, Berkshire branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent e...
Our client is one of the UK's leading professional services group with an office presence across the UK. As a result of continued expansion they are looking to strengthen their team by appointing a Consultant / Business Developer focussed on expanding the corporate pensions business. With a track record in winning and managing corporate employee benefit appointments in the SME sector, the ideal candidate will be experienced in DB, DC, risk ...
As a result of continued expansion our client, one of the UK's leading pensions administrator, are currently looking for several individuals to join their Administration team primarily dealing with both DB schemes. Responsibilities: - Working as part of a team to administer both DB and DC schemes. - The successful candidate will be expected to ensure the smooth running of the schemes. - Ensure Service ...
A fantastic position has become available for an experienced mortgage broker with full CeMAP who is self motivated, has a strong work ethic, and have a desire to progress their career, must have a Full UK driving licence & a clean credit history. Our client is looking for an Advisor to cover a very profitable branches so leads are not an issue, we just need someone who can write good levels of business. The position offers ...
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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...
Huntswood is looking for a Commercial Analyst on a 12 month fixed term contract based in Reading. This role would also be suitable for a new graduate with a natural flair for analysing, reporting and understanding trends. The main purpose of the Commercial Analyst is to be the central owner for market intelligence, ensuring that this is cascaded and captured as appropriate. To also research and interpret technical subjects and ...
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...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
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...
This is an exciting opportunity for a successful, ambitious sales professional who is looking to further their career within a fun, ambitious and successful organisation with an unrivalled track record of success in developing and promoting staff internally. Responsibilities will include: - Being given responsibility for developing both existing and new relationships within a clearly defined territory across the Thames Valley. The client b...
My clients business is built upon the core values of Passion, Pride, Resilience, Team work and Fun - hard work and effort is directly rewarded, and if your looking for an opportunity where you can directly control the pace and scope of how far your career can grow, then you should consider this post. The role is hard to define - other than an intoxicating mix of marketing, consulting, advertising, sales, and business development, in short ...
Due to expanding business needs they are now looking to identify a Corporate Sales Executive to support the growth of their Thames Valley business. As such the successful candidate will be given responsibility for: - Developing both new and existing client relationships through the phone, meeting and marketing activity - Full ownership of a quarterly target - comprised of both revenue and secondary KPI's - Full service management ...
Due to expanding business needs they are now looking to identify a Business Development Executive to support the growth of their Berkshire business. As such the successful candidate will be given responsibility for: - Developing both new and existing client relationships through the phone, meeting and marketing activity - Full ownership of a quarterly target - comprised of both revenue and secondary KPI's - Full service management...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
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...
