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Financial Services jobs in Cardiff

 
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  • Financial Planner

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • Yesterday
    • 0 applications

    Would you like to be part of one of the UK’s Award winning, long established and well respected national independent financial planning businesses? Are you an experienced and qualified financial planner who is looking to join a firm that provide you a client base together with excellent paraplanning...

  • Paraplanner - Cardiff

    Just Added
    Shortlist
    • £24,000 - £30,000 per annum, negotiable
    • Cardiff
    • Yesterday
    • 0 applications

    Paraplanner Cardiff £24,000 - £30,000 Our client is a directly authorised Financial Planning firm who provide their clients with holistic financial planning solutions. The firm is looking for a Diploma qualified Paraplanner to join the team in Cardiff to start in August The Role: Support the Advisers...

  • Underwriter - Finance- circa £25k basic plus bonus

    Shortlist
    • £25,000 per annum
    • Cardiff
    • 15 June
    • 22 applications

    Underwriter - Finance- award winning company and the vacancies are due to expansion. Up to £25k OTE plus industry leading benefits and career path Cardiff My client who are in the Times Top 100 Companies to work for offer unrivalled career progression for the right candidates. They are customer and...

  • Campaign Team Leader

    Shortlist
    • £22,000 - £25,000 per annum
    • Cardiff
    • 19 June
    • 7 applications

    Job Summary: To effectively supervise the Campaign Team in order to provide the best possible service to Campaign Dealers supporting operational and sales objectives. In conjunction with the Key Account & Campaign Team Manager develop the Campaign Account Managers to ensure that the Division achieves...

  • Direct Co-Ordinator

    Shortlist
    • £17,500 - £18,500 per annum
    • Cardiff
    • 19 June
    • 6 applications

    Job Summary: In conjunction with the sales team, proactively manage dealers & consumers who have chosen a direct sales channel to transact business to us through; the provision of exceptional customer service and front line sales support identifying and fully embracing opportunities to enhance...

  • Campaign Account Manager

    Shortlist
    • £18,500 - £19,500 per annum
    • Cardiff
    • 19 June
    • 2 applications

    Job Summary: To deliver strategic campaigns to existing and target dealers, through effective communication using agreed outbound sales technique, generating new business leads for field account managers within a 91 day campaign period. In conjunction with Field Sales Team, proactively manage campaign...

  • Key Account Team Leader

    Shortlist
    • £22,000 - £25,000 per annum
    • Cardiff
    • 19 June
    • 12 applications

    Job Summary: To effectively supervise the Key Accounts Department in order to provide the best possible service to Dealer Groups, Brokers and Campaign Dealers supporting operational and sales objectives. In conjunction with the Key Accounts Team Manager develop the Key Account Managers to ensure that...

  • Employed IFA - Low Validation - Clients £35-50k

    Shortlist
    • £35,000 - £50,000 per annum
    • Cardiff
    • 23 June
    • 0 applications

    Employed IFA £35k - £50k basic + Uncapped Bonuses You have the opportunity to join one of the UK's leading IFA practices as an Independent Financial Adviser. They offer fee-based, independent advice to private clients and offer a market leading package with low validation levels. As an individual...

  • Project Manager

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • 23 June
    • 8 applications

    Job Summary: Our client, a well established and rapidly expanding financial services company are looking for a Project Manager to be responsible for managing multiple Projects that are assigned to the Business Change Team, making sure that appropriate methodologies and processes are used throughout...

  • Independent Financial Advisors - Clients Provided

    Shortlist
    • Competitive salary
    • Cardiff
    • 3 June
    • 4 applications

    Established and very successful practice requires experienced IFA’s to join the already very established team in an Employed position with all HNW clients provided and uncapped OTE. The role will be part home based and part office based, working from the South Wales practice. This is an absolutely...

  • Senior Customer Consultant

    Just Added
    Shortlist
    • £16,000 - £21,000 per annum
    • Cardiff
    • 2 days ago
    • 7 applications

    Are you looking to work within a strong team environment? Are you dedicated to providing the best service to all your customers and good at identifying sales opportunities? Our prestigious client is looking for a Senior Customer Consultant to work in the Rumney area. This is a fantastic opportunity...

  • Underwriting Assistant

    Shortlist
    • £15,000 - £16,000 per annum
    • Penarth
    • 18 June
    • 11 applications

    Underwriting Assistant The Client My client is a well know insurance company based just outside of Cardiff and they are looking for an experienced Underwriting Assistant to join their busy team. At a competitive salary of £16,000 they are looking for candidates who have a great personality and can...

  • Experienced Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • 22 June
    • 4 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...

  • Financial Advisers - NATIONWIDE

    Shortlist
    • £60,000 - £80,000 per annum
    • Cardiff
    • 6 days ago
    • 4 applications

    Financial Planning Advisers Self Employed - Genuine Lead Support. Flexibility to be home or office based. Earnings £60K to £80K OTE At Tenet, one of the UK’s largest and most financially robust networks, we have a proposition called Aspire Financial Management Ltd which is designed for today’s professional...

  • Paraplanner

    Just Added
    Shortlist
    • £18,000 - £23,000 per annum
    • Cardiff
    • 2 days ago
    • 5 applications

    Paraplanner Cardiff £18,000 - £23,000 per annum Cordant People Cardiff are currently working with a leading wealth management firm based in Cardiff. We are looking to recruit a Paraplanner to join an experienced team of Advisors, and are looking to speak to candidates either at trainee level (with...

  • Business Development Manager - Cardiff

    Shortlist
    • £25,000 - £55,000 per annum
    • Cardiff
    • 22 June
    • 7 applications

    An excitement opportunity has arisen to join a lead generation company as a Business Development Manager specialising in the Wealth Management Sector. The role is telephone based in newly developed offices in Cardiff and provides the opportunity to earn significant bonuses with no earnings cap. Duties:...

  • Client Relationship Executive - Cardiff

    Shortlist
    • £16,000 - £35,000 per annum
    • Cardiff
    • 22 June
    • 11 applications

    An excitement opportunity has arisen to join a lead generation company as a client relationship executive specialising in the Wealth Management Sector. The role is telephone based in newly developed offices in Cardiff and provides the opportunity to earn significant bonuses with no earnings cap. Duties:...

  • Anti Money Laundering AML Compliance Analyst

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • 6 days ago
    • 7 applications

    Summary The AML, Sanctions & AC Compliance Analyst will be responsible for supporting and assisting the Compliance Function in the overall development, management and maintenance of the enterprise-wide AML, Sanctions & AC Compliance framework Client Details Our client is a fast growing financial...

  • Mortgage and Protection Advisor

    Shortlist
    • Competitive salary
    • Cardiff
    • 6 days ago
    • 10 applications

    Your duties as a Mortgage & Protection Adviser will include: Identify our customer's financial needs and advise them with the products that would best suit their requirements Ensure our customers understand the products and services Complete customer interviews by appointment and on demand and...

  • Compliance Monitoring & Testing

    Shortlist
    • Salary negotiable
    • Cardiff
    • 6 days ago
    • 3 applications

    Summary The Compliance Monitoring & Testing Manager will report to the Compliance Control Framework Director will drive the development, management and maintenance of the enterprise-wide Compliance monitoring & testing framework; establishing and implementing appropriate controls and mitigating...

  • CeMap qualified Mortgage Advisor- Audi company car!!!

    Shortlist
    • £28,000 - £60,000 per annum
    • Cardiff
    • 3 days ago
    • 3 applications

    The mortgage market is really ramping up and my client, a national firm of Estate Agents, Financial Advisors and Mortgage Advisors are looking to recruit across the UK in their established network of successful Estate Agents offices They are looking for motivated and drive CeMap qualified mortgage Advisors...

  • Mortgage Advisor

    Featured
    Shortlist
    • £10,000 - £40,000 per annum
    • Cardiff Do
    • 3 days ago
    • 22 applications

    Our client has built a very strong reputation across the new build sector and financial services markets. They are looking for: Mortgage Advisor to specialise in the New Build Market All leads qualified and provided for you. Offering a great commission split Full Administration support OT£ £40k plus...

  • Project Manager

    Shortlist
    • £30,000 - £35,000 per annum
    • Cardiff
    • 1 week ago
    • 6 applications

    We have a fantastic opportunity for a Project Manager to join an insurance company based in Cardiff. The candidate will be responsible for managing multiple projects that are assigned to the Business Change Team, making sure that appropriate methodologies and processes are used throughout the lifecycle...

  • Buy to Let Underwriter

    Shortlist
    • £18,000 - £21,000 per annum
    • Newport
    • 1 week ago
    • 5 applications

    Purpose of Role At a time of significant growth for the Society, our Buy to Let (BTL) department has exciting opportunities for ambitious and enthusiastic underwriters to play a major role in the development and growth of our business. Yorkshire Building Society is the UK’s second largest building society...

  • Mortgage Adviser - CARDIFF, masses of estate agent leads!!

    Shortlist
    • £25,000 - £70,000 per annum, OTE
    • Cardiff
    • 1 week ago
    • 9 applications

    We are pleased to offer this exciting opportunity for an experienced mortgage and protection adviser to do something very new and different Mortgage Advice Bureau (MAB) are a multi-award winning national mortgage broker & network and we now seek a dynamic and experienced individual who will be...

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