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We are currently recruiting for a firm of fee-based Chartered Financial Planners who are able to offer the right candidate an established HNW client bank to service. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office referrals within group to ensure that all financial planning opportunities ...
Our client is seeking highly qualified financial/investment sales specialists to join the Private Client Advisor team Someone who has previous success selling portfolio management services to individual investors, and who is goal-oriented, and articulate. Our client a privately-held investment management firm that manages portfolios for high-net-worth private clients and some of the world's major institutions. The Opport...
We are currently recruiting for a firm of fee-based Chartered Financial Planners who are able to offer the right candidate an established HNW client bank to service. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office referrals within group to ensure that all financial planning opportunities ...
Operational Finance and our Loss Prevention team keep control of the finances of our exceptionally fast growing business. We do this through constant process reviews, innovation, and through sheer hard work. Commercially aware, we partake in high level decision-making and influencing, viewing challenging situations as opportunities rather than problems Salary Up to £28,000 What you’ll be doing ...
Our client, a major financial services group, has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. They are interested in applications from top performing level 4 Diploma qualified Financial Advisors. This particular role is dealing with clients in ...
Commercial Finance Analyst Location: High Wycombe, Buckinghamshire Type: Permanent, full-time Salary: £28,000 per annum negotiable depending on experience Our Client is a large national company and one of the market leaders in the field. They are looking for an experienced Commercial Finance Analyst To support the Finance Planning & Analysis Controller in providing 1st class commercial analysis to the R...
  • Date: 8 April
  • China,
  • £75,000 - £150,000 per annum, OTE
  • 2 applications
Our client is recruiting International Financial Advisers to work in their financial planning and wealth management services. They are a refined, professional company with an excellent reputation and brand. Established and well managed (oldest expatriate IFA in China). The position is based in China . The company has a team of Coordinators, working directly with the Advisers, prospecting for appointments. <...
  • Date: 8 April
  • Dubai,
  • £80,000 - £170,000 per annum, OTE
  • 17 applications
Our client has been operational in the UAE since 1988, carrying out the function of banking, finance and investment consultations, under which they train advisers in the arts of financial planning and wealth management. The brand is one of the oldest of its type, and that legacy has been enhanced by numerous awards, frequent appearances in the regional and international press, and a significant client base. Based in Dubai and d...
  • Date: 8 April
  • Bahrain,
  • £75,000 - £150,000 per annum, OTE
  • 2 applications
Our client is one of the largest IFA organisations in the GCC. It has over 300 qualified advisers and 70 support staff. Although largely operating in the NRI (non-resident Indian) market, they are also seeking UK qualified and experienced financial advisers. Candidates will have access to excellent in-house training, along with a top class IT infrastructure. With this role comes exceptional income opportunities and clear...
  • Date: 8 April
  • Dubai,
  • £75,000 - £150,000 per annum, OTE
  • 19 applications
Our client is one of the largest IFA organisations in the GCC. It has over 300 qualified advisers and 70 support staff. Although largely operating in the NRI (non-resident Indian) market, they are also seeking UK qualified and experienced financial advisers. Candidates will have access to excellent in-house training, along with a top class IT infrastructure. With this role comes exceptional income opportunities and clear...
  • Date: 8 April
  • Singapore,
  • £75,000 - £150,000 per annum, OTE
  • 2 applications
My client was founded in 2003 and specialises in providing financial services advice to HNW, English-speaking expats in Singapore. They were one of the first IFAs to be licensed by the MAS (Monetary Authority of Singapore). The company is well established with a strong reputation and this strong foundation is the basis for their current expansion This company understands the huge step an individual has to take to venture out in...
  • Date: 8 April
  • Thailand,
  • £150,000 per annum, OTE
  • 3 applications
Based in Bangkok, our client is a well-established, boutique international IFA company providing a range of protection and investment products/services to the expat community in Thailand and surrounding territories. The company was established in 2004 and takes the distinctive approach of developing long term client relationships by focusing on service and holistic advice. The small team of advisers are treated as adult professionals ...
  • Date: 18 February
  • Carlisle, Cumbria
  • £25,000 - £35,000 per annum, negotiable
  • 12 applications
Job Purpose To contribute sufficient revenue in excess of all associated costs and in line with the Society’s requirements. To provide financial advice to both new and existing customers, according to statutory, regulatory and Society compliance requirements. To actively promote the full range of products supplied by Wesleyan Financial Services’ Marketing Group, in a professional and ethical manner to th...
Job Purpose To contribute sufficient revenue in excess of all associated costs and in line with the Society’s requirements. To provide financial advice to both new and existing customers, according to statutory, regulatory and Society compliance requirements. To actively promote the full range of products supplied by the company, in a professional and ethical manner to the standards laid down by the Soci...
Organisation Description Our client is a sucsessful IFA in Southampton who is seeking a new dedicated Paraplanner to assist and support in a professional manner  the IFA's, in their dealings with clients, and wherever necessary in the general functions needed to provide a high level of service to our clients and further the company’s development.   Job Description  To...
Organisation Description The role is conducting face to face Financial advice to review clients existing Pension arrangements. You will provide holistic whole of market financial planning advice to review the pension and other potential needs that arise from the review including Savings, Investments and protection.   Job Description The role is going to be a hig...
  • Date: 5 days ago
  • Norwich, Norfolk
  • £21,000 - £50,000 per annum, OTE
  • 3 applications
Financial Advisor (Home Based) Salary/Rate£21000 - £50000/annum Location Norwich, Excellent Opportunity Life office require a Financial Advisor to cover Norwich area. Basic salary £21000 with OTE £50K ( no limit) BMW Company Car Pension (Non Contributory) 4X Death in Service benefit Excellent bonus scheme Renewal Commissions paid<br ...
Financial Advisor (Home Based) Salary/Rate£21000 - £50000/annum Location Leicester, Excellent Opportunity Life office require a Financial Advisor to cover Central and South Leicester area. Basic salary £21000 with OTE £50K ( no limit) BMW Company Car Pension (Non Contributory) 4X Death in Service benefit Excellent bonus scheme Renewa...
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