Organisation Description An exciting new opportunity has arisen as Residential Underwriter with an award winning financial services organisation This role will be based in Manchester city centre initially, but will be moving to Cheadle. Candidates must be able to travel to both locations. The main purpose of this role is to strictly underwrite and mandate loan applications against the organisations le...
Job Purpose The production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients<...
Our client is a multi-award winning wealth management IFA firm based in Manchester. To bolster their client proposition they are now keen to recruit a technical paraplanner. The successful candidate will be required to: Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide ...
Our client is a leading wealth management firm with a number of offices across the UK. An exciting role has arisen for a Business Systems Analyst to join the team in their Manchester offices. The role will entail the following: To lead the systems based IT strategy of the Group and develop them for ease of use, greater efficiency and accuracy. Systems covered include Truth (financial planning), 1st (Avelo) Adviser Office (back o...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and chariti...
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 Ban...
WEALTH MANAGER- MANCHESTER HNW CLIENT PORTFOLIO FULL BACK OFFICE SUPPORT A leading national wealth management firm are looking to recruit a Diploma Qualified Wealth Manager to join their team. Covering the Manchester and North Cheshire regions, you will be assigned your own client portfolio and given the opportunity to work closely with leading professional partners across the Manchester region....
Acumen is one of the North s leading mortgage Brokers , specializing in the New Build market. We are looking for an experienced mortgage adviser , ideally with knowledge of New Build to join our team . This is a genuine leads provided position, where you will be responsible for your own dedicated account An employed package is available with total earnings expected to be £50 K pa Acumen has been established...
The Financial planning arm of a national accountancy practice based in Manchester city centre requires an experienced IFA. They require prospective candidates to have a minimum of the Diploma level qualification, to have had experience in dealing with HNW clients, be commercially astute, highly professional and self motivated. Although desirable a transfer client bank is not essential as they have a bank of clients available. At...
A respected broker currently requires an experienced commercial mortgage/bridging loans/ Secured loans business development manager/ or proactive Underwriter to further develop professional relationships with a panel of banks, Accountancy Practices, Solicitors and Brokers. Our Client has been dealing with commercial short term lending for several years and deal purely with corporate business, on an unregulated basis. They have develo...
Basic up to £75,000 plus superb benefits package and bonus Client bank supplied in some locations and some clients and leads supplied in others Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, indepe...
An opportunity has arisen to join the Life & Savings Advice Team in a specialist role handling customer complaints, relating to Investments, life products and pensions. This is an ideal opportunity for someone who is fully qualified in the Financial Planning Certificates (FPC), Financial Diploma or equivalent qualifications. In this role you will co-ordinate, collate and communicate information to key stakeholders both verbally a...
A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying at...
A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying at...
Excellent career opportunity Great Company Culture Earning potential to match your ambition Our Client is one of the leading brands within its sector and its ambitious expansion plans have created the opportunity for a career minded Collections Agent, looking to immerse himself/herself in the financial services industry and build a specialised career within the debt sector. The company offer ...
A leading and highly professional IFA based in Manchester city centre is now seeking to recruit an equally professional individual to augment their team of Independent Financial Advisors. Business will be sourced from their associated Chartered Accountancy division; however, self generation will be expected in addition. Any individual joining this team will be given exceptional resources to develop their own talents and abilities as well as...
A highly successful Wealth Managers based in Manchester are now seeking an experienced Paraplanner to provide assistance to their senior consultants providing holistic advice to HNW clients. The role will involve producing comprehensive reports for clients giving a full summary of the options being considered. You must have previously worked as a Paraplanner, ideally in the HNW arena. The successful candidate will have full DipPFS and ideal...
IFA Administrator - Manchester City Centre Salary £18,000 - £21,000 My client are looking at bringing in an IFA Administrator with immediate effect, due to a member of the team relocating. The successful candidate should have a minimum of 2 current and consecutive years experience working for an IFA. They should have a very good knowledge of 1st Software, and be able to use Word and Excel to a competent stan...
Fantastic opportunity to work for a leading organisation as a Group Risk Consultant The Role As a Group Risk Consultant you will work with fellow Consultants and their clients' on the provision and selection of group risk benefits. Responsibilities will include: Involved in the administration of clients with regards to all aspects of their group risk benefits Proactively update own knowledge of changes in legislat...
IFA Administrator - Manchester - Salary: £18,000 - £23,000 An excellent opportunity has arisen to join this reputable IFA Practice in Greater Manchester. The job involves supporting a team of advisors and will be responsible for the administration of a range of Pensions, Investments and Life policies. Job Responsibilities: Provide administration support to consultants and paraplanners. <...
WEALTH MANAGEMENT PRACTICE- WILMSLOW HNW CLIENTS, EXCEPTIONAL PROTECTION CONNECTIONS, FULL PARAPLANNING SUPPORT SALARY UP TO £50k, OTE £80K An opportunity has arisen to join a leading wealth management practice. Based in the heart of Cheshire, this multiple-office firm are an award winning firm and are highly regarded in the sector. With a client portfolio of HNW and Ultra HNW clients, ...
£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 ...
We are looking for 10 telesales staff for our office in Stockport, you will be working only from warm leads contacting potential customers through a dialler system to offer a variety of products and services. Full training is provided, so no experience is required. You will need to have strong communication skills, the ability to build a rapport and the desire to work for a professional company. You must have...
For over 70 years this global professional services firm has helped organisations around the world optimise performance through effective people, risk and financial management. They are looking to recruit a Health & Risk Consultant to provide health and risk benefit expertise to corporate clients and to do so in accordance with the company’s procedures. To contribute, as a member of the Health & Risk Benefits team, to the smoo...
An experienced Employee Benefits Administrator is required for a well established practice based in Manchester. The role will include dealing with the administration of Group Pensions, Group Risk and Group PMI schemes. Previous experience of Employee Benefits administration is essential and knowledge of 1st Software a distinct advantage. An attractive remuneration package is on offer for the right candidate. ...
