A diploma qualified Paraplanner is required for an established IFA practice based in Berkshire. This role will work alongside the Financial Advisors dealing with the report writing and research, experience within a fee based environment is ideal but not essential and has stability and made sensible/logical career choices The role: To prepare written advice and provide technical research services to a team of Advis...
One of the most respected and highly awarded Employee Benefits consultancies; with a range of specialism's covering a number of UK offices, are looking for an Assistant Pensions Consultant to join their busy London based team. The Assistant Pensions Consultant will be responsible for aiding the Pensions Consultancy team in advising on all aspects of Defined Contribution and Defined Benefit Pensions schemes that are currently availabl...
Clark James Financial Services Recruitment are working with a nationwide Wealth Management organisation who are seeking an experienced Financial Services Sales Support Administrator to join their Surrey office. The successful individual will provide proactive and efficient administration and support service to clients, Consultants and third parties, ensuring that all new business for Pensions, Investment and Protection are ...
Clark James Financial Services are working with a highly professional Independent Financial Advisers who are seeking an experienced Paraplanner to join their London Office, to provide technical expertise and support to the Financial Consultants. Key Responsibilities: Analyse client portfolios and produce technical suitability reports for the Consultants. Conduct extensive research on Financ...
Clark James Financial Services are working with a highly established, nationwide IFA who are seeking an experienced Paraplanner to join their Surrey Office, to provide technical expertise and support to the Financial Consultants and the Personal Financial Planning business. Duties will include: Conduct product and fund research from suitable providers. Prepare technical suitability reports...
We are recruiting for an MI Analyst for a financial services company in Redhill (within easy walk of the station, which has excellent transport links) The company is offering a competitive package (detailed below) The company has an excellent reputation and is growing Up to £35,000 with a bonus of up to 20% bonus and a quarterly company bonus of up to £500 with excellent company benefits Department overview - To p...
Ref: 1462 Paraplanner Essex to c. £30,000 + Bens + Bonus Opportunity: Sales Support / paraplanner role offering exam support and progression. Environment: A fee based financial planning team attached to an accountancy practice. Responsibilities: Client related administration, review work, reporting and implementation including preparing client files, producing financial and investment p...
Our Client is a leading global wealth manager which focuses on private and intermediary clients worldwide. They provide international and private banking, investment management, fiduciary services and brokerage. The role is within the Client Relations Department which resolves regulatory complaints relating to the sale of life, pension and investment products. The CRD is primarily responsible for ensuring that all complaints are dealt...
We are currently recruiting for a leading independent firm of Wealth Managers who provide clear, innovative 21st century financial solutions Their offices in Surrey are now seeking an additional Senior Client Services Administrator, who will work closely with and be responsible for supporting their Private Client Consultants. This is quite a varied and challenging position where responsibilities will include preparing inform...
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. You will provide holistic whole of market financial planning advice to clients across the Mil...
My client, a leading Pensions Consultancy, are seeking an experienced SSAS Administrator to join their expanding Pensions Administration team. The Role Experienced SSAS Administrator required with a good working knowledge of all aspects of SSAS. The role involves direct contact with our clients who are generally high net worth individuals and as such excellent communication skills are required. The successful candidate must be...
Are you a proven Pensions Administrator looking to gain further exposure to scheme management with a high profile corporate client? Then I have an excellent opportunity for you. Within this role you will manage scheme events and projects, ensuring an accurate, reliable and high standard of administration service for a range of clients. You will also be performing complex pensions calculations, entering pensions data and answering com...
A leading international financial services organisation offering Wealth Management, Actuarial, Pension Consulting, Employee Benefits and Corporate Consulting has seen significant growth due to high levels of business over the past 18 months. As such, they are seeking a Senior Pensions Administrator. This role requires somebody to undertake complex member administration, accurately check and authorise the work of others in the team and...
266 jobs matching this search were posted in the last week
A recognised, specialist International Private Medical Insurance provider are currently recruiting for an experienced Senior International Underwriter to join their successful business on a Permanent basis. Working within an Underwriting team, this role will be responsible for underwriting new business and renewal quotations in regards to Private Medical, Life, Income Protection and Critical Illness insurance, and handling scheme adj...
Senior Pensions Administrator An excellent opportunity has arisen for a Senior Pensions Administrator to join a leading financial services firm based in Kent. The overall purpose of this role is to undertake complex Pensions Administration tasks with efficiency, competency and professionalism. The role will also include thoroughly checking the work of colleagues and assisting administration staff with tr...
Senior SIPP / SSAS Administrator, London, Up to £40k basic plus benefits An excellent opportunity for an experienced SIPP/SSAS Pensions Administrator to join our clients existing Team in London. You will have previous experience of SIPP Administration or SSAS administration at a Senior level and ideally be currently looking after your own portfolio. You will be responsible for carrying out all cradl...
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Date: Yesterday
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Guildford, Surrey
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£29,000 - £32,000 per annum, negotiable
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0 applications
Paraplanner - Private Client Wealth Management Leading Financial Services Organisation, Based Guildford £29,000 - £32,000 + Excellent Package This is an excellent opportunity for an experienced Paraplanner to join a leading Private Client Financial Advisor within their Guildford offices. Working closely with the Private Client Consultants, you will be responsible for preparing technical reports as ...
The London Academy of Trading, part of the Aldersgate Investment Management Group, is offering an opportunity for individuals passionate on seeking a career in finance an opportunity to spend a week with a senior trading group to gain an insight into the different roles within the world of finance and trading and how you can excel within these career paths. There are only a few places left on our June programme so make sure you send ...
We are recruiting for a process analyst for an expanding financial services candidate in Redhill. The company are ranked number 1 in both the Sunday Times HSBC Top Track 250 for leading UK Private mid-market companies and the 2012 Sunday Times PwC TopTrack 100. Purpose of the role - To own the review, implementation and maintenance and effective application of all Departmental processes to support current and future operational nee...
Main Responsibilities: · The individual will liaise with other senior staff to determine the range of goods or services to be sold. · Individual needs to contribute to the development of sales strategies and setting of sales targets for other sales staff. · Discusses client’s requirements, by carrying out surveys and analyses customer reactions to product, packaging, price, etc.; · Compiles and analyses s...
BEFORE APPLYING - PLEASE BE AWARE THIS IS AN OVERSEAS JOB THAT REQUIRES RELOCATION Financial Consultant - Job Specification Realistic first year take home £50,000 - and by third year £150,000 Our client is a leading global financial services group who specialise in tailored financial advice to expatriates and international investors. We are currently l...
Operations/ Underwriting Manager – Bridging Finance Location: London Salary: Up to £40k Basic + Bonus Our client specialises in providing short and medium term finance (bridging loans, auction property finance as well as development finance) to a broad range of clients seeking solutions for their financial needs. They are a principal lender meaning decisions are made within 24 hours. The business is ...
Mortgage Broker – HNW Clients – Kew / Chiswick An exciting opportunity exists to join our client, a growing Private Finance Company. The role would be ideal for an experienced Mortgage Broker looking to service a quality lead source. You will be part of a team responsible for dealing with HNW clients, providing tailored advice on mortgage and private finance solutions. Experience required: CeMAP Qualified (Or e...
Our client is a professional, holistic IFA brokerage delivering a professional and specialised service to individuals and businesses throughout the South of England. Due to the acquisition of a business, a vacancy exists for an established IFA with a proven track record to come on board and join the successful team. All leads and a small, active client bank will be provided via the acquisition and hence is a fantastic business opportunity f...
Independent Mortgage & Protection Broker - 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. Experienced ...
