Our client is an established successful investment management company with offices throughout the UK. From their office in the heart of South Wales they have built a reputation for service and knowledge ensuring their place as one of the premier players within the region. They are seeking to recruit an experienced paraplanner to support two successful IFA’s. Client focussed, with a good eye for detail you will be a consu...
Organisation Description Employed IFA in Cardiff My client are a prominent and successful IFA practice within South Wales who are looking to introduce a further experienced Financial planner into the business. With a great reputation and an RDR ready proposition they offer the right advisor an excellent opportunity and negotiable proposition Job Descri...
Our client is a private client Investment company with a reputation for sound investments and customer service. The company has roots back to 1900’s with a history of investing business owners and family’s hard earned in savings prudently with a friendly, personal service. Fast forward, the same can be said of today, despite all the changes that have taken place, the core values remain the same. They are seeking an experienced...
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Date: 5 days ago
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Newport, Gwent
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£18,000 - £21,000 per annum
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21 applications
Are you looking to work with a growing national employer? Do you want to work for a company who offer a competitive salary and benefits package? Due to growth, our client based near Newport (2 minutes off the M4) is currently recruiting for Mortgage Underwriters to join their Buy-to-Let team. You will be responsible for carrying out full risk assessments and making lending decisions in line with TCF principles, wider economic fa...
Our client is a private client Investment company with a reputation for sound investments and customer service. The company has roots back to 1900’s with a history of investing business owners and family’s hard earned in savings prudently with a friendly, personal service. Fast forward, the same can be said of today, despite all the changes that have taken place, the core values remain the same. They are seeking a level 6 qual...
Field Based (Self-Employed) Average Fees £30,000 plus (Uncapped Earnings - Commission Based) Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportuni...
Our client, a very successful and long established Wealth Management & Stockbroking organisation with a national presence, is looking for an experienced Paraplanner to join their office in Cardiff. This is a great opportunity to work for this well respected organisation, who provide a range of stockbroking, wealth and investment management and corporate finance solutions to both private and corporate clients. Working f...
My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will...
Field Based (Self-Employed) Average Fees £30,000 plus (Uncapped Earnings - Commission Based) Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportuni...
- Completion of month end reporting and ongoing development of reports and metrics - Month-end procedures, including the performance of a variety of reconciliations and the posting of accruals, prepayments, US GAAP reclassifications and other journals - Reviewing and making recommendations for month end adjustments - Performance of monthly cost centre reporting routines - Monthly, quarterly and annual reporting to head office...
In order to meet accountancy requirements of a growing client base, my client is looking to recruit an individual with excellent communication and technical skills to undertake a broad range of accounts duties. Working in a flat structure, you will enjoy significant interaction with both partners and clients as you undertake your role, which will amongst other responsibilities include the preparation of accounts for a varied portfolio of client...
Primary responsibilities - Reporting including monthly management accounts & balance sheet reconciliations - Statutory accounts preparation and Audit management for multiple companies - Corporation Tax preparation - P&L review - monthly & quarterly including variance analysis - Completion of quarterly tax packages for corporate HQ - Transfer Pricing - AP Sup...
We are currently recruiting for a pricing analyst for a financial services organisation based in the Cardiff area Role responsibilities: Commercial and pricing analysis for business partners portfolios Profitiability analysis, forecasting and trend commentary Formulating business partner strategy to improve profitability Role requirements: <p...
14 jobs matching this search were posted in the last week
Job Description Keywords: insurance, financial services, premier banking, private banking, personal banking, mortgage consultant, IFA, assurance, wealth management, investment Marketing leading private healthcare organisation looking for a consultative sales professional ideally from the legal, financial services or insurance sectors to move into this fast moving growth industry from an ever rest...
Field Based (Self-Employed) Average Fees £30,000 plus (Uncapped Earnings - Commission Based) Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportuni...
Our client is an established successful investment management company with offices throughout the UK. From their office in the heart of South Wales they have built a reputation for service and knowledge ensuring their place as one of the premier players within the region. They are seeking to recruit an Investment Manager/ Stockbroker to manage and develop assets of HNW clients throughout the region. Client focussed, you will be...
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Date: 6 days ago
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Newport, Gwent
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£25,000 - £30,000 per annum
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0 applications
My client, a leading IFA practice in the UK who offers impartial independent advice to private and corporate clients has an exciting opportunity for a knowledgeable Diploma qualified Paraplanner to join a growing and well regarded company. Within this role, the Individual will be responsible for providing efficient professional support to IFA's working within the private and corporate market. More specifically, this role will focus on...
My client, a leading IFA practice in the UK who offers impartial independent advice to private and corporate clients has an exciting opportunity for a knowledgeable Diploma qualified Paraplanner to join a growing and well regarded company. Within this role, the Individual will be responsible for providing efficient professional support to IFA's working within the private and corporate market. More specifically, this role will focus on...
Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description A well-established international IFA firm in Cardiff has a vacancy for an innovative IFA to come in and provide holistic financial advise to a range of high net worth individuals. The firm currently have a number of loyal clients and funds under management that are not being explored from a financial planning perspective at present. Job Description</...
Organisation Description My Client has an excellent opportunity for an Employed IFA with leads provided . They provide a holistic financial planning service for both personal or corporate clients incorporating the use of protection products, investment products, pension planning and tax planning. Job Description Excellent Emplo...
Organisation Description My client is a local successful IFA practice with offices in Cardiff and Swansea. They advise across a range of financial products from Investments to Pensions and Mortgages. Due to continuing success they are looking for a Paraplanner to join the team and undertake a number of responsibilities with the main task of completing all of the report writing especially with Pension ...
Organisation Description Our well-established client with an office in Cardiff has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to clients across Wales. This opportunity is flexible for you to work from either home or office and is offered on an employed salaried basis. Full administration support is also provided plus assistance with generating leads. ...
We are pleased to be working with this leading fee based wealth management group 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 Level 4 / Diploma Qualified, has strong technical knowled...
