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...
Job Description To work as part of a team providing an accurate, reliable and high standard of administration service for defined / complex member events. You will report to the Administration Service Manager. •Perform complex pensions calculations, enter pensions data and answer complex inquiries to the required standard using automated and non-automated manual/system processes across a wide range o...
A position has arisen for two experienced paraplanner to join this very well respected Chartered Financial Planning business. At the moment the role, package etc is flexible and can be moulded to the individuals skills, experience and qualifications. A brief outline of the duties will include: - Obtaining information and quotations to enable you to research the clients' needs prior to recommendations. - Processing n...
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...
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...
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...
A challenging and fast moving role now exists within Client Management division of this global leading financial organization. This specific areas provides a full range of services to clients in connection with running defined contribution pension schemes and is further responsible for the overall relationship with DC pension scheme clients’ and their consultants. This is an interesting and varied role where no two days are the...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
My client is a global leading and highly regarded financial services organisation who are now seeking a number of Pension Associates. You will join an established team that is responsible for providing a bespoke service to all pension members, IFAs and selected administrators, in relation to the administration and servicing of pension scheme arrangements etc. This will include researching and providing up-to-date information...
A challenging and progressive role now exists for an Auto-Enrolment Delivery Manager within this global leading organization This is a varied role, where you will be responsible for ensuring that new Pension Plans are established to agreed timescales. This will include establishing and maintaining a project file(s), managing the initial review and analysis of the pension product, undertaking meetings with the client(s) and further ...
This award-winning client is rapidly expanding its activities and is looking for committed people to join their team specialising in servicing the needs of one very large client. The Role The position offers great scope for innovation and a fast track career development is available for forward thinking individuals. You must have 2 years Defined Benefit experience and strong knowledge of current Pensions legislation. You will b...
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Date: 4 days ago
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Caterham, Surrey
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£18,000 - £50,000 per annum, OTE
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0 applications
Mortgage Advisor Caterham / Mortgage Adviser Caterham Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads in a fast paced, busy and extremely successful Estate Agency office? Does your current role limit your true potential? The role is suitable for an ambitious CeMAP qualified or similar...
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Date: 4 days ago
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Chelsea, London
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£20,000 - £30,000 per annum
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5 applications
Our client, one of the UK’s largest and leading Banking Organisations, currently requires several Mortgage Advisor’s to add to their teams around the UK due to expansion and increases in business volumes since the start of the year. Candidates will be required to provide mortgage advice to new and existing clients in some of our clients busiest offices. Working closely with colleagues within the branches you will be dealing with ...
Independent Mortgage Adviser - Streatham/Southfields £24K basic package £50 – £60K OTE Excellent commission splits Our client is a leading financial services company who prides itself on offering clients expert mortgage advice, whether you are buying your first home, moving, remortgaging or considering a buy-to-let investment property. This is a fantastic opportunity for a qualified ...
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Date: 18 May
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Reigate, Surrey
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£15,000 - £25,000 per annum, negotiable
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6 applications
Telephone Business Development Manager (Protection) £25K Basic £50K OTE The protection arm of an award winning, leading UK insurance provider are looking for a telephone account manager to join their successful team Duties: Sales: To secure sales from the allocated panel of IFAs. To develop ideas and support material for engaging with IFAs, including sales ideas to help ...
Mortgage Broker - Fulham / Putney Are you struggling to earn enough from your client bank, or possibly not getting the support needed from your current Network or employer? Our client is one of the UK's leading award winning independent mortgage brokers. Despite the economic downturn they continue to expand the business by securing new contracts with local introducers. Their main focus is geared to support lead gene...
Insurance Customer Services Administrator(s) £18,000-£20,000 + excellent benefits. With several positions on offer, applications from a variety of backgrounds can be considered - Life Assurance, Pensions, Income Protection, Mortgage admin/customer services, Consumer finance, Personal Accident. This team responds to a high volume of enquiries, ensuring that customers are able to maximise 'self service' facili...
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Date: 5 days ago
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Chelsea, London
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£25,000 - £65,000 per annum
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9 applications
We require a high quality, experienced Mortgage & Protection Adviser to work with one of our market leading, premier mortgage estate agency businesses in the CHELSEA area due to continued expansion & growth, which speaks volumes in this market They are one of the most successful estate agencies in their area at this time and you can expect fantastic...
Pension & Annuity Administrator up to £22,000, benefits, 25 days holiday Reigate, Surrey A great opportunity has become available for someone with pensions and annuity experience to join a great company based in Reigate. The Pension & Annuity Administrator's main duties and responsibilities will be to: • Carry out the day to day pension administration, make outbound calls • Process pen...
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Date: 14 May
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Epsom, Surrey
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£45,000 - £60,000 per annum
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5 applications
This is a great opportunity for either a Qualified Statistician or a graduate with a 1st class degree in a subject with a high statistical content to join a household name in financial services. Our client provides life, pensions, investment and��mortgage products and whilst in operation for over 100 years, they still strive to better themselves and keep ahead of the competition, recently being recognised for their IT/Web s...
ETF Operations Manager needed for a FTSE 100 Company, Shareholder Services We are one of the largest British companies in the world and are proud to be the number one provider of business process outsourcing in the UK. We provide highly renowned services and solutions to a variety of sectors and due to our consistent expansion, we require an Operations Manager to work within our Shareholder Services division. We are...
Our client is a leading financial services product provider. They have an opening for a proven administrator to provide full support to their Sales team. A great role with many aspects to it, a great opportunity to learn and progress. Previous experience within financial services is required, in particular life protection, or insurance. For a full job specification please apply online. ...
This is a exciting opportunity to join a leading organisation as a Pensions Projects Team Leader The Role As a Pensions Projects Team Leader you will be responsible for: Monthly rolling schedule of objectives including weekly team reviews, developing skills within the team and managing workload Looking after a team of circa 7 people Assist with the management of DC Transitions within the DC Dealing Proje...
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Date: 5 days ago
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Redhill, Surrey
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£24,000 - £28,000 per annum
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0 applications
A respected Financial Services organisation with a large team in Surrey are actively seeking a number of experienced Team Leaders/Supervisors to provide an agreed customer administration, telephony and underwriting service proposition for a range of financial products. To manage and supervise the Administrative Support Services function within Service Delivery, meeting business targets, customer expectations and qualit...
Our client is looking for an experienced paraplanner for their Chartered FP IFA practice. Ideally they are looking for someone with a CII Diploma or equivalent, but they will consider an experienced paraplanner who looking to become chartered You will need experience of completing research and reports for investment and pension scenarios, particularly for their more mature and high net worth clie...
