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 ...
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Date: 15 May
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Redhill, Surrey
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£18,600 - £20,500 per annum, negotiable, pro-rata, inc benefits, OTE
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3 applications
This is an outstanding opportunity to join one of the UK’s leading Annuity and Equity Release Providers as a JRS Administrator / Financial Services Team Administrator (Generic Industry Terms) on a 6 Month Fix Term Contract based in Reigate, Surrey. The business employs 450 staff and turned over £1Billion in 2010. Going from Strength to strength the business is industry recognised winning the coveted Financial Adviser 5 ...
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Date: 15 May
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Redhill, Surrey
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£25,000 - £38,000 per annum, negotiable, pro-rata, inc benefits, OTE
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3 applications
A pioneering and marketing leading annuity and equity release provider is looking for 6x SD Medical Underwriter ( Official Company Job Title ) Medical Underwriter ( Generic Industry Job Title ) to join it’s rapidly expanding Redhill (Surrey) based team. The business has increased its turnover from £300 Million - £700 Million in the last 18 Months and has grown from 200 to 3...
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...
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...
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...
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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...
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...
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...
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...
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...
Job Description The role will have a large degree of freedom to develop the London office and will be part of a relatively flat management structure with access to the decisions makers at board level. The London office has been set up for less than a year but is already operating successfully. The role will include building and managing relationships with third parties and more general marketin...
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...
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...
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 - 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...
