A new role has arisen within the Financial Planing arm of one of the regions leading Accountancy Practices. They are looking for a Paraplanner, with experience of working within a whole of market environment, due to a employee’s relocation. This company offers a friendly working environment, and have a long established book of HNW clients. This IFA Practice deals with pensions, investments and protection products. Your duties will inc...
Here at the Royal Bank of Scotland Invoice Finance (RBS IF) business, we utilise clients' debtor books to turn outstanding invoices into usable capital, advancing up to 90% of the value of invoices within 24 hours, normally on the day that they are raised. Primarily we offer three types of invoice finance: asset based lending, invoice discounting and factoring. Our vision is that by 2015, we’ll have significantly increased our ad...
Organisation Description My client a leading IFA specialising in Investments and Pensions is actively looking to recruit a Paraplanner to join their successful team based in Cambridge. The successful applicant will be able to demonstrate a strong background within Paraplanning for a prestigious IFA practice currently and be able to hit the ground running very quickly. Prepareing client letters and reports on behalf ...
Organisation Description My client a leading IFA specialising in Investments and Pensions is actively looking to recruit a Paraplanner to join their successful team based in Cambridge. The successful applicant will be able to demonstrate a strong background within Paraplanning for a prestigious IFA practice currently and be able to hit the ground running very quickly. Prepareing client letters and reports on behalf ...
Our client is a leading Wealth Management IFA with offices across the UK. Due to continued growth they are currently recruiting for a Manager to head up their financial planning unit in Cambridge. Candidates will be entrepreneurial in their approach and be able to provide leadership and direct revenue growth via the Recruitment of competent and successful IFA's whilst managing the high producing team already in place. This role is wel...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Cambridge. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients ...
If you are seeking a rewarding IFA role within an established and ambitious organisation where you will have access to clients, technical support and professional development so that you can maximise your income and potential in Financial Services, this is an opportunity to achieve your aims Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position ...
The Role Day-to-day management and people development of "virtual sub-team" Be a key leader and knowledge holder within the Business Solutions Team to ensure the team deliver fit for purpose customer-centric business solutions (processes; requirements; user stories; functionality; backlog) on time and to the required quality Provide cross-project oversight and work with Business Solutions L...
A National IFA is currently looking to expand their Wealth Management operation by recruiting an Administrator/Senior Administrator to support a team of Paraplanners and Advisers in Cambridge. You will be working within a small team of highly skilled administrators who provide first class support on a daily basis. Applicants will be professional, personable, ambitious and hungry to progress. Previous experience within an IFA is...
A market leading Accountancy Practice based throughout the East Anglia region currently has a requirement for a Financial Services Administrator to join their Employee Benefits team. The purpose of the role will be to deal with the administration queries relating to Group Protection & Group Pension Schemes and to ensure that new business is packaged up accurately and distributed correctly. You will have previously worked within the...
This leading Wealth Management practice is looking to recruit a positive and proactive Paraplanner to provide dedicated support to their employee benefits and commercial financial planning division. Your role will focus on providing in depth research, analysis and report writing in order to provide innovative holistic solutions to commercial clients. You will be involved with clients from the outset of the process and have regular...
The Role Senior Project Managers support Project Sponsors in delivering new, highly complex packages of work into the business. The prime responsibility of the Senior Project Manager is to provide end-to-end ownership of the project plan / deliverables for highly complex projects and to ensure that it produces a result capable of meeting the requirements. Manage overall progress and timely on-budget ...
My client is a leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing a first class advice service to HNW private individuals. Their success and growth has led to a rare opportunity within their IFA support team. They seek an experienced and industry qualified IFA administrator to work closely with the IFA’s and provide a high level of administrative and client ...
7 jobs matching this search were posted in the last week
Our client, a leading Private Bank, is currently undergoing a project to augment its UK mortgage advice offering. They are looking to appoint a number of senior level Mortgage Consultants to work alongside the Private Bankers and Wealth Planners in a number of their key UK offices. Developing business from these internal sources, whilst also networking externally, the successful candidates will offer mortgage advice to very HNW individuals (all...
As Audit Senior in the Cambridge office, you will be allocated your own portfolio of clients and will be responsible for planning audits, managing budgets and supervising junior staff to ensure work is completed in line with plan. You will liaise with clients to ensure high levels of service are delivered and will be required to deal with technical queries upon request. Reporting to the branch partner you will have a great deal of autonomy in t...
This is an exciting opportunity to join a growing Cambridge based FMCG business as a commercial analyst. Working in this highly visible role you will be responsible for providing first class management information to commercial teams within the organisation. Reporting to the financial controller the commercial analyst will be responsible for: - Provision of MI - KPI analysis - Pricing analysis - Margin analysis - Assist...
Our client an award winning Chartered IFA Practice is looking for an experienced Client Services administrator to join their expanding team. This is an excellent opportunity to join a leading company who are going through a period of growth. The purpose of this role is to provide administrative support to IFAs including preparation for client meetings, creating investment summaries, maintaining client records and processing new business app...
Our client an award winning Chartered IFA Practice is looking for an experienced Client Services administrator to join their expanding team. This is an excellent opportunity to join a leading company who are going through a period of growth. The purpose of this role is to provide administrative support to IFAs including preparation for client meetings, creating investment summaries, maintaining client records and processing new business app...
HNW Mortgage Broker – Cambridge £25 - £35k basic + Benefits + Uncapped Commission Our client is one of the UK's leading Mortgage Brokers, helping finance private or commercial property transactions, specialising in large mortgages for main or second homes, investment property, buy-to-let mortgages and commercial property finance. Key Points: HNW lead source Elite offices <br...
Organisation Description My Client are a well known leading IFA Firm based in Cambridge who are looking to add to their business and are seeking a Junior IFA/ Sales Support Administrator to join their team. Job Description To provide business and administrative support to the Financial Planners in the Cambridge office. • To maintain client files ensuring that all comp...
Organisation Description My Client are a well known leading IFA Firm based in Cambridge who are looking to add to their business and are seeking an IFA/ Sales Support Administrator to join their team. Job Description To provide business and administrative support to the Financial Planners in the Cambridge office. • To maintain client files ensuring that all compliance ...
Mortgage Adviser Be part of our story Every company has a story. A story of where they have been so far and a story in the making. We’ve faced many challenges in our history. But we have a clear goal and we’re making great progress towards it. We’re working together to become one of the world’s most admired, valuable and stable banks. To do that we need good people. People who are passionate about deliveri...
Organisation Description My Client are an IFA firm in Cambridge who are looking to add to their business and are seeking an IFA Administrator to join their firm. Job Description To provide a range of administrative financial services support to our advisory team; making effective use of systems, entering investment details and fund prices which are used to analyse, interpret, pre...
Position: IFA Administrator Location: Cambridge Salary: £18,000 -22,000 negotiable depending on experience We are now recruiting for an established IFA practice . Who are now looking for experienced Financial Services Administrators to join their growing team. An exciting opportunity for the right candidate to progress technically and further their career within a Financial Services company. Responsibilities ...
If you are seeking a rewarding IFA role within an established and ambitious organisation where you will have access to clients, technical support and professional development so that you can maximise your income and potential in Financial Services, this is an opportunity to achieve your aims Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position ...
