Main Purpose of the Role: To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand). Other Duties and Responsibilities Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a ...
Independent Mortgage & Protection Broker - Wokingham Employed & Self Employed Packages available – Realistic £50k+ OTE An exciting opportunity is available for an experienced Mortgage Broker to join this established and highly successful financial services practice. With an excellent lead source, compliance and administration support, this represents a fantastic opportunity with an uncapped earning potenti...
Independent Mortgage & Protection Broker - Reading Employed & Self Employed Packages available – Realistic £50k+ OTE An exciting opportunity is available for an experienced Mortgage Broker to join this established and highly successful financial services practice. With an excellent lead source, compliance and administration support, this represents a fantastic opportunity with an uncapped earning potential...
Mortgage Adviser - Reading - Excellent Lead Source One of the UK's leading financial services providers has an excellent opportunity for a qualified Mortgage Adviser to cover leads in Reading. This is a genuine opportunity to earn £50k+. Candidate: Full CeMAP or equivalent Minimum 12 months mortgage advisory experience Drive and enthusiasm Package: Up to £30k basi...
Environment: Small established IFA with an excellent working environment. Responsibilities: Providing sales support to a senior adviser including preparation for client meetings, product research, suitability reports and new business processing. On going client liaison, reviews and valuations. Responsibility for the wrap/platform proposition. Essential: Financial services knowledge and experience, IT literacy and a broad techn...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
This is an excellent opportunity to join a market leader within the third party administration field, who are currently looking to recruit a proactive, experienced Pensions Administrator to join their busy team on a permanent basis. Working on a high profile Defined Benefits scheme, this role is responsible for completing all aspects of Pensions administration; including retirement quotes, resolving queries, ensuring payments are rec...
Basic approx £65,000 + £5k Car allowance This role is for expereinced Diploma qualified Corporate Financial Adviser. Purpose of role Working within the Corporate Financial Planning pillar, these individuals are known as Corporate Wealth Advisors (CWAs). The CWA role will be to deliver effective and compliant client solutions through an advice and service based approach to corporate customers. Working colla...
As a result of continued expansion our client, one of the UK's leading pensions administration firms, are currently looking 2 experienced pension administrators to join their team dealing primarily with DB schemes. Responsibilities: - Working as part of a team to administer both DB and DC schemes. - The successful candidate will be expected to ensure the smooth running of the schemes. - Ensure Service ...
Main Purpose of the Role: To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand). Other Duties and Responsibilities Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs a...
Reporting to , it is a senior position, responsible for developing the paraplanning function within the firm as a Centre of Excellence , reflecting the standard and quality of client reports and advice, and helping to drive the company forward 1 Construction of the necessary templates, both in Word and Excel, to ensure standardisation across the fi...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
My client a directly authorised IFA who offer a truly independent holistic face to face advice service are currently recruiting for successful financial advisors to join their growing business. With 50 staff spread across 5 locations they are extremely experienced and offer both private and corporate advice. They strive to offer client value beyond expectation by providing a clear concise advice service. This company believes in recruiting ...
13 jobs matching this search were posted in the last week
This is an excellent opportunity to join a growing company based in the centre of Reading. Due to work load they now require a Payroll Specialist to join their busy team of 3. Your role will involve providing and managing full and accurate payroll service to a wide range of clients. You will provide a personal and professional service and be able to deal with a multitude of payroll enquiries. You will already have experience in payroll and ...
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...
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Date: 10 May
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Reading, Berkshire
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£65,000 - £100,000 per annum, negotiable, inc benefits, OTE
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0 applications
Professional/technical experience Financial Services industry experience in regulated corporate products and services to SMEs, Large Corporates and entrepreneurs. Experience of generating new client revenue streams whilst maintaining existing client relationships and revenue targets. Experience of identifying opportunities of new business to maximise broader team revenue targets. Experience of...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
Organisation Description An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. Job Description You will be an employed home/field based mortgage & protection advisor within the Reading / West London / M4 Area. All leads will be provided and fully pre qualified appointments booked...
Organisation Description An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. Job Description You will be an employed home/field based mortgage & protection advisor within the Reading / West London / M4 Area. All leads will be provided and fully pre qualified appointments booked...
Organisation Description My client is a successful Mortgage/Financial Services and Property sales firm. The company’s aim is to provide the best and most impartial advice available. Due to business growth my client is looking for a fully CeMap qualified (or equivalent) successful Mortgage Advisor to join their sales team. Job Description You will be based within one o...
Our client is one of the UK's leading professional services group with an office presence across the UK. As a result of continued expansion they are looking to strengthen their team by appointing a Consultant / Business Developer focussed on expanding the corporate pensions business. With a track record in winning and managing corporate employee benefit appointments in the SME sector, the ideal candidate will be experienced in DB, DC, risk ...
As a result of continued expansion our client, one of the UK's leading pensions administrator, are currently looking for several individuals to join their Administration team primarily dealing with both DB schemes. Responsibilities: - Working as part of a team to administer both DB and DC schemes. - The successful candidate will be expected to ensure the smooth running of the schemes. - Ensure Service ...
Our client is one of the leading IFA practices in the UK and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. Th...
Sandringham Wood is delighted to be recruiting for an experienced part-time Senior Administrator /Paraplanner for a successful member of Openwork Network who specialises in Mortgage & Protection advice, based in Caversham. Working closely with the business owner you will assist in pre-sale administration and produce mortgage & protection suitability reports/letters. You will assist productivity within the business...
Sandringham Wood is delighted to be recruiting for an experienced part-time Senior Administrator /Paraplanner for a successful member of Openwork Network who specialises in Mortgage & Protection advice, based in Caversham. Working closely with the business owner you will assist in pre-sale administration and produce mortgage & protection suitability reports/letters. You will assist productivity within the business...
