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Financial Services jobs in Cardiff

 
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  • Independent Financial Adviser

    Shortlist
    • Commission only
    • Cardiff
    • 17 March
    • 1 application

    You’re an adviser looking for a quality home as a self-employed IFA. Why should you choose our directly authorised client? They offer so much more than a traditional IFA. Very few IFAs are authorised to carry out Discretionary Portfolio Management. In addition they offer:- Client Support. A very...

  • Finance Roles

    Shortlist
    • £17,000 - £30,000 per annum
    • Cardiff
    • 4 days ago
    • 12 applications

    Our client, a rapidly expanding finance company with a strong reputation is looking for motivated, enthusiastic people with a background in finance to join their company. They have numerous roles within Customer service,Account Management, Insurance Sales, Compliance and Recruitment. If you are looking...

  • Key Account Manager

    Shortlist
    • £17,500 per annum
    • Cardiff
    • 4 days ago
    • 0 applications

    In conjunction with the National Account Managers and Division directives/targets, proactively manage selected Motor Groups at site level, Car Supermarkets and Brokers through; the provision of exceptional customer service and front line sales support identifying and fully embracing opportunities...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • 4 days ago
    • 1 application

    We offer a broad range of services to help manage a client’s wealth and achieve their financial and lifestyle objectives. Our financial advice, investment management and self-directed services can be used separately or as an integrated service. The client can choose according to their preferences. Our...

  • Trainee Mortgage Sales Consultant

    Shortlist
    • £16,500 per annum
    • Cardiff
    • 4 days ago
    • 22 applications

    Job title: Trainee Mortgage Sales Consultant Location: Cardiff Salary: £16,500 An exciting opportunity has arisen for a Trainee Mortgage Sales Consultant to join our busy office in Cardiff. Purpose of the role To provide information about buy to let mortgages to brokers and landlords, both over...

  • Arrears Team Leader

    Shortlist
    • £25,000 per annum
    • Newport
    • 17 March
    • 42 applications

    Job Title Arrears & Recoveries Telephony Team Leader Job Purpose To lead a team of collection agents in a multi-client/multi-portfolio environment, minimising delinquencies through the effective management of arrears management workflow processes. Maximising agent capabilities through coaching...

  • Senior Paraplanner - Cardiff. Excellent benefits

    Shortlist
    • £28,000 - £36,000 per annum, negotiable, inc benefits
    • Cardiff
    • 4 days ago
    • 1 application

    Our client, a profitable wealth management practice with offices in Cardiff, requires an experienced Paraplanner to work from their offices. Our forward thinking client provides financial planning solutions for both HNW private, and also corporate/commercial clients throughout the South Wales region...

  • Commercial Insurance Broker - £25-30k & Bonus

    Shortlist
    • £25,000 - £30,000 per annum
    • Cardiff
    • 4 March
    • 9 applications

    Cute Resource Solutions are excited to be working with a successful and expanding Business Insurance company who are looking for a Commercial Insurance Broker to join their existing team. The ideal Commercial Insurance Broker will be responsible for converting warm leads into sales and driving business...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £30,000 per annum
    • Cardiff
    • 5 days ago
    • 6 applications

    An opportunity has arisen for a Diploma qualified Paraplanner to join the firm, an IFA with a strong presence across the South West. If you are looking to further develop your career then please get in touch to discuss further. It is imperative you have 3 years + industry experience, have a professional...

  • Paraplanner - Cardiff

    Shortlist
    • £28,000 - £32,000 per annum, negotiable
    • Cardiff
    • 5 days ago
    • 3 applications

    Paraplanner Cardiff £28,000 - £32,000 Our client is a directly authorised firm of IFAs with a strong reputation across South Wales. As the company continues to grow, they require a senior Paraplanner to join the business. The business offers a holistic Financial Planning service to clients, both...

  • Client Services Manager - Cardiff

    Shortlist
    • £25,000 - £30,000 per annum
    • Cardiff
    • 5 days ago
    • 4 applications

    Client Services Manager Cardiff £25,000 - £30,000 We are delighted to support our client with the recruitment of a Client Services Manager to join their well-established Financial Planning practice in Cardiff This is a new and exciting role that has been created due to further expansion, as the...

  • Paraplanner - Cardiff

    Shortlist
    • £25,500 - £30,000 per annum
    • Cardiff
    • 5 days ago
    • 3 applications

    Paraplanner Cardiff, South Wales £25,000 - £30,000 + benefits Our client is a well-regarded provider of Independent Financial Advice to private and corporate clients across South Wales and the South West of England. With almost 10 years of trading history behind them, the business has grown from...

  • Mortgage adviser - CARDIFF; estate agency based

    Shortlist
    • £60,000 - £80,000 per annum, OTE
    • Cardiff
    • 16 March
    • 12 applications

    One of our highly respected & award winning mortgage broker businesses is seeking a fully CeMAP (or equivalent) qualified Mortgage & Protection Adviser to service the leads of 3 market leading estate agency branches in the CARDIFF area. This excellent opportunity has arisen for this market...

  • IFA Sales Support

    Featured
    Shortlist
    • £20,000 - £25,000 per annum
    • Cardiff Do
    • 5 days ago
    • 8 applications

    Organisation Description Experienced IFA administrator required for established Cardiff IFA. Job Description -Ensuring Adviser has all necessary documents for meetings -Valuations using Avelo (financial services software) -Processing all new business with regards to life, pensions, investments and...

  • Retirement Consultant

    Featured
    Shortlist
    • Competitive salary
    • Cardiff
    • 20 March
    • 20 applications

    About the Role Working within our fantastic Cardiff Sales office, you’ll sell LV= Individual Pension and Investment products over the telephone to a panel of Financial Advisers. (Financial Advisers are professional individuals who provide financial product recommendations to their customers based on...

  • Experienced Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • 5 days ago
    • 2 applications

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Cardiff based team. The firm in...

  • Finance Pricing Manager

    Shortlist
    • £24,000 - £30,000 per annum
    • Cardiff
    • 16 March
    • 2 applications

    My client, an established, successful and growing company are looking to recruit a Finance Pricing Manager to work as part of a successful Sales and Marketing team. A background in Financial Services is highly desirable. The Pricing Manager's key objective is to facilitate sales to achieve margin &...

  • Bank Mortgage Advisor - CeMap - Cardiff, Cwmbran, Swansea

    Shortlist
    • £23,130 - £28,455 per annum
    • Newport
    • 20 March
    • 10 applications

    We are currently seeking a fully CeMap qualified Mortgage Adviser to work for a National High Street Bank. Our client is looking for a focussed individual to grow and develop the business. This is an opportunity suited to an individual with: • A proven record of both sales and service in a similar role...

  • Key Account Manager - Finance

    Shortlist
    • £17,500 - £21,500 per annum, inc benefits, OTE
    • Cardiff
    • 16 March
    • 8 applications

    Key Account Manager - Finance Cardiff Basic salary from £17,500 per annum OTE £21,500 plus industry leading benefits. My client offer unrivalled career progression and are currently undergoing rapid expansion in their head office and also UK wide out in the field. They are customer and people centric...

  • Business Development Manager

    Shortlist
    • £40,000 - £55,000 per annum
    • Cardiff
    • 20 March
    • 1 application

    We are pleased to be working on behalf of a leading SIPP / SSAS provider who are keen to recruit a Business Development Manager to increase business levels and promote their brand and products to intermediaries / IFA's. You will be working as part of a small team developing relationships with intermediaries...

  • Collections Advisor

    Shortlist
    • £22,000 - £23,500 per annum
    • Cardiff
    • 19 March
    • 26 applications

    Collections Advisor Cardiff Upto £23,500k basic + Uncapped OTE (£3600k Year 1) We are recruiting for a well-established, hugely profitable and ethically sound financial lender. Established for over 15 years, this is an opportunity to join one of the most successful branches and take advantage...

  • Pensions Consultant, Base c£52k, Large Provider, New!

    Just Added
    Shortlist
    • £42,000 - £65,000 per annum, inc benefits
    • Cardiff
    • 2 days ago
    • 0 applications

    Basic to £52k - Total Package £65k - Bristol Based x 15 Must Have full Diploma in Financial Planning & Customer Service exp. Verridian have been retained to recruit a team of 15 office based regulated Pensions Consultants. Our client is a well known blue chip company that is building the capability...

  • Pensions Consultant, Base c£52k, Large Provider, New!

    Just Added
    Shortlist
    • £42,000 - £65,000 per annum, inc benefits
    • Newport
    • 2 days ago
    • 2 applications

    Basic to £52k - Total Package £65k - Bristol Based x 15 Must Have full Diploma in Financial Planning & Customer Service exp. Verridian have been retained to recruit a team of 15 office based regulated Pensions Consultants. Our client is a well known blue chip company that is building the capability...

  • Paraplanner

    Shortlist
    • £30,000 - £45,000 per annum
    • Cardiff
    • 19 March
    • 2 applications

    To assist in the provision of financial plans and advice to prospective and existing private clients within internal/ regulatory standards. Job Role To assist in the provision/ implementation of suitable private client financial advice in order to meet and/or exceed agreed activity targets. To assist...

  • compliance consultant

    Shortlist
    • £35,000 - £40,000 per annum
    • Cardiff
    • 19 March
    • 5 applications

    THIS ROLE WOULD IDEALLY FIT A PARA PLANNER LOOKING TO MOVE IN TO A COMPLIANCE ROLE Job Purpose Aligned with Company strategy and core values, the role involves providing template reports covering all aspects of comprehensive financial planning and individual areas of financial advice (and related matters)...

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