The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
Senior IFA - HNW clients £45,000 to £55,000 plus benefits and bonus Belfast This reputable and highly regarded Professional Practice has an IFA arm that provides advice across the full spectrum of Financial Planning to HNW Individuals Due to continued growth and the acquisition of new business they now require an Advisor to operate at this complex level. You will be responsible for servicing the c...
IFA - Professional Practice £45,000 to £55,000 plus benefits and bonus This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest regional players in the area. Due to continued growth and the acquisition of new business they now require an additional Advisor to operate at a complex HNW level. You wi...
Mortgage Advisor, Belfast £20,000 to £24,000 plus benefits JohnstonGreer has been retained by this highly regarded regional IFA firm to recruit a Mortgage Advisor to deal with the increase in leads from the firm’s existing clients plus enquires from new customers. You will offer whole of market advice on mortgages, protection and insurance in an environment where the focus is on the servicing of the client...
IFA - Professional Practice £45,000 to £55,000 plus benefits and bonus Belfast This reputable and highly regarded Professional Practice has an IFA arm that provides advice across the full spectrum of Financial Planning to HNW Individuals Due to continued growth and the acquisition of new business they now require an Advisor to operate at this complex level. You will be responsible for servicing th...
Senior IFA £45,000 to £55,000 plus benefits and bonus This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest regional players in the area. Due to continued growth and the acquisition of new business they now require an additional Advisor to operate at a complex HNW level. You will provide advice...
Sales Support Belfast £18,000 to £22,000 plus benefits This regional firm of Independent Financial Advisors provides mainly Private Client advice across the full range of Financial Planning including mortgages, pensions, investments and protection. Following an increase in new business and the associated administration they are now looking to recruit a member of support staff to work closely with the Directors...
Our client, a leading firm of actuaries and consultants, currently requires 2 Actuarial Consultants to join their growing team. You will work within a team of full and part qualified actuaries and be given immediate responsibility for managing relationships with a range of clients / trustees. Candidates will ideally have a proven track record in winning work and have the ability to grow and further develop the practice through ...
My client is one of the Largest Leading Wealth management companies in the UK who specialise in delivering face-to-face financial advice to people who have, or are in the process of accumulating Capital and with over £28 Billion of client funds under management they are continuing to grow and are seeking self employed Financial advisors to work across various areas of the UK. Candidates must meet 3 distinct criteria;</...
A great opportunity has become available to join a very well established and successful Bancassurance company as a Financial Adviser You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is your chance to join one of the leading Bancassurance companies in Europe and this bank has remained very stable during the...
A great opportunity has become available to join a very well established and successful Bancassurance company as a Financial Adviser You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is your chance to join one of the leading Bancassurance companies in Europe and this bank has remained very stable during the...
Our client, currently at an exciting stage of growth, are offering a unique opportunity to become a trainee multi-tied adviser. You will be provided with your own bank of circa 500 clients and be provided with both training and support to ensure your success as an financial adviser. You will be based in their stunning city centre offices and be part of a successful and buzzing team. The requirements: Essential -...
One of Northern Ireland's leading financial services companies is looking to expand its successful adviser team. You will either be an experienced adviser looking for a new challenge or someone looking for a new career. Competitive commission rates paid and you will be expected to generate sales opportunities, although some help may be available. This is a self employed position. ...
One of Northern Ireland's leading financial services companies is looking to expand its successful adviser team. You will ideally be an experienced adviser appropriately qualified,looking for a new challenge. Competitive salary and bonus paid and you will be working from opportunities that would be supplied from our customer base in addition to you generating your own sales opportunities. ...
The Company Our Client is a National IFA, providing financial services solutions to new and existing customers. They are currently recruiting a Wealth Adviser. Duties and accountabilities This role will involve providing independent financial solutions to new and existing custiomers. This can include - Conducting regular fact finds to establish your Clients’ changing need pa...
Senior Financial Adviser - Wealth Division. £40,000 - £50,000 + pension + healthcare + Company Car + bonuses (£70k OTE) Our client, one of the most successful banking organisations in the world, is looking to expand their already established sales force to provide for their ever increasing client base. You’ll build a relationship with customers, exceed the...
IFA - existing HNW client bank The Company This leading provider of investment management services employ over 300 people throughout the UK and have been offering a wide range of services to private clients, small businesses and corporations for over 40 years. Due to planned expansion Access Recruitment has been appointed to assist them in the recruitment of a highly qualified Independent Financial Advis...
Sales Support Administrator - 9 month contract The Company This national firm has been providing industry leading and bespoke financial solutions to their personal and group clients in the UK for over 20 years. Access Recruitment has been appointed to assist them in the recruitment of an IFA Administrator , to join their Belfast team on a 9 month contract basis. The Opportun...
Paraplanner - Pensions Consultancy The Company This large regional player have been providing sophisticated and bespoke advice to their personal and group clients in the province for over 20 years. Due to sustained and successful growth Access Recruitment has been appointed to assist them in the recruitment of an additional highly qualified Senior Paraplanner , whose strengths are focused in th...
Pension Administrator The Company This Pension Consultancy has been providing sophisticated and bespoke advice to their personal and group clients in the province for over 20 years. Due to continued growth of the schemes Access Recruitment has been appointed to assist them in the recruitment of a Pension Administrator , to join their city centre office. The Opportunity This is a...
R3: Group sets out to redefine the financial services market by offering combined expertise and a fresh approach to customer solutions for affinity brand and product manufacturers. We have extensive experience in bringing brands to market and have worked with many sector leaders to help launch their financial services products for the first time. R3: Group also owns a series of niche specialist insurance brokers and financial s...
Senior Financial Adviser - Wealth Division. £40,000 - £50,000 + pension + healthcare + Company Car + bonuses (£70k OTE) Our client, one of the most successful banking organisations in the world, is looking to expand their already established sales force to provide for their ever increasing client base. You’ll build a relationship with customers, exceed the...
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. We are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of financial planning ...
An excellent opportunity has now arisen for an experienced Financial Planner to join a well established, multi-national and highly respected Wealth Management organisation. The role on offer will be for a confident, professional and ambitious individual to take on some of the companies most affluent clients. You will have a close working relationship with the Investment Managers and will be working from their leads to provide ho...
