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Financial Services jobs in Preston Business Centre

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As a result of aggressive & dynamic growth plans for 2013 we now have excellent opportunities across a variety of locations in the UK to work within our market leading Mortgage Broker & Network business. Typically working from busy estate agent offices you will have access to a fantastic lead source with appointments and leads generated by the established sales teams in your respective offices. The remuneration for the roles will be...
Quality Assessor - Financial Services - 3 Positions Salford Quays £18,000 - £20,000 Company Information: A Financial Services business voted for 3 consecutive years in the Times "Top 100 Companies to work for" who have a proven track record in delivering outstanding customer service as well as offering employees free gym membership, free onsite parking, canteen subsidised by Starbucks, reg...
IFA Sales Support Administrator - Preston £18,000 - £20,000 A Preston based IFA Practice is looking to place an IFA Sales Support Administrator to provide office support for the Director of the business who is also the IFA. Main responsibility will involve being a point of contact for clients and providers with regards to enquiries and processing. You will also be expected to deal with general office d...
This is a fantastic opportunity for any candidate that is looking for further their audit and accounts experience. This prestigious regional independent has a wide variety of clients, both in size and industry, with clients sized anywhere from £1m to £50m. They are looking for someone to come in and help with an increased work load due to expansion; to assist on audits, prepare statutory accounts and prepare corporate tax computations...
This great new opportunity offers the successful candidate the variety of working with a range of clients, in both audit and non-audit jobs, preparing assignments for partner review,highlighting issues for the Partner to discuss with clients, liaising with staff to ensure that work is properly planned, reviewing work in progress and fee budget on a monthly basis, and manage their own fee targets, to name but a few. We are looking for...

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Accountant sought for impressive, growing independent practice in Blackburn. Responsibilities will be all-encompassing, covering accounts production, tax preparation (CT600's and P11d's) and some audit. Whilst completing these tasks, you will be expected to have half an eye on developing your own portfolio and assisting the company in their ambitious growth plan. The successful candidate will be a true all-rounder with experience cov...
An excellent opportunity exists for a well rounded individual to join a a leading Independent North West firm of Chartered Accountants and Business Advisors. The role is diverse, including Audit & Accounting, Payroll, Tax, Bookkeeping & Management Accounts.The client range is wide and includes business start-ups, not for profit organisations and SME's in numerous industries. The candidate is likely to come from a mixed audit ...
Our client requires a Tax Consultant as a result of continued growth of the tax practice. Reporting to an accomplished Tax Partner, responsibilities will be varied but may include: - Driving Business Development efforts in partnership with the Tax Partner - Managing a varied portfolio of clients from sole traders through to directors and high network individuals - Preparation and submission of personal tax returns, partnership ret...
  • Date: 9 May
  • Blackburn, Lancashire
  • £30,000 - £50,000 per annum, negotiable, inc benefits, OTE
  • 3 applications
Our Client based in Blackburn was founded over 100 years ago has a vacancy for an advisor in an employed role. They are looking for someone who can sell life assurance policies, funeral expense policy, Over 50s plan, family funeral plan, investment bond, ISA and JISA. They not deal in pensions or tax mitigation. May suit an Advisor from a Bancassurance background, IFA from multi tied or a FA without a client bank....
FS Sales Support Location: Preston Salary: £16,000 - £20,000 This excellent opportunity has arisen for an experienced Financial Services Administrator to join a reputable IFA practice. My client are providing financial planning advice to both individual and corporate clients and are based at the heart of Preston. Experience of working within an IFA practice is vital. Relevant industry qualifications are desi...
Our client, who are market leaders in Retirement Solutions, are looking for an Annuity Broker to join their desk based team at their head office in Preston. Our client provides independent and impartial advice relating to annuities to clients. The main responsibilities of the role are: Outbound sales calls to enquiries regarding the Annuity Service from numerous lead sources Answer and resp...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a pr...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Bancassurance environment. You must have a pr...

7 jobs matching this search were posted in the last week

Protection Adviser - Preston £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, administration suppor...
SALES ADVISOR/DEBT SALES ADVISOR - PERMANENT - £14,000 - £18,000 - LANCASHIRE Our client is a leading provider in debt management, offering specialist advice and support to customers. Employing nearly 500 members of staff they offer an excellent benefits package, including; uncapped performance bonuses (Top performers earning up to £1300 per month), 25 days holiday, free onsite parking, gym membership, and so much mor...
Our client is looking for a Relationship Manager to join their successful team in Preston. Dealing with general trading businesses with turnover broadly £5-£50m, the successful candidate will take over an established portfolio of quality businesses. You will have strong lending skills & will have dealt with trading businesses. You will have strong credit skills/relationship management experience, and an ability to get to...
Our client is looking for someone to join their growing team get involved with mainly Accounts, a little Audit and some Tax. Our client is aregional independent with a strong client focus and a laid back approach to providing the best quality service. The opportunity provides a chance to get exposure to a broad range of business streams on a variety of clients at a reputable practice. Whether you are looking for progression or just an interesti...
IFA support administrator Preston £18,000 - £20,000 + Benefits My client, a Financial Services business with a Chartered status, are seeking to appoint a Financial Planning administrator to join a growing team based in their head office in Preston. Offering brilliant benefits package as well as excellent career progression opportunities Duties and responsibilities will involve: Producing client v...
  • Date: 6 May
  • Preston, Lancashire
  • £18,000 - £20,000 per annum, inc benefits, OTE
  • 16 applications
Team Leader - Bilingual £18,000-£20,000 + Excellent bonus scheme Preston Our client an international professional services company is looking to recruit a Team Leader to coach and motivate a team. THE ROLE Reporting directly to the Department Operations Manager your role will include: <...
Our client is a leading IFA firm located near Blackburn in Lancashire. A fantastic opportunity has arisen for a recent graduate to join their rapidly expanding team as a Trainee Paraplanner. This opportunity will enable you to be fully compensated and provided with study support sponsored through the Diploma and Advanced Diploma in Financial Planning qualifications. Main Duties of the Role: <l...
Paraplanner - Preston, Lancashire - £16k-£22k . Paraplanner vacancy has arisen within a reputable IFA Practice based in Preston, Lancashire. Your role will be to provide Technical support to 3 Advisors within the practice. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insura...
Paraplanner - Preston Up to £23k Opening for a Paraplanner to join an IFA practice. The individual will be expected to undertake responsibility for carrying out research and producing reports on behalf of the IFAs The individual must have at least 2 years Paraplanning experience, coupled with a strong background in financial services. A strong knowledge of pensions AND investments is needed. For further ...
What Partnership have introduced a structured regional business opportunity within the FS market, and are looking to recruit ambitious individuals with the desire to build a business, create capital value and generate high levels of income in the post RDR world. This isa unique opportunity for experienced Financial Services professionals. The Retail Distribution Review (RDR) may result in a number Advisers ...
Paraplanner - Preston - Paying up to £25,000 An excellent opportunity exists as a Paraplanner within a busy IFA Practice based in Preston. The ideal candidate must be diploma qualified or working towards the qualification and will be working in a similar role currently, or will be a very experienced financial services administrator looking to make the next step in their career. Dealing primarily with Investments &am...
Paraplanner Assistant - £20,000 - £24,000 - Lancashire Lancashire based Chartered IFA Practice near Preston, Lancashire require a Paraplanning Assistant to join their successful team. Your role will be to work alongside the Technical Paraplanners to administer their business tasks, Report writing, reason why letters, researching and recommendation letters and liaise with clients and companies with updates. You must ha...
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