Due to strong organic growth and the need for quality paraplanners, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of two experienced Paraplanners. Our client is very well respected in the Surrey area, having established a large and loyal client bank over the past 30 years. Encompassing a wealth of expertise through a highly successful team of Independ...
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Date: 4 days ago
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Surbiton, Surrey
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£18,000 - £40,000 per annum, OTE
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1 application
Basic £18,000 OTE £40,000 Large exisiting client Base As part of a multinational company employing more than 900 people in the UK our client a nationally based mortgage brokerage has both the resources and backing to provide exceptional support to mortgage brokers. Due to expansion they are now seeking to appoint an experienced and success...
One of the most established and professionals IFA's in the UK have an exciting opportunity for a knowledgeable Diploma Qualified Paraplanner to join their growing, well-regarded company. The Role Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. More specifically, this role will focus on developing professional rel...
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Date: 15 May
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Bromley, Kent
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£40,000 - £50,000 per annum
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2 applications
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...
Job Description To work as part of a team providing an accurate, reliable and high standard of administration service for defined / complex member events. You will report to the Administration Service Manager. •Perform complex pensions calculations, enter pensions data and answer complex inquiries to the required standard using automated and non-automated manual/system processes across a wide range o...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client 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. We are i...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client 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. We are i...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client 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. We are i...
A challenging and fast moving role now exists within Client Management division of this global leading financial organization. This specific areas provides a full range of services to clients in connection with running defined contribution pension schemes and is further responsible for the overall relationship with DC pension scheme clients’ and their consultants. This is an interesting and varied role where no two days are the...
My client is a global leading and highly regarded financial services organisation who are now seeking a number of Pension Associates. You will join an established team that is responsible for providing a bespoke service to all pension members, IFAs and selected administrators, in relation to the administration and servicing of pension scheme arrangements etc. This will include researching and providing up-to-date information...
A challenging and progressive role now exists for an Auto-Enrolment Delivery Manager within this global leading organization This is a varied role, where you will be responsible for ensuring that new Pension Plans are established to agreed timescales. This will include establishing and maintaining a project file(s), managing the initial review and analysis of the pension product, undertaking meetings with the client(s) and further ...
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 ...
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Date: 4 days ago
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Caterham, Surrey
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£18,000 - £50,000 per annum, OTE
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0 applications
Mortgage Advisor Caterham / Mortgage Adviser Caterham Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads in a fast paced, busy and extremely successful Estate Agency office? Does your current role limit your true potential? The role is suitable for an ambitious CeMAP qualified or similar...
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Date: 4 days ago
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Chelsea, London
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£20,000 - £30,000 per annum
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5 applications
Our client, one of the UK’s largest and leading Banking Organisations, currently requires several Mortgage Advisor’s to add to their teams around the UK due to expansion and increases in business volumes since the start of the year. Candidates will be required to provide mortgage advice to new and existing clients in some of our clients busiest offices. Working closely with colleagues within the branches you will be dealing with ...
Independent Mortgage Adviser - Streatham/Southfields £24K basic package £50 – £60K OTE Excellent commission splits Our client is a leading financial services company who prides itself on offering clients expert mortgage advice, whether you are buying your first home, moving, remortgaging or considering a buy-to-let investment property. This is a fantastic opportunity for a qualified ...
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Date: 18 May
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Reigate, Surrey
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£15,000 - £25,000 per annum, negotiable
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6 applications
Telephone Business Development Manager (Protection) £25K Basic £50K OTE The protection arm of an award winning, leading UK insurance provider are looking for a telephone account manager to join their successful team Duties: Sales: To secure sales from the allocated panel of IFAs. To develop ideas and support material for engaging with IFAs, including sales ideas to help ...
Mortgage Broker - Dulwich Our Client is one of London’s leading and most reputable financial services companies. Due to continual success, and the opening of new branches, they are looking to recruit a professional, driven Mortgage Advisor to provide a bespoke service to their clients. You will carry out one to one appointments with clientele to ascertain their requirements and identify the products best suited to them. ...
Mortgage Broker - Fulham / Putney Are you struggling to earn enough from your client bank, or possibly not getting the support needed from your current Network or employer? Our client is one of the UK's leading award winning independent mortgage brokers. Despite the economic downturn they continue to expand the business by securing new contracts with local introducers. Their main focus is geared to support lead gene...
Insurance Customer Services Administrator(s) £18,000-£20,000 + excellent benefits. With several positions on offer, applications from a variety of backgrounds can be considered - Life Assurance, Pensions, Income Protection, Mortgage admin/customer services, Consumer finance, Personal Accident. This team responds to a high volume of enquiries, ensuring that customers are able to maximise 'self service' facili...
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Date: 5 days ago
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Chelsea, London
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£25,000 - £65,000 per annum
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9 applications
We require a high quality, experienced Mortgage & Protection Adviser to work with one of our market leading, premier mortgage estate agency businesses in the CHELSEA area due to continued expansion & growth, which speaks volumes in this market They are one of the most successful estate agencies in their area at this time and you can expect fantastic...
Pension & Annuity Administrator up to £22,000, benefits, 25 days holiday Reigate, Surrey A great opportunity has become available for someone with pensions and annuity experience to join a great company based in Reigate. The Pension & Annuity Administrator's main duties and responsibilities will be to: • Carry out the day to day pension administration, make outbound calls • Process pen...
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Date: 14 May
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Epsom, Surrey
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£45,000 - £60,000 per annum
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5 applications
This is a great opportunity for either a Qualified Statistician or a graduate with a 1st class degree in a subject with a high statistical content to join a household name in financial services. Our client provides life, pensions, investment and mortgage products and whilst in operation for over 100 years, they still strive to better themselves and keep ahead of the competition, recently being recognised for their IT/Web s...
ETF Operations Manager needed for a FTSE 100 Company, Shareholder Services We are one of the largest British companies in the world and are proud to be the number one provider of business process outsourcing in the UK. We provide highly renowned services and solutions to a variety of sectors and due to our consistent expansion, we require an Operations Manager to work within our Shareholder Services division. We are...
Our client is a leading financial services product provider. They have an opening for a proven administrator to provide full support to their Sales team. A great role with many aspects to it, a great opportunity to learn and progress. Previous experience within financial services is required, in particular life protection, or insurance. For a full job specification please apply online. ...
This is a exciting opportunity to join a leading organisation as a Pensions Projects Team Leader The Role As a Pensions Projects Team Leader you will be responsible for: Monthly rolling schedule of objectives including weekly team reviews, developing skills within the team and managing workload Looking after a team of circa 7 people Assist with the management of DC Transitions within the DC Dealing Proje...
