Client Services and Marketing Associate - Mayfair Asset Manager Based London, W1 Competitive remuneration based on experience. Our client is a privately owned investment company based in Mayfair. They have a small team and in excess of $500m asset under management. Requirements Candidates must have strong Excel and Power Point skills. The role requires a high level of attent...
Protection Adviser / Protection Specialist – HNW Clients An exciting opportunity is available for a Protection Specialist to work from one of London’s leading Mortgage Brokers. You will be responsible for providing specialist and independent protection advice to HNW clients. In depth experience of the protection market is essential, specifically Life, Critical Illness, Income Protection and ASU. Leads are genera...
HNW Mortgage Brokers – London HNW Leads provided Dealing with private finance companies as well as mainstream lenders Monday – Friday working Flexible working Employed or Self Employed packages available Fantastic earning potential - £75K+ OTE...
Experienced T&C professional required for an IFA practice based in Chelmsford. The role will support a number of well-experienced Financial Advisers and will involve a wide variety of duties. They want someone with a strong technical background who will be responsible for reviewing client files, conducting 1 to 1s and being responsible for the training and development needs of each IFA. The right person will not "tick boxes" b...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
Salary range £60k - £80k plus bonus Principal Responsibilities: To maintain and build on existing corporate book and drive additional sales pre and post RDR. The role will be income generating and will drive greater fund flow from new corporate client wins. (Targetting to be agreed). Drive local sales initiatives as per Corporate Division business plan and budget objectives. Clients are ...
(For our other vacancies visit www.platinumconsultancy.co.uk) Salary range is £24k - £31k plus bonus and benefits. The Mortgage and Protection Manager role within the branch network is to establish and grow the Mortgage and Protection business. You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in li...
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Date: 10 May
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Bristol, Avon
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£40,000 - £65,000 per annum
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6 applications
Our client, an innovative Financial Services Group, are keen to achieve further growth within their business and are keen to attract a skilled and experienced Business Development and Relationship Management professional with knowledge of the WRAP and IFA market to build their presence within the South West and Wales. You will be responsible for developing new business opportunities by identifying suitable clients and building relati...
Chartered Financial Consultant - Altrincham Our client is an award winning Chartered Financial Planning organisation with branches through the UK. They are currently recruiting for a Chartered Financial Planner for their Altrincham branch, this is an excellent and rare opportunity with plenty of scope for career advancement with a business at the top of its game What they are looking for... <...
Compliance Officer - Insurance - £50,000 A growing Insurance organisation is looking for a Compliance Generalist and Monitoring Professional to join their team based West Sussex. Successful candidates will be rewarded with opportunities for progression and a salary up to £50,000 plus benefits. The Compliance Officer will be responsible for monitoring compliance with the Financial Conduct Authority (FCA) and sha...
Head of Development (Pre-paid experience essential) £55,000-£60,000 Timothy James Consulting are looking for a forward thinking and dedicated Head of Development, who is not afraid to be "hands on" in their approach. The organisation are in a period of investment and growth, presenting a real and genuine opportunity for the right person to build a successful team around them and join their senior management...
427 jobs matching this search were posted in the last week
Are you a skilled Paraplanning and Technical specialist who is looking to develop their managerial skills? This rapidly expanding IFA firm seeks to recruit a skilled Paraplanning & Technical Manager to join their practice to ensure that the Financial Planners receive a first class service. Your role will be to lead the Paraplanning team and work closely with the Financial Planning Director to ensure that an accurate and wel...
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Date: 5 days ago
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Bristol, Avon
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£40,000 - £50,000 per annum, negotiable
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3 applications
Wishlist Recruitment is looking for a Cash & Reconciliations Manager for a brand new role within a fast-growing Investments company. Applicants should demonstrate a considerable depth of Cash Reconciliations knowledge and have solid exposure to Client Money Regulations (CASS) . Applicants must also have a depth of Financial Services sector experience and those with ...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The client offer a full dedicated PA with full admin backup and market leading commissions If you are a self starter even if you are only part quali...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The client offer a full dedicated PA with full admin backup and market leading commissions If you are a self starter even if you are only part quali...
We are pleased to be working with this leading fee based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of HNW, UHNW and corporate clients. We seek a candidate who is Chartered and has strong technical knowledge to incl...
We are pleased to be working with this leading fee based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of HNW, UHNW and corporate clients. We seek a candidate who is Chartered and has strong technical knowledge to incl...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The client offer a full dedicated PA with full admin backup and market leading commissions If you are a self starter even if you are only part quali...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The Geneva office does have some clients to contact and the company offer a full dedicated PA with full admin backup and market leading commissions ...
This leading provider in its field is seeking to recruit a business development person to support its next strategic step in working with other financial institutions. Leading from the front you will establish relationships with the strategically identified institutions and then manage and develop those relationships to support the growth of distribution through them. To develop an understanding of the drivers and constraints with e...
Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position as a leading player in the wealth management arena, our client is looking attract a positive and proactive advisors who is looking for a Wealth Management role where you will be advising high calibre individuals. If you are seeking a rewarding role within an established and ambitious organisati...
The role is to identify and build commercially viable relationships with potential Affinity partners for this thriving life company. Working as part of a close knit team using your contacts in the market you will help identify potential affinity partners to create additional channels for the financial services products. Engaging with relevant decision makers to create partnerships and to manage the partnerships thereafter. Y...
Are you an accomplished Business Development professional with a proven track record of generating new income streams? Do you have expertise within the Asset management market allied to in depth knowledge of the Investment market? If so, an exciting opportunity awaits. Due to continued growth and success, this highly professional Asset Management firm seeks to recruit a successful Business Development Manager to build new business st...
