Experienced Office Manager, with extensive Financial Services experience, sought by this small IFA practice based in South Wirral. Accountancy linked IFA firm looking for an Office Manager to undertake a range of important business tasks. The role will involve supervising and managing all back office functions and staff, managing, recruiting and training (when necessary) and motivating back office team and providing sales suppo...
£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 ...
Sales Support Administrator - Wirral - £14k-£18k Our client is a leading IFA Practice located on the Wirral Due to a period of growth within the company they are now seeking a Sales Support Administrator. The company specialises in IHT, Investment and Pensions advice so experience of any of these areas would be advantageous. Your main duties will be: Assist the IFA with day t...
Financial Consultant - Covering Wirral/Chester & North Wales - £30k-£39k Basic,Uncapped Bonus, Company Car,Pension. An excellent opportunity has arisen to join this leading, well established mutual company. You'll be working as a Multi-Tied Financial Adviser to a large portfolio of mainly high net worth. The objective of the role is to provide advice and recommendations to both new and existing custome...
IFA Administrator - Merseyside - Salary: £15,000 - £19,000 An excellent opportunity has arisen to join this reputable IFA Practice in Merseyside. The job involves supporting a team of advisors and will be responsible for the administration of a range of Pensions, Investments and Life policies. Job Responsibilities: Provide administration support to consultants and paraplanners. <br...
Basic Salary £40,000. (OTE £80,000) A new and exciting opportunity exits for an experienced Level 4, Diploma Qualified Financial Adviser with either a bancassurance or IFA background, to join this award winning, leading Financial Services company. Leads and support are provided to help you build your client bank and you would be providing holistic advice from an extensive product range, to High Net Wo...
Paraplanner - Merseyside Salary £20k-£25k - depending on experience A specialist IFA Practice are looking to expand their support team with the addition of a Paraplanner. They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review and be able to identi...
Pensions Administrator - Wirral, Merseyside - £16k - £ 18k A Pensions Specialist located on the Wirral in Merseyside seek a Pensions Administrator to join their expanding workforce. This career opportunity has been created due to a constant yearly growth. Working mainly within Personal Pensions your duties will include: Managing existing SSAS clients and you will be responsible for trustee meetings and new...
Financial Consultant (Salaried) Theis client is one of the UK's longest and well established UK life company's, offering a wide range of financial products to their core market and affinity connections. Fully RDR ready with a robust business model, they provid tailored financial advice, products and services to clients of their corporate/affinity connections, of professional/HNW clients. The su...
Organisation Description My client is a long established IFA firm based in the South Wirral/Cheshire area, seeking to appoint a Practice Manager/Office Manager to join their successful team of IFAs and Paraplanners/Administrators. This firm conducts a wide range of Life, Pensions & Investment business for individuals and corporate clients. Job Description The postholder will...
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...
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Date: 8 May
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Wirral, Merseyside
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£32,000 - £100,000 per annum, negotiable, OTE
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1 application
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 recruiting for a Financial Consultant vacancy within the Lawyers segment and would like to hear from top performing financial advisors or mortgage advisors. We offer...
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 recruiting for a Financial Consultant vacancy within the Dentists segment and would like to hear from top performing financial advisors and mortgage advisors. Our C...
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 currently or have recently held CAS and who hold Level 4 Diploma. You must have a proven track record...
Sequence are one of the leading Estate Agency chains with over 290 branches throughout the UK. We are offering fantastic opportunities to the right person, who has the desire to progress to the top of their career with uncapped earning potential, to join our rapidly expanding mortgage services. If you are looking for a long term career in mortgage services this job would be ideal for you. You will have excellent numeracy...
Our client is a leading Pensions company located in Cheshire. They are currently recruiting for experienced SIPP and SSAS administrators to join their team. Applicants will ideally come from a Pensions Administration background or from within an IFA arena working within Pensions as either a Para Planner or IFA Pensions Consultant. Main Duties: Dealing with clients, IFAs, banks, investm...
Our Client is recruiting for a Senior Pensions Administrator to join their expanding team. You will be working as part of a team providing an excellent customer service administering registered pension schemes to the standards required by the company and regulator embracing all principles of PRIDE. Providing support both to Team Supervisor and less experienced members of the team. Skills: IT liter...
Our Client is looking for an experienced Pensions Administrator to join their expanding office. You will be working as part of a team providing an excellent customer service administering registered pension schemes to the standards required by the company and regulator embracing all principles of PRIDE. Skills: IT literate Microsoft Office and Exchange Organisational/Time Management Skills Com...
Our client is one of the North West's most succesful Financial Advisory firms with an outstanding reputation in the industry. Due to recent expansion in the team and 2 new IFA consultants joining they are now looking for an experienced Paraplanner to join their team Applicants will be expected to provide daily support to your own team of IFA's/Paraplanners and manage the teams workloads. The company offers state of...
Pensions Manager - £24k-£28k - Merseyside. Pensions Manager required to manage a team of 4 Pensions Administrators. This is a huge opportunity to move to the next level for someone with supervisory and sipps/ssas experience. You will also become a decision maker within the business to push company to the next level. The successful candidate must have SIPPS/SSAS experience and worked within a supervisory role .</...
Financial Consultant - Cheshire - £30k-£37k basic,uncapped bonus,car,pension and benefits. An excellent opportunity has arisen to join this leading, well established mutual company. You'll be work as a Multi-Tied Financial Adviser to a large portfolio of mainly high net worth but also high net worth clients. The objective of the role is to provide advice and recommendations to both new and existing customers. <br...
Mortgage Advisor - Merseyside - £17k - £20k Basic + Excellent Bonus. Well established estate agency who have branches throughout the North West require a Mortgage Advisor to cover their Wirral branches due to the huge success in the company. Your role will be taking the mortgage from start to completion. This role offers huge job satisfaction . Also in return you will receive a fantastic salary and bonuses. You...
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Date: 5 August 2011
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Flint, Clwyd
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£18,000 - £23,000 per annum
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23 applications
Paraplanner - £18k-£23k - Cheshire Chester based IFA Practice require a Paraplanner to join their successful team. Your duties will be to work alongside the Financial Advisors to administer their business tasks, Report writing, reason why letters, researching and recommendation letters and liaise with clients and companies with updates. You must have experience of working within an IFA practice. The successf...
Financial Advisor - £25k - £30k + Bonus - Wirral An opportunity has arisen with our client, a major reputable Financial Services Organisation, as whole of market Financial Adviser based on the Wirral. The successful adviser will provide advice and recommendations to both new and existing clients. Our client offers a basic of between £25000 up to £30,000 with OTE in the £50-60k area. ...
Paraplanner - £17k-£20k - Wirral. Established IFA practice based on the Wirral require a Paraplanner to join successful team. You will be specialising with investments and be working with ISA,PEPS,Unit Trusts and Bonds. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insurance co...
