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Date: 4 days ago
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Bristol, Avon
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£30,000 - £35,000 per annum, pro-rata
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4 applications
Company: This IFA firm is already well ahead of the RDR requirements and provides fee based financial planning advice to its loyal and strong client base. With offices on the outskirts of Bristol, they currently have around 15 advisers and a support team at their head office. Successfully trading for well over 10 years, they now are looking for some compliance support to free up the Director. The Role: Working closely w...
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Date: 4 days ago
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Bristol, Avon
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£50,000 - £70,000 per annum, OTE
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1 application
To provide a high quality financial planning advisory service to existing and prospective clients whilst complying with the requirements of the FSA and the standards set out by the partners of the firm. Lead provided through seminars, networking, and existing clients and centres of influence. The firm receive a lot of referrals due to their well respected name in the market. KEY BEHAVIOURS Client Fo...
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Date: 15 May
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Bristol, Avon
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£40,000 - £50,000 per annum
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1 application
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...
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’...
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Date: 4 days ago
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Bristol, Avon
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£35,000 - £70,000 per annum, OTE
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1 application
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 ...
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Date: 15 May
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Bristol, Avon
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£40,000 - £50,000 per annum
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1 application
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: 15 May
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Bristol, Avon
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£40,000 - £50,000 per annum
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1 application
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: 5 days ago
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Bristol, Avon
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£45,000 - £80,000 per annum, OTE
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2 applications
Are you a mortgage broker / mortgage advisor / mortgage adviser looking to really build your business? Cute Resource Solutions is delighted to be working with this prestigious HNW IFA and mortgage brokerage based in Kensington. Our client is currently enjoying a period of sustained, organic growth and is looking to add to their existing team of mortgage brokers / mortgage advisers with a motivated, driven and knowledgeable mortgage broker. ...
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Date: 5 days ago
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Bristol, Avon
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Salary not specified
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5 applications
An exciting opportunity has arisen for a Pension Administrator (12 month FTC) to join Aon Hewitt - based in Bristol. The primary responsibility will be to provide a full pension's administration service to clients and customers in an accurate, efficient and timely manner As a Pension Administrator your key responsibilities will include:- To take responsibility for the quality of individual and teamwork produced. To on...
A great opportunity has arisen to join a successful firm of Independent Financial Advisers based in Bristol as Senior IFA Administrator. Working in their office near the City Centre you will proactively support a Director on a one to one basis. Whilst not exhaustive your key responsibilities will be:- • Processing client new business and seeing it through to completion. • Managing existing ...
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Date: 18 May
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Bristol, Avon
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£15,000 - £50,000 per annum, OTE
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5 applications
Independent Mortgage & Protection Adviser - Bristol 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 Bristol area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: Full CeMAP <br /...
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Date: 5 days ago
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Bristol, Avon
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£20,000 - £25,000 per annum
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17 applications
Research Analyst Location: Bristol Salary: £20,000 - £25,000 Highly Analytical candidate with strong knowledge of Pensions and Investments needed to develop a career within Financial Adviser support in an established IFA practice. Our client will currently consider candidates on a part time or full time basis. Duties & Responsibilities: Manage multiple research projects simultane...
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Date: 18 May
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Bristol, Avon
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£560.00 - £590.00 per day
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0 applications
Job Description We are looking for an IFS Finance Functional consultant to support Marine One implementation in Systems & Equipment business, based in Bristol. The IFS Finance Consultant should have the following: 1. Extensive knowledge of IFS Finance Modules (version 7.5 SP6) and their interfacing to other functional areas in IFS 2. Strong knowledge of accounting principles and practices - preferably ...
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Date: 14 May
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Bristol, Avon
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£24,000 - £27,000 per annum
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2 applications
Our client is a leading pension’s provider and due to continued growth need to recruit an experienced SIPP professional to take on and establish a new role providing training and staff development to new and existing staff. The main duties of the role are as follows: Review current training programme to ensure it meets company standards Design a best practice handbook for a point of reference for staff Tr...
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Date: 14 May
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Bristol, Avon
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£20,000 - £24,000 per annum
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1 application
Our client is looking to recruit an experienced Senior IFA Administrator. This is a fantastic opportunity for someone wanting to build upon their knowledge and skills within the financial services industry in a team of committed and highly professional individuals. The main duties of the role will include: Submitting and processing new business and dealing with information that arises from this Producing and issui...
Our client, a leading pensions company are currently expanding their team and are looking for experienced SIPP Pensions Administrators. Role: You will be responsible for providing technical and administrative support to the company’s clients and professional contacts, process and identify new business opportunities, provide a quality, time driven and proactive administration on a portfolio of pension arrangements and attend ...
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Date: 18 May
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Bristol, Avon
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£15,000 - £100,000 per annum, OTE
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3 applications
Business Development Manager - Bristol Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique ‘non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With ...
A fantastic opportunity to progress within the IFA market, this leading HNW Financial Planning Practice, based in Clifton, is currently in need of an IFA Administrator to join its team. You will be involved in all aspects of client administration including valuations, asset allocation and fund market research. You will also occasionally be attending client meetings. Previous experience in a support role within the Financial Services market ...
Exciting times for this very large specialist business process outsourcer that have recently secured some very impressive new contracts are now going through a period of expansion to add to their established compliance team. The Role You will undertake allocated reviews within the companies annual Plans on compliance with regulatory requirements and achievement of TCF customer outcomes. You will be reporting to the ...
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Date: 18 May
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Bristol, Avon
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£30,000 - £50,000 per annum, negotiable
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18 applications
Organisation Description This role directly supports the finance team which has a high trading focus and an increased focus on Proposition Development. In providing actuarial support to the business, your role will be to assist in the pricing of new products and the re-pricing of existing products. Job Description Key to this role is how you will build and interpret actuarial mod...
Are you a tip top graduate interested in a career in mortgage services with an award winning mortgage broker? This is a fabulous opportunity for you to receive intensive training and gain a CeMAP professional qualification. The role will suit an individual that is well presented, an exceptional communicator, with good organisational skills; you will have the ability to build trust and strong relationships with your clients, to diarise and activ...
Are you a tip top graduate interested in a career in mortgage services with an award winning mortgage broker? This is a fabulous opportunity for you to receive intensive training and gain a CeMAP professional qualification. The role will suit an individual that is well presented, an exceptional communicator, with good organisational skills; you will have the ability to build trust and strong relationships with your clients, to diarise and activ...
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Date: 18 May
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Bristol, Avon
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£500.00 - £600.00 per day
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0 applications
This is an excellent opportunity for a professional Finance interim to join my client on an ongoing basis. Working within their IFS implementation team you will be responsible for managing the interface between finance and the wider business. Reporting into the FD you will be responsible for: - Deep knowledge of IFS Finance Modules (version 7.5 SP6) and their interfacing to other functional areas in IFS - Strong know...
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Date: 14 May
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Bristol, Avon
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£25,000 - £27,000 per annum
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5 applications
This well established Bristol based IFA firm are seeking an experienced IFA Administration Manager to be responsible for the smooth and efficient running of their successful Sales Support Team and overall administrative function. Reporting directly to the MD, you will hold responsibility for approximately 7 direct reports. The office is near to the City Centre. The Company has an excellent reputation as a 'trusted adviser’...
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Date: 5 days ago
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Bristol, Avon
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£22,000 - £27,500 per annum, inc benefits
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1 application
Our client, a well established and thriving IFA practice requires a high calibre and experienced paraplanner to join their seasoned team. The right individual will be suitably qualified and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant suitability reports and research the most suitable products for clients on behalf of the financial advisor of whom you wou...
