Investment Administrator This is a highly reputable and successful organisation based in York that is currently seeking a professional and well presented Administrator to work within their small, yet busy Investments team. The role is varied and encompasses all aspects of case management from start to completion. It includes dealing with daily system updates, upd...
We are currently looking to recruit an Analyst to join a rapidly expanding financial services business based in North Yorkshire. Working as an integral part of a newly formed team and working with key stakeholders within the business you will be responsible for providing analysis for a variety of functions across the company. Analysing risk Identifying patterns and providing solutions Forecasting costs P...
Organisation Description Our client is one of the UK’s financial services largest lenders and they are looking for a fully CeMap or equivalent qualified Mortgage Adviser to be based within their York Branch to sell mortgage and protection products. Job Description This role provides a superb opportunity for mortgage professionals looking to progress their career to t...
Organisation Description Our client is one of the UK’s financial services largest lenders and they are looking for a fully CeMap or equivalent qualified Mortgage Adviser to be based within their York Branch to sell mortgage and protection products. Job Description This role provides a superb opportunity for mortgage professionals looking to progress their career to t...
The Role: Will be to provide support for a number of Independent Financial Advisers. You will deal primarily with research and report writing There is likely to be some client facing work such as annuity fact finding, annual reviews and annual drawdown reviews etc. Key Attributes include: Ability to work under own initiative Familiarity wit...
In order to apply for this position candidates MUST have STRONG PARAPLANNING experience. Consideration will be given to candidates within the Financial Services industry who wish to make their next move into this role or alternatively a Financial Services Consultant wishing to diversify. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.</...
£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 ...
OTE: £60 – 80k Established, Award winning Mortgage Brokerage is now seeking capable, confident; pro active mortgage and protection specialists to join their expanding team. Become part of an Elite Mortgage Group. The Role Whole of Market & Directly Authorised Brokerage Realistic first year earnings of £60 - £80k <stro...
OTE: £60 – 80k Established, Award winning Mortgage Brokerage is now seeking capable, confident; pro active mortgage and protection specialists to join their expanding team. Become part of an Elite Mortgage Group. The Role Whole of Market & Directly Authorised Brokerage Realistic first year earnings of £60 - £80k <stro...
Organisation Description Our client is one of the UK’s financial services largest lenders and they are looking for a fully CeMap or equivalent qualified Mortgage Adviser to be based within their York Branch to sell mortgage and protection products. Job Description This role provides a superb opportunity for mortgage professionals looking to progress their career to t...
JohnstonGreer has been retained by a very high quality Investment Management firm to recruit an experienced Financial Planner/Wealth Manager to provide independent financial advice to the clients of the Investment Management team. Working very closely with the Investment team you will develop relationships with the internal introducers and their clients to offer an additional service. Typically the clients will be HNW and UHNW p...
The day to day role of the Medical Underwriter will involve:Actively underwriting new and existing policies across the Medical spectrum with particular responsibility for reviewing medical applications/claims for conditions and pre-existing causes for claims. Determine whether risks are acceptable and what underwriting terms should applyLiaise with actuaries where requiredCarry out underwriting analysis on a post underwriting basisLiaise with K...
Job Title: Investment Administrator Job Ref: J022683 Location: York A great opportunity to join an established company based in York This role will be working within the investment team to provide administration support and a high level of accuracy. - New business processing, through cofunds and direct with investment companies - Existing business processing - Provide probate valuations to executors...
NEW PERMANENT ROLE AVAILABLE, HARROGATE TOWN CENTRE - UNDERWRITER WORKING FOR A LARGE HEALTH/FITNESS ORGANISATION. The main purpose of the role is to Evaluate and verify loan applications. To work as part of a new business team, administering capture, underwriting and payout of new business proposals. Day to day duties are - Ensuring new business proposals are handled effi...
Director of Products & Marketing (Financial Services) North Yorkshire 60-80k + excellent benefits I have a rare opportunity for an experienced Products and Marketing Director to join a fast paced, progressive Financial Services organisation based in North Yorkshire. This is a key role as the company approaches a period of diversification and expansion into new markets. The job: • Develop an ...
Financial Services / Investment Administrator - Wealth Management Consultancy York - £17,000 + Package Our client a well established Investment Management Group who specialise in the management of Private Wealth Funds are seeking a bright self motivated individual to join there Investment Management support team in the York office. This key position will involve managing client enquiries and admin...
Our client are a friendly and successful insurance broker in York who provide commercial insurance products.Due to steady growth, we have an opportunity for an account handler to join thier busy team. They are looking for someone who is a teamplayer, and would consider someone with personal insurance background, but must have a willingness to learn, and develop through the company. You will be able to provide a prompt service for our...
Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end p...
Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end p...
Job Title: Director of Products and Marketing Salary: Circa £60,000 - £80,000pa + Benefits Location: Skipton, Yorkshire Permanent Rotherwood are proud to be recruiting for a key senior role to lead and develop an effective and efficient marketing and product development function with overall accountability for all aspects of product development, marketing, brand management, PR and developing strate...
IFA Administrator York £16,000 - £24,000 (depending on experience and qualifications) plus benefits An opportunity has arisen to join a successful local IFA firm in York. This is an opportunity to join a highly successful IFA firm as an administrator support function to the Directors/IFA's working in the Private Wealth sector. As a Financial Services administrator within this firm, you will provide fu...
Mortgage Adviser – Harrogate Competitive Basic + Uncapped Commissions, £45 - 50k OTE Our client operates as one of the largest Mortgage Services Company’s throughout the UK and due to their business model is able to provide their consultants with a genuine sale and purchase lead source as well as ongoing personal development. Key Points: A financial package to maintain your ongoing respons...
Paraplanner/Senior Paraplanner Harrogate £25,000k-£40,000 plus benefits A new Paraplanning opportunity has arisen to join a highly successful Independent Financial Advisor firm in Harrogate. This firm of fee based, RDR ready IFA's are one of the most well respected and successful in the Yorkshire region. The role will be providing full technical paraplanning support to the Director/IFA of the practice...
Paraplanner Harrogate £24,000 - £30,000 A highly professional IFA practice near Harrogate have an active job vacancy for a Paraplanner to join their established team. This is a small but extremely successful and profitable organisation with high net worth Independent Financial Advisors and a strong support staff based within traditional offices. The firm has a professional approach to business. They h...
Independent Financial Advisor £40,000 - £60,000 basic plus commission North Yorkshire My client, a large and successful Accountancy practice with offices across the UK, are looking for Independent Financial Advisors They have developed a top quality Wealth Management division where they provide holistic, whole of the market financial advice across of broad spectrum of clients. Due to ongoing expansion...
