Professional/technical experience Financial Services industry experience in regulated corporate products and services to SMEs, Large Corporates and entrepreneurs. Experience of generating new client revenue streams whilst maintaining existing client relationships and revenue targets. Experience of identifying opportunities of new business to maximise broader team revenue targets. Experience of...
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Date: 4 days ago
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City Of London, London
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£24,000 - £45,000 per annum, negotiable, inc benefits, OTE
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4 applications
(For our other vacancies visit www.platinumconsultancy.co.uk) Salary range is £24k - £31k plus bonus and benefits. The Mortgage and Protection Manager role within the branch network is to establish and grow the Mortgage and Protection business. You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in li...
Organisation Description You will work beside some of the industry’s top thought leaders designing and implementing cutting-edge solutions to challenges faced by the world’s leading insurers. You will also be employing your financial modeling expertise alongside some of the most experienced professionals working in this area in the UK, and working for the largest combined provider of actuarial software and ...
Organisation Description My client is a global actuarial services practice, with over 650 actuarial professionals, and ranks in the Top 3 actuarial services practices in the world. In Europe they have over 300 actuarial professionals across 17 countries. Job Description This diverse project based work can include Financial Reporting, Solvency II, ALM and Pricing. The ...
Organisation Description Part qualified pensions actuary is sought to assist Scheme Actuaries in provision of advice to a portfolio of corporate schemes and/or insured schemes. Examples of the areas of work involved: individual triennial valuations and other funding updates, individual member calculations, preparation of accounting numbers, actuarial costings. Job Descripti...
A leading Asset Management firm are looking for a strong graduate to join their Client Services function. The position is aimed at candidates who wish to study their CFA and eventually become a Fund Manager. The successful candidate must have a 1st Class Degree, Minimum 3 Bs at A-Level plus two finance internships. Key responsibilities: Creation and maintenance of client presentations. ...
Administrator at a leading UK consumer Financial Services Organisation The Administrator will be responsible for providing professional and proactive support to the Customer Service team having responsibility for data gathering, data entry, speaking with consumers. Experience required: • Strong customer service skills • Previous experience in an administrative role • Ability to work in a team environment • Excelle...
The Company - Financial insurance underwriters City location Small, family environment Global focus High spec offices The Role - PA/Group Administrative Assistant Monday - Friday - 10am - 3pm £21-23 an hour Temp - 1 year contact Team support Heavy focus on diary management Domestic and international travel arrangements<...
Our client, a global leader in the finance field, is seeking two detail oriented, motivated and financially astute members of staff to join the team on a three month contract. The successful applicants will be responsible for various tasks in maintaining exchange related content. The candidate will work closely with global members of the Support team and other business counterparts and will be responsible for several daily tasks alon...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The client offer a full dedicated PA with full admin backup and market leading commissions If you are a self starter even if you are only part quali...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The client offer a full dedicated PA with full admin backup and market leading commissions If you are a self starter even if you are only part quali...
A Times top 100 company is looking to add motivated and enthusiastic Complaints Administrators to it's highly successful operation. As a Complaints Administrator you will be responsible for: -setting up new complaints on in-house system -support the casework teams flow of unallocated cases as required -requesting information, updating complainants and chasing key stakeholders -manage the unallocated case fil...
We are pleased to be working with this leading fee based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of HNW, UHNW and corporate clients. We seek a candidate who is Chartered and has strong technical knowledge to incl...
271 jobs matching this search were posted in the last week
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The client offer a full dedicated PA with full admin backup and market leading commissions If you are a self starter even if you are only part quali...
A well established accountancy and consulting firm has an exciting opportunity for a Compliance Consultant to join their organisation. The Role The main purpose of this role will be to audit of companies regulated by the Financial Services Authority, provision of assistance to regulated entities on compliance and other regulatory issues, preparation of applications for companies needing to be regulated by the Financial Service...
Our client is a worldwide IFA business with head office in Prague but they are currently looking for self employed IFA's to work overseas The client is looking for entrepreneurial advisers that want to start a business within a business and you will need to be a self starter The Geneva office does have some clients to contact and the company offer a full dedicated PA with full admin backup and market leading commissions ...
This leading provider in its field is seeking to recruit a business development person to support its next strategic step in working with other financial institutions. Leading from the front you will establish relationships with the strategically identified institutions and then manage and develop those relationships to support the growth of distribution through them. To develop an understanding of the drivers and constraints with e...
Clark James Financial Services Recruitment are delighted to be recruiting on behalf of a successful IFA based in the City for an experienced and highly competent Paraplanner to join the Wealth Management team, provided effective technical support to the Financial Advisers. Key responsibilities: Conduct extensive product research and produce compliant suitability reports for the ...
Settlements Administrator needed for a FTSE 100 Company – Beckenham. We are one of the largest British companies in the world and are proud to be the number one provider of business process outsourcing in the UK. We provide highly renowned services and solutions to a variety of sectors and due to our consistent expansion, we require new Settlements Administrator to work within our Capita Registrars arena in Beckenham. <br ...
The role is to identify and build commercially viable relationships with potential Affinity partners for this thriving life company. Working as part of a close knit team using your contacts in the market you will help identify potential affinity partners to create additional channels for the financial services products. Engaging with relevant decision makers to create partnerships and to manage the partnerships thereafter. Y...
Working for a major global financial services provider, our client is looking for an experienced individual to implement Information Risk Management across the organisation. The successful candidate will be responsible for the following: Provision of subject matter expertise covering all areas affecting information risk management On-going assessment of technology projects,...
Our clients are a long established small National IFA. Due to expansion they now require a Chartered Financial Planner to join the existing team. The role will be to provide holistic fee based financial planning to existing HNW private clients and develop external relationships to increase new business opportunities. Candidates must have experience as an IFA or HNW financial adviser and be level 7 Chartered status or be very close to completing...
We have an opportunity for a number of Senior Lean Managers to join our Business Services Division. You'll lead lean programmes and drive a culture of continuous improvement across The Royal Bank of Scotland Group. This role could be based in Edinburgh or London. Business Services provides the services that keep RBS running, including Technology Services, Group Operations and Corporate Services. We put money in the ATMs, keep th...
My client, a leading consultancy, based in Central London, are seeking a Health & Productivity Associate, to join their Employee Benefits side of the business. The Role To provide consultancy, sales and administration support to a mixed portfolio of Health & Productivity services (including Medical benefits, Group Life, Group Income Protection, Critical Illness, Dental, PA, International, Occupational Health, Wellness a...
Are you a proven Health & Wellness Senior Administrator looking to work for a leading employee benefits consultancy in London? Then I have an excellent opportunity for you. My client is looking for a Senior Administrator to support their Health & Wellness team with market reviews, whereby you would go to the market to obtain the best benefit provider quotes for their clients. After reviewing the market you will then shortlist...