Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank with significant funds under management. The candidate should be an experienced IFA used to dealing with a range of personal / HNW clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diploma Qualified, strong ...
This client is part of a global business with an annual turnover of more than $12 billion, one of the biggest employers in the area, and they're growing fast. That's in no small part due to the efforts of their claims recovery team. You'll be responsible for the recovery of rental charges resulting from non-fault road traffic accidents, spending much of your time on the phone with insurers and ultimately having responsibility for reco...
£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 ...
-
Date: 5 days ago
-
Farnham, Surrey
-
£18,000 - £23,000 per annum
-
2 applications
Urgently seeking an experienced Financial Planning Administrator with previous experience within a similar role, experience of using First Software and ideally FPC 1 & 2 qualified. Duties for the Financial Planning Administrator include; Processing all work arising from independent advice given to clients of the firm Maintenance and development of the administrative and compliance systems Manage client...
-
Date: 5 days ago
-
Farnham, Surrey
-
£18,000 - £23,000 per annum
-
2 applications
Description Assume responsibility for processing all work arising from independent advice given to clients of the firm. Maintenance and development of the administrative and compliance systems, client's files and associated client account ledgers. To assist the Head of Financial Planning with the development of the Department’s research, compliance and administration structures and any other delegated ...
Our client: A financial services company based in Alton and growing in rapid fashion are looking to recruit for the following: Brief Job description Functioning as an independent and objective body that reviews and evaluates compliance issues/concerns within the organisation by auditing policies and sales calls. The position ensures the Directors, management and employees are in complian...
-
Date: 4 days ago
-
Farnham, Surrey
-
£18,000 - £24,000 per annum
-
2 applications
Our client, a small professional IFA practice affiliated with a larger professional organisation is looking for an experienced IFA Support Administrator to join the team. Duties include:- Processing new business Maintenance and development of the administrative and compliance systems and client files Involved in research, compliance and administration Preparing in depth diaries client review pack...
Job Description: A well established finance broker in Alton are currently seeking life insurance advisors for their very successful, expanding team. - No Cold Calling - All Leads are really hot as you will contacting customers within minutes of their enquiry - Building a rapport with the customers and taking full details regarding their financial situation - Assessing wheth...
New vacancy One of the countrys leading National IFA's is expanding their work force and are offering what every Financial Adviser wants ALL LEADS/Appointments made Top commission splits and uplifted commissions for self generation Up to 8-10 appointments in the diary per week This is a self employed option but as warm as any option available and with this combination of appointments and top commi...
-
Date: 30 April
-
Farnham, Surrey
-
£50,000 - £90,000 per annum, OTE
-
2 applications
Our client, a well established IFA practice is looking for an additional Advisers to cover Surrey and parts of Hampshire to take over a client bank for a retiring IFA.. Your role will be to service existing clients ensuring that you have face to face meetings on a quarterly basis. Advice is predominantly related to pre and post retirement. This is most likely to be an employed role, however self employed Advisers will be conside...
Mortgage Advisor – Whole of Market - OTE £70k Locations: Hampshire OTE: £60k - £70k This large yet independently owned, successful Brokerage is looking for Mortgage Advisers to join one of their 22 estate agency branches. As they have been established for over 20 year...
A leading finance broker in Alton is looking to add to their team and take on an experienced debt management advisor to ensure they have the complete solution to all their clients needs. You will provide empathy, support and guidance to each client, use company systems to record each callers details, explain benefits and practicalities of the solutions most appropriate to that client. IVA /Debt management experience&n...
MKN Recruitment are pleased to be working with a well established, thriving life insurance brokerage that is looking to expand their retentions team. Working as part of the Retention & Sales Team, the role will involve proactive and reactive customer contact with the aim of retaining and increasing the General Insurance business Key Skills/Experience: - 2 years sales experience - Experience of working in a tel...
A well established finance broker in Alton are currently seeking secured loans advisors for their very successful, expanding loans team. - No Cold Calling - All Leads are really hot as you will contacting customers within minutes of their enquiry - Building a rapport with the customers and taking full details regarding their financial situation - Assessing whether or not they qualify for a secured loan - Co...
Wealth Division - Global Banking Group £40k - £80k + Car + Package + Bonuses - £70k - £80k OTE Verridian have been retained by one of the largest banking groups in the world who have built an impressive wealth division in the UK. You will be a successful financial advisor with CAS looking to join a global brand that can develop customer relationships, prov...
£25k - £30k basic salary OTE £45k If money motivates you and you are competitive, enjoy a challenge and want to be "the best" then we want to talk to you. We are looking for strong minded, positive telemarketing people who have a demonstrable record of success to join our client in Hampshire. "Glass h...
Wealth Division - Global Banking Group £40k - £80k + Car + Package + Bonuses - £70k - £80k OTE Verridian have been retained by one of the largest banking groups in the world who have built an impressive wealth division in the UK. You will be a successful financial advisor with CAS looking to join a global brand that can develop customer relationships, prov...
We are looking to recruit Trainee or Experienced Mortgage Consultants who are enthusiastic, self motivated individuals to excel within a dynamic sales environment, working within the UK’s largest and most successful estate agency and financial services organisation. We offer first class training and support, an excellent range of basic salaries up to £35k plus commission and a company car. You need to have a full driving licence,...
We are looking to recruit Trainee or Experienced Mortgage Consultants who are enthusiastic, self motivated individuals to excel within a dynamic sales environment, working within the UK’s largest and most successful estate agency and financial services organisation. We offer first class training and support, an excellent range of basic salaries up to £35k plus commission and a company car. You need to have a full driving licence,...
Head of Financial Planning requires a pro-active experienced finance administrator ideally with FPC 1 and/or FPC 2 qualifications or equivalent to support him in all aspects of financial administration associated to pensions and investments. The HFP is often out of the office therefore the individual must be organised, self-motivated and able to work in a stand alone function. Typical duties will include: diar...
The role will be to act as an independent and objective body that reviews and evaluates compliance issues/concerns within the organization by auditing policies and sales calls. The position ensures the Directors, management and employees are in compliance with the rules and regulations of regulatory agencies, that company policies and procedures are being followed, and that behaviour in the organization meets the company’s Standards ...
The role will be to act as an independent and objective body that reviews and evaluates compliance issues/concerns within the organization by auditing policies and sales calls. The position ensures the Directors, management and employees are in compliance with the rules and regulations of regulatory agencies, that company policies and procedures are being followed, and that behaviour in the organization meets the company’s Standards ...
