One of the UK's largest accountancy firms is seeking a graduate to become a Tax Associate in their Southampton office, working in their Private Client Tax department. The ideal candidate for this Tax Associate role must be a graduate with a 2:1 or above to meet the firms high expectations of academic achievement, with an active interest in a career in tax. Our Southampton based client is a prestigious international business...
An exciting opportunity has arisen for a Paraplanner to join an established Wealth Management company based in Hampshire. This role would suit an experienced qualified Paraplanner who is looking to join a group where you could develop into an Adviser. The role will sit within the team of professional advisors who provide a wide variety of financial planning products and advice from wealth creation to asset protection for both h...
The role can be developed to suit an appropriate individual either at Tax Senior or Manager level, offering the opportunity for promotion within the Department . This mixed potion could include the opportunity to work on developing new services to clients and will include a real breadth of challenge. The ideal candidate will have a mixed tax background, ideally from a practice environment however candidates with strong specialisation...
Mortgage Advisor / Mortgage Adviser - Estate Agency Financial Services Calling all TOP PERFORMERS Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads as well as self-generating your own in a fast paced Estate Agency environment? Basing in one office, you will be responsible for covering an area of 4+ branches, fo...
General Profile: Working for a large financial services client, you will have strong administration skills at senior level within this business sector. Role Purpose: To work with the Head of Sales and UK Sales & Distribution Leadership team. To efficiently coordinate and administer relevant processes and procedures. Key Result Areas and Responsibilities: Development and maint...
GREAT OPPORTUNITY, GREAT BRAND, GREAT REWARDS Would you like to be part of an organisation with a strong brand, market leading proposition and extensive growth plans? It can be a difficult decision to become self employed, how would you feel if you were in charge of your own destiny with the support of an experienced team surrounding you and providing you with industry, administrative and marketing day to day support. Ou...
Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular evening work. Existing client base and all administration / compliance support will be provided. Previous sales experience is r...
Our client, one of the UK’s leading mortgage brokers specialising with the new build sector, is currently looking to recruit several experienced Mortgage Advisor’s to join their growing team. Candidates will be required to visit clients generated from pre-qualified leads and sell a range of mortgage and protection products. The role is primarily field based so candidates need to be self motivated and able to develop relationships with...
The primary responsibility of this Southampton based Tax Executive is to process and review tax returns for a portfolio of clients. More specifically, this will involve: - Taking ownership and management of a client portfolio and builds good rapport with the client and offering high levels of customer service. - Client relationship management; predominately over the telephone and where appropriate in face to face con...
Working within an existing team of copywriters, the investment writer will be tasked with creating attractive and engaging copy for their customers The investment writer will be producing content for all marketing projects, be it brochures, web copy, adverts, but all geared towards the advisor facing, consumer side of the piece. You will be expected to produce copy which is easy to read and digest, all the while complying with ...
My client, an award winning Benefits and rewards provider, are seeking a Senior Sales Consultant to join their expending team on the South Coast. The Role The primary responsibility of the Senior Sales Consultant role is to enable, drive and execute against the company's high growth ambitions. This will involve developing your own talent pipeline and also following up on leads provided by the Sales Executives. Drive bus...
Our client is a professional, holistic IFA brokerage delivering a professional and specialised service to individuals and businesses throughout the South of England. Due to the acquisition of a business, a vacancy exists for an established IFA with a proven track record to come on board and join the successful team. All leads and a small, active client bank will be provided via the acquisition and hence is a fantastic business opportunity f...
Self Employed Mortgage Broker – Leads Provided - Southampton Uplift on own business. Funding provided whilst pipeline is building. Whole or market on mortgage / multi tie on protection Compliance / Administration support provided Uncapped OTE Mortgage Broker, Mortgage Consultant, Mortgage Adviser, CeMAP, MAQ, CF6, Protection, Life, Critical Illness...
21 jobs matching this search were posted in the last week
My client, an award winning Benefits and rewards provider, are seeking a Senior Implementation Consultant to join their expending team on the South Coast. The Role Own the overall Project Management Plan: plans, project initiation document, maintaining actions/issues/risk logs, CRs. Ensure that projects are delivered to a high standard and that key milestones are met to enable a smooth implementation. To provi...
My client, an award winning Benefits and rewards provider, are seeking a Project Manager to join their expending team on the South Coast. The Role Own and effectively manage the Project Management Plan: plans, project initiation document, maintaining actions/issues/risk logs, CRs Production of project documentation such as Project Review Report Board level stakeholder engagement during the project throug...
Financial Services / Investment Administrator - Wealth Management Consultancy Fareham - £21,000 + Package Our client a well established Investment Management Group who specialise in the management of HNW and UHNW Private Wealth Funds are seeking a bright self motivated individual to join there Investment Management support team in the Fareham Office. This key position will involve managing client enquiries and adm...
DO YOU HAVE MORTGAGE EXPERIENCE AND WANT A NEW CHALLENGE? ARE YOU SALES DRIVEN AND WANT TO WORK FOR A LEADING BRAND? LSL Property Services, a leading plc within the property sector, has a number of major businesses under its umbrella and is one of the most innovative and award winning property service providers. With estate agency brands such as Your Move, Reeds Rains & Intercounty, survey...
Paraplanner Southampton Basic To £35,000 Seldom does an opportunity come along offering a role with a successful organisation like this. This firm has generated a £2 million turnover per annum with £750,000 renewal income. They are well established having being around for over 30 years with proven expansion. The business also has a solid...
The primary responsibility of this Portsmouth based Management Accountant is to prepare the financial statements (management accounts / forecasts / budgets) and to support the business operational teams / Finance Manager with appropriate financial information. More specifically, they will: - Prepare the monthly management accounts and project review data in line with agreed business timetables. - Provide data (as appropriat...
Through significant organic growth Michael Page Finance and Page Personnel Finance are looking to increase their Consultant and Manager resources across Hampshire and Dorset, based from their Southampton office. This Sales Executive role will have responsibility for managing a portfolio of clients, establishing new business through networking and active business development; while developing a local market knowledge and specialist kno...
Barclay Meade Finance & Accountancy have a fantastic opportunity for an experienced Audit or Compliance Analyst to join their progressive, dynamic and forward thinking Insurance Business in Southampton. The successful candidate will assist the Compliance Manager and undertake compliance reviews of third party providers ensuring that the regulatory and reputational risk to the business is managed. You will be the main contact in ma...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
Due to expansion, a successful and well established IFA practice is currently looking for a Report Writer to join their busy office near Eastleigh. You will be responsible for writing suitability reports and overseeing new business processing. There will also be lots of client interaction in the role, following up on recommendations and arranging meetings etc. The successful applicant must have experience in an IFA environment and any progr...
Mortgage Consultant Based in Fareham Fulltime, Permanent Salary: £18,000-£20000 plus Bonus Must Be CEMAP Qualified Essential Skills As a Mortgage consultant you will need experience of liasing with clients and lenders for a variety mainstream and specialist markets and a good working knowledge of the whole process from application through to offer and completion. You sho...
A top financial services broker in Southampton are currently seeking new life insurance advisors to add to their successful team. A background in insurance or retail banking would be ideal as they are currently seeking candidates with exceptional customer service skills, as well as a proven record in sales. The Role This role will involve taking incoming and making calls to give Quotations and Sell a range of Li...
