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Financial Services jobs in Cardiff

 
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  • Complaints Officer

    Shortlist
    • £18,000 per annum
    • Cardiff
    • 21 July
    • 31 applications

    Activequote Ltd is the only complete price comparison website for Health Insurance, Income protection and Life Insurance products for individuals and families. Working with partners including Confused.com, MoneySupermarket.com and Tesco Compare, as well as attracting our own direct customers, we provide...

  • HNW IFA - 1.5x Validation. Bonus + Car

    Shortlist
    • £35,000 - £45,000 per annum
    • Cardiff
    • 21 July
    • 0 applications

    Recruit UK are working for a leading and secure firm who are actively seeking a True IFA to deliver full holistic financial planning to HNW Clients. Working within a mature and supportive environment, the IFA will receive the benefits and structure of an employed position without the need to bring their...

  • Mortgage Adviser / Mortgage Advisor - Cardiff

    Shortlist
    • £20,000 - £25,000 per annum, negotiable
    • Cardiff
    • 21 July
    • 13 applications

    Mortgage Adviser / Mortgage Advisor - Cardiff This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Cardiff area, successful applicants will enjoy a high paced environment and a regular...

  • Sales Executive - Field Based - Cardiff

    Just Added
    Shortlist
    • £21,000 - £70,000 per annum
    • Cardiff
    • Today
    • 4 applications

    Sales Executive -Field Based Position working from home Based - Cardiff Selling Financial Services Products Basic Salary £21K + Company Car + Bonus OTE £ 42K Average with strong performers between 65K - 70K + Corporate Package Benefits : Commission uncapped, Commission paid monthly & renewal...

  • Independent Financial Advisors - Clients Provided

    Shortlist
    • Competitive salary
    • Cardiff
    • 13 July
    • 5 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...

  • Technical Administrator and Helpline Support

    Just Added
    Shortlist
    • £17,000 - £25,000 per annum
    • Newport
    • Today
    • 7 applications

    A leading tax and actuarial consulting company seeks a Technical Administrator to join their busy team in Newport. The role will involve both technical processing and providing a helpline service in relation to tax products and mileage related work. Full training on the job will be provided to enable...

  • Financial Advisor / Wealth Manager

    Featured
    Shortlist
    • Competitive salary
    • United Kingdom
    • 13 July
    • 43 applications

    Job Title: Wealth Manager / Financial Advisor True Potential Company: True Potential Investments LLP Location: Throughout the UK Salary and Benefits: Uncapped Earnings - £100K 1st year OTE Basic Salary £60K + Bonus paid quarterly In addition, you receive essential technolo...

  • Employed IFA - client bank supplied

    Featured
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Newport
    • 20 July
    • 8 applications

    Organisation Description Our well-established client has recently been selected to offer exclusively independent financial advice to up to 200,000 members of an affinity group which represents the highest earners in the UK, of which a large percentage earn well in excess of £100,000 pa. The company...

  • Employed IFA - client bank supplied

    Featured
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Cardiff
    • 20 July
    • 9 applications

    Organisation Description Our well-established client has recently been selected to offer exclusively independent financial advice to up to 200,000 members of an affinity group which represents the highest earners in the UK, of which a large percentage earn well in excess of £100,000 pa. The company...

  • Wealth Manager (clients provided)

    Featured
    Shortlist
    • £50,000 - £70,000 per annum, OTE
    • Cardiff
    • 20 July
    • 10 applications

    Organisation Description Our well-respected client, a nationally recognised IFA practice which has recently acquired a couple of established companies, has a vacancy for a fully qualified Wealth Manager to come in and provide wealth advice to its plethora of prestigious high net worth clients. Job...

  • Arrears Collections Executive

    Shortlist
    • £17,700 - £20,000 per annum
    • Cardiff
    • 20 July
    • 8 applications

    Our client in Newport are seeking 10 experienced arrears collection executives to join the business during this exciting period of growth. As an arrears collections executive, you will join an established and professional team of people, who are passionate about ensuring the best possible customer experience...

  • Operations Manager - Asset Finance

    Featured Just Added
    Shortlist
    • Salary negotiable
    • Caerphilly
    • Yesterday
    • 0 applications

    Discretionary Annual Performance related Bonus up to 5% of salary Private medical Insurance Life Insurance Regular company funded social activities including Summer and Xmas Parties Free Onsite Car Parking Working within the Performing Loans area of our Caerphilly office, this role is both...

  • Financial Adviser £42,000 to £80,000 basic

    Shortlist
    • £42,000 - £80,000 per annum
    • Cardiff
    • 5 days ago
    • 2 applications

    Enjoy providing holistic advice, or did you? Would you like a salary that ranges from £42,000 to £80,000 basic, plus defined bonuses and benefits on top? Then have a look at this criteria… does this describe you? Can you show evidence of being highly motivated and have sufficient kudos to make an...

  • Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum, negotiable
    • Cardiff
    • 16 July
    • 19 applications

    Position: Paraplanner Salary: £25,000 - £35,000 Location: Cardiff A fantastic opportunity has arisen for an experienced Paraplanner to join a long establish and Investment Company based in Cardiff that offer advice to both corporate and individual clients. As the Paraplanner you will be responsible...

  • Financial Adviser - Warm Leads Provided - 90% of business

    Shortlist
    • £40,000 - £42,000 per annum
    • Cardiff
    • 16 July
    • 1 application

    Recruit UK are representing a leading financial company who are a trusted brand throughout the UK and who have a mass portfolio of loyal clients. They work alongside many professional introducers and their business has grown impressively over the past decade. They are actively seeking Level 4 qualified...

  • Final Salary Pensions Administrator

    Shortlist
    • £18,000 - £28,000 per annum
    • Cardiff
    • 16 July
    • 16 applications

    A fantastic opportunity has arisen to work for an established and successful Pensions Consultancy in Cardiff. Our client is looking for bright and highly focused individuals to provide all aspects of pension’s administration in relation to Defined Benefit pension schemes. The successful candidate will...

  • Trainee Paraplanner

    Just Added
    Shortlist
    • £22,000 - £27,000 per annum
    • Cardiff
    • Yesterday
    • 7 applications

    We are currently working with a boutique IFA based on the outskirts of Cardiff to recruit a Trainee Paraplanner. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Trainee Paraplanner you will work closely...

  • Mortgage Advisor

    Featured
    Shortlist
    • £10,000 - £40,000 per annum
    • Cardiff
    • 20 July
    • 26 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...

  • Sales Consultant

    Shortlist
    • £17,000 per annum, OTE
    • Cardiff
    • 16 July
    • 15 applications

    The Company: Activequote Ltd is the only complete price comparison website for Health Insurance, Income protection and Life Insurance products for individuals and families. Working with partners including Confused.com, MoneySupermarket.com and uSwitch, as well as attracting our own direct customers...

  • Employed Financial Adviser

    Featured
    Shortlist
    • £30,000 - £50,000 per annum
    • Cardiff
    • 20 July
    • 5 applications

    Organisation Description My client is an award winning IFA practice with offices across the country. They are currently recruiting in the South West region. They give whole of market advice to their clients across pensions, investments and protection. They also cover auto enrolment. Job Description...

  • Financial Planner - client portfolio in place

    Shortlist
    • £50,000 - £75,000 per annum
    • Cardiff
    • 16 July
    • 2 applications

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice...

  • Financial Adviser- clients provided

    Featured
    Shortlist
    • £30,000 - £50,000 per annum
    • Cardiff
    • 20 July
    • 13 applications

    Organisation Description Are you looking to grow your existing client bank? Are you a confident, self motivated individual looking for a new challenge? If so, my client wants to hear from you now Job Description You will be working closely with a first class business development team , giving you...

  • Introducer / Relationship Manager - Investments & Pensions

    Shortlist
    • Competitive salary
    • Cardiff
    • 16 July
    • 6 applications

    Our client is a very well established, innovative Investment / Wealth Management Company who pride themselves on providing a high level of investment advice to their clients. This firm uses their bespoke team of investment managers, stockbrokers and financial planners to provide a high level of service...

  • Collections Advisor

    Just Added
    Shortlist
    • £17,700 - £20,000 per annum
    • Cardiff
    • 2 days ago
    • 5 applications

    Our client in Newport are seeking 10 experienced collections advisors to join the business during this exciting period of growth. As a collections advisor, you will join an established and professional team of people, who are passionate about ensuring the best possible customer experience when managing...

  • IFA Administrator

    Just Added
    Shortlist
    • £18,000 - £19,200 per annum
    • Cardiff
    • 2 days ago
    • 8 applications

    My client is currently looking for an Administrator with experience working within a Financial Advisers office. This role will involve providing support to between 1 and 3 Financial Advisers. The role is based in Cardiff and is close to pubic transport links. Role: To assist in the procurement and processing...

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