Paraplanner Our leading client are currently looking to recruit an experienced Paraplanner for the Financial Services Department Key Responsibilities: Produce client valuations, evaluating fund performance information, written and verbal liaison with clients, independent product and technical research. The ability to work independently, be enthusiastic a...
Paraplanner basic £25,000 per annum An opportunity has now opened for an experienced Paraplanner The role is with a national brand with a local presence, giving a truly personal service to clients ranging from major corporations, professionals firms and charities through to families and private individuals. They are looking for someone who is diploma qualified Your duties will in...
This is an excellent opportunity to join a market leader within the Utilities industry, who are currently looking to recruit a proactive, experienced Pensions Administrator to join their busy 'in house' team on a 12 month contract basis. Working on a high profile Defined Benefits scheme, this role is responsible for completing all aspects of administration; including compiling retirement quotes, resolving queries for scheme members, ...
Exciting opportunity to become a key member of the Finance team. As the Financial Reporting Accountant in Cardiff you will be responsible for: - Ensuring the month end close runs smoothly within timelines, producing accurate and robust results, ensuring they are transparent. - Perform quality assurance activity to ensure the integrity of the financial data remains with the highest standards and that adequate fin...
Organisation Description My client is one of the UK's leading Employee Benefits providers providing a range of solutions to companies on their pension and benefit requirements. They have experience across a wide range of services incl pensions and actuarial consulting to investment consulting and SIPPS and SSASs Job Description They have a position for a S...
Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description Employed IFA in Cardiff My client are a prominent and successful IFA practice within South Wales who are looking to introduce a further experienced Financial planner into the business. With a great reputation and an RDR ready proposition they offer the right advisor an excellent opportunity and negotiable proposition Job Descri...
Our client is a well established Financial Services business with six offices across the UK. They currently require an experienced IFA to join the organisation to both advise clients and oversee the sales team. The ideal candidate will be in a hybrid role at present providing financial advice to private clients as well as managing a small team. The client will also look at IFA's who have previous management experience. Due to n...
Organisation Description My Client provides professional trustee and administration services in relation to Self Invested Personal Pension (SIPP) and Small Self Administered Scheme (SSAS) products. We are looking for someone with good Financial Services experience ideally pensions and an experienced team leader as the successful candidate will manager a team of up to 10 pension technicians. <stro...
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Date: Yesterday
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Newport, Gwent
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£40,000 - £50,000 per annum
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1 application
Employed IFA £40k - £50k + Package + Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team. The role will be office based and they provide fee-based, independent financial advice and investment management services to private and corporate clients. To be considered for this role you will ...
Employed IFA £40k - £50k + Package + Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team. The role will be office based and they provide fee-based, independent financial advice and investment management services to private and corporate clients. To be considered for this role you will ...
Organisation Description My Client has an excellent opportunity for an Employed IFA with leads provided . They provide a holistic financial planning service for both personal or corporate clients incorporating the use of protection products, investment products, pension planning and tax planning. Job Description Excellent Emplo...
17 jobs matching this search were posted in the last week
SSAS Pensions Team Leader - £30,000 A fantastic opportunity for an experienced Pensions Administration Team Leader to join a leading Financial Services company based in Bristol. The main purpose of this position is to lead a team of people to provide full SIPP/SSAS pension scheme administration services to a portfolio of clients and/or their advisers. Experience of leading a Team in Pensions Admini...
Organisation Description A well-established international IFA firm in Cardiff has a vacancy for an innovative IFA to come in and provide holistic financial advise to a range of high net worth individuals. The firm currently have a number of loyal clients and funds under management that are not being explored from a financial planning perspective at present. Job Description</...
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Date: 16 May
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Newport, Gwent
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£25,000 - £30,000 per annum
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3 applications
Financial Adviser South Wales Basic To £30,000, OTE £60,000 This is an exciting opportunity to work with a reputable Chartered Financial Services firm that has been established for almost 15 years. My client is successful, very client focused and is currently producing a turnover of £800,000 per annum, with £130 million in funds under managemen...
Financial Services Regional Manager - Estate Agency - This is a high profile role with 55K OTE and beyond and is suited to a CeMap Qualified Mortgage and Protection expert with ambition, flair and commercial acumen - if you match the criteria I want to hear from you Financial Services Regional Manager - Estate Agency - Working with a leading Estate Agent you will run an area of approx. 12 Mortgag...
Financial Services Area Sales Manager - This influential, senior position offers the prospects of high rewards for an outstanding CeMap qualified individual who can influence the performance and productivity of a team of Mortgage Advisers operating in our clients Cardiff based Estate Agency offices. Financial Services Area Sales Manager - Previous experience of multi-location management and a com...
Key Responsibilities: Prepare and maintain client files Collect quantitative detailed information required to compile a Financial Plan. Ensure that all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with Planner Identify and obtain the information necessary to compile financial cash flow forecast Compile net worth statement...
Reconciliations Clerk Location Information: Cardiff Salary: 14,000 - 19,000 Per Annum Dependant on experience 1 Year Contract A leading Finnancial Services company based in the Cardiff area are currently looking to recruit a Reconciliation Clerk who will be dealing with a high volume of reconciliations. Ideal candidate will: Will have relevant experience with reconciliations The ability to wor...
CWP are currently looking to hire a Java Developer for a trusted client their Newport office. Previous experience in commercial software development environment Experience developing Java (J2EE) applications. Experience working with integrated Java development tools (IDEs). Skills/Knowledge; • Attention to detail with excellent written and verbal communication skills. • Analytical and met...
About Our Client National financial services organisation with an ambitious growth strategy are seeking both experienced financial advisors and non-industry sales professionals to join their team. If you have worked in the financial services industry and are seeking a structured career path, the professional and legal support of a well-established national organisation and excellent earning potential, this could be ideal for you....
Organisation Description Our well-established client with an office in Cardiff has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to clients across Wales. This opportunity is flexible for you to work from either home or office and is offered on an employed salaried basis. Full administration support is also provided plus assistance with generating leads. ...
Our Client is an established IFA firm looking for Diploma qualified Independent Financial Advisers The firm is fully RDR ready and has a well-established fee based model They are focused on helping individuals and businesses take control of their long-term security, wealth and financial independence With a proven Lead Generation system, via Professional connections with Accountancy practices, they are looking for an esta...
Our client is an RDR ready IFA practice looking for a Diploma Qualified Paraplanner to join their dedicated support team.? Their staff enjoy a vibrant working environment and their paraplanning team have access to state of the art technologies that provide the foundations for the effective and successful running of the practice.? In this role you will be responsible for preparing documentation for meetings and bespoke client reports,...
