WEALTH MANAGEMENT PRACTICE- ACCOUNTANCY FIRM- CHESTER HNW CLIENT PORTFOLIO AND LOCAL BUSINESS OWNERS FULL PARAPLANNING SUPPORT AND CLIENTS PROVIDED. A leading national accountancy practice are looking for to expand their wealth management team. They currently have a partner of the firm in the team and are looking to bring a Diploma qualified adviser to join their Chester team. Covering North Wal...
Usual scenario ......IFA required, Diploma qualified, Assets under management required. Pay away, pay away......... Actually on this occasion No....... Our client is a growing entrepreneurial IFA practice who has created a business model which is receiving growing acclaim from it's peers within the market. Fully authorised,this is a self employed proposition, working from home you ...
£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 ...
Paraplanner - £18k-£23k - Chester, Cheshire. Chester based IFA Practice require a Paraplanner. Your job will be to work alongside the Financial Advisors to administer their business tasks, Report writing, reason why letters, researching and recommendation letters, liaise with clients and companies with updates. You must have experience of working within an IFA practice. The successful candidate must ...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
My client, a reputable independent firm in Cheshire, are looking to expand their current team by recruiting a capable and confident Accounts Senior. The role will take responsibility of an existing client portfolio, and you will be the first point of contact for all aspects of accountancy issues, including management accounting (using SAGE), accounts prep, audit (less than 30%), corp tax issues and VAT returns as well as general advisory work.<...
Basic Salary £40,000. (OTE £80,000) A new and exciting opportunity exits for an experienced Level 4, Diploma Qualified Financial Adviser with either a bancassurance or IFA background, to join this award winning, leading Financial Services company. Leads and support are provided to help you build your client bank and you would be providing holistic advice from an extensive product range, to High Net Wo...
My client is a long established accountancy linked IFA firm with strong recurring revenues and substantial client base. They conduct a wide range of Life, Pensions & Investment business for individuals and corporate clients. The successful candidate will assist the Directors with their preparation for RDR and delivery of the new service propositions to their clients. Accordingly, experience of IT back-office s...
Fantastic opportunity for experienced Customer Service Representatives to join Diners Club International in Chester. You will be the first point of contact for Consumer, Business and Corporate customers which will involve establishing a professional relationship and building trust with our customers over the phone. Your role will be dynamic and fast paced, dealing with specialised call types as well as providing world class service to ...
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 ...
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Date: 3 days ago
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Chester, Cheshire
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£32,463 - £39,880 per annum, negotiable
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0 applications
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 Legal segment. The proposition is multi tied, of...
Reeds Rains established in 1868 and forms an integral part of the LSL Property Services Group. We have over 200 branches in England and Northern Ireland. We are a nationally recognised brand and one of the UK's largest most innovative and award winning property services providers. We are currently recruiting a high calibre mortgage adviser covering Chester, Wrexham & Flint branches to provide an exceptional...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £125 per day for a period of 6-12 months. As a Customer Service Administrator you will: - Data gather and analyse cu...
One of my clients has been market leading with the Aquisition of smaller IFA's and has been in the fortunate position of buying a number of small successful businesses, they are now one of the largest IFA's in europe My client is looking for experienced and successful Financial Advisers to join their teams and service the client bases. In addition you will be required to generate further clients and business from referrals and profess...
Our client, a leading National IFA seeks to strengthen their market position by attracting high calibre advisors to their firm. Your role will be to develop and expand your client portfolio, providing holistic and truly independent advice to HNW individuals. You will have access to market leading IT and Technical Research which will enable you to access and recommend the best products for your clients. Based in modern, spacious offic...
Office Manager Chester My Client is an established firm of independent financial advisers and provides a first class, friendly and professional service to both corporate and individual clients. The company is authorised and regulated by the Financial Services Authority, meaning they are fully up to date and compliant with the latest financial legislation and guidelines. Job Description<...
My client is looking for experienced financial services professionals to work as an IFA/Wealth Advisors across various areas of the UK. Earn up to 250K OTE, depending on experience and previous business written/earnings. My client is a fast growing wealth advice and investment management business with a vision to become the UK’s leading provider of wealth advice. They have been identified as one of the Top 25 most admire...
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Date: 17 May
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Chester, Cheshire
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£30,000 - £70,000 per annum, inc benefits
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4 applications
Independent Financial Advisors -Liverpool/Chester Private client and corporate Employed with superb benefits package Basic Salary up to £50,000 plus car allowance, benefits and a very competitive commission and bonus structure. The largest truly independent financial advisors in the UK and as a result are seeking top quality advisors to join the team for Private Clients and C...
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 recruiting for a Financial Consultant vacancy within the Dentists segment and would like to hear from top performing financial advisors and mortgage advisors. Our C...
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 currently or have recently held CAS and who hold Level 4 Diploma. You must have a proven track record...
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Date: 15 May
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Chester, Cheshire
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£35,000 - £75,000 per annum, inc benefits
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4 applications
Independent Financial Advisor Chester Basic salary up to £50,000 plus benefits and very competitive bonus. Low validation at 1.7x The largest truly independent financial practice in the UK seek top quality advisors to join their already very successful team in the Chester and surrounding; a fantastic opportunity for a good advisor with clients looking to j...
Independent Financial Adviser Chester To £30,000 Basic, OTE £70,000 Uncapped + Negotiable benefits An outstanding opportunity to join this whole of market firm that has seen a four fold increase in business and profit over the last 5 years. With a high quality client bank available and close working relationships with 10 professional introducers, both Accountants and Solicitors they are consistentl...
Are you a level 4 qualified 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 ...
Independent Financial Adviser Chester Self Employed OTE: £60,000 + Having recently taken on 600 new clients and leads being generated via the web site this successful firm is looking for an additional Adviser to join the team. Having grown by over by over 20% per year dealing with HNW, MNW and Corporate business they provide a holistic service that has enabled them to build a steady level of funds unde...
Our client is a leading Pensions company located in Cheshire. They are currently recruiting for experienced SIPP and SSAS administrators to join their team. Applicants will ideally come from a Pensions Administration background or from within an IFA arena working within Pensions as either a Para Planner or IFA Pensions Consultant. Main Duties: Dealing with clients, IFAs, banks, investm...
