We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Ban...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
Job Description My client is a high net worth financial advice practice with a large existing client bank of affluent professionals. They have the financial resources to recruit a number of home-based advisers across the South of the UK. Vacancy details: - been advising genuine high net worth clients since the 1800s. - Employed vacancy which has 90% investments and IHT planning. - Based in Wilt...
Job Description: This opportunity will involve representing our clients Defined Contribution product and service proposition in the Corporate Pensions Market Place, securing new business and exceeding sales targets, whilst developing relationships with EBCs, Trustees and Customers that sustain profitable growth and support the overall corporate strategy. Additional responsibilities involve implementation of new acquisit...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
A motivated Paraplanner with a strong knowledge of financial products is sought for an established, wholly fee-based IFA practice specialising in Investment and Pensions. Based in Cheltenham, the organisation’s highly professional Consultants provide financial planning advice across Investment Management, Life Insurance, Corporate Pensions and Tax Planning for a varied high-net worth client portfolio. Your role will include research, prepar...
Organisation Description My client is an established and expanding fee-based IFA in Cheltenham. Their high net worth clients generally have over £200k in free assets and the firm is a regular user of discretionary fund managers . They have a vacancy for a self-employed IFA to come in and manage their own clients as well as providing fee-based independent advice to the company's affluent private clients...
Job Description My client, a reputable Financial services provider, are currently looking to recruit a Test Manager to be part of a busy and fast paced corporate team based in Gloucester. You will be working on a fundamental and large scale project where your main responsibility will be to implement robust test processes and practices through managing a team of experienced test analysts. Skills & expe...
Organisation Description My client, an established IFA in Cheltenham with 10 advisers currently working on self-employed basis, has a vacancy for an IFA with a reasonable client bank to offer holistic financial advice to your own and the company's clients either from home or from their ideally located office. Job Description In an ever changing financial e...
If you are a high-calibre professional Financial Adviser, preferably with a transferable client bank, this promising vacancy is an opportunity for significant career advancement. A prestigious IFA are seeking an ambitious and proven IFA to join their rapidly expanding operation in Cheltenham. Excellent leads are provided but a small transferable client bank would be desirable. You should have production figures in excess of 100k and be DipP...
£45,000 to £50,000 per annum Car / Car Allowance & Superb Benefits As Compliance Manager for a specific region you will manage one direct report and oversee a compliance team. This role is both field and office based and you will act as a relationship manager for all issues relating to compliance and the advice provided from the regulated sales force. You will ensure appropriate processes and pr...
£45,000 to £50,000 per annum Car / Car Allowance & Superb Benefits As Compliance Manager for a specific region you will manage one direct report and oversee a compliance team. This role is both field and office based and you will act as a relationship manager for all issues relating to compliance and the advice provided from the regulated sales force. You will ensure appropriate processes and p...
A superb opportunity to join an RDR ready IFA in an administrative capacity. The right candidate will have experience of working within this environment and will have made a start towards their Financial Services qualifications. This is a unique opportunity to develop yourself within the industry Duties and Responsibilities: The main duty will be to support the fee earners in this practice Performing Valuations<br...
Operations Developer required in Cheltenham The Opportunity:We are looking for an Operations Developer to join our Zurich Corporate Savings team in Cheltenham. This exciting position is responsible for providing service and processing expertise to shape, test and implement system, product and process developments. As Operations Developer you will be required to influence system, process or product developments with the client in mind. This...
Successful IFA practice requires a high calibre, experienced IFA sales support individual to join the team You will have an IFA background dealing with pensions and investments for private clients. You will be providing administration support for advisor, Processing business applications and follow through, Compliance administration, Liaising with clients, Preparing quotations, Report writing, Ad-hoc administration A gen...
This leading financial services company is seekng an Implementation Manager to assist their Corporate Pension Development Managers in promoting and implementing Group Pensions schemes via the IFA market. This role is based Gloucestershire and will involve travel around the UK. Ideally you will be personable and presentable and have strong Corporate Pensions experience, have undertaken presentations ...
Organisation Description My client is a specialist Financial Services company dealing solely with the Armed Forces and most specifically the Army. They specialise in Military kit cover, having their own policy which has been underwritten by Axa plus they also cover life and critical illness cover along with pensions, investments and personal accident cover. <str...
Our client, a well established and thriving IFA practice requires a high calibre, experienced sales support member to join their seasoned team. The right individual will have come from an IFA background dealing with pensions and investments for private clients. The main duties of the role will be: Provide administration support for Advisor Processing business applications and follow through <...
Organisation Description My client is an established and expanding fee-based IFA in Cheltenham. Their high net worth clients generally have over £200k in free assets and the firm is a regular user of discretionary fund managers . They have a vacancy for a self-employed IFA to come in and manage their own clients as well as providing fee-based independent advice to the company’s affluent private clients...
Sales Support / Administrator Location: Cheltenham Salary: £18,000 - £20,000 An RDR Ready national Investment Banking organisation are seeking an Administrator to join their growing branch in the South West to provide efficient administration to the Financial Planning Manager and the team Duties: To ensure all daily and non-daily tasks are complete...
Our client company has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and there success has been recognised through prestigious awards and significant growth. They are currently looking to recruit a high quality Financial Consultants for the growth that is taking place within their Hospital Consultants segment. The proposition i...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a pr...
Financial Consultant (Salaried) Theis client is one of the UK's longest and well established UK life company's, offering a wide range of financial products to their core market and affinity connections for Cheltenham / Swindon. Fully RDR ready with a robust business model, they provid tailored financial advice, products and services to clients of their corporate/affinity connections, of professional/H...
Employed Financial Consultant - Dealing with hospital doctors £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significa...
