Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank with significant funds under management. The candidate should be an experienced IFA used to dealing with a range of personal / HNW clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diploma Qualified, strong ...
£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 ...
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Date: 5 days ago
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Farnham, Surrey
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£18,000 - £23,000 per annum
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2 applications
Urgently seeking an experienced Financial Planning Administrator with previous experience within a similar role, experience of using First Software and ideally FPC 1 & 2 qualified. Duties for the Financial Planning Administrator include; Processing all work arising from independent advice given to clients of the firm Maintenance and development of the administrative and compliance systems Manage client...
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Date: 5 days ago
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Farnham, Surrey
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£18,000 - £23,000 per annum
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2 applications
Description Assume responsibility for processing all work arising from independent advice given to clients of the firm. Maintenance and development of the administrative and compliance systems, client's files and associated client account ledgers. To assist the Head of Financial Planning with the development of the Department’s research, compliance and administration structures and any other delegated ...
Clark James are working with a highly professional and successful Independent Financial Advisers who provide innovative and holistic financial advice for private clients. They currently require an experienced Financial Services Sales Support Administrator who can make an effective contribution in providing full pre and post sales support to a team of advisers. Key Duties: Prepare information and paperw...
Self Invested Pensions Specialists based in Godalming, Surrey are currently looking to recruit an Investment Manager offering up to £60,000 per annum. The company have been delivering first class pension expertise for 30 years and have become one of the primary providers of SIPP and SSAS. They offer a service tailored to specific client needs so as a perfect candidate you must possess relevant skills and knowledge. Your...
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Date: 4 days ago
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Farnham, Surrey
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£18,000 - £24,000 per annum
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2 applications
Our client, a small professional IFA practice affiliated with a larger professional organisation is looking for an experienced IFA Support Administrator to join the team. Duties include:- Processing new business Maintenance and development of the administrative and compliance systems and client files Involved in research, compliance and administration Preparing in depth diaries client review pack...
Our client, a prestigious and forward thinking organisation is looking for an experienced Financial Services/IFA Support Administrator to join their team. Duties include:- Assisting the sales team and ensuring that all dealings with customers are carried out in a professional and courteous manner Undertake sufficient product and market research Maintenance of the client review process including the prepa...
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Date: 30 April
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Farnham, Surrey
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£50,000 - £90,000 per annum, OTE
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2 applications
Our client, a well established IFA practice is looking for an additional Advisers to cover Surrey and parts of Hampshire to take over a client bank for a retiring IFA.. Your role will be to service existing clients ensuring that you have face to face meetings on a quarterly basis. Advice is predominantly related to pre and post retirement. This is most likely to be an employed role, however self employed Advisers will be conside...
Countrywide Mortgage Services are looking for both experienced and trainee Mortgage Consultants to work in South West London, Sussex, Hampshire and Surrey. Previous financial services experience whilst advantageous is not essential as we offer extensive training and support. The role calls for a dynamic Financial Services professional who can excel under pressure and influence clients and colleagues alike. In return, t...
Wealth Division - Global Banking Group £40k - £80k + Car + Package + Bonuses - £70k - £80k OTE Verridian have been retained by one of the largest banking groups in the world who have built an impressive wealth division in the UK. You will be a successful financial advisor with CAS looking to join a global brand that can develop customer relationships, prov...
£25k - £30k basic salary OTE £45k If money motivates you and you are competitive, enjoy a challenge and want to be "the best" then we want to talk to you. We are looking for strong minded, positive telemarketing people who have a demonstrable record of success to join our client in Hampshire. "Glass h...
Wealth Division - Global Banking Group £40k - £80k + Car + Package + Bonuses - £70k - £80k OTE Verridian have been retained by one of the largest banking groups in the world who have built an impressive wealth division in the UK. You will be a successful financial advisor with CAS looking to join a global brand that can develop customer relationships, prov...
We are looking to recruit Trainee or Experienced Mortgage Consultants who are enthusiastic, self motivated individuals to excel within a dynamic sales environment, working within the UK’s largest and most successful estate agency and financial services organisation. We offer first class training and support, an excellent range of basic salaries up to £35k plus commission and a company car. You need to have a full driving licence,...
We are looking to recruit Trainee or Experienced Mortgage Consultants who are enthusiastic, self motivated individuals to excel within a dynamic sales environment, working within the UK’s largest and most successful estate agency and financial services organisation. We offer first class training and support, an excellent range of basic salaries up to £35k plus commission and a company car. You need to have a full driving licence,...
New vacancy One of the countrys leading National IFA's is expanding their work force and are offering what every Financial Adviser wants ALL LEADS/Appointments made Top commission splits and uplifted commissions for self generation Up to 8-10 appointments in the diary per week This is a self employed option but as warm as any option available and with this combination of appointments and top commi...
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Date: 2 days ago
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Godalming, Surrey
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£60,000 - £75,000 per annum, negotiable
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0 applications
Organisation Description Using a wide variety of technical and sector-specific skills, my client\’s Risk and Compliance group proactively helps their clients increase profits whilst reducing reputational, operational, financial and other risks. They are experienced in managing diverse issues including fraud, regulatory compliance, risk frameworks and modelling, capital efficiency, corporate governance, dispute resolut...
Head of Financial Planning requires a pro-active experienced finance administrator ideally with FPC 1 and/or FPC 2 qualifications or equivalent to support him in all aspects of financial administration associated to pensions and investments. The HFP is often out of the office therefore the individual must be organised, self-motivated and able to work in a stand alone function. Typical duties will include: diar...
