Our client is a private client Investment company with a reputation for sound investments and customer service. The company has roots back to 1900’s with a history of investing business owners and family’s hard earned in savings prudently with a friendly, personal service. Fast forward, the same can be said of today, despite all the changes that have taken place, the core values remain the same. They are seeking an experienced...
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Date: 10 May
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Newport, Gwent
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£18,000 - £21,000 per annum
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33 applications
Are you looking to work with a growing national employer? Do you want to work for a company who offer a competitive salary and benefits package? Due to growth, our client based near Newport (2 minutes off the M4) is currently recruiting for Mortgage Underwriters to join their Buy-to-Let team. You will be responsible for carrying out full risk assessments and making lending decisions in line with TCF principles, wider economic fa...
Our client is a private client Investment company with a reputation for sound investments and customer service. The company has roots back to 1900’s with a history of investing business owners and family’s hard earned in savings prudently with a friendly, personal service. Fast forward, the same can be said of today, despite all the changes that have taken place, the core values remain the same. They are seeking a level 6 qual...
The Company Our client offers comprehensive insurance advice to individuals and companies and provides personal wealth management services to private clients. Their national coverage gives them a strong local presence, enabling advisers and brokers to offer outstanding levels of personal service on a wide range of financial services. The Role Our client is looking for an individual who can provide a full p...
Our client, a very successful and long established Wealth Management & Stockbroking organisation with a national presence, is looking for an experienced Paraplanner to join their office in Cardiff. This is a great opportunity to work for this well respected organisation, who provide a range of stockbroking, wealth and investment management and corporate finance solutions to both private and corporate clients. Working f...
Organisation Description My client is a local successful IFA practice with offices in Cardiff and Swansea. They advise across a range of financial products from Investments to Pensions and Mortgages. Due to continuing success they are looking for a Paraplanner to join the team and undertake a number of responsibilities with the main task of completing all of the report writing especially with Pension ...
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. ...
Organisation Description Our client is a hugely successful and well established Financial Services Company with a handful of offices across the country. Due to continuing success and expansion they have a hybrid position for a Practice head to take on the responsibility for managing the office whilst also advising clients of the company and your own. Job Description <...
We are currently recruiting for a pricing analyst for a financial services organisation based in the Cardiff area Role responsibilities: Commercial and pricing analysis for business partners portfolios Profitiability analysis, forecasting and trend commentary Formulating business partner strategy to improve profitability Role requirements: <p...
Paraplanner Financial Services Cardiff Circa £18,000 per annum My client in Cardiff city centre currently has a vacancy for an experienced Paraplanner. Candidates must have a working knowledge of pensions, investments, protection and mortgages. Candidates should also have previous experience of providing full support to an Independen...
Field Based (Self-Employed) Average Fees £30,000 plus (Uncapped Earnings - Commission Based) Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportuni...
My client, a leading IFA practice in the UK who offers impartial independent advice to private and corporate clients has an exciting opportunity for a knowledgeable Diploma qualified Paraplanner to join a growing and well regarded company. Within this role, the Individual will be responsible for providing efficient professional support to IFA's working within the private and corporate market. More specifically, this role will focus on...
My client, a leading IFA practice in the UK who offers impartial independent advice to private and corporate clients has an exciting opportunity for a knowledgeable Diploma qualified Paraplanner to join a growing and well regarded company. Within this role, the Individual will be responsible for providing efficient professional support to IFA's working within the private and corporate market. More specifically, this role will focus on...
14 jobs matching this search were posted in the last week
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, ...
If you would like to work for a Market Leader then look no further. Based in Cardiff, this Motor Finance company is looking for 3 Collector to join its expanding team. Main responsibilities are: 1. Contact customers to negotiate the repayment of their arrears/outstanding balance, or the return of the Company’s assets in order to minimise potential losses. 2. Ensure all allocated defaul...
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...
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Date: 2 days ago
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Newport, Gwent
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£16,500 - £19,000 per annum
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55 applications
Buy To Let Case Manager Vacancies Full time permanent and temporary roles available Location: Newport (Target Group Offices, 2 minutes off the A48) Salary: £16,500 - £19,000 (per annum dependent on experience) Hours of work: 35 Hours (Monday - Friday 9am - 5pm) Purpose of Role At a time of significant growth for the Society, our Buy to Le...
Our client a private client stockbroker has a long established history in creating wealth through the years. Through the many changes it has witnessed, it has flourished and embraced change including RDR and can see a path where clients get the best products and service. Specialising in delivering a holistic service to UHNW private clients across the UK, our client are seeking high calibre professional IFA’s with a transferable clien...
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...
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...
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...
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Date: 6 days ago
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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...
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...
