Financial / Sales Consultant (South Coast) Reference - LG06857 We are currently seeking a Financial Consultant to achieve all business objectives and key result areas by building and maintaining professional working relationships with our lead providers and to deliver the most appropriate advice and service to our customers Key Responsibilities 1. To ensure t...
Customer Service team Leader/Outbound - to c £25,000 pa. - Portsmouth As an experienced Team Leader/Manager you wil be at the top of your game and keen to use your knowledge and experience to lead, develop, coach and performance manage this well known branded business. It is essential that you have a background within outbound customer service sales/call centre management and have the energy and drive to lead by ...
Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered ...
Our client is looking for a Corporate Communications Manager to join its Corporate Communications Department and Marketing Division. Role Purpose: To manage the implementation of the corporate communications programme in order to help protect and build the company's reputation internally and externally in the markets it operates in. Key Result Areas and Responsibilities: Develop and execute communication plans that help deliver...
Our client is an established wealth management company with offices throughout the UK. They are seeking an experienced Business Development Manager to support business units and regulated individuals with business planning, sales and performance management. The ideal candidate will have experience of regional management in a regulated sales environment and hold CAS or CSS. You must be a holder of the Level 4 Diploma. This a hig...
Recruit UK Ltd are exclusively working with a whole of Market IFA who are offering a basic salary of 40k - 70k for advisers who have a business plan and established client relationships. They offer a leading x2 salary validation that triggers 50% bonus of all business written (recurring income goes towards yearly target) You don’t need 100’s of clients, what’s more attractive is 'low number of clients high level of investable assets...
Our client is recruiting for a fully CeMap qualified, experienced Mortgage Adviser. You will be based in a Branch, advising clients on mortgages and associated protection products. You will be a team player, building relationships with Cashiers, Personal Bankers, Financial Advisers and Branch Managers. Target driven, you will be rewarded for your success - there is an excellent bonus scheme plus a wide range of benefits....
Customer Service Representative £15,500 - 4 month fixed term contract to start ASAP Our client is currently looking to recruit 8 x Customer Services Representatives for its Pensions Department. Candidates must have basic Pensions knowledge. This position will be held in any of the teams within the Customer Service Division dealing with Pension queries. Key Responsibilities relevant to your area of work: To in...
Ref: A323482IBM Job Title: Office Based Independent Financial Adviser - Southampton Salary: Basic £35,000 - £50,000, OTE £60,000 - £80,000 Overview: An excellent opportunity for an experienced part or fully diploma qualified IFA to join a small IFA practice that has been trading for 10 years but is part of a larger IFA that can trace its root...
Position: Mortgage Advisor Location: Portsmouth Salary: £25,000 plus commission An excellent opportunity has arisen within a leading National Organisation, looking to recruit an experienced Mortgage Advisor within Portsmouth. In this role you will be expected to advise on Mortgages, protection and Personal Lines products across our clients excellent portfolio. In this advisory role you will be working in a sales...
Are you a successful Wealth Manager with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client who is one of the most successful Wealth Management firms in the UK, is lo...
Job Description: A well established finance broker in Southampton are currently seeking life insurance advisors for their very successful, expanding team. - All Leads are really hot as you will contacting customers within minutes of their enquiry - Building a rapport with the customers and taking full details regarding their financial situation - Conducting a credit check on customers - Ma...
We are working with a successful brokerage in Southampton who require an experienced mortgage broker to join their growing team. Job Description An established financial services brokerage specialising in Mortgages, Insurance and Pensions seek an experienced Mortgage Advisor to join their growing team of reputable advisors. With a background in financial services specifically within Mortgages the successful applicant wil...
18 jobs matching this search were posted in the last week
A top mortgage broker based in a prestigious estate agency requires a mortgage advisor to add to their successful team. MORTGAGE ADVISOR JOB SPECIFICATION DETAILS Front line sales person working towards set targets Business Meetings with clients Selling most appropriate mortgage package Attending and taking a pivotal role with the Branch Manager at morning sales meetings Identify...
My client is a large high street bank based in Portsmouth, focused on delivering excellent customer service, we are looking for a Mortgage Adviser. Within the role you will sell mortgages and insurances face to face and over the phone. You will have access to an existing client base but you will also need to go out and win new business. To be considered for this vacancy you MUST have a CeMap Qualification or equivalent, need to be se...
Mortgage Consultant Do you want to work for the UK’s largest and most successful estate agency and property services Group? Are you an experienced Mortgage Consultant or a Sales Person looking for a new career path who is enthusiastic, tenacious and driven with a proven track record in sales and want to rise to a new challenge? Do you have the following qualities? target driven and results orientated <li...
Mortgage Consultant Do you want to work for the UK’s largest and most successful estate agency and property services Group? Are you an experienced Mortgage Consultant or a Sales Person looking for a new career path who is enthusiastic, tenacious and driven with a proven track record in sales and want to rise to a new challenge? Do you have the following qualities? target driven and results orientated <li...
Our client based in Southampton is looking for an experienced Pensions administrator of have good solid financial services experience. This requirement is for an immediate start. ...
Are you a successful, results driven person? Do you have experience within the Financial Services Market? Are you looking for a fast paced, dynamic working environment? Our client is a multi award winning, National Estate Agency chain with an outstanding reputation for customer service. With a network of over 150 branches across the country, the company has risen to become one of the largest and most successful Estate Agency g...
Independent Financial Adviser Southampton Basic To £30,000, OTE £70,000+ My client is one of Hampshire's leading companies with over £200 million funds under management and a turnover that has nearly doubled in the last 5 years. This rapidly growing business has approximately 30 professional introducers assisting you with lead generation and long-ter...
This award-winning reward and benefits solutions provider is looking to recruit a Healthcare & Group Risk Consultant to provide healthcare and group risk benefit expertise to corporate clients and to do so in accordance with the company’s procedures. To contribute, as a member of the Healthcare & Group Risk Benefits team, to the smooth running of the department and the achievement of its objectives. The successful Healthcare & G...
A National IFA practice currently requires an IFA to join their offices in Southampton. The opportunity has arisen due to the acquisition of a HNW Client Bank so there are clients provided although a small transferrable client bank is advantageous. An employed position with an excellent Bonus structure and low threshold shows clear money making potential. You will be supported by a team of Paraplanners and administrators to allow more time ...
Our client, A successful IFA near Southampton is seeking an IFA Administrator to join their team. The role will be supporting paraplanners and advisors including updating their back office system, new business processing, communicating with providers for information, chasing new business to completion, fee reconciliation and compiling letters to both clients and providers. The ideal candidate will have: At least 12 month...
Mortgage Advice Bureau (MAB) are a multi award winning national mortgage broker and network and one of our high quality business partners now require a competent and driven Mortgage Adviser to work within one of their market leading independent Estate Agency practices in BITTERNE, SOUTHAMPTON. There is a strong emphasis on quality & customer service, with fantastic marketing & the <s...
An opportunity has arrisen with my client, a wealth management firm in Portsmout whom are now searching for a Trainee paraplanner/paraplanner with a mix of administration experience and paraplanning experience to join their forward thinking and dedicated team. Responsibilities: Produce clear, technically accurate, compliant and concise reports for clients Able to complete compliant suitability r...
