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? ...
RMS Area Manager We have opportunities in this role in London. Planning for success At Barclays we do our best to fulfil all the needs of our customers, no matter how complicated. That's why we need an experienced Area Manager for Retail Mortgage Sales, willing to lead a team of Woolwich Mortgage Advisors and ensure they provide comprehensive mortga...
We are currently recruiting for a top calibre graduate with Telephone Customer Service experience based in Canary Wharf, London for a Not for Profit financial services business. This fantastic opportunity is paying a starting salary of £22,000 and will progress to £23,500 after 6 months with an additional excellent benefit package. The main tasks and accountabilities of the Graduate Customer Service role within independent...
About Us Payleven is an exciting new enterprise located in the heart of London. Having recently received capital investment from Rocket Internet, payleven’s mission is to become the easiest way to accept debit/ credit card payments anywhere at anytime. The transactions are facilitated through a free application and plug-in mobile device that attaches to any smartphone or tablet and allows card payments to be read from an...
We are currently working exclusively with the Financial Planning division of a Private Bank in Mayfair who are looking for a (preferably Chartered) Financial Planner to join their UHNW client team. This team works solely with clients with in excess of £10 million investable assets. The successful individual will work closely with the team of Bankers, gaining introductions to their clients and offering holistic advice, with a focus on SIPP,...
Our client, a respected city based Wealth Manager is currently looking to recruit a proven Paraplanner to join their busy 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...
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...
An exciting opportunity has arisen to join a reputable and well established Financial Planning organisation as a Sales Support Administrator. The main focus of the role is to provide full financial planning support to a team of top IFA's including processing new business, obtaining product quotations, liaising with product providers and clients. In order to be considered for the role, suitable applicants must possess previous e...
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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...
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...
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...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
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’...
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...
Mortgage Advisor / Mortgage Broker / Mortgage Adviser 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...
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...
A well known Financial Adviser firm in the heart of the City is seeking to recruit an IFA Sales Support Administrator. The right candidate must have experience working in a financial advisory firm, preferable an IFA Practice. Ideally you will hold CF1, as a minimum qualification, and you will have the desire of gaining further qualifications towards your Dip PFS status. This position involves working very closely with the IFA's...
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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...
A highly regarded Independent Financial Advisor firm, based in the heart of the City is looking to recruit a Senior Sales Support Administrator /Trainee Paraplanner candidate to join their already expanding team. The Role Administration Responding to client and provider queries Maintaining client database Accurate record-keeping Fund Switches Requesting and collating client plan informati...
