Independent Mortgage & Protection Adviser - Tonypandy / Pontypridd Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Tonypandy / Pontypridd area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
Realisitc OTE of £60,000 Self employed with full back up and support Proven Quality Appointments As part of a multinational company employing more than 900 people in the UK our client a nationally based mortgage brokerage has both the resources and backing to provide exceptional support to its field force of mortgage brokers. With a strong...
Experienced Financial Planner required to join established Company based in the centre of Cardiff. Role is to identify and provide financial planning advice to clients who meet the company's strategy and investment propositions. Maintain long term relationships with clients in order to achieve their goals and aspirations, achieve agreed business plan and generate recurring revenue for the company. Will be responsible for ...
£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 ...
Job Description I am currently recruiting a Pricing Analyst on a 12 month contract with an established Finance company. The aim of this role is to drive profits through pricing decisions in line with policies as agreed by managements. Accuracy and control needs to be ensured in all pricing requirements. Duties Include: • Managing pricing requests ensuring they are processed accurately, wi...
The company Aleading financial solutions and insurance company who provide personal wealth management services to private clients are looking for Financial Planners to work in their fee based wealth management planning environment. The role The successful candidate will look after an existing bank of HNW clients providing holistic financial planning. You will be required to develop exceptio...
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Date: 5 days ago
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Newport, Gwent
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£40,000 - £50,000 per annum
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1 application
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE 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...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE 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...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses(OTE £70K-£80K) Our client is a highly respected wealth manager and FTSE 250 company 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 ...
Organisation Description My client is one of the fastest-growing IFA firms in the South. They offer a wealth of knowledge across the financial spectrum. They have associate companies that includes Investment Portfolio Construction and Monitoring, Inheritance Tax Planning and Corporate Financial Planning which is a huge advantage to the current IFAs. They are looking for an existing IFA to come on board with so...
IFAs-Self Employed-South Wales Clients, leads, excellent support and earning potential This well established, reputable and profitable firm are looking to recruit a self employed IFA to work closely with a joint venture, with clients provided as well as regular leads. The firm offers tailored financial advice from the whole of market with a personable approach and building long term relationships at the heart of the business. ...
Independent Financial Adviser Cardiff To £40,000 + Excellent Bonus Structure + Benefits My client, a highly reputable, established Chartered Accountancy Practice, require a diploma qualified, driven Independent financial Adviser to utilise provided quality leads to their full potential. Working with over 8 Accountancy business writers, an existing base of 2,000 active clients, on going referrals fro...
The Company Our Client is a major financial services Brand, providing financial services solutions to higher net worth customers. They have a need for a Senior Financial Adviser, to service an established portfolio of clients. Duties and accountabilities This role will involve maintaining regular contact with the Company’s existing customer base, promoting the Company's impressive suite of Protection...
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Date: 6 days ago
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Newport, Gwent
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£15,500 - £17,500 per annum
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8 applications
One of South Wales’ leading providers of financial services is looking for experienced complaints advisors with a background in mortgages to join their team in their Newport offices. This is an interesting role which will see you providing high levels of customer service to existing customers and pursuing their complaint to a satisfactory conclusion. You should have a good working knowledge of the FSA regulations and be able to keep ...
Organisation Description My client is a firm of Chartered Independent Financial Advisers who have an exceptionally high ethical approach to client relationships and are committed to continuous professional development. Many of the clients are referred to them through their relationships with accountancy practices and solicitors. They have launched a new side to the business focused o...
Organisation Description My client is a firm of Chartered Independent Financial Advisers who have an exceptionally high ethical approach to client relationships and are committed to continuous professional development. Many of the clients are referred to them through their relationships with accountancy practices and solicitors. They have launched a new side to the business focused o...
Due to the continued success of our client, they now have a requirement for a Head of Enterprise Risk Management to join their team based in Cardiff. As Head of Enterprise Risk Management you will deliver and manage the enterprise risk management framework and provided an effective operational risk management function, responsible for the independent quality assurance related to the effectiveness of the identification, monitoring and...
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Date: 3 days ago
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Cardiff, Mid Glamorgan
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£18,000 - £20,000 per annum, negotiable, pro-rata, inc benefits, OTE
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3 applications
Mortgage Adviser – Llandaff Are you struggling with your mortgage business? Wish to be part of a vibrant team? Our client operates as one of the largest independently owned Mortgage Services Company’s throughout the UK and due to their business model are able to provide their consultants with not only a whole of market proposition but also a genuine sale and purchase lead source. Key Points: Flexi...
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Date: 3 days ago
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Cardiff, Mid Glamorgan
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£18,000 - £20,000 per annum, negotiable, pro-rata, inc benefits, OTE
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2 applications
Mortgage Adviser – Llandaff Are you struggling with your mortgage business? Wish to be part of a vibrant team? Our client operates as one of the largest independently owned Mortgage Services Company’s throughout the UK and due to their business model are able to provide their consultants with not only a whole of market proposition but also a genuine sale and purchase lead source. Key Points: Flexi...
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 ...
Organisation Description Employed IFA with Clients provided This opportunity would be suited to experienced planners who are used to working on a fee based model and who ideally are fully RDR ready with full regulated Diploma or who has almost completed Gapfill Job Description To identify and provide financial planning advice to existing clients that ...
Organisation Description Employed IFA with Clients provided This opportunity would be suited to experienced planners who are used to working on a fee based model and who ideally are fully RDR ready with full regulated Diploma or who has almost completed Gapfill Job Description To identify and provide financial planning advice to existing clients that ...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE 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...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE 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...
