An exciting opportunity has arisen to join a reputable and well established Financial Planning organisation as a Sales Support Administrator. The main focus of the role is to provide full financial planning support to a team of top IFA's including processing new business, obtaining product quotations, liaising with product providers and clients. In order to be considered for the role, suitable applicants must possess previous e...
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...
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...
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...
Job Description The role will have a large degree of freedom to develop the London office and will be part of a relatively flat management structure with access to the decisions makers at board level. The London office has been set up for less than a year but is already operating successfully. The role will include building and managing relationships with third parties and more general marketin...
A position has arisen for two experienced paraplanner to join this very well respected Chartered Financial Planning business. At the moment the role, package etc is flexible and can be moulded to the individuals skills, experience and qualifications. A brief outline of the duties will include: - Obtaining information and quotations to enable you to research the clients' needs prior to recommendations. - Processing n...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
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...
Independent Mortgage & Protection Adviser - Ealing / Chiswick Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Ealing / Chiswick area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: <b...
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...
Independent Mortgage & Protection Adviser - Ashford / Shepperton Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Ashford / Shepperton area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: <b...
A well known Financial Adviser firm in the heart of the City is seeking to recruit an IFA Sales Support Administrator. The right candidate must have experience working in a financial advisory firm, preferable an IFA Practice. Ideally you will hold CF1, as a minimum qualification, and you will have the desire of gaining further qualifications towards your Dip PFS status. This position involves working very closely with the IFA's...
High Net Worth Mortgage Advisor / Mortgage Adviser Field Based NEWS FLASH Calling all top class Mortgage Advisors looking to advance their careers An excellent opportunity to manage the mortgage productivity of a Top End Estate Agency Brand with excellent career opportunities. My client is looking for a skilled and seasoned Mortgage Advisor who can credibly sell mortga...
A highly regarded Independent Financial Advisor firm, based in the heart of the City is looking to recruit a Senior Sales Support Administrator /Trainee Paraplanner candidate to join their already expanding team. The Role Administration Responding to client and provider queries Maintaining client database Accurate record-keeping Fund Switches Requesting and collating client plan informati...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
My client is one of the UK’s leading specialist providers of pensions, employee benefits and payments. Additionally, the group also provides consulting, software, training, skills resourcing and business process outsourcing services to both the public and private sectors. Based in their offices in London they are seeking an additional Senior Pensions Administrator with previous Defined Benefit (Final Salary) experien...
Based in the heart of London, I am recruiting for a highly respected a specialist insurance Investment Consultancy and are renowned for providing ongoing consulting support in the oversight of their clients investment managers As one of the Senior Investment Associates you will also be responsible for attending the client(s) internal investment committees and supporting the client(s) in their meetings with their external managers.&nbs...
Based in the heart of London, I am recruiting for a highly respected a specialist insurance Investment Consultancy and are renowned for providing ongoing consulting support in the oversight of their clients investment managers As one of the Senior Investment Associates you will also be responsible for attending the client(s) internal investment committees and supporting the client(s) in their meetings with their external managers.&n...
Mortgage Adviser - Harrow Up to £24k basic A Mortgage Adviser is required to work in Harrow for the financial arm of one of the UK’s most prominent estate agencies. Working in this busy branch, successful applicants will enjoy a fast paced and lively environment and a rewarding commission structure as well as a comfortable basic. Key Points: Excellent Leads Provided Good Commission Rate...
Mortgage Advisor / Mortgage Broker / Mortgage Adviser Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads in a fast paced, busy and extremely successful Estate Agency office? Does your current role limit your true potential? The role is suitable for an ambitious CeMAP qualified or similar...
My client, one of the UK's leading Pensions and Actuarial consultancies, are looking to recruit an experienced Benefits Consultant to join their Public Sector Actuarial team based in London. This is a fantastic and very exciting opportunity where the successful candidate can expect a high competitive salary and excellent benefits package, as well as working in a stimulating environment where you are actively encouraged to make a ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
