Organisation Description A well-established IFA firm in Swansea has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. Job Description You will be responsible for both an active client bank and for advising high net worth individuals from the company’s 20 year history.. W...
Organisation Description Our client is a well-established IFA practice with an office in Bridgend. It seeks a couple of talented IFAs to ideally come on board with some clients but also to service existing clients and leads across the county. Job Description The role is self-employed, mostly home-based but you will be able to work from one of the company’s office ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
£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 ...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
Organisation Description A well-established IFA firm in Cowbridge with a vacancy for innovative Self-Employed Advisers to come in and provide holistic financial planning to a diverse range of clients. Job Description Working within the Private Client division, you will be responsible for both an active client bank and advising your own self-generated clients. Whil...
Due to rapid expansion, a respected and truly holistic IFA specialising in providing advice to affluent and high-net worth individuals is currently seeking an experienced Paraplanner to join its team in Swansea. This company believe in progression and development, therefore the successful applicant will be attending client meetings, preparing suitability letters, and conducting research; as well as providing advice to medium-level clients. ...
An extremely promising entry-level role: This market-leading IFA is now seeking to recruit an Administrator to help provide a wide range of support duties to their existing team of Independent Financial Advisors in Swansea. You will also be involved in liaising with Product Providers, Clients and other departments within the organisation. In order to be considered for this role you should have some experience of working within an IFA office...
Organisation Description My Client is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing Self Invested Pension and Investment Portfolios. Job Description The role is to provide Paraplanning support to a number of IFAs mainly within Pensions & Investments. The opportunity offers a degree of ...
Organisation Description My Client is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing Self Invested Pension and Investment Portfolios. Job Description The role is to provide Paraplanning support to a number of IFAs mainly within Pensions & Investments. The opportunity offers a degree of ...
Organisation Description Our client is a Financial Organisation looking for an IFA Administrator to join their team. Job Description Main duties include: - Administrative duties - Valuations of client portfolios - Tracking new business - Client queries - Updating client cash-flow Person Specification Criteria ...
Organisation Description A South Wales based IFA is seeking an experienced Financial Services Paraplanner/Administrator to join their business which offers a forward thinking approach and can offer progression and development down the technical or advisory route. Job Description My Client is flexible and open to look at either experienced Paraplanners or experienced ...
Manpower is recruiting a number of Cash Collection Agents for our client, a global business and technology company. Based in their Bridgend contact centre, your role will involve making contact with customers who have failed to make payments for their landline and/or broadband package. Key responsibilities: Contacting customers to discuss repayment plans taking into account their individual situation Wor...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
Are you a level 4 qualified. Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to off...
Are you a level 4 qualified. Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to off...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
An exceptional opportunity working with one of the UK's largest Financial Service companies with advisers working from both offices nationally and from home. Due to massive expansion they are presently looking to recruit a field based Financial Advisers to join their growing team. Duties include advising clients on a range of financial products in their homes and place of work. Lead generation will be provided to ensure high inc...
Organisation Description My client offers a comprehensive financial planning service across South Wales They are an expanding professional IFA practice with an extremely generous commission structure compared to other networks Job Description The position is to join on a self employed basis with help with professional introducers, admin support and to maximize t...
Organisation Description A well-established IFA firm in South Wales has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of individuals. Job Description You will be responsible for a huge client bank and for following up leads from other areas of the business. While advice will be across the board, it is essential th...
Job Description My client in Swansea is an established IFA firm with over £100m under management. They have over £500k on trail and this is a great opportunity for an experienced IFA to come in and service existing clients. With the quality of the client bank on offer, you can comfortably write in excess of £100k, easily validate a £30k salary, and earn plenty of bonus on top of that at a rate of 30% (likely to increa...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
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...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
Senior Financial Adviser £27,000 - £50,000 + pension + healthcare + discounted product range + bonuses Do you feel you require more support For the Diploma in Financial Planning? Our client, one of the most successful building societies in the UK, is looking to expand their already established sales force to provide for their ever increasing...
