Basic to £20,000 Commission paid on everything you sell Top performers earning in excess of £50,000 Quality introductions and working environment Based in Bolton our client is building a strong brand and reputation built on providing genuine solutions for clients who are facing financial difficulties. As part of their continued growth they are seeking to appoint...
A respected broker currently requires an experienced commercial mortgage/bridging loans/ Secured loans business development manager/ or proactive Underwriter to further develop professional relationships with a panel of banks, Accountancy Practices, Solicitors and Brokers. Our Client has been dealing with commercial short term lending for several years and deal purely with corporate business, on an unregulated basis. They have develo...
Basic up to £75,000 plus superb benefits package and bonus Client bank supplied in some locations and some clients and leads supplied in others Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, indepe...
An opportunity has arisen to join the Life & Savings Advice Team in a specialist role handling customer complaints, relating to Investments, life products and pensions. This is an ideal opportunity for someone who is fully qualified in the Financial Planning Certificates (FPC), Financial Diploma or equivalent qualifications. In this role you will co-ordinate, collate and communicate information to key stakeholders both verbally a...
Pensions Administrator - Merseyside - £15k - £18k. Financial Services Company based near South Liverpool, Merseyside require a Pensions Administrator to join growing team. Your job will be to undertake tasks required for large pension schemes, complete work allocated to yourself for a range of pension enquiries. You will be working with Defined Benefit and Defined Contribution pensions. Exper...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
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 and exciting proposition has arisen within a well established national financial services operation with head office in North West. Financial services group with multiple product lines seeks a qualified (CAS) Financial Adviser to offer Independent Financial Advice mainly to private clients from an office base. Leads are provided from multiple sources including marketing campaigns however the main lead source is from existing cus...
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...
Experienced Office Manager, with extensive Financial Services experience, sought by this small IFA practice based in South Wirral. Accountancy linked IFA firm looking for an Office Manager to undertake a range of important business tasks. The role will involve supervising and managing all back office functions and staff, managing, recruiting and training (when necessary) and motivating back office team and providing sales suppo...
Excellent career opportunity Great Company Culture Earning potential to match your ambition Our Client is one of the leading brands within its sector and its ambitious expansion plans have created the opportunity for a career minded Collections Agent, looking to immerse himself/herself in the financial services industry and build a specialised career within the debt sector. The company offer ...
WEALTH MANAGEMENT PRACTICE- ACCOUNTANCY FIRM- CHESTER HNW CLIENT PORTFOLIO AND LOCAL BUSINESS OWNERS FULL PARAPLANNING SUPPORT AND CLIENTS PROVIDED. A leading national accountancy practice are looking for to expand their wealth management team. They currently have a partner of the firm in the team and are looking to bring a Diploma qualified adviser to join their Chester team. Covering North Wal...
Regulatory Compliance Officer - Merseyside - £35k-£45k . Large Financial services firm who are looking to recruit for their expanding Compliance department within the Liverpool office. Our client is a market leading financial services firm who have offices throughout the world. Due to the growth within the compliance department they are looking to bring onboard a candidate who has a background within compli...
Compliance Manager - £30k-£40k - Merseyside . Well respected Investment & Financial Planning firm based in Liverpool require a Compliance Manager to assist in the running of the department. Your role will be to: Provide an advisory service to the Financial Planning division and other business areas. Conduct Monitoring reviews for the Financial Planning division. Maintain the compl...
A leading and highly professional IFA based in Manchester city centre is now seeking to recruit an equally professional individual to augment their team of Independent Financial Advisors. Business will be sourced from their associated Chartered Accountancy division; however, self generation will be expected in addition. Any individual joining this team will be given exceptional resources to develop their own talents and abilities as well as...
A highly successful Wealth Managers based in Manchester are now seeking an experienced Paraplanner to provide assistance to their senior consultants providing holistic advice to HNW clients. The role will involve producing comprehensive reports for clients giving a full summary of the options being considered. You must have previously worked as a Paraplanner, ideally in the HNW arena. The successful candidate will have full DipPFS and ideal...
Annuity Co-ordinator Lancashire Salary- £16,000 - £21,000 To provide a professional and efficient administration support on the national annuity desk to clients and external parties. The company are a large national organisation and looking to expand this team in line with a large increase in workload. The typical duties include: Coordinating the administration of annuities for clients. Completi...
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...
Usual scenario ......IFA required, Diploma qualified, Assets under management required. Pay away, pay away......... Actually on this occasion No....... Our client is a growing entrepreneurial IFA practice who has created a business model which is receiving growing acclaim from it's peers within the market. Fully authorised,this is a self employed proposition, working from home you ...
IFA PRACTICE- WARRINGTON SELF EMPLOYED BASIS, EXCELLENT SPLITS AND BACK OFFICE SUPPORT A leading IFA network are looking to recruit an adviser on a self employed basis to join their team in Warrington. Covering the Cheshire region you will be afforded all the benefits offered by this market leading organisation. All back office support is provided with excellent investment and fund facilities. To discuss your ...
Financial Planning Advisor - Liverpool - £21k - £30k. Large global bank require a Financial Planning Advisor to be based at one of their branches in Liverpool, Merseyside. The main purpose of the role will be to pro-actively develop and build financial planning solutions to meet customers needs and grow long term customer relationships. You will provide advice and recommendations to existing customer...
IFA Administrator - Manchester City Centre Salary £18,000 - £21,000 My client are looking at bringing in an IFA Administrator with immediate effect, due to a member of the team relocating. The successful candidate should have a minimum of 2 current and consecutive years experience working for an IFA. They should have a very good knowledge of 1st Software, and be able to use Word and Excel to a competent stan...
Fantastic opportunity to work for a leading organisation as a Group Risk Consultant The Role As a Group Risk Consultant you will work with fellow Consultants and their clients' on the provision and selection of group risk benefits. Responsibilities will include: Involved in the administration of clients with regards to all aspects of their group risk benefits Proactively update own knowledge of changes in legislat...
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 ...
