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Financial Services jobs in Cardiff

 
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  • Client Services Manager (Performing Loans)

    Shortlist
    • £35,000 - £40,000 per annum
    • Caerphilly
    • 4 days ago
    • 9 applications

    This is an excellent opportunity to join a well established and successful organisation with a culture focused on its people as well as its customers. As Client Services Manager you will manage our relationship between the Client and our Company in a professional and effective manner,in line with agreed...

  • Pensions Technician

    Shortlist
    • £17,000 - £25,000 per annum
    • Cardiff
    • 4 days ago
    • 8 applications

    Our client, a global financial services firm with offices across the world, require Pensions Technicians to join their Cardiff office with immediate effect. You have the chance to start a career at a market leading organisation on a permanent basis. Day to day responsibilities include: Managing a...

  • Managing Director

    Shortlist
    • £100,000 per annum, negotiable
    • Cardiff
    • 4 days ago
    • 26 applications

    We are looking for a talented Managing Director or Commercial Director, to take responsibility of this fast paced Entrepreneurial Business Services Company. Person You will be a natural leader, with drive and passion, who delegates, who is strong ethically, motivated, and leads by example. Having...

  • Paraplanner

    Shortlist
    • £24,000 - £26,000 per annum
    • Cardiff
    • 4 days ago
    • 4 applications

    An independent firm in Cardiff are experiencing sustained increase in work flow and as such have created new role for a Technical Administrator/Paraplanner to join them on a permanent basis. The company are a respected provider of their services and offer professional advice to a range of corporate clients...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £28,000 per annum
    • Cardiff Do
    • 7 April
    • 5 applications

    Organisation Description The role of the full time Paraplanner is to provide technical support for the authorised Directors in delivering agreed services to Corporate and Private Clients. A main proportion of the role will be reviewing Advisory Portfolio Service clients. Job Description Receiving...

  • Paraplanner

    Shortlist
    • £28,000 - £33,000 per annum
    • Cardiff
    • 7 April
    • 3 applications

    My Client is currently looking for an experienced Paraplanner to join their business in Cardiff. THE ROLE To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and/or Senior Client Partners To ensure that the preparation of advice for clients...

  • Self Employed IFA

    Shortlist
    • Salary not specified
    • Cardiff
    • 7 April
    • 0 applications

    SELF EMPLOYED IFA - CARDIFF IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum, OTE
    • Cardiff
    • 7 April
    • 6 applications

    We are working with a National Wealth Management Company seeking a Paraplanner to join their office to work alongside the IFA Director. The ideal candidate will have experience of working as a Paraplanner, excellent interpersonal and communication skills with a proven record of writing high quality...

  • IFA Administrator

    Featured
    Shortlist
    • £16,000 - £18,000 per annum
    • Cardiff
    • 7 April
    • 48 applications

    Organisation Description My Client are a successful and established National IFA who have a unique opportunity for an IFA Administrator to join their team in Cardiff. Job Description Duties The successful candidate will provide a complete administration service for Independent Financial Advisers....

  • Technical Administrator / Paraplanner

    Featured
    Shortlist
    • £24,000 - £26,000 per annum
    • Cardiff
    • 4 days ago
    • 5 applications

    Position: Technical Administrator / Paraplanner Salary: £24,000 - £26,000 Location: Cardiff Ref: 19002 A well established and highly regarded Financial Planning practice based in Cardiff is now looking to recruit a Technical Administrator/Paraplanner to join their expanding Company You will...

  • Paraplanner

    Featured
    Shortlist
    • £23,000 - £24,000 per annum
    • Cardiff Do
    • 7 April
    • 4 applications

    Organisation Description Our client, a leading Accountancy practice with an established financial services arm understand that in order for their team to maintain the drive and positivity needed in the fast moving business world that we live in, the work that you do must be rewarding. Job Description...

  • Quality & Risk Analyst

    Shortlist
    • £20,000 per annum
    • Cardiff
    • 4 days ago
    • 8 applications

    Our client, a global Financial Services company have an excellent opportunity for an Analyst within Risk and Quality to join their national department based in thier Cardiff offices. As an Analyst, the types of work on offer are endless. There is no such thing as a typical project some have teams of...

  • Finance Broker - loans

    Shortlist
    • £16,000 - £35,000 per annum, OTE
    • Cardiff
    • 30 March
    • 40 applications

    Intelligent Loans is an award winning financial services broker. Our continued success and significant market growth mean we are recruiting finance / loan brokers to join our sales teams. You will be expected to contact our database of financial services professionals (IFA’s, Mortgage Advisors etc)...

  • Investment Manager/Stockbroker

    Shortlist
    • £35,000 - £45,000 per annum, negotiable
    • Cardiff
    • 4 days ago
    • 1 application

    My client, a firm of Investment and Wealth Managers, are presently looking to expand their team by recruiting an experienced Investment Manager. The successful candidate will of course need to be at least level 4 for RDR and ideally level 6. As always an existing book of business would be an advantage...

  • Paraplanner/Technical Administrator

    Shortlist
    • £24,000 - £26,000 per annum
    • Cardiff
    • 5 days ago
    • 3 applications

    An independent firm in Cardiff are experiencing sustained increase in work flow and as such have created new role for a Technical Administrator/Paraplanner to join them on a permanent basis. The company are a respected provider of their services and offer professional advice to a range of corporate clients...

  • Underwriter

    Shortlist
    • Competitive salary
    • Cardiff
    • 10 April
    • 38 applications

    Job Role To assess finance applications, and make a decision on the creditworthiness and affordability of the customer. Position Objectives: Review proposal applications to evaluate the data and characteristics of those applications To make critical decisions as to acceptance or rejection of finance...

  • IFA Administrator/Paraplanner

    Shortlist
    • £20,000 - £26,000 per annum
    • Cardiff
    • 5 days ago
    • 2 applications

    An established and highly-respected firm of IFA's now requires a Senior Administrator/Paraplanner join the existing team. This role is key within the financial planning/advisor team. The right individual will have at least 2 years experience of working within an IFA, possibly already paraplanning or...

  • Head of Project Delivery Team

    Shortlist
    • £65,000 - £85,000 per annum
    • Newport
    • 5 days ago
    • 5 applications

    The Project Delivery Team (PDT) is a key business function which drives strategy through programs and projects. The Head of PDT is responsible for overseeing the Company’s portfolio of projects, ensuring that the portfolio is optimised by implementing processes and controls to govern and manage initiatives...

  • Mortgage Advisor - In House Leads, Great OTE x 3

    Shortlist
    • £25,000 - £60,000 per annum, OTE
    • Cardiff
    • 5 days ago
    • 2 applications

    Self Employed Mortgage Advisor - In House Leads, Great OTE x 3 The Role A Home Based Mortgage Advisor is required for a successful National Mortgage and Insurance broker specialising in arranging all types of residential and buy to let mortgages. The Ideal candidate will need to be well polished...

  • Campaigns Analyst London/Cardiff Financial Services

    Just Added
    Shortlist
    • Salary not specified
    • Cardiff
    • Yesterday
    • 0 applications

    Campaigns Analyst | London/Cardiff | Financial Services | SAS/SQL/SPSS One of the most well-known financial services companies are looking for an someone with an analytical and campaign delivery background to provide insight behind campaigns and engage with stakeholders across the business.If you are...

  • Quality & Risk Analyst

    Shortlist
    • £20,000 per annum
    • Cardiff
    • 5 days ago
    • 7 applications

    Pertemps are delighted to be recruiting for a highly reputable, leading global firm who have an opportunity available for a Quality & Risk analyst to join them in central Cardiff. The main purpose of the role is to support client facing colleagues across the firm. The firm’s Quality & Risk management...

  • Mortgage Consultant

    Shortlist
    • £30,000 - £70,000 per annum, OTE
    • Cardiff
    • 10 April
    • 13 applications

    Countrywide is the UK`s largest and most successful Estate Agency and Property services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local High Street brands. We are currently looking to recruit experienced Mortgage Consultants to work within the teams...

  • Recruitment Consultant

    Shortlist
    • £28,000 - £32,000 per annum
    • Cardiff
    • 2 days ago
    • 0 applications

    A leading specialist in technology, finance and administration services in complex and regulated markets are seeking a Recruitment Consultant to join their expanding team. They keep things running smoothly behind the scenes for thousands of satisfied clients including over half of the FTSE 100 and many...

  • Graduate Trainee Recruiter

    Shortlist
    • £18,000 - £20,000 per annum
    • Cardiff
    • 2 days ago
    • 2 applications

    A leading specialist in technology, finance and administration services in complex and regulated markets are seeking a Graduate Trainee Recruiter to join their expanding team. They keep things running smoothly behind the scenes for thousands of satisfied clients including over half of the FTSE 100 and...

  • IFA - Attractive bonus scheme

    Shortlist
    • £35,000 - £50,000 per annum
    • Cardiff
    • 2 days ago
    • 24 applications

    Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit additional advisers throughout the UK. Offering support with advanced qualifications and ongoing training...

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