A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying at...
A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying at...
Excellent career opportunity Great Company Culture Earning potential to match your ambition Our Client is one of the leading brands within its sector and its ambitious expansion plans have created the opportunity for a career minded Collections Agent, looking to immerse himself/herself in the financial services industry and build a specialised career within the debt sector. The company offer ...
IFA PRACTICE- WARRINGTON SELF EMPLOYED BASIS, EXCELLENT SPLITS AND BACK OFFICE SUPPORT A leading IFA network are looking to recruit an adviser on a self employed basis to join their team in Warrington. Covering the Cheshire region you will be afforded all the benefits offered by this market leading organisation. All back office support is provided with excellent investment and fund facilities. To discuss your ...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
Our client is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses. They are currently recruiting a Paraplnner to produce due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. For this role the successful ca...
An exciting opportunity has arisen for a Debt Management Consultant to work in Timperley. This role is working in the sales department of a large debt management company. Debt Management Consultant Key Objectives:- To generate business to ensure set targets for the business are met or exceeded To advise on appropriate financial solutions to prospective clients to help with financial situations <li...
We are looking for a PPI Claims Adviser to work for a large Debt Management company based in Timperley. There are good benefits on offer along with ongoing training and development. Apply today and Colin Larter Recruitment Ltd will contact you within 24 hours. PPI Claims Adviser Key responsibilities:- Convert pre-qualified leads and existing clients in to successful and valid PPI claims Build r...
Organisation Description Our client has built a very strong reputation across the new build sector and financial services markets. Due to continued growth of the company, they are seeking to appoint an additional member to their Financial Services Team to cover Liverpool and Manchester Job Description They are looking for enthusiastic individuals to provide quality ad...
Organisation Description Our client has built a very strong reputation across the new build sector and financial services markets. Due to continued growth of the company, they are seeking to appoint an additional member to their Financial Services Team to cover Liverpool and Manchester Job Description They are looking for enthusiastic individuals to provide quality ad...
A fantastic opportunity to join our existing sales team is now available. Finance Advise Bureau is a leading Debt Solutions specialist and we have significant growth plans for 2012. Recognising the valuable role our staff will play in achieving this growth, we are looking for experienced call centre telesales agents to join our successful lead generation team. As a call centre telesales agent you will be generating new...
Our client is a well established and successful Wealth Management / Chartered IFA practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending client meetings and taking minutes - Preparing client reports and suitability letters<...
Our client is a successful IFA business based in Altrincham with offices in London and Scotland as well The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework...
This financial planning practice has a highly developed business model and is already embracing a fee based approach, well ahead of the RDR deadline. With their main focus on the over 50s sector they are an exceptionally professional outfit with a burgeoning reputation for the high quality level of service they provide to their clients. To support the firm’s fee earners they are seeking to recruit an additional paraplanner. Pr...
Local government offices in Lancashire are looking to recruit a Benefits officer to handle their large workload. As part of your role you will: To be aware of and to comply with all the internal policies and procedures. To acquire a full understanding of the duties and the responsibilities contained within the Benefit Regulations, appropriate guidance and best practice and to keep that knowledge up to date.To maintain a working...
Paraplanner job in Altrincham working for an award winning Chartered Financial Planning firm. Working as a paraplanner / support analyst you will provide due diligence on products, providers and funds in line with company policy and provide high quality advice and supporting suitability reports for sales consultants. Ideally you will will qualified or studying towards Diploma level with a desire to achieve chartered status. A minimum...
Our client is looking to recruit an experienced and qualified Mortgage Specialist with experience from the compliance/audit side of mortgages, someone who understands the FSA compliance aspects of a mortgage The ideal candidate will have worked for a Compliance Firm who was responsible for checking mortgage advice, or for a Bank/Building Society in their mortgage compliance department, and if you have worked on a mortgage review proje...
Job Purpose The production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients<...
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Date: 10 May
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Sale, Cheshire
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£14,000 - £28,000 per annum
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3 applications
Salary: Up to £18,000 Basic (DOE) + Bonus up to £800 per month This is a superb opportunity to join a Market Leading Company within the growing Debt Management industry. A member of DEMSA (Debt Managers Standards Association - monitors and maintains high standards in the debt resolution industry). We offer ongoing support and some of the best training in the&nbs...
Account Manager Now is an exciting time to join a market leading financial solutions company. A member of DEMSA (Debt Managers Standards Association - monitors and maintains high standards in the debt resolution industry). Based in our modern and spacious call centre in Sale, Manchester. The Account Manager is responsible for contacting new customers</...
Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice and also the support it provides its financial planning team. This is a particularly exciting time for the company as it prepares itself for unprecedented growth in future years and to that end has asked Exchange Street to help them in their search. Responsibilities of the role include comprehensive paraplannin...
Exchange Street is currently working with a growing IFA practice in Cheshire as they look to continue a dynamic development strategy within the next 12 months. As part of this strategy they are currently looking to recruit an additional Paraplanner to join the team on a part time basis. Providing a comprehensive degree of support to the company’s fee earners, it is imperative that applicants have previous experience within an IFA pra...
