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...
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 ...
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 ...
£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 ...
Events Administrator Northwich To £18,200 + Discretionary Bonus + Benefits Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit 2 additional administrators in to their Events Management Team. Our client delivers financial educational seminars to a number of major UK organisation...
Events and Marketing Administrator required to work for a leading financial services company based in Northwich, Cheshire. Working in conjunction with the Events and Marketing Manager you will be involved in all administration routines associated in the preparation and running of events. Responsibilities:- Dealing with inbound calls and enquiries on all freephone lines and email inboxe...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and due to continued growth t...
Organisation Description Our client has built a very strong reputation across the new build sector and financial services markets. Due to continued growth of the company, they are seeking to appoint an additional member to their Financial Services Team to cover Liverpool and Manchester Job Description They are looking for enthusiastic individuals to provide quality ad...
Organisation Description Our client has built a very strong reputation across the new build sector and financial services markets. Due to continued growth of the company, they are seeking to appoint an additional member to their Financial Services Team to cover Liverpool and Manchester Job Description They are looking for enthusiastic individuals to provide quality ad...
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit two individuals to their Northwich office to manage existing client relationships as part of their ongoing growth. This particular role entails providing advice on a range of personal financial planning products although it is expected to...
Financial Services Adminsitrator required to work for a leading financial services company based in Northwich, Cheshire. You will be responsible for supporting the comany's Advisors and clients. Responsibilities:- Preparation for Advisers’ appointments Arranging appointments and diary management Banking of cheques within CASS rules Accurate and timely updates to CRM system ...
A fantastic opportunity to join our existing sales team is now available. Finance Advise Bureau is a leading Debt Solutions specialist and we have significant growth plans for 2012. Recognising the valuable role our staff will play in achieving this growth, we are looking for experienced call centre telesales agents to join our successful lead generation team. As a call centre telesales agent you will be generating new...
A Leading IFA firm with a strong leads flow is looking for 3 IFA's to join their team They will have Flexibility on Competent Adviser Status but ideally they are looking for strong performers This is an ideal opportunity to get into the IFA arena if you are not there already Basics to £30000 plus commissions and as mentioned previously ALL leads so no prospecting Must be minimum FPC 3 equivalent and studying ...
A Leading IFA firm with a strong leads flow is looking for 3 IFA's to join their team They will have Flexibility on Competent Adviser Status but ideally they are looking for strong performers This is an ideal opportunity to get into the IFA arena if you are not there already Basic £25000 plus commissions and as mentioned previously ALL leads so no prospecting Must be minimum FPC 3 equivalent and part Dip requ...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
My client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a number of industry awards. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and due to continued growth t...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Desk Based Independent Financial Adviser with responsibility to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and proposition streams utilising ...
Due to continued growth and success within the Wealth Management and Financial Planning market, our client is looking to recruit a number of proactive and dedication Financial Consultants to join their team in Cheshire. Working from a bank of existing clients, your role will be to assess their current situation and to identify and advise on the full range of financial products. You will be office based, providing telephone based advi...
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 ...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Paraplanner to join the existing team of 50 paraplanners whom are based at various locations throughout the United Kingdom. Role Duties The role duties include:- Carrying out research on clie...
Our client company are a national IFA with offices in London, Cuckfield, Bristol, Cardiff, Manchester, Leeds, Newcastle, Edinburgh and Glasgow. Due to planned expansion, they are looking to recruit a high quality Desk Based Independent Financial Adviser with responsibility to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and proposition streams utilising ...
Financial Planning Desk Based Advisor - Wealth Management Based - Northwich £25K Basic + Excellent Bonus Structure & Company Benefits OTE £40K Our client is a highly respected Wealth Management Company with and excellent opportunity has arisen to join their sales team as a Desk Based Financial Advisor. You will be dealing with clients who are looking for a highly professional tel...
My client is a firm of wealth managers working for private individuals and businesses where their customers benefit from truly independent financial advice and exceptional, individual relationships. They have a fantastic opportunity at their office in Northwich for a desk based financial planning consultant to maximise the potential from an agreed database of clients and prospects to achieve key performance targets across all product and pr...
