An excellent opportunity has arisen to join the Corporate Division of a leading Financial Services Organisation as a Governance and MI Reporting Consultant based from their Cheltenham office. This role requires someone who can successfully maximise effectiveness through proactive task management and stakeholder engagement to deliver accurate outputs that meet and exceed client, trustee and Employee Benefit Consultants expectations.</p...
An excellent opportunity has arisen to join the Corporate Division of a leading Financial Services Organisation as a Governance and MI Reporting Consultant based from their Cheltenham office. This role requires someone who can successfully maximise effectiveness through proactive task management and stakeholder engagement to deliver accurate outputs that meet and exceed client, trustee and Employee Benefit Consultants expectations.</p...
Organisation Description Our exclusive client is a successful and innovative independent financial adviser company, they are looking for client services administrator to join their team. Job Description To undertake the servicing of existing client’s financial products/portfolios. To deliver a high level of technical servicing support to the company’s IFAs, assisting t...
Organisation Description My client is an established and expanding fee-based IFA in Cheltenham. Their high net worth clients generally have over £200k in free assets and the firm is a regular user of discretionary fund managers . They have a vacancy for a self-employed IFA to come in and manage their own clients as well as providing fee-based independent advice to the company’s affluent private clients...
Organisation Description My client, an established IFA in Cheltenham with 10 advisers currently working on self-employed basis, has a vacancy for an IFA with a reasonable client bank to offer holistic financial advice to your own and the company’s clients either from home or from their ideally located office. Job Description In an ever changing financial e...
Employed IFA £40k - £50k + Package + Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team. The role will be office based and they provide fee-based, independent financial advice and investment management services to private and corporate clients. To be considered for this role you will ...
This is an exciting opportunity for an individual to take on the role of Configuration Analyst on a project involving the implementation of a new Point of Sale (POS) system. The system is designed to capture information from customers such as; personal details, financial details, attitude to risk and customer agreements. Your responsibilities are to: - Ensure the POS system is improved through the implementa...
You’re an adviser looking for a quality home as a self-employed IFA Why should you choose our directly authorised client? They offer so much more than a traditional IFA. Very few IFAs are authorised to carry out Discretionary Portfolio Management, and even fewer have anything like our breadth of advisory capability, meaning that they are not in a position to capitalise on this expertise, or provide clients with the best so...
Covering both the Gloucester and Stroud Branches in the Gloucestershire region Basic salary Uncapped earnings at 45% of banking OTE £45,000 per annum and underlying base pay £24,000 (includes £3,000 travel allowance) Andrews are a forward thinking company, who are looking for the right individuals to make their mark in very successful estate agency branches. The role offers unlimited s...
A fantastic opportunity to join a FTSE 100 company based in Cheltenham. My client is looking for a Compliance Advisor who will be able to provide support and guidance to the business regarding the requirements of the FSA. Responsibilities to include: Provide clear pragmatic guidance and support Supporting compliance projects Review operational management informati...
A wealth management company with over 25 years in business is looking to expand its team and take on an adviser to join their very successful proposition. The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. Their investment process allows individuals, pension funds and trustees to invest with confidence - with a clear idea of their target return and the level of risk...
One of the UK's most respected lenders is looking for underwriters to support them on a 3 month project, to start ASAP As one of the UK’s leading mortgage lenders, our client is enjoying continued growth and success and they now urgently require driven and capable individuals with a background in mortgage administration or mortgage underwriting to start work in June 2013. As an experienced mortgage underwriter ...
A wealth management company with over 25 years in business is looking to expand its team and take on a graduate to join their very successful proposition. The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. Their investment process allows individuals, pension funds and trustees to invest with confidence with a clear idea of their target return and the level of risk i...
19 jobs matching this search were posted in the last week
As a result of aggressive & dynamic growth plans for 2013 we now have excellent opportunities across a variety of locations in the UK to work within our market leading Mortgage Broker & Network business. Typically working from busy estate agent offices you will have access to a fantastic lead source with appointments and leads generated by the established sales teams in your respective offices. The remuneration for the roles will be...
Organisation Description My client is a reputable IFA firm in Cheltenham that specialises mostly in investment advice. After segmenting their IFAs' client banks in line with RDR, they have a vacancy for a desk-based IFA to service existing clients and identify and follow up new business opportunities. Job Description Almost all advice will be telephone-based and will generally be...
Organisation Description This client recognise that the contributions made by their employees are vital to their success. They look for high-calibre individuals to build on the excellence, talent and commitment of their small, highly professional team of qualified and student actuaries. Purpose: 0 To manage the day to day operations of the Business Support team....
Compliance Monitoring Officer, Cheltenham £30,000 - £35,000 per annum Reports To: Head of Compliance An exciting opportunity has become available within my client's Financial Services Compliance Team to assist Financial Services Management in mitigating the company’s exposure to regulatory risk. Main Duties Champion and drive a strong culture of Compliance ...
Vertex Financial Services, Assistant Compliance Monitoring Officer, £24000-£28000, Cheltenham. Vertex Financial Services is a leader in Business Process and Customer Management outsourcing, serving over 200 clients worldwide across many sectors. Our focus is on providing value-based solutions for our clients that deliver exceptional customer experience, and do so cost effectively. An exciting opportu...
Mortgage Account Manager - To start ASAP Both full and part time opportunities available Cheltenham £16000 to £18000 depending on experience If you enjoy working in a busy team environment and you feel you can add to the team dynamics, this could be a great opportunity for you. Our client encourages all employees to progress their ...
Our Client is an established IFA firm looking for Diploma qualified Independent Financial Advisers The firm is fully RDR ready and has a well-established fee based model They are focused on helping individuals and businesses take control of their long-term security, wealth and financial independence With a proven Lead Generation system, via Professional connections with Accountancy practices, they are looking for an esta...
Our client is an RDR ready IFA practice looking for a Diploma Qualified Paraplanner to join their dedicated support team.? Their staff enjoy a vibrant working environment and their paraplanning team have access to state of the art technologies that provide the foundations for the effective and successful running of the practice.? In this role you will be responsible for preparing documentation for meetings and bespoke client reports,...
Job Description: Newly created opportunity for a COO to join the board of a well established Financial Services business in Gloucestershire. Initially on an interim contract, this role has the potential to develop into a more permanent position, and will be pivotal for the future success of the organisation. The objective of this role will be to establish and deliver business strategy, and this will require building strong rel...
Organisation Description Company A fantastic opportunity had arisen for a Compliance Advisor to join a Financial Services division of a large FTSE100 organisation who speciliase in Life and Pensions. Job Description Key Purpose The role is to provide support and guidance to the business regarding requi...
Our client a highly regarded and well known Wealth Manager in Cheltenham is seeking to add additional technical resource to their small busy team by recruiting a technical Paraplanner. In this role you will provide support for a senior Director facilitating the smooth processing of new and existing business and the preparation of reports and documentation including report writing. This team concentrates predominantly in the retirement...
One of the UK's most respected lenders is looking for underwriters to support them on a 3 month project, to start ASAP As one of the UK’s leading mortgage lenders, our client is enjoying continued growth and success and they now urgently require driven and capable individuals with a background in mortgage administration or mortgage underwriting to start work in June 2013. As an experienced mortgage underwriter ...
