IFA Sales Support - £18k-£20k - Preston. IFA practice based in Preston require an IFA Sales Support Administrator to undertake back office support for the IFA who is also the Director of the business. Your role will be to provide back office support for the Financial Advisor which includes being point of contact for clients and providers regarding enquiries and processing. You will be dealing with diary managemen...
OTE: £60 – 80k Established, Award winning Mortgage Brokerage is now seeking capable, confident; pro active mortgage and protection specialists to join their expanding team. Become part of an Elite Mortgage Group. The Role Whole of Market & Directly Authorised Brokerage Realistic first year earnings of £60 - £80k <stro...
Manpower are currently working with one of the North Wests leading financial services companies for the recruitment of qualified Mortgage Advisors to work within a successful equity release team. You will ideally be CeMAP / MAQ qualified. This is a fantastic company with very good prospects for the future. The main purpose of the job is to achieve sales of equity release, by direct approach and professional advice, following scheduled app...
JohnstonGreer has been retained by a very high quality, long established and RDR-ready broker, based in the Northwest, to recruit an additional Consultant to join the team. The successful candidate will inherit a client bank which produced in excess of £200,000 last year based on new business and trail. You will be responsible for servicing and developing this client bank which is predominantly private client. You wil...
CHARTERED IFA PRACTICE- PRESTON TRAIL AND CLIENTS PROVIDED UP TO £40k SALARY WITH BONUS POTENTIAL AND CAR ALLOWANCE An opportunity has arisen to join a Chartered IFA practice in their Preston office. With an aggressive acquisition programme they are in talks with several high profile IFA practices in the region to continue to grow their FUM and presence in the region. The successful applic...
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Date: 2 days ago
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Preston, Lancashire
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£14,000 - £25,000 per annum, inc benefits, OTE
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6 applications
A fantastic opportunity to join our existing sales team is now available. Finance Advise Bureau is a leading Debt Solutions specialist and we have significant growth plans for 2012. Recognising the valuable role our staff will play in achieving this growth, we are looking for experienced call centre telesales agents to join our successful lead generation team. As a call centre telesales agent you will be generating new...
Paraplanner - Preston, Lancashire - £16k-£22k . Paraplanner vacancy has arisen within a reputable IFA Practice based in Preston, Lancashire. Your role will be to provide Technical support to 3 Advisors within the practice. 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...
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 hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a pr...
Organisation Description Building Society group with other 30 sites who are currently expanding. My client aim to be the natural choice for financial services for people who live in the communities that they serve. To help them to achieve this they put members’ interests first in everything they do, from providing a wide range of great products to improving service and value. Job Descri...
Our clients are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Currently, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the company w...
Our clients are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Currently, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the company w...
Our clients are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Currently, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the company w...
Our client is a well established National business specialising in looking after the Professionals market This is a home based role looking for Part or full Diploma qualified advisers All training given You will inherit a client base of professionals and be expected to generate business from carrying out reviews and adding to your portfolio. In addition you will get involved in Seminar and Presentation work to gain furth...
Our clients are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Currently, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the com...
Our clients are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Currently, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the com...
Our clients are the largest independent financial advisers specialising in the equity release market place. To date, they have helped many thousands of retired homeowners improve their retirement through more effective financial planning. Currently, they only advise on Equity Release products but look for other opportunities such as annuities, protection, wills, home and travel insurance for the over 55 age group. Since the c...
Accounts Payable Assistant / Purchase Ledger / Accounts Assistant Blackpool, Commutable from Preston, Fleetwood, Lancaster Circa £25,000 Our client provides industry-leading services and solutions to the motor insurance sector and they currently have an opportunity for an Accounts Payable Assistant to join their finance team in Blackpool offering a salary circa £25,000. The key re...
One of the Worlds top banks is looking for an experienced Bancassurance Financial Services Manager to join their team. and run their Fylde region Fully Qualified & CAS · Highly committed team player · Wide knowledge of sales force management issues · Knowledge of current regulatory & technical criteria · Evidence of self development · Great track record of enhancing their teams perf...
As an Area Financial Planning Manager you will lead a team of Financial Planning Advisers within a specific geographical area. You will create the Sales, Values and Business Principles culture by providing coaching, guidance, technical expertise and regulatory supervision. You will work with the Key Stakeholders within your region to maximise sales opportunities whilst delivering superior service to customers. You will be ...
Our client is a well respected and top performing high street bank and they have a fantastic opportunity to recruit a Regional Bancassurance manager. You will manage and lead the financial advisors and client relationship manager’s team to acquire, retain and grow customer relationships that meet the goals of the business Key accountabilities, ensuring that customer’s needs are met and feedback is encouraged to analyse, design and im...
Our prestigious client in Preston have a vacancy for a German speaking account manager. You will represent the clients portfolio of blue clip clients securing the resolution of outstanding balances through direct contact with customers over the telephone. The role encompasses the full resolution process from start to finish as you will be tracing debtors, establishing contact, managing accounts, inbound/outb...
Our prestigious client in Preston have a vacancy for a Spanish / Portuguese speaking account manager. You will represent the clients portfolio of blue clip clients securing the resolution of outstanding balances through direct contact with customers over the telephone. The role encompasses the full resolution process from start to finish as you will be tracing debtors, establishing contact, managing accounts, inb...
Our prestigious client in Preston have a vacancy for a French speaking account manager. You will represent their portfolio of blue clip clients securing the resolution of outstanding balances through direct contact with customers over the telephone. The role encompasses the full resolution process from start to finish as you will be tracing debtors, establishing contact, managing accounts, inbound/outbound calls,...
My market leading client are expanding their Head Office based team in Preston and are seeking highly motivated, professional individuals to sell equity release products by telephone to their private client base. Experience of working in a mortgage and sales environment based on integrity and customer service is essential together with minimum CeMAP1 or equivalent and a successful track record of working to targets and ...
Mortgage Advisor Advisors currently earning over £100k per annum. We believe this role is the ‘complete package’ for the more ambitious advisor As part of their continued growth, this forward thinking directly authorised expanding mortgage brokerage have created a model specifically tailored for high performing advisors. All QUALIFIE...
