We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a pr...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a pr...
Protection Adviser - Preston £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administration suppor...
SALES ADVISOR/DEBT SALES ADVISOR - PERMANENT - £14,000 - £18,000 - LANCASHIRE Our client is a leading provider in debt management, offering specialist advice and support to customers. Employing nearly 500 members of staff they offer an excellent benefits package, including; uncapped performance bonuses (Top performers earning up to £1300 per month), 25 days holiday, free onsite parking, gym membership, and so much mor...
Our client is looking for a Relationship Manager to join their successful team in Preston. Dealing with general trading businesses with turnover broadly £5-£50m, the successful candidate will take over an established portfolio of quality businesses. You will have strong lending skills & will have dealt with trading businesses. You will have strong credit skills/relationship management experience, and an ability to get to...
Position: Sales and Marketing Director Reporting to: Group CEO Location: Ribble House, Ribble Business Park, Philips Road, Blackburn. BB1 5QR Salary: Negotiable Benefits: Generous holiday entitlement of 24 days plus 8 statutory bank holidays, free onsite car parking and on-going training and development. Company Profile People 2 People Group is a privately ow...
Our client is looking for someone to join their growing team get involved with mainly Accounts, a little Audit and some Tax. Our client is aregional independent with a strong client focus and a laid back approach to providing the best quality service. The opportunity provides a chance to get exposure to a broad range of business streams on a variety of clients at a reputable practice. Whether you are looking for progression or just an interesti...
IFA support administrator Preston £18,000 - £20,000 + Benefits My client, a Financial Services business with a Chartered status, are seeking to appoint a Financial Planning administrator to join a growing team based in their head office in Preston. Offering brilliant benefits package as well as excellent career progression opportunities Duties and responsibilities will involve: Producing client v...
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...
Team Leader - Bilingual £18,000-£20,000 + Excellent bonus scheme Preston Our client an international professional services company is looking to recruit a Team Leader to coach and motivate a team. THE ROLE Reporting directly to the Department Operations Manager your role will include: <...
Quality Assessor - Financial Services - 3 Positions Salford Quays £18,000 - £20,000 Company Information: A Financial Services business voted for 3 consecutive years in the Times "Top 100 Companies to work for" who have a proven track record in delivering outstanding customer service as well as offering employees free gym membership, free onsite parking, canteen subsidised by Starbucks, reg...
IFA Sales Support Administrator - Preston £18,000 - £20,000 A Preston based IFA Practice is looking to place an IFA Sales Support Administrator to provide office support for the Director of the business who is also the IFA. Main responsibility will involve being a point of contact for clients and providers with regards to enquiries and processing. You will also be expected to deal with general office d...
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Date: 9 May
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Blackburn, Lancashire
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£30,000 - £50,000 per annum, negotiable, inc benefits, OTE
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3 applications
Our Client based in Blackburn was founded over 100 years ago has a vacancy for an advisor in an employed role. They are looking for someone who can sell life assurance policies, funeral expense policy, Over 50s plan, family funeral plan, investment bond, ISA and JISA. They not deal in pensions or tax mitigation. May suit an Advisor from a Bancassurance background, IFA from multi tied or a FA without a client bank....
9 jobs matching this search were posted in the last week
Our client is a leading IFA firm located near Blackburn in Lancashire. A fantastic opportunity has arisen for a recent graduate to join their rapidly expanding team as a Trainee Paraplanner. This opportunity will enable you to be fully compensated and provided with study support sponsored through the Diploma and Advanced Diploma in Financial Planning qualifications. Main Duties of the Role: <l...
FS Sales Support Location: Preston Salary: £16,000 - £20,000 This excellent opportunity has arisen for an experienced Financial Services Administrator to join a reputable IFA practice. My client are providing financial planning advice to both individual and corporate clients and are based at the heart of Preston. Experience of working within an IFA practice is vital. Relevant industry qualifications are desi...
Our client, who are market leaders in Retirement Solutions, are looking for an Annuity Broker to join their desk based team at their head office in Preston. Our client provides independent and impartial advice relating to annuities to clients. The main responsibilities of the role are: Outbound sales calls to enquiries regarding the Annuity Service from numerous lead sources Answer and resp...
Paraplanner - Preston, Lancashire - £16k-£22k . Paraplanner vacancy has arisen within a reputable IFA Practice based in Preston, Lancashire. Your role will be to provide Technical support to 3 Advisors within the practice. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insura...
Paraplanner - Preston Up to £23k Opening for a Paraplanner to join an IFA practice. The individual will be expected to undertake responsibility for carrying out research and producing reports on behalf of the IFAs The individual must have at least 2 years Paraplanning experience, coupled with a strong background in financial services. A strong knowledge of pensions AND investments is needed. For further ...
My client is a large high street bank based in Rawtenstall, Lancashire , focused on delivering excellent customer service, we are looking for a Mortgage and Protection Adviser. Within the role you will sell mortgages and insurances face to face and over the phone. You will have access to an existing client base but you will also need to go out and win new business. To be considered for this vacancy you MUST have a CeMap Qualifi...
Office Manager (Pensions Department) Benefits: Generous holiday entitlement, free onsite car parking and on-going training and development. Onsite football pitch, squash court, gym, table tennis and canteen. Purpose of Role: We Review Ltd part of the People 2 People Group are recruiting for an Office Manager to oversee a team of processing and customer service staff within our pensions department....
What Partnership have introduced a structured regional business opportunity within the FS market, and are looking to recruit ambitious individuals with the desire to build a business, create capital value and generate high levels of income in the post RDR world. This isa unique opportunity for experienced Financial Services professionals. The Retail Distribution Review (RDR) may result in a number Advisers ...
Paraplanner - Preston - Paying up to £25,000 An excellent opportunity exists as a Paraplanner within a busy IFA Practice based in Preston. The ideal candidate must be diploma qualified or working towards the qualification and will be working in a similar role currently, or will be a very experienced financial services administrator looking to make the next step in their career. Dealing primarily with Investments &am...
Paraplanner Assistant - £20,000 - £24,000 - Lancashire Lancashire based Chartered IFA Practice near Preston, Lancashire require a Paraplanning Assistant to join their successful team. Your role will be to work alongside the Technical Paraplanners to administer their business tasks, Report writing, reason why letters, researching and recommendation letters and liaise with clients and companies with updates. You must ha...
Customer Service/Telephone Negotiator - Salford Salary £14,857 - 22,285 + commission Prime Time Recruitment are currently recruiting on behalf of our client, a large and successful financial services company based in Salford. We are looking for confident and compassionate negotiators looking for a stable career with progression opportunities. The Role We are looking for individuals who are enthusia...
Our client is a company that specialise in Financial Services for Professionals only This would be either Doctors Dentists Lawyers or Teachers The client is looking for a successful Level 4 Diploma qualified adviser to work from home and manage a portfolio You would visit clients at their offices or home and offer Financial Planning with your bespoke product range Salary circa £40000 plus car benefits and bon...
