My client who provides a first-class financial planning service to both existing and prospective customers, are looking for a Financial Adviser based in Stoke-on-Trent to build long term relationships and meeting set sales targets My clients offer a comprehensive product range in the following product range Protection Portfolio: Lifestyle Protection Plan,Term Life Insurance, Critical Illness and Income Replace ...
Self Employed with full admin support Directly Authorised Quality Appointments Provided Genuine OTE £60,000 Company has a strong track record of success over a number of years Our client is a directly authorized nationally based mortgage brokerage with the resources to provide exceptional support and qualified appointments to its team of experi...
Trainee Account Manager - Leasing/Asset Finance sales Basic salary £20-25k basic with Car allowance, bonus and benefits We have a great opportunity for a Leasing /Asset finance sales professional -account management role. The role is to assist the Area Manager Key responsibilities: - Participate in identifying and approaching new customers to promote the company's financing produ...
This company is an established IFA firm with advisers across Warrington, Preston and Stoke. They are looking to recruit a further Diploma qualified Adviser in the Stoke area. The company has a focus on providing Financial advice to Teachers, however they are not restricted to Teachers only. They are offering: 1) Leads generated from seminars 2) Good commission rates 3) Network support 4) Admin / Paraplanne...
Team Leader (Liability / Claims) Mat Cover, Stoke-on-Trent Our client is one of the most innovative providers of claims solutions in the UK, with a 40 year history of delivering a range of market leading services covering both validation and fulfilment. They are looking for a fixed term contract - Team Leader to join a specialist public and employer's liability team. This role is to cover maternity leave; the anticipat...
My rapidly expanding client is looking to bring an Audit and Accounts senior on board to help with their growing portfolio. The role is a 20/80 Audit/Accounts split with a diverse client base that is made up of different sized OMB's. The practice has a very developmental ethos that looks to promote within where possible. You will be given your own portfolio to manage very quickly and as such it offers great responsibility and potential for the ...
This is an AuditSupervisor opportunity with one of the leading Firms of Accountants and Business Advisors in the UK. They specialise in advising the management of developing Private and Public businesses. Specifically for this opportunity you will be expected to work as part of an Audit team, taking responsibility for running audits (working directly with the Client). Principal responsibilities will then include the following: - Ass...
A highly desirable opportunity for an experienced Financial Services professional to join this expanding organisation in a newly created role as Customer Relations Officer / Compliance Auditor. The primary aspect of the role will be to act as a Customer Relations Officer, ensuring that complaints are dealt with fairly and courteously and in line with company procedures and regulatory expectations. As well as having complaints h...
About the Role As a Mortgage & Protection Advisor you will be responsible for advising new and existing customers on mortgage products within the product range over the telephone. Who We Are Looking For We are looking for Motivated and Enthusiastic Individuals who preferably hold CeMAP 1 or equivalent qualification. You must have a desire to exceed expectations and a good...
My client is a leading regional independent firm of chartered accountants are looking to recruit an enthusiastic semi-senior accountant. The role will be varied and challenging - with a mix of accounts prep/ book-keeping/ payroll/ VAT & Tax returns for their client base. You will have experience of working with a similar environment, with exposure to the practical side of accounts or tax. You will studying to qualify and looking ...
Fantastic opportunity for a part- or newly-qualified audit / accounts candidate to join a growing, friendly practice in Stoke-on-Trent. You will be taken under the wing of a strong manager and be able to develop your skills in planning, management accounts and being a 'business partner' to the firm's clients. The successful candidate will have good audit and accounts experience but still operate at a junior level, and be looking for ...
Are you looking to enter the IFA arena, looking fora change or just fed up with working for a Network? If you, like many other Financial and IndependentFinancial Advisers, are finding it increasingly difficult to keep up withregulatory changes and requirements it might be time you talked to us. Not everyone has the same plans or ideas for their business / career, but most people would like someone they can trus...
4 jobs matching this search were posted in the last week
Are you looking to enter the IFA arena, looking fora change or just fed up with working for a Network? If you, like many other Financial and IndependentFinancial Advisers, are finding it increasingly difficult to keep up withregulatory changes and requirements it might be time you talked to us. Not everyone has the same plans or ideas for their business / career, but most people would like someone they can trus...
National Remortgage Brokers Established over 30 years. DUE TO INCREASED SALES WE REQUIRE SELF-EMPLOYED CE-MAP QUALIFED MORTGAGE ADVISORS TO VISIT CLIENTS IN THEIR HOMES Genuine OTE £50,000 OTE WE CAN OFFER Qualified mortgage appointments (free of charge) Comprehensive protection products (no clawback) Document collection services Access to 'whole of the market’ incl Equity...
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...
Do you want to work for the UK’s largest and most successful estate agency and property services Group? Are you enthusiastic, tenacious and driven with a proven track record in sales and want to rise to a new challenge? Do you have the following qualities? target driven and results orientated have a professional and confident approach work using your initiative without close supervision poss...
By providing expert help and advice on our entire range of mortgage products, you’ll be an essential part of our customers’ journey to securing their new home. You’ll talk to customers one to one, listen to their individual circumstances and requirements and advise them on the products that are most suitable to their needs - all the time helping them understand their options in what can be a complex and sometimes daunting process. Building ...
In the post RDR world our IFA clients have enjoyed manpower growth and wish to develop this further Offering an employed or self-employed contract our clients will deliver the support required to make a successful transition in to their business. RDR compliance, directly authorised and with a solid infrastructure, our clients will give you the platform to flourish as an IFA Whilst client support is available, it’s prudent to c...
We are a leading global financial services group who specialise in tailored financial advice to expatriates and international investors. We are currently looking to recruit driven, entrepreneurial individuals who possess a mix of independence, passion and drive. As an International Financial Planning Consultant, you will provide advice to our clients, based on their personal financial goals. The role is focused on building relationsh...
Mortgage Adviser Be part of our story Every company has a story. A story of where they have been so far and a story in the making. We’ve faced many challenges in our history. But we have a clear goal and we’re making great progress towards it. We’re working together to become one of the world’s most admired, valuable and stable banks. To do that we need good people. People who are passionate about deliveri...
An opportunity has now opened for a well an experience Paraplanner Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in ...
A leading practice at the pinnacle of Wealth Management, my IFA client are looking to augment their technical team by securing an experienced Paraplanner to work within their Newcastle Under Lyme office. From day 1, you'll enjoy a competitive basic salary, an excellent working environment, a dynamic team to work with, dealing with all aspects of cash flow modelling, report writing, technical analysis, Pension and Investment research, ...
