My client has been providing tailored financial products for over 130 years. They have stayed at the top of their profession by providing innovative products and investing in their people. We are now recruiting for a Head of Actuarial & Product Development to add to this successful team. Reporting to the Finance Director, the role of Head of Actuarial & Product Development will be based within and lead the Actua...
You will be tasked with answering calls in relation to mortgage applications therefore an excellent telephone manner and customer service skills are essential. You must be confident speaking to customer over the telephone and be able to work towards targets This is a full time ongoing temporary role paying £7.50 per hour and working 22.5 hours, the hours of work are 10.00am - 2.30pm Monday to Friday Ca...
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Date: 10 May
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Ferndown, Dorset
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£18,000 - £20,000 per annum, pro-rata
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25 applications
A Financial Services firm in Ferndown is seeking a new team member for a back office role, supporting the IFA's in preparing presentation material for clients. The role is part time, 20 hours per week (ideally including a Tuesday and Thursday). Duties will include: - Downloading investment performance information from the relevant provider websites - Compiling presentations for client's using Microsoft Word a...
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Date: 10 May
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Ferndown, Dorset
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£18,000 - £20,000 per annum, pro-rata
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10 applications
A Financial Services firm based in the Ferndown area is seeking a part time Mortgage Administrator to join their team on a part time basis, of 20 hours per week (ideally to include a Tuesday and Thursday) You should have experience in Mortgage administration, ideally from within an IFA or a Mortgage Brokers environment. Duties will include: Liaising and building rapport with clients Sourcing mortgages...
JJCOMPMAN Compliance Manager Bournemouth £35,000 to £50,000 Health On-Line, partnered with the experienced and successful private medical insurer AXA PPP, is looking to appoint a new Compliance Manager. This is a brand new role within the company and will be central to maintaining a robust compliance culture. The role is part of the Management Team and comes with a high degree of responsibility offering p...
A Financial Services firm in the Wimborne area is seeking a strong Compliance Administrator/ Technical Assistant to support their Managing Director. Along with general administration duties for the team, you will work with the Managing Director to support him in his work. Key duties will include: Liaising with clients in respect of their financial requirements Processing applications Diary Manag...
Compliance Consultant My Client a professional IFA company who provide independent financial advice, wealth management and retirement planning advice throughout Dorset and Hampshire, are seeking to appoint a Compliance Consultant to join their growing and highly professional team. Reporting to the Compliance Director candidates will be responsible for ensuring that the firm is fully compliant in all areas ...
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Date: 10 May
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Poole, Dorset
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£18,000 - £25,000 per annum
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12 applications
Financial Services Administrator Location - Poole Salary - £18,000 - £25,000 DOE Our client a leading financial services organisation based in Poole is looking for an experienced Financial Services Administrator to provide effective and efficient administration support to financial advisor and assist within the busy back office team to help ensure...
Our Client is seeking a Sundry Income Officer to join their staff. This is a 3-6 month contract role based in Bournemouth and is paying £8.50per hour. About the Role Invoicing and collection of income arising from the use of Bournemouth Borough Council’s services About You A high degree of good general education including maths and English Experience of dealing with customers is e...
Position: Financial Advisor Location: Bournemouth Salary: £30,000 - £40000 + bonuses This successful IFA practice in Bournemouth are seeking new advisors to join as they continue their gradual expansion. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job description Based at th...
GREAT OPPORTUNITY, GREAT BRAND, GREAT REWARDS Would you like to be part of an organisation with a strong brand, market leading proposition and extensive growth plans? It can be a difficult decision to become self employed, how would you feel if you were in charge of your own destiny with the support of an experienced team surrounding you and providing you with industry, administrative and marketing day to day support. Ou...
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Date: 27 April
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Poole, Dorset
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£20,000 - £30,000 per annum
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2 applications
The primary responsibility of this Poole based Audit Senior role will be to deliver high standards of professional services delivery, through the supervision and organisation of staff and performing audit services to all clients across a range of industry sectors, with a typical turnover in the region of£5m - £50m. More specifically, this will involve: - Full responsibility for all aspects of planning including budget...
The primary role of this Audit Senior is to provide audit services to a wide ranging portfolio of clients, including owner managed businesses. They will run audits across their portfolioand take full ownership of the client relationship. - The ideal candidate for this Audit Senior role will be a fully qualified accountant, or qualified by experience. - Crucially, they will have a proven track record of operating in a similar...
4 jobs matching this search were posted in the last week
JJCOMPM Compliance Manager Bournemouth Up to £40,000 A successful financial services organisation who is part of a highly reputable brand has a new opportunity for a Compliance Manager. This is a brand new role within the company and will be central to maintaining a robust compliance culture. The role is part of the Management Team and comes with a high degree of responsibility offering progression and the chance ...
Fantastic opening within probably the leading IFA firm in the South West where you will most certainly gain the recognition you deserve - and see for yourself why the only roles are new roles. Why work for one of the rest when you can work for one of the best As a paraplanner your key role and responsibilities will be; • Working closely with a team of IFAs throughout the advice process to provide outstanding le...
A role has become available for an Actuarial Analyst within a large company based in Bournemouth, Dorset. Up to £25,000 per annum The successful Actuarial Analyst will be responsible for performing statistical and actuarial analysis in order to report and monitor the profitability of the products. You will assist in the development a reporting and monitoring framework. You will also perform analysis underlying actua...
Are you working in the financial services sector and looking for a new challenge or change of direction in your career? Fox & Sons are part of one of the UK’s leading Estate Agency groups being part of the Connells Group inc. Sequence with over 480 High Street Branches and trade under several well known High Street brands, we are looking to recruit a Trainee Mortgage Services Consultant for our Bournemouth branch...
Are you working in the financial services sector and looking for a new challenge or change of direction in your career? Look no further, we have a solution for you Fox & Sons are part of one of the UK’s leading Estate Agency groups being part of the Connells Group inc. Sequence with over 480 High Street Branches and trade under several well known High Street brands, we are lookin...
Our client is one of the leading IFA practices on the South Coast and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous....
Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to work with 2 high quality professional introducers. The candidate should be an experienced IFA used to dealing with a range of personal / HNW clients. We seek a candidate who is Level 4 / Diploma Qualified, has strong technical knowledge to include a range of investment and pension business is esse...
Background Bluefin Insurance Services Limited Location: Bournemouth Salary: Up to £20,000 per annum This vacancy is with Bluefin Insurance Services Limited who are part of the AXA Group Main Purpose of the Role: To provide customer service to each of the Commercial clients for which the Account Handler...
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Date: 26 April
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Poole, Dorset
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£30,000 - £50,000 per annum
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0 applications
This is a rare and exciting chance to work your own hours and earn an impressive wage as a mortgage advisor. Top earners make £50,000 + per annum with this company and you can start immediately. This role is for a leading independent financial advice company based in Dorset. As a self-employed mortgage advisor you will get to work your own hours and be your own boss, whilst benefiting from an established framework and ...
Financial / Sales Consultant (South Coast) Reference - LG06857 We are currently seeking a Financial Consultant to achieve all business objectives and key result areas by building and maintaining professional working relationships with our lead providers and to deliver the most appropriate advice and service to our customers Key Responsibilities 1. To ensure t...
Our client is looking for an experience Underwriter to ensure the companies underwriting complies with the lending policy and FSA rules, as well as ensuring new applications are processed and offers are made within the Society’s service standards; Key accountabilities for the role are: Underwriting all residential and commercial mortgage applications regardless of amount (If above mandate prepare for Credit Committee approval i...
Are you looking to enter the IFA arena, looking fora change or just fed up with working for a Network? If you, like many other Financial and IndependentFinancial Advisers, are finding it increasingly difficult to keep up withregulatory changes and requirements it might be time you talked to us. Not everyone has the same plans or ideas for their business / career, but most people would like someone they can trus...
