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 Ban...
WEALTH MANAGER- MANCHESTER HNW CLIENT PORTFOLIO FULL BACK OFFICE SUPPORT A leading national wealth management firm are looking to recruit a Diploma Qualified Wealth Manager to join their team. Covering the Manchester and North Cheshire regions, you will be assigned your own client portfolio and given the opportunity to work closely with leading professional partners across the Manchester region....
Acumen is one of the North s leading mortgage Brokers , specializing in the New Build market. We are looking for an experienced mortgage adviser , ideally with knowledge of New Build to join our team . This is a genuine leads provided position, where you will be responsible for your own dedicated account An employed package is available with total earnings expected to be £50 K pa Acumen has been established...
The Financial planning arm of a national accountancy practice based in Manchester city centre requires an experienced IFA. They require prospective candidates to have a minimum of the Diploma level qualification, to have had experience in dealing with HNW clients, be commercially astute, highly professional and self motivated. Although desirable a transfer client bank is not essential as they have a bank of clients available. At...
A respected broker currently requires an experienced commercial mortgage/bridging loans/ Secured loans business development manager/ or proactive Underwriter to further develop professional relationships with a panel of banks, Accountancy Practices, Solicitors and Brokers. Our Client has been dealing with commercial short term lending for several years and deal purely with corporate business, on an unregulated basis. They have develo...
Basic up to £75,000 plus superb benefits package and bonus Client bank supplied in some locations and some clients and leads supplied in others Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, indepe...
An opportunity has arisen to join the Life & Savings Advice Team in a specialist role handling customer complaints, relating to Investments, life products and pensions. This is an ideal opportunity for someone who is fully qualified in the Financial Planning Certificates (FPC), Financial Diploma or equivalent qualifications. In this role you will co-ordinate, collate and communicate information to key stakeholders both verbally a...
A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying at...
A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying at...
Excellent career opportunity Great Company Culture Earning potential to match your ambition Our Client is one of the leading brands within its sector and its ambitious expansion plans have created the opportunity for a career minded Collections Agent, looking to immerse himself/herself in the financial services industry and build a specialised career within the debt sector. The company offer ...
A leading and highly professional IFA based in Manchester city centre is now seeking to recruit an equally professional individual to augment their team of Independent Financial Advisors. Business will be sourced from their associated Chartered Accountancy division; however, self generation will be expected in addition. Any individual joining this team will be given exceptional resources to develop their own talents and abilities as well as...
A highly successful Wealth Managers based in Manchester are now seeking an experienced Paraplanner to provide assistance to their senior consultants providing holistic advice to HNW clients. The role will involve producing comprehensive reports for clients giving a full summary of the options being considered. You must have previously worked as a Paraplanner, ideally in the HNW arena. The successful candidate will have full DipPFS and ideal...
IFA Administrator - Manchester City Centre Salary £18,000 - £21,000 My client are looking at bringing in an IFA Administrator with immediate effect, due to a member of the team relocating. The successful candidate should have a minimum of 2 current and consecutive years experience working for an IFA. They should have a very good knowledge of 1st Software, and be able to use Word and Excel to a competent stan...
Fantastic opportunity to work for a leading organisation as a Group Risk Consultant The Role As a Group Risk Consultant you will work with fellow Consultants and their clients' on the provision and selection of group risk benefits. Responsibilities will include: Involved in the administration of clients with regards to all aspects of their group risk benefits Proactively update own knowledge of changes in legislat...
IFA Administrator - Manchester - Salary: £18,000 - £23,000 An excellent opportunity has arisen to join this reputable IFA Practice in Greater Manchester. 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. <...
We are looking for 10 telesales staff for our office in Stockport, you will be working only from warm leads contacting potential customers through a dialler system to offer a variety of products and services. Full training is provided, so no experience is required. You will need to have strong communication skills, the ability to build a rapport and the desire to work for a professional company. You must have...
For over 70 years this global professional services firm has helped organisations around the world optimise performance through effective people, risk and financial management. They are looking to recruit a Health & Risk Consultant to provide health and risk benefit expertise to corporate clients and to do so in accordance with the company’s procedures. To contribute, as a member of the Health & Risk Benefits team, to the smoo...
An experienced Employee Benefits Administrator is required for a well established practice based in Manchester. The role will include dealing with the administration of Group Pensions, Group Risk and Group PMI schemes. Previous experience of Employee Benefits administration is essential and knowledge of 1st Software a distinct advantage. An attractive remuneration package is on offer for the right candidate. ...
Paraplanner - Manchester Salary:£20,000 - £28,000 A leading IFA Practice based in Manchester require a Paraplanner due to growth within the business. They are looking for an individual who is extremely strong technically within holistic financial planning. The ideal candidate will be Diploma Qualified or higher but they are willing to look at candidates who are 1 or 2 exams away. You must...
Trainee Business Development Manager My client is an established SIPP provider and they are seeking a Trainee Business Development Manager to join the team as part of the company’s continuing development and succession planning programme. They have an outstanding reputation in the SIPP market and receiving numerous awards for their product. With the business continuing to prosper despite difficult economic cond...
Our client is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses. They are currently recruiting a Paraplnner to produce due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. For this role the successful ca...
Our client is the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion Currently our client are seeking a qualified and experienced Paraplanner to provide the appropriate support for the financial planning managers, to facilitate the smooth processing of new and existing business and advise a range of clien...
Would you like to work for a Times Top 100 company that offer excellent benefits and incentive schemes. Who are we? A market leader in financial solutions and management. Employing over 900 staff in our Salford Quays based offices. What can we offer? A new exciting career opportunity A competitive basic salary with a realistic on target earnings. Career stability with a cle...
My client is the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion. They are currently seeking Employed IFA’S across a number of their offices in the UK to deliver appropriate levels of information and advice at all times to Ultra High net worth clients. You will be responsible to the divisional director...
IFA Administrator - North Manchester Salary:£17,000 - £20,000 My client are a very reputable high net worth financial services practice in the north of Manchester, they are looking for an experienced financial administrator. The role is supporting 2 advisers and will include Obtaining quotations Letters of authority and collating info from providers Obtaining quotations ...
