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 ...
This client is part of a global business with an annual turnover of more than $12 billion, one of the biggest employers in the area, and they're growing fast. That's in no small part due to the efforts of their claims recovery team. You'll be responsible for the recovery of rental charges resulting from non-fault road traffic accidents, spending much of your time on the phone with insurers and ultimately having responsibility for reco...
Mortgage Broker - Woking / Camberley Are you struggling to earn enough from your client bank, or possibly not getting the support needed from your current Network or employer? Our client is one of the UK's leading award winning independent mortgage brokers. Despite the economic downturn they continue to expand the business by securing new contracts with local introducers. Their main focus is geared to support lead g...
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Date: 5 days ago
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Hook, Hampshire
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£14,000 - £15,000 per annum, inc benefits
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13 applications
Job description: Our client are a small firm of wealth management advisors who are looking to take on an office administrator to help lighten the admin load of the more technical members of staff. Candidate requirements: Educated to A' level standard or equivalent as a minimum. Our client are seeking someone who is looking for their first step into a an office job, will be bright switched on and enthusiastic. Applic...
Senior Project Managers - Life and Pensions - Basingstoke - £45,000 - £55,000 Salary:£45,000 - £55,000 + Car Allowance Duration:Permanent Start Date: ASAP We are looking for experienced Senior Project Managers who are technically well experienced but are also able to manage senior managers and instil project disciplines. You must have a successful track record of...
Organisation Description A fantastic opportunity has arisen for with a major insurer within their Complaints Handling Team. The company are looking to recruit high level Special Complaints Investigators to join their successful team in handling seriou complaints from customers. From an FSA Complaint Handling background, the successful appllicant will have an excellent understanding of insurance products and have pr...
Organisation Description A fantastic opportunity has arisen for with a major insurer within their Complaints Handling Team. The company are looking to recruit high level Special Complaints Investigators to join their successful team in handling seriou complaints from customers. From an FSA Complaint Handling background, the successful appllicant will have an excellent understanding of insurance products and have pr...
Organisation Description To support the Investment Actuary in the financial reporting process, project requirements, general assistance on oversight and review of actuarial students, carrying out hedge reviews, providing risk management and management information for Corporate and UK senior management. Job Description Part Qualified Actuary (CT series exams and at least on...
This is an opportunity for you to work with a global retail Financial Services provider at their Hampshire offices. This position for a Compliance Consultant is to support the business by acting in an advisory capacity and offers £40-45,000 on the basic plus a very comprehensive benefits package. The chosen candidate will be responsible for responding to any regulatory based queries with pragmatic advice and keeping the business...
Pensions Administrator, Farnborough In order to apply for this position candidates MUST have PENSIONS experience. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Our client has opportunities for Contract (6 months) and Permanent Pensions Administrators Client Profile: Our client is one of the world leader...
£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 ...
Summary of position: To manage and monitor the process for Business Quality Unit (BQU) and Consultant checking levels. To manage the team of BQ Officers To audit and monitor the quality of output from the BQU Officers via 'Check the Checker’ processes, to ensure any weaknesses in quality is identified and appropriately addressed. To remotely review the suitability and quality of advice given to cu...
Established company with in the employee benefits industry are seeking a Group Risk Sales Support to join their set up The Role As a Group Risk Sales Support you will be responsible for providing support to a team of consultants and looking after a portfolio of clients. Where possible identify opportunities to increase the value of a portfolio of accounts and converting additional business opportunities from current clients wh...
A market leader within employee benefits, have identified an exciting opportunity for a Flexible Benefits Administrator to join their busy but friendly team. The primary responsibility will be to deliver a flex administration service to a portfolio of clients and to support the day to day running and future growth of the flex operations. The Role The Flexible Benefits Administrator will be responsible for providing day to day ...
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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 ...
Our Farnborough based client is seeking a IFA Sales Support Specialist to join the existing team on a six months contract basis. Your role will involve providing administrative support to private clients, maintain the client database, building client relationships, processing and pipelining new business applications and supporting team members. To be suitable for this role you must have excellent communication ski...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Organisation Description Part qualified actuary is required to support the Head of Insurance Risk by contributing to the design, development and maintenance of the Insurance Risk Management Framework with the target of introducing an independent and aggregated view of all existing and emerging insurance risks facing the business. Employing an Enterprise-wide Risk Management (ERM) approach to insurance risk...
This large Financial Services organisation is looking to recruit a Group Risk Administrator/Sales Support to join its expanding offices in Farnborough. The Role The purpose of this role is to support the Group Risk Team in the delivery of administration support across a range of whole of market financial products and services within this specialised area. The role will require good administration skills with detaile...
Two Permanent role have just arisen within a large, respected IFA Wealth Manager for suitably experienced and audit minded individuals to review the new business files. Ensure all appropriate documentation is captured and including any documentation referred to n the suitability report Sense check the fact find for completion against relevant documents to evidence the advice. Skills and knowled...
This world leader in risk management, insurance broking, reinsurance, employee benefits and HR consulting services, has an exciting opportunity for an experienced Group Risk Associate Support to join their Risk & Healthcare team. The Group Risk Associate Support will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, and critical illness. As...
FILE CHECKING TEMP - JOB SPEC A new temporary role has become available for an experience financial services professional to join a leading IFA. The salary will be around £17 to £20 per hour. Duties will include: Review the new business file Ensure all appropriate documentation is captured and including any documentation referred to n the suitability report Sense check the fact ...
An excellent opportunity has arisen for a top end financial practice for a monitoring officer based in Hampshire. PERMANENT Superb benefits package and rewards Summary of Job Purpose: To audit and monitor front and back-office operational and selling practices in order to provide assurance to the Executive and senior management that are required procedures and processes are being follo...
