A boutique Investment Management firm based in the West-End of London are currently seeking an experienced IFA Administrator to join their Wealth Management division. You will be working alongside and providing in depth, technical assistance to leading financial planning consultants who advise an UHNW client bank. You will also liaise with fund/investment managers on a daily basis, therefore any candidate who has previous experience within ...
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...
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...
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...
Independent Mortgage & Protection Adviser - Ashford / Shepperton 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 Ashford / Shepperton 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...
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...
A challenging and progressive role now exists for an Auto-Enrolment Delivery Manager within this global leading organization This is a varied role, where you will be responsible for ensuring that new Pension Plans are established to agreed timescales. This will include establishing and maintaining a project file(s), managing the initial review and analysis of the pension product, undertaking meetings with the client(s) and further ...
This award-winning client is rapidly expanding its activities and is looking for committed people to join their team specialising in servicing the needs of one very large client. The Role The position offers great scope for innovation and a fast track career development is available for forward thinking individuals. You must have 2 years Defined Benefit experience and strong knowledge of current Pensions legislation. You will b...
Mortgage Advisor Location: Woking / Richmond Realistic OTE: £50-60k This award winning Mortgage Brokerage are now seeking an Estate Agency based Mortgage Advisor to join their growing team The Role: . Whole of Market Estate Agency based – Covering three branches Commissions completely flexible and t...
Business Quality Executive Salary: Circa £35 -40,000 dependent on qualification and experience Qualifications: Essential: - Full certificate in financial advice (FPC, CF 1 to 5 or CeFA). Diploma. H15/JO Training experience. Experience of working with employee benefit teams. Experience of working in compliance departments. Experience of Process Design Desirable: - Training/Coaching qualificat...
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Date: 4 days ago
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Chelsea, London
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£20,000 - £30,000 per annum
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5 applications
Our client, one of the UK’s largest and leading Banking Organisations, currently requires several Mortgage Advisor’s to add to their teams around the UK due to expansion and increases in business volumes since the start of the year. Candidates will be required to provide mortgage advice to new and existing clients in some of our clients busiest offices. Working closely with colleagues within the branches you will be dealing with ...
Overall Job Purpose To support the Senior Qualified Actuary. Recently qualified actuaries will be included in the department rotation scheme, whereby you will have the option to rotate into a different team up to two years post qualification. The specific detail of your role will depend on the team you are in, and will be reflected in your annual objectives. This job description is generic, covering all qualified actuaries rather tha...
Independent Mortgage Adviser - Streatham/Southfields £24K basic package £50 – £60K OTE Excellent commission splits Our client is a leading financial services company who prides itself on offering clients expert mortgage advice, whether you are buying your first home, moving, remortgaging or considering a buy-to-let investment property. This is a fantastic opportunity for a qualified ...
