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...
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 ...
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...
£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 ...
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...
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...
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...
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...
Trainee Mortgage Advisors - Chippenham, Wiltshire £14-£15k basic plus commission Our client, a multi award winning national estate agency chain, is seeking to recruit Trainee Mortgage Advisors to join their dynamic team in Chippenham. This is an ideal opportunity for a lively and energetic person to embark on a new and exciting career within the mortgage sector. The successful candidate will be fully...
Organisation Description My established client in Trowbridge are looking for a Claims Team Manager to join them on a permanent basis. Job Description The role will involve managing a team who take responsibility for validating and submitting financial claims and preparing data for contracts. You will ensure that claims are submitted to tight deadlines and that all procedures are ...
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 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...
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...
My client a leading boutique IFA in the South West is looking to recruit a paraplanner to join their busy team. As a result of an increased workload the firm now seek a self motivated and experienced Para Planner to support the senior management team and their clients. Key responsibilities include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planni...
My client a leading boutique IFA in the South West is looking to recruit an administrator to join their busy and expanding team. This role will involve supporting the paraplanners and will include the following: Setting up and maintaining client files Contacting product providers for clients’ policy information Preparing files for clients’ meetings Submitting applications for product providers and ...
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...
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...
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 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...
