Our client, a well known Insurance Broker with an expanding Financial Services Company, is currently looking for an individual to join their Financial Administration team. The business has an excellent reputation for providing quality service to clients and has excellent relationships with insurers, product providers and professional practices. The successful candidate will work in an established team dealing with Clients, Prov...
Mortgage Advisor – Employed - Cambridge Location: Cambridge Salary: £20k Realistic OTE: Up to £100k A well established, whole of market Mortgage Brokerage are now seeking a Mortgage Advisor to join their organically growing team. The Role: Whole of Market and Directly Authorised Brokera...
£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 ...
The role will be divided into two parts for the successful semi-senior. Based in the Cambridgeshire office you will spend half of your time working to prepare limited company, sole trader and partnership accounts using Iris and Sage. The remainder of the job is involved with preparing accounts on Iris for flat management companies. As a semi-senior you should be able to demonstrate the following: - Strong experience in accounts ...
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...
As the Insolvency Manager you will be :Managing and mentoring a team of insolvency administrators with varied and mixed levels of experience.Managing a portfolio of cases.Giving on-the-job training and instruction.Giving and contributing to training at internal training meetings.Supervising and monitoring best-practice, statutory and professional compliance.Forecasting, budgeting and billing on case set up and throughout the case.Reporting to t...
Nucleus is a wrap provider founded in 2006 by a number of high quality IFAs who shared a commitment to creating a market where advisors have the infrastructure and desire to place the client centre stage. It is now a thriving community of over 100 IFA businesses who through ownership and control of the business process seek to create a better customer experience. This is a cutting edge business in a fast paced industry and regulatory enviro...
A respected Wealth manager with a considerable Private Client Fund is keen to appoint an experienced settlements assistant to join a busy team to work along side the Investment Managers, providing comprehensive support and assistance wherever it is needed, in the management of client portfolios You will get involved with the settlement of investment portfolios and will need to understand the systems and processes, both internal ...
We are pleased to be working with this well established Cambridgeshire based IFA / Employee Benefit practice which, due to expansion, currently requires an Employee Benefits Consultant to provide an expert consultancy and employee benefit counselling service to a range of existing corporate clients. The candidate should be an experienced Corporate IFA / Employee Benefits Advisor used to dealing with a range of business includi...
One of the leading financial advisory practices in East Anglia currently have an excellent opportunity for a Trainee IFA to join their Cambridge based team. In a fully fee based environment, you will provide support and assist with providing on-going review services for existing clients. Also, to offer advice to potential new clients and build relationships with fee earners in the firm to generate referrals for the financial planning depart...
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
IFA - Financial Planner- HNW Private Clients Location - Cambridge Salary - £50,000 - £60,000 + Bonus + Benefits Package Our client this highly regarded and leading Wealth Management practise with strong links in the professional sector and office dotted across the UK are currently seeking to recruit an established and successful diploma IFA for their&n...
Due to increasing business levels driven by referrals and market press, our client a well established Advisory practice based near Cambridge is currently recruiting for an experienced Financial Adviser to join their team. You will be advising the company’s affluent client base on all matters of financial planning including, Pensions, Investments and protection etc., therefore any applicant will have an in depth knowledge of all products and...
One of my clients has been market leading with the Aquisition of smaller IFA's and has been in the fortunate position of buying a number of small successful businesses, they are now one of the largest IFA's in europe My client is looking for experienced and successful Financial Advisers to join their teams and service the client bases. In addition you will be required to generate further clients and business from referrals and profess...
Financial Adviser Permanent, Full Time Salary: Negotiable + a range of Company Benefits +Bonus Are you a qualified Financial Adviser (IFA or Banking) with an excellent track record of Sales? If you are looking for an opportunity to progress your career and join a successful, highly respected national IFA firm, then we at LEBC Group want to hear from you.</str...
Our client, a leading National IFA seeks to strengthen their market position by attracting high calibre advisors to their firm. Your role will be to develop and expand your client portfolio, providing holistic and truly independent advice to HNW individuals. You will have access to market leading IT and Technical Research which will enable you to access and recommend the best products for your clients. Based in modern, spacious offic...
Our client is seeking an experienced Employee Benefits Consultant to deliver a high quality financial planning service to small and medium-sized business enterprises through the provision of advice, benefits packages and bespoke solutions for their employees. As an Employee Benefits Consultant, you will:- Drive the generation of new business income from a portfolio of client SME’s by listening to their financial planning needs ...
Wealth Division - Global Banking Group £40k - £50k + Car + Package + Bonuses (OTE £70k-£80k) 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, provid...
The successful accounts senior at this Cambridgeshire based office will handle a portfolio of SME clients, undertaking varied work. This will primarily be accounts preparation and tax for corporate clients. If you have skills in personal tax, audit, company secretarial and Sage, this will also be put to use. You will be expected to produce accurate work on budget and to meet with your clients. This opportunity might suit someone looking for par...
As an audit senior at the Hertfordshire based head officeyou will be expected to lead larger audits on site. As a result you should plan and evaluate the audit risk, tailor the audit programme to the client`s need and complete files, showing full knowledge of relevant audit standards. You will coordinate your workload with the supervisor or manager and provide effective on the job training to other team members. You will make suggestions for im...
As a semi senior at this Hertfordshire based accountancy practice you will be required to answer accounting queries with the client and to demonstrate a good standard of tax knowledge, completing tax computations accurately. You will lead audits of a moderate size and assist on larger audit assignments. You should be able to come up with tailor made audit programmes and carry them out thoroughly. You will work with a trainee on some audit assig...
Confident communicator and team player with solid Excel skills needed TITLE: Sales Support Analyst PACKAGE: £20-21K Basic, £4-6K Bonus, excellent package LOCATION: Based from an office near Waterbeach in Cambridgeshire, parking available. (Ideal locations would be commutable to the office e.g. Cambridge, Waterbeach, Newmarket, Soham, Haddenham, Milton, Oakham, Impington, Fulbourn, ...
Full Time Trainee Financial Adviser Responsible to: Director of Financial Planning Office:Cambridge, and some travel to other offices Department:Planning Main Objective: To provide support and assist with providing on-going review services for existing clients. To offer advice to potential new clients and build relationships with Fee Earners in the Firm to generate referrals for the Financ...
Independent Financial Adviser/ IFA A successful IFA/financial planning advisory firm who provide holistic advice to clients purely on a fee basis are looking to speak with IFAs/ financial planners/ wealth advisers, that are in line with diploma qualifications, a minimum of level 4 qualified with hands on practical experience of managing clients and developing new/ referral business. As an experienced IFA you will c...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (OTE £70-£80K) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand a...
