A leading financial services company based in Northwich, Cheshire are looking to appoint an experienced Data Administrator. You will be responsible for collecting and formatting all data relating to self directed proposition which will be used to produce client valuations and fed into the client CRM. They will need to provide maintenance for the CRM system and also the website data. The data collected will also be used to drive MI 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...
Paraplanner - South Manchester / North Cheshire. Salary - £20,000 - £25, 000 My client are a growing vibrant company expanding rapidly due to high business levels. They have the business ethos for the long term and are not looking for a quick fee, they value good advice and ensure an excellent client experience which in turn results in repeat business and referrals. They are looking for a paraplanner with ...
WEALTH MANAGEMENT PRACTICE- WILMSLOW HNW CLIENTS, EXCEPTIONAL PROTECTION CONNECTIONS, FULL PARAPLANNING SUPPORT SALARY UP TO £50k, OTE £80K An opportunity has arisen to join a leading wealth management practice. Based in the heart of Cheshire, this multiple-office firm are an award winning firm and are highly regarded in the sector. With a client portfolio of HNW and Ultra HNW clients, ...
£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 ...
Events Administrator Northwich To £18,200 + Discretionary Bonus + Benefits Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit 2 additional administrators in to their Events Management Team. Our client delivers financial educational seminars to a number of major UK organisation...
Events and Marketing Administrator required to work for a leading financial services company based in Northwich, Cheshire. Working in conjunction with the Events and Marketing Manager you will be involved in all administration routines associated in the preparation and running of events. Responsibilities:- Dealing with inbound calls and enquiries on all freephone lines and email inboxe...
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...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and due to continued growth t...
An exciting opportunity has arisen for a Debt Management Consultant to work in Timperley. This role is working in the sales department of a large debt management company. Debt Management Consultant Key Objectives:- To generate business to ensure set targets for the business are met or exceeded To advise on appropriate financial solutions to prospective clients to help with financial situations <li...
We are looking for a PPI Claims Adviser to work for a large Debt Management company based in Timperley. There are good benefits on offer along with ongoing training and development. Apply today and Colin Larter Recruitment Ltd will contact you within 24 hours. PPI Claims Adviser Key responsibilities:- Convert pre-qualified leads and existing clients in to successful and valid PPI claims Build r...
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit two individuals to their Northwich office to manage existing client relationships as part of their ongoing growth. This particular role entails providing advice on a range of personal financial planning products although it is expected to...
Financial Services Adminsitrator required to work for a leading financial services company based in Northwich, Cheshire. You will be responsible for supporting the comany's Advisors and clients. Responsibilities:- Preparation for Advisers’ appointments Arranging appointments and diary management Banking of cheques within CASS rules Accurate and timely updates to CRM system ...
This role will be based in Manchester city centre initially, but will be moving to Cheadle. Candidates must be able to travel to both locations. An exciting Underwriter position has become available within Blemain Group. The main purpose of this role is to strictly underwrite and mandate loan applications against the Group’s lending criteria, whilst exceeding quality and turnaround expectations. Key Resp...
BUSINESS DEVELOPMENT MANAGER WILMSLOW £20 - 24, 000 BASIC OTE £38 - 42, 000 CAR ALLOWANCE & MOBILE MON TO FRI 9AM - 5PM This is a pivotal managment role for an experienced and ambitious business development professional, driving the growth of an introducer profile, through ...
Our client is a well established and successful Wealth Management / Chartered IFA practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending client meetings and taking minutes - Preparing client reports and suitability letters<...
A Leading IFA firm with a strong leads flow is looking for 3 IFA's to join their team They will have Flexibility on Competent Adviser Status but ideally they are looking for strong performers This is an ideal opportunity to get into the IFA arena if you are not there already Basics to £30000 plus commissions and as mentioned previously ALL leads so no prospecting Must be minimum FPC 3 equivalent and studying ...
Our client is a successful IFA business based in Altrincham with offices in London and Scotland as well The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework...
A Leading IFA firm with a strong leads flow is looking for 3 IFA's to join their team They will have Flexibility on Competent Adviser Status but ideally they are looking for strong performers This is an ideal opportunity to get into the IFA arena if you are not there already Basic £25000 plus commissions and as mentioned previously ALL leads so no prospecting Must be minimum FPC 3 equivalent and part Dip requ...
Mortgage Repayment Negotiator Reporting to the Team Manager Based in Central Cheadle - Free Parking Basic Salary of circa £17K plus bonus of upto 650 pcm - (Departmental average 450 pcm) Our client is a market leader in the Financial Services industry boasting an excellent reputation both with staff and clients. Their particular requirement is for an experienced collector used to dealing wit...
ACCOUNT MANAGER WILMSLOW £20 - 24, 000 BASIC OTE £38 - 42, 000 CAR ALLOWANCE & MOBILE MON TO FRI 9AM - 5PM This is a pivotal managment role for an experienced and ambitious account manager / business development professional, driving the growth of an introducer profile...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and due to continued growth t...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Desk Based Independent Financial Adviser with responsibility to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and proposition streams utilising ...
