The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
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...
Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular evening work. Existing client base and all administration / compliance support will be provided. Previous sales experience is r...
Mortgage Advisor / Newcastle / Whole of Market One of the U.K’s leading Directly Authorised providers of buy to let mortgages are looking for established Mortgage Advisors to join their vastly expanding team based in Newcastle City Centre The Role 5 Qualified leads a day guaranteed Whole of market Up to 50% commission ...
Business Development Manager – Newcastle / Carlisle OTE £55k - Uncapped A fantastic opportunity for a field based business development manager with entrepreneurial skills and flair has become available covering Northern England from Newcastle to Carlisle working for a one of the biggest insurance companies in the UK. The products are unique in the marketplace and the role will involve marketing these products to the...
£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 ...
Compliance Business Assessor Newcastle My client is one of the fastest-growing providers of support services to financial advisory firms in the UK. They have advanced technology and systems which enable their clients to increase their productivity, reduce overheads and increase their value. A key aspect of their service is compliance consultancy, which they deliver via state-of-the-art systems...
Organisation Description An exciting opportunity has arose to work within a professional services company based in the heart of Newcastle city centre. My client is looking for a administrator to work for a fixed term of six months. Job Description The main duties of this role Will be : Amendment of client information Updating the client standing data Producing stat...
Our client a nationwide building services company is looking to recruit an experienced finance assistant. Working with both accounts payable and accounts receivable, duties include: inputting/printing sales invoices, credit control, processing purchase invoices (knowledge of CIS would be useful but not essential), writing cheques & processing into the system, Filing, and other data entry as required. Due to the volumes fluctuating the work ...
Organisation Description A well established Financial Planning firm who convert opportunities from numerous departments in a well established Accountancy Practice. The entire pacakage is negotiable for the right IFA, basic £40k - 60K plus bonus, pension, DIS, PHI, PMI etc. Job Description To provide quality and trusted independent financial advi...
Organisation Description A well established Financial Planning firm who convert opportunities from numerous departments in a well established Accountancy Practice. The entire pacakage is negotiable for the right IFA, basic £40k - 60K plus bonus, pension, DIS, PHI, PMI etc. Job Description To provide quality and trusted independent financial advi...
Do you have experiencing of working towards sales or collections targets? Are you looking to build a career with a UK mortgage lender? Do you have good rapport building and negotiating skills? Our client is looking for a resilient individual to contact existing customers by telephone to offer a budget advice service. You will be an excellent communicator and possess the following ski...
Your Move, the UK's largest single branded estate agency business and are part of the LSL property services group. With over 330 branches nationwide we are arguably the most recognisable business within the property industry. We are currently recruiting a high calibre Mortgage and Protection Advisor to provide an exceptional level of service and mortgage related products to our customers. This role provides a superb opportun...
Mortgage Consultant Area: North East EXPERIENCED, CEMAP QUALIFIED MORTGAGE CONSULTANT REQUIRED TO OPERATE AS A MOBILE RE-MORTGAGE SPECIALIST FOR COUNTRYWIDE MORTGAGE SERVICES. YOU WILL REVIEW OUR CUSTOMERS MORTGAGE AND PROTECTION PRODUCTS AS THEY COME TO MATURITY FROM THE INITIAL BUSINESS THEY CONDUCTED WITH US WHEN THEY BOUGHT OR SOLD THEIR PROPERTY. APPOINTMENTS ARE MADE FOR YOU BY OUR HEAD OFFICE ...
My client is a highly respected organisation offering a full range of actuarial, employee benefit consultancy and pension administration services across the UK. They are renowned for their modern approach to business, as well as the development and progression offered to their staff. Their Newcastle office is now seeking an additional Pension’s Administrator who will be responsible for providing an effective and efficient ser...
Business Growth Manager Permanent £££ Excellent Salary + benefits scheme Home based covering Midlands and Northeast The client is one of the world's leading organisations of independent assurance, tax and advisory firms. We are seeking a Fund Manager to work as part of the team, effectively delivering on Business Growth Service's projects, specifically on the Access to Finance service. Business C...
Rapidily growing RDR ready Chartered Financial Planning practice are looking for Diploma qualified Financial Advisors They currently have a number of large affinity groups that need Financial Planning advice. You will be working from their new offices, with back office assistance and research tools such as Synaptics, SelectaPension, The Exchange and trigold. Remuneration model is based on paying advisers a fair percentag...
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
My client is one of the Largest Leading Wealth management companies in the UK who specialise in delivering face-to-face financial advice to people who have, or are in the process of accumulating Capital and with over £28 Billion of client funds under management they are continuing to grow and are seeking self employed Financial advisors to work across various areas of the UK. Candidates must meet 3 distinct criteria;</...
My Client, a large Organisation, based in the North East are looking to grow their current Independent Financial Advisor Team. This is a great opportunity to excel and be supported by a fantastic company who aim to provide the admin support to ensure your time is spent writing. This full time role is offered to an experienced advisor wi Minimum Qualifications- -CMAP -C F 1-4 -Diploma in Financial Services ...
A number of opportunities existing for existing advisors who may be looking to make the transition from a banking environment in the IFA arena or IFA`s perhaps looking for a more supportive environment post RDR. These opportunities offer technical and administration support alongside personal one to one development to help you make a smooth transition towards becoming an IFA if required. Further support will be provided to help develop marketin...
One of my clients has been market leading with the Aquisition of smaller IFA's and has been in the fortunate position of buying a number of small successful businesses, they are now one of the largest IFA's in europe My client is looking for experienced and successful Financial Advisers to join their teams and service the client bases. In addition you will be required to generate further clients and business from referrals and profess...
Financial Adviser Permanent, Full Time Salary: Negotiable + a range of Company Benefits +Bonus Are you a qualified Financial Adviser (IFA or Banking) with an excellent track record of Sales? If you are looking for an opportunity to progress your career and join a successful, highly respected national IFA firm, then we at LEBC Group want to hear from you.</str...
Finance Assistant / Credit Control (Communications), £18k Our client is an expert in the planning, creation and delivery of customer communications. They work with many of the UK`s leading brands to help them communicate with their customers in a more engaging and profitable way. Position: Finance Assistant Location: Newcastle Salary: £15,000-£18,000 (depending on experience) ROLE: T...
NRG are actively recruiting for an interim project accountant to provide strong financial support to our large the client. The post will consist of management reports and financial analysis in a timely, accurate and consistent manner to monitor the success or otherwise of the strategic growth aspirations within the business plans. This role is key to the development of both standard and bespoke pricing models for services fund...
