Mortgage Paraplanner - Merseyside - £16k-£24k Financial Services firm based near Southport require a Mortgage Paraplanner to join very successful team. Your role will be to support the Mortgage Advisors & Director with their day to day technical support. Ideally the successful candidate would have CEMAP or CF6 qualifications or working towards them. Would suit an ex Mortgage Advisor or someone who is looking to mo...
LEADING REGIONAL IFA PRACTICE- SOUTHPORT CLIENTS FROM RETIRING ADVISER , SELF EMPLOYED BUT WITH FINANCIAL SUPPORT A leading regional IFA practice are looking for an adviser to join their team in Southport. With one of their advisers due to retire before the RDR deadline you will be taking over a portfolio covering the North Liverpool and Lancashire regions offering holistic financial advice. All paraplanning s...
Mortgage Paraplanner - Merseyside - £16k-£24k Financial Services firm based near Southport require a Mortgage Paraplanner to join very successful team. Your role will be to support the Mortgage Advisors & Director with their day to day technical support. Ideally the successful candidate would have CEMAP or CF6 qualifications or working towards them. Would suit an ex Mortgage Advisor or someone who is looking to mo...
Accounts Payable Assistant / Purchase Ledger / Accounts Assistant Blackpool, Commutable from Preston, Fleetwood, Lancaster Circa £25,000 Our client provides industry-leading services and solutions to the motor insurance sector and they currently have an opportunity for an Accounts Payable Assistant to join their finance team in Blackpool offering a salary circa £25,000. The key re...
One of the Worlds top banks is looking for an experienced Bancassurance Financial Services Manager to join their team. and run their Fylde region Fully Qualified & CAS · Highly committed team player · Wide knowledge of sales force management issues · Knowledge of current regulatory & technical criteria · Evidence of self development · Great track record of enhancing their teams perf...
As an Area Financial Planning Manager you will lead a team of Financial Planning Advisers within a specific geographical area. You will create the Sales, Values and Business Principles culture by providing coaching, guidance, technical expertise and regulatory supervision. You will work with the Key Stakeholders within your region to maximise sales opportunities whilst delivering superior service to customers. You will be ...
Our client is a well respected and top performing high street bank and they have a fantastic opportunity to recruit a Regional Bancassurance manager. You will manage and lead the financial advisors and client relationship manager’s team to acquire, retain and grow customer relationships that meet the goals of the business Key accountabilities, ensuring that customer’s needs are met and feedback is encouraged to analyse, design and im...
Our client, a leading financial services group based on the outskirts of Blackpool, are looking for experienced collectors on a temp to perm basis, to join their expanding team as soon as possible. The ideal candidate must have previous experience in telephone collections and setting up of payment plans, and be able to demonstrate a professional and courteous phone manner at all times. Please note that this is initially a temporary p...
My client is a leading Wealth Management IFA practice in the Fylde area, looking to secure an Independent Financial Adviser, to work remotely and also from their Poulton office. From day 1, you'll enjoy a competitive OTE through an excellent reward package, full admin support with suitability letters/quotes etc, an excellent plush office to work out of , if you needed to, but the freedom to work remotely & as well as their Account...
We are representing a client who are a well respected, long established, professional and successful Mortgage, Protection, Pensions and Investment Financial Solutions business. Due to expansion, they require a Para Planner for their busy Southport office. This role would suit an experienced Mortgage Advisor / Broker, who are not looking to advise anymore or an existing Para Planner looking for a new challenge. The succes...
Working closely with the partners in a team environment, theFinancial Planners are professionally qualified, innovative practitioners. Their holistic approach ensures the clients’ needs are at the heart of all planning. apable of comprehensive financial planning analysis of high net worth complex estates Broad knowledge of pensions, investment and estate planning issues and current legislation Co...
Network members - what good is a high split/low cost option if you aren’t seeing enough clients? If you are struggling to see enough clients then you need to speak to us. Our client is one of the UK’s leading large IFA firms that has consistently won awards and can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true...
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension, investment and general insurance products available through our Client's branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles. Key responsibilities will include: - Achieving personal and team’s sales...
Description The Premier Independent Financial Advisor’s (IFA) role is to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers. This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently tr...
Our client is a highly professional, fee-based Chartered Financial Planning practice offering a high degree of service to their HNW/UHNW client bank. Key to their growth is their understanding that it is not only their fee earners that drive business, but also the technical support structure that underpins them. They are now in a position where they require a highly technical paraplanner to join their team to provide the necessary back up t...
Our client is a highly professional, fee-based Chartered Financial Planning practice offering a high degree of service to their HNW/UHNW client bank. Key to their growth is their understanding that it is not only their fee earners that drive business, but also the technical support structure that underpins them. Given the retirement of one of their key members of this team they now require an experienced administrator. This is an ext...
Paraplanner - Merseyside - £25k-£35k. Expanding and respected IFA based in Southport require a Paraplanner to join very successful team. Your role will be to very closely with the IFA's on Factfinding, client reviews and compliance. You will be working within the financial planning team on pensions and investment planning were you will need technical knowledge of these products. In return you will receive an excellent...
