Mortgage Adviser - Truro / Penzance Up to £25k basic A fantastic opportunity has arisen for a mortgage adviser to cover the Truro and Penzance offices of a multi award winning mortgage services company. This would enable the successful applicant to deal with a regular and often high net worth sale and purchase lead source in a professional and supportive environment. Based on a 5 day week Key Points: <br...
£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 ...
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Date: 2 days ago
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Par, Cornwall
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£40,000 - £70,000 per annum
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0 applications
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. The company are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of fina...
Organisation Description My client is a Chartered IFA practice providing specialist independent financial advice throughout Cornwall. Job Description The role is to join an existing team of Paraplanners providing Paraplanning support to a small number of IFAs. You will need to have experience with Synaptics, Inteliflow and select a Pensio...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
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Date: 6 May
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Truro, Cornwall
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£80,000 - £120,000 per annum, OTE
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0 applications
An exceptional opportunity working with one of the UK's largest Financial Service companies with advisers working from both offices nationally and from home. Due to massive expansion they are presently looking to recruit a field based Financial Advisers to join their growing team. Duties include advising clients on a range of financial products in their homes and place of work. Lead generation will be provided to ensure high inc...
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 for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
Document Collection Field Agents are sought to join this leading company to work in a 30 mile radius from their own homes across England, Scotland and Wales. The role is to explain and collate documentation for applicants involved in personal injury claims or for those claimants wishing to make PPI claims. The organisation is a specialist company, providing document completion and explanation services to the legal and insurance indu...
The Premier Independent Financial Advisor’s (IFA) role is to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers. This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently treating customers fairly (T...
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. We are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of financial planning ...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
The Company - Our Client is a major financial services Brand, providing financial services solutions to traditionally higher net worth professionals. They have a need for a Diploma level IFA / Financial Planner, to service new and existing clients. Duties and accountabilities - This role will involve marketing the Company's services to new and existing customers. Primarily this will include - Con...
Mortgage Adviser - Truro / Penzance Up to £25k basic A fantastic opportunity has arisen for a mortgage adviser to cover the Truro and Penzance offices of a multi award winning mortgage services company. This would enable the successful applicant to deal with a regular and often high net worth sale and purchase lead source in a professional and supportive environment. Based on a 5 day week Key Points: <br...
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Date: 14 April
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Truro, Cornwall
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£35,000 - £100,000 per annum, OTE
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0 applications
Network members - what good is a high split/low cost option if you aren’t seeing enough clients? If you are struggling to see enough clients then you need to speak to us. Our client is one of the UK’s leading large IFA firms that has consistently won awards and can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true...
Description The Premier Independent Financial Advisor’s (IFA) role is to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers. This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently t...
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension, investment and general insurance products available through our Client's branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles. Key responsibilities will include: - Achieving personal and team’s sales...
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension, investment and general insurance products available through our Client's branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles. Key responsibilities will include: - Achieving personal and team’s sales...
Multi tied Financial Adviser - CAS Status Must be Diploma in Financial Advice Qualified & CAS Status and top 25% performer Basic Salary £33 - £37000 + Bonus OTE £ 65K + Company Car (High Spec Level) + Corporate Package Our Client’s are Leading High Street Banks within the retail banking they are looking to recruit ful...
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Date: 12 April
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Penzance, Cornwall
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£28,000 - £70,000 per annum, inc benefits, OTE
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1 application
A great opportunity has become available to join a very well established and successful Bancassurance company as a Senior Financial Adviser You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is your chance to join one of the leading Building Society Bancassurance companies in the Country This is an All Lead...
Organisation Description My client is a Chartered IFA practice providing specialist independent financial advice throughout Cornwall. Job Description The role is to join an existing team of Paraplanners providing Paraplanning support to a small number of IFAs. Ideally but not essential you will need to have experience with Synaptics, Inte...
