A boutique firm of Independent Financial Advisers based in Trowbridge is looking to recruit an additional administrator to their team. The role is to provide financial planning and administrative support to the Financial Planning Consultants and Paraplanners of the firm. You will be a key team member who develops strong technical knowledge and skills that become indispensable to the Financial Planning team, and someone who works enthusiasti...
Our client, a renowned boutique Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their team in Trowbridge. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client nee...
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Date: 4 days ago
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Bath, Somerset
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£35,000 - £70,000 per annum, OTE
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2 applications
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 ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
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Date: 15 May
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Bath, Somerset
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£40,000 - £50,000 per annum
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2 applications
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
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Date: 14 May
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Bath, Somerset
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£19,000 - £23,000 per annum
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4 applications
Are you an intelligent and focused individual who wants to develop your career within the Financial Services sector? If you possess previous SIPPs/Investments experience with a proactive and positive approach, this opportunity could be exactly what you are looking for. This company is highly sought after in terms of staff training, support structure & development opportunities. The organisation has grown to become a leading...
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Date: 14 May
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Bath, Somerset
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£42,000 - £50,000 per annum
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2 applications
Wishlist is seeking an experienced and target orientated Financial Services Professional for a newly instructed Service Delivery Manager vacancy. This is great opportunity for someone wanting to join an exciting company which offers exceptional development prospects at a time of consistent and ongoing expansion. This is a pivotal role within a high performing organisation and it is vital that the post holder is adaptable to cha...
Mortgage Adviser - Chippenham Up to £24k basic A Mortgage Adviser is required to work in High Wycombe for the financial arm of one of the UK’s most prominent estate agencies. Working in this busy branch, successful applicants will enjoy a fast paced and lively environment and a rewarding commission structure as well as a comfortable basic. Key Points: Excellent Leads Provided Good Commi...
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Date: 14 May
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Bath, Somerset
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£24,000 - £29,000 per annum
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0 applications
Wishlist has been instructed on a newly created position working with a successful and expanding Financial Services organisation. Our client is looking for someone with a depth of current legislative pensions knowledge who will proactively highlight issues impacting on the system and process performance and who will contribute to making ongoing improvement solutions. This person will act as the in-house expert; making an impact on t...
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Date: 14 May
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Bath, Somerset
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£20,000 - £25,000 per annum
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4 applications
Wishlist is assisting an award winning Investment Company with the recruitment of a Client Services Executive to join their expanding team in Bath. This person will play a proactive part in shaping the business and adding real value to the team. Our client is looking for a strong communicator with a professional and organised approach. It's crucial that you demonstrate exceptional interpersonal and influencing skills. You shou...
£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 leading and highly professional IFA based in prestigious Bath offices is now seeking to recruit an equally professional individual to augment their team of Independent Financial Advisors. This is a rare opportunity for someone to get involved at an early stage in the organisation and has arisen due to a significant rise in business, largely sourced from their associated Chartered Accountancy division. Any individual joining this team will...
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Date: 5 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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0 applications
Organisation Description Company My client are well known Chartered Financial Planners in the city centre of Bath, who are seeking a Technical Administrator to join their team. Objective To provide administrative and some technical support to consultants in the fields of pensions, investment and protection. Professional Development ...
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Date: 5 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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0 applications
Organisation Description Company My client are well known Chartered Financial Planners in the city centre of Bath, who are seeking a Technical Administrator to join their team. Objective To provide administrative and some technical support to consultants in the fields of pensions, investment and protection. Professional Development ...
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Date: 5 days ago
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Bath, Somerset
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£40,000 - £45,000 per annum
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2 applications
Our client operates at the forefront of service and technology innovation within the investment arena and is increasing FUM month on month. This exciting opportunity now exists for an experienced Financial Services or Wrap Professional to take on the running of very varied project and implementation work. We are looking for a Project Manager, with scrum knowledge and financial services experience for this rapidly growing firm. As Pro...
Our client, one of the UK’s leading firms of Investment Managers, who provide their clients with a bespoke highly personal service, is recruiting an Investment Assistant to join their Bath office. The company benefits from a strong and dedicated Research department who are equipped with the latest technology and analytical systems to assist their overall strategy and equip their Investment Managers with vital recommendations, ensuring they ...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
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Date: 5 days ago
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Bath, Somerset
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£40,000 - £50,000 per annum
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2 applications
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
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Date: 5 days ago
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Bath, Somerset
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£40,000 - £50,000 per annum
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2 applications
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses(OTE £70K-£80K) Our client is a highly respected wealth manager and FTSE 250 company providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to ...
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Date: 14 May
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Bath, Somerset
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£30,000 - £80,000 per annum, OTE
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6 applications
Organisation Description Our client, a reputable, rapidly expanding firm of IFAs in central Bath, has a couple of vacancies for employed or self-employed IFAs to come on board and provide holistic advice to its numerous private and corporate clients. The groups specialisms include actuarial, group pensions & employee benefits. Job Description The company was formed a decade a...
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Date: 14 May
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Bath, Somerset
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£25,000 - £45,000 per annum, OTE
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5 applications
Organisation Description My client, an established insurance firm and IFA, is looking to develop its rapidly-expanding sales team in the south west, as it aims to consolidate and enhance its reputation as a market leader. With vacancies in Bristol, Bath, Cardiff and Cheltenham, the company has a strong commitment to service, and is looking for fully qualified advisers to help move the business forward. <br...
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Date: 6 days ago
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Bath, Somerset
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£35,000 - £65,000 per annum
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3 applications
Organisation Description Our client, a leading provider of HNW financial advice, is looking for an experienced IFA in its Bath office to come in and offer holistic financial advice to new and existing clients across the area. Job Description This high profile role entails providing corporate and personal clients with financial planning, investment, pension and pr...
Organisation Description My client is a successful Mortgage and Property sales firm. The company’s aim is to provide the best and most impartial advice available. Due to business growth my client is looking for a fully CeMap qualified (or equivalent) successful Mortgage Advisor to join their sales team. Job Description You will be based within the companies flagship C...
Organisation Description My client is a successful Mortgage and Property sales firm. The company’s aim is to provide the best and most impartial advice available. Due to business growth my client is looking for a fully CeMap qualified (or equivalent) successful Mortgage Advisor to join their sales team. Job Description You will be based within the companies flagship C...
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Date: 6 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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3 applications
Role: Technical Administrator Location: Bath Salary: £20,000 - £25,000 doe We have pleasure in sourcing a Technical Administrator for our client, a Chartered Financial Planner based in the Roman City of Bath. You will provide support for the Consultants across a broad range of Financial Products including Pensions, Investments and Protect...
