To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
Organisation Description Our client, a reputable Solicitors firm in Cardiff, has a vacancy for an employed IFA to come in and provide sound financial advice to a plethora of clients, as well as fellow employees of this well-established organisation. Job Description This is an employed, office-based role, paying an attractive basic salary. Unlike most IFA positions, it will ...
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Date: 11 June
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Newport, Gwent
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£21,000 - £25,000 per annum
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7 applications
A well known reputable organisation based throughout South Wales are seeking an experienced Mortgage Advisor to join their expanding team. Your responsibility will be to provide a compliant and effective mortgage and insurance advisory service to existing, new and potential customers. To recommend and sell the company’s full range of mortgage and insurance products at every opportunity. Customer retention. To id...
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, ...
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...
Area Manager Retail Mortgages (Home Solutions) We have opportunities in this role in Cardiff. Planning for success At Barclays we do our best to fulfil all the needs of our customers, no matter how complicated. That's why we need an experienced Area Manager for Retail Mortgages (Home Solutions), willing to lead a team of Woolwich Mortgage Advisors and ensure they ...
A recognised FTSE 100 Financial Services company; with offices across the UK, are currently recruiting for an experienced, technically-minded Medical and Annuities Underwriter to join their successful business, in their central Cardiff offices. Within this role, your overall duties will be to provide invaluable support and input into the design and development of the business' Annuity and Medical underwriting rules. More specifically...
Risk and Governance Manager An opportunity for a Risk and Governance Manager to join a leading financial services organisation to develop, maintain and govern a risk and control programme. The purpose of the Risk and Governance Manager To develop, maintain and govern a risk and control validation programme to provide Principle Risk owners with independent evaluation and reporting on the effectiv...
We are looking for an experienced Technical Trainer to work for an innovative and growing charitable organisation in their modern contact centre on the outskirts of Cardiff. You will need to have recent experience within financial services with a broad financial knowledge on products such as pensions, mortgages, protection, savings and investments, tax and welfare benefits. The purpose of the role is to support the m...
Solsbury Solutions are seeking the following Financial Services Professionals who are interested in an exciting business opportunity on behalf of a client. UNIQUE BUSINESS OPPORTUNITY - FINANCIAL SERVICES - UK WIDE My Client has launched a structured regional business opportunity offering enormous potential within the FS market, and are looking to partner with ambitious entrepreneurs with the de...
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Date: Yesterday
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Newport, Gwent
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£16,320 - £18,000 per annum
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0 applications
We are currently recruiting an experienced arrears executive for this established financial services company in their modern Newport offices, with excellent transport links to the M4 and Cardiff. You will join an existing team of arrears executives, within the personal lending department. As part of this team and with your prior experience in the same role, you will quickly become an integral part of the business, and put into practic...
IFA Sales Manager Location - Nottingham & Leicester, West Midlands, Cheltenham & South Wales Package • Basic Salary £45-70,000 • Bonuses c£20-30,000 • Benefits Company Profile A reputation for integrity, exceptional products and open, honest, individually tailored WOM advice all set within a HNW environment. All of t...
Are you looking for a opportunity to implement you commercial insurance knowledge? Are you looking to progress your career? Our Client an independent insurance broker is currently seeking a commercial / Corporate Insurance professional with new business skills to join them with a view or progressing to a directorship. We are looking for a candidate able to both work from leads and databases...
12 jobs matching this search were posted in the last week
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...
Sales Manager Due to the continued success of our client they now have a requirement for a Sales Manager to join their team in Cardiff. As Sales Manager you will be responsible for managing a team of internal and external sales representatives. Leading from the front you will motivate anddevelop individuals and teams ensuring productivity is maximised, revenue is increased and clients receive excellent custome...
Organisation Description My client is a large Financial Services Company operating across a broad range of financial disciplines including Investment Management, Private Client stockbroking and Independent Financial Advice. Job Description Paraplanner / IFA Sales Support This position will encompass a number of roles and responsibilit...
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...
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 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...
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Date: 2 days ago
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Newport, Gwent
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£18,000 - £21,000 per annum
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10 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 successful, innovative and growing outsourced Paraplanning business is seeking additional home-based/remote Paraplanners. These are excellent employed opportunities to work very closely with Wealth Management organisations. You will occasionally be requested to attend their office in Brockhampton (between Hereford and Ross on Wye). Our client is seeking commercially aware individuals with progressive ways of thinking. T...
Prestigious Financial services provider now requires a sales quality consultant to ensure that all regulated sales submitted the Sales Force comply with regulatory guidelines and Standards. The Role To accurately assess both the advice and information documented by the sales force to ensure that sales are compliant with current FSA regulations and guidelines. Further to determine whether the advice given is suitable and the cli...
We are looking for self-motivated individuals who want to earn money on a part time weekly basis and be part of one of the UK’s leading collections companies; we have over 1.5 million accounts on our database. This part time role will involve you visiting customers at their home addresses to advise and negotiate on a repayment plan or settlement of their accounts. This will include being responsible for processing payments with your c...
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</...
