Senior Analyst Circa £40,000 Central London Working within the retail sector, our client based in central London requires an experienced Analyst to join the data team. You will be responsible for collating information on various types of economic monitors and produce analysis of the data collected and presenting the data to other members of the business and external parties. Duties will include t...
Carlisle Managed Solutions are currently recruiting for one of our clients who are one of the largest professional services firms in the world and one of the "Big Four" accountancy firms. Our client is a global organisation with a member of firms in more than 140 countries and headquartered in London. Do you have a financial background? Have you got working experience as a Billing Analyst or Credit Controller? ...
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...
Assistant Manager We have opportunities in this role in Kingston. Our support behind you, some exciting challenges ahead We may be one of the world's best known brands, but as an Assistant Manager with Barclays, you can expect the freedom you need to make your own mark on our business. Working with the Branch Manager, you'll look at the best ways to keep your customers...
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 charit...
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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...
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...
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...
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...
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...
A position has arisen for two experienced paraplanner to join this very well respected Chartered Financial Planning business. At the moment the role, package etc is flexible and can be moulded to the individuals skills, experience and qualifications. A brief outline of the duties will include: - Obtaining information and quotations to enable you to research the clients' needs prior to recommendations. - Processing n...
An opportunity has arisen for a Senior Paraplanner to work for a true market leading wealth management business. You will be providing technical support to one of their highest producing Wealth Management Consultant's, enabling them to write business compliantly. This is to include research, report writing, conducting gap analysis of a clients circumstances and reviewing existing arrangements. You will also utilise relevant technolo...
My client are currently looking to recruit a proven Paraplanner to join their wealth management team. To be successful you will need to be able to make an immediate contribution in supporting the Advisers to achieve objectives, deliver a high quality of service to clients and be able to demonstrate a good understanding of pensions, investment and protection related products. Working closely with the Advisers your principal responsib...
An Investment Assistant is required to work directly with a high quality Investment Director in the London office of an international firm. Salary to £35k for the right candidate. They are a primarily a private client investment adviser offering and independent service for HNW private clients, You will be responsible for managing portfolio of £2m+ and will have a lot of direct client contact. ...
Our client is a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients. They are seeking a professional investment advisor to provide a first-class financial planning advisory service to existing and prospective clients where you will promote the Company as the premier provider of quality financial solutions within the parameters of the FSA’...
Independent Mortgage & Protection Adviser - Ealing / Chiswick Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Ealing / Chiswick area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: <b...
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...
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Date: 4 days ago
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Finchley, London
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£18,000 - £50,000 per annum, OTE
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0 applications
High Net Worth Mortgage Advisor / Mortgage Adviser Field Based NEWS FLASH Calling all top class Mortgage Advisors looking to advance their careers An excellent opportunity to manage the mortgage productivity of a Top End Estate Agency Brand with excellent career opportunities. My client is looking for a skilled and seasoned Mortgage Advisor who can credibly sell mortga...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
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...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
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...
